MCO Moody's Corporation

NYSE
$449.63

Moody's Corporation (MCO) Institutional Ownership

What the institutions did with MCO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
13
filed both this quarter and last
Managers holding
12
-1 on the quarter
Buyers
4
0 opened new
Sellers
6
1 sold out entirely
Buyer share
40.0%
of managers who traded it
Breadth
-20.0
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3.5K 32.7%
General Partner, Inc. 2.5K 24.0%
CX Institutional 1.2K 11.5%
Montecito Bank & Trust 784 7.4%
Boltwood Capital Management 650 6.1%
Versant Capital Management, Inc 576 5.4%
BAKER TILLY WEALTH MANAGEMENT, LLC 545 5.1%
MassMutual Private Wealth & Trust, FSB 507 4.8%
EASTERN BANK 274 2.6%
Rosenberg Matthew Hamilton 12 0.1%
Planning Strategies Inc. 10 0.1%
BURKETT FINANCIAL SERVICES, LLC 7 0.1%

Largest changes

Manager Action Previous Current Change
General Partner, Inc. Reduced 2.8K 2.5K -300
BAKER TILLY WEALTH MANAGEMENT, LLC Reduced 660 545 -115
CX Institutional Increased 1.1K 1.2K +72
MassMutual Private Wealth & Trust, FSB Reduced 555 507 -48
EASTERN BANK Reduced 313 274 -39
Montecito Bank & Trust Increased 754 784 +30
Versant Capital Management, Inc Increased 556 576 +20
Boltwood Capital Management Reduced 665 650 -15
GoalVest Advisory LLC Sold Out 11 0 -11
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Increased 3.5K 3.5K +2

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.