MCONYSEServices-Consumer Credit Reporting, Collection AgenciesFiscal year ends December 31
MOODYS CORP /DE/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026
$481.26−3.81 (-0.79%)
Close on Oct 19, 2026
- Market cap
- $83.98B
- P/E (TTM)
- 30.5
- Dividend yield
- 0.78%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.5%
158M of 173M shares
Institutional holders
1,408
154 new, 111 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 34 sales
Net sold $13.33M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| TCI Fund Management Ltd | 14,334,027 | 8.21% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 12,930,024 | 7.10% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 11,415,565 | 6.41% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MCO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 24,669,778 | 14.24% | $11.17B | – | 3.73% |
| Tci Fund Management Ltd | 14,334,027 | 8.28% | $6.49B | – | 12.30% |
| BlackRock, Inc. | 12,461,878 | 7.20% | $5.64B | −665,946 | 0.08% |
| Vanguard Capital Management LLC | 9,757,973 | 5.63% | $4.42B | −127,343 | 0.09% |
| State Street Corp | 7,111,386 | 4.11% | $3.22B | −27,451 | 0.10% |
| FMR LLC | 4,985,040 | 2.88% | $2.26B | −1,712 | 0.10% |
| Geode Capital Management, LLC | 4,006,816 | 2.31% | $1.81B | −74,748 | 0.10% |
| Vanguard Portfolio Management LLC | 3,733,380 | 2.16% | $1.69B | −149,092 | 0.08% |
| Morgan Stanley | 2,379,424 | 1.37% | $1.08B | +57,127 | 0.06% |
| Norges Bank | 2,372,048 | 1.37% | $1.07B | New | 0.11% |
| PineStone Asset Management Inc. | 2,283,961 | 1.32% | $1.03B | −65,823 | 6.39% |
| Goldman Sachs Group Inc | 2,126,435 | 1.23% | $963.10M | −30,524 | 0.08% |
| Fiera Capital Corp | 2,085,400 | 1.20% | $944.52M | −271,054 | 3.43% |
| Bank of New York Mellon Corp | 2,019,609 | 1.17% | $914.72M | −329,672 | 0.15% |
| Egerton Capital (UK) LLP | 1,704,229 | 0.98% | $771.88M | +158,559 | 7.46% |
| Northern Trust Corp | 1,671,990 | 0.97% | $757.28M | −80,898 | 0.09% |
| Price T Rowe Associates Inc /Md/ | 1,545,468 | 0.89% | $699.97K | −285,290 | 0.07% |
| Principal Financial Group Inc | 1,461,325 | 0.84% | $661.89M | +379,518 | 0.33% |
| UBS Asset Management Americas Inc | 1,420,099 | 0.82% | $643.19M | +33,024 | 0.12% |
| Windacre Partnership LLC | 1,409,900 | 0.81% | $638.57M | +77,000 | 6.31% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,408 | 158M | 91.5% | 154 / 501 | 525 / 111 | 8M | 10M |
| Q1 2026 | 1,384 | 161M | 92.8% | 151 / 496 | 511 / 174 | 26M | 13M |
| Q4 2025 | 1,425 | 163M | 94.3% | 205 / 507 | 477 / 90 | 10M | 10M |
| Q3 2025 | 1,338 | 164M | 94.5% | 110 / 493 | 465 / 102 | 9M | 11M |
| Q2 2025 | 1,348 | 166M | 95.9% | 150 / 508 | 457 / 97 | 6M | 7M |
| Q1 2025 | 1,314 | 167M | 96.4% | 130 / 533 | 424 / 102 | 9M | 7M |
| Q4 2024 | 1,302 | 165M | 95.5% | 184 / 443 | 446 / 64 | 9M | 10M |
| Q3 2024 | 1,207 | 166M | 96.0% | 119 / 463 | 396 / 59 | 21M | 11M |
| Q2 2024 | 1,160 | 169M | 97.4% | 111 / 420 | 390 / 72 | 8M | 18M |
| Q1 2024 | 1,132 | 180M | 100.0% | 117 / 410 | 395 / 74 | 15M | 9M |
| Q4 2023 | 1,102 | 174M | 100.0% | 144 / 362 | 419 / 64 | 15M | 9M |
| Q3 2023 | 1,034 | 169M | 97.4% | 90 / 377 | 349 / 70 | 8M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MCO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 4,714,241 | 2.72% | $2.14B | 0.09% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 3,892,612 | 2.25% | $1.76B | 0.11% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,066,187 | 1.19% | $935.82M | 0.11% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,963,370 | 1.13% | $889.90M | 0.11% | May 31, 2026 |
| Vanguard Growth Index Fund | 1,690,259 | 0.98% | $765.55M | 0.20% | Jun 30, 2026 |
| Fidelity Contrafund | 1,190,555 | 0.69% | $539.23M | 0.30% | Jun 30, 2026 |
| Fidelity Magellan Fund | 1,053,279 | 0.61% | $477.05M | 1.26% | Jun 30, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 1,016,285 | 0.59% | $460.30M | 0.90% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 850,062 | 0.49% | $406.65M | 0.31% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 815,616 | 0.47% | $369.41M | 0.11% | Jun 30, 2026 |
| Akre Focus ETF | 761,198 | 0.44% | $364.14M | 6.94% | Jul 31, 2026 |
| MidCap Fund | 689,454 | 0.40% | $329.82M | 1.43% | Jul 31, 2026 |
| Fidelity SAI U.S. Quality Index Fund | 531,513 | 0.31% | $254.27M | 0.71% | Jul 31, 2026 |
| MFS Massachusetts Investors Growth Stock Fund | 486,227 | 0.28% | $220.38M | 2.39% | May 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 413,856 | 0.24% | $197.98M | 0.21% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert Fauber | President and CEO, Director | 73,989 | 0.04% | Sep 2, 2026 |
| Richard G. Steele | SVP - General Counsel | 5,441 | 0.00% | Jul 2, 2026 |
| Christina Kosmowski | CEO, Moody's Analytics | 21,542 | 0.01% | Jul 2, 2026 |
| Jason D. Phillips | Chief Acctg Off & Controller | 2,098 | 0.00% | Mar 5, 2026 |
| Michael L. West | President, Moody's Investors | 8,759 | 0.01% | Mar 5, 2026 |
| Noemie Clemence Heuland | SVP & Chief Financial Officer | 4,086 | 0.00% | Mar 5, 2026 |
| Stephen T. Tulenko | President, Moody's Analytics | 5,258 | 0.00% | Aug 5, 2025 |
| Caroline Sullivan | SVP, Corp Controller | 1,683 | 0.00% | Mar 4, 2025 |
| Jose Minaya | Director | 2,915 | 0.00% | Sep 8, 2026 |
| Saun Bruce Van | Director | 9,901 | 0.01% | Sep 8, 2026 |
| Therese Esperdy | Director | 5,239 | 0.00% | Sep 8, 2026 |
| Leslie Seidman | Director | 12,207 | 0.01% | Sep 8, 2026 |
| Jorge A. Bermudez | Director | 22,955 | 0.01% | Sep 8, 2026 |
| Vincent A. Forlenza | Director | 8,779 | 0.01% | Sep 8, 2026 |
| Lisa P. Sawicki | Director | 530 | 0.00% | Sep 8, 2026 |
| Zig Serafin | Director | 3,195 | 0.00% | Feb 26, 2026 |
| Sumit Dhawan | Director | 927 | 0.00% | Feb 26, 2026 |
| Lloyd Howell Jr | Director | 2,866 | 0.00% | Jun 9, 2025 |
| Kathryn Hill | Director | 19,612 | 0.01% | Mar 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lisa P. Sawicki Director | Sep 4, 2026 | Award | +1.11 | – | – | 530 |
| Vincent A. Forlenza Director | Sep 4, 2026 | Award | +15.19 | – | – | 8,779 |
| Jorge A. Bermudez Director | Sep 4, 2026 | Award | +16 | – | – | 22,955 |
| Jorge A. Bermudez Director | Sep 4, 2026 | Award | +1.3 | – | – | 22,956 |
| Saun Bruce Van Director | Sep 4, 2026 | Award | +13.38 | – | – | 9,901 |
| Saun Bruce Van Director | Sep 4, 2026 | Award | +7 | – | – | 9,887 |
| Leslie Seidman Director | Sep 4, 2026 | Award | +2.12 | – | – | 12,207 |
| Leslie Seidman Director | Sep 4, 2026 | Award | +14 | – | – | 12,205 |
| Jose Minaya Director | Sep 4, 2026 | Award | +6.08 | – | – | 2,915 |
| Therese Esperdy Director | Sep 4, 2026 | Award | +10.93 | – | – | 5,239 |
| Robert Fauber President and CEO, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −1,167 | $501.89 | $585.71K | 51,664 |
| Robert Fauber President and CEO, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −300 | $501.89 | $150.57K | 51,664 |
| Robert Fauber President and CEO, Director | Sep 1, 2026 | Option exercise | +592 | $113.34 | $67.10K | 52,256 |
| Robert Fauber President and CEO, Director | Sep 1, 2026 | Option exercise | +575 | $167.50 | $96.31K | 52,831 |
| Robert Fauber President and CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −300 | $484.30 | $145.29K | 51,964 |
| Robert Fauber President and CEO, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −1,167 | $484.30 | $565.18K | 51,964 |
| Robert Fauber President and CEO, Director | Aug 3, 2026 | Option exercise | +592 | $113.34 | $67.10K | 52,556 |
| Robert Fauber President and CEO, Director | Aug 3, 2026 | Option exercise | +575 | $167.50 | $96.31K | 53,131 |
| Richard G. Steele SVP - General Counsel | Jul 1, 2026 | Sale(10b5-1 plan) | −157 | $455.49 | $71.51K | 1,828 |
| Christina Kosmowski CEO, Moody's Analytics | Jul 1, 2026 | Award | +21,542 | – | – | 21,542 |
| Robert Fauber President and CEO, Director | Jul 1, 2026 | Option exercise | +575 | $167.50 | $96.31K | 53,431 |
| Robert Fauber President and CEO, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −300 | $455.49 | $136.65K | 52,264 |
| Robert Fauber President and CEO, Director | Jul 1, 2026 | Option exercise | +592 | $113.34 | $67.10K | 52,856 |
| Robert Fauber President and CEO, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −1,167 | $455.49 | $531.56K | 52,264 |
| Leslie Seidman Director | Jun 5, 2026 | Award | +2.31 | – | – | 12,191 |
| Leslie Seidman Director | Jun 5, 2026 | Award | +16 | – | – | 12,189 |
| Therese Esperdy Director | Jun 5, 2026 | Award | +11.91 | – | – | 5,228 |
| Lisa P. Sawicki Director | Jun 5, 2026 | Award | +1.21 | – | – | 529 |
| Jorge A. Bermudez Director | Jun 5, 2026 | Award | +1.42 | – | – | 22,939 |
| Jorge A. Bermudez Director | Jun 5, 2026 | Award | +19 | – | – | 22,937 |
| Vincent A. Forlenza Director | Jun 5, 2026 | Award | +16.55 | – | – | 8,763 |
| Saun Bruce Van Director | Jun 5, 2026 | Award | +7 | – | – | 9,866 |
| Saun Bruce Van Director | Jun 5, 2026 | Award | +14.59 | – | – | 9,880 |
| Jose Minaya Director | Jun 5, 2026 | Award | +6.63 | – | – | 2,908 |
| Robert Fauber President and CEO, Director | Jun 1, 2026 | Option exercise | +592 | $113.34 | $67.10K | 53,156 |
| Robert Fauber President and CEO, Director | Jun 1, 2026 | Option exercise | +575 | $167.50 | $96.31K | 53,731 |
| Robert Fauber President and CEO, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −1,167 | $453.67 | $529.43K | 52,564 |
| Robert Fauber President and CEO, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −300 | $453.67 | $136.10K | 52,564 |
| Richard G. Steele SVP - General Counsel | Jun 1, 2026 | Sale(10b5-1 plan) | −158 | $453.67 | $71.68K | 1,985 |
| Robert Fauber President and CEO, Director | May 1, 2026 | Option exercise | +592 | $113.34 | $67.10K | 75,781 |
| Robert Fauber President and CEO, Director | May 1, 2026 | Sale(10b5-1 plan) | −300 | $466.39 | $139.92K | 75,189 |
| Robert Fauber President and CEO, Director | May 1, 2026 | Option exercise | +575 | $167.50 | $96.31K | 76,356 |
| Robert Fauber President and CEO, Director | May 1, 2026 | Sale(10b5-1 plan) | −1,167 | $466.39 | $544.28K | 75,189 |
| Richard G. Steele SVP - General Counsel | May 1, 2026 | Sale(10b5-1 plan) | −158 | $466.39 | $73.69K | 2,143 |
| Robert Fauber President and CEO, Director | Apr 1, 2026 | Option exercise | +592 | $113.34 | $67.10K | 76,081 |
| Robert Fauber President and CEO, Director | Apr 1, 2026 | Sale(10b5-1 plan) | −592 | $437.77 | $259.16K | 75,489 |
| Robert Fauber President and CEO, Director | Apr 1, 2026 | Option exercise | +575 | $167.50 | $96.31K | 76,064 |
| Robert Fauber President and CEO, Director | Apr 1, 2026 | Sale(10b5-1 plan) | −575 | $437.77 | $251.72K | 75,489 |
| Robert Fauber President and CEO, Director | Apr 1, 2026 | Sale(10b5-1 plan) | −300 | $437.77 | $131.33K | 75,489 |
| Richard G. Steele SVP - General Counsel | Apr 1, 2026 | Sale(10b5-1 plan) | −124 | $437.77 | $54.28K | 2,301 |
| Richard G. Steele SVP - General Counsel | Apr 1, 2026 | Sale(10b5-1 plan) | −34 | $437.77 | $14.88K | 2,425 |
| Lisa P. Sawicki Director | Mar 16, 2026 | Award | +528 | – | – | 528 |
| Jose Minaya Director | Mar 13, 2026 | Award | +10.36 | – | – | 2,902 |
| Therese Esperdy Director | Mar 13, 2026 | Award | +15.89 | – | – | 5,217 |
| Leslie Seidman Director | Mar 13, 2026 | Award | +5.84 | – | – | 12,173 |
| Leslie Seidman Director | Mar 13, 2026 | Award | +17 | – | – | 12,167 |
| Vincent A. Forlenza Director | Mar 13, 2026 | Award | +22.07 | – | – | 8,747 |
| Jorge A. Bermudez Director | Mar 13, 2026 | Award | +20 | – | – | 22,917 |
| Jorge A. Bermudez Director | Mar 13, 2026 | Award | +1.48 | – | – | 22,918 |
| Saun Bruce Van Director | Mar 13, 2026 | Award | +18.69 | – | – | 9,859 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert Fauber Officer, Director | Oct 1, 2026 | 923 | $419.97K | Oct 1, 2026 | Restricted Stock Vesting |
| Robert Fauber Officer, Director | Sep 1, 2026 | 1,467 | $736.27K | Sep 1, 2026 | Restricted Stock Vesting |
| Robert Fauber Officer, Director | Aug 3, 2026 | 1,467 | $710.47K | Aug 3, 2026 | Restricted Stock Vesting |
| Robert Fauber Officer, Director | Jul 1, 2026 | 1,467 | $665.53K | Jul 1, 2026 | Restricted Stock Vesting |
| Richard G. Steele Officer | Jul 1, 2026 | 157 | $71.51K | Jul 1, 2026 | Restricted Stock Vesting |
| Robert Fauber Officer, Director | Jun 1, 2026 | 1,467 | $665.53K | Jun 1, 2026 | Restricted Stock Vesting |
| Richard G. Steele Officer | Jun 1, 2026 | 158 | $71.68K | Jun 1, 2026 | Restricted Stock Vesting |
| Robert Fauber Officer, Director | May 1, 2026 | 1,467 | $684.19K | May 1, 2026 | Restricted Stock Vesting |
| Richard G. Steele Officer | May 1, 2026 | 158 | $73.69K | May 1, 2026 | Restricted Stock Vesting |
| Richard G. Steele Officer | Apr 1, 2026 | 158 | $69.17K | Apr 1, 2026 | Restricted Stock Vesting |
| Robert Fauber Officer, Director | Apr 1, 2026 | 1,467 | $642.21K | Apr 1, 2026 | Restricted Stock Vesting |
| Michael L. West Officer | Mar 4, 2026 | 4,250 | $2.01M | Mar 4, 2026 | Restricted Stock Vesting |
| Jason D. Phillips Officer | Mar 4, 2026 | 334 | $157.44K | Mar 4, 2026 | Restricted Stock Vesting |
| Noemie Clemence Heuland Officer | Mar 4, 2026 | 100 | $46.59K | Mar 4, 2026 | Restricted Stock Vesting |
| Richard G. Steele Officer | Mar 3, 2026 | 375 | $171.27K | Mar 3, 2026 | Restricted Stock Vesting |