Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MOODYS CORP (MCO)

1K + Investors. Track Smart Money conviction in MCO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +86
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — MCO

Based on 1328 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,328 hedge funds hold MCO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+135 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

683 buying555 selling
Last quarter: 683 funds bought or added vs 555 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+87 vs last Q)

new funds entering per quarter
Funds opening a new MCO position: 127 → 156 → 106 → 193. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 16% new
874 out of 1,328 hedge funds have held MCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~193 new funds/quarter

150 → 127 → 156 → 106 → 193 new funds/Q
New funds entering each quarter: 127 → 156 → 106 → 193. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Of 1,350 current holders: 918 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
45 of 1328 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in MCO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MCO

How many hedge funds hold MCO — quarterly history vs. share price
Quarterly hedge fund ownership of MCO vs. share price

Market Analysis: MCO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MCO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

130 top-rated funds 30 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: MCO
2026 Q1 Stats Unlock in 12 days 1K + Investors

Track Smart Money conviction in MCO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1350 1276 5.8%
13F Shares 161M 159M 1.11%
Total Value $81.02B $75.33B 7.56%
New Positions 195 108 +87
Increased Positions 519 507 +12
Closed Positions 112 123 -11
Reduced Positions 486 476 +10
Total Calls 12 19 -36.84%
Total Puts 12 16 -25.0%
PUT/CALL Ratio 1.0 0.84 Neutral

Statistics: MCO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MCO. Verified SEC 13F-HR filings.

Top 25 institutional holders of MCO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aquamarine Zurich AG 8.71% 27,000 $12K
2 BLS CAPITAL FONDSMAEGLERSELSKAB A/S 7.70% 518,183 $226.1M
3 PineStone Asset Management Inc. 7.21% 2,349,784 $1.03B
4 CALEDONIA INVESTMENTS PLC 6.62% 129,800 $56.6M
5 ARMSTRONG HENRY H ASSOCIATES INC 6.41% 144,120 $62.9M
6 Maestria Partners LLC 6.37% 40,000 $17.4M
7 XXEC, Inc. 6.18% 69,245 $35.2M
8 Penbrook Management LLC 4.49% 13,600 $5.9M
9 Local Pensions Partnership Investment Ltd 4.26% 451,568 $197.1M
10 STERLING INVESTMENT MANAGEMENT, LLC 4.22% 16,126 $7.0M
11 Progressive Investment Management Corp 3.88% 33,690 $14.7M
12 Allen Investment Management, LLC 3.79% 701,813 $306.2M
13 Baskin Financial Services Inc. 3.74% 104,813 $46K
14 Crown Oak Advisors, LLC 3.66% 16,747 $7.3M
15 Katamaran Capital LLP 3.46% 9,865 $4.3M
16 Bretton Capital Management, LLC 3.31% 8,300 $3.6M
17 Watershed Asset Management, L.L.C. 3.16% 7,000 $3.1M
18 Raub Brock Capital Management LP 3.03% 27,429 $12.0M
19 GHE, LLC 2.47% 28,513 $5.9M
20 SCHWARTZ INVESTMENT COUNSEL INC 2.37% 153,000 $66.7M
21 Canoe Financial LP 2.33% 391,882 $171.0M
22 Walter Public Investments Inc. 2.27% 21,714 $9.5M
23 Hikari Power Ltd 2.02% 53,040 $23K
24 Altrafin AG 1.91% 12,675 $5.5M
25 CARDEROCK CAPITAL MANAGEMENT INC 1.84% 17,063 $7.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MOODYS CORP (MCO)

What does the Smart Money Trend signal show for MCO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MCO?

Slight buying edge — 55% buying: Last quarter: 683 funds bought or added vs 555 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MCO holders?

Elite ownership — 52% AUM from top-100 funds: 45 of 1328 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in MCO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MCO?

66% of holders stayed for 2+ years: 874 out of 1,328 hedge funds have held MCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.