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Funds Holding Moody's Corp

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Moody's Corp, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of MCO →
Funds holding
200
as of 2026-07-31
Reported value
$3.6B
summed across funds
Fund families
80
named trusts
Largest conviction
7.13%
2 above 5% of a fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
NYLIM PineStone U.S. Equity FundNYLIM FUNDS TRUST56.9K sh$27.2M7.13%
Akre Focus ETFProfessionally Managed Portfolios761.2K sh$364.1M6.94%
NYLIM PineStone Global Equity FundNYLIM FUNDS TRUST4.4K sh$2.1M4.73%
VistaShares Target 15 Berkshire Select Income ETFTidal Trust III94.9K sh$45.4M4.59%
MFS Global Growth FundMFS Series Trust VIII38.1K sh$18.2M2.22%
SUMMITRY EQUITY FUNDValued Advisers Trust3.2K sh$1.5M2.06%
FT Vest Growth Strength & Target Income ETFFirst Trust Exchange-Traded Fund IV79 sh$37.8K1.83%
YOKE Core ETFEA Series Trust8.7K sh$4.1M1.77%
NPF Core Equity ETFElevation Series Trust23.8K sh$11.4M1.75%
Congress Large Cap Growth ETFProfessionally Managed Portfolios13.2K sh$6.3M1.71%
CastleArk Large Growth ETFADVISORS' INNER CIRCLE FUND II10.9K sh$5.2M1.63%
iShares U.S. Tech Independence Focused ETFiShares U.S. ETF Trust21.8K sh$10.4M1.56%
Nuveen ESG Large-Cap Growth ETFNuShares ETF Trust85.6K sh$41M1.54%
Eventide Large Cap Growth ETFStrategy Shares725 sh$346.8K1.49%
MidCap FundPrincipal Funds, Inc689.5K sh$329.8M1.43%
Fidelity Magellan ETFFidelity Covington Trust7K sh$3.4M1.37%
Congress Large Cap Growth FundProfessionally Managed Portfolios15.6K sh$7.5M1.29%
Eventide Large Cap Value ETFStrategy Shares384 sh$183.7K1.29%
Crossmark Large Cap Growth ETFCrossmark ETF Trust754 sh$360.7K1.28%
Invesco S&P 500 Equal Weight Financials ETFInvesco Exchange-Traded Fund Trust8.1K sh$3.9M1.27%
MFS Intrinsic Equity FundMFS Series Trust VII125 sh$59.8K1.22%
Fidelity Advisor Financials FundFidelity Advisor Series VII17K sh$8.1M1.20%
Invesco S&P 500 GARP ETFInvesco Exchange-Traded Fund Trust52.5K sh$25.1M1.11%
Frost Growth Equity FundFrost Family of Funds4.9K sh$2.3M1.10%
iShares U.S. Financials ETFiShares Trust101.4K sh$48.5M1.09%
Leadershares Alphafactor US Core Equity ETFTwo Roads Shared Trust2.5K sh$1.2M1.00%
iShares U.S. Financial Services ETFiShares Trust45.1K sh$21.6M0.99%
iShares Morningstar Mid-Cap Growth ETFiShares Trust81.1K sh$38.8M0.99%
Invesco S&P 500 Quality ETFInvesco Exchange-Traded Fund Trust392.9K sh$188M0.97%
U.S. Large Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC87.6K sh$41.9M0.95%
SA MFS Massachusetts Investors Trust PortfolioSUNAMERICA SERIES TRUST11.3K sh$5.4M0.93%
Eventide US Market ETFStrategy Shares3.5K sh$1.7M0.93%
Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST39.6K sh$18.9M0.80%
Fidelity SAI U.S. Quality Index FundFidelity Salem Street Trust531.5K sh$254.3M0.71%
Nuveen ESG Large-Cap ETFNuShares ETF Trust1K sh$492.3K0.70%
Fidelity Quality Factor ETFFidelity Covington Trust19.4K sh$9.3M0.66%
FINANCIALS ULTRASECTOR PROFUNDProFunds131 sh$62.7K0.65%
First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III32.6K sh$15.6M0.62%
Direxion Daily Financial Bull 3X SharesDirexion Shares ETF Trust29.6K sh$14.2M0.60%
Pacer S&P 500 Quality FCF Aristocrats ETFPacer Funds Trust282 sh$134.9K0.52%
U.S. High Relative Profitability PortfolioDFA INVESTMENT DIMENSIONS GROUP INC68K sh$32.5M0.52%
Dimensional US High Profitability ETFDimensional ETF Trust130.8K sh$62.6M0.51%
iShares Morningstar Mid-Cap ETFiShares Trust17.3K sh$8.3M0.50%
Pacer Lunt Large Cap Multi-Factor Alternator ETFPacer Funds Trust2K sh$961.5K0.46%
iShares ESG Optimized MSCI USA ETFiShares Trust31.3K sh$15M0.37%
Lord Abbett Global Equity FundLORD ABBETT SECURITIES TRUST3K sh$1.4M0.36%
American Conservative Values ETFETF Opportunities Trust1.1K sh$545.8K0.36%
JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust61.6K sh$29.4M0.36%
FlexShares ESG & Climate US Large Cap Core Index FundFlexShares Trust825 sh$394.7K0.35%
Virtus Equity & Convertible Income FundVirtus Equity & Convertible Income Fund5.5K sh$2.6M0.33%
Innovator Equity Managed 100 Buffer ETFInnovator ETFs Trust927 sh$443.5K0.32%
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS850.1K sh$406.7M0.31%
iShares MSCI USA Quality Factor ETFiShares Trust299K sh$143M0.31%
Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust5K sh$2.4M0.30%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO3.6K sh$1.7M0.29%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC29.4K sh$14M0.25%
1290 Avantis U.S. Large Cap Growth Fund1290 Funds1.1K sh$525.3K0.25%
Dimensional US Large Cap Vector ETFDimensional ETF Trust2.7K sh$1.3M0.25%
US Vegan Climate ETFETF Series Solutions906 sh$433.4K0.24%
Dimensional US Vector Equity ETFDimensional ETF Trust2.8K sh$1.3M0.24%
Morningstar U.S. Equity FundMorningstar Funds Trust9.5K sh$4.5M0.24%
Green Century Equity FundGREEN CENTURY FUNDS3.9K sh$1.9M0.24%
iShares Morningstar Growth ETFiShares Trust15K sh$7.2M0.23%
Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO58.5K sh$28M0.22%
NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust1.5K sh$720.4K0.22%
Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust25.9K sh$12.4M0.21%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC37.6K sh$18M0.21%
Nuveen Large Cap Responsible Equity FundTIAA-CREF Funds25.9K sh$12.4M0.21%
Fidelity Disciplined Equity FundFidelity Capital Trust10.1K sh$4.8M0.21%
iShares ESG MSCI KLD 400 ETFiShares Trust23.2K sh$11.1M0.21%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust413.9K sh$198M0.21%
Multi-Strategy Income FundRUSSELL INVESTMENT CO1.3K sh$601.8K0.20%
Monopoly ETFStrategy Shares67 sh$32.1K0.20%
iShares MSCI USA Size Factor ETFiShares Trust1.8K sh$837.6K0.20%
Fidelity Series All-Sector Equity FundFidelity Devonshire Trust22.8K sh$10.9M0.19%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC10.4K sh$5M0.19%
iShares U.S. Thematic Rotation Active ETFBlackRock ETF Trust24.7K sh$11.8M0.18%
1290 SmartBeta Equity Fund1290 Funds1.1K sh$514.3K0.18%
Virtus Diversified Income & Convertible FundVirtus Diversified Income & Convertible Fund1K sh$499.9K0.18%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS8 sh$3.8K0.17%
Pacer MSCI World Industry Advantage ETFPacer Funds Trust4 sh$1.9K0.17%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust8.2K sh$3.9M0.17%
Fidelity MSCI North American Subset Index ETFFidelity Covington Trust4.3K sh$2.1M0.17%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC8.7K sh$4.2M0.17%
BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust41 sh$19.6K0.16%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust3.2K sh$1.6M0.15%
iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust3.7K sh$1.8M0.15%
iShares Core Dividend Growth ETFiShares Trust129.3K sh$61.9M0.14%
Wilmington Global Alpha Equities FundWilmington Funds735 sh$351.6K0.14%
Dimensional US Core Equity Market ETFDimensional ETF Trust35.7K sh$17.1M0.14%
Dimensional US Core Equity 1 ETFDimensional ETF Trust9.2K sh$4.4M0.13%
Victory 500 Index FundVictory Portfolios III40.9K sh$19.6M0.13%
LARGE-CAP VALUE PROFUNDProFunds14 sh$6.7K0.13%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST1.9K sh$887.9K0.13%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS3.4K sh$1.6M0.13%
Vox Populi ETFAdvisors Series Trust15 sh$7.2K0.12%
E*TRADE No Fee Large Cap Index FundE Trade Trust341 sh$163.1K0.12%
Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC429 sh$205.2K0.12%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust670 sh$320.5K0.12%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS12 sh$5.7K0.12%
Hartford US Value ETFLattice Strategies Trust121 sh$57.9K0.12%
Invesco MSCI Global Climate 500 ETFInvesco Exchange-Traded Fund Trust II3.8K sh$1.8M0.12%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds10.9K sh$5.2M0.11%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust13.1K sh$6.2M0.11%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS19 sh$9.1K0.11%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust113.5K sh$54.3M0.11%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust848 sh$405.7K0.11%
Fidelity Growth and Income PortfolioFidelity Securities Fund35.1K sh$16.8M0.11%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust20.9K sh$10M0.11%
Nuveen S&P 500 Index FundTIAA-CREF Funds32K sh$15.3M0.11%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC33.5K sh$16M0.11%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust7.6K sh$3.6M0.11%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS7.6K sh$3.6M0.11%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust43.9K sh$21M0.11%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST7.6K sh$3.6M0.11%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST335K sh$160.3M0.11%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.3.1K sh$1.5M0.11%
LargeCap S&P 500 Index FundPrincipal Funds, Inc31K sh$14.8M0.11%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.6.2K sh$3M0.11%
iShares Morningstar U.S. Equity ETFiShares Trust2.9K sh$1.4M0.11%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST4.9K sh$2.4M0.11%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III838 sh$400.9K0.11%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust42.9K sh$20.5M0.11%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS113 sh$54.1K0.11%
E*TRADE No Fee Total Market Index FundE Trade Trust248 sh$118.6K0.11%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS8 sh$3.8K0.11%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS143 sh$68.4K0.11%
Green Century Balanced FundGREEN CENTURY FUNDS821 sh$392.7K0.11%
Wilmington Large-Cap Strategy FundWilmington Funds1.3K sh$641K0.10%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust27.2K sh$13M0.10%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust31.9K sh$15.2M0.10%
Nuveen Large Cap Value Index FundTIAA-CREF Funds29.5K sh$14.1M0.10%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST2.5K sh$1.2M0.10%
iShares Dow Jones U.S. ETFiShares Trust6.4K sh$3.1M0.10%
Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust5.5K sh$2.6M0.10%
Fidelity Large Cap Growth Index FundFidelity Salem Street Trust91.5K sh$43.8M0.10%
Dimensional U.S. Equity Market ETFDimensional ETF Trust45K sh$21.6M0.10%
Schwab 1000 Index FundSCHWAB INVESTMENTS47.7K sh$22.8M0.10%
Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST10.2K sh$4.9M0.10%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust567 sh$271.2K0.10%
Nuveen Large Cap Growth Index FundTIAA-CREF Funds38.7K sh$18.5M0.10%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust3.6K sh$1.7M0.10%
LARGE-CAP GROWTH PROFUNDProFunds35 sh$16.7K0.10%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust81.8K sh$39.1M0.10%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST91.1K sh$43.6M0.10%
iShares Total U.S. Stock Market Index FundBlackRock Funds9.8K sh$4.7M0.10%
Nuveen Equity Index FundTIAA-CREF Funds124.1K sh$59.4M0.10%
Fidelity Series Value Discovery FundFidelity Devonshire Trust36.4K sh$17.4M0.10%
Fidelity Value Discovery FundFidelity Puritan Trust8.6K sh$4.1M0.10%
PGIM Jennison Diversified Growth FundPrudential Investment Portfolios 5897 sh$429.1K0.10%
Fidelity Value Discovery K6 FundFidelity Puritan Trust239 sh$114.3K0.10%
SA Large Cap Growth Index PortfolioSUNAMERICA SERIES TRUST1.5K sh$721.9K0.10%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC83.7K sh$40M0.10%
SA Franklin Systematic U.S. Large Cap Core PortfolioSUNAMERICA SERIES TRUST695 sh$332.5K0.10%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust119 sh$56.9K0.09%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust1K sh$499.9K0.09%
SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST710 sh$339.6K0.09%
Fidelity Large Cap Stock K6 FundFidelity Concord Street Trust329 sh$157.4K0.09%
iShares MSCI Kokusai ETFiShares Trust447 sh$213.8K0.09%
ULTRABULL PROFUNDProFunds323 sh$154.5K0.09%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust11.7K sh$5.6M0.08%
AMT Diversified Equity FundADVISER MANAGED TRUST695 sh$332.5K0.08%
Hartford Multifactor US Equity ETFLattice Strategies Trust1.2K sh$588.4K0.08%
iShares U.S. Industry Rotation Active ETFBlackRock ETF Trust59 sh$28.2K0.08%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust120 sh$57.4K0.08%
JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust55 sh$26.3K0.08%
Fidelity Large Cap Stock FundFidelity Concord Street Trust17.5K sh$8.4M0.08%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust3.6K sh$1.7M0.08%
T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.1.3K sh$625.7K0.07%
iShares MSCI ACWI ETFiShares Trust48.8K sh$23.3M0.07%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC55.4K sh$26.5M0.07%
Domini Impact Equity FundDomini Investment Trust1.6K sh$780.2K0.07%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO4.1K sh$2M0.06%
BULL PROFUNDProFunds71 sh$34K0.06%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS128K sh$61.2M0.06%
Victory Growth & Income FundVictory Portfolios III2.9K sh$1.4M0.06%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST16.7K sh$8M0.06%
Transamerica Large Core ESGTRANSAMERICA FUNDS217 sh$103.8K0.06%
Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust20 sh$9.6K0.06%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust336 sh$160.7K0.06%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust10.4K sh$5M0.05%
iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust1.1K sh$528.1K0.05%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust1.5K sh$704.7K0.05%
Hartford US Quality Growth ETFLattice Strategies Trust45 sh$21.5K0.04%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST657 sh$314.3K0.04%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO228 sh$109.1K0.04%
SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST987 sh$472.2K0.04%
Steward Values Enhanced Large Cap FundSteward Funds Inc182 sh$87.1K0.03%
LargeCap Value Fund IIIPrincipal Funds, Inc1.3K sh$605.2K0.03%
iShares Dynamic Short-Term Active ETFBlackRock ETF Trust103 sh$49.3K0.03%
Catholic Responsible Investments Multi-Style US Equity FundCatholic Responsible Investments Funds371 sh$177.5K0.02%
Sustainable Equity FundRUSSELL INVESTMENT CO136 sh$65.1K0.02%
iShares Global Equity Factor ETFiShares Trust98 sh$46.9K0.02%
LargeCap Growth Fund IPrincipal Funds, Inc2K sh$933.3K0.02%
MFS Global Alternative Strategy FundMFS Series Trust XV69 sh$33K0.02%
Morningstar Multisector Bond FundMorningstar Funds Trust59 sh$28.2K0.02%
Fidelity OTC K6 PortfolioFidelity Securities Fund437 sh$209.1K0.01%
Fidelity OTC PortfolioFidelity Securities Fund2.7K sh$1.3M0.00%
Morningstar Alternatives FundMorningstar Funds Trust16 sh$7.7K0.00%
JPMorgan Research Market Neutral FundJPMorgan Trust I-2K sh-$977.3K-0.27%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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