Moody's

MCO • NYSE

Moody's is a financial - data & stock exchanges company in the financial services sector on NYSE, led by Raymond W. McDaniel, Jr., with a market cap of $86.6B. As of Q3 2025, 89% of shares are held by 1,294 institutional investors, with BERKSHIRE HATHAWAY INC as the largest holder at 13.75%.

Chairman and Chief Executive OfficerRaymond W. McDaniel, Jr.

Market Cap$86.6B

Financial - Data & Stock Exchanges

Financial Services

Employees15.4K

Websitemoodys.com

Country

United States of America

Overview

Overview of institutional ownership in MCO as of Q3 2025 with a market cap of $85.5B

All Institutions

Institutions: 1,294
Value Held: $76.2B
Shares Held: 159.9M
Avg Position: $58.9M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 87
Value Held: $4.4B
Shares Held: 9.3M
Avg Position: $51.0M
Median Position: $5.1M

Ownership Breakdown

Institutional (non-HF)

83.96%

$71.8B

Hedge Funds

5.19%

$4.4B

Retail & Other

10.85%

$9.3B

Based on market cap of $85.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MCO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BERKSHIRE HATHAWAY INC Institution	Warren E. Buffett CEO	$11.8B 4.40% of portfolio	13.75% 24.7M shares	≤ Q2 2013 Held for 12y 5m+	$267.33B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$7.2B 0.11% of portfolio	8.46% 15.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$7.0B 0.12% of portfolio	8.17% 14.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
T TCI Fund Management Ltd Institution	-	$6.3B 12.03% of portfolio	7.42% 13.3M shares	Q2 2015 Held for 10y 5m	$52.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$3.4B 0.12% of portfolio	3.98% 7.1M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$2.7B 0.14% of portfolio	3.17% 5.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.9B 0.12% of portfolio	2.19% 3.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
F Fiera Capital Corp Institution	-	$1.2B 3.83% of portfolio	1.39% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$30.9B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$1.1B 0.20% of portfolio	1.33% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.1B 0.07% of portfolio	1.29% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T

Net Capital Flow

Institutional buying and selling activity for MCO in Q3 2025

Traded: −$846.9M
Buyers: 574
Sellers: 558
Total Bought: +$3.1B
Total Sold: −$4.0B
Avg Position: $54.7M

Biggest Buyers

Institution	Net Bought	Current Position
Winslow Capital Management, LLC Long Only Manager	+$348.4M +731.1K shares	$348.4M 731.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$287.1M +602.5K shares	$420.3M 882.1K shares
BARCLAYS PLC Institution	+$199.6M +418.9K shares	$455.8M 956.6K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$164.4M +345.1K shares	$164.4M 345.1K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$144.5M +303.4K shares	$471.4M 989.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$142.8M +299.7K shares	$154.5M 324.3K shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$104.5M +219.3K shares	$135.2M 283.7K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$93.4M +195.9K shares	$94.3M 197.8K shares
W WINDACRE PARTNERSHIP LLC Institution	+$86.4M +181.3K shares	$555.1M 1.2M shares
S SEI INVESTMENTS CO Institution	+$79.2M +166.2K shares	$191.3M 401.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
JENNISON ASSOCIATES LLC Long Only Manager	−$633.1M −1.3M shares	$8.0M 16.7K shares
FMR LLC Institution	−$266.7M −559.8K shares	$2.7B 5.7M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$232.1M −487.0K shares	$657.5M 1.4M shares
B BlackRock, Inc. Institution	−$217.3M −456.1K shares	$7.0B 14.7M shares
FIRST TRUST ADVISORS LP ETF Provider	−$153.2M −321.6K shares	$47.9M 100.5K shares
Longview Partners LTD Long Only Manager	−$109.3M −229.5K shares	$485.1M 1.0M shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$106.4M −223.3K shares	$205.6M 431.6K shares
Bank of New York Mellon Corp Institution	−$105.4M −221.2K shares	$1.1B 2.4M shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	−$100.8M −211.5K shares	$4.2M 8.7K shares
AKRE CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$88.9M −186.5K shares	$1.0B 2.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MCO in Q3 2025

New Positions: 42
New Value: $104.7M
Exited Positions: 100
Exited Value: $312.5M

New Positions

Institution	Position Value
C Capitolis Liquid Global Markets LLC Private Equity	$61.6M 129.2K shares
M Meridiem Capital Partners LP Hedge Fund•Long/Short	$21.5M 45.2K shares
F FIRETRAIL INVESTMENTS PTY LTD Institution	$9.1M 19.2K shares
K Katamaran Capital LLP Institution	$4.3M 9.0K shares
Highview Capital Management LLC/DE/ RIA/Wealth	$1.0M 2.2K shares
Mattson Financial Services, LLC RIA/Wealth	$898.2K 1.9K shares
BAM Wealth Management, LLC RIA/Wealth	$871.0K 1.8K shares
Point72 Ltd RIA/Wealth	$832.9K 1.7K shares
United Financial Planning Group LLC RIA/Wealth	$601.8K 1.3K shares
L Legacy Wealth Asset Management, LLC RIA/Wealth	$560.3K 1.2K shares

Exited Positions

Institution	Previous Position
Oribel Capital Management, LP Hedge Fund•Long/Short	$52.9M 105.5K shares
Candlestick Capital Management LP Hedge Fund•Long/Short	$41.2M 82.2K shares
T Triple Frond Partners LLC Institution	$40.9M 81.6K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$24.9M 49.6K shares
A AXA Institution	$21.7M 43.3K shares
P Pelham Capital Ltd. Institution	$13.3M 26.6K shares
A Andra AP-fonden Institution	$12.1M 24.2K shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$10.7M 21.3K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$9.8M 19.6K shares
Summit Global Investments Long Only Manager	$8.5M 16.9K shares

Options Activity

Institutions with the largest Call and Put options positions in MCO as of Q3 2025

Call Positions: 22
Call Value: $127.4M
Put Positions: 20
Put Value: $96.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$56.6M 1.2K contracts
R ROYAL BANK OF CANADA Institution	$19.1M 400.0 contracts
J JANE STREET GROUP, LLC Institution	$10.6M 223.0 contracts
W WOLVERINE TRADING, LLC Institution	$8.3M 173.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.0M 146.0 contracts
Bowie Capital Management, LLC Hedge Fund•Long/Short	$6.4M 135.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$3.6M 76.0 contracts
Walleye Trading LLC RIA/Wealth	$3.5M 73.0 contracts
UBS Group AG Institution	$3.1M 66.0 contracts
A Allianz Asset Management AG Institution	$2.9M 60.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$41.0M 861.0 contracts
Polar Securities Inc. Hedge Fund•Multi-Strategy	$19.1M 400.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.8M 164.0 contracts
Walleye Trading LLC RIA/Wealth	$7.1M 149.0 contracts
J JANE STREET GROUP, LLC Institution	$3.4M 71.0 contracts
A Allianz Asset Management AG Institution	$3.1M 66.0 contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$3.0M 0.6 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.7M 57.0 contracts
UBS Group AG Institution	$2.7M 56.0 contracts
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$2.0M 42.0 contracts

Most Committed Institutions

Institutions with MCO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B BRX Global LP Hedge Fund•Value	Brian David Jackelow CFO	27.19% $28.5M	0.03% 59.7K shares	Q3 2023 Held for 2y 2m	$104.7M
Rings Capital Management LLC Hedge Fund•Value	Dan Juran Managing Partner	26.84% $57.2M	0.07% 120.0K shares	Q4 2022 Held for 2y 11m	$213.0M
V Valley Forge Advisors, LLC Hedge Fund•Long/Short	Steven Gonedes CFO	15.06% $626.2M	0.73% 1.3M shares	Q4 2016 Held for 8y 11m	$4.2B
B Bluegrass Capital Partners LP Institution	-	13.41% $20.5M	0.02% 43.0K shares	Q4 2020 Held for 4y 11m	$152.8M
T TCI Fund Management Ltd Institution	-	12.03% $6.3B	7.42% 13.3M shares	Q2 2015 Held for 10y 5m	$52.7B
AKRE CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	John Hallmark Neff CEO	10.07% $1.0B	1.18% 2.1M shares	≤ Q2 2013 Held for 12y 5m+	$10.0B
R Rothschild & Co Wealth Management UK Ltd Institution	-	8.60% $534.8M	0.63% 1.1M shares	Q3 2017 Held for 8y 2m	$6.2B
A ALTAROCK PARTNERS LLC Hedge Fund•Value	Mark Thomas Massey Founder	8.27% $452.1M	0.53% 948.7K shares	Q4 2014 Held for 10y 11m	$5.5B
Lansing Management LP Hedge Fund•Long/Short	Gerrity L. Lansing Partner	8.04% $11.1M	0.01% 23.3K shares	Q1 2025 Held for 8 months	$137.8M
G GFI Investment Counsel Ltd. RIA/Wealth	Daniel Todd Goodman CEO	8.01% $76.9M	0.09% 161.4K shares	Q2 2020 Held for 5y 5m	$960.1M

Hedge Fund Spotlight

Discover hedge funds investing in MCO

CANTILLON CAPITAL MANAGEMENT LLC

Hedge Fund • Value

Portfolio ManagerWilliam Alexander Vonmueffling

Portfolio Value: $18.2B
Positions: 38
Last Reported: Q3 2025

Sector Allocation

Position in Moody's

Market Value: $210.6M
Shares Held: 442.0K
Portfolio Weight: 1.16%
Owned Since: 2018-Q4

Top Holding	Sector	Market Value	Weight
1 Broadcom Inc. AVGO	Semiconductors Technology	$1.6B	8.54%
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$1.0B	5.60%
3 Interactive Brokers Group, Inc. IBKR	Financial - Capital Markets Financial Services	$871.4M	4.80%