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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
International Assets Investment Management, LLC2,247$74.0K0.01%––
Center for Financial Planning, Inc.250$75.0K0.02%––
Resources Management Corp266$79.0K0.01%––
Hexagon Capital Partners LLC278$83.0K0.02%––
TCI Wealth Advisors, Inc.289$86.0K0.04%––
Eudaimonia Partners, LLC295$88.0K0.02%––
TD Private Client Wealth LLC296$88.4K0.00%––
Lindbrook Capital, LLC299$89.0K0.02%––
U S Global Investors Inc300$90.0K0.00%––
Salem Investment Counselors Inc303$90.0K0.01%––
Your Advocates Ltd., LLP300$90.0K0.07%––
South State Corp.305$91.0K0.01%––
Geneos Wealth Management Inc.311$101.0K0.00%––
Cascade Investment Advisors, Inc.350$104.5K0.07%––
JNBA Financial Advisors350$105.0K0.02%––
BerganKDV Wealth Management, LLC350$105.0K0.01%––
State of Wyoming362$108.0K0.18%––
Ameritas Investment Company, LLC384$114.7K0.01%––
First Pacific Advisors, LP385$115.0K0.00%––
Ossiam389$116.0K0.00%––
C M Bidwell & Associates Ltd400$119.0K0.09%––
Sonora Investment Management, LLC400$119.0K0.01%––
Allworth Financial LP400$119.0K0.00%––
Penserra Capital Management LLC409$122.0K0.00%––
True Link Financial Advisors, LLC–$122.0K0.02%––
Manchester Capital Management LLC413$123.0K0.02%––
MCF Advisors LLC416$124.0K0.01%––
Covington Capital Management429$128.0K0.01%––
TD Ameritrade Investment Management, LLC453$131.0K0.00%––
Berman Capital Advisors, LLC440$131.0K0.03%––
Migdal Insurance & Financial Holdings Ltd.441$132.0K0.00%––
First Mercantile Trust Co444$133.0K0.02%––
Fukoku Mutual Life Insurance Co450$134.0K0.01%––
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna458$136.8K0.04%––
Ellevest, Inc.470$140.0K0.02%––
KB Financial Partners, LLC483$144.0K0.06%––
Fieldpoint Private Securities, LLC525$157.0K0.04%––
Exchange Traded Concepts, LLC543$162.0K0.01%––
Quadrant Capital Group LLC570$170.0K0.03%––
Harbour Investments, Inc.587$175.0K0.01%––
Riverview Trust Co597$178.0K0.20%––
Estabrook Capital Management600$179.2K0.03%––
FinTrust Capital Advisors, LLC634$189.0K0.05%––
Bank Julius Baer & Co. Ltd, Zurich635$190.0K0.00%––
Spire Wealth Management639$193.0K0.01%––
Alpha Paradigm Partners, LLC657$196.0K0.08%––
Caldwell Trust Co660$197.1K0.03%––
San Francisco Sentry Investment Group (Ca)663$198.0K0.08%––
Clifford Swan Investment Counsel LLC674$201.0K0.01%––
Affinity Wealth Management LLC621$202.0K0.04%––
Putnam Investments LLC678$202.0K0.00%––
Pinnacle Wealth Planning Services, Inc.679$203.0K0.05%––
Verdence Capital Advisors LLC683$204.0K0.03%––
Gitterman Wealth Management, LLC684$204.0K0.13%––
Guyasuta Investment Advisors Inc686$205.0K0.02%––
TCG Advisory Services, LLC688$205.0K0.06%––
Simmons Bank694$207.0K0.02%––
New York Life Investments Alternatives693$207.0K0.14%––
Calamos Wealth Management LLC697$208.0K0.02%––
Wechter Feldman Wealth Management, Inc.696$208.0K0.15%––
Magnetar Financial LLC699$209.0K0.00%––
Two Sigma Advisers, LP700$209.0K0.00%––
Howe & Rusling Inc706$211.0K0.03%––
Carnegie Capital Asset Management, LLC711$212.0K0.01%––
First American Trust, FSB715$214.0K0.03%––
Abbrea Capital, LLC716$214.0K0.04%––
Mayfair Advisory Group, LLC700$214.0K0.38%––
Investment House LLC720$215.0K0.02%––
Intersect Capital LLC720$215.0K0.04%––
Baker Tilly Wealth Management, LLC719$215.0K0.04%––
Associated Banc-Corp1,020$216.0K0.01%––
American Portfolios Advisors733$219.0K0.01%––
Wedbush Securities Inc739$221.0K0.01%––
Seeyond741$221.0K0.02%––
Coastal Investment Advisors, Inc.739$221.0K0.06%––
First Horizon Corp755$225.0K0.02%––
Collective Family Office LLC754$225.0K0.11%––
Williams Jones Wealth Management, LLC.757$226.0K0.00%––
FourThought Financial, LLC760$226.0K0.03%––
Lincoln National Corp759$227.0K0.01%––
Usca Ria LLC762$228.0K0.01%––
Valeo Financial Advisors, LLC768$229.0K0.01%––
Proequities, Inc.770$230.0K0.02%––
Massmutual Trust Co FSB769$230.0K0.01%––
Birch Hill Investment Advisors LLC770$230.0K0.01%––
YorkBridge Wealth Partners, LLC783$234.0K0.07%––
GSB Wealth Management, LLC788$235.0K0.08%––
McLean Asset Management Corp719$235.0K0.19%––
Prelude Capital Management, LLC792$236.0K0.02%––
Scotia Capital Inc.797$238.0K0.00%––
Woodmont Investment Counsel LLC800$239.0K0.04%––
Sand Hill Global Advisors, LLC810$242.0K0.02%––
Cypress Asset Management Inc810$242.0K0.07%––
Farr Miller & Washington LLC810$242.0K0.02%––
Baldwin Brothers Inc815$243.0K0.03%––
NewEdge Wealth, LLC817$244.0K0.02%––
Carmichael Hill & Associates, Inc.839$251.0K0.15%––
Synovus Financial Corp845$252.0K0.00%––
Twin Tree Management, LP867$259.0K0.01%––
Kestra Private Wealth Services, LLC871$260.0K0.02%––