Public record / Tickers / MCO

MCO — MOODYS CORP /DE/

Both disclosure regimes on one name: who in Congress filed about MCO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
27
all PTR rows naming MCO
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Taylor, Nicholas V. · $250K–$500K

Sale · traded 2022-11-28 → filed 2022-12-26. Ranked over every MCO row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

8 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MCO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MCO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · partial · SP (partial sale, spouse-owned)Traded 06-10 LATE·64d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 27 ↗

Members active in MCO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MCO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-05-15TCI Fund Management 13Fadd+1,025,548 sh
2026-05-15Himalaya Capital 13Fnew+117,784 sh
2026-05-15Gotham Asset Management 13Fadd+12,312 sh
2026-05-15Coatue Management 13Fexit−64,260 sh
2026-05-15Moore Capital Management 13Fexit−14,574 sh
2026-05-14Caxton Associates 13Fnew+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MCO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BERKSHIRE HATHAWAY INC$10.8B1
2TCI Fund Management Ltd$6.3B1
3BlackRock, Inc.$5.7B1
4VANGUARD CAPITAL MANAGEMENT LLC$4.3B1
5STATE STREET CORP$3.1B1
6FMR LLC$2.2B1
7GEODE CAPITAL MANAGEMENT, LLC$1.8B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
9Fiera Capital Corp$1.0B1
10PineStone Asset Management Inc.$1.0B1
11Bank of New York Mellon Corp$1.0B1
12MORGAN STANLEY$1.0B1
13NORTHERN TRUST CORP$765M1
14Egerton Capital (UK) LLP$674M1
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/$605M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$605M1
17WINDACRE PARTNERSHIP LLC$581M1
18Valley Forge Capital Management, LP$575M1
19AKRE CAPITAL MANAGEMENT LLC$544M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$500M1
21Rothschild & Co Wealth Management UK Ltd$484M1
22PRINCIPAL FINANCIAL GROUP INC$472M1
23Legal & General Group Plc$456M1
24Invesco Ltd.$449M1
25VANGUARD FIDUCIARY TRUST CO$386M1
26DIMENSIONAL FUND ADVISORS LP$385M1
27SCHRODER INVESTMENT MANAGEMENT GROUP$385M1
28Amundi$368M1
29ROYAL BANK OF CANADA$343M1
30BAILLIE GIFFORD & CO$333M1
31DEUTSCHE BANK AG\$326M1
32BARCLAYS PLC$310M1
33Longview Partners (Guernsey) LTD$310M1
34BANK OF AMERICA CORP /DE/$293M1
35Nuveen, LLC$288M1
36STIFEL FINANCIAL CORP$286M1
37APG Asset Management N.V.$259M1
38UBS Group AG$257M1
39NORDEA INVESTMENT MANAGEMENT AB$239M1
40MARSHFIELD ASSOCIATES$235M1
41BLS CAPITAL FONDSMAEGLERSELSKAB A/S$226M1
42National Pension Service$218M1
43HSBC HOLDINGS PLC$200M1
44Local Pensions Partnership Investment Ltd$197M1
45AQR CAPITAL MANAGEMENT LLC$197M1
46ENVESTNET ASSET MANAGEMENT INC$187M1
47STOREBRAND ASSET MANAGEMENT AS$180M1
48CANTILLON CAPITAL MANAGEMENT LLC$171M1
49FIRST TRUST ADVISORS LP$169M1
50Skye Global Management LP$161M1
51CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$160M1
52GENERATION INVESTMENT MANAGEMENT LLP$160M1
53VOYA INVESTMENT MANAGEMENT LLC$158M1
54Mitsubishi UFJ Asset Management Co., Ltd.$155M1
55AMERIPRISE FINANCIAL INC$151M1
56Sumitomo Mitsui Trust Group, Inc.$151M1
57Evergreen Quality Fund GP, Ltd.$147M1
58Vanguard Global Advisers, LLC$146M1
59VOLORIDGE INVESTMENT MANAGEMENT, LLC$130M1
60DF DENT & CO INC$129M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$128M1
62Sarasin & Partners LLP$126M1
63LAZARD ASSET MANAGEMENT LLC$125M1
64Robeco Institutional Asset Management B.V.$121M1
65Newport Trust Company, LLC$119M1
66VANGUARD ASSET MANAGEMENT, Ltd$119M1
67KING LUTHER CAPITAL MANAGEMENT CORP$113M1
68SEI INVESTMENTS CO$112M1
69D. E. Shaw & Co., Inc.$108M1
70ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$104M1
71BRISTOL JOHN W & CO INC /NY/$100M1
72HighTower Advisors, LLC$99.2M1
73NATIONAL BANK OF CANADA /FI/$97.3M1
74MARKEL GROUP INC.$93.3M1
75CONGRESS ASSET MANAGEMENT CO$93.1M1
76NEW YORK STATE COMMON RETIREMENT FUND$86.5M1
77ALLIANCEBERNSTEIN L.P.$82.7M1
78Prana Capital Management, LP$81.2M1
79CANADA PENSION PLAN INVESTMENT BOARD$81.0M1
80Universal- Beteiligungs- und Servicegesellschaft mbH$79.2M1
81YCG, LLC$76.3M1
82PFA Pension, Forsikringsaktieselskab$76.1M1
83WELLS FARGO & COMPANY/MN$73.7M1
84HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$73.2M1
85AVIVA PLC$72.4M1
86Mitsubishi UFJ Trust & Banking Corp$70.1M1
87CITIGROUP INC$69.9M1
88BARR E S & CO$69.7M1
89Aberdeen Group plc$68.2M1
90BANK OF MONTREAL /CAN/$67.9M1
91SCHWARTZ INVESTMENT COUNSEL INC$66.7M1
92Bristol Gate Capital Partners Inc.$62.9M1
93ARMSTRONG HENRY H ASSOCIATES INC$62.9M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$61.0M1
95ADAGE CAPITAL PARTNERS GP, L.L.C.$60.0M1
96SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$56.5M1
97RAYMOND JAMES FINANCIAL INC$56.2M1
98United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$56.0M1
99WESTFIELD CAPITAL MANAGEMENT CO LP$53.9M1
100BNP Paribas Asset Management Holding S.A.$53.4M1
101MANNING & NAPIER ADVISORS LLC$53.1M1
102GFI Investment Counsel Ltd.$52.6M1
103Rings Capital Management LLC$52.4M1
104Pictet Asset Management Holding SA$52.0M1
105Himalaya Capital Management LLC$51.4M1
106JANE STREET GROUP, LLC$51.4M1
107RENAISSANCE TECHNOLOGIES LLC$48.9M1
108TEACHER RETIREMENT SYSTEM OF TEXAS$48.8M1
109FRANKLIN RESOURCES INC$47.0M1
110Korea Investment CORP$46.9M1
111Quantinno Capital Management LP$45.5M1
1121832 Asset Management L.P.$45.4M1
113Coalescence Partners Investment Management, LP$45.2M1
114PRUDENTIAL FINANCIAL INC$44.4M1
115MANUFACTURERS LIFE INSURANCE COMPANY, THE$44.0M1
116Quantum Capital Management, LLC / NJ$43.5M1
117Man Group plc$43.3M1
118Bowie Capital Management, LLC$42.4M1
119DANSKE BANK A/S$41.3M1
120STATE OF WISCONSIN INVESTMENT BOARD$40.7M1
121Qube Research & Technologies Ltd$39.1M1
122FIRST MANHATTAN CO. LLC.$39.0M1
123TD ASSET MANAGEMENT INC$38.8M1
124Junto Capital Management LP$38.5M1
125Square Wave Capital, LLC$37.7M1
126Tidal Investments LLC$37.6M1
127ROYAL LONDON ASSET MANAGEMENT LTD$37.2M1
128CREDIT AGRICOLE S A$36.3M1
129Chevy Chase Trust Holdings, LLC$35.8M1
130Ironvine Capital Partners, LLC$35.7M1
131CITADEL ADVISORS LLC$35.6M1
132BANK OF NOVA SCOTIA$35.5M1
133XXEC, Inc.$35.2M1
134SUMMITRY LLC$34.9M1
135KLP KAPITALFORVALTNING AS$34.9M1
136Vanguard Investments Australia, Ltd.$34.8M1
137FIFTH THIRD BANCORP$34.5M1
138FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$33.8M1
139BRX Global LP$32.7M1
140PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$32.6M1
141Focus Partners Wealth$32.3M1
142CIBC Bancorp USA Inc.$31.7M1
143Asset Management One Co., Ltd.$31.7M1
144Allianz Asset Management GmbH$31.2M1
145Zurcher Kantonalbank (Zurich Cantonalbank)$31.0M1
146Mariner, LLC$30.8M1
147BANQUE PICTET & CIE SA$30.8M1
148TWO SIGMA INVESTMENTS, LP$30.7M1
149AGF MANAGEMENT LTD$30.7M1
150Swedbank AB$29.3M1
151BLAIR WILLIAM & CO/IL$29.2M1
152ZACKS INVESTMENT MANAGEMENT$29.0M1
153TORONTO DOMINION BANK$28.3M1
154MACKENZIE FINANCIAL CORP$27.5M1
155NOMURA ASSET MANAGEMENT CO LTD$27.2M1
156RENAISSANCE GROUP LLC$26.8M1
157LPL Financial LLC$26.7M1
158Holocene Advisors, LP$26.6M1
159NISA INVESTMENT ADVISORS, LLC$26.0M1
160Ensign Peak Advisors, Inc$25.6M1
161Cercano Management LLC$25.0M1
162J. Safra Sarasin Holding AG$25.0M1
163Candriam S.C.A.$24.3M1
164State of New Jersey Common Pension Fund D$24.1M1
165VICTORY CAPITAL MANAGEMENT INC$24.1M1
166Obermeyer Wealth Partners$23.8M1
167FLOSSBACH VON STORCH SE$23.6M1
168Mediolanum International Funds Ltd$23.6M1
169Cerity Partners LLC$23.6M1
170M&T BANK CORP$23.2M1
17111 Capital Partners LP$23.1M1
172Trexquant Investment LP$22.8M1
173Assenagon Asset Management S.A.$22.7M1
174Bluegrass Capital Partners LP$22.7M1
175Lansforsakringar Fondforvaltning AB (publ)$22.5M1
176Resona Asset Management Co.,Ltd.$22.5M1
177UNIO CAPITAL LLC$22.3M1
178WELCH & FORBES LLC$22.2M1
179PICTON MAHONEY ASSET MANAGEMENT$22.2M1
180BLI - Banque de Luxembourg Investments$22.0M1
181O'SHAUGHNESSY ASSET MANAGEMENT, LLC$21.9M1
182Select Equity Group, L.P.$21.6M1
183Swiss Life Asset Management Ltd$21.6M1
184MAKENA CAPITAL MANAGEMENT LLC$21.4M1
185NATIXIS$21.4M1
186WELLINGTON MANAGEMENT GROUP LLP$21.4M1
187Tredje AP-fonden$21.3M1
188Eurizon Capital SGR S.p.A.$21.3M1
189Zurich Insurance Group Ltd/FI$20.8M1
190CI INVESTMENTS INC.$20.6M1
191Vinva Investment Management Ltd$20.4M1
192Perigon Wealth Management, LLC$20.2M1
193XPONANCE LLC$19.8M1
194Fiduciary Group, LLC$19.8M1
195OSAIC HOLDINGS, INC.$19.5M1
196Creative Planning$19.4M1
197Arizona State Retirement System$19.2M1
198UniSuper Management Pty Ltd$19.1M1
199PUBLIC SECTOR PENSION INVESTMENT BOARD$19.0M1
200MetLife Investment Management, LLC$18.7M1
201CIBC Asset Management Inc$18.5M1
202STATE OF MICHIGAN RETIREMENT SYSTEM$18.4M1
203Varma Mutual Pension Insurance Co$18.3M1
204Czech National Bank$18.2M1
205Gotham Asset Management, LLC$18.2M1
206Kestra Advisory Services, LLC$17.5M1
207Janus Henderson Group Ltd.$17.5M1
208Maestria Partners LLC$17.5M1
209Bank Pictet & Cie (Europe) AG$16.3M1
210Rafferty Asset Management, LLC$16.3M1
211DnB Asset Management AS$16.0M1
212AMERICAN CENTURY COMPANIES INC$16.0M1
213BAMCO INC /NY/$15.8M1
214GHP Investment Advisors, Inc.$15.8M1
215Mirae Asset Global Investments Co., Ltd.$15.7M1
216COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$15.6M1
217Federation des caisses Desjardins du Quebec$15.5M1
218CIBC WORLD MARKET INC.$15.4M1
219SEB Asset Management AB$15.3M1
220Oxbow Advisors, LLC$15.1M1
221Generate Investment Management Ltd$14.8M1
222Progressive Investment Management Corp$14.7M1
223ProShare Advisors LLC$14.5M1
224AE Wealth Management LLC$14.3M1
225Retirement Systems of Alabama$14.2M1
226TOKIO MARINE ASSET MANAGEMENT CO LTD$13.9M1
227Andra AP-fonden$13.8M1
228Cetera Investment Advisers$13.8M1
229Daiwa Securities Group Inc.$13.7M1
230WORLDQUANT MILLENNIUM ADVISORS LLC$13.6M1
231IFM Investors Pty Ltd$13.5M1
232BROWN ADVISORY INC$13.3M1
233Woodline Partners LP$13.2M1
234DONALDSON CAPITAL MANAGEMENT, LLC$13.0M1
235Vident Advisory, LLC$12.9M1
236Lansing Management LP$12.1M1
237USS Investment Management Ltd$12.0M1
238Raub Brock Capital Management LP$12.0M1
239MUFG Securities EMEA plc$11.9M1
240WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.6M1
241Corient Private Wealth LLC$11.5M1
242Pathstone Holdings, LLC$11.3M1
243Vanguard Personalized Indexing Management, LLC$11.3M1
244LBP AM SA$11.1M1
245Utah Retirement Systems$11.0M1
246SCOTIA CAPITAL INC.$11.0M1
247NICOLA WEALTH MANAGEMENT LTD.$10.9M1
248Wealthfront Advisers LLC$10.7M1
249COMMONWEALTH EQUITY SERVICES, LLC$10.6M1
250Calamos Advisors LLC$10.6M1
251Calamos Wealth Management LLC$10.6M1
252Point72 Asset Management, L.P.$10.4M1
253MERCER GLOBAL ADVISORS INC /ADV$10.2M1
254NorthCrest Asset Manangement, LLC$10.2M1
255OPPENHEIMER & CO INC$10.2M1
256TD Waterhouse Canada Inc.$10.1M1
257Rakuten Investment Management, Inc.$10.0M1
258NEW YORK LIFE INVESTMENT MANAGEMENT LLC$9.9M1
259US BANCORP \DE\$9.8M1
260GILDER GAGNON HOWE & CO LLC$9.7M1
261BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$9.7M1
262NEOS Investment Management LLC$9.6M1
263Sumitomo Mitsui DS Asset Management Company, Ltd$9.6M1
264Walter Public Investments Inc.$9.5M1
265IEQ CAPITAL, LLC$9.4M1
266Schonfeld Strategic Advisors LLC$9.2M1
267NISSAY ASSET MANAGEMENT CORP /JAPAN$9.2M1
268Empowered Funds, LLC$9.1M1
269Squarepoint Ops LLC$8.8M1
270Ethic Inc.$8.8M1
271Johnson Financial Group, Inc.$8.8M1
272Long Corridor Asset Management Ltd$8.7M1
273Elo Mutual Pension Insurance Co$8.6M1
274ALPS ADVISORS INC$8.3M1
275OPPENHEIMER ASSET MANAGEMENT INC.$8.3M1
276Vontobel Holding Ltd.$8.3M1
277&PARTNERS$8.3M1
278TRUIST FINANCIAL CORP$8.3M1
279Y-Intercept (Hong Kong) Ltd$8.1M1
280Strategic Global Advisors, LLC$7.9M1
281QRG CAPITAL MANAGEMENT, INC.$7.9M1
282OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.7M1
283NatWest Group plc$7.7M1
284MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.6M1
285Bayberry Capital Partners LP$7.6M1
286SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.5M1
287Douglass Winthrop Advisors, LLC$7.5M1
288CARDEROCK CAPITAL MANAGEMENT INC$7.4M1
289CASTLEARK MANAGEMENT LLC$7.4M1
290Obion Capital Management LP$7.3M1
291Crown Oak Advisors, LLC$7.3M1
292OP Asset Management Ltd$7.1M1
293Lido Advisors, LLC$7.1M1
294MACQUARIE GROUP LTD$7.0M1
295MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.0M1
296YOUSIF CAPITAL MANAGEMENT, LLC$7.0M1
297Milestones Administradora de Recursos Ltda.$7.0M1
298Rockefeller Capital Management L.P.$6.9M1
299PRAGMA GESTAO DE PATRIMONIO LTD$6.9M1
300Stanley Capital Management, LLC$6.9M1
301EVOKE WEALTH, LLC$6.8M1
302KEYBANK NATIONAL ASSOCIATION/OH$6.8M1
303ODDO BHF ASSET MANAGEMENT SAS$6.8M1
304Blue Zone Wealth Advisors, LLC$6.6M1
305Quadrature Capital Ltd$6.5M1
306SummitTX Capital, L.P.$6.4M1
307Kintegral Advisory, LLC$6.4M1
308Cinctive Capital Management LP$6.2M1
309Park State Asset Management$6.1M1
310East Coast Asset Management, LLC.$6.0M1
311Illinois Municipal Retirement Fund$6.0M1
312Insight Wealth Strategies, LLC$5.9M1
313ASR Vermogensbeheer N.V.$5.9M1
314KORNITZER CAPITAL MANAGEMENT INC /KS$5.9M1
315Alphinity Investment Management Pty Ltd$5.9M1
316FIL Ltd$5.9M1
317BENJAMIN EDWARDS INC$5.9M1
318Blackstone Inc.$5.8M1
319MML INVESTORS SERVICES, LLC$5.8M1
320HB Wealth Management, LLC$5.8M1
321Voleon Capital Management LP$5.7M1
322GUGGENHEIM CAPITAL LLC$5.7M1
323Fogel Capital Management, Inc.$5.7M1
324PEAK6 LLC$5.6M1
325B. Metzler seel. Sohn & Co. AG$5.6M1
326Metis Global Partners, LLC$5.6M1
327Roundview Capital LLC$5.6M1
328BEACON INVESTMENT ADVISORY SERVICES, INC.$5.6M1
329Canada Post Corp Registered Pension Plan$5.5M1
330Altrafin AG$5.5M1
331Investment Management Corp of Ontario$5.5M1
332National Philanthropic Trust$5.4M1
333Polar Capital Holdings Plc$5.4M1
334YACKTMAN ASSET MANAGEMENT LP$5.4M1
335Emmett Investment Management, LP$5.4M1
336CAXTON ASSOCIATES LLP$5.4M1
337CAPITOLIS LIQUID GLOBAL MARKETS LLC$5.2M1
338Connecticut Wealth Management, LLC$5.2M1
339Castlefield Investment Partners LLP$5.2M1
340Avanza Fonder AB$5.2M1
341Live Oak Private Wealth LLC$5.1M1
342FIRETRAIL INVESTMENTS PTY LTD$5.1M1
343Crossmark Global Holdings, Inc.$5.1M1
344INTECH INVESTMENT MANAGEMENT LLC$5.0M1
345TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$5.0M1
346Jefferies Financial Group Inc.$4.9M1
347Lincoln Capital LLC$4.8M1
348683 Capital Management, LLC$4.8M1
349Ballentine Partners, LLC$4.8M1
350Windmill Hill Asset Management Ltd$4.8M1
351Smith Salley Wealth Management$4.7M1
352Merit Financial Group, LLC$4.7M1
353Havemeyer Place LP$4.7M1
354GLENMEDE TRUST CO NA$4.7M1
355Laird Norton Wetherby Trust Company, LLC$4.7M1
356CWM, LLC$4.6M1
357Taylor Hoffman Capital Management LLC$4.6M1
358Coleford Investment Management Ltd.$4.6M1
359Sterling Capital Management LLC$4.5M1
360Baird Financial Group, Inc.$4.4M1
361CLOVERFIELDS CAPITAL GROUP, LP$4.4M1
362ALLIANZ SE$4.4M1
363Intrinsic Edge Capital Management LLC$4.4M1
364Americana Partners, LLC$4.3M1
365Marex Group Ltd$4.3M1
366UMB Bank, n.a.$4.3M1
367Katamaran Capital LLP$4.3M1
368VISTA INVESTMENT PARTNERS LLC$4.3M1
369DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$4.3M1
370Glenview Trust Co$4.3M1
371NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.3M1
372K.J. Harrison & Partners Inc$4.2M1
373Banque Cantonale Vaudoise$4.2M1
374Verition Fund Management LLC$4.2M1
375JENNISON ASSOCIATES LLC$4.1M1
376Morningstar Investment Management LLC$4.1M1
377GROUPAMA ASSET MANAGMENT$4.1M1
378MILLENNIUM MANAGEMENT LLC$4.1M1
379Norinchukin Bank, The$4.1M1
380RITHOLTZ WEALTH MANAGEMENT$4.1M1
381Jain Global LLC$4.1M1
382NewEdge Advisors, LLC$4.1M1
383MIZUHO SECURITIES USA LLC$4.0M1
384Edgestream Partners, L.P.$4.0M1
385Osmosis Investment Management UK Ltd$4.0M1
386WASHINGTON TRUST BANK$4.0M1
387OMERS ADMINISTRATION Corp$4.0M1
388Atria Investments, Inc$3.9M1
389Caprock Group, LLC$3.8M1
390HARTFORD INVESTMENT MANAGEMENT CO$3.8M1
391COMMERCE BANK$3.8M1
392MCF Advisors LLC$3.8M1
393Slow Capital, Inc.$3.7M1
394DAVENPORT & Co LLC$3.7M1
395FIDUCIARY TRUST CO$3.6M1
396Harbor Advisors LLC$3.5M1
397KP Management LLC$3.5M1
398Kepler Cheuvreux (Suisse) SA$3.5M1
399CONNABLE OFFICE INC$3.5M1
400Vanderbilt University$3.5M1
401Sanctuary Advisors, LLC$3.4M1
402Maryland State Retirement & Pension System$3.4M1
403Farringdon Capital, Ltd.$3.4M1
404Transamerica Financial Advisors, LLC$3.3M1
405ABN AMRO INVESTMENT SOLUTIONS$3.3M1
406Generali Asset Management SPA SGR$3.3M1
407Ascent Wealth Partners, LLC$3.2M1
408Allspring Global Investments Holdings, LLC$3.2M1
409REGIONS FINANCIAL CORP$3.2M1
410Snowden Capital Advisors LLC$3.1M1
411Composition Wealth, LLC$3.1M1
412Dai-ichi Life Insurance Company, Ltd$3.1M1
413Siemens Fonds Invest GmbH$3.1M1
414Parallax Volatility Advisers, L.P.$3.1M1
415Watershed Asset Management, L.L.C.$3.1M1
416ING GROEP NV$3.0M1
417Syntegra Private Wealth Group, LLC$3.0M1
418LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.0M1
419VAN STRUM & TOWNE INC.$3.0M1
420JOHNSON INVESTMENT COUNSEL INC$3.0M1
421THREADGILL FINANCIAL, LLC$3.0M1
422Pine Valley Investments Ltd Liability Co$3.0M1
423BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.9M1
424Global X Japan Co., Ltd.$2.9M1
425CWA Asset Management Group, LLC$2.8M1
426Wealthcare Advisory Partners LLC$2.8M1
427KESTRA PRIVATE WEALTH SERVICES, LLC$2.8M1
428GUARDIAN CAPITAL LP$2.7M1
429FIRST NATIONAL BANK OF OMAHA$2.7M1
430First National Advisers, LLC$2.7M1
431GREENLEAF TRUST$2.7M1
432Envestnet Portfolio Solutions, Inc.$2.7M1
433CRAWFORD INVESTMENT COUNSEL INC$2.7M1
434LGT Group Foundation$2.7M1
435Fairbanks Capital Management, Inc.$2.6M1
436E. Ohman J:or Asset Management AB$2.6M1
437TRUST CO OF TOLEDO NA /OH/$2.6M1
438Summit Trail Advisors, LLC$2.6M1
439GATEWAY INVESTMENT ADVISERS LLC$2.6M1
440Advisors Asset Management, Inc.$2.6M1
441Saudi Central Bank$2.6M1
442Value Partners Investments Inc.$2.6M1
443Beacon Pointe Advisors, LLC$2.6M1
444D.A. DAVIDSON & CO.$2.6M1
445Vise Technologies, Inc.$2.6M1
446VAN DEN BERG MANAGEMENT I, INC$2.6M1
447Kerusso Capital Management LLC$2.5M1
448Apollon Wealth Management, LLC$2.5M1
449NewEdge Wealth, LLC$2.5M1
450UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.5M1
451KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$2.5M1
452Applied Capital LLC/FL$2.5M1
453WEBSTER BANK, N. A.$2.4M1
454NOMURA HOLDINGS INC$2.4M1
455Vestmark Advisory Solutions, Inc.$2.4M1
456Private Advisor Group, LLC$2.4M1
457LMCG INVESTMENTS, LLC$2.4M1
458NAPLES GLOBAL ADVISORS, LLC$2.4M1
459Chicago Partners Investment Group LLC$2.4M1
460Sequoia Financial Advisors, LLC$2.4M1
461Callan Family Office, LLC$2.4M1
462Empirical Finance, LLC$2.3M1
463TEMA ETFS LLC$2.3M1
464Bell Asset Management Ltd$2.3M1
465Lombard Odier Asset Management (Switzerland) SA$2.3M1
466Orion Porfolio Solutions, LLC$2.3M1
467IMC-Chicago, LLC$2.3M1
468Rehmann Capital Advisory Group$2.2M1
469Brooklyn Investment Group$2.2M1
470EXCHANGE TRADED CONCEPTS, LLC$2.2M1
471MAI Capital Management$2.2M1
472Capital Investment Advisors, LLC$2.2M1
473Greenland Capital Management LP$2.2M1
474Meeder Advisory Services, Inc.$2.2M1
475NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.1M1
476Keebeck Wealth Management$2.1M1
477Carnegie Investment Counsel$2.1M1
478Atom Investors LP$2.1M1
479Seilern Investment Management Ltd$2.1M1
480VISTA INVESTMENT PARTNERS II, LLC$2.1M1
481Clearstead Advisors, LLC$2.0M1
482Crewe Advisors LLC$2.0M1
483Brevan Howard Capital Management LP$2.0M1
484NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.0M1
485QUADRANT CAPITAL GROUP LLC$2.0M1
486Wilmington Savings Fund Society, FSB$2.0M1
487TFR Capital, LLC.$2.0M1
488Blue Fin Capital, Inc.$2.0M1
489North Dakota State Investment Board$2.0M1
490Rossmore Private Capital$2.0M1
491Hingham Institution for Savings$2.0M1
492BURNEY CO/$1.9M1
493S-Bank Fund Management Ltd$1.9M1
494SIGNATUREFD, LLC$1.9M1
495SATURNA CAPITAL CORP$1.9M1
496Plato Investment Management Ltd$1.9M1
497MUFG SECURITIES AMERICAS INC.$1.9M1
498CHOREO, LLC$1.8M1
499CITIZENS FINANCIAL GROUP INC/RI$1.8M1
500SECURIAN ASSET MANAGEMENT, INC$1.8M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MCO

RETAINED WINDOW · ACTIVE HITS

Zero hits on MCO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for MCO · financials and macro

Financials — as filed PLANNED

MCO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MCO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing