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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 4,904 | $1.78M | 0.03% | −78−1.6% | Reduced |
| SRN Advisors, LLC | 4,975 | $1.80M | 0.61% | −267−5.1% | Reduced |
| Glenview Trust Co | 5,000 | $1.81M | 0.07% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,049 | $1.83M | 0.35% | +1,642+48.2% | Added |
| Cypress Capital Group | 5,053 | $1.83M | 0.25% | +40+0.8% | Added |
| Cigna Investments Inc | 5,107 | $1.85M | 0.13% | −749−12.8% | Reduced |
| Blue Fin Capital, Inc. | 5,128 | $1.86M | 0.57% | +184+3.7% | Added |
| Parallax Volatility Advisers, L.P. | 5,176 | $1.88M | 0.02% | +1,287+33.1% | Added |
| Huntington National Bank | 5,183 | $1.88M | 0.02% | −5−0.1% | Reduced |
| Squarepoint Ops LLC | 5,195 | $1.88M | 0.01% | −8,661−62.5% | Reduced |
| Twin Tree Management, LP | 5,212 | $1.89M | 0.06% | +4,345+501.2% | Added |
| JustInvest LLC | 5,217 | $1.89M | 0.20% | +2,665+104.4% | Added |
| Transcend Wealth Collective, LLC | 5,395 | $1.96M | 0.28% | +5,395 | New |
| Advisor Partners LLC | 5,410 | $1.96M | 0.13% | +93+1.7% | Added |
| Private Advisor Group, LLC | 5,413 | $1.96M | 0.02% | +463+9.4% | Added |
| Impax Asset Management Group plc | 5,421 | $1.96M | 0.01% | −3−0.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,424 | $1.97M | 0.89% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 5,452 | $1.98M | 0.22% | +29+0.5% | Added |
| Atria Investments LLC | 5,465 | $1.98M | 0.04% | −255−4.5% | Reduced |
| Smith, Salley & Associates | 5,555 | $2.01M | 0.16% | +281+5.3% | Added |
| Saturna Capital CORP | 5,689 | $2.06M | 0.04% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 5,857 | $2.12M | 0.90% | −65−1.1% | Reduced |
| Regency Capital Management Inc. | 5,894 | $2.14M | 1.61% | +1,555+35.8% | Added |
| Commerce Bank | 5,930 | $2.15M | 0.02% | −23−0.4% | Reduced |
| Horizon Investments, LLC | 5,957 | $2.16M | 0.06% | +4,155+230.6% | Added |
| Lee Capital Holdings LLC | 5,980 | $2.17M | 1.09% | +370+6.6% | Added |
| Ethic Inc. | 5,982 | $2.17M | 0.26% | +2,080+53.3% | Added |
| Ninety One SA (PTY) Ltd | 5,985 | $2.17M | 0.79% | 00.0% | Unchanged |
| Veritable, L.P. | 6,101 | $2.21M | 0.04% | +1,561+34.4% | Added |
| CX Institutional | 6,325 | $2.29M | 0.19% | −264−4.0% | Reduced |
| Fortem Financial Group, LLC | 6,351 | $2.30M | 1.17% | +794+14.3% | Added |
| Fairbanks Capital Management, Inc. | 6,385 | $2.31M | 1.83% | +185+3.0% | Added |
| Cloverfields Capital Group, LP | 6,473 | $2.35M | 0.68% | +921+16.6% | Added |
| Allstate Corp | 6,552 | $2.37M | 0.08% | −275−4.0% | Reduced |
| Level Four Advisory Services, LLC | 6,614 | $2.40M | 0.17% | +906+15.9% | Added |
| Trust Co of Toledo NA | 6,750 | $2.45M | 0.41% | 00.0% | Unchanged |
| MD Financial Management Inc. | 6,834 | $2.48M | 0.07% | +6,834 | New |
| Ossiam | 6,594 | $2.48M | 0.07% | +6,205+1,595.1% | Added |
| Boston Partners | 6,882 | $2.49M | 0.00% | −13,708−66.6% | Reduced |
| Richard Bernstein Advisors LLC | 6,984 | $2.53M | 0.05% | 00.0% | Unchanged |
| Howland Capital Management LLC | 7,000 | $2.54M | 0.13% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 7,000 | $2.54M | 1.75% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 7,016 | $2.54M | 0.08% | +368+5.5% | Added |
| Bridges Investment Management Inc | 7,038 | $2.55M | 0.08% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,080 | $2.56M | 0.11% | +1,800+34.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,239 | $2.62M | 0.25% | −9,648−57.1% | Reduced |
| Bamco Inc | 7,258 | $2.63M | 0.01% | +569+8.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,311 | $2.65M | 0.05% | +17+0.2% | Added |
| Corient Capital Partners, LLC | 7,363 | $2.67M | 0.19% | −70−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 7,381 | $2.67M | 0.04% | −4−0.1% | Reduced |
| Pendal Group Limited | 7,394 | $2.68M | 0.02% | +7,394 | New |
| Regions Financial Corp | 7,415 | $2.69M | 0.02% | −327−4.2% | Reduced |
| Partners Capital Investment Group, LLP | 7,422 | $2.69M | 0.12% | −650−8.1% | Reduced |
| George Kaiser Family Foundation | 7,473 | $2.71M | 0.44% | −440−5.6% | Reduced |
| Chicago Partners Investment Group LLC | 7,159 | $2.72M | 0.20% | −675−8.6% | Reduced |
| Lincoln Capital LLC | 7,542 | $2.73M | 0.77% | −6−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 7,600 | $2.75M | 0.09% | +1,300+20.6% | Added |
| V Wealth Advisors LLC | 7,620 | $2.76M | 0.44% | +83+1.1% | Added |
| Wealthfront Advisers LLC | 7,643 | $2.77M | 0.01% | +794+11.6% | Added |
| Alps Advisors Inc | 7,734 | $2.80M | 0.02% | −538−6.5% | Reduced |
| Illinois Municipal Retirement Fund | 7,829 | $2.84M | 0.12% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 7,843 | $2.84M | 0.01% | +1,641+26.5% | Added |
| Hennessy Advisors Inc | 8,000 | $2.90M | 0.16% | 00.0% | Unchanged |
| Harbor Advisors LLC | 8,000 | $2.90M | 0.57% | 00.0% | Unchanged |
| Rathbone Brothers plc | 8,018 | $2.90M | 0.03% | −145−1.8% | Reduced |
| MML Investors Services, LLC | 8,022 | $2.91M | 0.02% | +280+3.6% | Added |
| Citadel Investment Advisory, Inc. | 8,139 | $2.95M | 1.82% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,168 | $2.96M | 0.29% | −641−7.3% | Reduced |
| Fiduciary Trust Co | 8,176 | $2.96M | 0.06% | −79−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,342 | $3.02M | 0.01% | +481+6.1% | Added |
| Seascape Capital Management | 8,479 | $3.07M | 1.60% | +119+1.4% | Added |
| Pensionfund Sabic | 8,500 | $3.08M | 0.66% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 8,503 | $3.08M | 0.56% | −818−8.8% | Reduced |
| Equitable Trust Co | 8,661 | $3.14M | 0.20% | −697−7.4% | Reduced |
| BTG Pactual Global Asset Management Ltd | 8,814 | $3.19M | 1.42% | −2,250−20.3% | Reduced |
| Midwest Professional Planners, LTD. | 8,920 | $3.23M | 1.68% | +5,218+141.0% | Added |
| O'Shares Investment Advisers, LLC | 8,938 | $3.24M | 0.23% | +216+2.5% | Added |
| AdvisorNet Financial, Inc | 8,962 | $3.25M | 0.22% | +98+1.1% | Added |
| Daiwa Securities Group Inc. | 8,978 | $3.25M | 0.02% | −2,449−21.4% | Reduced |
| Gabelli Funds LLC | 9,000 | $3.26M | 0.02% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 9,084 | $3.29M | 1.42% | +1,505+19.9% | Added |
| Central Trust Co | 9,116 | $3.30M | 0.12% | +1,649+22.1% | Added |
| Paloma Partners Management Co | 9,370 | $3.40M | 0.09% | +6,189+194.6% | Added |
| Kentucky Retirement Systems | 9,375 | $3.40M | 0.16% | −450−4.6% | Reduced |
| Distillate Capital Partners LLC | 9,560 | $3.46M | 0.96% | +9,560 | New |
| First Republic Investment Management, Inc. | 9,587 | $3.47M | 0.01% | +2,746+40.1% | Added |
| Slow Capital, Inc. | 9,608 | $3.48M | 0.66% | +1,022+11.9% | Added |
| Connable Office Inc | 9,648 | $3.50M | 0.48% | +33+0.3% | Added |
| Kornitzer Capital Management Inc | 9,724 | $3.52M | 0.05% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 9,800 | $3.55M | 0.03% | +7,800+390.0% | Added |
| Capital Insight Partners, LLC | 9,862 | $3.57M | 0.81% | +258+2.7% | Added |
| Greenline Partners, LLC | 9,991 | $3.62M | 0.74% | +385+4.0% | Added |
| Louisiana State Employees Retirement System | 10,000 | $3.62M | 0.09% | 00.0% | Unchanged |
| Sepio Capital, LP | 10,086 | $3.65M | 0.31% | +128+1.3% | Added |
| Creative Planning | 10,094 | $3.66M | 0.01% | −1,210−10.7% | Reduced |
| Cubist Systematic Strategies, LLC | 10,105 | $3.66M | 0.04% | −9,605−48.7% | Reduced |
| Crossmark Global Holdings, Inc. | 10,169 | $3.69M | 0.09% | −397−3.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,218 | $3.70M | 0.20% | −143−1.4% | Reduced |
| Tiaa, FSB | 10,348 | $3.75M | 0.01% | +10,348 | New |
| New Mexico Educational Retirement Board | 10,692 | $3.87M | 0.13% | +500+4.9% | Added |