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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 3 sales; 1,414 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: 1,208 institutionsQ4 2024: 1,302 institutionsQ1 2025: 1,314 institutionsQ2 2025: 1,346 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,424 institutionsQ1 2026: 1,386 institutionsQ2 2026: 1,414 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 20261,414$71.7B
Q1 20261,386$70.1B
Q4 20251,424$83.1B
Q3 20251,337$77.0B
Q2 20251,346$82.9B
Q1 20251,314$77.5B
Q4 20241,302$78.2B
Q3 20241,208$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
Naples Global Advisors, LLC3,447$1.03M0.16%––
Anchor Investment Management, LLC3,430$1.02M0.16%––
Beacon Investment Advisory Services, Inc.3,430$1.02M0.04%––
Aigen Investment Management, LP3,429$1.02M0.14%––
Roundview Capital LLC3,422$1.02M0.13%––
Signaturefd, LLC3,406$1.02M0.04%––
Hills Bank & Trust Co3,393$1.01M0.16%––
Everence Capital Management Inc3,375$1.01M0.09%––
Asset Management Group, Inc.3,364$1.00M0.22%––
Brave Warrior Advisors, LLC3,279$979.0K0.03%––
HM Payson & Co3,249$970.0K0.03%––
Greenleaf Trust3,208$958.0K0.01%––
Exencial Wealth Advisors, LLC3,200$956.0K0.06%––
Paloma Partners Management Co3,181$949.0K0.03%––
Change Path, LLC3,175$948.0K0.07%––
Live Oak Private Wealth LLC3,161$944.0K0.23%––
Steward Partners Investment Advisory, LLC3,139$937.3K0.02%––
Athanor Capital, LP3,117$931.0K0.04%––
Ferris Capital, LLC3,110$929.0K0.23%––
Ironwood Investment Counsel, LLC3,109$928.0K0.27%––
Caisse de Depot Et Placement du Quebec3,100$926.0K0.00%––
Telemus Capital, LLC2,957$919.0K0.06%––
Advisory Services Network, LLC3,040$907.0K0.03%––
Moloney Securities Asset Management, LLC3,028$904.0K0.18%––
National Asset Management, Inc.3,021$903.0K0.03%––
Weld Capital Management LLC2,983$891.0K0.38%––
Encompass Wealth Advisors, LLC2,700$891.0K0.23%––
Midwest Professional Planners, LTD.3,702$889.0K0.90%––
Redwood Investment Management, LLC2,904$867.0K0.16%––
Cresset Asset Management, LLC2,878$860.0K0.01%––
Bahl & Gaynor Inc2,866$856.0K0.01%––
Azzad Asset Management Inc2,794$834.3K0.14%––
GWM Advisors LLC2,788$832.0K0.02%––
Tdam USA Inc.2,739$818.0K0.05%––
Keebeck Wealth Management, LLC2,721$812.0K0.13%––
Tuttle Tactical Management2,711$810.0K0.32%––
Altium Wealth Management LLC2,669$797.0K0.06%––
QS Investors, LLC2,641$789.0K0.01%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,627$784.0K0.01%––
Capital Analysts, LLC2,617$781.0K0.05%––
IndexIQ Advisors LLC2,604$778.0K0.03%––
Rodgers Brothers Inc.2,600$776.0K0.16%––
Angeles Investment Advisors, LLC2,589$773.0K0.06%––
Washington Trust Co2,570$767.0K0.02%––
Profund Advisors LLC2,567$767.0K0.03%––
Bartlett & Co. Wealth Management LLC2,559$764.0K0.02%––
Bartlett & Co. LLC2,559$764.0K0.02%––
JustInvest LLC2,552$762.0K0.12%––
Livforsakringsbolaget Skandia, Omsesidigt2,522$753.0K0.05%––
Rockland Trust Co2,477$740.0K0.05%––
Pacific Global Investment Management CO2,458$734.0K0.15%––
PFG Advisors2,425$724.0K0.09%––
Meitav Dash Investments Ltd2,380$709.0K0.02%––
Smithfield Trust Co2,370$708.0K0.05%––
Rice Hall James & Associates, LLC2,366$707.0K0.02%––
Bienville Capital Management, LLC2,327$695.0K0.21%––
LS Investment Advisors, LLC2,322$693.0K0.04%––
Assenagon Asset Management S.A.2,313$691.0K0.00%––
Brewin Dolphin Ltd2,314$691.0K0.04%––
Whittier Trust Co2,286$682.0K0.01%––
Brinker Capital Investments, LLC2,229$666.0K0.01%––
Ameritas Investment Partners, Inc.2,227$665.0K0.03%––
Lake Street Advisors Group, LLC2,228$665.0K0.05%––
Ci Investments Inc.2,219$663.0K0.00%––
Heritage Wealth Management, LLC2,201$657.0K0.37%––
Accretive Wealth Partners, LLC2,166$647.0K0.58%––
Ieq Capital, LLC2,134$637.0K0.03%––
Park Avenue Securities LLC2,131$636.0K0.02%––
Old National Bancorp2,111$630.0K0.03%––
Raymond James Trust N.A.2,102$628.0K0.02%––
Clarius Group, LLC2,104$628.0K0.06%––
Lumature Wealth Partners, LLC2,088$623.0K0.33%––
Red Cedar Capital, LLC2,070$618.0K0.41%––
Conning Inc.2,046$611.0K0.02%––
HighPoint Advisor Group LLC1,942$610.0K0.07%––
Sunflower Bank, N.A.2,037$608.0K0.10%––
Waldron Private Wealth LLC2,026$604.0K0.04%––
Dodge & Cox2,013$601.0K0.00%––
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%––
Fishman Jay A Ltd1,964$586.5K0.08%––
Curbstone Financial Management Corp1,950$582.0K0.12%––
Key Financial Inc1,930$576.0K0.38%––
Riversedge Advisors, LLC1,912$571.0K0.24%––
WMS Partners, LLC1,890$564.0K0.13%––
Dai-Ichi Life Insurance Company, Ltd1,890$564.0K0.01%––
Symmetry Partners, LLC1,881$562.0K0.04%––
Parallel Advisors, LLC1,865$557.0K0.03%––
Madden Securities Corp1,865$557.0K0.33%––
IMS Capital Management1,860$555.0K0.35%––
Castle Rock Wealth Management, LLC1,708$555.0K0.22%––
Tokio Marine Asset Management Co Ltd1,849$552.0K0.06%––
Legacy Private Trust Co.1,846$551.0K0.05%––
Mission Wealth Management, LP1,843$550.0K0.03%––
Heartland Bank & Trust Co1,827$546.0K0.50%––
O'Shaughnessy Asset Management, LLC1,823$544.0K0.01%––
Reynders McVeigh Capital Management, LLC1,821$544.0K0.04%––
Range Financial Group LLC1,813$541.0K0.49%––