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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
Magellan Asset Management Ltd1,531$457.0K0.00%––
Mark Stevens1,545$461.0K0.05%––
Toroso Investments, LLC1,548$462.0K0.02%––
MAI Capital Management1,549$463.0K0.01%––
RMB Capital Management, LLC1,551$463.0K0.02%––
Davy Global Fund Management Ltd1,573$470.0K0.08%––
Kendall Capital Management1,575$470.0K0.29%––
Livingston Group Asset Management CO (operating as Southport Capital Management)1,576$471.0K0.12%––
Spinnaker Trust1,585$473.0K0.04%––
Veriti Management LLC1,601$478.0K0.13%––
J. W. Coons Advisors, LLC1,600$479.0K0.17%––
Empirical Finance, LLC1,650$479.0K0.08%––
Sentry Investment Management LLC1,612$481.0K0.13%––
Personal Capital Advisors Corp1,614$482.0K0.00%––
Walter & Keenan Financial Consulting Co1,646$492.0K0.17%––
Boston Private Wealth LLC1,652$493.0K0.01%––
Snowden Capital Advisors LLC1,710$510.6K0.03%––
Bank of the West1,710$511.0K0.06%––
Meiji Yasuda Asset Management Co Ltd.1,713$512.0K0.04%––
Blueshift Asset Management, LLC1,760$526.0K0.05%––
Ashfield Capital Partners, LLC1,769$528.0K0.04%––
Horizon Investments, LLC1,802$538.0K0.02%––
Range Financial Group LLC1,813$541.0K0.49%––
O'Shaughnessy Asset Management, LLC1,823$544.0K0.01%––
Reynders McVeigh Capital Management, LLC1,821$544.0K0.04%––
Heartland Bank & Trust Co1,827$546.0K0.50%––
Mission Wealth Management, LP1,843$550.0K0.03%––
Legacy Private Trust Co.1,846$551.0K0.05%––
Tokio Marine Asset Management Co Ltd1,849$552.0K0.06%––
IMS Capital Management1,860$555.0K0.35%––
Castle Rock Wealth Management, LLC1,708$555.0K0.22%––
Parallel Advisors, LLC1,865$557.0K0.03%––
Madden Securities Corp1,865$557.0K0.33%––
Symmetry Partners, LLC1,881$562.0K0.04%––
WMS Partners, LLC1,890$564.0K0.13%––
Dai-Ichi Life Insurance Company, Ltd1,890$564.0K0.01%––
Riversedge Advisors, LLC1,912$571.0K0.24%––
Key Financial Inc1,930$576.0K0.38%––
Curbstone Financial Management Corp1,950$582.0K0.12%––
Fishman Jay A Ltd1,964$586.5K0.08%––
Stonebridge Capital Management Inc2,000$597.0K0.23%––
Highland Capital Management, LLC2,000$597.0K0.04%––
Virginia Retirement Systems Et Al2,000$597.0K0.01%––
Atwood & Palmer Inc2,000$597.0K0.06%––
Dodge & Cox2,013$601.0K0.00%––
Waldron Private Wealth LLC2,026$604.0K0.04%––
Sunflower Bank, N.A.2,037$608.0K0.10%––
HighPoint Advisor Group LLC1,942$610.0K0.07%––
Conning Inc.2,046$611.0K0.02%––
Red Cedar Capital, LLC2,070$618.0K0.41%––
Lumature Wealth Partners, LLC2,088$623.0K0.33%––
Raymond James Trust N.A.2,102$628.0K0.02%––
Clarius Group, LLC2,104$628.0K0.06%––
Old National Bancorp2,111$630.0K0.03%––
Park Avenue Securities LLC2,131$636.0K0.02%––
Ieq Capital, LLC2,134$637.0K0.03%––
Accretive Wealth Partners, LLC2,166$647.0K0.58%––
Heritage Wealth Management, LLC2,201$657.0K0.37%––
Ci Investments Inc.2,219$663.0K0.00%––
Ameritas Investment Partners, Inc.2,227$665.0K0.03%––
Lake Street Advisors Group, LLC2,228$665.0K0.05%––
Brinker Capital Investments, LLC2,229$666.0K0.01%––
Whittier Trust Co2,286$682.0K0.01%––
Brewin Dolphin Ltd2,314$691.0K0.04%––
Assenagon Asset Management S.A.2,313$691.0K0.00%––
LS Investment Advisors, LLC2,322$693.0K0.04%––
Bienville Capital Management, LLC2,327$695.0K0.21%––
Rice Hall James & Associates, LLC2,366$707.0K0.02%––
Smithfield Trust Co2,370$708.0K0.05%––
Meitav Dash Investments Ltd2,380$709.0K0.02%––
PFG Advisors2,425$724.0K0.09%––
Pacific Global Investment Management CO2,458$734.0K0.15%––
Rockland Trust Co2,477$740.0K0.05%––
Livforsakringsbolaget Skandia, Omsesidigt2,522$753.0K0.05%––
JustInvest LLC2,552$762.0K0.12%––
Bartlett & Co. LLC2,559$764.0K0.02%––
Bartlett & Co. Wealth Management LLC2,559$764.0K0.02%––
Washington Trust Co2,570$767.0K0.02%––
Profund Advisors LLC2,567$767.0K0.03%––
Angeles Investment Advisors, LLC2,589$773.0K0.06%––
Rodgers Brothers Inc.2,600$776.0K0.16%––
IndexIQ Advisors LLC2,604$778.0K0.03%––
Capital Analysts, LLC2,617$781.0K0.05%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,627$784.0K0.01%––
QS Investors, LLC2,641$789.0K0.01%––
Altium Wealth Management LLC2,669$797.0K0.06%––
Tuttle Tactical Management2,711$810.0K0.32%––
Keebeck Wealth Management, LLC2,721$812.0K0.13%––
Tdam USA Inc.2,739$818.0K0.05%––
GWM Advisors LLC2,788$832.0K0.02%––
Azzad Asset Management Inc2,794$834.3K0.14%––
Bahl & Gaynor Inc2,866$856.0K0.01%––
Cresset Asset Management, LLC2,878$860.0K0.01%––
Redwood Investment Management, LLC2,904$867.0K0.16%––
Midwest Professional Planners, LTD.3,702$889.0K0.90%––
Weld Capital Management LLC2,983$891.0K0.38%––
Encompass Wealth Advisors, LLC2,700$891.0K0.23%––
National Asset Management, Inc.3,021$903.0K0.03%––
Moloney Securities Asset Management, LLC3,028$904.0K0.18%––
Advisory Services Network, LLC3,040$907.0K0.03%––