MCO
Moody's Corporation · Financial Services · Financial - Data & Stock Exchanges
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow -0.3% ·
net new positions +4.8%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 942.52K | $427.05M | n/a | −2 |
| Q2 2026 | 176 | +2 | 122.05M | $55.29B | +6 | −5 |
| Q1 2026 | 178 | +5 | 122.81M | $53.58B | +8 | −4 |
| Q4 2025 | 172 | 0 | 129.65M | $66.22B | +2 | −1 |
| Q3 2025 | 28 | +1 | 94.69M | $45.11B | +1 | −1 |
| Q2 2025 | 25 | -2 | 89.93M | $45.10B | n/a | −2 |
| Q1 2025 | 24 | 0 | 53.34M | $24.84B | n/a | n/a |
| Q4 2024 | 24 | +2 | 53.82M | $25.47B | +2 | n/a |
| Q3 2024 | 21 | +1 | 47.13M | $22.36B | +2 | −1 |
| Q2 2024 | 20 | n/a | 47.25M | $19.89B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway ✦ | 24.67M | 0.0% | $11.71B | 4.4% | Held | 2 | SEC ↗ ×3 |
| 2 | TCI Fund Management ✦ | 13.25M | 0.0% | $6.29B | 14.3% | Held | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 3.61M | +13.0% | $1.71B | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Baillie Gifford ✦ | 2.05M | -15.2% | $973.88M | 0.7% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Norges Bank ✦ (passive) | 1.90M | -2.7% | $901.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 502.43K | -14.9% | $238.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Markel Group ✦ | 213.89K | 0.0% | $101.51M | 0.9% | Held | 2 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 185.40K | +24.5% | $87.99M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 9 | Adage Capital Partners ✦ | 147.65K | -2.0% | $70.08M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 140.70K | New | $66.77M | 0.1% | New | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 110.17K | -37.3% | $52.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 12 | Citadel Advisors ✦ | 90.02K | +4774.0% | $42.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Arrowstreet Capital ✦ | 77.61K | New | $36.83M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 52.03K | -29.2% | $24.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Gotham Asset Management ✦ | 26.44K | +11.7% | $12.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Harris Associates (Oakmark) ✦ | 25.22K | -91.7% | $11.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 25.02K | -47.8% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 18.69K | +715.6% | $8.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 17.48K | +79.2% | $8.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | GAMCO Investors ✦ | 11.12K | -2.3% | $5.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Dodge & Cox ✦ | 1.57K | 0.0% | $743,208 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $66.77M | 0.1% |
| Arrowstreet Capital | $36.83M | 0.0% |
Exited
| Bridgewater Associates | $3.74M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,366 holders, 160.18M shares, $67.82B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 623 sh · $283,465
Officer, Director · 300 sh · $136,500
Officer, Director · 300 sh · $150,567
Officer, Director · 1.17K sh · $585,706
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology