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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
Roanoke Asset Management Corp966$288.0K0.13%––
FineMark National Bank & Trust965$288.0K0.01%––
Pitcairn Co960$287.0K0.02%––
Avenir Corp955$285.0K0.02%––
Baxter Bros Inc949$283.0K0.05%––
Veritas Investment Management (UK) Ltd945$282.0K0.05%––
Pettee Investors, Inc.946$282.0K0.14%––
Twin Lakes Capital Management, LLC946$282.0K0.17%––
4J Wealth Management LLC931$278.0K0.26%––
Charter Trust Co925$277.0K0.03%––
Cedar Brook Financial Partners, LLC928$277.0K0.10%––
Legacy Capital Wealth Partners, LLC925$276.0K0.11%––
Regent Investment Management LLC918$274.0K0.07%––
Doyle Wealth Management918$274.0K0.03%––
Coldstream Capital Management Inc908$271.0K0.02%––
626 Financial, LLC800$270.0K0.17%––
Regentatlantic Capital LLC893$267.0K0.01%––
D.A. Davidson & Co.891$266.0K0.00%––
Dorsey & Whitney Trust CO LLC890$266.0K0.03%––
Occudo Quantitative Strategies LP891$266.0K0.06%––
Axiom Financial Strategies, LLC884$264.0K0.13%––
Wilbanks Smith & Thomas Asset Management LLC874$261.0K0.01%––
Kestra Private Wealth Services, LLC871$260.0K0.02%––
Twin Tree Management, LP867$259.0K0.01%––
Synovus Financial Corp845$252.0K0.00%––
Carmichael Hill & Associates, Inc.839$251.0K0.15%––
NewEdge Wealth, LLC817$244.0K0.02%––
Baldwin Brothers Inc815$243.0K0.03%––
Sand Hill Global Advisors, LLC810$242.0K0.02%––
Cypress Asset Management Inc810$242.0K0.07%––
Farr Miller & Washington LLC810$242.0K0.02%––
Woodmont Investment Counsel LLC800$239.0K0.04%––
Scotia Capital Inc.797$238.0K0.00%––
Prelude Capital Management, LLC792$236.0K0.02%––
GSB Wealth Management, LLC788$235.0K0.08%––
McLean Asset Management Corp719$235.0K0.19%––
YorkBridge Wealth Partners, LLC783$234.0K0.07%––
Proequities, Inc.770$230.0K0.02%––
Massmutual Trust Co FSB769$230.0K0.01%––
Birch Hill Investment Advisors LLC770$230.0K0.01%––
Valeo Financial Advisors, LLC768$229.0K0.01%––
Usca Ria LLC762$228.0K0.01%––
Lincoln National Corp759$227.0K0.01%––
Williams Jones Wealth Management, LLC.757$226.0K0.00%––
FourThought Financial, LLC760$226.0K0.03%––
First Horizon Corp755$225.0K0.02%––
Collective Family Office LLC754$225.0K0.11%––
Wedbush Securities Inc739$221.0K0.01%––
Seeyond741$221.0K0.02%––
Coastal Investment Advisors, Inc.739$221.0K0.06%––
American Portfolios Advisors733$219.0K0.01%––
Associated Banc-Corp1,020$216.0K0.01%––
Investment House LLC720$215.0K0.02%––
Intersect Capital LLC720$215.0K0.04%––
Baker Tilly Wealth Management, LLC719$215.0K0.04%––
First American Trust, FSB715$214.0K0.03%––
Abbrea Capital, LLC716$214.0K0.04%––
Mayfair Advisory Group, LLC700$214.0K0.38%––
Carnegie Capital Asset Management, LLC711$212.0K0.01%––
Howe & Rusling Inc706$211.0K0.03%––
Magnetar Financial LLC699$209.0K0.00%––
Two Sigma Advisers, LP700$209.0K0.00%––
Calamos Wealth Management LLC697$208.0K0.02%––
Wechter Feldman Wealth Management, Inc.696$208.0K0.15%––
Simmons Bank694$207.0K0.02%––
New York Life Investments Alternatives693$207.0K0.14%––
Guyasuta Investment Advisors Inc686$205.0K0.02%––
TCG Advisory Services, LLC688$205.0K0.06%––
Verdence Capital Advisors LLC683$204.0K0.03%––
Gitterman Wealth Management, LLC684$204.0K0.13%––
Pinnacle Wealth Planning Services, Inc.679$203.0K0.05%––
Affinity Wealth Management LLC621$202.0K0.04%––
Putnam Investments LLC678$202.0K0.00%––
Clifford Swan Investment Counsel LLC674$201.0K0.01%––
San Francisco Sentry Investment Group (Ca)663$198.0K0.08%––
Caldwell Trust Co660$197.1K0.03%––
Alpha Paradigm Partners, LLC657$196.0K0.08%––
Spire Wealth Management639$193.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich635$190.0K0.00%––
FinTrust Capital Advisors, LLC634$189.0K0.05%––
Estabrook Capital Management600$179.2K0.03%––
Riverview Trust Co597$178.0K0.20%––
Harbour Investments, Inc.587$175.0K0.01%––
Quadrant Capital Group LLC570$170.0K0.03%––
Exchange Traded Concepts, LLC543$162.0K0.01%––
Fieldpoint Private Securities, LLC525$157.0K0.04%––
KB Financial Partners, LLC483$144.0K0.06%––
Ellevest, Inc.470$140.0K0.02%––
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna458$136.8K0.04%––
Fukoku Mutual Life Insurance Co450$134.0K0.01%––
First Mercantile Trust Co444$133.0K0.02%––
Migdal Insurance & Financial Holdings Ltd.441$132.0K0.00%––
TD Ameritrade Investment Management, LLC453$131.0K0.00%––
Berman Capital Advisors, LLC440$131.0K0.03%––
Covington Capital Management429$128.0K0.01%––
MCF Advisors LLC416$124.0K0.01%––
Manchester Capital Management LLC413$123.0K0.02%––
Penserra Capital Management LLC409$122.0K0.00%––
True Link Financial Advisors, LLC–$122.0K0.02%––
C M Bidwell & Associates Ltd400$119.0K0.09%––