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 +14 (slight accumulation) against GOOGL’s −31 (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 positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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