Skip to main content

Moodys Corp

MCO
Exchange
NYSE
Industry
Services-Consumer Credit Reporting, Collection Agencies
SEC CIK
0001059556

In the last 90 days, Moodys Corp insiders filed 0 open-market purchases and 2 sales; 1,415 institutions reported holding it in 13F filings for Q2 2026, worth $71.7B in total; 8 superinvestors hold it, including Berkshire Hathaway and TCI Fund Management.

13F holders, Q1 2021

Institutional positions in Moodys Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
923
No complete 13F data for Q4 2020
Shares held
170.3M
No complete 13F data for Q4 2020
Total value
$50.8B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 923 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ1 2021: $50.8B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Moodys Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MCO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.39$120.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$1.00K0.00%––
Solstein Capital, LLC3$1.00K0.00%––
Savior LLC4$1.00K0.00%––
Bellevue Asset Management, LLC4$1.00K0.00%––
Standard Family Office LLC4$1.00K0.00%––
Concord Wealth Partners3$1.00K0.00%––
Global Financial Private Client, LLC4$1.23K0.00%––
Gradient Investments LLC5$2.00K0.00%––
Column Capital Advisors, LLC6$2.00K0.00%––
MV Capital Management, Inc.6$2.00K0.00%––
Old North State Trust, LLC6$2.00K0.00%––
Aspire Private Capital, LLC8$2.00K0.00%––
Lenox Wealth Advisors, LLC9$3.00K0.00%––
Private Ocean, LLC9$3.00K0.00%––
NEXT Financial Group, Inc9$3.00K0.00%––
MPS Loria Financial Planners, LLC13$3.00K0.00%––
Larson Financial Group LLC10$3.00K0.00%––
Arkadios Wealth Advisors12$3.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.15$4.00K0.00%––
FormulaFolio Investments, LLC13$4.00K0.00%––
Plante Moran Financial Advisors, LLC17$5.00K0.00%––
Northwest Investment Counselors, LLC16$5.00K0.00%––
Tarbox Family Office, Inc.16$5.00K0.00%––
Crewe Advisors LLC16$5.00K0.00%––
Investors Research Corp18$5.00K0.00%––
Prestige Wealth Management Group LLC19$5.00K0.00%––
Meridian Wealth Partners, LLC17$5.00K0.00%––
Kelly Financial Services LLC21$6.29K0.00%––
Smith Asset Management Group LP25$7.00K0.00%––
Legacy Bridge, LLC25$7.00K0.00%––
Versant Capital Management, Inc25$7.00K0.00%––
Raffa Wealth Management, LLC28$8.36K0.00%––
Hudock, Inc.32$9.00K0.00%––
Financial Management Professionals, Inc.31$9.00K0.00%––
SOA Wealth Advisors, LLC.33$9.00K0.00%––
Global Retirement Partners, LLC32$10.0K0.00%––
Sutton Wealth Advisors Inc.39$11.6K0.00%––
Oakworth Capital, Inc.45$13.0K0.00%––
Asset Dedication, LLC47$14.0K0.00%––
Evolution Wealth Advisors, LLC47$14.0K0.00%––
Arlington Partners LLC51$15.0K0.01%––
Corbenic Partners LLC50$15.0K0.00%––
Atlas Private Wealth Management51$15.0K0.01%––
Sterling Investment Advisors, Ltd.54$16.0K0.01%––
Kempen Capital Management N.V.57$17.0K0.00%––
CSat Investment Advisory, L.P.56$17.0K0.01%––
Wealthcare Capital Management LLC58$17.0K0.00%––
IronBridge Private Wealth, LLC56$17.0K0.01%––
BDO Wealth Advisors, LLC60$18.0K0.00%––
Wesleyan Assurance Society60$18.0K0.00%––
Capital Advisory Group Advisory Services, LLC65$19.0K0.01%––
Moisand Fitzgerald Tamayo, LLC67$20.0K0.01%––
Fred Alger Management, LLC72$21.0K0.00%––
Carroll Financial Associates, Inc.73$21.0K0.00%––
HWG Holdings LP69$21.0K0.01%––
Charter Oak Capital Management, LLC70$21.0K0.00%––
Leonteq Securities AG73$21.8K0.00%––
Resolute Partners Group75$22.0K0.00%––
West Paces Advisors Inc.75$22.4K0.01%––
Enterprise Financial Services Corp76$23.0K0.00%––
Earnest Partners LLC78$23.0K0.00%––
Farmers & Merchants Investments Inc85$25.0K0.00%––
Loomis Sayles & Co L P86$26.0K0.00%––
Sugarloaf Wealth Management, LLC87$26.0K0.01%––
Jones Financial Companies LLLP90$27.0K0.00%––
Kings Point Capital Management91$27.0K0.00%––
Sun Life Financial INC95$28.0K0.00%––
Jacobi Capital Management LLC96$29.0K0.00%––
GPS Wealth Strategies Group, LLC101$30.0K0.01%––
Certified Advisory Corp117$35.0K0.01%––
Allred Capital Management, LLC119$35.5K0.02%––
Gemmer Asset Management LLC120$36.0K0.01%––
Glassman Wealth Services132$39.0K0.01%––
Wealthcare Advisory Partners LLC136$41.0K0.00%––
First Horizon Advisors, Inc.148$44.0K0.00%––
Atlas Capital Advisors LLC156$46.6K0.01%––
Silvant Capital Management LLC157$47.0K0.01%––
Barrett Asset Management, LLC160$48.0K0.00%––
Parkside Financial Bank & Trust166$49.0K0.01%––
Private Capital Group, LLC163$49.0K0.01%––
Jackson, Grant Investment Advisers, Inc.169$50.0K0.02%––
Rockbridge Investment Management, LCC180$54.0K0.01%––
Lloyd Advisory Services, LLC.189$57.0K0.03%––
M&R Capital Management Inc200$59.0K0.01%––
American National Bank197$59.0K0.01%––
Benjamin F. Edwards & Company, Inc.200$60.0K0.00%––
Hilton Capital Management, LLC200$60.0K0.01%––
Bedel Financial Consulting, Inc.200$60.0K0.02%––
CVA Family Office, LLC200$60.0K0.02%––
Harbor Investment Advisory, LLC205$61.0K0.01%––
Newfound Research LLC226$67.0K0.16%––
Wolverine Asset Management LLC228$68.0K0.00%––
Sowell Financial Services LLC205$68.0K0.00%––
Harvest Fund Management Co., Ltd230$68.0K0.01%––
Carolinas Wealth Consulting LLC231$69.0K0.02%––
North Star Investment Management Corp.240$72.0K0.01%––
Green Harvest Asset Management LLC235$72.0K0.02%––
Perennial Advisors, LLC245$73.0K0.02%––
TFC Financial Management243$73.0K0.03%––