Skip to main content

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
Sonora Investment Management, LLC400$119.0K0.01%––
Allworth Financial LP400$119.0K0.00%––
Ossiam389$116.0K0.00%––
First Pacific Advisors, LP385$115.0K0.00%––
Ameritas Investment Company, LLC384$114.7K0.01%––
State of Wyoming362$108.0K0.18%––
JNBA Financial Advisors350$105.0K0.02%––
BerganKDV Wealth Management, LLC350$105.0K0.01%––
Cascade Investment Advisors, Inc.350$104.5K0.07%––
Geneos Wealth Management Inc.311$101.0K0.00%––
South State Corp.305$91.0K0.01%––
U S Global Investors Inc300$90.0K0.00%––
Salem Investment Counselors Inc303$90.0K0.01%––
Your Advocates Ltd., LLP300$90.0K0.07%––
Lindbrook Capital, LLC299$89.0K0.02%––
TD Private Client Wealth LLC296$88.4K0.00%––
Eudaimonia Partners, LLC295$88.0K0.02%––
TCI Wealth Advisors, Inc.289$86.0K0.04%––
Hexagon Capital Partners LLC278$83.0K0.02%––
Resources Management Corp266$79.0K0.01%––
Center for Financial Planning, Inc.250$75.0K0.02%––
International Assets Investment Management, LLC2,247$74.0K0.01%––
Perennial Advisors, LLC245$73.0K0.02%––
TFC Financial Management243$73.0K0.03%––
North Star Investment Management Corp.240$72.0K0.01%––
Green Harvest Asset Management LLC235$72.0K0.02%––
Carolinas Wealth Consulting LLC231$69.0K0.02%––
Wolverine Asset Management LLC228$68.0K0.00%––
Sowell Financial Services LLC205$68.0K0.00%––
Harvest Fund Management Co., Ltd230$68.0K0.01%––
Newfound Research LLC226$67.0K0.16%––
Harbor Investment Advisory, LLC205$61.0K0.01%––
Benjamin F. Edwards & Company, Inc.200$60.0K0.00%––
Hilton Capital Management, LLC200$60.0K0.01%––
Bedel Financial Consulting, Inc.200$60.0K0.02%––
CVA Family Office, LLC200$60.0K0.02%––
M&R Capital Management Inc200$59.0K0.01%––
American National Bank197$59.0K0.01%––
Lloyd Advisory Services, LLC.189$57.0K0.03%––
Rockbridge Investment Management, LCC180$54.0K0.01%––
Jackson, Grant Investment Advisers, Inc.169$50.0K0.02%––
Parkside Financial Bank & Trust166$49.0K0.01%––
Private Capital Group, LLC163$49.0K0.01%––
Barrett Asset Management, LLC160$48.0K0.00%––
Silvant Capital Management LLC157$47.0K0.01%––
Atlas Capital Advisors LLC156$46.6K0.01%––
First Horizon Advisors, Inc.148$44.0K0.00%––
Wealthcare Advisory Partners LLC136$41.0K0.00%––
Glassman Wealth Services132$39.0K0.01%––
Gemmer Asset Management LLC120$36.0K0.01%––
Allred Capital Management, LLC119$35.5K0.02%––
Certified Advisory Corp117$35.0K0.01%––
GPS Wealth Strategies Group, LLC101$30.0K0.01%––
Jacobi Capital Management LLC96$29.0K0.00%––
Sun Life Financial INC95$28.0K0.00%––
Jones Financial Companies LLLP90$27.0K0.00%––
Kings Point Capital Management91$27.0K0.00%––
Loomis Sayles & Co L P86$26.0K0.00%––
Sugarloaf Wealth Management, LLC87$26.0K0.01%––
Farmers & Merchants Investments Inc85$25.0K0.00%––
Enterprise Financial Services Corp76$23.0K0.00%––
Earnest Partners LLC78$23.0K0.00%––
West Paces Advisors Inc.75$22.4K0.01%––
Resolute Partners Group75$22.0K0.00%––
Leonteq Securities AG73$21.8K0.00%––
Fred Alger Management, LLC72$21.0K0.00%––
Carroll Financial Associates, Inc.73$21.0K0.00%––
HWG Holdings LP69$21.0K0.01%––
Charter Oak Capital Management, LLC70$21.0K0.00%––
Moisand Fitzgerald Tamayo, LLC67$20.0K0.01%––
Capital Advisory Group Advisory Services, LLC65$19.0K0.01%––
BDO Wealth Advisors, LLC60$18.0K0.00%––
Wesleyan Assurance Society60$18.0K0.00%––
Kempen Capital Management N.V.57$17.0K0.00%––
CSat Investment Advisory, L.P.56$17.0K0.01%––
Wealthcare Capital Management LLC58$17.0K0.00%––
IronBridge Private Wealth, LLC56$17.0K0.01%––
Sterling Investment Advisors, Ltd.54$16.0K0.01%––
Arlington Partners LLC51$15.0K0.01%––
Corbenic Partners LLC50$15.0K0.00%––
Atlas Private Wealth Management51$15.0K0.01%––
Asset Dedication, LLC47$14.0K0.00%––
Evolution Wealth Advisors, LLC47$14.0K0.00%––
Oakworth Capital, Inc.45$13.0K0.00%––
Sutton Wealth Advisors Inc.39$11.6K0.00%––
Global Retirement Partners, LLC32$10.0K0.00%––
Hudock, Inc.32$9.00K0.00%––
Financial Management Professionals, Inc.31$9.00K0.00%––
SOA Wealth Advisors, LLC.33$9.00K0.00%––
Raffa Wealth Management, LLC28$8.36K0.00%––
Smith Asset Management Group LP25$7.00K0.00%––
Legacy Bridge, LLC25$7.00K0.00%––
Versant Capital Management, Inc25$7.00K0.00%––
Kelly Financial Services LLC21$6.29K0.00%––
Plante Moran Financial Advisors, LLC17$5.00K0.00%––
Northwest Investment Counselors, LLC16$5.00K0.00%––
Tarbox Family Office, Inc.16$5.00K0.00%––
Crewe Advisors LLC16$5.00K0.00%––
Investors Research Corp18$5.00K0.00%––
Prestige Wealth Management Group LLC19$5.00K0.00%––