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 4 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, Q2 2021

Institutional positions in Moodys Corp as of Jun 30, 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: 943; +24 vs. Q1 2021
Shares held: 171.2M; +1.43M (+0.8%) vs. Q1 2021
Total value: $62.0B; +$11.3B (+22.3%) vs. Q1 2021
New holders: 87; 329 more added
Sold out: 63; 301 more reduced

4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 943 institutions

Value heldQ2 2021: $62.0B

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, Q2 2021

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2021.

Institutions holding MCO in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Moisand Fitzgerald Tamayo, LLC	1	$0	0.00%	−66−98.5%	Reduced
Kelly Financial Services LLC	45,353	$125	0.00%	+45,332+215,866.7%	Added
WestEnd Advisors, LLC	–	$724	0.00%	–	New
Savior LLC	4	$1.00K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	4	$1.00K	0.00%	00.0%	Unchanged
Concord Wealth Partners	3	$1.00K	0.00%	00.0%	Unchanged
BBVA USA	3	$1.00K	0.00%	+3	New
Strategic Blueprint, LLC	4	$1.00K	0.00%	+4	New
Wolff Wiese Magana LLC	3	$1.00K	0.00%	+3	New
Global Financial Private Client, LLC	4	$1.46K	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	5	$2.00K	0.00%	−1,349−99.6%	Reduced
Gradient Investments LLC	5	$2.00K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	6	$2.00K	0.00%	00.0%	Unchanged
Old North State Trust, LLC	6	$2.00K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	6	$2.00K	0.00%	00.0%	Unchanged
Lenox Wealth Advisors, LLC	9	$3.00K	0.00%	00.0%	Unchanged
Private Ocean, LLC	9	$3.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	8	$3.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	10	$4.00K	0.00%	00.0%	Unchanged
Clean Yield Group	10	$4.00K	0.00%	+10	New
Paragon Wealth Strategies, LLC	12	$4.00K	0.00%	+12	New
Tarbox Family Office, Inc.	15	$5.00K	0.00%	−1−6.3%	Reduced
FormulaFolio Investments, LLC	13	$5.00K	0.00%	00.0%	Unchanged
Crewe Advisors LLC	16	$6.00K	0.00%	00.0%	Unchanged
NEXT Financial Group, Inc	19	$6.00K	0.00%	+10+111.1%	Added
Red Door Wealth Management, LLC	18	$6.00K	0.00%	+18	New
Trustcore Financial Services, LLC	20	$7.00K	0.00%	+20	New
Smith Asset Management Group LP	21	$8.00K	0.00%	−4−16.0%	Reduced
Thomas J. Herzfeld Advisors, Inc.	21	$8.00K	0.00%	+6+40.0%	Added
Eubel Brady & Suttman Asset Management Inc	28	$8.00K	0.00%	+28	New
Legacy Bridge, LLC	25	$9.00K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	26	$9.00K	0.00%	+1+4.0%	Added
Raffa Wealth Management, LLC	28	$10.1K	0.00%	00.0%	Unchanged
Hudock, Inc.	32	$11.0K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	33	$11.0K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	30	$11.0K	0.00%	+24+400.0%	Added
Leonteq Securities AG	33	$12.0K	0.00%	−40−54.8%	Reduced
Emfo, LLC	34	$12.0K	0.01%	+34	New
Hexavest Inc.	37	$13.0K	0.00%	−4,218−99.1%	Reduced
Financial Management Professionals, Inc.	36	$13.0K	0.00%	+5+16.1%	Added
Sofos Investments, Inc.	39	$14.0K	0.01%	00.0%	Unchanged
Eagle Bay Advisors LLC	36	$14.0K	0.01%	+36	New
Sutton Wealth Advisors Inc.	39	$14.1K	0.01%	00.0%	Unchanged
Oakworth Capital, Inc.	45	$16.0K	0.00%	00.0%	Unchanged
Global Retirement Partners, LLC	45	$16.0K	0.00%	+13+40.6%	Added
Asset Dedication, LLC	47	$17.0K	0.00%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	47	$17.0K	0.00%	00.0%	Unchanged
First Horizon Advisors, Inc.	52	$18.0K	0.00%	−96−64.9%	Reduced
Corbenic Partners LLC	50	$18.0K	0.00%	00.0%	Unchanged
IronBridge Private Wealth, LLC	56	$20.0K	0.01%	00.0%	Unchanged
Sterling Investment Advisors, Ltd.	54	$20.0K	0.01%	00.0%	Unchanged
Itau Unibanco Holding S.A.	55	$20.0K	0.00%	+55	New
BDO Wealth Advisors, LLC	60	$22.0K	0.00%	00.0%	Unchanged
Wesleyan Assurance Society	60	$22.0K	0.00%	00.0%	Unchanged
Capital Advisory Group Advisory Services, LLC	65	$24.0K	0.01%	00.0%	Unchanged
HWG Holdings LP	69	$25.0K	0.01%	00.0%	Unchanged
Charter Oak Capital Management, LLC	70	$25.0K	0.00%	00.0%	Unchanged
Resolute Partners Group	75	$27.0K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	75	$27.2K	0.01%	00.0%	Unchanged
Assetmark, Inc	76	$28.0K	0.00%	−15,982−99.5%	Reduced
Enterprise Financial Services Corp	76	$28.0K	0.00%	00.0%	Unchanged
Earnest Partners LLC	78	$28.0K	0.00%	00.0%	Unchanged
Carroll Financial Associates, Inc.	80	$28.0K	0.00%	+7+9.6%	Added
Farmers & Merchants Investments Inc	85	$31.0K	0.00%	00.0%	Unchanged
Loomis Sayles & Co L P	89	$32.0K	0.00%	+3+3.5%	Added
Sugarloaf Wealth Management, LLC	87	$32.0K	0.01%	00.0%	Unchanged
Arkadios Wealth Advisors	90	$32.0K	0.00%	+78+650.0%	Added
Jones Financial Companies LLLP	90	$33.0K	0.00%	00.0%	Unchanged
Kings Point Capital Management	91	$33.0K	0.00%	00.0%	Unchanged
Jacobi Capital Management LLC	96	$35.0K	0.00%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	100	$36.2K	0.04%	+100	New
GPS Wealth Strategies Group, LLC	101	$37.0K	0.01%	00.0%	Unchanged
Capitolis Advisors LLC	105	$38.0K	0.00%	−63,858−99.8%	Reduced
Kempen Capital Management N.V.	106	$38.0K	0.00%	+49+86.0%	Added
Parisi Gray Wealth Management	113	$41.0K	0.02%	+113	New
Gemmer Asset Management LLC	120	$43.0K	0.01%	00.0%	Unchanged
Glassman Wealth Services	142	$51.0K	0.01%	+10+7.6%	Added
Silvant Capital Management LLC	157	$57.0K	0.01%	00.0%	Unchanged
Barrett Asset Management, LLC	160	$58.0K	0.00%	00.0%	Unchanged
Private Capital Group, LLC	163	$59.0K	0.01%	00.0%	Unchanged
Atlas Capital Advisors LLC	166	$60.2K	0.01%	+10+6.4%	Added
Jackson, Grant Investment Advisers, Inc.	169	$61.0K	0.03%	00.0%	Unchanged
Acadian Asset Management LLC	167	$61.0K	0.00%	+167	New
Carolinas Wealth Consulting LLC	172	$62.0K	0.01%	−59−25.5%	Reduced
Parkside Financial Bank & Trust	180	$65.0K	0.02%	+14+8.4%	Added
Perennial Advisors, LLC	190	$69.0K	0.02%	−55−22.4%	Reduced
Prestige Wealth Management Group LLC	190	$69.0K	0.02%	+171+900.0%	Added
Center for Financial Planning, Inc.	199	$72.0K	0.02%	−51−20.4%	Reduced
Benjamin F. Edwards & Company, Inc.	200	$72.0K	0.00%	00.0%	Unchanged
Bedel Financial Consulting, Inc.	200	$72.0K	0.03%	00.0%	Unchanged
M&R Capital Management Inc	200	$72.0K	0.02%	00.0%	Unchanged
Rockbridge Investment Management, LCC	200	$72.0K	0.01%	+20+11.1%	Added
Harbor Investment Advisory, LLC	205	$74.0K	0.01%	00.0%	Unchanged
Spire Wealth Management	227	$82.0K	0.00%	−412−64.5%	Reduced
Compagnie Lombard Odier SCmA	225	$82.0K	0.00%	+225	New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	230	$83.0K	0.62%	+230	New
Green Harvest Asset Management LLC	235	$85.0K	0.02%	00.0%	Unchanged
North Star Investment Management Corp.	240	$87.0K	0.01%	00.0%	Unchanged
TFC Financial Management	243	$88.0K	0.03%	00.0%	Unchanged