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 3 sales; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 36 | $14.0K | 0.01% | +36 | New |
| Hexavest Inc. | 37 | $13.0K | 0.00% | −4,218−99.1% | Reduced |
| Financial Management Professionals, Inc. | 36 | $13.0K | 0.00% | +5+16.1% | Added |
| Emfo, LLC | 34 | $12.0K | 0.01% | +34 | New |
| Leonteq Securities AG | 33 | $12.0K | 0.00% | −40−54.8% | Reduced |
| Hudock, Inc. | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 33 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $11.0K | 0.00% | +24+400.0% | Added |
| Raffa Wealth Management, LLC | 28 | $10.1K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $9.00K | 0.00% | +1+4.0% | Added |
| Smith Asset Management Group LP | 21 | $8.00K | 0.00% | −4−16.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 21 | $8.00K | 0.00% | +6+40.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 28 | $8.00K | 0.00% | +28 | New |
| Trustcore Financial Services, LLC | 20 | $7.00K | 0.00% | +20 | New |
| Crewe Advisors LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 19 | $6.00K | 0.00% | +10+111.1% | Added |
| Red Door Wealth Management, LLC | 18 | $6.00K | 0.00% | +18 | New |
| Tarbox Family Office, Inc. | 15 | $5.00K | 0.00% | −1−6.3% | Reduced |
| FormulaFolio Investments, LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 10 | $4.00K | 0.00% | +10 | New |
| Paragon Wealth Strategies, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Lenox Wealth Advisors, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5 | $2.00K | 0.00% | −1,349−99.6% | Reduced |
| Gradient Investments LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $1.46K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 3 | $1.00K | 0.00% | +3 | New |
| Strategic Blueprint, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $724 | 0.00% | – | New |
| Kelly Financial Services LLC | 45,353 | $125 | 0.00% | +45,332+215,866.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1 | $0 | 0.00% | −66−98.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,327 | – | – | +1,687+263.6% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −1,716,016−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −53,642−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −28,057−100.0% | Sold out |
| CQS (US), LLC | 0 | $0 | 0.00% | −22,916−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,010−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,365−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −11,618−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −10,186−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,995−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,825−100.0% | Sold out |
| White Square Capital LLP | 0 | $0 | 0.00% | −6,542−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −6,035−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,554−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −5,352−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Dash Acquisitions Inc. | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Regent Investment Management LLC | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Usca Ria LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,247−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −51−100.0% | Sold out |