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 |
|---|---|---|---|---|---|
| Azzad Asset Management Inc | 2,464 | $893.0K | 0.13% | −330−11.8% | Reduced |
| Profund Advisors LLC | 2,480 | $898.0K | 0.03% | −87−3.4% | Reduced |
| Capital Analysts, LLC | 2,485 | $900.0K | 0.06% | −132−5.0% | Reduced |
| Wealthspire Advisors, LLC | 2,514 | $911.0K | 0.02% | −2,484−49.7% | Reduced |
| Bartlett & Co. LLC | 2,559 | $927.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,559 | $927.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 2,570 | $931.0K | 0.03% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,589 | $938.0K | 0.06% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 2,600 | $942.0K | 0.18% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 2,607 | $944.0K | 0.09% | −4,928−65.4% | Reduced |
| D. E. Shaw & Co., Inc. | 2,622 | $950.0K | 0.00% | −3,657−58.2% | Reduced |
| QS Investors, LLC | 2,621 | $950.0K | 0.01% | −20−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,627 | $952.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,630 | $953.0K | 0.03% | −158−5.7% | Reduced |
| Ieq Capital, LLC | 2,659 | $963.0K | 0.03% | +525+24.6% | Added |
| IndexIQ Advisors LLC | 2,672 | $968.0K | 0.03% | +68+2.6% | Added |
| Altium Wealth Management LLC | 2,687 | $974.0K | 0.07% | +18+0.7% | Added |
| Encompass Wealth Advisors, LLC | 2,700 | $978.0K | 0.24% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,732 | $990.0K | 0.03% | −308−10.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,754 | $998.0K | 0.02% | −385−12.3% | Reduced |
| Tdam USA Inc. | 2,717 | $1.02M | 0.06% | −22−0.8% | Reduced |
| Bahl & Gaynor Inc | 2,866 | $1.04M | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,870 | $1.04M | 0.07% | +500+21.1% | Added |
| Moloney Securities Asset Management, LLC | 2,900 | $1.05M | 0.19% | −128−4.2% | Reduced |
| Meitav Dash Investments Ltd | 2,910 | $1.06M | 0.03% | +530+22.3% | Added |
| Gotham Asset Management, LLC | 3,056 | $1.11M | 0.05% | −1,081−26.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,109 | $1.13M | 0.30% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,124 | $1.13M | 0.16% | +403+14.8% | Added |
| O'Shaughnessy Asset Management, LLC | 3,172 | $1.15M | 0.02% | +1,349+74.0% | Added |
| Ropes Wealth Advisors LLC | 3,190 | $1.16M | 0.18% | −65−2.0% | Reduced |
| Exencial Wealth Advisors, LLC | 3,200 | $1.16M | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 3,249 | $1.18M | 0.03% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,257 | $1.18M | 0.26% | +96+3.0% | Added |
| Telemus Capital, LLC | 3,267 | $1.18M | 0.09% | +310+10.5% | Added |
| Beacon Investment Advisory Services, Inc. | 3,270 | $1.19M | 0.05% | −160−4.7% | Reduced |
| Brave Warrior Advisors, LLC | 3,279 | $1.19M | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,297 | $1.20M | 0.05% | −109−3.2% | Reduced |
| Cresset Asset Management, LLC | 3,310 | $1.20M | 0.02% | +432+15.0% | Added |
| Anchor Investment Management, LLC | 3,320 | $1.20M | 0.17% | −110−3.2% | Reduced |
| Asset Management Group, Inc. | 3,364 | $1.22M | 0.25% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,375 | $1.22M | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,375 | $1.22M | 0.02% | +1,146+51.4% | Added |
| Hills Bank & Trust Co | 3,393 | $1.23M | 0.19% | 00.0% | Unchanged |
| Human Investing LLC | 3,403 | $1.23M | 0.30% | −96−2.7% | Reduced |
| Change Path, LLC | 3,408 | $1.24M | 0.08% | +233+7.3% | Added |
| Quest Investment Management LLC | 3,416 | $1.24M | 0.11% | −860−20.1% | Reduced |
| Naples Global Advisors, LLC | 3,422 | $1.24M | 0.17% | −25−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,422 | $1.24M | 0.07% | +900+35.7% | Added |
| National Asset Management, Inc. | 3,435 | $1.25M | 0.04% | +414+13.7% | Added |
| Greenleaf Trust | 3,440 | $1.25M | 0.02% | +232+7.2% | Added |
| Vestcor Inc | 3,556 | $1.29M | 0.04% | −181−4.8% | Reduced |
| Lido Advisors, LLC | 3,577 | $1.30M | 0.03% | −98−2.7% | Reduced |
| World Asset Management Inc | 3,587 | $1.30M | 0.12% | −129−3.5% | Reduced |
| Claar Advisors LLC | 3,600 | $1.30M | 0.39% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,626 | $1.31M | 0.13% | +3,626 | New |
| Aft, Forsyth & Sober, LLC | 3,650 | $1.32M | 0.50% | −4,200−53.5% | Reduced |
| Okabena Investment Services Inc | 3,656 | $1.32M | 0.62% | −236−6.1% | Reduced |
| TrimTabs Asset Management, LLC | 3,639 | $1.33M | 0.68% | −701−16.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,673 | $1.33M | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,684 | $1.33M | 0.18% | +210+6.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,696 | $1.34M | 0.37% | +133+3.7% | Added |
| Long Road Investment Counsel, LLC | 3,700 | $1.34M | 0.59% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 3,708 | $1.34M | 0.26% | 00.0% | Unchanged |
| Essex Savings Bank | 4,032 | $1.35M | 0.52% | −102−2.5% | Reduced |
| Regal Investment Advisors LLC | 3,733 | $1.35M | 0.14% | +3,733 | New |
| Brewin Dolphin Ltd | 3,803 | $1.38M | 0.06% | +1,489+64.3% | Added |
| Sandy Spring Bank | 3,909 | $1.42M | 0.08% | −280−6.7% | Reduced |
| Ballentine Partners, LLC | 3,932 | $1.43M | 0.05% | −3−0.1% | Reduced |
| BP PLC | 3,939 | $1.43M | 0.06% | −1,608−29.0% | Reduced |
| Marshall Financial Group LLC | 3,956 | $1.43M | 0.77% | −721−15.4% | Reduced |
| Captrust Financial Advisors | 3,987 | $1.45M | 0.01% | −373−8.6% | Reduced |
| Van Strum & Towne Inc. | 4,000 | $1.45M | 0.69% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,000 | $1.45M | 0.06% | +300+8.1% | Added |
| Pathstone Family Office, LLC | 4,017 | $1.46M | 0.04% | +153+4.0% | Added |
| Castellan Group, LLC | 4,018 | $1.46M | 0.61% | 00.0% | Unchanged |
| Roundview Capital LLC | 4,033 | $1.46M | 0.16% | +611+17.9% | Added |
| Redmond Asset Management, LLC | 4,053 | $1.47M | 0.43% | −30−0.7% | Reduced |
| Sterling Investment Management, Inc. | 4,055 | $1.47M | 0.96% | +4,055 | New |
| Tower Research Capital LLC (TRC) | 4,067 | $1.47M | 0.04% | −8,614−67.9% | Reduced |
| Clark Capital Management Group, Inc. | 4,071 | $1.48M | 0.02% | −102−2.4% | Reduced |
| Achmea Investment Management B.V. | 4,139 | $1.50M | 0.05% | 00.0% | Unchanged |
| Ergoteles LLC | 4,170 | $1.51M | 0.03% | −16,160−79.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,190 | $1.52M | 0.16% | −301−6.7% | Reduced |
| Mercer Global Advisors Inc | 4,229 | $1.53M | 0.01% | +704+20.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,309 | $1.56M | 0.01% | +4,309 | New |
| Haverford Financial Services, Inc. | 4,310 | $1.56M | 0.38% | 00.0% | Unchanged |
| Inverness Counsel LLC | 4,330 | $1.57M | 0.06% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 4,185 | $1.57M | 0.81% | −4,247−50.4% | Reduced |
| CIBC World Markets Inc. | 4,529 | $1.64M | 0.00% | +64+1.4% | Added |
| IBM Retirement Fund | 4,574 | $1.66M | 0.13% | −921−16.8% | Reduced |
| Rossmore Private Capital | 4,600 | $1.67M | 0.29% | 00.0% | Unchanged |
| Sciencast Management LP | 4,478 | $1.67M | 0.35% | +4,478 | New |
| Bryn Mawr Trust Co | 4,623 | $1.68M | 0.06% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,634 | $1.68M | 0.34% | −29−0.6% | Reduced |
| Cetera Investment Advisers | 4,682 | $1.70M | 0.03% | +814+21.0% | Added |
| Wetherby Asset Management Inc | 4,691 | $1.70M | 0.10% | +254+5.7% | Added |
| Kinneret Advisory, LLC | 4,747 | $1.72M | 0.20% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,886 | $1.77M | 0.08% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 4,900 | $1.78M | 0.92% | −2,100−30.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 4,901 | $1.78M | 0.15% | 00.0% | Unchanged |