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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2024 | BERKSHIRE HATHAWAY INC | 24.67 M | $9.70 B | 0.00% | 13.51% |
| 05/10/2024 | VANGUARD GROUP INC | 14.28 M | $5.61 B | 0.84% | 7.82% |
| 05/10/2024 | BLACKROCK INC. | 13.32 M | $5.24 B | 3.01% | 7.29% |
| 05/15/2024 | TCI FUND MANAGEMENT LTD | 12.20 M | $4.79 B | 1.24% | 6.68% |
| 05/15/2024 | STATE STREET CORP | 6.91 M | $2.72 B | 0.77% | 3.78% |
| 05/13/2024 | FMR LLC | 5.40 M | $2.12 B | -0.43% | 2.95% |
| 05/23/2024 | AKRE CAPITAL MANAGEMENT LLC | 4.45 M | $1.75 B | -6.78% | 2.44% |
| 05/15/2024 | MORGAN STANLEY | 3.82 M | $1.50 B | -2.04% | 2.09% |
| 05/01/2024 | FIERA CAPITAL CORP | 3.78 M | $1.49 B | -3.70% | 2.07% |
| 05/01/2024 | BAILLIE GIFFORD & CO | 3.22 M | $1.26 B | -11.62% | 1.76% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 3.10 M | $1.21 B | 3.18% | 1.70% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 2.69 M | $1.06 B | 4.91% | 1.47% |
| 04/25/2024 | NINETY ONE UK LTD | 1.96 M | $768.73 M | 2.08% | 1.07% |
| 05/15/2024 | WINDACRE PARTNERSHIP LLC | 1.75 M | $686.23 M | 11.06% | 0.96% |
| 05/02/2024 | ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 1.67 M | $656.83 M | 0.10% | 0.92% |
| 05/14/2024 | LONGVIEW PARTNERS (GUERNSEY) LTD | 1.67 M | $654.85 M | -2.71% | 0.91% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 1.63 M | $640.97 M | 10.26% | 0.89% |
| 05/14/2024 | NORTHERN TRUST CORP | 1.51 M | $594.46 M | -4.29% | 0.83% |
| 05/02/2024 | JENNISON ASSOCIATES LLC | 1.49 M | $587.15 M | -1.42% | 0.82% |
| 05/10/2024 | JPMORGAN CHASE & CO | 1.47 M | $576.95 M | 138.00% | 0.80% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 1.41 M | $553.37 M | -9.23% | 0.77% |
| 05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.37 M | $540.32 M | 10.01% | 0.75% |
| 05/15/2024 | VALLEY FORGE CAPITAL MANAGEMENT, LP | 1.22 M | $478.87 M | 0.00% | 0.67% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 1.21 M | $476.19 M | -15.19% | 0.66% |
| 05/10/2024 | VERITAS ASSET MANAGEMENT LLP | 1.11 M | $435.32 M | -30.42% | 0.61% |
| 05/14/2024 | INVESCO LTD. | 1.08 M | $425.02 M | 23.65% | 0.59% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 1.01 M | $395.96 M | 0.39% | 0.55% |
| 04/16/2024 | STONEPINE ASSET MANAGEMENT INC. | 973,622 | $382.66 M | -45.12% | 0.53% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 972,048 | $382.04 M | -19.82% | 0.53% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 922,499 | $362.57 M | 2.71% | 0.50% |
| 05/07/2024 | ALLEN INVESTMENT MANAGEMENT LLC | 895,050 | $351.78 M | 39.66% | 0.49% |
| 04/24/2024 | BROWN ADVISORY INC | 834,203 | $327.87 M | -2.83% | 0.46% |
| 05/21/2024 | ALTAROCK PARTNERS LLC | 800,135 | $314.48 M | -1.30% | 0.44% |
| 05/13/2024 | NEUBERGER BERMAN GROUP LLC | 791,340 | $311.02 M | -1.89% | 0.43% |
| 05/15/2024 | ROYAL BANK OF CANADA | 775,241 | $304.69 M | 10.83% | 0.42% |
| 05/15/2024 | HARRIS ASSOCIATES L P | 765,980 | $301.05 M | -5.94% | 0.42% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 741,739 | $291.53 M | 6.57% | 0.41% |
| 05/14/2024 | AKO CAPITAL LLP | 712,769 | $280.14 M | 0.00% | 0.39% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 637,843 | $250.69 M | -6.09% | 0.35% |
| 05/15/2024 | BARCLAYS PLC | 618,175 | $242.96 M | -10.11% | 0.34% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 608,544 | $239.18 M | 13.65% | 0.33% |
| 05/15/2024 | VOYA INVESTMENT MANAGEMENT LLC | 567,507 | $223.05 M | -0.32% | 0.31% |
| 05/09/2024 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 558,218 | $219.40 M | 7.27% | 0.31% |
| 05/15/2024 | DF DENT & CO INC | 537,259 | $211.16 M | -1.54% | 0.29% |
| 05/13/2024 | FRANKLIN RESOURCES INC | 530,652 | $208.56 M | -7.89% | 0.29% |
| 05/08/2024 | RUSSELL INVESTMENTS GROUP, LTD. | 521,507 | $204.66 M | -3.88% | 0.29% |
| 05/15/2024 | MARSHFIELD ASSOCIATES | 514,922 | $202.38 M | 0.01% | 0.28% |
| 05/08/2024 | CANTILLON CAPITAL MANAGEMENT LLC | 510,406 | $200.60 M | -1.97% | 0.28% |
| 05/15/2024 | AMUNDI | 509,509 | $190.86 M | -24.31% | 0.28% |
| 05/14/2024 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 485,739 | $190.91 M | -11.25% | 0.27% |
A. During the previous two years, 1512 institutional investors and hedge funds held shares of Moody's Corporation. The most heavily invested institutionals were:
BERKSHIRE HATHAWAY INC: 24.67 M
VANGUARD GROUP INC: 14.28 M
BlackRock Inc.: 13.32 M
TCI Fund Management Ltd: 12.2 M
STATE STREET CORP: 6.91 M
FMR LLC: 5.4 M
A. 89.72% of Moody's Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 225.18 M shares in the last 24 months. This purchase volume represents approximately $97.43 B in transactions.
