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Of the 26 tracked institutions holding MCO, 19 have a 3-year clone track record — 12 of them beat the S&P. Average holder's clone alpha: +0.6pt. It's a gauge of who owns the name, not just how many.
Among the 26 tracked institutional investors we monitor, MCO (MOODYS CORP) is held with a combined value of $38.87B across 86,496,429 shares. The largest holder is BERKSHIRE HATHAWAY INC with a position worth $10.76B (4.09% of their portfolio). 4 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 10 funds reduced their position.
Total Institutional Value
$38.87B
Total Shares Held
86,496,429
Institutional Holders
26
% of Shares Outstanding
49.9%
of 173.20M shares · SEC 2026-06-30
Days to Cover
4.3+7.7%
3.19M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 49.9% of MCO's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-06-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
4
$415.94K
Total Transactions
4
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Richard G Steele | S | Sale | 157 | $71.51K |
| Jul 1, 2026 | Robert Fauber | S | Sale | 300 | $136.65K |
| Jun 1, 2026 | Richard G Steele | S | Sale | 158 | $71.68K |
| Jun 1, 2026 | Robert Fauber | S | Sale | 300 | $136.10K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | $10.76B | 4.09% | - |
| 2 | VANGUARD GROUP INC | $7.80B | 0.11% | +0.7% |
| 3 | TCI Fund Management Ltd | $6.25B | 13.84% | +7.7% |
| 4 | BlackRock, Inc. | $5.73B | 0.10% | -6.4% |
| 5 | STATE STREET CORP | $3.11B | 0.11% | +0.1% |
| 6 | FMR LLC | $2.18B | 0.11% | -8.9% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $798.67M | 0.09% | +6.7% |
| 8 | Valley Forge Capital Management, LP | $574.62M | 17.02% | -0.0% |
| 9 | AKRE CAPITAL MANAGEMENT LLC | $543.62M | 8.86% | -28.2% |
| 10 | BAILLIE GIFFORD & CO | $333.41M | 0.34% | +11.2% |
| Member | Type | Date |
|---|---|---|
| Valerie Hoyle | Sell | Sep 23, 2025 |
| Lisa McClain | Sell | Jun 11, 2025 |
| Lisa McClain | Sell | Jun 10, 2025 |
| Lisa McClain | Buy |
As of the latest SEC 13F filings, BERKSHIRE HATHAWAY INC is the largest institutional holder of MCO with a position worth $10.76B, representing 4.09% of their portfolio. In total, 26 institutional investors hold MCO with a combined value of $38.87B.
In the most recent quarter, 4 funds opened a new position in MCO. Additionally, 9 increased their holdings and 10 reduced their positions.
Institutional investors hold $38.87B worth of MCO stock across 26 positions. The largest institutional holder is BERKSHIRE HATHAWAY INC with $10.76B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For MCO, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their MCO positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Dec 11, 2024 |
| Valerie Hoyle | Buy | Oct 29, 2024 |
| Thomas H Tuberville | Sell | May 3, 2024 |
| Shelley M Capito | Sell | Mar 11, 2019 |
| Shelley M Capito | Buy | Sep 8, 2017 |
Last Close
$471.50
2026-07-24
YTD
-5.5%
47% of 52-week range
