Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,126 holders are listed, largest first: 1,126
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $63.6B
holders whose share count rose or who opened the position (new + add), by shares: 513
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 189

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

Newest 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 2026-07-03 → 2026-10-01 · 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	SELL	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

12 members of Congress disclosed MCO — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).