Moodys Corp

MCO

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

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $50.8B

Institutions holding MCO and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,415	$71.7B
Q1 2026	1,387	$70.1B
Q4 2025	1,425	$83.1B
Q3 2025	1,337	$77.0B
Q2 2025	1,347	$82.9B
Q1 2025	1,315	$77.5B
Q4 2024	1,303	$78.2B
Q3 2024	1,209	$77.7B
Q2 2024	1,161	$70.2B
Q1 2024	1,133	$65.4B
Q4 2023	1,104	$65.9B
Q3 2023	1,036	$53.3B
Q2 2023	1,025	$58.3B
Q1 2023	966	$52.0B
Q4 2022	966	$47.4B
Q3 2022	937	$40.9B
Q2 2022	954	$46.0B
Q1 2022	1,023	$57.3B
Q4 2021	1,059	$66.2B
Q3 2021	976	$60.2B
Q2 2021	943	$62.0B
Q1 2021	923	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Telemus Capital, LLC	2,957	$919.0K	0.06%	–	–
Caisse de Depot Et Placement du Quebec	3,100	$926.0K	0.00%	–	–
Ironwood Investment Counsel, LLC	3,109	$928.0K	0.27%	–	–
Ferris Capital, LLC	3,110	$929.0K	0.23%	–	–
Athanor Capital, LP	3,117	$931.0K	0.04%	–	–
Steward Partners Investment Advisory, LLC	3,139	$937.3K	0.02%	–	–
Live Oak Private Wealth LLC	3,161	$944.0K	0.23%	–	–
Change Path, LLC	3,175	$948.0K	0.07%	–	–
Paloma Partners Management Co	3,181	$949.0K	0.03%	–	–
Exencial Wealth Advisors, LLC	3,200	$956.0K	0.06%	–	–
Greenleaf Trust	3,208	$958.0K	0.01%	–	–
HM Payson & Co	3,249	$970.0K	0.03%	–	–
Brave Warrior Advisors, LLC	3,279	$979.0K	0.03%	–	–
Asset Management Group, Inc.	3,364	$1.00M	0.22%	–	–
Everence Capital Management Inc	3,375	$1.01M	0.09%	–	–
Hills Bank & Trust Co	3,393	$1.01M	0.16%	–	–
Signaturefd, LLC	3,406	$1.02M	0.04%	–	–
Roundview Capital LLC	3,422	$1.02M	0.13%	–	–
Beacon Investment Advisory Services, Inc.	3,430	$1.02M	0.04%	–	–
Aigen Investment Management, LP	3,429	$1.02M	0.14%	–	–
Anchor Investment Management, LLC	3,430	$1.02M	0.16%	–	–
Naples Global Advisors, LLC	3,447	$1.03M	0.16%	–	–
AdvisorShares Investments LLC	3,474	$1.04M	0.13%	–	–
Human Investing LLC	3,499	$1.04M	0.27%	–	–
FORA Capital, LLC	3,502	$1.05M	0.34%	–	–
Mercer Global Advisors Inc	3,525	$1.05M	0.01%	–	–
Bank Pictet & Cie (Asia) Ltd	3,563	$1.06M	0.33%	–	–
Ropes Wealth Advisors LLC	3,255	$1.07M	0.19%	–	–
Claar Advisors LLC	3,600	$1.07M	0.37%	–	–
Aft, Forsyth & Sober, LLC	7,850	$1.09M	0.45%	–	–
Avestar Capital, LLC	3,407	$1.09M	0.24%	–	–
Whittier Trust Co of Nevada Inc	3,673	$1.10M	0.05%	–	–
Lido Advisors, LLC	3,675	$1.10M	0.03%	–	–
Boothbay Fund Management, LLC	3,700	$1.10M	0.06%	–	–
Long Road Investment Counsel, LLC	3,700	$1.10M	0.50%	–	–
Exchange Capital Management, Inc.	3,708	$1.11M	0.23%	–	–
Vestcor Inc	3,737	$1.12M	0.04%	–	–
Cumberland Partners Ltd	3,750	$1.12M	0.09%	–	–
Twin Capital Management Inc	3,760	$1.12M	0.11%	–	–
Essex Savings Bank	4,134	$1.14M	0.50%	–	–
Teza Capital Management LLC	3,852	$1.15M	0.23%	–	–
Pathstone Family Office, LLC	3,864	$1.15M	0.04%	–	–
Cetera Investment Advisers	3,868	$1.16M	0.02%	–	–
Parallax Volatility Advisers, L.P.	3,889	$1.16M	0.01%	–	–
Okabena Investment Services Inc	3,892	$1.16M	0.63%	–	–
Ethic Inc.	3,902	$1.17M	0.21%	–	–
Ballentine Partners, LLC	3,935	$1.18M	0.04%	–	–
Van Strum & Towne Inc.	4,000	$1.19M	0.60%	–	–
Castellan Group, LLC	4,018	$1.20M	0.64%	–	–
World Asset Management Inc	3,716	$1.21M	0.11%	–	–
Redmond Asset Management, LLC	4,083	$1.22M	0.38%	–	–
Northwestern Mutual Wealth Management Co	4,099	$1.22M	0.00%	–	–
Gotham Asset Management, LLC	4,137	$1.24M	0.06%	–	–
Achmea Investment Management B.V.	4,139	$1.24M	0.04%	–	–
Clark Capital Management Group, Inc.	4,173	$1.25M	0.02%	–	–
Sandy Spring Bank	4,189	$1.25M	0.07%	–	–
Motley Fool Asset Management LLC	4,198	$1.25M	0.09%	–	–
Hexavest Inc.	4,255	$1.27M	0.06%	–	–
Quest Investment Management LLC	4,276	$1.28M	0.12%	–	–
Edmond de Rothschild Holding S.A.	4,295	$1.28M	0.04%	–	–
Haverford Financial Services, Inc.	4,310	$1.29M	0.34%	–	–
Inverness Counsel LLC	4,330	$1.29M	0.05%	–	–
Regency Capital Management Inc.	4,339	$1.30M	1.36%	–	–
Captrust Financial Advisors	4,360	$1.30M	0.01%	–	–
TrimTabs Asset Management, LLC	4,340	$1.32M	0.67%	–	–
Wetherby Asset Management Inc	4,437	$1.32M	0.10%	–	–
CIBC World Markets Inc.	4,465	$1.33M	0.00%	–	–
Kentucky Retirement Systems Insurance Trust Fund	4,491	$1.34M	0.14%	–	–
Veritable, L.P.	4,540	$1.36M	0.02%	–	–
Rossmore Private Capital	4,600	$1.37M	0.26%	–	–
Bryn Mawr Trust Co	4,623	$1.38M	0.06%	–	–
Capital Planning Advisors, LLC	4,663	$1.39M	0.31%	–	–
Marshall Financial Group LLC	4,677	$1.40M	0.83%	–	–
Kinneret Advisory, LLC	4,747	$1.42M	0.18%	–	–
Ingalls & Snyder LLC	4,886	$1.46M	0.07%	–	–
Redpoint Investment Management Pty Ltd	4,901	$1.46M	0.12%	–	–
Blue Fin Capital, Inc.	4,944	$1.48M	0.51%	–	–
Private Advisor Group, LLC	4,950	$1.48M	0.01%	–	–
Norinchukin Bank, The	4,982	$1.49M	0.02%	–	–
Wealthspire Advisors, LLC	4,998	$1.49M	0.04%	–	–
Glenview Trust Co	5,000	$1.49M	0.06%	–	–
Cypress Capital Group	5,013	$1.50M	0.21%	–	–
Huntington National Bank	5,188	$1.55M	0.02%	–	–
NorthCoast Asset Management LLC	5,200	$1.55M	0.06%	–	–
SRN Advisors, LLC	5,242	$1.57M	0.56%	–	–
Smith, Salley & Associates	5,274	$1.57M	0.14%	–	–
Banque Cantonale Vaudoise	5,280	$1.58M	0.08%	–	–
Advisor Partners LLC	5,317	$1.59M	0.11%	–	–
SRB Corp	5,352	$1.60M	0.11%	–	–
Budros, Ruhlin & Roe, Inc.	5,423	$1.62M	0.19%	–	–
Westbourne Investment Advisors, Inc.	5,424	$1.62M	0.81%	–	–
Impax Asset Management Group plc	5,424	$1.62M	0.01%	–	–
Panagora Asset Management Inc	5,446	$1.63M	0.01%	–	–
IBM Retirement Fund	5,495	$1.64M	0.12%	–	–
BP PLC	5,547	$1.65M	0.06%	–	–
Arete Wealth Advisors, LLC	5,554	$1.66M	0.21%	–	–
Cloverfields Capital Group, LP	5,552	$1.66M	0.54%	–	–
Fortem Financial Group, LLC	5,557	$1.66M	0.96%	–	–
Lee Capital Holdings LLC	5,610	$1.68M	0.77%	–	–
Saturna Capital CORP	5,689	$1.70M	0.04%	–	–