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 2 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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 757 | $274.0K | 0.02% | +757 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 758 | $274.7K | 0.06% | +300+65.5% | Added |
| Lincoln National Corp | 759 | $275.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 760 | $275.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 764 | $277.0K | 0.02% | −4−0.5% | Reduced |
| Two Sigma Securities, LLC | 767 | $278.0K | 0.07% | +767 | New |
| Birch Hill Investment Advisors LLC | 770 | $279.0K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 780 | $283.0K | 0.04% | −200−20.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 783 | $284.0K | 0.07% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 783 | $284.0K | 0.07% | +783 | New |
| Dorsey & Whitney Trust CO LLC | 786 | $285.0K | 0.03% | −104−11.7% | Reduced |
| GSB Wealth Management, LLC | 788 | $286.0K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 791 | $287.0K | 0.01% | +204+34.8% | Added |
| Veritas Investment Management (UK) Ltd | 795 | $288.0K | 0.05% | −150−15.9% | Reduced |
| Woodmont Investment Counsel LLC | 800 | $290.0K | 0.05% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 810 | $294.0K | 0.08% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 810 | $294.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 815 | $295.0K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 817 | $296.0K | 0.03% | −157−16.1% | Reduced |
| NewEdge Wealth, LLC | 818 | $296.0K | 0.02% | +1+0.1% | Added |
| Tocqueville Asset Management L.P. | 830 | $301.0K | 0.00% | −180−17.8% | Reduced |
| CWM, LLC | 838 | $304.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 839 | $304.0K | 0.17% | 00.0% | Unchanged |
| American Portfolios Advisors | 840 | $304.6K | 0.01% | +107+14.6% | Added |
| Synovus Financial Corp | 850 | $308.0K | 0.00% | +5+0.6% | Added |
| Jefferies Group LLC | 853 | $309.1K | 0.01% | −17,741−95.4% | Reduced |
| Abacus Planning Group, Inc. | 857 | $311.0K | 0.09% | −340−28.4% | Reduced |
| Gladstone Institutional Advisory LLC | 862 | $312.0K | 0.04% | +862 | New |
| Sand Hill Global Advisors, LLC | 864 | $313.0K | 0.02% | +54+6.7% | Added |
| Kestra Private Wealth Services, LLC | 873 | $316.0K | 0.02% | +2+0.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 874 | $317.0K | 0.01% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 884 | $320.0K | 0.15% | 00.0% | Unchanged |
| Pitcairn Co | 900 | $326.0K | 0.02% | −60−6.3% | Reduced |
| Massmutual Trust Co FSB | 899 | $326.0K | 0.01% | +130+16.9% | Added |
| Doyle Wealth Management | 908 | $329.0K | 0.03% | −10−1.1% | Reduced |
| Abbrea Capital, LLC | 916 | $332.0K | 0.05% | +200+27.9% | Added |
| Federated Hermes, Inc. | 926 | $336.0K | 0.00% | −537−36.7% | Reduced |
| Charter Trust Co | 925 | $336.0K | 0.03% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 931 | $337.0K | 0.29% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 932 | $338.0K | 0.00% | −250−21.2% | Reduced |
| Pettee Investors, Inc. | 946 | $343.0K | 0.16% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 947 | $343.0K | 0.19% | +1+0.1% | Added |
| Baxter Bros Inc | 949 | $344.0K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 952 | $345.0K | 0.04% | −93−8.9% | Reduced |
| Zions Bancorporation, N.A. | 955 | $346.0K | 0.03% | −287−23.1% | Reduced |
| Avenir Corp | 955 | $346.0K | 0.03% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 966 | $350.0K | 0.12% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 968 | $351.0K | 0.06% | −1,936−66.7% | Reduced |
| D.A. Davidson & Co. | 972 | $352.0K | 0.00% | +81+9.1% | Added |
| Verition Fund Management LLC | 977 | $354.0K | 0.01% | +977 | New |
| SRS Capital Advisors, Inc. | 990 | $359.0K | 0.05% | +990 | New |
| Miracle Mile Advisors, LLC | 997 | $361.0K | 0.02% | +997 | New |
| Citizens Financial Group Inc | 1,000 | $362.0K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,000 | $362.0K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $362.0K | 0.03% | −2−0.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 998 | $362.0K | 0.10% | +70+7.5% | Added |
| KG&L Capital Management,LLC | 1,006 | $365.0K | 0.17% | −78−7.2% | Reduced |
| Coldstream Capital Management Inc | 1,008 | $365.0K | 0.01% | +100+11.0% | Added |
| Flagship Harbor Advisors, LLC | 1,010 | $366.0K | 0.04% | −28−2.7% | Reduced |
| Trustmark National Bank Trust Department | 1,020 | $370.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,023 | $371.0K | 0.02% | 00.0% | Unchanged |
| Mark Stevens | 1,055 | $382.0K | 0.04% | −490−31.7% | Reduced |
| Hutner Capital Management Inc | 1,055 | $382.0K | 0.24% | −20−1.9% | Reduced |
| Shelton Capital Management | 1,054 | $382.0K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 1,058 | $383.0K | 0.13% | +1,058 | New |
| XTX Topco Ltd | 1,064 | $386.0K | 0.13% | +1,064 | New |
| Gateway Investment Advisers LLC | 1,067 | $387.0K | 0.00% | −36−3.3% | Reduced |
| Broadleaf Partners, LLC | 1,070 | $388.0K | 0.13% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,088 | $394.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,097 | $397.0K | 0.00% | −32−2.8% | Reduced |
| Wealthsource Partners, LLC | 1,100 | $399.0K | 0.04% | −21−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,102 | $399.0K | 0.02% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 1,121 | $406.0K | 0.01% | +228+25.5% | Added |
| Jag Capital Management, LLC | 1,127 | $408.0K | 0.03% | +7+0.6% | Added |
| Cornerstone Advisory, LLC | 1,133 | $411.0K | 0.07% | +100+9.7% | Added |
| Sustainable Insight Capital Management, LLC | 1,143 | $414.0K | 0.25% | −30−2.6% | Reduced |
| WSFS Capital Management, LLC | 1,160 | $420.0K | 0.19% | +192+19.8% | Added |
| Proficio Capital Partners LLC | 1,173 | $425.0K | 0.05% | +3+0.3% | Added |
| MACRO Consulting Group | 1,175 | $425.0K | 0.22% | +25+2.2% | Added |
| Trust Co of Vermont | 1,174 | $426.0K | 0.03% | 00.0% | Unchanged |
| People's United Financial, Inc. | 1,193 | $432.0K | 0.01% | +69+6.1% | Added |
| Triangle Securities Wealth Management | 1,195 | $433.0K | 0.15% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,195 | $433.0K | 0.01% | +223+22.9% | Added |
| Webster Bank, N. A. | 1,200 | $435.0K | 0.05% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 1,200 | $435.0K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,220 | $442.0K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,230 | $446.0K | 0.02% | +265+27.5% | Added |
| Bellevue Group AG | 1,250 | $453.0K | 0.00% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,258 | $456.0K | 0.20% | 00.0% | Unchanged |
| Gries Financial LLC | 1,200 | $459.0K | 0.15% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,271 | $461.0K | 0.04% | −578−31.3% | Reduced |
| Simplex Trading, LLC | 1,283 | $464.0K | 0.02% | +1,283 | New |
| CAPROCK Group, Inc. | 1,283 | $465.0K | 0.04% | +256+24.9% | Added |
| Johnson Investment Counsel Inc | 1,288 | $467.0K | 0.01% | −102−7.3% | Reduced |
| Value Partners Investments Inc. | 1,298 | $470.0K | 0.04% | +144+12.5% | Added |
| Stratos Wealth Advisors, LLC | 1,309 | $474.0K | 0.04% | +14+1.1% | Added |
| Cerity Partners LLC | 1,342 | $486.0K | 0.01% | +131+10.8% | Added |
| Dowling & Yahnke LLC | 1,343 | $487.0K | 0.03% | −23−1.7% | Reduced |
| Edgestream Partners, L.P. | 1,359 | $492.0K | 0.03% | +1,359 | New |
| Boltwood Capital Management | 1,360 | $493.0K | 0.20% | −35−2.5% | Reduced |