MCO vs GOOGL
Moody's Corp · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 14 tracked superinvestors, 2 hold both MCO and GOOGL (14% of the combined holder base), led by Chris Hohn (9.4% MCO · 14.6% GOOGL). MCO appears in 7 tracked portfolios; GOOGL in 9, so GOOGL is the more widely held of the two among tracked managers.
MCO is a Financials holding while GOOGL sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, MCO’s ConvictionScore reads +16 (slight accumulation) against GOOGL’s −26 (slight selling); MCO shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 0 size MCO larger and 2 size GOOGL larger — a lean toward GOOGL. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds MCO only, who holds GOOGL only, and who holds both.
Of 2 shared managers, 0 weight MCO heavier and 2 weight GOOGL heavier.
- Dev Kantesaria22.4%
- Glenn Greenberg14.2%
- Chuck Akre13.4%
- William von Mueffling6.4%
- Warren Buffett4.4%
- Chris Hohn9.4 / 14.6%
- François Rochon5.5 / 8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- David Tepper7.8%
- John Armitage6.8%
- Bill Nygren4.9%
- Lee Ainslie4.2%
- Joel Greenblatt3.0%
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: MCO or GOOGL?
MCO (Moody's Corp) is held by 7 tracked superinvestors; GOOGL (Alphabet) is held by 9. GOOGL has 2 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MCO and GOOGL?
2 tracked superinvestors hold both MCO and GOOGL based on the latest SEC 13F filings. Largest dual-holder: Chris Hohn (9.4% MCO · 14.6% GOOGL). Full overlap table below.
What is the overlap between MCO and GOOGL institutional ownership?
Across 14 unique tracked holders: 5 hold only MCO (36%), 2 hold both (14%), 7 hold only GOOGL (50%). The full Venn split + per-manager position % is on this page.
Among managers holding both MCO and GOOGL, which do they prefer?
Of 2 managers holding both, 0 weight MCO higher and 2 weight GOOGL higher in their portfolios. GOOGL is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.