MCO — MOODYS CORP
Reported value held$40.89B
Funds holding (latest)61
SectorFinancials
Index member: S&P 500
Funds holding (Q2 2026)53
Institutional value$32.50B · 73.25M sh
New / Add / Cut / Exit3 / 18 / 24 / 2
Top-5 / Top-10 concentration67.6% / 81.0%
Institutional holdings change
Accumulating +3.0%
(+2.13M sh)
Institutional value change
Up +7.4%
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway history | Q2 2026 | 24.67M | $11.17B | 3.73% | Hold |
| Vanguard Group history | Q4 2025 | 15.27M | $7.80B | 0.11% | Add |
| BlackRock Inc history | Q2 2026 | 12.46M | $5.64B | 0.09% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.99M | $2.26B | 0.11% | Hold |
| Geode Capital Management history | Q2 2026 | 4.01M | $1.81B | 0.10% | Reduce |
| Morgan Stanley history | Q2 2026 | 2.38M | $1.08B | 0.06% | Add |
| Norges Bank Investment Management history | Q2 2026 | 2.37M | $1.07B | 0.11% | Add |
| Goldman Sachs Group history | Q2 2026 | 2.13M | $963.10M | 0.09% | Reduce |
| BNY Mellon history | Q2 2026 | 2.02M | $914.72M | 0.15% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.67M | $757.28M | 0.09% | Reduce |
| Principal Global Investors history | Q2 2026 | 1.46M | $661.89M | 0.33% | Add |
| MFS Investment Management history | Q2 2026 | 1.19M | $565.75M | 0.19% | Reduce |
| Invesco Ltd history | Q2 2026 | 1.20M | $544.30M | 0.04% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.20M | $544.01M | 0.07% | Add |
| Capital World Investors history | Q4 2023 | 1.24M | $485.76M | 0.09% | Add |
| AQR Capital Management history | Q2 2026 | 1.05M | $471.00M | 0.16% | Add |
| Amundi US history | Q2 2026 | 1.01M | $458.13M | 0.11% | Add |
| Legal & General Investment Management America history | Q2 2026 | 996.56K | $451.36M | 0.09% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 721.42K | $326.75M | 0.10% | Reduce |
| Baillie Gifford & Co history | Q2 2026 | 717.87K | $325.14M | 0.29% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 539.32K sh · $244.17M
- Bridgewater Associates 30.14K sh · $13.65M
- Moore Capital Management 13.75K sh · $6.23M
Fully Exited (vs previous quarter)
- Himalaya Capital sold 117.78K sh · $51.38M
- Janus Henderson Group sold 40.03K sh · $17.47M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M | 24.67M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 13.36M | 14.27M | 15.54M | 15.11M | 14.65M | 14.03M | 13.13M | 12.46M |
| Fidelity Management & Research (FMR) | 4.32M | 4.94M | 5.05M | 5.10M | 5.03M | 5.01M | 3.90M | 4.10M | 4.30M | 5.42M | 5.40M | 5.86M | 6.58M | 6.10M | 6.49M | 6.25M | 5.69M | 5.48M | 4.99M | 4.99M |
| Geode Capital Management | 2.71M | 2.78M | 2.92M | 2.66M | 2.68M | 2.75M | 2.79M | 2.87M | 2.94M | 3.00M | 3.10M | 3.20M | 3.61M | 3.68M | 3.82M | 3.89M | 3.92M | 3.97M | 4.08M | 4.01M |
| Morgan Stanley | 1.99M | 2.04M | 2.06M | 3.08M | 3.08M | 3.99M | 3.90M | 3.82M | 3.83M | 3.90M | 3.82M | 3.71M | 2.23M | 2.26M | 2.38M | 2.33M | 2.31M | 2.37M | 2.32M | 2.38M |
| Norges Bank Investment Management | — | — | — | — | — | 1.53M | — | — | — | 1.84M | — | 1.95M | — | 2.09M | — | 1.97M | — | 2.15M | — | 2.37M |
| Goldman Sachs Group | 1.13M | 1.03M | 933.03K | 1.14M | 1.21M | 1.15M | 1.43M | 1.28M | 1.15M | 1.43M | 1.21M | 1.34M | 1.18M | 1.27M | 1.53M | 1.43M | 1.59M | 1.49M | 2.16M | 2.13M |
| BNY Mellon | 1.35M | 1.37M | 1.68M | 1.80M | 1.74M | 1.66M | 1.66M | 1.69M | 1.67M | 2.57M | 2.69M | 2.92M | 2.90M | 2.81M | 2.72M | 2.61M | 2.39M | 2.28M | 2.35M | 2.02M |
| Northern Trust Corp | 1.81M | 1.77M | 1.73M | 1.68M | 1.65M | 1.68M | 1.69M | 1.60M | 1.66M | 1.58M | 1.51M | 1.53M | 1.47M | 1.78M | 1.76M | 1.74M | 1.71M | 1.69M | 1.75M | 1.67M |
| Principal Global Investors | 1.05M | 989.28K | 1.54M | 2.58M | 2.98M | 3.07M | 3.03M | 2.55M | 1.98M | 1.55M | 1.41M | 1.28M | 877.60K | 745.29K | 662.84K | 645.77K | 647.71K | 627.12K | 1.08M | 1.46M |
| MFS Investment Management | 1.92M | 1.90M | — | 2.90M | 3.15M | 3.07M | 2.21M | 1.14M | 1.13M | 1.25M | 1.37M | 1.57M | 2.08M | 1.45M | 1.59M | 1.52M | 1.47M | 1.31M | 1.33M | 1.19M |
| Invesco Ltd | 723.30K | 754.45K | 604.24K | 576.46K | 572.17K | 643.22K | 711.35K | 658.91K | 826.00K | 874.59K | 1.08M | 1.13M | 1.23M | 1.03M | 1.02M | 1.06M | 995.50K | 1.01M | 1.03M | 1.20M |
| Charles Schwab Investment Management | 776.05K | 794.24K | 847.47K | 857.00K | 855.98K | 843.11K | 856.14K | 864.36K | 873.78K | 898.12K | 922.50K | 952.60K | 962.60K | 994.38K | 1.03M | 1.05M | 1.09M | 1.11M | 1.15M | 1.20M |
| AQR Capital Management | 31.25K | 26.07K | 24.62K | 3.89K | 3.43K | 3.56K | 3.51K | 8.18K | 12.29K | 8.69K | 10.32K | 9.75K | 17.48K | 16.93K | 37.39K | 108.61K | 102.90K | 79.64K | 451.09K | 1.05M |
| Amundi US | 429.86K | 654.24K | 578.65K | 502.17K | 476.13K | 530.20K | 670.99K | 710.16K | 901.70K | 673.15K | 509.51K | 480.83K | 652.06K | 1.13M | 962.26K | 865.05K | 757.37K | 907.38K | 842.97K | 1.01M |
| Legal & General Investment Management America | 1.19M | 1.18M | 1.34M | 1.43M | 1.32M | 1.25M | 1.22M | 1.21M | 1.17M | 1.48M | 1.62M | 1.71M | 1.68M | 1.34M | 1.39M | 1.36M | 1.45M | 1.20M | 1.04M | 996.56K |
| Deutsche Bank AG | 1.79M | 1.87M | 1.62M | 1.68M | 1.67M | 1.55M | 1.62M | 1.53M | 1.13M | 1.21M | 972.05K | 936.53K | 978.95K | 1.01M | 922.77K | 946.81K | 808.46K | 701.01K | 746.87K | 721.42K |
| Baillie Gifford & Co | 5.50M | 5.46M | 4.93M | 4.80M | 4.69M | 4.45M | 4.14M | 3.93M | 3.79M | 3.64M | 3.22M | 2.42M | 2.05M | 808.97K | 758.52K | 736.78K | 738.64K | 687.05K | 764.27K | 717.87K |
| Bank of America Corp | 717.04K | 629.72K | 771.66K | 700.38K | 503.19K | 609.78K | 721.76K | 582.90K | 612.56K | 535.44K | 642.54K | 610.08K | 623.90K | 538.11K | 625.78K | 706.00K | 659.62K | 792.75K | 671.95K | 642.96K |
| JPMorgan Chase & Co | 155.63K | 135.52K | 141.84K | 146.55K | 177.35K | 159.36K | 165.68K | 258.84K | 229.21K | 616.77K | 1.47M | 1.46M | 1.60M | 1.27M | 1.29M | 1.15M | 1.03M | 495.60K | — | 539.32K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details