Moody's Corporation· MCO

🇺🇸 US · LargeSP500NYSE

Financial Services Financial - Data & Stock Exchanges Website

Price: $468.59
Day: +1.45%
Mkt Cap: $81.16B
52W Range: $402.28 – $546.88
Volume: 1.38M
Beta: 1.33

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.1 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 1,452 institutions hold; 656 added, 531 reduced
Insiders Q3 2026: no purchases, 4 sales ($1.8M)

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Moody's Corporation

MCO|Financial Services|Financial - Data & Stock Exchanges

Current price: $469

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.5x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

2 sellers

vs 2.8 avg per quarter

Institutional net breadth · Q2 2026

+149

810 adding vs 661 reducing

Institutional ownership · Q2 2026

90.9%

1,452 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BERKSHIRE HATHAWAY INC

24.7M

+0.7%

TCI FUND MANAGEMENT LTD

14.3M

+0.7%

BLACKROCK, INC.

12.5M

-4.4%

VANGUARD CAPITAL MANAGEMENT LLC

9.8M

-0.6%

STATE STREET CORP

7.1M

+0.4%

FMR LLC

5.0M

+0.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

100

194

154

100 buying194 unchanged154 selling

448 funds held MCO in Q2 2026, holding 42.6M shares between them, down 1.5% on the quarter.

Largest fund holders

SPDR SERIES TRUST622.5K sh

FORUM FUNDS25.7K sh

NATIONWIDE MUTUAL FUNDS16.7K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 8

West Michael L

$4.4M

Sale · Mar 3

Fauber Robert

$2.4M

Sale · Mar 4

West Michael L

$2.0M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

MCO Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+14

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.1/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for MCO

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

4 sales totaling $1.8M (3.7K shares)

Share volume is at a routine pace (0.5x average)

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

0.5x

Selling pace

quarter in progress, filings still arriving

1.48%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 2.8 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, MCO

Top 8 highest-value insider trades from the last 8 quarters

West Michael L

President, Moody's Investors

Sell

9,178 shares at $475.65

≈51.6% of their stake at the time

Nov 8, 2024$4.37M

Fauber Robert

CEO

Sell

5,213 shares at $456.71

≈6.4% of their stake at the time

Mar 3, 2026$2.38M

West Michael L

President, Moody's Investors

Sell

4,250 shares at $473.72

≈32.7% of their stake at the time

Mar 4, 2026$2.01M

Tulenko Stephen T

President, Moody's Analytics

Sell

2,482 shares at $499.84

≈23.7% of their stake at the time

Feb 26, 2025$1.24M

Tulenko Stephen T

President, Moody's Analytics

Sell

2,120 shares at $511.18

≈27.6% of their stake at the time

Jul 30, 2025$1.08M

West Michael L

President, Moody's Investors

Sell

2,139 shares at $474.19

≈17.9% of their stake at the time

Feb 26, 2026$1.01M

West Michael L

President, Moody's Investors

Sell

1,375.41 shares at $509.35

≈14.4% of their stake at the time

Jul 29, 2025$700.57K

West Michael L

President, Moody's Investors

Sell

1,188 shares at $511.94

≈12.6% of their stake at the time

Jul 29, 2025$608.18K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for MCO

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

90.9% institutional ownership

Slight accumulation: 810 adding vs 661 reducing

13F shares decreased by 0.8%, a modest change

+149

Net breadth

810 adding vs 661 reducing

Accumulating

1.23

Add / reduce ratio

in Q2 2026

+24

New − closed

154 initiated, 130 exited

5 of 9

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+810 growing-661 shrinkingNet: +149

154

656

531

130

New (154)

Increased (656)

Reduced (531)

Closed (130)

Top Institutional Holders, MCO

Largest 8 institutional positions by ownership percentage as of Q2 2026

XXEC, INC.

164.1M

$365.6K

Ownership

92.79%

New

BERKSHIRE HATHAWAY INC

24.7M

$11.2B

Ownership

14.06%

+0.7%

TCI FUND MANAGEMENT LTD

14.3M

$6.5B

Ownership

8.17%

+0.7%

BLACKROCK, INC.

12.5M

$5.6B

Ownership

7.10%

-4.4%

VANGUARD CAPITAL MANAGEMENT LLC

9.8M

$4.4B

Ownership

5.56%

-0.6%

STATE STREET CORP

7.1M

$3.2B

Ownership

4.05%

+0.4%

FMR LLC

5.0M

$2.3B

Ownership

2.84%

+0.7%

GEODE CAPITAL MANAGEMENT, LLC

4.0M

$1.8B

Ownership

2.28%

-1.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 448 ETFs and mutual funds reporting

100 buying154 sellingNet: -54

100

194

154

Buying (100)

Unchanged (194)

Selling (154)

In total, funds bought 1.7M shares and sold 2.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

448 ETFs and mutual funds reporting

154 funds selling vs 100 buying

Top Fund Holders, MCO

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

622.5K

Weight

3.08%

Jul 31, 2026No change

FORUM FUNDS

25.7K

Weight

—

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

16.7K

Weight

0.00%

Jul 31, 2026Decreased

PFS FUNDS

5.5K

Weight

28.28%

Jul 31, 2026No change

Northern Lights Fund Trust

403

Weight

0.00%

Jul 31, 2026No change

Chesapeake Investment Trust

240

Weight

0.35%

Jul 31, 2026Increased

GABELLI ASSET FUND

240

Weight

0.05%

Jun 30, 2026No change

New Age Alpha Funds Trust

232

Weight

0.02%

Jun 30, 2026No change

Moody's Corporation· MCO

Holdings Analysis

Insider Trading Activity

1.3Transaction History157Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings161Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History157Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings161Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights