MCO · Moodys Corp · Held by Funds
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Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Fund Ownership of MCO by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 15.89% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 3.88% | 6,683,151 |
| Index ETFs | 12.01% | 20,706,319 |
| Active ETFs | 0.40% | 684,390 |
| Active funds | 5.50% | 9,490,516 |
| Unclassified | 1.65% | 2,839,411 |
| All registered funds | 23.44% | 40,403,787 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding MCO
845 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 4,714,241 | $2,135,174,034 | 0.09% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 3,892,612 | $1,763,041,827 | 0.11% | Long | 2026-06-30 | |
| Akre Focus Fund | — | 1,930,500 | $995,616,765 | 7.98% | Long | 2025-07-31 | |
| Fidelity 500 Index Fund | FXAIX | 1,950,277 | $984,187,785 | 0.11% | Long | 2026-08-31 | |
| iShares Core S&P 500 ETF | IVV | 2,066,187 | $935,817,416 | 0.11% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 1,820,792 | $824,673,113 | 0.11% | Long | 2026-06-30 | |
| VANGUARD GROWTH INDEX FUND | — | 1,690,259 | $765,552,106 | 0.20% | Long | 2026-06-30 | |
| Fidelity Contrafund | — | 1,190,555 | $539,226,171 | 0.30% | Long | 2026-06-30 | |
| Fidelity Magellan Fund | — | 1,053,279 | $477,051,125 | 1.26% | Long | 2026-06-30 | |
| State Street(R) Financial Select Sector SPDR(R) ETF | XLF | 1,016,285 | $460,295,802 | 0.90% | Long | 2026-06-30 | |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | — | 850,062 | $406,652,660 | 0.31% | Long | 2026-07-31 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 815,616 | $369,408,799 | 0.11% | Long | 2026-06-30 | |
| Akre Focus ETF | AKRE | 761,198 | $364,141,899 | 6.94% | Long | 2026-07-31 | |
| MidCap Fund | — | 689,454 | $329,821,005 | 1.43% | Long | 2026-07-31 | |
| Fidelity SAI U.S. Quality Index Fund | FUQIX | 531,513 | $254,265,189 | 0.71% | Long | 2026-07-31 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | FCTDX | 470,701 | $237,534,553 | 0.09% | Long | 2026-08-31 | |
| MFS Massachusetts Investors Growth Stock Fund | — | 440,631 | $222,360,028 | 2.60% | Long | 2026-08-31 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 413,856 | $197,980,433 | 0.21% | Long | 2026-07-31 | |
| Invesco S&P 500 Quality ETF | SPHQ | 392,898 | $187,954,545 | 0.97% | Long | 2026-07-31 | |
| Schwab U.S. Large-Cap Growth ETF | SCHG | 364,767 | $184,076,019 | 0.29% | Long | 2026-08-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 358,115 | $162,197,446 | 0.11% | Long | 2026-06-30 | |
| Schwab S&P 500 Index Fund | SWPPX | 334,997 | $160,255,865 | 0.11% | Long | 2026-07-31 | |
| T. Rowe Price All-Cap Opportunities Fund | — | 341,360 | $154,608,771 | 1.06% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 286,855 | $144,758,507 | 0.10% | Long | 2026-08-31 | |
| iShares MSCI USA Quality Factor ETF | QUAL | 298,966 | $143,019,355 | 0.31% | Long | 2026-07-31 | |
| VANGUARD MEGA CAP GROWTH INDEX FUND | — | 291,712 | $132,122,199 | 0.40% | Long | 2026-06-30 | |
| VANGUARD FINANCIALS INDEX FUND | — | 244,070 | $123,167,485 | 0.83% | Long | 2026-08-31 | |
| iShares Russell 1000 Growth ETF | IWF | 265,277 | $120,149,259 | 0.09% | Long | 2026-06-30 | |
| Fidelity Series Total Market Index Fund | FCFMX | 234,213 | $118,193,248 | 0.10% | Long | 2026-08-31 | |
| Fidelity Contrafund K6 | FLCNX | 250,523 | $113,466,877 | 0.30% | Long | 2026-06-30 | |
| Blue Chip Fund | — | 198,313 | $100,076,672 | 1.42% | Long | 2026-08-31 | |
| Fidelity Balanced Fund | — | 175,523 | $88,575,927 | 0.13% | Long | 2026-08-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 193,487 | $87,634,132 | 0.09% | Long | 2026-06-30 | |
| T. Rowe Price Blue Chip Growth Fund, Inc. | — | 181,119 | $82,032,417 | 0.13% | Long | 2026-06-30 | |
| iShares Russell 1000 Value ETF | IWD | 180,488 | $81,746,625 | 0.10% | Long | 2026-06-30 | |
| Schwab U.S. Large-Cap ETF | SCHX | 160,398 | $80,943,247 | 0.11% | Long | 2026-08-31 | |
| VANGUARD LARGE-CAP INDEX FUND | — | 173,429 | $78,549,463 | 0.11% | Long | 2026-06-30 | |
| Bridge Builder Large Cap Growth Fund | BBGLX | 159,117 | $72,067,272 | 0.24% | Long | 2026-06-30 | |
| iShares S&P 500 Growth ETF | IVW | 152,244 | $68,954,352 | 0.09% | Long | 2026-06-30 | |
| SIMT Tax-Managed Large Cap Fund | — | 143,750 | $65,107,250 | 1.43% | Long | 2026-06-30 | |
| Dimensional US High Profitability ETF | DUHP | 130,786 | $62,565,407 | 0.51% | Long | 2026-07-31 | |
| S&P 500 Index Master Portfolio | — | 137,459 | $62,257,930 | 0.10% | Long | 2026-06-30 | |
| iShares Core Dividend Growth ETF | DGRO | 129,311 | $61,859,796 | 0.14% | Long | 2026-07-31 | |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF | IAI | 135,389 | $61,320,386 | 4.60% | Long | 2026-06-30 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | — | 127,955 | $61,211,113 | 0.06% | Long | 2026-07-31 | |
| Nuveen Equity Index Fund | — | 124,074 | $59,354,520 | 0.10% | Long | 2026-07-31 | |
| Massachusetts Investors Trust | — | 128,754 | $58,315,262 | 0.85% | Long | 2026-06-30 | |
| iShares S&P 500 Value ETF | IVE | 128,441 | $58,173,498 | 0.12% | Long | 2026-06-30 | |
| VIP Contrafund Portfolio | — | 126,100 | $57,113,212 | 0.19% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | — | 113,077 | $57,063,177 | 0.11% | Long | 2026-08-31 |