Moody's Shares Sold by Congress Asset Management Co.

Institutional investor lowers stake in credit rating agency

Mar. 24, 2026 at 8:38am

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Congress Asset Management Co. lowered its holdings in Moody's Corporation (NYSE:MCO) by 1.9% during the fourth quarter, according to a recent SEC filing. The fund owned 217,729 shares of the business services provider's stock after selling 4,246 shares during the quarter.

Why it matters

Moody's is a major credit rating agency that provides research, data, and analytics to financial markets. Changes in institutional ownership of Moody's shares can signal shifts in investor sentiment and confidence in the company's performance.

The details

Congress Asset Management Co. sold 4,246 shares of Moody's stock during the fourth quarter, lowering its total holdings to 217,729 shares. This represented about 0.12% of Moody's outstanding shares at the end of the reporting period.

  • The share sale occurred during the fourth quarter of 2026.

The players

Congress Asset Management Co.

An institutional investment management firm that lowered its stake in Moody's Corporation.

Moody's Corporation

A global provider of credit ratings, research, data and analytics that support financial decision-making.

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The takeaway

This transaction reflects a modest reduction in Congress Asset Management's position in Moody's, potentially signaling a shift in the firm's investment strategy or outlook on the credit rating agency's prospects. However, Moody's remains a widely held stock among institutional investors.