MCO
Moody's Corp
17 of the 83 super-investors we track hold MCO, worth a combined $20.06B per their latest 13F filings. The largest position: Valley Forge Capital Management at 19.1% of their portfolio. This quarter the cohort logged 1 buy and 3 sells on the name. Conviction score: 66 of 100 (how strongly the cohort backs it) — ranked #12 of 742 stocks. The stock is up 6.7x since a tracked investor first held it at conviction size (Q1 2014 or earlier).
Held through it: Valley Forge Capital Management (38q straight), AltaRock Partners (46q straight), Triple Frond Partners (41q straight) and 15 more. All multibaggers the cohort held →
Why super-investors own MCO
MCO is held by 17 super-investors in our cohort, with a combined position value of $20.1B. The highest-conviction owner is Valley Forge Capital Management at 19.1% of their portfolio. Cohort ownership has grown from 15 to 17 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 2 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Jasper Ridge Partners L.P. Acquires Shares of 9,897 Moody's Corporation $MCOMarketBeat ·
- Moody's Corporation $MCO Shares Purchased by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCMarketBeat ·
- Royal London Asset Management Ltd. Grows Holdings in Moody's Corporation $MCOMarketBeat ·
- Public Employees Retirement System of Ohio Buys Shares of 64,614 Moody's Corporation $MCOMarketBeat ·
- The Technical Signals Behind (MCO) That Institutions FollowStock Traders Daily ·
- 2,484 Shares in Moody's Corporation $MCO Bought by Dearborn Partners LLCMarketBeat ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (17) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 3.7% | 40q | $11.17B | 24,669,778 |
| 2 | Chris Hohn | 12.3% | 40q | $6.49B | 14,334,027 |
| 3 | John Armitage | 7.5% | 4q | $772M | 1,704,229 |
| 4 | Valley Forge Capital Management | 19.1% | 39q | $597M | 1,317,188 |
| 5 | Chuck Akre | 10.3% | 40q | $524M | 1,156,893 |
| 6 | AKO Capital | 4.5% | 39q | $194M | 427,920 |
| 7 | AltaRock Partners | 3.2% | 40q | $137M | 302,624 |
| 8 | Thomas Gayner | 0.7% | 40q | $97M | 213,890 |
| 9 | Joel Greenblatt | <0.1% | 40q | $29M | 64,798 |
| 10 | Bryan Lawrence | 5.7% | — 1q | $15M | 34,000 |
| 11 | Guy Spier | 8.5% | 16q | $12M | 27,000 |
| 12 | William Von Mueffling | 1.2% | 31q | $8M | 18,075 |
| 13 | Yacktman Asset Management | 0.1% | 17q | $6M | 12,405 |
| 14 | Bill Nygren | <0.1% | 38q | $863K | 1,905 |
| 15 | Francis Chou | 0.3% | 9q | $679K | 1,500 |
| 16 | Dodge & Cox Funds | 0.0% | 40q | $549K | 1,213 |
| 17 | Glenn Greenberg | <0.1% | 29q | $213K | 471 |
- 1Warren Buffettport3.7%val$11.17B24,669,778 sh·40q held
- 2Chris Hohnport12.3%val$6.49B14,334,027 sh·40q held
- 3John Armitageport7.5%val$772M1,704,229 sh·4q held
- 4Valley Forge Capital Managementport19.1%val$597M1,317,188 sh·39q held
- 5Chuck Akreport10.3%val$524M1,156,893 sh·40q held
- 6AKO Capitalport4.5%val$194M427,920 sh·39q held
- 7AltaRock Partnersport3.2%val$137M302,624 sh·40q held
- 8Thomas Gaynerport0.7%val$97M213,890 sh·40q held
- 9Joel Greenblattport<0.1%val$29M64,798 sh·40q held
- 10Bryan Lawrenceport5.7%val$15M34,000 sh·—1q held
- 11Guy Spierport8.5%val$12M27,000 sh·16q held
- 12William Von Muefflingport1.2%val$8M18,075 sh·31q held
- 13Yacktman Asset Managementport0.1%val$6M12,405 sh·17q held
- 14Bill Nygrenport<0.1%val$863K1,905 sh·38q held
- 15Francis Chouport0.3%val$679K1,500 sh·9q held
- 16Dodge & Cox Fundsport0.0%val$549K1,213 sh·40q held
- 17Glenn Greenbergport<0.1%val$213K471 sh·29q held
Owners of MCO also hold
Congress is trading MCO
Congress tracker →- Valerie Hoylesold$1,001 - $15,000 · 2025-09-23
- Lisa McClainsold$1,001 - $15,000 · 2025-06-11 · late
- Lisa McClainsold$1,001 - $15,000 · 2025-06-10 · late
- Dan Newhousesold$1,001 - $15,000 · 2025-04-11
- Lisa McClainbought$1,001 - $15,000 · 2024-12-11 · late
- Valerie Hoylebought$1,001 - $15,000 · 2024-10-29 · late
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AltaRock Partners | TRIM | 3.2% | -65% | $137M | Aug 17, 2026 |
| Li Lu | EXIT | 1.6% | -100% | $0 | Aug 14, 2026 |
| Bryan Lawrence | NEW | 5.7% | +100% | $15M | Aug 13, 2026 |
| William Von Mueffling | TRIM | 1.2% | -95% | $8M | Jul 29, 2026 |
Long US equity 13F-HR filings only. CUSIP 615369105. Not investment advice.