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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
Horizon Investments, LLC1,802$538.0K0.02%––
Ashfield Capital Partners, LLC1,769$528.0K0.04%––
Blueshift Asset Management, LLC1,760$526.0K0.05%––
Meiji Yasuda Asset Management Co Ltd.1,713$512.0K0.04%––
Bank of the West1,710$511.0K0.06%––
Snowden Capital Advisors LLC1,710$510.6K0.03%––
Boston Private Wealth LLC1,652$493.0K0.01%––
Walter & Keenan Financial Consulting Co1,646$492.0K0.17%––
Personal Capital Advisors Corp1,614$482.0K0.00%––
Sentry Investment Management LLC1,612$481.0K0.13%––
J. W. Coons Advisors, LLC1,600$479.0K0.17%––
Empirical Finance, LLC1,650$479.0K0.08%––
Veriti Management LLC1,601$478.0K0.13%––
Spinnaker Trust1,585$473.0K0.04%––
Livingston Group Asset Management CO (operating as Southport Capital Management)1,576$471.0K0.12%––
Davy Global Fund Management Ltd1,573$470.0K0.08%––
Kendall Capital Management1,575$470.0K0.29%––
MAI Capital Management1,549$463.0K0.01%––
RMB Capital Management, LLC1,551$463.0K0.02%––
Toroso Investments, LLC1,548$462.0K0.02%––
Mark Stevens1,545$461.0K0.05%––
Magellan Asset Management Ltd1,531$457.0K0.00%––
Evercore Wealth Management, LLC1,516$453.0K0.01%––
Gofen & Glossberg LLC1,495$446.0K0.01%––
Fulton Breakefield Broenniman LLC1,475$440.0K0.04%––
Sound View Wealth Advisors Group, LLC1,475$440.0K0.10%––
Federated Hermes, Inc.1,463$437.0K0.00%––
Choate Investment Advisors1,459$436.0K0.03%––
Brave Asset Management Inc1,458$435.0K0.15%––
Argent Trust Co1,430$427.0K0.03%––
Sawtooth Solutions, LLC1,404$419.0K0.09%––
Argyle Capital Management Inc.1,400$418.0K0.14%––
Boltwood Capital Management1,395$417.0K0.19%––
Sequoia Financial Advisors, LLC1,395$417.0K0.02%––
Johnson Investment Counsel Inc1,390$415.0K0.01%––
BTR Capital Management Inc1,376$411.0K0.06%––
Dowling & Yahnke LLC1,366$408.0K0.03%––
Oppenheimer & Co Inc1,363$407.0K0.01%––
Caxton Corp1,362$407.0K0.26%––
Quadrature Capital Ltd1,358$405.0K0.02%––
PEAK6 Investments LLC1,354$404.0K0.01%––
IFP Advisors, Inc1,321$401.0K0.01%––
D.B. Root & Company, LLC1,331$397.0K0.16%––
Gries Financial LLC1,200$395.0K0.13%––
Meeder Asset Management Inc1,310$391.0K0.02%––
Trust Asset Management LLC1,308$391.0K0.05%––
Vestmark Advisory Solutions, Inc.1,301$388.0K0.03%––
Stratos Wealth Advisors, LLC1,295$387.0K0.04%––
Maple Capital Management, Inc.1,286$384.0K0.06%––
Palisades Hudson Asset Management, L.P.1,258$376.0K0.18%––
Advisors Asset Management, Inc.1,259$375.9K0.01%––
Bellevue Group AG1,250$373.0K0.00%––
Zions Bancorporation, N.A.1,242$371.0K0.04%––
Veritas Investment Partners (UK) Ltd.1,220$364.0K0.01%––
Cetera Advisor Networks LLC1,214$363.0K0.01%––
Cerity Partners LLC1,211$362.0K0.01%––
Webster Bank, N. A.1,200$358.0K0.04%––
Nachman Norwood & Parrott, Inc1,200$358.0K0.04%––
Triangle Securities Wealth Management1,195$357.0K0.13%––
Abacus Planning Group, Inc.1,197$357.0K0.11%––
Jump Financial, LLC1,195$357.0K0.03%––
Fayez Sarofim & Co1,182$353.0K0.00%––
Penobscot Investment Management Company, Inc.1,180$352.0K0.06%––
Trust Co of Vermont1,174$351.0K0.03%––
Dash Acquisitions Inc.1,176$351.0K0.23%––
Sustainable Insight Capital Management, LLC1,173$350.0K0.23%––
Proficio Capital Partners LLC1,170$349.0K0.05%––
Value Partners Investments Inc.1,154$344.0K0.03%––
MACRO Consulting Group1,150$343.0K0.19%––
People's United Financial, Inc.1,124$336.0K0.01%––
Rockefeller Capital Management L.P.1,129$336.0K0.00%––
Wealthsource Partners, LLC1,121$335.0K0.03%––
Jag Capital Management, LLC1,120$334.0K0.03%––
Gateway Investment Advisers LLC1,103$329.0K0.00%––
BI Asset Management Fondsmaeglerselskab A/S1,102$329.0K0.01%––
Intact Investment Management Inc.1,100$328.0K0.01%––
Moody National Bank Trust Division1,088$325.0K0.01%––
KG&L Capital Management,LLC1,084$324.0K0.16%––
Hutner Capital Management Inc1,075$321.0K0.21%––
Broadleaf Partners, LLC1,070$320.0K0.12%––
Credential Qtrade Securities Inc.1,065$318.0K0.03%––
Shelton Capital Management1,054$315.0K0.01%––
Checchi Capital Advisers, LLC1,045$312.0K0.04%––
AlphaCrest Capital Management LLC1,041$311.0K0.02%––
Flagship Harbor Advisors, LLC1,038$310.0K0.04%––
Cornerstone Advisory, LLC1,033$308.0K0.06%––
CAPROCK Group, Inc.1,027$307.0K0.03%––
Trustmark National Bank Trust Department1,020$305.0K0.03%––
Logan Capital Management Inc1,023$305.0K0.02%––
CWM, LLC838$304.0K0.00%––
Tocqueville Asset Management L.P.1,010$302.0K0.00%––
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%––
Lombard Odier Asset Management (Switzerland) SA989$295.0K0.02%––
Cozad Asset Management Inc980$293.0K0.05%––
Fulcrum Asset Management LLP–$291.0K0.19%––
RFG Advisory, LLC974$291.0K0.03%––
Trillium Asset Management, LLC972$290.0K0.01%––
WSFS Capital Management, LLC968$289.0K0.14%––