Signal dossier · Q4 2025

MCO

Moody's Corp · Financials

HoldLens verdict · single −100..+100 scale

BUY

on a signed +100 buy scale · WEAK BUY

2 tracked managers buying MODERATE signal.

Unified ConvictionScore · −100..+100

Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding

Buy component

+27

Dissent penalty

−18

Unanimity bonus

Quality differential

Info density

Buyers / Sellers

2 / 4

ConvictionScore v5 · 9-layer breakdown

13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.

Smart money (13F)

Insider activity (Form 4)

Track record (CAGR)

Trend streak

Concentration

+10

Contrarian bonus

Event signal (8-K)

− Dissent penalty

−18

− Crowding penalty

−0

Owners: 7·Buyers: 8·Sellers: 18·Buyer-CAGR-weighted expected return: +17.4% ±4.3%·How this is computed

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8-quarter activity

Distinct managers buying or selling MCO each quarter — last 2 years.

2 buy moves·0 sell moves·net buying

'24 Q1

'24 Q2

'24 Q3

'24 Q4

'25 Q1

'25 Q2

'25 Q3

'25 Q4

Buyers (new + add)Sellers (trim + exit)

Ownership breadth · 8 quarters

Breadth flat

+1 owners over 8Q

Q1 '24

Q2 '24

Q3 '24

Q4 '24

Q1 '25

Q2 '25

Q3 '25

Q4 '25

The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on MCO — grouped by quarter, ranked by manager quality.

Smart money activity

8 buys · 18 sells across tracked 13F filings

Net signal: STRONG SELL

Q4 2025(6 moves)

Portfolio manager	Activity	Share change	% portfolio
Dev KantesariaTier 1 Valley Forge Capital Top conviction — adding to 15+ year Moody's position.	Add 4.00%	+42K	22.40%
William von MuefflingElite Cantillon Capital Management Adding to Moody's.	Add 10.00%	+32K	6.40%
Chuck AkreTier 1 Akre Capital Management	Reduce 18.00%	-384K	9.70%
Joel GreenblattElite Gotham Asset Management	Reduce 23.00%	-23K	0.00%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 7.00%	-52K	0.30%
Bill Nygren Oakmark Funds	Reduce 25.00%	-652	0.00%

Q3 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Chuck AkreTier 1 Akre Capital Management	Reduce 8.00%	-186K	10.10%
Bill Nygren Oakmark Funds	Reduce 11.00%	-315	0.00%

Q2 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 190%	+71K	0.00%
Bill Nygren Oakmark Funds	Reduce 11.00%	-375	0.00%

Q1 2025(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 121%	+20K	0.00%
Chuck AkreTier 1 Akre Capital Management	Reduce 21.00%	-643K	10.90%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 6.00%	-50K	0.30%
Bill Nygren Oakmark Funds	Reduce 60.00%	-5K	0.00%

Q4 2024(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Chuck AkreTier 1 Akre Capital Management	Reduce 8.00%	-284K	12.60%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 61.00%	-1.24M	0.30%
Bill Nygren Oakmark Funds	Reduce 67.00%	-17K	0.00%

Q3 2024(6 moves)

Portfolio manager	Activity	Share change	% portfolio
Dev KantesariaTier 1 Valley Forge Capital	Add 6.00%	+70K	16.90%
Joel GreenblattElite Gotham Asset Management	Add 79.00%	+8K	0.00%
Glenn Greenberg Brave Warrior Advisors	Buy (new)	+471	0.00%
Chuck AkreTier 1 Akre Capital Management	Reduce 20.00%	-858K	13.30%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 15.00%	-369K	0.70%
Bill Nygren Oakmark Funds	Reduce 92.00%	-280K	0.00%

Q2 2024(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Chris HohnTier 1 TCI Fund Management	Add 9.00%	+1.05M	15.40%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 25.00%	-795K	0.80%
Bill Nygren Oakmark Funds	Reduce 60.00%	-461K	0.20%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Insider activity (Form 4)

0 buys · 1 sell from corporate insiders

Net: INSIDER SELLING

Insider	Action	Shares	Value	Date
Robert Fauber CEO 10b5-1 plan.	sell	5,000	$2.40M	Jan 15, 2026

Latest news

Recent headlines for MCO — context for the moves above.

Who’s betting biggest on MCO

Financials sector →→ Ranks #15 of 83 tracked bets

Each bar is one manager’s position size in MCO as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Dev KantesariaT1

22.4%

“Top position. 15+ year hold. Credit rating duopoly.”

Glenn Greenberg

14.2%

“Credit rating duopoly. Held since 2012.”

Chuck AkreT1

13.4%

“Credit rating duopoly.”

Chris HohnT1

9.4%

“Credit rating duopoly.”

William von Mueffling

6.4%

“Credit rating duopoly.”

François RochonT1

5.5%

“Credit rating duopoly.”

Warren BuffettT1

4.4%

“Duopoly credit-rating franchise. Held since 2000.”

AI thesis

An AI-synthesised investment thesis for MCO, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis

Claude Haiku synthesis of BUY positioning from 7 institutional filers

Generate a 2-paragraph investment thesis synthesising 7 institutional holdings and the +9 conviction score.

Related smart-money signals

Derived from the same 13F filings

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Same owners hold these

Tickers owned by ≥2 of MCO's holders

Full overlap matrix →

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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.