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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 1,363 | $494.0K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,366 | $495.0K | 0.00% | −165−10.8% | Reduced |
| BTR Capital Management Inc | 1,376 | $499.0K | 0.06% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,389 | $503.0K | 0.12% | −187−11.9% | Reduced |
| Maple Capital Management, Inc. | 1,323 | $504.0K | 0.06% | +37+2.9% | Added |
| Cetera Advisor Networks LLC | 1,390 | $504.0K | 0.01% | +176+14.5% | Added |
| J. W. Coons Advisors, LLC | 1,400 | $506.0K | 0.18% | −200−12.5% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $507.0K | 0.16% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 1,400 | $507.0K | 0.02% | +359+34.5% | Added |
| Chicago Trust Co NA | 1,400 | $507.0K | 0.12% | +1,400 | New |
| IFP Advisors, Inc | 1,415 | $514.0K | 0.01% | +94+7.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,424 | $516.0K | 0.04% | +123+9.5% | Added |
| Penobscot Investment Management Company, Inc. | 1,440 | $522.0K | 0.08% | +260+22.0% | Added |
| Brave Asset Management Inc | 1,458 | $528.0K | 0.16% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,459 | $529.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,460 | $529.0K | 0.02% | +150+11.5% | Added |
| Trust Asset Management LLC | 1,459 | $529.0K | 0.07% | +151+11.5% | Added |
| Verdence Capital Advisors LLC | 1,466 | $531.0K | 0.07% | +783+114.6% | Added |
| Argent Trust Co | 1,468 | $532.0K | 0.03% | +38+2.7% | Added |
| Fulton Breakefield Broenniman LLC | 1,475 | $534.0K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,475 | $534.0K | 0.11% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,500 | $544.0K | 0.05% | −500−25.0% | Reduced |
| Evercore Wealth Management, LLC | 1,505 | $545.0K | 0.01% | −11−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,541 | $558.0K | 0.02% | +1,541 | New |
| Sequoia Financial Advisors, LLC | 1,547 | $561.0K | 0.02% | +152+10.9% | Added |
| RMB Capital Management, LLC | 1,551 | $562.0K | 0.02% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 1,544 | $563.0K | 0.02% | −3,656−70.3% | Reduced |
| MAI Capital Management | 1,557 | $564.0K | 0.01% | +8+0.5% | Added |
| Gofen & Glossberg LLC | 1,563 | $566.0K | 0.01% | +68+4.5% | Added |
| Kendall Capital Management | 1,565 | $567.0K | 0.32% | −10−0.6% | Reduced |
| Davy Global Fund Management Ltd | 1,573 | $570.0K | 0.09% | 00.0% | Unchanged |
| Spinnaker Trust | 1,585 | $574.0K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,612 | $584.0K | 0.15% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 1,646 | $596.0K | 0.03% | +657+66.4% | Added |
| Bank of the West | 1,655 | $600.0K | 0.06% | −55−3.2% | Reduced |
| Personal Capital Advisors Corp | 1,660 | $602.0K | 0.00% | +46+2.9% | Added |
| Walter & Keenan Financial Consulting Co | 1,646 | $603.0K | 0.21% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,669 | $605.0K | 0.56% | −158−8.6% | Reduced |
| Castleview Partners, LLC | 1,682 | $610.0K | 0.27% | +1,682 | New |
| Dai-Ichi Life Insurance Company, Ltd | 1,699 | $616.0K | 0.01% | −191−10.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,713 | $621.0K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,713 | $621.0K | 0.01% | +454+36.1% | Added |
| Snowden Capital Advisors LLC | 1,721 | $623.6K | 0.03% | +11+0.6% | Added |
| Ashfield Capital Partners, LLC | 1,769 | $641.0K | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,772 | $642.1K | 0.05% | +707+66.4% | Added |
| Proequities, Inc. | 1,783 | $646.0K | 0.04% | +1,013+131.6% | Added |
| Castle Rock Wealth Management, LLC | 1,708 | $650.0K | 0.24% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,794 | $650.0K | 0.13% | +390+27.8% | Added |
| Fulcrum Asset Management LLP | – | $654.0K | 0.27% | – | – |
| Reynders McVeigh Capital Management, LLC | 1,821 | $660.0K | 0.04% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,846 | $669.0K | 0.06% | 00.0% | Unchanged |
| Conning Inc. | 1,857 | $673.0K | 0.02% | −189−9.2% | Reduced |
| Dodge & Cox | 1,857 | $673.0K | 0.00% | −156−7.7% | Reduced |
| IMS Capital Management | 1,860 | $674.0K | 0.40% | 00.0% | Unchanged |
| Madden Securities Corp | 1,865 | $676.0K | 0.35% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,881 | $682.0K | 0.05% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,890 | $684.0K | 0.06% | +1,890 | New |
| WMS Partners, LLC | 1,890 | $685.0K | 0.10% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,900 | $689.0K | 0.04% | −100−5.0% | Reduced |
| Curbstone Financial Management Corp | 1,900 | $689.0K | 0.13% | −50−2.6% | Reduced |
| Riversedge Advisors, LLC | 1,912 | $693.0K | 0.25% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,920 | $696.0K | 0.11% | +270+16.4% | Added |
| Fishman Jay A Ltd | 1,925 | $697.6K | 0.09% | −39−2.0% | Reduced |
| Parallel Advisors, LLC | 1,995 | $723.0K | 0.03% | +130+7.0% | Added |
| Stonebridge Capital Management Inc | 2,000 | $725.0K | 0.26% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,004 | $726.0K | 0.11% | −33−1.6% | Reduced |
| Ci Investments Inc. | 2,014 | $730.0K | 0.00% | −205−9.2% | Reduced |
| Waldron Private Wealth LLC | 2,026 | $734.0K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 1,970 | $741.0K | 0.41% | +40+2.1% | Added |
| Red Cedar Capital, LLC | 2,070 | $750.0K | 0.47% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,071 | $751.0K | 0.07% | +876+73.3% | Added |
| Veriti Management LLC | 2,100 | $761.0K | 0.11% | +499+31.2% | Added |
| Fullerton Fund Management Co Ltd. | 2,101 | $761.0K | 0.05% | +2,101 | New |
| Old National Bancorp | 2,106 | $763.0K | 0.03% | −5−0.2% | Reduced |
| Clarius Group, LLC | 2,136 | $774.0K | 0.07% | +32+1.5% | Added |
| Range Financial Group LLC | 2,148 | $778.0K | 0.57% | +335+18.5% | Added |
| Boston Private Wealth LLC | 2,156 | $781.0K | 0.01% | +504+30.5% | Added |
| Heritage Wealth Management, LLC | 2,191 | $794.0K | 0.30% | −10−0.5% | Reduced |
| Raymond James Trust N.A. | 2,193 | $794.0K | 0.03% | +91+4.3% | Added |
| Lumature Wealth Partners, LLC | 2,221 | $805.0K | 0.33% | +133+6.4% | Added |
| Ameritas Investment Partners, Inc. | 2,227 | $807.0K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,266 | $821.0K | 0.01% | −61,909−96.5% | Reduced |
| Whittier Trust Co | 2,286 | $829.0K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 2,302 | $834.0K | 0.46% | +2,302 | New |
| SG Americas Securities, LLC | 2,307 | $836.0K | 0.00% | −16,817−87.9% | Reduced |
| Bienville Capital Management, LLC | 2,327 | $843.0K | 0.27% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,326 | $843.0K | 0.61% | +160+7.4% | Added |
| Lake Street Advisors Group, LLC | 2,250 | $853.0K | 0.06% | +22+1.0% | Added |
| Capstone Investment Advisors, LLC | 2,362 | $856.0K | 0.02% | +2,362 | New |
| Rice Hall James & Associates, LLC | 2,366 | $857.0K | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,369 | $858.0K | 0.09% | +427+22.0% | Added |
| Caxton Corp | 2,382 | $863.0K | 0.59% | +1,020+74.9% | Added |
| Toroso Investments, LLC | 2,393 | $867.0K | 0.03% | +845+54.6% | Added |
| PFG Advisors | 2,395 | $868.0K | 0.10% | −30−1.2% | Reduced |
| Park Avenue Securities LLC | 2,397 | $869.0K | 0.02% | +266+12.5% | Added |
| Cumberland Partners Ltd | 2,400 | $870.0K | 0.07% | −1,350−36.0% | Reduced |
| Rockland Trust Co | 2,420 | $877.0K | 0.06% | −57−2.3% | Reduced |
| D.B. Root & Company, LLC | 2,423 | $878.0K | 0.33% | +1,092+82.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,426 | $879.0K | 0.00% | −1,673−40.8% | Reduced |
| Pacific Global Investment Management CO | 2,458 | $891.0K | 0.18% | 00.0% | Unchanged |