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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 250 | $91.0K | 0.02% | +250 | New |
| Deseret Mutual Benefit Administrators | 261 | $95.0K | 0.02% | +261 | New |
| Resources Management Corp | 266 | $96.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 265 | $96.0K | 0.05% | +76+40.2% | Added |
| KB Financial Partners, LLC | 269 | $97.0K | 0.04% | −214−44.3% | Reduced |
| Newfound Research LLC | 270 | $98.0K | 0.19% | +44+19.5% | Added |
| Harvest Fund Management Co., Ltd | 281 | $102.0K | 0.01% | +51+22.2% | Added |
| Hexagon Capital Partners LLC | 285 | $103.0K | 0.03% | +7+2.5% | Added |
| TCI Wealth Advisors, Inc. | 294 | $107.0K | 0.02% | +5+1.7% | Added |
| CVA Family Office, LLC | 295 | $107.0K | 0.03% | +95+47.5% | Added |
| U S Global Investors Inc | 300 | $109.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $109.0K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 303 | $109.8K | 0.00% | +7+2.4% | Added |
| Geneos Wealth Management Inc. | 300 | $110.0K | 0.00% | −11−3.5% | Reduced |
| Salem Investment Counselors Inc | 303 | $110.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 305 | $111.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 308 | $112.0K | 0.03% | +9+3.0% | Added |
| True Link Financial Advisors, LLC | 8 | $124.0K | 0.02% | – | – |
| American National Bank | 349 | $126.0K | 0.03% | +152+77.2% | Added |
| Cascade Investment Advisors, Inc. | 350 | $126.8K | 0.08% | 00.0% | Unchanged |
| JNBA Financial Advisors | 350 | $127.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 350 | $127.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 378 | $137.0K | 0.01% | −38−9.1% | Reduced |
| Centaurus Financial, Inc. | 377 | $137.0K | 0.01% | +377 | New |
| First Mercantile Trust Co | 384 | $139.0K | 0.02% | −60−13.5% | Reduced |
| First Pacific Advisors, LP | 385 | $140.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 400 | $145.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 403 | $146.0K | 0.09% | +41+11.3% | Added |
| C M Bidwell & Associates Ltd | 406 | $147.0K | 0.10% | +6+1.5% | Added |
| Exchange Traded Concepts, LLC | 410 | $149.0K | 0.00% | −133−24.5% | Reduced |
| Covington Capital Management | 425 | $154.0K | 0.01% | −4−0.9% | Reduced |
| Manchester Capital Management LLC | 431 | $156.0K | 0.02% | +18+4.4% | Added |
| Fukoku Mutual Life Insurance Co | 450 | $163.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 458 | $166.0K | 0.01% | +458 | New |
| Ellevest, Inc. | 472 | $171.0K | 0.02% | +2+0.4% | Added |
| Berman Capital Advisors, LLC | 480 | $173.0K | 0.03% | +40+9.1% | Added |
| Fieldpoint Private Securities, LLC | 505 | $192.0K | 0.04% | −20−3.8% | Reduced |
| 1st Source Bank | 560 | $203.0K | 0.01% | +560 | New |
| Treybourne Wealth Planners, Inc. | 570 | $207.0K | 0.13% | +570 | New |
| Institute for Wealth Management, LLC. | 575 | $208.0K | 0.04% | +575 | New |
| First Foundation Advisors | 577 | $209.0K | 0.01% | +577 | New |
| Financial Consulate, Inc | 582 | $211.0K | 0.08% | +582 | New |
| Financial Consulate Inc. | 582 | $211.0K | 0.08% | +582 | New |
| Engineers Gate Manager LP | 590 | $214.0K | 0.01% | +590 | New |
| Highland Private Wealth Management | 595 | $215.0K | 0.03% | +595 | New |
| Riverview Trust Co | 597 | $216.0K | 0.23% | 00.0% | Unchanged |
| Brookstone Capital Management | 576 | $216.0K | 0.00% | +576 | New |
| Monarch Capital Management Inc | 600 | $217.0K | 0.06% | +600 | New |
| Burke & Herbert Bank & Trust Co | 600 | $217.0K | 0.14% | +600 | New |
| Cullinan Associates Inc | 600 | $217.0K | 0.01% | +600 | New |
| First National Bank & Trust Co of Newtown | 600 | $217.0K | 0.04% | +600 | New |
| EagleClaw Capital Managment, LLC | 600 | $217.0K | 0.06% | +600 | New |
| Teamwork Financial Advisors, LLC | 599 | $217.0K | 0.04% | +599 | New |
| Estabrook Capital Management | 600 | $217.4K | 0.03% | 00.0% | Unchanged |
| Middleton & Co Inc | 602 | $218.0K | 0.02% | +602 | New |
| EWG Elevate Inc. | 601 | $220.0K | 0.09% | +601 | New |
| TD Ameritrade Investment Management, LLC | 611 | $221.0K | 0.00% | +158+34.9% | Added |
| Penserra Capital Management LLC | 614 | $221.0K | 0.00% | +205+50.1% | Added |
| Hancock Whitney Corp | 610 | $221.0K | 0.01% | +610 | New |
| HCR Wealth Advisors | 612 | $222.0K | 0.04% | +612 | New |
| Red Wave Investments LLC | 612 | $222.0K | 0.08% | +612 | New |
| Buckingham Strategic Wealth, LLC | 617 | $224.0K | 0.01% | +617 | New |
| Scotia Capital Inc. | 622 | $225.0K | 0.00% | −175−22.0% | Reduced |
| Quadrant Capital Group LLC | 622 | $225.0K | 0.03% | +52+9.1% | Added |
| Aigen Investment Management, LP | 635 | $230.0K | 0.04% | −2,794−81.5% | Reduced |
| FinTrust Capital Advisors, LLC | 634 | $230.0K | 0.06% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 610 | $231.0K | 0.05% | −11−1.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 646 | $234.0K | 0.00% | +11+1.7% | Added |
| TAP Consulting, LLC | 649 | $235.0K | 0.07% | +649 | New |
| West Family Investments, Inc. | 660 | $239.0K | 0.07% | +660 | New |
| Caldwell Trust Co | 660 | $239.2K | 0.03% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 663 | $241.0K | 0.13% | 00.0% | Unchanged |
| Associated Banc-Corp | 673 | $244.0K | 0.01% | −347−34.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 675 | $245.0K | 0.02% | +675 | New |
| Covenant Multifamily Offices, LLC | 677 | $245.0K | 0.04% | +677 | New |
| Pinnacle Wealth Planning Services, Inc. | 680 | $246.0K | 0.06% | +1+0.1% | Added |
| Putnam Investments LLC | 678 | $248.0K | 0.00% | 00.0% | Unchanged |
| Little House Capital LLC | 685 | $248.0K | 0.13% | +685 | New |
| Guyasuta Investment Advisors Inc | 686 | $249.0K | 0.02% | 00.0% | Unchanged |
| Ferris Capital, LLC | 693 | $251.0K | 0.10% | −2,417−77.7% | Reduced |
| Total Wealth Planning, LLC | 693 | $251.0K | 0.10% | +693 | New |
| Wechter Feldman Wealth Management, Inc. | 696 | $252.0K | 0.18% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 700 | $254.0K | 0.40% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 703 | $255.0K | 0.04% | −16−2.2% | Reduced |
| Howe & Rusling Inc | 706 | $256.0K | 0.03% | 00.0% | Unchanged |
| First American Trust, FSB | 712 | $258.0K | 0.04% | −3−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 674 | $258.0K | 0.01% | 00.0% | Unchanged |
| Investment House LLC | 720 | $260.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 725 | $263.0K | 0.01% | −3,570−83.1% | Reduced |
| Calamos Wealth Management LLC | 725 | $263.0K | 0.02% | +28+4.0% | Added |
| Simmons Bank | 730 | $265.0K | 0.02% | +36+5.2% | Added |
| Wedbush Securities Inc | 739 | $268.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 739 | $268.0K | 0.06% | 00.0% | Unchanged |
| Seeyond | 745 | $269.0K | 0.03% | +4+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 743 | $269.0K | 0.01% | +32+4.5% | Added |
| McLean Asset Management Corp | 719 | $272.0K | 0.12% | 00.0% | Unchanged |
| Collective Family Office LLC | 754 | $273.0K | 0.12% | 00.0% | Unchanged |
| Intersect Capital LLC | 752 | $273.0K | 0.05% | +32+4.4% | Added |
| Williams Jones Wealth Management, LLC. | 757 | $274.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 758 | $274.0K | 0.02% | +3+0.4% | Added |