• MOODYS CORP Ownership Breakdown

  • Ownership Breakdown: MCO

    as of 7/23/08
    Large Block Holder Type Number  
    Institutions 546
     
    Total Number of Shares Held
    244.7 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 946
    Other Major 15
    Total Number of Large Block Holders 1,507
  • Top 10 Institutional Holders: MCO

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Berkshire Hathaway Inc. 48 M 1.67 B 2.38% 19.62% Low
    Davis Selected Advisers, L.P. 18.63 M 648.91 M 0.72% 7.61% Low
    Sands Capital Management, LLC 13.74 M 478.71 M 2.94% 5.62% Low
    Baillie Gifford & Co. 10.18 M 354.58 M 0.82% 4.16% Low
    Longview Asset Management, L.L.C. 9.46 M 329.54 M 9.10% 3.87% Low
    Barclays Global Investors, N.A. 9.4 M 327.42 M 0.04% 3.84% Low
    ValueAct Capital Partners, L.P. 8.83 M 307.48 M 6.86% 3.61% Medium
    Invesco Aim Management Group, Inc. 8.59 M 299.18 M 0.51% 3.51% Low
    State Street Global Advisors (US) 6.72 M 234.06 M 0.04% 2.75% Low
    Vanguard Group, Inc. 6.41 M 223.33 M 0.04% 2.62% Low

    Total % of Shares Owned by:

    Top 10 Holders
    57.20%
    Top 25 Holders
    77.24%
    Top 50 Holders
    88.76%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: MCO

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Davis New York Venture Fund 8.91 M 329.44 M 0.72% 3.64% Low
    T. Rowe Price Growth Stock Fund 3.34 M 116.45 M 0.52% 1.37% Medium
    AIM Basic Value Fund 3.15 M 109.87 M 3.35% 1.29% Medium
    Neuberger Berman Partners Fund 2.24 M 83.14 M 1.86% 0.92% Low
    Selected American Shares 2.27 M 78.91 M 0.71% 0.93% Low
    Vanguard 500 Index Fund 1.96 M 68.09 M 0.06% 0.80% Low
    Vanguard Total Stock Market Index Fund 1.56 M 54.37 M 0.05% 0.64% Low
    CREF Stock Account 1.52 M 52.84 M 0.04% 0.62% Low
    SPDR Trust Series 1 1.33 M 45.95 M 0.06% 0.55% Low
    Ariel Appreciation Fund 1.28 M 44.47 M 2.46% 0.52% Low

    Total % of Shares Owned by:

    Top 10 Holders
    11.26%
    Top 25 Holders
    16.82%
    Top 50 Holders
    21.05%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: MCO

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    BNP Paribas Arbitrage SA 74,942 2.61 M 0.03% High
    McDaniel (Raymond W Jr) 68,397 2.38 M 0.03% Low
    Almeida (Mark E) 62,996 2.19 M 0.03% Low
    Dering (Jeanne M) 41,591 1.48 M 0.02% Low
    Clarkson (Brian M) 37,135 1.29 M 0.02% Low
    KBC Group NV 31,440 1.10 M 0.01% Medium
    McKinnell (Henry A Jr) 30,021 1.03 M 0.01% Low
    Goggins (John J) 15,778 549,548.00 0.01% Low
    Glauber (Robert R) 15,569 536,196.00 0.01% Low
    Wulff (John K) 14,323 493,284.00 0.01% Low

    Total % of Shares Owned by:

    Top 10 Holders
    0.16%
    Top 25 Holders
    0.17%
    Top 50 Holders
    0.17%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.