How many institutions own MCO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own MCO shares is 1890, representing 79.09% of the company's common stock.

Who are the major shareholders selling Moody's Corporation stock?

NEWPORT TRUST CO, in the last quarter, reduced its stake in MCO by -3.3% restricting it's holding to 283.57 thousand shares of worth nearly $135.12M. ROYAL BANK OF CANADA also lessened -18.1% of the MCO shares from its portfolio, reducing its holding to 710.26 thousand shares of worth $338.42M. AMUNDI also shunned MCO shares holding by -12.45% last quarter which brought its holding to 757.37 thousand shares worth $366.15M.

Investors who are buying MCO stock?

As per its latest 13F filing, MARSHFIELD ASSOCIATES increased its stake in MCO by 4.09% in the last quarter. The institutional holder raised its holding to 537.13 thousand shares having worth more than $255.93M. WINSLOW CAPITAL MANAGEMENT, LLC also added 100% more shares of MCO to its portfolio, raising its holding to 731.09 thousand shares of worth $348.35M. BAILLIE GIFFORD & CO also increased its MCO shares holding by 0.25% which brought its holding to 738.64 thousand shares worth $351.95M.

MCO's major insiders: who are they?

The insider with the most stakes in MCO is MCDANIEL RAYMOND W , director at the company. Additionally, MCO stock is highly held by President and CEO Fauber Robert and EVP and General Counsel GOGGINS JOHN J among others.

Did an insider recently sell MCO stock?

Company executives, directors, and other insiders own 13.87% percent of Moody's Corporation's stock. Within the last six months, there have been 18 transaction(s) in which MCO insiders have sold stock, totaling 9.23K shares. Insiders that have sold shares include FAUBER ROBERT, STEELE RICHARD G, and TULENKO STEPHEN T.

Which insider recently purchased MCO stock?

There have been 0 transaction(s) during the past 6-months in which Moody's Corporation insiders have bought stock, totalling 0 shares

How much of MCO does insiders own?

Around 760.63K Moody's Corporation shares are held by insiders, which represents about 13.87% of MCO stock.

Who is the insider with the largest stake?

MCO director, MCDANIEL RAYMOND W holds the largest portfolio of the company's shares. MCO shares owned by MCDANIEL total nearly 82.86 thousand.

Which institution holds the most shares in MCO?

NEWPORT TRUST CO is the largest institutional owner in MCO which holds 283.57 thousand shares worth $135.12M or 0.16% of the total MCO shares outstanding followed by MARSHFIELD ASSOCIATES with ownership of 537.13 thousand shares representing 0.3% of the MCO ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 710.26 thousand shares or 0.39% of the ownership worth more than $338.42M.

Is Moody's Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the MCO is concerned, it is a stock which is optionable.

Is there a short position on MCO's shares?

Number of MCO shares short is 2.05M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding MCO shares are there?

As of today, 179.36M shares of MCO are outstanding.

Is there many float in MCO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, MCO has 165.78M shares in float.

MCO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for MCO is 2.54.

Moody's (MCO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.14

Short Percent Of Float1.32

Shares Outstanding179.36M

Shares Float165.78M

Shares Short2.05M

Short Ratio2.54

1.32%

Short % of Float

1.14%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

13.87% Percentage of Shares held by All Insiders

79.09% Percentage of Shares held by All Institutions

91.83% Percentage of Float held by Institutions

1890

Number of Institutions Holding Shares

Institutional Ownership

About 79.09% of MCO shares are held by financial institutions. NEWPORT TRUST CO is the top corporate investor, holding 283.57K shares valued at $135.12M. A 0.16% stake in Moody's Corporation is owned by the company. MARSHFIELD ASSOCIATES owns 537.13K shares valued at $255.93M, which translates its holding of 0.3% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	NEWPORT TRUST CO	0.16%	283.57K	135.12M	-9.69K	-3.30%
Sep 30, 2025	MARSHFIELD ASSOCIATES	0.3%	537.13K	255.93M	21.11K	+4.09%
Sep 30, 2025	ROYAL BANK OF CANADA	0.39%	710.26K	338.42M	-156.96K	-18.10%
Sep 30, 2025	WINSLOW CAPITAL MANAGEMENT, LLC	0.41%	731.09K	348.35M	731.09K	+100.00%
Sep 30, 2025	BAILLIE GIFFORD & CO	0.41%	738.64K	351.95M	1.86K	+0.25%
Sep 30, 2025	AMUNDI	0.42%	757.37K	366.15M	-107.68K	-12.45%
Sep 30, 2025	AKO CAPITAL LLP	0.43%	767.14K	365.53M	-60.41K	-7.30%
Sep 30, 2025	WINDACRE PARTNERSHIP LLC	0.65%	1.16M	555.05M	181.31K	+18.43%
Sep 30, 2025	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.73%	1.31M	626.16M	0	0
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.77%	1.38M	657.48M	-487.01K	-26.09%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.8%	1.45M	689.52M	91.46K	+6.75%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.82%	1.47M	702.55M	-44.87K	-2.95%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.88%	1.59M	758.16M	157.59K	+10.99%
Sep 30, 2025	NORTHERN TRUST CORP	0.95%	1.71M	813.73M	-31.89K	-1.83%
Sep 30, 2025	MORGAN STANLEY	1.28%	2.31M	1.1B	-22.34K	-0.96%
Sep 30, 2025	STATE STREET CORP	3.97%	7.14M	3.4B	-4.92K	-0.07%
Sep 30, 2025	TCI FUND MANAGEMENT LTD	7.4%	13.31M	6.34B	61.5K	+0.46%
Sep 30, 2025		0.26%	465.87K	221.97M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	483.75K	230.49M	-363	-0.08%
Sep 30, 2025	HSBC HOLDINGS PLC	0.28%	497.29K	236.52M	-103.09K	-17.17%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.28%	498.84K	237.69M	2.5K	+0.50%
Sep 30, 2025	UBS GROUP AG	0.32%	575.16K	274.05M	-57.06K	-9.03%
Sep 30, 2025	JPMORGAN CHASE & CO	0.57%	1.03M	492.78M	-115.33K	-10.03%
Sep 30, 2025	BLACKROCK, INC.	8.15%	14.65M	6.98B	-456.05K	-3.02%
Sep 30, 2025	VANGUARD GROUP INC	8.43%	15.17M	7.23B	163.29K	+1.09%
Sep 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.14%	259.64K	123.71M	-9.37K	-3.48%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.16%	285.09K	135.84M	-144.29K	-33.60%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	285.9K	136.23M	102.54K	+55.92%
Sep 30, 2025	AVIVA PLC	0.16%	288.8K	137.61B	9.73K	+3.49%
Sep 30, 2025	RHUMBLINE ADVISERS	0.18%	316.4K	150.76M	-7.56K	-2.33%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.18%	316.97K	151.03M	16.1K	+5.35%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.21%	370.86K	176.71M	10.09K	+2.80%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	378.5K	180.35M	2.93K	+0.78%
Sep 30, 2025	SEI INVESTMENTS CO	0.22%	401.4K	191.26M	166.16K	+70.63%
Sep 30, 2025	CANOE FINANCIAL LP	0.23%	412.14K	196.38M	-13.5K	-3.17%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.24%	425.6K	202.79M	-5.69K	-1.32%
Sep 30, 2025	SARASIN & PARTNERS LLP	0.24%	427.26K	205.43M	7K	+1.67%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.24%	431.58K	205.61M	-223.3K	-34.10%
Sep 30, 2025	CANTILLON CAPITAL MANAGEMENT LLC	0.25%	442.01K	210.61M	-4.88K	-1.09%
Sep 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.41%	728.86K	347.29M	-98.36K	-11.89%
Sep 30, 2025	DEUTSCHE BANK AG\	0.45%	808.46K	385.22M	-138.35K	-14.61%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.45%	817.11K	389.37M	17.48K	+2.19%
Sep 30, 2025	NINETY ONE UK LTD	0.47%	853.45K	406.65M	15.98K	+1.91%
Sep 30, 2025	CITADEL ADVISORS LLC	0.49%	882.14K	420.32M	602.49K	+215.44%
Sep 30, 2025	ALTAROCK PARTNERS LLC	0.53%	948.74K	452.05M	-3.52K	-0.37%
Sep 30, 2025	BARCLAYS PLC	0.53%	956.6K	455.8M	418.91K	+77.91%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.55%	989.33K	471.4M	303.36K	+44.22%
Sep 30, 2025	LONGVIEW PARTNERS (GUERNSEY) LTD	0.57%	1.02M	485.15M	-229.47K	-18.39%
Sep 30, 2025	AKRE CAPITAL MANAGEMENT LLC	1.18%	2.12M	1.01B	-186.48K	-8.09%
Sep 30, 2025	STONEPINE ASSET MANAGEMENT INC.	1.26%	2.26M	1.08B	-46.98K	-2.03%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.33%	2.39M	1.14B	-221.16K	-8.46%
Sep 30, 2025	FIERA CAPITAL CORP	1.38%	2.49M	1.18B	-89.81K	-3.49%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.18%	3.92M	1.86B	33.73K	+0.87%
Sep 30, 2025	FMR LLC	3.16%	5.69M	2.71B	-559.83K	-8.96%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.33%	590.11K	281.41M	-13.9K	-2.30%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.34%	616.21K	293.61M	-21.18K	-3.32%
Sep 30, 2025	BERKSHIRE HATHAWAY INC	13.71%	24.67M	11.75B	0	0
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.36%	647.71K	308.65M	1.94K	+0.30%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.37%	659.62K	314.29M	-46.38K	-6.57%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.37%	666.88K	318.25M	1.18K	+0.18%
Sep 30, 2025	EVERGREEN QUALITY FUND GP, LTD.	0.37%	674.4K	321.34M	57K	+9.23%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.38%	687.15K	327.41M	-14.76K	-2.10%
Sep 30, 2025	NUVEEN, LLC	0.39%	702.2K	334.59M	-19.76K	-2.74%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.39%	708.97K	337.81M	-15.16K	-2.09%
Sep 30, 2025	INVESCO LTD.	0.55%	995.5K	474.33M	-63.67K	-6.01%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	1.09M	518.97M	38.99K	+3.71%
Sep 30, 2025	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.62%	1.12M	534.81M	20.62K	+1.87%
Jun 30, 2025	MARKEL GROUP INC.	0.12%	213.89K	107.29M	0	0
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.11%	198.4K	99.51M	-13.16K	-6.22%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.1%	185.67K	93.13M	-69.53K	-27.25%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.28%	496.34K	248.96M	-13.6K	-2.67%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.36%	654.88K	328.45M	20.12K	+3.17%
Jun 30, 2025	ROYAL BANK OF CANADA	0.48%	867.22K	434.99M	-155.19K	-15.18%
Jun 30, 2025	BLACKROCK, INC.	8.4%	15.11M	7.58B	-434.78K	-2.80%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.36%	645.77K	323.94M	-17.08K	-2.58%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.4%	724.13K	363.22M	693.23K	+2,243.46%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.84%	1.52M	762.07M	-67.36K	-4.25%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.75%	1.36M	679.98M	-35.89K	-2.58%
Jun 30, 2025	JPMORGAN CHASE & CO	0.64%	1.15M	576.58M	-144.47K	-11.17%
Jun 30, 2025	INVESCO LTD.	0.59%	1.06M	531.27M	41.14K	+4.04%
Jun 30, 2025	AMUNDI	0.48%	865.05K	430.03M	-97.21K	-10.10%
Jun 30, 2025	AKO CAPITAL LLP	0.46%	827.55K	415.09M	820	+0.10%
Jun 30, 2025		0.4%	721.96K	362.13M	16.36K	+2.32%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.37%	665.7K	332.25M	-19.75K	-2.88%
Jun 30, 2025	BERKSHIRE HATHAWAY INC	13.71%	24.67M	12.37B	0	0
Jun 30, 2025	FMR LLC	3.47%	6.25M	3.13B	-238.29K	-3.67%
Jun 30, 2025	NUVEEN, LLC	0.4%	721.96K	362.13M	16.36K	+2.32%
Jun 30, 2025	STATE STREET CORP	3.97%	7.14M	3.58B	-72.99K	-1.01%
Jun 30, 2025	VANGUARD GROUP INC	8.34%	15.01M	7.53B	191.37K	+1.29%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.39%	701.91K	352.07M	-20.62K	-2.85%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.39%	706K	354.12M	80.22K	+12.82%
Jun 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.46%	827.22K	414.92M	-76.49K	-8.46%
Jun 30, 2025	DEUTSCHE BANK AG\	0.53%	946.81K	474.91M	24.04K	+2.61%
Jun 30, 2025	ALTAROCK PARTNERS LLC	0.53%	952.25K	477.64M	1.35K	+0.14%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	1.05M	526.76M	22.35K	+2.17%
Jun 30, 2025	MARSHFIELD ASSOCIATES	0.29%	516.01K	258.83M	2.12K	+0.41%
Jun 30, 2025	EVERGREEN QUALITY FUND GP, LTD.	0.34%	617.4K	309.68M	122.2K	+24.68%
Jun 30, 2025	NORTHERN TRUST CORP	0.97%	1.74M	872.61M	-21.41K	-1.22%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.16%	3.89M	1.94B	69.46K	+1.82%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.75%	1.35M	674.79M	-223.78K	-14.26%
Jun 30, 2025	NINETY ONE UK LTD	0.47%	837.47K	420.07M	9.17K	+1.11%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.44%	799.63K	401.01M	-5.64K	-0.70%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.04%	1.87M	936.41M	215.4K	+13.04%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.35%	637.39K	319.71M	-21.05K	-3.20%
Jun 30, 2025	UBS GROUP AG	0.35%	632.22K	317.11M	-269.96K	-29.92%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.38%	685.97K	344.08M	316.2K	+85.51%
Jun 30, 2025	LONGVIEW PARTNERS (GUERNSEY) LTD	0.69%	1.25M	625.82M	-76.25K	-5.76%
Jun 30, 2025	STONEPINE ASSET MANAGEMENT INC.	1.28%	2.31M	1.16B	215.55K	+10.29%
Jun 30, 2025	MORGAN STANLEY	1.3%	2.33M	1.17B	-53.69K	-2.25%
Jun 30, 2025	WINDACRE PARTNERSHIP LLC	0.55%	983.6K	493.36M	-27K	-2.67%
Jun 30, 2025	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.61%	1.1M	552.65M	15.24K	+1.40%
Jun 30, 2025	BARCLAYS PLC	0.3%	537.69K	269.7M	-61.07K	-10.20%
Jun 30, 2025	HSBC HOLDINGS PLC	0.33%	600.38K	300.13M	72.86K	+13.81%
Jun 30, 2025	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.73%	1.31M	659.16M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.8%	1.43M	719.06M	-97.02K	-6.34%
Jun 30, 2025	NORGES BANK	1.09%	1.97M	987.52M	1.97M	+100.00%
Jun 30, 2025	AKRE CAPITAL MANAGEMENT LLC	1.28%	2.31M	1.16B	-130.03K	-5.34%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.45%	2.61M	1.31B	-105.27K	-3.87%
Jun 30, 2025	TCI FUND MANAGEMENT LTD	7.36%	13.25M	6.64B	83.87K	+0.64%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.12%	222.32K	111.48M	-7.24K	-3.15%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.14%	250.13K	125.46B	-2.11K	-0.83%
Jun 30, 2025	AVIVA PLC	0.16%	279.07K	139.98M	-61.41K	-18.04%
Jun 30, 2025	CANOE FINANCIAL LP	0.24%	425.64K	213.5M	-23.4K	-5.21%
Jun 30, 2025	DF DENT & CO INC	0.24%	428.2K	214.78M	-7.58K	-1.74%
Jun 30, 2025	BROWN ADVISORY INC	0.25%	446.7K	224.06M	-231.81K	-34.16%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.34%	604.01K	298.5M	98.95K	+19.59%
Jun 30, 2025	BAILLIE GIFFORD & CO	0.41%	736.78K	369.56M	-21.74K	-2.87%
Jun 30, 2025	FIERA CAPITAL CORP	1.43%	2.57M	1.29B	35.12K	+1.38%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.12%	220.2K	110.45M	-55.27K	-20.06%
Jun 30, 2025	SKYE GLOBAL MANAGEMENT LP	0.13%	236K	118.38M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	243.41K	122.09M	914	+0.38%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.15%	272.9K	136.88M	55.86K	+25.74%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	352.89K	177.01M	-51.29K	-12.69%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	375.56K	188.38M	2K	+0.54%
Jun 30, 2025	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	0.21%	377.64K	189.42M	71.8K	+23.48%
Jun 30, 2025	CANTILLON CAPITAL MANAGEMENT LLC	0.25%	446.89K	224.16M	-12.97K	-2.82%
Jun 30, 2025	SARASIN & PARTNERS LLP	0.23%	420.26K	210.8M	-25.73K	-5.77%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.2%	360.77K	180.96M	-80.57K	-18.26%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.17%	300.87K	150.91M	16.86K	+5.94%
Jun 30, 2025	NEWPORT TRUST CO	0.16%	293.26K	147.09M	-2.93K	-0.99%
Jun 30, 2025	GENERATION INVESTMENT MANAGEMENT LLP	0.15%	271.07K	135.97M	271.07K	+100.00%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.15%	269K	134.93M	-4.6K	-1.68%
Jun 30, 2025	CHILTON INVESTMENT CO INC.	0.14%	252.05K	126.42M	25.66K	+11.33%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.12%	224.42K	112.57M	-1.09K	-0.48%
Mar 31, 2025	INVESCO LTD.	0.57%	1.02M	474.08M	-11.54K	-1.12%
Mar 31, 2025	VANGUARD GROUP INC	8.23%	14.82M	6.9B	119.55K	+0.81%
Mar 31, 2025	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.73%	1.31M	611.98M	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.51%	2.72M	1.27B	-95.7K	-3.40%
Mar 31, 2025	FIERA CAPITAL CORP	1.41%	2.54M	1.18B	-498.33K	-16.40%
Mar 31, 2025	STONEPINE ASSET MANAGEMENT INC.	1.16%	2.1M	975.84M	558.14K	+36.31%
Mar 31, 2025	NORTHERN TRUST CORP	0.98%	1.76M	820.13M	-15.63K	-0.88%
Mar 31, 2025	JENNISON ASSOCIATES LLC	0.87%	1.57M	730.71M	-611.89K	-28.06%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	1.03M	478.65M	33.45K	+3.36%
Mar 31, 2025	BERKSHIRE HATHAWAY INC	13.71%	24.67M	11.49B	0	0
Mar 31, 2025	TCI FUND MANAGEMENT LTD	7.31%	13.16M	6.13B	-83.66K	-0.63%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.45%	805.27K	374.96M	9.15K	+1.15%
Mar 31, 2025	BAILLIE GIFFORD & CO	0.42%	758.52K	353.23M	-50.45K	-6.24%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.4%	722.53K	336.47M	-23.47K	-3.15%
Mar 31, 2025		0.39%	705.61K	328.6M	705.61K	+100.00%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.38%	685.45K	318.7M	51.24K	+8.08%
Mar 31, 2025	BROWN ADVISORY INC	0.38%	678.51K	315.97M	-1.29K	-0.19%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.37%	662.84K	308.68M	-82.45K	-11.06%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.37%	658.44K	306.63M	51.73K	+8.53%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.35%	634.76K	295.57M	146.14K	+29.91%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.35%	625.78K	291.42M	87.67K	+16.29%
Mar 31, 2025	BARCLAYS PLC	0.33%	598.76K	278.84M	157.81K	+35.79%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.3%	544.02K	253.34M	-34.37K	-5.94%
Mar 31, 2025	HSBC HOLDINGS PLC	0.29%	527.52K	244.82M	56.27K	+11.94%
Mar 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.28%	505.06K	231.71M	284.78K	+129.28%
Mar 31, 2025	STATE STREET CORP	4.01%	7.22M	3.36B	12.65K	+0.18%
Mar 31, 2025	FMR LLC	3.6%	6.49M	3.02B	384.47K	+6.30%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.12%	3.82M	1.77B	138.53K	+3.76%
Mar 31, 2025	AKRE CAPITAL MANAGEMENT LLC	1.35%	2.44M	1.13B	-643.47K	-20.90%
Mar 31, 2025	MORGAN STANLEY	1.32%	2.38M	1.11B	121.65K	+5.38%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.92%	1.65M	769.08M	60.82K	+3.82%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.88%	1.59M	738.9M	140.13K	+9.69%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.85%	1.53M	712.78M	265.39K	+20.98%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.77%	1.39M	648.02M	52.27K	+3.90%
Mar 31, 2025	LONGVIEW PARTNERS (GUERNSEY) LTD	0.74%	1.32M	616.54M	-84.99K	-6.03%
Mar 31, 2025	JPMORGAN CHASE & CO	0.72%	1.29M	602.57M	22.26K	+1.75%
Mar 31, 2025	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.6%	1.09M	506M	3.48K	+0.32%
Mar 31, 2025	ROYAL BANK OF CANADA	0.57%	1.02M	476.13M	184.25K	+21.98%
Mar 31, 2025	AMUNDI	0.53%	962.26K	425.7M	-169.39K	-14.97%
Mar 31, 2025	ALTAROCK PARTNERS LLC	0.53%	950.91K	442.83M	0	0
Mar 31, 2025	DEUTSCHE BANK AG\	0.51%	922.77K	429.72M	-86.07K	-8.53%
Mar 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.5%	903.7K	420.84M	-25.31K	-2.72%
Mar 31, 2025	UBS GROUP AG	0.5%	902.17K	420.13M	247.07K	+37.71%
Mar 31, 2025	NINETY ONE UK LTD	0.46%	828.3K	385.73M	-689.43K	-45.43%
Mar 31, 2025	AKO CAPITAL LLP	0.46%	826.73K	385M	173.35K	+26.53%
Mar 31, 2025	EVERGREEN QUALITY FUND GP, LTD.	0.28%	495.2K	230.61M	-84.05K	-14.51%
Mar 31, 2025	BLACKROCK, INC.	8.64%	15.54M	7.24B	1.28M	+8.96%
Mar 31, 2025	MARSHFIELD ASSOCIATES	0.29%	513.9K	239.32M	2.78K	+0.54%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.28%	509.94K	237.48M	3.66K	+0.72%
Mar 31, 2025	WINDACRE PARTNERSHIP LLC	0.56%	1.01M	470.62M	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.7%	3.1M	1.21B	95.37K	+3.18%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.89%	1.63M	640.97M	151.78K	+10.26%
Mar 31, 2024	WINDACRE PARTNERSHIP LLC	0.96%	1.75M	686.23M	173.9K	+11.06%
Mar 31, 2024	NINETY ONE UK LTD	1.07%	1.96M	768.73M	39.91K	+2.08%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.47%	2.69M	1.06B	126.09K	+4.91%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	521.51K	204.66M	-21.04K	-3.88%
Mar 31, 2024	JPMORGAN CHASE & CO	0.8%	1.47M	576.95M	851.17K	+138.00%
Mar 31, 2024	FIERA CAPITAL CORP	2.07%	3.78M	1.49B	-145.12K	-3.70%
Mar 31, 2024	MORGAN STANLEY	2.09%	3.82M	1.5B	-79.49K	-2.04%
Mar 31, 2024	FMR LLC	2.95%	5.4M	2.12B	-23.13K	-0.43%
Mar 31, 2024	STATE STREET CORP	3.78%	6.91M	2.72B	52.9K	+0.77%
Mar 31, 2024	BLACKROCK INC.	7.29%	13.32M	5.24B	389.36K	+3.01%
Mar 31, 2024	VANGUARD GROUP INC	7.82%	14.28M	5.61B	119.45K	+0.84%
Mar 31, 2024	FLOSSBACH VON STORCH AG	0.15%	280.03K	110.06M	-44.44K	-13.70%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.16%	289.92K	113.95M	143.59K	+98.12%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.16%	290.47K	114.16M	-5.94K	-2.00%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.16%	297.05K	116.75M	2.99K	+1.02%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.17%	305.49K	120.07M	-3.36K	-1.09%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	0.17%	311.28K	122.34M	9.32K	+3.09%
Mar 31, 2024	AVIVA PLC	0.17%	315.95K	124.18M	-3.38K	-1.06%
Mar 31, 2024	RHUMBLINE ADVISERS	0.18%	329.38K	129.46M	3.96K	+1.22%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.19%	346.37K	136.43M	-7.64K	-2.16%
Mar 31, 2024	SARASIN & PARTNERS LLP	0.2%	360.98K	141.88M	34.37K	+10.52%
Mar 31, 2024	MANNING & NAPIER GROUP, LLC	0.21%	391.78K	153.98M	-8.03K	-2.01%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	392.65K	154.32M	-1.05K	-0.27%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	0.22%	400.02K	145.57M	-1.81K	-0.45%
Mar 31, 2024	CREDIT SUISSE AG/	0.22%	404.75K	159.08M	-18.67K	-4.41%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.22%	408.5K	160.55M	20.46K	+5.27%
Mar 31, 2024	UBS GROUP AG	0.22%	409.03K	160.76M	28.02K	+7.35%
Mar 31, 2024	CANOE FINANCIAL LP	0.23%	428.69K	168.49M	428.69K	+100.00%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.26%	476.54K	187.29M	-50.36K	-9.56%
Mar 31, 2024	AMUNDI	0.28%	509.51K	190.86M	-163.64K	-24.31%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.41%	741.74K	291.53M	45.71K	+6.57%
Mar 31, 2024	ALTAROCK PARTNERS LLC	0.44%	800.14K	314.48M	-10.5K	-1.30%
Mar 31, 2024	LONGVIEW PARTNERS (GUERNSEY) LTD	0.91%	1.67M	654.85M	-46.41K	-2.71%
Mar 31, 2024	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.92%	1.67M	656.83M	1.62K	+0.10%
Mar 31, 2024	BAILLIE GIFFORD & CO	1.76%	3.22M	1.26B	-422.68K	-11.62%
Mar 31, 2024	AKRE CAPITAL MANAGEMENT LLC	2.44%	4.45M	1.75B	-323.97K	-6.78%
Mar 31, 2024	TCI FUND MANAGEMENT LTD	6.68%	12.2M	4.79B	149.3K	+1.24%
Mar 31, 2024	BERKSHIRE HATHAWAY INC	13.51%	24.67M	9.7B	0	0
Mar 31, 2024	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	0.27%	485.74K	190.91M	-61.6K	-11.25%
Mar 31, 2024	CANTILLON CAPITAL MANAGEMENT LLC	0.28%	510.41K	200.6M	-10.26K	-1.97%
Mar 31, 2024	MARSHFIELD ASSOCIATES	0.28%	514.92K	202.38M	76	+0.01%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.29%	530.65K	208.56M	-45.48K	-7.89%
Mar 31, 2024	DF DENT & CO INC	0.29%	537.26K	211.16M	-8.43K	-1.54%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.31%	558.22K	219.4M	37.83K	+7.27%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.31%	567.51K	223.05M	-1.82K	-0.32%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.33%	608.54K	239.18M	73.1K	+13.65%
Mar 31, 2024	BARCLAYS PLC	0.34%	618.18K	242.96M	-69.56K	-10.11%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.35%	637.84K	250.69M	-41.39K	-6.09%
Mar 31, 2024	AKO CAPITAL LLP	0.39%	712.77K	280.14M	-24	0.00%
Mar 31, 2024	HARRIS ASSOCIATES L P	0.42%	765.98K	301.05M	-48.36K	-5.94%
Mar 31, 2024	ROYAL BANK OF CANADA	0.42%	775.24K	304.69M	75.75K	+10.83%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.43%	791.34K	311.02M	-15.26K	-1.89%
Mar 31, 2024	BROWN ADVISORY INC	0.46%	834.2K	327.87M	-24.29K	-2.83%
Mar 31, 2024	ALLEN INVESTMENT MANAGEMENT LLC	0.49%	895.05K	351.78M	254.18K	+39.66%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.5%	922.5K	362.57M	24.38K	+2.71%
Mar 31, 2024	DEUTSCHE BANK AG\	0.53%	972.05K	382.04M	-240.25K	-19.82%
Mar 31, 2024	STONEPINE ASSET MANAGEMENT INC.	0.53%	973.62K	382.66M	-800.37K	-45.12%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.55%	1.01M	395.96M	3.91K	+0.39%
Mar 31, 2024	INVESCO LTD.	0.59%	1.08M	425.02M	206.81K	+23.65%
Mar 31, 2024	VERITAS ASSET MANAGEMENT LLP	0.61%	1.11M	435.32M	-484.31K	-30.42%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.66%	1.21M	476.19M	-217.03K	-15.19%
Mar 31, 2024	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.67%	1.22M	478.87M	0	0
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.75%	1.37M	540.32M	125.04K	+10.01%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.77%	1.41M	553.37M	-143.2K	-9.23%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.82%	1.49M	587.15M	-21.52K	-1.42%
Mar 31, 2024	NORTHERN TRUST CORP	0.83%	1.51M	594.46M	-67.84K	-4.29%
Dec 31, 2023	BERKSHIRE HATHAWAY INC	13.47%	24.67M	9.64B	0	0
Dec 31, 2023	NINETY ONE UK LTD	1.05%	1.92M	748.32M	-3.01K	-0.16%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.4%	2.57M	1B	901.13K	+54.12%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.64%	3M	1.17B	65.54K	+2.23%
Dec 31, 2023	BAILLIE GIFFORD & CO	1.99%	3.64M	1.42B	-153.12K	-4.04%
Dec 31, 2023	MORGAN STANLEY	2.13%	3.9M	1.52B	70.48K	+1.84%
Dec 31, 2023	FIERA CAPITAL CORP	2.14%	3.93M	1.53B	-460.07K	-10.49%
Dec 31, 2023	AKRE CAPITAL MANAGEMENT LLC	2.61%	4.78M	1.87B	-317.71K	-6.24%
Dec 31, 2023	FMR LLC	2.96%	5.42M	2.12B	1.12M	+26.00%
Dec 31, 2023	STATE STREET CORP	3.75%	6.86M	2.68B	331.08K	+5.07%
Dec 31, 2023	TCI FUND MANAGEMENT LTD	6.58%	12.05M	4.71B	1.68M	+16.19%
Dec 31, 2023	BLACKROCK INC.	7.06%	12.93M	5.05B	-771.62K	-5.63%
Dec 31, 2023	VANGUARD GROUP INC	7.73%	14.16M	5.53B	189.68K	+1.36%
Dec 31, 2023	VERITAS ASSET MANAGEMENT LLP	0.87%	1.59M	621.74M	-639.75K	-28.67%
Dec 31, 2023	NORGES BANK	1.01%	1.84M	720.5M	1.84M	+100.00%
Dec 31, 2023	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.91%	1.67M	652.07M	-24.35K	-1.44%
Dec 31, 2023	LONGVIEW PARTNERS (GUERNSEY) LTD	0.93%	1.71M	668.86M	-124.98K	-6.80%
Dec 31, 2023	INVESCO LTD.	0.48%	874.59K	341.58M	48.59K	+5.88%
Dec 31, 2023	STONEPINE ASSET MANAGEMENT INC.	0.97%	1.77M	692.85M	229.83K	+14.88%
Dec 31, 2023	CAPITAL WORLD INVESTORS	0.68%	1.24M	485.76M	13.1K	+1.06%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.68%	1.25M	488.09M	122.17K	+10.84%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.78%	1.43M	557.96M	279.84K	+24.36%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.81%	1.48M	577.67M	314.05K	+26.96%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.29%	535.44K	209.12M	-38.52K	-6.71%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	542.55K	211.91M	-32.12K	-5.59%
Dec 31, 2023	DF DENT & CO INC	0.3%	545.69K	213.12M	-88.17K	-13.91%
Dec 31, 2023	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	0.3%	547.34K	213.77M	-595.69K	-52.12%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.31%	569.33K	222.36M	-452.5K	-44.28%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.31%	576.13K	225.01M	-31.12K	-5.12%
Dec 31, 2023	JPMORGAN CHASE & CO	0.34%	616.77K	240.89M	387.56K	+169.08%
Dec 31, 2023	ALLEN INVESTMENT MANAGEMENT LLC	0.35%	640.87K	250.3M	64.21K	+11.13%
Dec 31, 2023	AMUNDI	0.37%	673.15K	251.13M	-228.55K	-25.35%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.37%	679.24K	265.29M	14.34K	+2.16%
Dec 31, 2023	BARCLAYS PLC	0.38%	687.73K	268.6M	273.4K	+65.99%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.38%	696.03K	271.84M	48.59K	+7.50%
Dec 31, 2023	ROYAL BANK OF CANADA	0.38%	699.49K	273.19M	-20.6K	-2.86%
Dec 31, 2023	AKO CAPITAL LLP	0.39%	712.79K	278.39M	-18.64K	-2.55%
Dec 31, 2023	WINSLOW CAPITAL MANAGEMENT, LLC	0.39%	718.63K	280.67M	-40.67K	-5.36%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.44%	806.6K	315.03M	-15.2K	-1.85%
Dec 31, 2023	ALTAROCK PARTNERS LLC	0.44%	810.64K	316.6M	466.2K	+135.35%
Dec 31, 2023	HARRIS ASSOCIATES L P	0.44%	814.34K	318.05M	-72.61K	-8.19%
Dec 31, 2023	BROWN ADVISORY INC	0.47%	858.5K	335.29M	115.36K	+15.52%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.49%	898.12K	350.77M	24.34K	+2.79%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.55%	1M	391.94M	25.78K	+2.64%
Dec 31, 2023	DEUTSCHE BANK AG\	0.66%	1.21M	473.48M	82.48K	+7.30%
Dec 31, 2023	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.67%	1.22M	475.86M	0	0
Dec 31, 2023	JENNISON ASSOCIATES LLC	0.83%	1.52M	591.87M	4.44K	+0.29%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.85%	1.55M	605.82M	-430.65K	-21.73%
Dec 31, 2023	WINDACRE PARTNERSHIP LLC	0.86%	1.57M	614M	22.6K	+1.46%
Dec 31, 2023	NORTHERN TRUST CORP	0.86%	1.58M	617.22M	-81.66K	-4.91%

Insiders

Among the MCO insiders holding of 13.87% of the stake in company, MCDANIEL RAYMOND W, director, holds the largest shares of 82.86K. FAUBER ROBERT, President and CEO, is the second largest MCO insider with ownership of 61.08K shares. GOGGINS JOHN J, EVP and General Counsel, stands third with possession of 8.59K shares of that stake.

Insiders	Designation	Shares Held
MCDANIEL RAYMOND W	director	82.86K
FAUBER ROBERT	President and CEO	61.08K
GOGGINS JOHN J	EVP and General Counsel	8.59K
WEST MICHAEL L	President, Moody's Investors	8.21K
TULENKO STEPHEN T	President, Moody's Analytics	5.26K
KAYE MARK	EVP & Chief Financial Officer	4.45K
HUGHES MELANIE	SVP & Chief HR Officer	3.76K
HEULAND NOEMIE CLEMENCE	SVP & Chief Financial Officer	2.15K
SULLIVAN CAROLINE	SVP, Corp Controller	1.42K
STEELE RICHARD G	SVP - General Counsel	1.33K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 03, 2025	FAUBER ROBERT	SALE	487.87	575	280.53K	61.08K
Dec 01, 2025	FAUBER ROBERT	SALE	486.09	592	287.77K	61.08K
Nov 03, 2025	FAUBER ROBERT	SALE	478.95	1.17K	558.93K	61.08K
Oct 28, 2025	FAUBER ROBERT	SALE	493.90	546	269.67K	61.08K
Oct 28, 2025	STEELE RICHARD G	SALE	493.90	26	12.84K	1.33K
Oct 15, 2025	FAUBER ROBERT	SALE	481.09	415	199.65K	61.08K
Oct 01, 2025	FAUBER ROBERT	SALE	477.97	414	197.88K	61.22K
Sep 15, 2025	FAUBER ROBERT	SALE	512.65	415	212.75K	61.35K
Sep 02, 2025	FAUBER ROBERT	SALE	503.32	415	208.88K	61.48K
Aug 15, 2025	FAUBER ROBERT	SALE	521.45	415	216.4K	61.62K
Aug 04, 2025	TULENKO STEPHEN T	SALE	518.96	300	155.69K	5.26K
Aug 01, 2025	FAUBER ROBERT	SALE	510.19	415	211.73K	61.75K
Jul 30, 2025	TULENKO STEPHEN T	SALE	511.87	0	249.79	5.56K
Jul 29, 2025	STEELE RICHARD G	SALE	509.63	730	372.03K	1.39K
Jul 29, 2025	WEST MICHAEL L	SALE	511.94	1.19K	608.18K	8.21K
Jul 29, 2025	HEULAND NOEMIE CLEMENCE	SALE	508.15	783	397.88K	2.15K
Jul 15, 2025	FAUBER ROBERT	SALE	503.40	415	208.91K	61.89K
Jul 01, 2025	FAUBER ROBERT	SALE	497.10	415	206.3K	62.02K
Jun 16, 2025	FAUBER ROBERT	SALE	476.67	415	197.82K	62.15K
Jun 02, 2025	FAUBER ROBERT	SALE	474.35	415	196.86K	62.29K
May 15, 2025	FAUBER ROBERT	SALE	479.05	415	198.81K	62.42K
May 01, 2025	FAUBER ROBERT	SALE	450.71	415	187.04K	62.56K
Apr 15, 2025	FAUBER ROBERT	SALE	437.80	415	181.69K	62.69K
Apr 01, 2025	FAUBER ROBERT	SALE	463.08	415	192.18K	62.82K
Mar 17, 2025	FAUBER ROBERT	SALE	444.43	134	59.55K	62.96K
Mar 03, 2025	FAUBER ROBERT	SALE	505.00	281	141.91K	67.43K
Feb 26, 2025	TULENKO STEPHEN T	SALE	499.84	2.48K	1.24M	8.01K
Feb 18, 2025	FAUBER ROBERT	SALE	522.20	281	146.74K	61.89K
Feb 03, 2025	FAUBER ROBERT	SALE	494.42	281	138.93K	61.89K
Jan 15, 2025	FAUBER ROBERT	SALE	473.62	281	133.09K	61.89K
Jan 02, 2025	FAUBER ROBERT	SALE	474.86	281	133.44K	61.89K
Dec 16, 2024	FAUBER ROBERT	SALE	490.24	281	137.76K	61.35K
Dec 02, 2024	FAUBER ROBERT	SALE	499.51	281	140.36K	61.35K
Nov 15, 2024	FAUBER ROBERT	SALE	478.99	281	134.6K	61.35K
Nov 08, 2024	WEST MICHAEL L	SALE	475.65	9.18K	4.37M	8.61K
Nov 01, 2024	FAUBER ROBERT	SALE	455.98	281	128.13K	61.35K
Oct 28, 2024	SULLIVAN CAROLINE	SALE	462.36	667	308.39K	1.42K
Aug 09, 2024	TULENKO STEPHEN T	SALE	464.06	500	232.03K	6.65K
Aug 08, 2024	STEELE RICHARD G	SALE	455.38	974	443.54K	1.04K
Aug 06, 2024	TULENKO STEPHEN T	SALE	452.62	1K	452.62K	7.15K
Aug 05, 2024	TULENKO STEPHEN T	SALE	444.26	569	252.69K	8.15K
Jul 31, 2024	TULENKO STEPHEN T	SALE	457.99	1.15K	525.12K	8.72K
Jul 29, 2024	WEST MICHAEL L	SALE	449.98	1.1K	494.98K	9.21K
Jul 29, 2024	STEELE RICHARD G	SALE	450.13	1.51K	677.9K	1.04K
Jul 29, 2024	TULENKO STEPHEN T	SALE	450.25	5.98K	2.69M	9.86K
Mar 04, 2024	STEELE RICHARD G	SALE	382.34	304	116.28K	1.62K
Jan 16, 2024	FAUBER ROBERT	SALE	376.50	791	297.81K	54.1K
Dec 29, 2023	FAUBER ROBERT	SALE	390.63	790	308.6K	55.1K
Dec 15, 2023	FAUBER ROBERT	SALE	391.62	790	309.38K	56.1K
Nov 30, 2023	FAUBER ROBERT	SALE	360.43	790	284.74K	57.1K
Nov 15, 2023	FAUBER ROBERT	SALE	350.76	790	277.1K	58.1K
Nov 09, 2023	WEST MICHAEL L	SALE	342.50	85	29.11K	8.31K
Nov 08, 2023	WEST MICHAEL L	SALE	338.37	1.97K	667.27K	8.4K
Nov 08, 2023	STEELE RICHARD G	SALE	337.88	873	294.97K	628
Oct 31, 2023	FAUBER ROBERT	SALE	306.21	790	241.91K	59.84K
Oct 13, 2023	FAUBER ROBERT	SALE	320.28	790	253.02K	60.84K
Sep 29, 2023	FAUBER ROBERT	SALE	320.93	790	253.53K	61.84K
Sep 15, 2023	FAUBER ROBERT	SALE	343.99	790	271.75K	62.84K
Aug 31, 2023	FAUBER ROBERT	SALE	338.82	756	256.15K	63.84K
Aug 16, 2023	FAUBER ROBERT	SALE	331.23	790	261.67K	64.84K
Aug 10, 2023	SULLIVAN CAROLINE	SALE	339.04	297	100.69K	891
Aug 07, 2023	KAYE MARK	SALE	340.89	1.54K	526.33K	4.45K
Jul 31, 2023	WEST MICHAEL L	SALE	352.79	2.64K	931.72K	8.25K
Jul 17, 2023	FAUBER ROBERT	SALE	354.25	592	209.72K	65.84K
Jul 14, 2023	FAUBER ROBERT	SALE	351.24	282	99.05K	65.84K
Jun 16, 2023	FAUBER ROBERT	SALE	350.39	3.54K	1.24M	65.84K
Jun 15, 2023	FAUBER ROBERT	SALE	341.11	276	94.15K	65.84K
Jun 01, 2023	FAUBER ROBERT	SALE	316.55	2K	633.1K	65.84K
May 19, 2023	KAYE MARK	SALE	317.91	975	309.96K	8.32K
Mar 06, 2023	SULLIVAN CAROLINE	SALE	303.48	483	146.58K	1.49K
Mar 06, 2023	GOGGINS JOHN J	SALE	302.62	8.4K	2.54M	8.59K
Mar 03, 2023	TULENKO STEPHEN T	SALE	297.20	1.22K	361.98K	6.83K
Mar 03, 2023	MCDANIEL RAYMOND W	SALE	295.00	10K	2.95M	82.86K
Mar 02, 2023	MCDANIEL RAYMOND W	SALE	0.00	5.56K	-	0
Mar 02, 2023	FAUBER ROBERT	SALE	285.15	2K	570.3K	67.84K
Feb 02, 2023	MCDANIEL RAYMOND W	SALE	335.46	2.85K	955.4K	67.28K
Feb 01, 2023	MCDANIEL RAYMOND W	SALE	326.08	600	195.65K	67.28K
Dec 13, 2022	MCDANIEL RAYMOND W	SALE	274.88	7.5K	2.06M	8.97K
Nov 02, 2022	SULLIVAN CAROLINE	SALE	259.79	386	100.28K	1.42K
Aug 15, 2022	KAYE MARK	SALE	322.25	1.74K	560.72K	5.34K
Aug 04, 2022	SULLIVAN CAROLINE	SALE	310.68	326	101.28K	1.81K
Aug 03, 2022	WEST MICHAEL L	SALE	310.53	780	242.21K	8.33K
Jun 13, 2022	MCDANIEL RAYMOND W	SALE	0.00	3.51K	-	5.56K
May 18, 2022	TULENKO STEPHEN T	SALE	280.99	1.1K	309.09K	6.02K
May 17, 2022	TULENKO STEPHEN T	SALE	292.64	1.22K	356.44K	7.12K
May 06, 2022	MCDANIEL RAYMOND W	SALE	301.66	889	268.18K	57.5K
Mar 02, 2022	KAYE MARK	SALE	325.24	3.7K	1.2M	5.38K
Mar 01, 2022	FAUBER ROBERT	SALE	321.29	447	143.62K	61.25K
Feb 01, 2022	FAUBER ROBERT	SALE	343.98	447	153.76K	51.52K
Jan 03, 2022	FAUBER ROBERT	SALE	391.74	447	175.11K	51.97K
Dec 01, 2021	FAUBER ROBERT	SALE	394.62	447	176.4K	52.41K
Nov 18, 2021	KAYE MARK	SALE	398.28	316	125.86K	4.59K
Nov 16, 2021	WEST MICHAEL L	SALE	399.92	180	71.98K	6.32K
Nov 01, 2021	FAUBER ROBERT	SALE	406.82	447	181.85K	53.02K
Oct 01, 2021	FAUBER ROBERT	SALE	357.50	447	159.8K	53.47K
Sep 01, 2021	FAUBER ROBERT	SALE	380.31	447	170K	53.92K
Aug 16, 2021	TULENKO STEPHEN T	SALE	383.05	991	379.6K	5.58K
Aug 16, 2021	KAYE MARK	SALE	379.69	356	135.17K	4.9K
Aug 16, 2021	MCDANIEL RAYMOND W	SALE	0.00	9K	-	14.97K
Aug 12, 2021	HUGHES MELANIE	SALE	378.07	1.56K	589.41K	3.76K
Aug 09, 2021	WEST MICHAEL L	SALE	382.35	680	260K	6.5K
Aug 02, 2021	FAUBER ROBERT	SALE	378.57	447	169.22K	54.36K
Jul 14, 2021	MCDANIEL RAYMOND W	SALE	0.00	2.25K	-	29.23K
Jul 01, 2021	FAUBER ROBERT	SALE	362.50	447	162.04K	54.81K
Jul 01, 2021	KAYE MARK	SALE	363.42	43	15.63K	5.95K
Jun 03, 2021	GOGGINS JOHN J	SALE	334.38	4.52K	1.51M	11.86K
Jun 01, 2021	FAUBER ROBERT	SALE	338.06	447	151.11K	55.26K
May 24, 2021	GOGGINS JOHN J	SALE	331.11	8.43K	2.79M	16.38K
May 05, 2021	MCDANIEL RAYMOND W	SALE	0.00	6.75K	-	31.48K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES9.23K18

NET SHARES-9.23K18

SHARES HELD760.63K18

% NET SHARES-101.21%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.14

Short Percent Of Float1.32

Shares Outstanding179.36M

Shares Float165.78M

Shares Short2.05M

Short Ratio2.54

1.32%

Short % of Float

1.14%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

13.87% Percentage of Shares held by All Insiders

79.09% Percentage of Shares held by All Institutions

91.83% Percentage of Float held by Institutions

1890

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	NEWPORT TRUST CO	0.16%	283.57K	135.12M	-9.69K	-3.30%
Sep 30, 2025	MARSHFIELD ASSOCIATES	0.3%	537.13K	255.93M	21.11K	+4.09%
Sep 30, 2025	ROYAL BANK OF CANADA	0.39%	710.26K	338.42M	-156.96K	-18.10%
Sep 30, 2025	WINSLOW CAPITAL MANAGEMENT, LLC	0.41%	731.09K	348.35M	731.09K	+100.00%
Sep 30, 2025	BAILLIE GIFFORD & CO	0.41%	738.64K	351.95M	1.86K	+0.25%
Sep 30, 2025	AMUNDI	0.42%	757.37K	366.15M	-107.68K	-12.45%
Sep 30, 2025	AKO CAPITAL LLP	0.43%	767.14K	365.53M	-60.41K	-7.30%
Sep 30, 2025	WINDACRE PARTNERSHIP LLC	0.65%	1.16M	555.05M	181.31K	+18.43%
Sep 30, 2025	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.73%	1.31M	626.16M	0	0
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.77%	1.38M	657.48M	-487.01K	-26.09%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.8%	1.45M	689.52M	91.46K	+6.75%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.82%	1.47M	702.55M	-44.87K	-2.95%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.88%	1.59M	758.16M	157.59K	+10.99%
Sep 30, 2025	NORTHERN TRUST CORP	0.95%	1.71M	813.73M	-31.89K	-1.83%
Sep 30, 2025	MORGAN STANLEY	1.28%	2.31M	1.1B	-22.34K	-0.96%
Sep 30, 2025	STATE STREET CORP	3.97%	7.14M	3.4B	-4.92K	-0.07%
Sep 30, 2025	TCI FUND MANAGEMENT LTD	7.4%	13.31M	6.34B	61.5K	+0.46%
Sep 30, 2025		0.26%	465.87K	221.97M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	483.75K	230.49M	-363	-0.08%
Sep 30, 2025	HSBC HOLDINGS PLC	0.28%	497.29K	236.52M	-103.09K	-17.17%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.28%	498.84K	237.69M	2.5K	+0.50%
Sep 30, 2025	UBS GROUP AG	0.32%	575.16K	274.05M	-57.06K	-9.03%
Sep 30, 2025	JPMORGAN CHASE & CO	0.57%	1.03M	492.78M	-115.33K	-10.03%
Sep 30, 2025	BLACKROCK, INC.	8.15%	14.65M	6.98B	-456.05K	-3.02%
Sep 30, 2025	VANGUARD GROUP INC	8.43%	15.17M	7.23B	163.29K	+1.09%
Sep 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.14%	259.64K	123.71M	-9.37K	-3.48%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.16%	285.09K	135.84M	-144.29K	-33.60%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	285.9K	136.23M	102.54K	+55.92%
Sep 30, 2025	AVIVA PLC	0.16%	288.8K	137.61B	9.73K	+3.49%
Sep 30, 2025	RHUMBLINE ADVISERS	0.18%	316.4K	150.76M	-7.56K	-2.33%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.18%	316.97K	151.03M	16.1K	+5.35%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.21%	370.86K	176.71M	10.09K	+2.80%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	378.5K	180.35M	2.93K	+0.78%
Sep 30, 2025	SEI INVESTMENTS CO	0.22%	401.4K	191.26M	166.16K	+70.63%
Sep 30, 2025	CANOE FINANCIAL LP	0.23%	412.14K	196.38M	-13.5K	-3.17%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.24%	425.6K	202.79M	-5.69K	-1.32%
Sep 30, 2025	SARASIN & PARTNERS LLP	0.24%	427.26K	205.43M	7K	+1.67%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.24%	431.58K	205.61M	-223.3K	-34.10%
Sep 30, 2025	CANTILLON CAPITAL MANAGEMENT LLC	0.25%	442.01K	210.61M	-4.88K	-1.09%
Sep 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.41%	728.86K	347.29M	-98.36K	-11.89%
Sep 30, 2025	DEUTSCHE BANK AG\	0.45%	808.46K	385.22M	-138.35K	-14.61%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.45%	817.11K	389.37M	17.48K	+2.19%
Sep 30, 2025	NINETY ONE UK LTD	0.47%	853.45K	406.65M	15.98K	+1.91%
Sep 30, 2025	CITADEL ADVISORS LLC	0.49%	882.14K	420.32M	602.49K	+215.44%
Sep 30, 2025	ALTAROCK PARTNERS LLC	0.53%	948.74K	452.05M	-3.52K	-0.37%
Sep 30, 2025	BARCLAYS PLC	0.53%	956.6K	455.8M	418.91K	+77.91%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.55%	989.33K	471.4M	303.36K	+44.22%
Sep 30, 2025	LONGVIEW PARTNERS (GUERNSEY) LTD	0.57%	1.02M	485.15M	-229.47K	-18.39%
Sep 30, 2025	AKRE CAPITAL MANAGEMENT LLC	1.18%	2.12M	1.01B	-186.48K	-8.09%
Sep 30, 2025	STONEPINE ASSET MANAGEMENT INC.	1.26%	2.26M	1.08B	-46.98K	-2.03%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.33%	2.39M	1.14B	-221.16K	-8.46%
Sep 30, 2025	FIERA CAPITAL CORP	1.38%	2.49M	1.18B	-89.81K	-3.49%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.18%	3.92M	1.86B	33.73K	+0.87%
Sep 30, 2025	FMR LLC	3.16%	5.69M	2.71B	-559.83K	-8.96%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.33%	590.11K	281.41M	-13.9K	-2.30%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.34%	616.21K	293.61M	-21.18K	-3.32%
Sep 30, 2025	BERKSHIRE HATHAWAY INC	13.71%	24.67M	11.75B	0	0
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.36%	647.71K	308.65M	1.94K	+0.30%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.37%	659.62K	314.29M	-46.38K	-6.57%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.37%	666.88K	318.25M	1.18K	+0.18%
Sep 30, 2025	EVERGREEN QUALITY FUND GP, LTD.	0.37%	674.4K	321.34M	57K	+9.23%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.38%	687.15K	327.41M	-14.76K	-2.10%
Sep 30, 2025	NUVEEN, LLC	0.39%	702.2K	334.59M	-19.76K	-2.74%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.39%	708.97K	337.81M	-15.16K	-2.09%
Sep 30, 2025	INVESCO LTD.	0.55%	995.5K	474.33M	-63.67K	-6.01%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.61%	1.09M	518.97M	38.99K	+3.71%
Sep 30, 2025	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.62%	1.12M	534.81M	20.62K	+1.87%
Jun 30, 2025	MARKEL GROUP INC.	0.12%	213.89K	107.29M	0	0
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.11%	198.4K	99.51M	-13.16K	-6.22%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.1%	185.67K	93.13M	-69.53K	-27.25%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.28%	496.34K	248.96M	-13.6K	-2.67%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.36%	654.88K	328.45M	20.12K	+3.17%
Jun 30, 2025	ROYAL BANK OF CANADA	0.48%	867.22K	434.99M	-155.19K	-15.18%
Jun 30, 2025	BLACKROCK, INC.	8.4%	15.11M	7.58B	-434.78K	-2.80%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.36%	645.77K	323.94M	-17.08K	-2.58%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.4%	724.13K	363.22M	693.23K	+2,243.46%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.84%	1.52M	762.07M	-67.36K	-4.25%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.75%	1.36M	679.98M	-35.89K	-2.58%
Jun 30, 2025	JPMORGAN CHASE & CO	0.64%	1.15M	576.58M	-144.47K	-11.17%
Jun 30, 2025	INVESCO LTD.	0.59%	1.06M	531.27M	41.14K	+4.04%
Jun 30, 2025	AMUNDI	0.48%	865.05K	430.03M	-97.21K	-10.10%
Jun 30, 2025	AKO CAPITAL LLP	0.46%	827.55K	415.09M	820	+0.10%
Jun 30, 2025		0.4%	721.96K	362.13M	16.36K	+2.32%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.37%	665.7K	332.25M	-19.75K	-2.88%
Jun 30, 2025	BERKSHIRE HATHAWAY INC	13.71%	24.67M	12.37B	0	0
Jun 30, 2025	FMR LLC	3.47%	6.25M	3.13B	-238.29K	-3.67%
Jun 30, 2025	NUVEEN, LLC	0.4%	721.96K	362.13M	16.36K	+2.32%
Jun 30, 2025	STATE STREET CORP	3.97%	7.14M	3.58B	-72.99K	-1.01%
Jun 30, 2025	VANGUARD GROUP INC	8.34%	15.01M	7.53B	191.37K	+1.29%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.39%	701.91K	352.07M	-20.62K	-2.85%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.39%	706K	354.12M	80.22K	+12.82%
Jun 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.46%	827.22K	414.92M	-76.49K	-8.46%
Jun 30, 2025	DEUTSCHE BANK AG\	0.53%	946.81K	474.91M	24.04K	+2.61%
Jun 30, 2025	ALTAROCK PARTNERS LLC	0.53%	952.25K	477.64M	1.35K	+0.14%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	1.05M	526.76M	22.35K	+2.17%
Jun 30, 2025	MARSHFIELD ASSOCIATES	0.29%	516.01K	258.83M	2.12K	+0.41%
Jun 30, 2025	EVERGREEN QUALITY FUND GP, LTD.	0.34%	617.4K	309.68M	122.2K	+24.68%
Jun 30, 2025	NORTHERN TRUST CORP	0.97%	1.74M	872.61M	-21.41K	-1.22%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.16%	3.89M	1.94B	69.46K	+1.82%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.75%	1.35M	674.79M	-223.78K	-14.26%
Jun 30, 2025	NINETY ONE UK LTD	0.47%	837.47K	420.07M	9.17K	+1.11%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.44%	799.63K	401.01M	-5.64K	-0.70%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.04%	1.87M	936.41M	215.4K	+13.04%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.35%	637.39K	319.71M	-21.05K	-3.20%
Jun 30, 2025	UBS GROUP AG	0.35%	632.22K	317.11M	-269.96K	-29.92%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.38%	685.97K	344.08M	316.2K	+85.51%
Jun 30, 2025	LONGVIEW PARTNERS (GUERNSEY) LTD	0.69%	1.25M	625.82M	-76.25K	-5.76%
Jun 30, 2025	STONEPINE ASSET MANAGEMENT INC.	1.28%	2.31M	1.16B	215.55K	+10.29%
Jun 30, 2025	MORGAN STANLEY	1.3%	2.33M	1.17B	-53.69K	-2.25%
Jun 30, 2025	WINDACRE PARTNERSHIP LLC	0.55%	983.6K	493.36M	-27K	-2.67%
Jun 30, 2025	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.61%	1.1M	552.65M	15.24K	+1.40%
Jun 30, 2025	BARCLAYS PLC	0.3%	537.69K	269.7M	-61.07K	-10.20%
Jun 30, 2025	HSBC HOLDINGS PLC	0.33%	600.38K	300.13M	72.86K	+13.81%
Jun 30, 2025	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.73%	1.31M	659.16M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.8%	1.43M	719.06M	-97.02K	-6.34%
Jun 30, 2025	NORGES BANK	1.09%	1.97M	987.52M	1.97M	+100.00%
Jun 30, 2025	AKRE CAPITAL MANAGEMENT LLC	1.28%	2.31M	1.16B	-130.03K	-5.34%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.45%	2.61M	1.31B	-105.27K	-3.87%
Jun 30, 2025	TCI FUND MANAGEMENT LTD	7.36%	13.25M	6.64B	83.87K	+0.64%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.12%	222.32K	111.48M	-7.24K	-3.15%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.14%	250.13K	125.46B	-2.11K	-0.83%
Jun 30, 2025	AVIVA PLC	0.16%	279.07K	139.98M	-61.41K	-18.04%
Jun 30, 2025	CANOE FINANCIAL LP	0.24%	425.64K	213.5M	-23.4K	-5.21%
Jun 30, 2025	DF DENT & CO INC	0.24%	428.2K	214.78M	-7.58K	-1.74%
Jun 30, 2025	BROWN ADVISORY INC	0.25%	446.7K	224.06M	-231.81K	-34.16%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.34%	604.01K	298.5M	98.95K	+19.59%
Jun 30, 2025	BAILLIE GIFFORD & CO	0.41%	736.78K	369.56M	-21.74K	-2.87%
Jun 30, 2025	FIERA CAPITAL CORP	1.43%	2.57M	1.29B	35.12K	+1.38%
Jun 30, 2025	LOS ANGELES CAPITAL MANAGEMENT LLC	0.12%	220.2K	110.45M	-55.27K	-20.06%
Jun 30, 2025	SKYE GLOBAL MANAGEMENT LP	0.13%	236K	118.38M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	243.41K	122.09M	914	+0.38%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.15%	272.9K	136.88M	55.86K	+25.74%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	352.89K	177.01M	-51.29K	-12.69%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	375.56K	188.38M	2K	+0.54%
Jun 30, 2025	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	0.21%	377.64K	189.42M	71.8K	+23.48%
Jun 30, 2025	CANTILLON CAPITAL MANAGEMENT LLC	0.25%	446.89K	224.16M	-12.97K	-2.82%
Jun 30, 2025	SARASIN & PARTNERS LLP	0.23%	420.26K	210.8M	-25.73K	-5.77%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.2%	360.77K	180.96M	-80.57K	-18.26%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.17%	300.87K	150.91M	16.86K	+5.94%
Jun 30, 2025	NEWPORT TRUST CO	0.16%	293.26K	147.09M	-2.93K	-0.99%
Jun 30, 2025	GENERATION INVESTMENT MANAGEMENT LLP	0.15%	271.07K	135.97M	271.07K	+100.00%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.15%	269K	134.93M	-4.6K	-1.68%
Jun 30, 2025	CHILTON INVESTMENT CO INC.	0.14%	252.05K	126.42M	25.66K	+11.33%
Jun 30, 2025	CONGRESS ASSET MANAGEMENT CO /MA	0.12%	224.42K	112.57M	-1.09K	-0.48%
Mar 31, 2025	INVESCO LTD.	0.57%	1.02M	474.08M	-11.54K	-1.12%
Mar 31, 2025	VANGUARD GROUP INC	8.23%	14.82M	6.9B	119.55K	+0.81%
Mar 31, 2025	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.73%	1.31M	611.98M	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.51%	2.72M	1.27B	-95.7K	-3.40%
Mar 31, 2025	FIERA CAPITAL CORP	1.41%	2.54M	1.18B	-498.33K	-16.40%
Mar 31, 2025	STONEPINE ASSET MANAGEMENT INC.	1.16%	2.1M	975.84M	558.14K	+36.31%
Mar 31, 2025	NORTHERN TRUST CORP	0.98%	1.76M	820.13M	-15.63K	-0.88%
Mar 31, 2025	JENNISON ASSOCIATES LLC	0.87%	1.57M	730.71M	-611.89K	-28.06%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.57%	1.03M	478.65M	33.45K	+3.36%
Mar 31, 2025	BERKSHIRE HATHAWAY INC	13.71%	24.67M	11.49B	0	0
Mar 31, 2025	TCI FUND MANAGEMENT LTD	7.31%	13.16M	6.13B	-83.66K	-0.63%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.45%	805.27K	374.96M	9.15K	+1.15%
Mar 31, 2025	BAILLIE GIFFORD & CO	0.42%	758.52K	353.23M	-50.45K	-6.24%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.4%	722.53K	336.47M	-23.47K	-3.15%
Mar 31, 2025		0.39%	705.61K	328.6M	705.61K	+100.00%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.38%	685.45K	318.7M	51.24K	+8.08%
Mar 31, 2025	BROWN ADVISORY INC	0.38%	678.51K	315.97M	-1.29K	-0.19%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.37%	662.84K	308.68M	-82.45K	-11.06%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.37%	658.44K	306.63M	51.73K	+8.53%
Mar 31, 2025	ACADIAN ASSET MANAGEMENT LLC	0.35%	634.76K	295.57M	146.14K	+29.91%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.35%	625.78K	291.42M	87.67K	+16.29%
Mar 31, 2025	BARCLAYS PLC	0.33%	598.76K	278.84M	157.81K	+35.79%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.3%	544.02K	253.34M	-34.37K	-5.94%
Mar 31, 2025	HSBC HOLDINGS PLC	0.29%	527.52K	244.82M	56.27K	+11.94%
Mar 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.28%	505.06K	231.71M	284.78K	+129.28%
Mar 31, 2025	STATE STREET CORP	4.01%	7.22M	3.36B	12.65K	+0.18%
Mar 31, 2025	FMR LLC	3.6%	6.49M	3.02B	384.47K	+6.30%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.12%	3.82M	1.77B	138.53K	+3.76%
Mar 31, 2025	AKRE CAPITAL MANAGEMENT LLC	1.35%	2.44M	1.13B	-643.47K	-20.90%
Mar 31, 2025	MORGAN STANLEY	1.32%	2.38M	1.11B	121.65K	+5.38%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.92%	1.65M	769.08M	60.82K	+3.82%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.88%	1.59M	738.9M	140.13K	+9.69%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.85%	1.53M	712.78M	265.39K	+20.98%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.77%	1.39M	648.02M	52.27K	+3.90%
Mar 31, 2025	LONGVIEW PARTNERS (GUERNSEY) LTD	0.74%	1.32M	616.54M	-84.99K	-6.03%
Mar 31, 2025	JPMORGAN CHASE & CO	0.72%	1.29M	602.57M	22.26K	+1.75%
Mar 31, 2025	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.6%	1.09M	506M	3.48K	+0.32%
Mar 31, 2025	ROYAL BANK OF CANADA	0.57%	1.02M	476.13M	184.25K	+21.98%
Mar 31, 2025	AMUNDI	0.53%	962.26K	425.7M	-169.39K	-14.97%
Mar 31, 2025	ALTAROCK PARTNERS LLC	0.53%	950.91K	442.83M	0	0
Mar 31, 2025	DEUTSCHE BANK AG\	0.51%	922.77K	429.72M	-86.07K	-8.53%
Mar 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	0.5%	903.7K	420.84M	-25.31K	-2.72%
Mar 31, 2025	UBS GROUP AG	0.5%	902.17K	420.13M	247.07K	+37.71%
Mar 31, 2025	NINETY ONE UK LTD	0.46%	828.3K	385.73M	-689.43K	-45.43%
Mar 31, 2025	AKO CAPITAL LLP	0.46%	826.73K	385M	173.35K	+26.53%
Mar 31, 2025	EVERGREEN QUALITY FUND GP, LTD.	0.28%	495.2K	230.61M	-84.05K	-14.51%
Mar 31, 2025	BLACKROCK, INC.	8.64%	15.54M	7.24B	1.28M	+8.96%
Mar 31, 2025	MARSHFIELD ASSOCIATES	0.29%	513.9K	239.32M	2.78K	+0.54%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.28%	509.94K	237.48M	3.66K	+0.72%
Mar 31, 2025	WINDACRE PARTNERSHIP LLC	0.56%	1.01M	470.62M	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.7%	3.1M	1.21B	95.37K	+3.18%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.89%	1.63M	640.97M	151.78K	+10.26%
Mar 31, 2024	WINDACRE PARTNERSHIP LLC	0.96%	1.75M	686.23M	173.9K	+11.06%
Mar 31, 2024	NINETY ONE UK LTD	1.07%	1.96M	768.73M	39.91K	+2.08%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.47%	2.69M	1.06B	126.09K	+4.91%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.29%	521.51K	204.66M	-21.04K	-3.88%
Mar 31, 2024	JPMORGAN CHASE & CO	0.8%	1.47M	576.95M	851.17K	+138.00%
Mar 31, 2024	FIERA CAPITAL CORP	2.07%	3.78M	1.49B	-145.12K	-3.70%
Mar 31, 2024	MORGAN STANLEY	2.09%	3.82M	1.5B	-79.49K	-2.04%
Mar 31, 2024	FMR LLC	2.95%	5.4M	2.12B	-23.13K	-0.43%
Mar 31, 2024	STATE STREET CORP	3.78%	6.91M	2.72B	52.9K	+0.77%
Mar 31, 2024	BLACKROCK INC.	7.29%	13.32M	5.24B	389.36K	+3.01%
Mar 31, 2024	VANGUARD GROUP INC	7.82%	14.28M	5.61B	119.45K	+0.84%
Mar 31, 2024	FLOSSBACH VON STORCH AG	0.15%	280.03K	110.06M	-44.44K	-13.70%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.16%	289.92K	113.95M	143.59K	+98.12%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.16%	290.47K	114.16M	-5.94K	-2.00%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.16%	297.05K	116.75M	2.99K	+1.02%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.17%	305.49K	120.07M	-3.36K	-1.09%
Mar 31, 2024	KING LUTHER CAPITAL MANAGEMENT CORP	0.17%	311.28K	122.34M	9.32K	+3.09%
Mar 31, 2024	AVIVA PLC	0.17%	315.95K	124.18M	-3.38K	-1.06%
Mar 31, 2024	RHUMBLINE ADVISERS	0.18%	329.38K	129.46M	3.96K	+1.22%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.19%	346.37K	136.43M	-7.64K	-2.16%
Mar 31, 2024	SARASIN & PARTNERS LLP	0.2%	360.98K	141.88M	34.37K	+10.52%
Mar 31, 2024	MANNING & NAPIER GROUP, LLC	0.21%	391.78K	153.98M	-8.03K	-2.01%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	392.65K	154.32M	-1.05K	-0.27%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	0.22%	400.02K	145.57M	-1.81K	-0.45%
Mar 31, 2024	CREDIT SUISSE AG/	0.22%	404.75K	159.08M	-18.67K	-4.41%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.22%	408.5K	160.55M	20.46K	+5.27%
Mar 31, 2024	UBS GROUP AG	0.22%	409.03K	160.76M	28.02K	+7.35%
Mar 31, 2024	CANOE FINANCIAL LP	0.23%	428.69K	168.49M	428.69K	+100.00%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.26%	476.54K	187.29M	-50.36K	-9.56%
Mar 31, 2024	AMUNDI	0.28%	509.51K	190.86M	-163.64K	-24.31%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.41%	741.74K	291.53M	45.71K	+6.57%
Mar 31, 2024	ALTAROCK PARTNERS LLC	0.44%	800.14K	314.48M	-10.5K	-1.30%
Mar 31, 2024	LONGVIEW PARTNERS (GUERNSEY) LTD	0.91%	1.67M	654.85M	-46.41K	-2.71%
Mar 31, 2024	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.92%	1.67M	656.83M	1.62K	+0.10%
Mar 31, 2024	BAILLIE GIFFORD & CO	1.76%	3.22M	1.26B	-422.68K	-11.62%
Mar 31, 2024	AKRE CAPITAL MANAGEMENT LLC	2.44%	4.45M	1.75B	-323.97K	-6.78%
Mar 31, 2024	TCI FUND MANAGEMENT LTD	6.68%	12.2M	4.79B	149.3K	+1.24%
Mar 31, 2024	BERKSHIRE HATHAWAY INC	13.51%	24.67M	9.7B	0	0
Mar 31, 2024	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	0.27%	485.74K	190.91M	-61.6K	-11.25%
Mar 31, 2024	CANTILLON CAPITAL MANAGEMENT LLC	0.28%	510.41K	200.6M	-10.26K	-1.97%
Mar 31, 2024	MARSHFIELD ASSOCIATES	0.28%	514.92K	202.38M	76	+0.01%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.29%	530.65K	208.56M	-45.48K	-7.89%
Mar 31, 2024	DF DENT & CO INC	0.29%	537.26K	211.16M	-8.43K	-1.54%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.31%	558.22K	219.4M	37.83K	+7.27%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0.31%	567.51K	223.05M	-1.82K	-0.32%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.33%	608.54K	239.18M	73.1K	+13.65%
Mar 31, 2024	BARCLAYS PLC	0.34%	618.18K	242.96M	-69.56K	-10.11%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.35%	637.84K	250.69M	-41.39K	-6.09%
Mar 31, 2024	AKO CAPITAL LLP	0.39%	712.77K	280.14M	-24	0.00%
Mar 31, 2024	HARRIS ASSOCIATES L P	0.42%	765.98K	301.05M	-48.36K	-5.94%
Mar 31, 2024	ROYAL BANK OF CANADA	0.42%	775.24K	304.69M	75.75K	+10.83%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.43%	791.34K	311.02M	-15.26K	-1.89%
Mar 31, 2024	BROWN ADVISORY INC	0.46%	834.2K	327.87M	-24.29K	-2.83%
Mar 31, 2024	ALLEN INVESTMENT MANAGEMENT LLC	0.49%	895.05K	351.78M	254.18K	+39.66%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.5%	922.5K	362.57M	24.38K	+2.71%
Mar 31, 2024	DEUTSCHE BANK AG\	0.53%	972.05K	382.04M	-240.25K	-19.82%
Mar 31, 2024	STONEPINE ASSET MANAGEMENT INC.	0.53%	973.62K	382.66M	-800.37K	-45.12%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.55%	1.01M	395.96M	3.91K	+0.39%
Mar 31, 2024	INVESCO LTD.	0.59%	1.08M	425.02M	206.81K	+23.65%
Mar 31, 2024	VERITAS ASSET MANAGEMENT LLP	0.61%	1.11M	435.32M	-484.31K	-30.42%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.66%	1.21M	476.19M	-217.03K	-15.19%
Mar 31, 2024	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.67%	1.22M	478.87M	0	0
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.75%	1.37M	540.32M	125.04K	+10.01%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.77%	1.41M	553.37M	-143.2K	-9.23%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.82%	1.49M	587.15M	-21.52K	-1.42%
Mar 31, 2024	NORTHERN TRUST CORP	0.83%	1.51M	594.46M	-67.84K	-4.29%
Dec 31, 2023	BERKSHIRE HATHAWAY INC	13.47%	24.67M	9.64B	0	0
Dec 31, 2023	NINETY ONE UK LTD	1.05%	1.92M	748.32M	-3.01K	-0.16%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.4%	2.57M	1B	901.13K	+54.12%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.64%	3M	1.17B	65.54K	+2.23%
Dec 31, 2023	BAILLIE GIFFORD & CO	1.99%	3.64M	1.42B	-153.12K	-4.04%
Dec 31, 2023	MORGAN STANLEY	2.13%	3.9M	1.52B	70.48K	+1.84%
Dec 31, 2023	FIERA CAPITAL CORP	2.14%	3.93M	1.53B	-460.07K	-10.49%
Dec 31, 2023	AKRE CAPITAL MANAGEMENT LLC	2.61%	4.78M	1.87B	-317.71K	-6.24%
Dec 31, 2023	FMR LLC	2.96%	5.42M	2.12B	1.12M	+26.00%
Dec 31, 2023	STATE STREET CORP	3.75%	6.86M	2.68B	331.08K	+5.07%
Dec 31, 2023	TCI FUND MANAGEMENT LTD	6.58%	12.05M	4.71B	1.68M	+16.19%
Dec 31, 2023	BLACKROCK INC.	7.06%	12.93M	5.05B	-771.62K	-5.63%
Dec 31, 2023	VANGUARD GROUP INC	7.73%	14.16M	5.53B	189.68K	+1.36%
Dec 31, 2023	VERITAS ASSET MANAGEMENT LLP	0.87%	1.59M	621.74M	-639.75K	-28.67%
Dec 31, 2023	NORGES BANK	1.01%	1.84M	720.5M	1.84M	+100.00%
Dec 31, 2023	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.91%	1.67M	652.07M	-24.35K	-1.44%
Dec 31, 2023	LONGVIEW PARTNERS (GUERNSEY) LTD	0.93%	1.71M	668.86M	-124.98K	-6.80%
Dec 31, 2023	INVESCO LTD.	0.48%	874.59K	341.58M	48.59K	+5.88%
Dec 31, 2023	STONEPINE ASSET MANAGEMENT INC.	0.97%	1.77M	692.85M	229.83K	+14.88%
Dec 31, 2023	CAPITAL WORLD INVESTORS	0.68%	1.24M	485.76M	13.1K	+1.06%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.68%	1.25M	488.09M	122.17K	+10.84%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.78%	1.43M	557.96M	279.84K	+24.36%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.81%	1.48M	577.67M	314.05K	+26.96%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.29%	535.44K	209.12M	-38.52K	-6.71%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.3%	542.55K	211.91M	-32.12K	-5.59%
Dec 31, 2023	DF DENT & CO INC	0.3%	545.69K	213.12M	-88.17K	-13.91%
Dec 31, 2023	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	0.3%	547.34K	213.77M	-595.69K	-52.12%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0.31%	569.33K	222.36M	-452.5K	-44.28%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.31%	576.13K	225.01M	-31.12K	-5.12%
Dec 31, 2023	JPMORGAN CHASE & CO	0.34%	616.77K	240.89M	387.56K	+169.08%
Dec 31, 2023	ALLEN INVESTMENT MANAGEMENT LLC	0.35%	640.87K	250.3M	64.21K	+11.13%
Dec 31, 2023	AMUNDI	0.37%	673.15K	251.13M	-228.55K	-25.35%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.37%	679.24K	265.29M	14.34K	+2.16%
Dec 31, 2023	BARCLAYS PLC	0.38%	687.73K	268.6M	273.4K	+65.99%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.38%	696.03K	271.84M	48.59K	+7.50%
Dec 31, 2023	ROYAL BANK OF CANADA	0.38%	699.49K	273.19M	-20.6K	-2.86%
Dec 31, 2023	AKO CAPITAL LLP	0.39%	712.79K	278.39M	-18.64K	-2.55%
Dec 31, 2023	WINSLOW CAPITAL MANAGEMENT, LLC	0.39%	718.63K	280.67M	-40.67K	-5.36%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.44%	806.6K	315.03M	-15.2K	-1.85%
Dec 31, 2023	ALTAROCK PARTNERS LLC	0.44%	810.64K	316.6M	466.2K	+135.35%
Dec 31, 2023	HARRIS ASSOCIATES L P	0.44%	814.34K	318.05M	-72.61K	-8.19%
Dec 31, 2023	BROWN ADVISORY INC	0.47%	858.5K	335.29M	115.36K	+15.52%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.49%	898.12K	350.77M	24.34K	+2.79%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.55%	1M	391.94M	25.78K	+2.64%
Dec 31, 2023	DEUTSCHE BANK AG\	0.66%	1.21M	473.48M	82.48K	+7.30%
Dec 31, 2023	VALLEY FORGE CAPITAL MANAGEMENT, LP	0.67%	1.22M	475.86M	0	0
Dec 31, 2023	JENNISON ASSOCIATES LLC	0.83%	1.52M	591.87M	4.44K	+0.29%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.85%	1.55M	605.82M	-430.65K	-21.73%
Dec 31, 2023	WINDACRE PARTNERSHIP LLC	0.86%	1.57M	614M	22.6K	+1.46%
Dec 31, 2023	NORTHERN TRUST CORP	0.86%	1.58M	617.22M	-81.66K	-4.91%

Insiders

Insiders	Designation	Shares Held
MCDANIEL RAYMOND W	director	82.86K
FAUBER ROBERT	President and CEO	61.08K
GOGGINS JOHN J	EVP and General Counsel	8.59K
WEST MICHAEL L	President, Moody's Investors	8.21K
TULENKO STEPHEN T	President, Moody's Analytics	5.26K
KAYE MARK	EVP & Chief Financial Officer	4.45K
HUGHES MELANIE	SVP & Chief HR Officer	3.76K
HEULAND NOEMIE CLEMENCE	SVP & Chief Financial Officer	2.15K
SULLIVAN CAROLINE	SVP, Corp Controller	1.42K
STEELE RICHARD G	SVP - General Counsel	1.33K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 03, 2025	FAUBER ROBERT	SALE	487.87	575	280.53K	61.08K
Dec 01, 2025	FAUBER ROBERT	SALE	486.09	592	287.77K	61.08K
Nov 03, 2025	FAUBER ROBERT	SALE	478.95	1.17K	558.93K	61.08K
Oct 28, 2025	FAUBER ROBERT	SALE	493.90	546	269.67K	61.08K
Oct 28, 2025	STEELE RICHARD G	SALE	493.90	26	12.84K	1.33K
Oct 15, 2025	FAUBER ROBERT	SALE	481.09	415	199.65K	61.08K
Oct 01, 2025	FAUBER ROBERT	SALE	477.97	414	197.88K	61.22K
Sep 15, 2025	FAUBER ROBERT	SALE	512.65	415	212.75K	61.35K
Sep 02, 2025	FAUBER ROBERT	SALE	503.32	415	208.88K	61.48K
Aug 15, 2025	FAUBER ROBERT	SALE	521.45	415	216.4K	61.62K
Aug 04, 2025	TULENKO STEPHEN T	SALE	518.96	300	155.69K	5.26K
Aug 01, 2025	FAUBER ROBERT	SALE	510.19	415	211.73K	61.75K
Jul 30, 2025	TULENKO STEPHEN T	SALE	511.87	0	249.79	5.56K
Jul 29, 2025	STEELE RICHARD G	SALE	509.63	730	372.03K	1.39K
Jul 29, 2025	WEST MICHAEL L	SALE	511.94	1.19K	608.18K	8.21K
Jul 29, 2025	HEULAND NOEMIE CLEMENCE	SALE	508.15	783	397.88K	2.15K
Jul 15, 2025	FAUBER ROBERT	SALE	503.40	415	208.91K	61.89K
Jul 01, 2025	FAUBER ROBERT	SALE	497.10	415	206.3K	62.02K
Jun 16, 2025	FAUBER ROBERT	SALE	476.67	415	197.82K	62.15K
Jun 02, 2025	FAUBER ROBERT	SALE	474.35	415	196.86K	62.29K
May 15, 2025	FAUBER ROBERT	SALE	479.05	415	198.81K	62.42K
May 01, 2025	FAUBER ROBERT	SALE	450.71	415	187.04K	62.56K
Apr 15, 2025	FAUBER ROBERT	SALE	437.80	415	181.69K	62.69K
Apr 01, 2025	FAUBER ROBERT	SALE	463.08	415	192.18K	62.82K
Mar 17, 2025	FAUBER ROBERT	SALE	444.43	134	59.55K	62.96K
Mar 03, 2025	FAUBER ROBERT	SALE	505.00	281	141.91K	67.43K
Feb 26, 2025	TULENKO STEPHEN T	SALE	499.84	2.48K	1.24M	8.01K
Feb 18, 2025	FAUBER ROBERT	SALE	522.20	281	146.74K	61.89K
Feb 03, 2025	FAUBER ROBERT	SALE	494.42	281	138.93K	61.89K
Jan 15, 2025	FAUBER ROBERT	SALE	473.62	281	133.09K	61.89K
Jan 02, 2025	FAUBER ROBERT	SALE	474.86	281	133.44K	61.89K
Dec 16, 2024	FAUBER ROBERT	SALE	490.24	281	137.76K	61.35K
Dec 02, 2024	FAUBER ROBERT	SALE	499.51	281	140.36K	61.35K
Nov 15, 2024	FAUBER ROBERT	SALE	478.99	281	134.6K	61.35K
Nov 08, 2024	WEST MICHAEL L	SALE	475.65	9.18K	4.37M	8.61K
Nov 01, 2024	FAUBER ROBERT	SALE	455.98	281	128.13K	61.35K
Oct 28, 2024	SULLIVAN CAROLINE	SALE	462.36	667	308.39K	1.42K
Aug 09, 2024	TULENKO STEPHEN T	SALE	464.06	500	232.03K	6.65K
Aug 08, 2024	STEELE RICHARD G	SALE	455.38	974	443.54K	1.04K
Aug 06, 2024	TULENKO STEPHEN T	SALE	452.62	1K	452.62K	7.15K
Aug 05, 2024	TULENKO STEPHEN T	SALE	444.26	569	252.69K	8.15K
Jul 31, 2024	TULENKO STEPHEN T	SALE	457.99	1.15K	525.12K	8.72K
Jul 29, 2024	WEST MICHAEL L	SALE	449.98	1.1K	494.98K	9.21K
Jul 29, 2024	STEELE RICHARD G	SALE	450.13	1.51K	677.9K	1.04K
Jul 29, 2024	TULENKO STEPHEN T	SALE	450.25	5.98K	2.69M	9.86K
Mar 04, 2024	STEELE RICHARD G	SALE	382.34	304	116.28K	1.62K
Jan 16, 2024	FAUBER ROBERT	SALE	376.50	791	297.81K	54.1K
Dec 29, 2023	FAUBER ROBERT	SALE	390.63	790	308.6K	55.1K
Dec 15, 2023	FAUBER ROBERT	SALE	391.62	790	309.38K	56.1K
Nov 30, 2023	FAUBER ROBERT	SALE	360.43	790	284.74K	57.1K
Nov 15, 2023	FAUBER ROBERT	SALE	350.76	790	277.1K	58.1K
Nov 09, 2023	WEST MICHAEL L	SALE	342.50	85	29.11K	8.31K
Nov 08, 2023	WEST MICHAEL L	SALE	338.37	1.97K	667.27K	8.4K
Nov 08, 2023	STEELE RICHARD G	SALE	337.88	873	294.97K	628
Oct 31, 2023	FAUBER ROBERT	SALE	306.21	790	241.91K	59.84K
Oct 13, 2023	FAUBER ROBERT	SALE	320.28	790	253.02K	60.84K
Sep 29, 2023	FAUBER ROBERT	SALE	320.93	790	253.53K	61.84K
Sep 15, 2023	FAUBER ROBERT	SALE	343.99	790	271.75K	62.84K
Aug 31, 2023	FAUBER ROBERT	SALE	338.82	756	256.15K	63.84K
Aug 16, 2023	FAUBER ROBERT	SALE	331.23	790	261.67K	64.84K
Aug 10, 2023	SULLIVAN CAROLINE	SALE	339.04	297	100.69K	891
Aug 07, 2023	KAYE MARK	SALE	340.89	1.54K	526.33K	4.45K
Jul 31, 2023	WEST MICHAEL L	SALE	352.79	2.64K	931.72K	8.25K
Jul 17, 2023	FAUBER ROBERT	SALE	354.25	592	209.72K	65.84K
Jul 14, 2023	FAUBER ROBERT	SALE	351.24	282	99.05K	65.84K
Jun 16, 2023	FAUBER ROBERT	SALE	350.39	3.54K	1.24M	65.84K
Jun 15, 2023	FAUBER ROBERT	SALE	341.11	276	94.15K	65.84K
Jun 01, 2023	FAUBER ROBERT	SALE	316.55	2K	633.1K	65.84K
May 19, 2023	KAYE MARK	SALE	317.91	975	309.96K	8.32K
Mar 06, 2023	SULLIVAN CAROLINE	SALE	303.48	483	146.58K	1.49K
Mar 06, 2023	GOGGINS JOHN J	SALE	302.62	8.4K	2.54M	8.59K
Mar 03, 2023	TULENKO STEPHEN T	SALE	297.20	1.22K	361.98K	6.83K
Mar 03, 2023	MCDANIEL RAYMOND W	SALE	295.00	10K	2.95M	82.86K
Mar 02, 2023	MCDANIEL RAYMOND W	SALE	0.00	5.56K	-	0
Mar 02, 2023	FAUBER ROBERT	SALE	285.15	2K	570.3K	67.84K
Feb 02, 2023	MCDANIEL RAYMOND W	SALE	335.46	2.85K	955.4K	67.28K
Feb 01, 2023	MCDANIEL RAYMOND W	SALE	326.08	600	195.65K	67.28K
Dec 13, 2022	MCDANIEL RAYMOND W	SALE	274.88	7.5K	2.06M	8.97K
Nov 02, 2022	SULLIVAN CAROLINE	SALE	259.79	386	100.28K	1.42K
Aug 15, 2022	KAYE MARK	SALE	322.25	1.74K	560.72K	5.34K
Aug 04, 2022	SULLIVAN CAROLINE	SALE	310.68	326	101.28K	1.81K
Aug 03, 2022	WEST MICHAEL L	SALE	310.53	780	242.21K	8.33K
Jun 13, 2022	MCDANIEL RAYMOND W	SALE	0.00	3.51K	-	5.56K
May 18, 2022	TULENKO STEPHEN T	SALE	280.99	1.1K	309.09K	6.02K
May 17, 2022	TULENKO STEPHEN T	SALE	292.64	1.22K	356.44K	7.12K
May 06, 2022	MCDANIEL RAYMOND W	SALE	301.66	889	268.18K	57.5K
Mar 02, 2022	KAYE MARK	SALE	325.24	3.7K	1.2M	5.38K
Mar 01, 2022	FAUBER ROBERT	SALE	321.29	447	143.62K	61.25K
Feb 01, 2022	FAUBER ROBERT	SALE	343.98	447	153.76K	51.52K
Jan 03, 2022	FAUBER ROBERT	SALE	391.74	447	175.11K	51.97K
Dec 01, 2021	FAUBER ROBERT	SALE	394.62	447	176.4K	52.41K
Nov 18, 2021	KAYE MARK	SALE	398.28	316	125.86K	4.59K
Nov 16, 2021	WEST MICHAEL L	SALE	399.92	180	71.98K	6.32K
Nov 01, 2021	FAUBER ROBERT	SALE	406.82	447	181.85K	53.02K
Oct 01, 2021	FAUBER ROBERT	SALE	357.50	447	159.8K	53.47K
Sep 01, 2021	FAUBER ROBERT	SALE	380.31	447	170K	53.92K
Aug 16, 2021	TULENKO STEPHEN T	SALE	383.05	991	379.6K	5.58K
Aug 16, 2021	KAYE MARK	SALE	379.69	356	135.17K	4.9K
Aug 16, 2021	MCDANIEL RAYMOND W	SALE	0.00	9K	-	14.97K
Aug 12, 2021	HUGHES MELANIE	SALE	378.07	1.56K	589.41K	3.76K
Aug 09, 2021	WEST MICHAEL L	SALE	382.35	680	260K	6.5K
Aug 02, 2021	FAUBER ROBERT	SALE	378.57	447	169.22K	54.36K
Jul 14, 2021	MCDANIEL RAYMOND W	SALE	0.00	2.25K	-	29.23K
Jul 01, 2021	FAUBER ROBERT	SALE	362.50	447	162.04K	54.81K
Jul 01, 2021	KAYE MARK	SALE	363.42	43	15.63K	5.95K
Jun 03, 2021	GOGGINS JOHN J	SALE	334.38	4.52K	1.51M	11.86K
Jun 01, 2021	FAUBER ROBERT	SALE	338.06	447	151.11K	55.26K
May 24, 2021	GOGGINS JOHN J	SALE	331.11	8.43K	2.79M	16.38K
May 05, 2021	MCDANIEL RAYMOND W	SALE	0.00	6.75K	-	31.48K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES9.23K18

NET SHARES-9.23K18

SHARES HELD760.63K18

% NET SHARES-101.21%0%

MCO Stock Ownership Breakdown

Moody's

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions