Follow-The-Filings

Security

MCO

Moodys Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

33 owners 3 new 1 exit max 17.0% (Dev Kantesaria - Valley F...)

grid → activity → earnings →
owners 33
rank #17
master % 0.59%
max % 17.0%
tracked value $32.4B
qoq N 3 A 10 R 11 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Dev Kantesaria - Valley Forge Capital Management, LP 2026 Q1 17.0% Reduce +1.77 pp 1,317,188 $575M hist
Chris Hohn - Tci Fund Management Ltd 2026 Q1 13.8% Add +1.17 pp 14,334,027 $6.3B hist
Altarock Partners LP 2026 Q1 9.1% Add +0.96 pp 862,036 $376M hist
Chuck Akre - Akre Capital Management LLC 2026 Q1 8.9% Reduce -0.86 pp 1,246,114 $544M hist
Guy Spier - Aquamarine Zurich AG 2026 Q2 stale 8.5% — 27,000 $12M hist
John Armitage - Egerton Capital (UK) LLP 2026 Q2 stale 7.5% Add -0.03 pp 1,704,229 $772M hist
Ako Capital LLP 2026 Q1 4.4% Reduce -1.37 pp 510,824 $223M hist
Guy Spier (legacy LLC) - Aquamarine Capital Management, LLC 2022 Q2 stale 4.3% — 27,000 $7M hist
Warren Buffett - Berkshire Hathaway Inc. 2026 Q1 4.1% — 24,669,778 $10.8B hist
Li Lu - Himalaya Capital Management LLC 2026 Q1 1.6% New 1.6% 117,784 $51M hist
William Von Mueffling - Cantillon Capital Management LLC 2026 Q2 stale 1.2% Reduce +0.09 pp 18,075 $8M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.6% Reduce -0.11 pp 5,850 $2.6B hist
Francis Chou - Chou Associates Management Inc. 2026 Q1 0.3% — 1,500 $654M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add +0.04 pp 272,202 $119M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.15 pp 209,262 $107M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.12 pp 2,147,599 $1.1B hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 15,272,967 $7.8B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.07 pp 451,090 $197M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 112,080 $49M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.02 pp 248,431 $108M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.1% Reduce -0.02 pp 12,405 $5M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% New 0.1% 131,265 $57M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 41,634 $18M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Add 0.00 pp 36,232 $16M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 81,516 $36M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.15 pp 23,800 $10M hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 0.0% — 471 $205 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 9,416 $4M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 2,490 $1M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% Reduce 0.00 pp 1,905 $831 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 1,847 $806 hist
Dodge & Cox 2026 Q1 0.0% — 1,213 $529 hist
Ancora Advisors LLC 2026 Q1 0.0% — 169 $74 hist
Philippe Laffont - Coatue Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.08 pp 64,260 $33M hist

33 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
10-Q 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 7.01,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc

Updated 13 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $5.92B $7.09B $7.72B
Gross profit * $4.23B $5.14B $5.74B
Gross margin * 71.5% 72.6% 74.4%
Net income $1.61B $2.06B $2.46B
Net margin * 27.2% 29.0% 31.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.34B $5.29B $5.19B
Total non-current assets * $10.28B $10.22B $10.64B
Total assets $14.62B $15.5B $15.83B
Total current liabilities $2.5B $3.6B $2.98B
Total non-current liabilities * $8.65B $8.18B $8.64B
Total equity $3.32B $3.56B $4.05B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.15B $2.84B $2.9B
Cash from investing -$247M -$1.06B $2M
Cash from financing -$1.58B -$1.45B -$3.06B
Net change in cash $361M $278M -$24M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders