How Moody's Corporation (MCO) Is Benefiting from the AI Infrastructure Boom?
Akre Capital Management, an investment management company, published the “Akre Focus ETF” third-quarter 2026 investor letter. The letter can be downloaded here.
Moodys Corp (MCO)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Egerton Capital Limited John Armitage | 1,637,246 | $743,522,526 | -4% | 7.57% |
| 2. | Lee Munder Capital Group Lee Munder | 5,182 | $2,353,302 | -6% | 0.13% |
| 3. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $172.31 | 915 | $157,667.31 | 68,484 | 2018-08-06 | Filing | |
| $46.75 | 3,000 | $140,250.00 | 41,587 | 2013-02-15 | Filing | |
| $49.31 | 233 | $11,489.00 | 107,729 | 2012-12-10 | Filing | |
| $41.77 | 274 | $11,445.25 | 107,496 | 2012-09-10 | Filing | |
| $36.69 | 310 | $11,373.90 | 107,222 | 2012-06-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $455.00 | 623 | $283,465.00 | 51,364 | 2026-10-01 | Filing | |
| $455.00 | 300 | $136,500.00 | 51,364 | 2026-10-01 | Filing | |
| $501.89 | 1,167 | $585,705.63 | 51,664 | 2026-09-01 | Filing | |
| $501.89 | 300 | $150,567.00 | 51,664 | 2026-09-01 | Filing | |
| $484.30 | 1,167 | $565,178.10 | 51,964 | 2026-08-03 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,219,616 | $1,007,994,214 | 6.56% | |
| 2. | 1,098,248 | $498,747,364 | 6.96% | |
| 3. | 807,981 | $366,928,416 | 0.81% | |
| 4. | 407,207 | $184,949,347 | 3.88% | |
| 5. | 348,842 | $156,057,957 | 1.88% |
News See All
Moody’s (MCO): Can Private Credit Create a Durable Subscription Business?
Moody’s Corporation (NYSE:MCO), featured in Insider Monkey’s 10 Best Financial Stocks to Buy According to Warren Buffett, has an opportunity beyond rating debt when it is issued.
Moody's vs. S&P Global: Which Ratings-Duopoly Stock Is the Better Buy?
Moody's Corporation (NYSE:MCO) and S&P Global Inc. (NYSE:SPGI) are the two halves of one of the best moats in finance. Together, these two rate roughly 80% of the world's debt.
Moody's (MCO): Is Its Credit-Ratings Duopoly Moat Unbreakable?
Moody's Corporation (NYSE:MCO) sits behind one of the strongest moats in finance. Alongside S&P Global, it forms a near-duopoly that rates most of the world's debt.
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OpenAI and Anthropic Seek Post-IPO Investment-Grade Ratings to Cut Costs and Offload $105B Nvidia Backstop
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Re-evaluating Moody's Corporation (MCO) Long-Term Growth Strategy
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here.
BX, APO, KKR: Private Equity Stocks Wobble After Report Flags Hacker Threat
Shares in leading asset managers and private equity firms Blackstone ($BX), Apollo Global ($APO), and KKR ($KKR) struggled to eke out meaningful ga...
Is Moody's Corporation (MCO) A Good Stock To Buy Now?
Is MCO a good stock to buy? We came across a bullish thesis on Moody’s Corporation on StockCompass’s Substack. In this article, we will summarize the bulls’ thesis on MCO.