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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
Wilbanks Smith & Thomas Asset Management LLC874$261.0K0.01%––
Axiom Financial Strategies, LLC884$264.0K0.13%––
D.A. Davidson & Co.891$266.0K0.00%––
Dorsey & Whitney Trust CO LLC890$266.0K0.03%––
Occudo Quantitative Strategies LP891$266.0K0.06%––
Regentatlantic Capital LLC893$267.0K0.01%––
626 Financial, LLC800$270.0K0.17%––
Coldstream Capital Management Inc908$271.0K0.02%––
Regent Investment Management LLC918$274.0K0.07%––
Doyle Wealth Management918$274.0K0.03%––
Legacy Capital Wealth Partners, LLC925$276.0K0.11%––
Charter Trust Co925$277.0K0.03%––
Cedar Brook Financial Partners, LLC928$277.0K0.10%––
4J Wealth Management LLC931$278.0K0.26%––
Veritas Investment Management (UK) Ltd945$282.0K0.05%––
Pettee Investors, Inc.946$282.0K0.14%––
Twin Lakes Capital Management, LLC946$282.0K0.17%––
Baxter Bros Inc949$283.0K0.05%––
Avenir Corp955$285.0K0.02%––
Pitcairn Co960$287.0K0.02%––
Roanoke Asset Management Corp966$288.0K0.13%––
FineMark National Bank & Trust965$288.0K0.01%––
WSFS Capital Management, LLC968$289.0K0.14%––
Trillium Asset Management, LLC972$290.0K0.01%––
Fulcrum Asset Management LLP–$291.0K0.19%––
RFG Advisory, LLC974$291.0K0.03%––
Cozad Asset Management Inc980$293.0K0.05%––
Lombard Odier Asset Management (Switzerland) SA989$295.0K0.02%––
Citizens Financial Group Inc1,000$299.0K0.02%––
Beese Fulmer Investment Management, Inc.1,000$299.0K0.04%––
Kanawha Capital Management LLC1,002$299.0K0.03%––
Tocqueville Asset Management L.P.1,010$302.0K0.00%––
CWM, LLC838$304.0K0.00%––
Trustmark National Bank Trust Department1,020$305.0K0.03%––
Logan Capital Management Inc1,023$305.0K0.02%––
CAPROCK Group, Inc.1,027$307.0K0.03%––
Cornerstone Advisory, LLC1,033$308.0K0.06%––
Flagship Harbor Advisors, LLC1,038$310.0K0.04%––
AlphaCrest Capital Management LLC1,041$311.0K0.02%––
Checchi Capital Advisers, LLC1,045$312.0K0.04%––
Shelton Capital Management1,054$315.0K0.01%––
Credential Qtrade Securities Inc.1,065$318.0K0.03%––
Broadleaf Partners, LLC1,070$320.0K0.12%––
Hutner Capital Management Inc1,075$321.0K0.21%––
KG&L Capital Management,LLC1,084$324.0K0.16%––
Moody National Bank Trust Division1,088$325.0K0.01%––
Intact Investment Management Inc.1,100$328.0K0.01%––
Gateway Investment Advisers LLC1,103$329.0K0.00%––
BI Asset Management Fondsmaeglerselskab A/S1,102$329.0K0.01%––
Jag Capital Management, LLC1,120$334.0K0.03%––
Wealthsource Partners, LLC1,121$335.0K0.03%––
People's United Financial, Inc.1,124$336.0K0.01%––
Rockefeller Capital Management L.P.1,129$336.0K0.00%––
MACRO Consulting Group1,150$343.0K0.19%––
Value Partners Investments Inc.1,154$344.0K0.03%––
Proficio Capital Partners LLC1,170$349.0K0.05%––
Sustainable Insight Capital Management, LLC1,173$350.0K0.23%––
Trust Co of Vermont1,174$351.0K0.03%––
Dash Acquisitions Inc.1,176$351.0K0.23%––
Penobscot Investment Management Company, Inc.1,180$352.0K0.06%––
Fayez Sarofim & Co1,182$353.0K0.00%––
Triangle Securities Wealth Management1,195$357.0K0.13%––
Abacus Planning Group, Inc.1,197$357.0K0.11%––
Jump Financial, LLC1,195$357.0K0.03%––
Webster Bank, N. A.1,200$358.0K0.04%––
Nachman Norwood & Parrott, Inc1,200$358.0K0.04%––
Cerity Partners LLC1,211$362.0K0.01%––
Cetera Advisor Networks LLC1,214$363.0K0.01%––
Veritas Investment Partners (UK) Ltd.1,220$364.0K0.01%––
Zions Bancorporation, N.A.1,242$371.0K0.04%––
Bellevue Group AG1,250$373.0K0.00%––
Advisors Asset Management, Inc.1,259$375.9K0.01%––
Palisades Hudson Asset Management, L.P.1,258$376.0K0.18%––
Maple Capital Management, Inc.1,286$384.0K0.06%––
Stratos Wealth Advisors, LLC1,295$387.0K0.04%––
Vestmark Advisory Solutions, Inc.1,301$388.0K0.03%––
Meeder Asset Management Inc1,310$391.0K0.02%––
Trust Asset Management LLC1,308$391.0K0.05%––
Gries Financial LLC1,200$395.0K0.13%––
D.B. Root & Company, LLC1,331$397.0K0.16%––
IFP Advisors, Inc1,321$401.0K0.01%––
PEAK6 Investments LLC1,354$404.0K0.01%––
Quadrature Capital Ltd1,358$405.0K0.02%––
Oppenheimer & Co Inc1,363$407.0K0.01%––
Caxton Corp1,362$407.0K0.26%––
Dowling & Yahnke LLC1,366$408.0K0.03%––
BTR Capital Management Inc1,376$411.0K0.06%––
Johnson Investment Counsel Inc1,390$415.0K0.01%––
Boltwood Capital Management1,395$417.0K0.19%––
Sequoia Financial Advisors, LLC1,395$417.0K0.02%––
Argyle Capital Management Inc.1,400$418.0K0.14%––
Sawtooth Solutions, LLC1,404$419.0K0.09%––
Argent Trust Co1,430$427.0K0.03%––
Brave Asset Management Inc1,458$435.0K0.15%––
Choate Investment Advisors1,459$436.0K0.03%––
Federated Hermes, Inc.1,463$437.0K0.00%––
Fulton Breakefield Broenniman LLC1,475$440.0K0.04%––
Sound View Wealth Advisors Group, LLC1,475$440.0K0.10%––
Gofen & Glossberg LLC1,495$446.0K0.01%––
Evercore Wealth Management, LLC1,516$453.0K0.01%––