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; 1,415 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 |
|---|---|---|---|---|---|
| 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 |
| Richard Bernstein Advisors LLC | 6,984 | $2.53M | 0.05% | 00.0% | Unchanged |
| Boston Partners | 6,882 | $2.49M | 0.00% | −13,708−66.6% | Reduced |
| Ossiam | 6,594 | $2.48M | 0.07% | +6,205+1,595.1% | Added |
| MD Financial Management Inc. | 6,834 | $2.48M | 0.07% | +6,834 | New |
| Trust Co of Toledo NA | 6,750 | $2.45M | 0.41% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 6,614 | $2.40M | 0.17% | +906+15.9% | Added |
| Allstate Corp | 6,552 | $2.37M | 0.08% | −275−4.0% | Reduced |
| Cloverfields Capital Group, LP | 6,473 | $2.35M | 0.68% | +921+16.6% | Added |
| Fairbanks Capital Management, Inc. | 6,385 | $2.31M | 1.83% | +185+3.0% | Added |
| Fortem Financial Group, LLC | 6,351 | $2.30M | 1.17% | +794+14.3% | Added |
| CX Institutional | 6,325 | $2.29M | 0.19% | −264−4.0% | Reduced |
| Veritable, L.P. | 6,101 | $2.21M | 0.04% | +1,561+34.4% | Added |
| Ninety One SA (PTY) Ltd | 5,985 | $2.17M | 0.79% | 00.0% | Unchanged |
| Ethic Inc. | 5,982 | $2.17M | 0.26% | +2,080+53.3% | Added |
| Lee Capital Holdings LLC | 5,980 | $2.17M | 1.09% | +370+6.6% | Added |
| Horizon Investments, LLC | 5,957 | $2.16M | 0.06% | +4,155+230.6% | Added |
| Commerce Bank | 5,930 | $2.15M | 0.02% | −23−0.4% | Reduced |
| Regency Capital Management Inc. | 5,894 | $2.14M | 1.61% | +1,555+35.8% | Added |
| Ativo Capital Management LLC | 5,857 | $2.12M | 0.90% | −65−1.1% | Reduced |
| Saturna Capital CORP | 5,689 | $2.06M | 0.04% | 00.0% | Unchanged |
| Smith, Salley & Associates | 5,555 | $2.01M | 0.16% | +281+5.3% | Added |
| Atria Investments LLC | 5,465 | $1.98M | 0.04% | −255−4.5% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,452 | $1.98M | 0.22% | +29+0.5% | Added |
| Westbourne Investment Advisors, Inc. | 5,424 | $1.97M | 0.89% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 5,421 | $1.96M | 0.01% | −3−0.1% | Reduced |
| Private Advisor Group, LLC | 5,413 | $1.96M | 0.02% | +463+9.4% | Added |
| Advisor Partners LLC | 5,410 | $1.96M | 0.13% | +93+1.7% | Added |
| Transcend Wealth Collective, LLC | 5,395 | $1.96M | 0.28% | +5,395 | New |
| JustInvest LLC | 5,217 | $1.89M | 0.20% | +2,665+104.4% | Added |
| Twin Tree Management, LP | 5,212 | $1.89M | 0.06% | +4,345+501.2% | Added |
| Squarepoint Ops LLC | 5,195 | $1.88M | 0.01% | −8,661−62.5% | Reduced |
| Huntington National Bank | 5,183 | $1.88M | 0.02% | −5−0.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,176 | $1.88M | 0.02% | +1,287+33.1% | Added |
| Blue Fin Capital, Inc. | 5,128 | $1.86M | 0.57% | +184+3.7% | Added |
| Cigna Investments Inc | 5,107 | $1.85M | 0.13% | −749−12.8% | Reduced |
| Cypress Capital Group | 5,053 | $1.83M | 0.25% | +40+0.8% | Added |
| Avestar Capital, LLC | 5,049 | $1.83M | 0.35% | +1,642+48.2% | Added |
| Glenview Trust Co | 5,000 | $1.81M | 0.07% | 00.0% | Unchanged |
| SRN Advisors, LLC | 4,975 | $1.80M | 0.61% | −267−5.1% | Reduced |
| Norinchukin Bank, The | 4,904 | $1.78M | 0.03% | −78−1.6% | Reduced |
| 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 |
| Ingalls & Snyder LLC | 4,886 | $1.77M | 0.08% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 4,747 | $1.72M | 0.20% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,691 | $1.70M | 0.10% | +254+5.7% | Added |
| Cetera Investment Advisers | 4,682 | $1.70M | 0.03% | +814+21.0% | Added |
| Capital Planning Advisors, LLC | 4,634 | $1.68M | 0.34% | −29−0.6% | Reduced |
| Bryn Mawr Trust Co | 4,623 | $1.68M | 0.06% | 00.0% | Unchanged |
| Sciencast Management LP | 4,478 | $1.67M | 0.35% | +4,478 | New |
| Rossmore Private Capital | 4,600 | $1.67M | 0.29% | 00.0% | Unchanged |
| IBM Retirement Fund | 4,574 | $1.66M | 0.13% | −921−16.8% | Reduced |
| CIBC World Markets Inc. | 4,529 | $1.64M | 0.00% | +64+1.4% | Added |
| TriaGen Wealth Management LLC | 4,185 | $1.57M | 0.81% | −4,247−50.4% | Reduced |
| Inverness Counsel LLC | 4,330 | $1.57M | 0.06% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 4,310 | $1.56M | 0.38% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,309 | $1.56M | 0.01% | +4,309 | New |
| Mercer Global Advisors Inc | 4,229 | $1.53M | 0.01% | +704+20.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,190 | $1.52M | 0.16% | −301−6.7% | Reduced |
| Ergoteles LLC | 4,170 | $1.51M | 0.03% | −16,160−79.5% | Reduced |
| Achmea Investment Management B.V. | 4,139 | $1.50M | 0.05% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 4,071 | $1.48M | 0.02% | −102−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,067 | $1.47M | 0.04% | −8,614−67.9% | Reduced |
| 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 |
| Roundview Capital LLC | 4,033 | $1.46M | 0.16% | +611+17.9% | Added |
| Castellan Group, LLC | 4,018 | $1.46M | 0.61% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,017 | $1.46M | 0.04% | +153+4.0% | Added |
| 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 |
| Captrust Financial Advisors | 3,987 | $1.45M | 0.01% | −373−8.6% | Reduced |
| Marshall Financial Group LLC | 3,956 | $1.43M | 0.77% | −721−15.4% | Reduced |
| BP PLC | 3,939 | $1.43M | 0.06% | −1,608−29.0% | Reduced |
| Ballentine Partners, LLC | 3,932 | $1.43M | 0.05% | −3−0.1% | Reduced |
| Sandy Spring Bank | 3,909 | $1.42M | 0.08% | −280−6.7% | Reduced |
| Brewin Dolphin Ltd | 3,803 | $1.38M | 0.06% | +1,489+64.3% | Added |
| Regal Investment Advisors LLC | 3,733 | $1.35M | 0.14% | +3,733 | New |
| Essex Savings Bank | 4,032 | $1.35M | 0.52% | −102−2.5% | Reduced |
| Exchange Capital Management, Inc. | 3,708 | $1.34M | 0.26% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,700 | $1.34M | 0.59% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 3,696 | $1.34M | 0.37% | +133+3.7% | Added |
| AdvisorShares Investments LLC | 3,684 | $1.33M | 0.18% | +210+6.0% | Added |
| Whittier Trust Co of Nevada Inc | 3,673 | $1.33M | 0.06% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 3,639 | $1.33M | 0.68% | −701−16.2% | Reduced |
| Okabena Investment Services Inc | 3,656 | $1.32M | 0.62% | −236−6.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,650 | $1.32M | 0.50% | −4,200−53.5% | Reduced |
| Virtu Financial LLC | 3,626 | $1.31M | 0.13% | +3,626 | New |
| Claar Advisors LLC | 3,600 | $1.30M | 0.39% | 00.0% | Unchanged |
| World Asset Management Inc | 3,587 | $1.30M | 0.12% | −129−3.5% | Reduced |
| Lido Advisors, LLC | 3,577 | $1.30M | 0.03% | −98−2.7% | Reduced |
| Vestcor Inc | 3,556 | $1.29M | 0.04% | −181−4.8% | Reduced |
| Greenleaf Trust | 3,440 | $1.25M | 0.02% | +232+7.2% | Added |
| National Asset Management, Inc. | 3,435 | $1.25M | 0.04% | +414+13.7% | Added |
| 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 |
| Quest Investment Management LLC | 3,416 | $1.24M | 0.11% | −860−20.1% | Reduced |
| Change Path, LLC | 3,408 | $1.24M | 0.08% | +233+7.3% | Added |
| Human Investing LLC | 3,403 | $1.23M | 0.30% | −96−2.7% | Reduced |
| Hills Bank & Trust Co | 3,393 | $1.23M | 0.19% | 00.0% | Unchanged |