Filing Research | MCO - MOODYS CORP Institutional Holdings

Snapshot holdings

50 / 360 loaded

#		Instrument	quantity
1	PineStone Asset Management Inc.	Shares	2.3MSH	$1.03B
2	Egerton Capital (UK) LLP	Shares	1.7MSH	$771.9M
3	Ninety One UK Ltd	Shares	836.6KSH	$378.9M
4	Canoe Financial LP	Shares	373.1KSH	$169.0M
5	CONGRESS ASSET MANAGEMENT CO	Shares	205.3KSH	$93.0M
6	Robeco Institutional Asset Management B.V.	Shares	191.3KSH	$86.6M
7	Sarasin & Partners LLP	Shares	145.8KSH	$66.0M
8	ARMSTRONG HENRY H ASSOCIATES INC	Shares	144.2KSH	$65.3M
9	CALEDONIA INVESTMENTS PLC	Shares	136.3KSH	$61.7M
10	Assenagon Asset Management S.A.	Shares	133.7KSH	$60.6M
11	SUMMITRY LLC	Shares	80.0KSH	$36.2M
12	BANQUE PICTET & CIE SA	Shares	71.3KSH	$32.3M
13	Swedbank AB	Shares	67.9KSH	$30.8M
14	Ninety One North America, Inc.	Shares	64.1KSH	$29.0M
15	Mediolanum International Funds Ltd	Shares	50.1KSH	$22.7M
16	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	43.7KSH	$19.8M
17	Czech National Bank	Shares	42.8KSH	$19.4M
18	Mirae Asset Global Investments Co., Ltd.	Shares	39.2KSH	$17.8M
19	Bank Pictet & Cie (Europe) AG	Shares	35.4KSH	$16.0M
20	GHP Investment Advisors, Inc.	Shares	34.7KSH	$15.7M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	33.2KSH	$15.0M
22	IFM Investors Pty Ltd	Shares	32.8KSH	$14.9M
23	LBP AM SA	Shares	32.0KSH	$14.5M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	54.2KSH	$14.3M
25	NORRIS PERNE & FRENCH LLP/MI	Shares	30.8KSH	$14.0M
26	Milestones Administradora de Recursos Ltda.	Shares	30.8KSH	$14.0M
27	EXCHANGE TRADED CONCEPTS, LLC	Shares	29.5KSH	$13.3M
28	PensionDanmark Pensionsforsikringsaktieselskab	Shares	27.1KSH	$12.3M
29	NorthCrest Asset Manangement, LLC	Shares	24.8KSH	$12.1M
30	Police & Firemen's Retirement System of New Jersey	Shares	22.4KSH	$10.2M
31	Raub Brock Capital Management LP	Shares	22.3KSH	$10.1M
32	ASR Vermogensbeheer N.V.	Shares	21.9KSH	$9.9M
33	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	20.9KSH	$9.5M
34	Fideuram Asset Management (Ireland) dac	Shares	19.9KSH	$9.0M
35	Ninety One SA (PTY) Ltd	Shares	19.5KSH	$8.8M
36	QRG CAPITAL MANAGEMENT, INC.	Shares	19.4KSH	$8.8M
37	CIDEL ASSET MANAGEMENT INC	Shares	18.6KSH	$8.4M
38	Crown Oak Advisors, LLC	Shares	16.1KSH	$7.3M
39	STERLING INVESTMENT MANAGEMENT, LLC	Shares	15.7KSH	$7.1M
40	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.8KSH	$6.7M
41	Blue Zone Wealth Advisors, LLC	Shares	14.8KSH	$6.7M
42	CARDEROCK CAPITAL MANAGEMENT INC	Shares	13.8KSH	$6.2M
43	Penbrook Management LLC	Shares	13.6KSH	$6.2M
44	Avanza Fonder AB	Shares	13.5KSH	$6.1M
45	BENJAMIN EDWARDS INC	Shares	13.1KSH	$5.9M
46	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	12.5KSH	$5.7M
47	Canada Post Corp Registered Pension Plan	Shares	12.3KSH	$5.6M
48	Live Oak Private Wealth LLC	Shares	11.3KSH	$5.1M
49	Vanderbilt University	Shares	11.2KSH	$5.1M
50	Smith Salley Wealth Management	Shares	11.2KSH	$5.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 393 loaded

#		Instrument
1	Egerton Capital (UK) LLP added	Shares	+158.6K	+$97.6M	$771.9M
2	Assenagon Asset Management S.A. added	Shares	+81.6K	+$37.8M	$60.6M
3	Ninety One UK Ltd trimmed	Shares	-3.7K	+$12.3M	$378.9M
4	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+24.4K	+$11.1M	$13.3M
5	PineStone Asset Management Inc. trimmed	Shares	-65.8K	+$9.4M	$1.03B
6	Fideuram Asset Management (Ireland) dac added	Shares	+19.6K	+$8.9M	$9.0M
7	CIDEL ASSET MANAGEMENT INC new	Shares	+18.6K	+$8.4M	$8.4M
8	Milestones Administradora de Recursos Ltda. added	Shares	+14.9K	+$7.0M	$14.0M
9	CALEDONIA INVESTMENTS PLC added	Shares	+6.5K	+$5.1M	$61.7M
10	ASR Vermogensbeheer N.V. added	Shares	+8.4K	+$4.0M	$9.9M
11	LBP AM SA added	Shares	+6.6K	+$3.4M	$14.5M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.9K	+$2.8M	$14.3M
13	ARMSTRONG HENRY H ASSOCIATES INC added	Shares	+123	+$2.5M	$65.3M
14	SECURED RETIREMENT ADVISORS, LLC new	Shares	+4.9K	+$2.2M	$2.2M
15	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.2K	+$2.1M	$17.8M
16	NorthCrest Asset Manangement, LLC added	Shares	+1.7K	+$1.9M	$12.1M
17	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+3.7K	+$1.8M	$4.4M
18	Vanderbilt University added	Shares	+3.2K	+$1.6M	$5.1M
19	BANQUE PICTET & CIE SA added	Shares	+629	+$1.5M	$32.3M
20	Swedbank AB added	Shares	+685	+$1.4M	$30.8M
21	MEITAV INVESTMENT HOUSE LTD new	Shares	+3.1K	+$1.4M	$1.4M
22	IFM Investors Pty Ltd added	Shares	+1.8K	+$1.3M	$14.9M
23	SUMMITRY LLC trimmed	Shares	-74	+$1.3M	$36.2M
24	WEBSTER BANK, N. A. added	Shares	+2.6K	+$1.3M	$3.7M
25	Czech National Bank added	Shares	+981	+$1.1M	$19.4M
26	Slow Capital, Inc. added	Shares	+1.9K	+$990.5K	$4.7M
27	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.9K	+$974.6K	$4.3M
28	Avanza Fonder AB added	Shares	+1.7K	+$958.8K	$6.1M
29	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.4K	+$947.5K	$8.8M
30	Sivia Capital Partners, LLC new	Shares	+1.9K	+$846.5K	$846.5K
31	Waterway Wealth Management, LLC added	Shares	+1.6K	+$757.6K	$2.1M
32	J.W. COLE ADVISORS, INC. new	Shares	+1.4K	+$625.2K	$625.2K
33	NORRIS PERNE & FRENCH LLP/MI added	Shares	+79	+$548.5K	$14.0M
34	Farther Finance Advisors, LLC added	Shares	+969	+$515.7K	$2.9M
35	Trust Asset Management LLC added	Shares	+1.7K	+$508.8K	$1.3M
36	Curated Wealth Partners LLC new	Shares	+63.9K	+$502.3K	$502.3K
37	Composition Wealth, LLC added	Shares	+799	+$480.8K	$3.6M
38	Pacific Excel Wealth Advisors, Inc. new	Shares	+1.0K	+$469.2K	$469.2K
39	NWAM LLC new	Shares	+1.0K	+$467.1K	$467.1K
40	PERRYMAN FINANCIAL ADVISORY INC /AD new	Shares	+1.0K	+$452.9K	$452.9K
41	MISSION WEALTH MANAGEMENT, LP added	Shares	+952	+$448.0K	$887.3K
42	LEAVELL INVESTMENT MANAGEMENT, INC. new	Shares	+982	+$444.8K	$444.8K
43	Ninety One SA (PTY) Ltd unchanged	Shares	0	+$421.2K	$8.8M
44	WADDELL & ASSOCIATES, LLC new	Shares	+888	+$402.2K	$402.2K
45	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+874	+$395.9K	$396.3K
46	Intrua Financial, LLC new	Shares	+835	+$378.3K	$378.3K
47	Sequoia Financial Advisors, LLC added	Shares	+601	+$363.0K	$2.7M
48	DAVENPORT & Co LLC added	Shares	+469	+$354.2K	$4.1M
49	Montecito Bank & Trust new	Shares	+754	+$341.5K	$341.5K
50	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+501	+$336.4K	$3.2M

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