Who holds MCOticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MOODY'S CORP · COM · quarter ended 2026-03-31 · 12 members disclosed MCO ↗

1,126

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$63.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

513

addsholders whose share count rose or who opened the position (new + add), by shares

189

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MCO ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BERKSHIRE HATHAWAY INC	$10.8B	24,669,778	0	no change
2	TCI Fund Management Ltd	$6.3B	14,334,027	+1,025,548	add
3	BlackRock, Inc.	$5.7B	13,127,824	−901,973	trim
4	VANGUARD CAPITAL MANAGEMENT LLC	$4.3B	9,885,316	—	no prior
5	STATE STREET CORP	$3.1B	7,138,837	+4,755	add
6	FMR LLC	$2.2B	4,986,752	−489,542	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$1.8B	4,081,564	+116,084	add
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.7B	3,882,472	—	no prior
9	Fiera Capital Corp	$1.0B	2,356,454	−15,485	trim
10	PineStone Asset Management Inc.	$1.0B	2,349,784	−25,984	trim
11	Bank of New York Mellon Corp	$1.0B	2,349,281	+72,043	add
12	MORGAN STANLEY	$1.0B	2,322,297	−48,304	trim
13	NORTHERN TRUST CORP	$765M	1,752,888	+67,687	add
14	Egerton Capital (UK) LLP	$674M	1,545,670	+772,261	add
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$605M	1,328,012	+17,407	add
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$605M	1,387,075	−13,583	trim
17	WINDACRE PARTNERSHIP LLC	$581M	1,332,900	+214,000	add
18	Valley Forge Capital Management, LP	$575M	1,317,188	−104	trim
19	AKRE CAPITAL MANAGEMENT LLC	$544M	1,246,114	−489,117	trim
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$500M	1,146,533	+35,403	add
21	Rothschild & Co Wealth Management UK Ltd	$484M	1,108,934	−8,317	trim
22	PRINCIPAL FINANCIAL GROUP INC	$472M	1,081,807	+454,684	add
23	Legal & General Group Plc	$456M	1,044,841	−157,270	trim
24	Invesco Ltd.	$449M	1,029,091	+20,247	add
25	VANGUARD FIDUCIARY TRUST CO	$386M	883,679	—	no prior
26	DIMENSIONAL FUND ADVISORS LP	$385M	882,973	+59,121	add
27	SCHRODER INVESTMENT MANAGEMENT GROUP	$385M	890,699	+326,127	add
28	Amundi	$368M	842,967	−64,408	trim
29	ROYAL BANK OF CANADA	$343M	786,943	−2,895	trim
30	BAILLIE GIFFORD & CO	$333M	764,266	+77,220	add
31	DEUTSCHE BANK AG\	$326M	746,867	+45,859	add
32	BARCLAYS PLC	$310M	709,825	−440,114	trim
33	Longview Partners (Guernsey) LTD	$310M	709,634	−256,833	trim
34	BANK OF AMERICA CORP /DE/	$293M	671,947	−120,802	trim
35	Nuveen, LLC	$288M	659,944	−49,581	trim
36	STIFEL FINANCIAL CORP	$286M	655,920	−17,575	trim
37	APG Asset Management N.V.	$259M	684,104	+115,107	add
38	UBS Group AG	$257M	588,848	+174,820	add
39	NORDEA INVESTMENT MANAGEMENT AB	$239M	558,311	+5,575	add
40	MARSHFIELD ASSOCIATES	$235M	538,993	−24,564	trim
41	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$226M	518,183	+248,134	add
42	National Pension Service	$218M	499,293	+499,293	new
43	HSBC HOLDINGS PLC	$200M	459,565	−443,855	trim
44	Local Pensions Partnership Investment Ltd	$197M	451,568	−14,300	trim
45	AQR CAPITAL MANAGEMENT LLC	$197M	451,090	+371,452	add
46	ENVESTNET ASSET MANAGEMENT INC	$187M	427,526	+24,568	add
47	STOREBRAND ASSET MANAGEMENT AS	$180M	411,894	—	no prior
48	CANTILLON CAPITAL MANAGEMENT LLC	$171M	392,513	−52,887	trim
49	FIRST TRUST ADVISORS LP	$169M	388,309	−29,473	trim
50	Skye Global Management LP	$161M	368,000	+21,500	add
51	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$160M	366,884	+123,608	add
52	GENERATION INVESTMENT MANAGEMENT LLP	$160M	366,361	+140,452	add
53	VOYA INVESTMENT MANAGEMENT LLC	$158M	362,497	−66,439	trim
54	Mitsubishi UFJ Asset Management Co., Ltd.	$155M	355,176	+25,158	add
55	AMERIPRISE FINANCIAL INC	$151M	345,075	+48,982	add
56	Sumitomo Mitsui Trust Group, Inc.	$151M	345,042	−19,445	trim
57	Evergreen Quality Fund GP, Ltd.	$147M	337,200	−337,200	trim
58	Vanguard Global Advisers, LLC	$146M	335,650	—	no prior
59	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$130M	297,370	+242,283	add
60	DF DENT & CO INC	$129M	295,401	−56,527	trim
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$128M	294,426	+273	add
62	Sarasin & Partners LLP	$126M	287,785	−124,967	trim
63	LAZARD ASSET MANAGEMENT LLC	$125M	286,213	+280,712	add
64	Robeco Institutional Asset Management B.V.	$121M	276,525	+108,502	add
65	Newport Trust Company, LLC	$119M	272,656	−4,806	trim
66	VANGUARD ASSET MANAGEMENT, Ltd	$119M	271,931	—	no prior
67	KING LUTHER CAPITAL MANAGEMENT CORP	$113M	259,620	−3,776	trim
68	SEI INVESTMENTS CO	$112M	256,458	+26,329	add
69	D. E. Shaw & Co., Inc.	$108M	248,431	+81,573	add
70	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$104M	238,234	+132,096	add
71	BRISTOL JOHN W & CO INC /NY/	$100M	230,261	−2,781	trim
72	HighTower Advisors, LLC	$99.2M	227,463	−10,541	trim
73	NATIONAL BANK OF CANADA /FI/	$97.3M	222,894	−49,029	trim
74	MARKEL GROUP INC.	$93.3M	213,890	0	no change
75	CONGRESS ASSET MANAGEMENT CO	$93.1M	213,331	−4,398	trim
76	NEW YORK STATE COMMON RETIREMENT FUND	$86.5M	198,358	0	no change
77	ALLIANCEBERNSTEIN L.P.	$82.7M	161,854	−842	trim
78	Prana Capital Management, LP	$81.2M	186,187	+186,187	new
79	CANADA PENSION PLAN INVESTMENT BOARD	$81.0M	185,744	−83,310	trim
80	Universal- Beteiligungs- und Servicegesellschaft mbH	$79.2M	181,695	−7,675	trim
81	YCG, LLC	$76.3M	174,963	−6,042	trim
82	PFA Pension, Forsikringsaktieselskab	$76.1M	174,416	+174,416	new
83	WELLS FARGO & COMPANY/MN	$73.7M	168,933	+86,143	add
84	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$73.2M	167,790	+11,925	add
85	AVIVA PLC	$72.4M	165,926	−133,803	trim
86	Mitsubishi UFJ Trust & Banking Corp	$70.1M	160,577	−23,638	trim
87	CITIGROUP INC	$69.9M	160,268	+29,483	add
88	BARR E S & CO	$69.7M	159,864	−1,990	trim
89	Aberdeen Group plc	$68.2M	156,419	+201	add
90	BANK OF MONTREAL /CAN/	$67.9M	155,686	−528	trim
91	SCHWARTZ INVESTMENT COUNSEL INC	$66.7M	153,000	+34,800	add
92	Bristol Gate Capital Partners Inc.	$62.9M	144,288	−10,693	trim
93	ARMSTRONG HENRY H ASSOCIATES INC	$62.9M	144,120	−104	trim
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$61.0M	139,815	−1,793	trim
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	$60.0M	137,454	+2,700	add
96	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$56.5M	129,606	+116,988	add
97	RAYMOND JAMES FINANCIAL INC	$56.2M	129,289	−80,574	trim
98	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$56.0M	128,307	+8,800	add
99	WESTFIELD CAPITAL MANAGEMENT CO LP	$53.9M	123,603	+5,282	add
100	BNP Paribas Asset Management Holding S.A.	$53.4M	122,482	−10,208	trim
101	MANNING & NAPIER ADVISORS LLC	$53.1M	121,671	−116,958	trim
102	GFI Investment Counsel Ltd.	$52.6M	120,472	−37,943	trim
103	Rings Capital Management LLC	$52.4M	120,000	0	no change
104	Pictet Asset Management Holding SA	$52.0M	119,174	+12,726	add
105	Himalaya Capital Management LLC	$51.4M	117,784	+117,784	new
106	JANE STREET GROUP, LLC	$51.4M	117,760	+104,717	add
107	RENAISSANCE TECHNOLOGIES LLC	$48.9M	112,080	+112,080	new
108	TEACHER RETIREMENT SYSTEM OF TEXAS	$48.8M	111,855	+17,041	add
109	FRANKLIN RESOURCES INC	$47.0M	107,709	−100,782	trim
110	Korea Investment CORP	$46.9M	107,470	+5,177	add
111	Quantinno Capital Management LP	$45.5M	104,264	+29,278	add
112	1832 Asset Management L.P.	$45.4M	104,079	+11,458	add
113	Coalescence Partners Investment Management, LP	$45.2M	103,575	+103,575	new
114	PRUDENTIAL FINANCIAL INC	$44.4M	101,824	+23,785	add
115	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$44.0M	100,937	−10,390	trim
116	Quantum Capital Management, LLC / NJ	$43.5M	99,704	+15,833	add
117	Man Group plc	$43.3M	99,316	−35,959	trim
118	Bowie Capital Management, LLC	$42.4M	97,087	−18,420	trim
119	DANSKE BANK A/S	$41.3M	94,595	−1,444	trim
120	STATE OF WISCONSIN INVESTMENT BOARD	$40.7M	93,203	+5,763	add
121	Qube Research & Technologies Ltd	$39.1M	89,723	−181,063	trim
122	FIRST MANHATTAN CO. LLC.	$39.0M	89,302	−1,514	trim
123	TD ASSET MANAGEMENT INC	$38.8M	88,839	−351,865	trim
124	Junto Capital Management LP	$38.5M	88,221	+88,221	new
125	Square Wave Capital, LLC	$37.7M	86,500	−29,200	trim
126	Tidal Investments LLC	$37.6M	86,247	+12,614	add
127	ROYAL LONDON ASSET MANAGEMENT LTD	$37.2M	85,249	+10,957	add
128	CREDIT AGRICOLE S A	$36.3M	83,266	−8,658	trim
129	Chevy Chase Trust Holdings, LLC	$35.8M	82,105	−1,903	trim
130	Ironvine Capital Partners, LLC	$35.7M	81,847	−150	trim
131	CITADEL ADVISORS LLC	$35.6M	81,516	−213,957	trim
132	BANK OF NOVA SCOTIA	$35.5M	81,270	−7,189	trim
133	XXEC, Inc.	$35.2M	69,245	+57,395	add
134	SUMMITRY LLC	$34.9M	80,041	+40	add
135	KLP KAPITALFORVALTNING AS	$34.9M	79,981	+3,800	add
136	Vanguard Investments Australia, Ltd.	$34.8M	79,794	—	no prior
137	FIFTH THIRD BANCORP	$34.5M	79,163	+45,576	add
138	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$33.8M	77,513	+30,750	add
139	BRX Global LP	$32.7M	74,868	+15,125	add
140	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$32.6M	74,699	−1,340	trim
141	Focus Partners Wealth	$32.3M	73,899	+8,238	add
142	CIBC Bancorp USA Inc.	$31.7M	72,682	—	no prior
143	Asset Management One Co., Ltd.	$31.7M	72,575	−199	trim
144	Allianz Asset Management GmbH	$31.2M	71,433	+39,502	add
145	Zurcher Kantonalbank (Zurich Cantonalbank)	$31.0M	71,068	+71,068	new
146	Mariner, LLC	$30.8M	70,716	+18,846	add
147	BANQUE PICTET & CIE SA	$30.8M	70,672	−2,812	trim
148	TWO SIGMA INVESTMENTS, LP	$30.7M	70,460	−138,802	trim
149	AGF MANAGEMENT LTD	$30.7M	70,285	+14,456	add
150	Swedbank AB	$29.3M	67,214	−1,664	trim
151	BLAIR WILLIAM & CO/IL	$29.2M	66,954	+41,600	add
152	ZACKS INVESTMENT MANAGEMENT	$29.0M	66,568	−1,159	trim
153	TORONTO DOMINION BANK	$28.3M	64,760	−39,436	trim
154	MACKENZIE FINANCIAL CORP	$27.5M	63,073	−1,804	trim
155	NOMURA ASSET MANAGEMENT CO LTD	$27.2M	62,252	+936	add
156	RENAISSANCE GROUP LLC	$26.8M	61,486	−1,859	trim
157	LPL Financial LLC	$26.7M	61,152	−66,384	trim
158	Holocene Advisors, LP	$26.6M	60,924	−180,633	trim
159	NISA INVESTMENT ADVISORS, LLC	$26.0M	59,567	−9,560	trim
160	Ensign Peak Advisors, Inc	$25.6M	58,716	+8,489	add
161	Cercano Management LLC	$25.0M	57,368	0	no change
162	J. Safra Sarasin Holding AG	$25.0M	57,305	−26,737	trim
163	Candriam S.C.A.	$24.3M	55,674	+28,782	add
164	State of New Jersey Common Pension Fund D	$24.1M	55,300	−555	trim
165	VICTORY CAPITAL MANAGEMENT INC	$24.1M	55,216	−61	trim
166	Obermeyer Wealth Partners	$23.8M	54,448	+54,448	new
167	FLOSSBACH VON STORCH SE	$23.6M	54,137	−32,080	trim
168	Mediolanum International Funds Ltd	$23.6M	54,649	+4,102	add
169	Cerity Partners LLC	$23.6M	54,097	+13,772	add
170	M&T BANK CORP	$23.2M	53,083	−1,384	trim
171	11 Capital Partners LP	$23.1M	52,886	+8,980	add
172	Trexquant Investment LP	$22.8M	52,362	+52,362	new
173	Assenagon Asset Management S.A.	$22.7M	52,147	−166,696	trim
174	Bluegrass Capital Partners LP	$22.7M	52,000	+10,000	add
175	Lansforsakringar Fondforvaltning AB (publ)	$22.5M	51,510	−205	trim
176	Resona Asset Management Co.,Ltd.	$22.5M	51,559	+588	add
177	UNIO CAPITAL LLC	$22.3M	51,008	+1,954	add
178	WELCH & FORBES LLC	$22.2M	50,795	+580	add
179	PICTON MAHONEY ASSET MANAGEMENT	$22.2M	50,782	+50,044	add
180	BLI - Banque de Luxembourg Investments	$22.0M	43,293	+43,293	new
181	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$21.9M	50,226	+2,760	add
182	Select Equity Group, L.P.	$21.6M	49,558	−1,709	trim
183	Swiss Life Asset Management Ltd	$21.6M	49,494	+2,977	add
184	MAKENA CAPITAL MANAGEMENT LLC	$21.4M	49,058	+10,460	add
185	NATIXIS	$21.4M	49,028	+24,871	add
186	WELLINGTON MANAGEMENT GROUP LLP	$21.4M	48,972	−33,308	trim
187	Tredje AP-fonden	$21.3M	48,875	+48,875	new
188	Eurizon Capital SGR S.p.A.	$21.3M	48,862	+653	add
189	Zurich Insurance Group Ltd/FI	$20.8M	47,567	+22,104	add
190	CI INVESTMENTS INC.	$20.6M	47,220	−118,786	trim
191	Vinva Investment Management Ltd	$20.4M	47,243	+47,243	new
192	Perigon Wealth Management, LLC	$20.2M	46,271	−8,985	trim
193	XPONANCE LLC	$19.8M	45,341	+3,720	add
194	Fiduciary Group, LLC	$19.8M	45,287	+39	add
195	OSAIC HOLDINGS, INC.	$19.5M	44,581	−66	trim
196	Creative Planning	$19.4M	44,576	+9,235	add
197	Arizona State Retirement System	$19.2M	43,989	−1,454	trim
198	UniSuper Management Pty Ltd	$19.1M	43,767	−6,536	trim
199	PUBLIC SECTOR PENSION INVESTMENT BOARD	$19.0M	43,647	−15,084	trim
200	MetLife Investment Management, LLC	$18.7M	42,901	−1,408	trim
201	CIBC Asset Management Inc	$18.5M	42,329	+2,115	add
202	STATE OF MICHIGAN RETIREMENT SYSTEM	$18.4M	42,106	−100	trim
203	Varma Mutual Pension Insurance Co	$18.3M	41,866	0	no change
204	Czech National Bank	$18.2M	41,784	+1,328	add
205	Gotham Asset Management, LLC	$18.2M	41,634	+12,312	add
206	Kestra Advisory Services, LLC	$17.5M	40,054	−2,664	trim
207	Janus Henderson Group Ltd.	$17.5M	40,027	−635,049	trim
208	Maestria Partners LLC	$17.5M	40,000	+40,000	new
209	Bank Pictet & Cie (Europe) AG	$16.3M	37,327	−5,155	trim
210	Rafferty Asset Management, LLC	$16.3M	37,298	−9,507	trim
211	DnB Asset Management AS	$16.0M	36,679	+3,339	add
212	AMERICAN CENTURY COMPANIES INC	$16.0M	36,586	+4,326	add
213	BAMCO INC /NY/	$15.8M	36,232	+523	add
214	GHP Investment Advisors, Inc.	$15.8M	36,173	−685	trim
215	Mirae Asset Global Investments Co., Ltd.	$15.7M	35,979	+8,138	add
216	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$15.6M	35,739	+52	add
217	Federation des caisses Desjardins du Quebec	$15.5M	35,495	+1,316	add
218	CIBC WORLD MARKET INC.	$15.4M	35,243	+1,659	add
219	SEB Asset Management AB	$15.3M	34,971	—	no prior
220	Oxbow Advisors, LLC	$15.1M	34,555	+502	add
221	Generate Investment Management Ltd	$14.8M	33,885	−4,479	trim
222	Progressive Investment Management Corp	$14.7M	33,690	+26	add
223	ProShare Advisors LLC	$14.5M	33,310	+954	add
224	AE Wealth Management LLC	$14.3M	32,855	+569	add
225	Retirement Systems of Alabama	$14.2M	32,581	−58	trim
226	TOKIO MARINE ASSET MANAGEMENT CO LTD	$13.9M	31,907	+4,700	add
227	Andra AP-fonden	$13.8M	31,639	+25,839	add
228	Cetera Investment Advisers	$13.8M	31,537	−937	trim
229	Daiwa Securities Group Inc.	$13.7M	31,316	−3	trim
230	WORLDQUANT MILLENNIUM ADVISORS LLC	$13.6M	31,098	+20,208	add
231	IFM Investors Pty Ltd	$13.5M	31,012	+895	add
232	BROWN ADVISORY INC	$13.3M	30,386	−1,673	trim
233	Woodline Partners LP	$13.2M	30,331	+4,006	add
234	DONALDSON CAPITAL MANAGEMENT, LLC	$13.0M	29,786	+780	add
235	Vident Advisory, LLC	$12.9M	29,581	+1,929	add
236	Lansing Management LP	$12.1M	27,679	+696	add
237	USS Investment Management Ltd	$12.0M	27,481	+638	add
238	Raub Brock Capital Management LP	$12.0M	27,429	+3,194	add
239	MUFG Securities EMEA plc	$11.9M	27,290	+21,000	add
240	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.6M	49,352	+21,805	add
241	Corient Private Wealth LLC	$11.5M	26,915	−118,480	trim
242	Pathstone Holdings, LLC	$11.3M	25,965	+199	add
243	Vanguard Personalized Indexing Management, LLC	$11.3M	25,822	−302	trim
244	LBP AM SA	$11.1M	25,393	−13,358	trim
245	Utah Retirement Systems	$11.0M	25,274	−393	trim
246	SCOTIA CAPITAL INC.	$11.0M	25,266	−3,997	trim
247	NICOLA WEALTH MANAGEMENT LTD.	$10.9M	25,100	+25,100	new
248	Wealthfront Advisers LLC	$10.7M	24,583	+4,114	add
249	COMMONWEALTH EQUITY SERVICES, LLC	$10.6M	24,314	+92	add
250	Calamos Advisors LLC	$10.6M	24,196	+24,196	new
251	Calamos Wealth Management LLC	$10.6M	24,196	+3,500	add
252	Point72 Asset Management, L.P.	$10.4M	23,800	−265,078	trim
253	MERCER GLOBAL ADVISORS INC /ADV	$10.2M	23,387	+1,977	add
254	NorthCrest Asset Manangement, LLC	$10.2M	23,123	−13,643	trim
255	OPPENHEIMER & CO INC	$10.2M	23,292	+12,016	add
256	TD Waterhouse Canada Inc.	$10.1M	23,003	+17,381	add
257	Rakuten Investment Management, Inc.	$10.0M	23,126	+2,602	add
258	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.9M	22,795	+508	add
259	US BANCORP \DE\	$9.8M	22,568	−3,931	trim
260	GILDER GAGNON HOWE & CO LLC	$9.7M	22,165	+14,102	add
261	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$9.7M	22,129	−6,521	trim
262	NEOS Investment Management LLC	$9.6M	21,963	+1,686	add
263	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.6M	21,953	+1,326	add
264	Walter Public Investments Inc.	$9.5M	21,714	−23,859	trim
265	IEQ CAPITAL, LLC	$9.4M	21,661	+21,661	new
266	Schonfeld Strategic Advisors LLC	$9.2M	21,176	−58,082	trim
267	NISSAY ASSET MANAGEMENT CORP /JAPAN	$9.2M	21,091	+176	add
268	Empowered Funds, LLC	$9.1M	20,926	+20,926	new
269	Squarepoint Ops LLC	$8.8M	20,264	−6,989	trim
270	Ethic Inc.	$8.8M	20,110	−3,720	trim
271	Johnson Financial Group, Inc.	$8.8M	20,080	+2,667	add
272	Long Corridor Asset Management Ltd	$8.7M	20,000	+20,000	new
273	Elo Mutual Pension Insurance Co	$8.6M	19,707	−4,639	trim
274	ALPS ADVISORS INC	$8.3M	19,103	−99	trim
275	OPPENHEIMER ASSET MANAGEMENT INC.	$8.3M	19,057	−186	trim
276	Vontobel Holding Ltd.	$8.3M	19,009	−1,094	trim
277	&PARTNERS	$8.3M	18,946	+2,501	add
278	TRUIST FINANCIAL CORP	$8.3M	18,954	−937	trim
279	Y-Intercept (Hong Kong) Ltd	$8.1M	18,563	+12,516	add
280	Strategic Global Advisors, LLC	$7.9M	18,175	−450	trim
281	QRG CAPITAL MANAGEMENT, INC.	$7.9M	18,005	+2,375	add
282	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.7M	17,584	+26	add
283	NatWest Group plc	$7.7M	17,545	+528	add
284	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.6M	17,427	+952	add
285	Bayberry Capital Partners LP	$7.6M	17,340	+17,340	new
286	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.5M	17,190	−16,701	trim
287	Douglass Winthrop Advisors, LLC	$7.5M	17,189	+890	add
288	CARDEROCK CAPITAL MANAGEMENT INC	$7.4M	17,063	−505	trim
289	CASTLEARK MANAGEMENT LLC	$7.4M	16,900	+16,900	new
290	Obion Capital Management LP	$7.3M	16,843	+1,500	add
291	Crown Oak Advisors, LLC	$7.3M	16,747	+298	add
292	OP Asset Management Ltd	$7.1M	16,379	—	no prior
293	Lido Advisors, LLC	$7.1M	16,290	−646	trim
294	MACQUARIE GROUP LTD	$7.0M	16,089	−15,600	trim
295	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.0M	16,059	−27,750	trim
296	YOUSIF CAPITAL MANAGEMENT, LLC	$7.0M	16,030	−537	trim
297	Milestones Administradora de Recursos Ltda.	$7.0M	15,954	+9,601	add
298	Rockefeller Capital Management L.P.	$6.9M	15,889	+2,393	add
299	PRAGMA GESTAO DE PATRIMONIO LTD	$6.9M	15,800	−6,200	trim
300	Stanley Capital Management, LLC	$6.9M	15,758	0	no change
301	EVOKE WEALTH, LLC	$6.8M	15,599	−6,310	trim
302	KEYBANK NATIONAL ASSOCIATION/OH	$6.8M	15,568	+1,973	add
303	ODDO BHF ASSET MANAGEMENT SAS	$6.8M	15,527	+628	add
304	Blue Zone Wealth Advisors, LLC	$6.6M	15,228	−65	trim
305	Quadrature Capital Ltd	$6.5M	15,002	+15,002	new
306	SummitTX Capital, L.P.	$6.4M	14,722	+13,360	add
307	Kintegral Advisory, LLC	$6.4M	14,623	−648	trim
308	Cinctive Capital Management LP	$6.2M	14,145	+14,145	new
309	Park State Asset Management	$6.1M	13,975	−102	trim
310	East Coast Asset Management, LLC.	$6.0M	13,830	−405	trim
311	Illinois Municipal Retirement Fund	$6.0M	13,782	−49	trim
312	Insight Wealth Strategies, LLC	$5.9M	13,532	+3,057	add
313	ASR Vermogensbeheer N.V.	$5.9M	13,526	+185	add
314	KORNITZER CAPITAL MANAGEMENT INC /KS	$5.9M	13,495	+9,600	add
315	Alphinity Investment Management Pty Ltd	$5.9M	13,484	−3,980	trim
316	FIL Ltd	$5.9M	13,476	−11,412	trim
317	BENJAMIN EDWARDS INC	$5.9M	13,429	+329	add
318	Blackstone Inc.	$5.8M	13,305	+13,305	new
319	MML INVESTORS SERVICES, LLC	$5.8M	13,206	−6,849	trim
320	HB Wealth Management, LLC	$5.8M	13,205	−801	trim
321	Voleon Capital Management LP	$5.7M	13,106	−31,981	trim
322	GUGGENHEIM CAPITAL LLC	$5.7M	13,094	+1,524	add
323	Fogel Capital Management, Inc.	$5.7M	13,061	+1,686	add
324	PEAK6 LLC	$5.6M	12,936	+12,936	new
325	B. Metzler seel. Sohn & Co. AG	$5.6M	12,880	+526	add
326	Metis Global Partners, LLC	$5.6M	12,853	−502	trim
327	Roundview Capital LLC	$5.6M	12,847	+866	add
328	BEACON INVESTMENT ADVISORY SERVICES, INC.	$5.6M	12,819	−902	trim
329	Canada Post Corp Registered Pension Plan	$5.5M	12,688	+3,600	add
330	Altrafin AG	$5.5M	12,675	+3,069	add
331	Investment Management Corp of Ontario	$5.5M	12,599	−423	trim
332	National Philanthropic Trust	$5.4M	12,481	—	no prior
333	Polar Capital Holdings Plc	$5.4M	12,439	+12,439	new
334	YACKTMAN ASSET MANAGEMENT LP	$5.4M	12,405	−20	trim
335	Emmett Investment Management, LP	$5.4M	12,250	+12,250	new
336	CAXTON ASSOCIATES LLP	$5.4M	12,316	+12,316	new
337	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$5.2M	12,000	−37,000	trim
338	Connecticut Wealth Management, LLC	$5.2M	11,947	−4,863	trim
339	Castlefield Investment Partners LLP	$5.2M	11,847	+11,811	add
340	Avanza Fonder AB	$5.2M	11,845	−169	trim
341	Live Oak Private Wealth LLC	$5.1M	11,799	+353	add
342	FIRETRAIL INVESTMENTS PTY LTD	$5.1M	11,764	−7,968	trim
343	Crossmark Global Holdings, Inc.	$5.1M	11,726	—	no prior
344	INTECH INVESTMENT MANAGEMENT LLC	$5.0M	11,442	+1,513	add
345	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	$5.0M	11,355	+279	add
346	Jefferies Financial Group Inc.	$4.9M	11,343	+10,784	add
347	Lincoln Capital LLC	$4.8M	11,026	−262	trim
348	683 Capital Management, LLC	$4.8M	11,000	+11,000	new
349	Ballentine Partners, LLC	$4.8M	10,937	−891	trim
350	Windmill Hill Asset Management Ltd	$4.8M	10,912	+1,572	add
351	Smith Salley Wealth Management	$4.7M	10,832	+28	add
352	Merit Financial Group, LLC	$4.7M	10,823	+552	add
353	Havemeyer Place LP	$4.7M	10,781	+9,191	add
354	GLENMEDE TRUST CO NA	$4.7M	10,743	+24	add
355	Laird Norton Wetherby Trust Company, LLC	$4.7M	10,715	−718	trim
356	CWM, LLC	$4.6M	10,568	+2,297	add
357	Taylor Hoffman Capital Management LLC	$4.6M	10,555	+181	add
358	Coleford Investment Management Ltd.	$4.6M	10,450	+10,450	new
359	Sterling Capital Management LLC	$4.5M	10,398	−58	trim
360	Baird Financial Group, Inc.	$4.4M	10,186	+10,186	new
361	CLOVERFIELDS CAPITAL GROUP, LP	$4.4M	10,143	−208	trim
362	ALLIANZ SE	$4.4M	10,090	0	no change
363	Intrinsic Edge Capital Management LLC	$4.4M	10,000	+10,000	new
364	Americana Partners, LLC	$4.3M	9,958	−6,485	trim
365	Marex Group Ltd	$4.3M	9,897	+7,093	add
366	UMB Bank, n.a.	$4.3M	9,882	−203	trim
367	Katamaran Capital LLP	$4.3M	9,865	+5,214	add
368	VISTA INVESTMENT PARTNERS LLC	$4.3M	9,829	+9,829	new
369	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$4.3M	9,823	−4,812	trim
370	Glenview Trust Co	$4.3M	9,777	+745	add
371	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$4.3M	9,770	+9,770	new
372	K.J. Harrison & Partners Inc	$4.2M	9,675	−2,900	trim
373	Banque Cantonale Vaudoise	$4.2M	9,630	−1,904	trim
374	Verition Fund Management LLC	$4.2M	9,526	−2,063	trim
375	JENNISON ASSOCIATES LLC	$4.1M	9,478	−3,857	trim
376	Morningstar Investment Management LLC	$4.1M	9,465	−9,115	trim
377	GROUPAMA ASSET MANAGMENT	$4.1M	9,461	+252	add
378	MILLENNIUM MANAGEMENT LLC	$4.1M	9,416	−1,538	trim
379	Norinchukin Bank, The	$4.1M	9,367	+12	add
380	RITHOLTZ WEALTH MANAGEMENT	$4.1M	9,348	+104	add
381	Jain Global LLC	$4.1M	9,322	+9,322	new
382	NewEdge Advisors, LLC	$4.1M	9,303	+9,303	new
383	MIZUHO SECURITIES USA LLC	$4.0M	9,275	−1,896	trim
384	Edgestream Partners, L.P.	$4.0M	9,239	+8,220	add
385	Osmosis Investment Management UK Ltd	$4.0M	9,149	−283	trim
386	WASHINGTON TRUST BANK	$4.0M	9,095	+9,095	new
387	OMERS ADMINISTRATION Corp	$4.0M	9,068	+3,104	add
388	Atria Investments, Inc	$3.9M	8,895	+420	add
389	Caprock Group, LLC	$3.8M	8,764	−386	trim
390	HARTFORD INVESTMENT MANAGEMENT CO	$3.8M	8,738	−139	trim
391	COMMERCE BANK	$3.8M	8,735	+898	add
392	MCF Advisors LLC	$3.8M	8,641	—	no prior
393	Slow Capital, Inc.	$3.7M	8,532	+1,184	add
394	DAVENPORT & Co LLC	$3.7M	8,522	+719	add
395	FIDUCIARY TRUST CO	$3.6M	8,354	−134	trim
396	Harbor Advisors LLC	$3.5M	8,000	0	no change
397	KP Management LLC	$3.5M	8,000	−1,000	trim
398	Kepler Cheuvreux (Suisse) SA	$3.5M	7,968	−2,482	trim
399	CONNABLE OFFICE INC	$3.5M	7,951	+1,214	add
400	Vanderbilt University	$3.5M	7,940	+7,940	new
401	Sanctuary Advisors, LLC	$3.4M	7,758	−202	trim
402	Maryland State Retirement & Pension System	$3.4M	7,751	0	no change
403	Farringdon Capital, Ltd.	$3.4M	7,705	+7,705	new
404	Transamerica Financial Advisors, LLC	$3.3M	7,634	−414	trim
405	ABN AMRO INVESTMENT SOLUTIONS	$3.3M	7,627	+1,136	add
406	Generali Asset Management SPA SGR	$3.3M	7,614	−7,961	trim
407	Ascent Wealth Partners, LLC	$3.2M	7,369	+133	add
408	Allspring Global Investments Holdings, LLC	$3.2M	7,223	+70	add
409	REGIONS FINANCIAL CORP	$3.2M	7,255	−267	trim
410	Snowden Capital Advisors LLC	$3.1M	7,138	−333	trim
411	Composition Wealth, LLC	$3.1M	7,130	+202	add
412	Dai-ichi Life Insurance Company, Ltd	$3.1M	7,100	−217	trim
413	Siemens Fonds Invest GmbH	$3.1M	7,088	+27	add
414	Parallax Volatility Advisers, L.P.	$3.1M	6,693	+6,693	new
415	Watershed Asset Management, L.L.C.	$3.1M	7,000	+7,000	new
416	ING GROEP NV	$3.0M	6,968	−114	trim
417	Syntegra Private Wealth Group, LLC	$3.0M	6,937	−60	trim
418	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.0M	6,896	−1,513	trim
419	VAN STRUM & TOWNE INC.	$3.0M	6,883	0	no change
420	JOHNSON INVESTMENT COUNSEL INC	$3.0M	6,882	+47	add
421	THREADGILL FINANCIAL, LLC	$3.0M	6,864	−12,408	trim
422	Pine Valley Investments Ltd Liability Co	$3.0M	6,849	+187	add
423	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.9M	6,722	+213	add
424	Global X Japan Co., Ltd.	$2.9M	6,683	+286	add
425	CWA Asset Management Group, LLC	$2.8M	6,512	+3,383	add
426	Wealthcare Advisory Partners LLC	$2.8M	6,472	−158	trim
427	KESTRA PRIVATE WEALTH SERVICES, LLC	$2.8M	6,440	+22	add
428	GUARDIAN CAPITAL LP	$2.7M	6,289	+3,847	add
429	FIRST NATIONAL BANK OF OMAHA	$2.7M	6,289	−134	trim
430	First National Advisers, LLC	$2.7M	6,274	−776	trim
431	GREENLEAF TRUST	$2.7M	6,231	+231	add
432	Envestnet Portfolio Solutions, Inc.	$2.7M	6,193	+934	add
433	CRAWFORD INVESTMENT COUNSEL INC	$2.7M	6,120	−70	trim
434	LGT Group Foundation	$2.7M	6,105	−263	trim
435	Fairbanks Capital Management, Inc.	$2.6M	6,058	−139	trim
436	E. Ohman J:or Asset Management AB	$2.6M	6,044	+440	add
437	TRUST CO OF TOLEDO NA /OH/	$2.6M	6,031	+1	add
438	Summit Trail Advisors, LLC	$2.6M	5,976	+1,342	add
439	GATEWAY INVESTMENT ADVISERS LLC	$2.6M	5,961	+1,223	add
440	Advisors Asset Management, Inc.	$2.6M	5,928	+988	add
441	Saudi Central Bank	$2.6M	5,926	+5,926	new
442	Value Partners Investments Inc.	$2.6M	5,931	+374	add
443	Beacon Pointe Advisors, LLC	$2.6M	5,901	+3,950	add
444	D.A. DAVIDSON & CO.	$2.6M	5,878	−123	trim
445	Vise Technologies, Inc.	$2.6M	4,999	0	no change
446	VAN DEN BERG MANAGEMENT I, INC	$2.6M	5,850	−77	trim
447	Kerusso Capital Management LLC	$2.5M	5,796	−411	trim
448	Apollon Wealth Management, LLC	$2.5M	5,705	+281	add
449	NewEdge Wealth, LLC	$2.5M	5,687	−2,078	trim
450	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.5M	5,679	+5,679	new
451	KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	$2.5M	5,262	+8	add
452	Applied Capital LLC/FL	$2.5M	5,618	−192	trim
453	WEBSTER BANK, N. A.	$2.4M	5,597	−165	trim
454	NOMURA HOLDINGS INC	$2.4M	5,506	+314	add
455	Vestmark Advisory Solutions, Inc.	$2.4M	5,499	−1,053	trim
456	Private Advisor Group, LLC	$2.4M	5,497	+1,072	add
457	LMCG INVESTMENTS, LLC	$2.4M	5,487	−100	trim
458	NAPLES GLOBAL ADVISORS, LLC	$2.4M	5,487	+445	add
459	Chicago Partners Investment Group LLC	$2.4M	5,103	−280	trim
460	Sequoia Financial Advisors, LLC	$2.4M	5,443	−250	trim
461	Callan Family Office, LLC	$2.4M	5,441	−1,114	trim
462	Empirical Finance, LLC	$2.3M	5,336	−9	trim
463	TEMA ETFS LLC	$2.3M	5,295	−1,031	trim
464	Bell Asset Management Ltd	$2.3M	5,284	−119	trim
465	Lombard Odier Asset Management (Switzerland) SA	$2.3M	5,234	+5,234	new
466	Orion Porfolio Solutions, LLC	$2.3M	5,228	−625	trim
467	IMC-Chicago, LLC	$2.3M	5,212	+5,212	new
468	Rehmann Capital Advisory Group	$2.2M	5,086	−2	trim
469	Brooklyn Investment Group	$2.2M	5,066	−62	trim
470	EXCHANGE TRADED CONCEPTS, LLC	$2.2M	5,052	−760	trim
471	MAI Capital Management	$2.2M	5,048	−398	trim
472	Capital Investment Advisors, LLC	$2.2M	5,017	+1,319	add
473	Greenland Capital Management LP	$2.2M	5,010	+5,010	new
474	Meeder Advisory Services, Inc.	$2.2M	4,986	+395	add
475	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.1M	4,909	+8	add
476	Keebeck Wealth Management	$2.1M	4,883	−844	trim
477	Carnegie Investment Counsel	$2.1M	4,851	+3,770	add
478	Atom Investors LP	$2.1M	4,771	+1,477	add
479	Seilern Investment Management Ltd	$2.1M	4,732	−9,232	trim
480	VISTA INVESTMENT PARTNERS II, LLC	$2.1M	4,708	+4,708	new
481	Clearstead Advisors, LLC	$2.0M	4,696	−1,071	trim
482	Crewe Advisors LLC	$2.0M	4,630	−478	trim
483	Brevan Howard Capital Management LP	$2.0M	4,605	+4,605	new
484	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.0M	4,585	+645	add
485	QUADRANT CAPITAL GROUP LLC	$2.0M	4,577	−1,129	trim
486	Wilmington Savings Fund Society, FSB	$2.0M	4,571	−200	trim
487	TFR Capital, LLC.	$2.0M	4,548	+81	add
488	Blue Fin Capital, Inc.	$2.0M	4,531	−179	trim
489	North Dakota State Investment Board	$2.0M	4,503	−829	trim
490	Rossmore Private Capital	$2.0M	4,501	0	no change
491	Hingham Institution for Savings	$2.0M	4,500	+2,000	add
492	BURNEY CO/	$1.9M	4,456	−1,118	trim
493	S-Bank Fund Management Ltd	$1.9M	4,453	−166	trim
494	SIGNATUREFD, LLC	$1.9M	4,388	−430	trim
495	SATURNA CAPITAL CORP	$1.9M	4,362	+4,362	new
496	Plato Investment Management Ltd	$1.9M	4,281	+1,389	add
497	MUFG SECURITIES AMERICAS INC.	$1.9M	4,245	+112	add
498	CHOREO, LLC	$1.8M	4,239	−209	trim
499	CITIZENS FINANCIAL GROUP INC/RI	$1.8M	4,222	+282	add
500	SECURIAN ASSET MANAGEMENT, INC	$1.8M	4,172	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MCO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 TCI Fund Management, Himalaya Capital, Gotham Asset Management, Caxton Associates $6.3B held
Trimming: 2 Coatue Management, Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MOODY'S CORP

Merged timeline of congressional filings and notable-manager moves on MCO
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-05-15	TCI Fund Management 13F	add	+1,025,548 sh
2026-05-15	Himalaya Capital 13F	new	+117,784 sh
2026-05-15	Gotham Asset Management 13F	add	+12,312 sh
2026-05-15	Coatue Management 13F	exit	−64,260 sh
2026-05-15	Moore Capital Management 13F	exit	−14,574 sh
2026-05-14	Caxton Associates 13F	new	+12,316 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed MCO — the congressional view ↗