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MCO: insider buying, 13F holders, analyst moves
Moody's Corp
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SEC Form 13F · Q2 2026
15 of our 100 managers hold MCO
Combined reported value $20.64B; 1 sold out since Q1 2026.
Holders among our 100 managers: 13 in Q3 2023, 15 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Berkshire Hathaway | $11.17B | 3.73% | Unchanged |
| TCI Fund Management | $6.49B | 12.30% | Unchanged |
| Egerton Capital (UK) | $771.9M | 7.46% | Added |
| Windacre | $638.6M | 6.31% | Added |
| Valley Forge Capital | $596.6M | 19.14% | Unchanged |
| Akre Capital Management | $524.0M | 10.26% | Trimmed |
| AKO Capital | $193.8M | 4.52% | Trimmed |
| Altarock Partners | $137.1M | 3.23% | Trimmed |
| Markel Group | $96.9M | 0.74% | Unchanged |
| Cantillon Capital | $8.2M | 1.23% | Trimmed |
| Yacktman Asset | $5.6M | 0.07% | Unchanged |
| Tudor Investment | $2.9M | 0.01% | Added |
| Chou Associates | $679K | 0.31% | Unchanged |
| Brave Warrior Advisors | $213K | 0.01% | Unchanged |
| Aquamarine (Guy Spier) | $12K | 0.00% | Unchanged |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.