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 |
|---|---|---|---|---|---|
| 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 |
| Asset Management Group, Inc. | 3,364 | $1.22M | 0.25% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,320 | $1.20M | 0.17% | −110−3.2% | Reduced |
| Cresset Asset Management, LLC | 3,310 | $1.20M | 0.02% | +432+15.0% | Added |
| Signaturefd, LLC | 3,297 | $1.20M | 0.05% | −109−3.2% | Reduced |
| Brave Warrior Advisors, LLC | 3,279 | $1.19M | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,270 | $1.19M | 0.05% | −160−4.7% | Reduced |
| Telemus Capital, LLC | 3,267 | $1.18M | 0.09% | +310+10.5% | Added |
| Live Oak Private Wealth LLC | 3,257 | $1.18M | 0.26% | +96+3.0% | Added |
| HM Payson & Co | 3,249 | $1.18M | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,200 | $1.16M | 0.06% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 3,190 | $1.16M | 0.18% | −65−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,172 | $1.15M | 0.02% | +1,349+74.0% | Added |
| Keebeck Wealth Management, LLC | 3,124 | $1.13M | 0.16% | +403+14.8% | Added |
| Ironwood Investment Counsel, LLC | 3,109 | $1.13M | 0.30% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,056 | $1.11M | 0.05% | −1,081−26.1% | Reduced |
| Meitav Dash Investments Ltd | 2,910 | $1.06M | 0.03% | +530+22.3% | Added |
| Moloney Securities Asset Management, LLC | 2,900 | $1.05M | 0.19% | −128−4.2% | Reduced |
| Smithfield Trust Co | 2,870 | $1.04M | 0.07% | +500+21.1% | Added |
| Bahl & Gaynor Inc | 2,866 | $1.04M | 0.01% | 00.0% | Unchanged |
| Tdam USA Inc. | 2,717 | $1.02M | 0.06% | −22−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,754 | $998.0K | 0.02% | −385−12.3% | Reduced |
| Advisory Services Network, LLC | 2,732 | $990.0K | 0.03% | −308−10.1% | Reduced |
| Encompass Wealth Advisors, LLC | 2,700 | $978.0K | 0.24% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 2,687 | $974.0K | 0.07% | +18+0.7% | Added |
| IndexIQ Advisors LLC | 2,672 | $968.0K | 0.03% | +68+2.6% | Added |
| Ieq Capital, LLC | 2,659 | $963.0K | 0.03% | +525+24.6% | Added |
| GWM Advisors LLC | 2,630 | $953.0K | 0.03% | −158−5.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,627 | $952.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Quantitative Investment Management, LLC | 2,607 | $944.0K | 0.09% | −4,928−65.4% | Reduced |
| Rodgers Brothers Inc. | 2,600 | $942.0K | 0.18% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,589 | $938.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 2,570 | $931.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,559 | $927.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,559 | $927.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,514 | $911.0K | 0.02% | −2,484−49.7% | Reduced |
| Capital Analysts, LLC | 2,485 | $900.0K | 0.06% | −132−5.0% | Reduced |
| Profund Advisors LLC | 2,480 | $898.0K | 0.03% | −87−3.4% | Reduced |
| Azzad Asset Management Inc | 2,464 | $893.0K | 0.13% | −330−11.8% | Reduced |
| Pacific Global Investment Management CO | 2,458 | $891.0K | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,426 | $879.0K | 0.00% | −1,673−40.8% | Reduced |
| D.B. Root & Company, LLC | 2,423 | $878.0K | 0.33% | +1,092+82.0% | Added |
| Rockland Trust Co | 2,420 | $877.0K | 0.06% | −57−2.3% | Reduced |
| Cumberland Partners Ltd | 2,400 | $870.0K | 0.07% | −1,350−36.0% | Reduced |
| Park Avenue Securities LLC | 2,397 | $869.0K | 0.02% | +266+12.5% | Added |
| PFG Advisors | 2,395 | $868.0K | 0.10% | −30−1.2% | Reduced |
| Toroso Investments, LLC | 2,393 | $867.0K | 0.03% | +845+54.6% | Added |
| Caxton Corp | 2,382 | $863.0K | 0.59% | +1,020+74.9% | Added |
| HighPoint Advisor Group LLC | 2,369 | $858.0K | 0.09% | +427+22.0% | Added |
| Rice Hall James & Associates, LLC | 2,366 | $857.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,362 | $856.0K | 0.02% | +2,362 | New |
| Lake Street Advisors Group, LLC | 2,250 | $853.0K | 0.06% | +22+1.0% | Added |
| 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 |
| SG Americas Securities, LLC | 2,307 | $836.0K | 0.00% | −16,817−87.9% | Reduced |
| Cipher Capital LP | 2,302 | $834.0K | 0.46% | +2,302 | New |
| Whittier Trust Co | 2,286 | $829.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,266 | $821.0K | 0.01% | −61,909−96.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,227 | $807.0K | 0.03% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,221 | $805.0K | 0.33% | +133+6.4% | 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 |
| Boston Private Wealth LLC | 2,156 | $781.0K | 0.01% | +504+30.5% | Added |
| Range Financial Group LLC | 2,148 | $778.0K | 0.57% | +335+18.5% | Added |
| Clarius Group, LLC | 2,136 | $774.0K | 0.07% | +32+1.5% | Added |
| Old National Bancorp | 2,106 | $763.0K | 0.03% | −5−0.2% | Reduced |
| 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 |
| Jump Financial, LLC | 2,071 | $751.0K | 0.07% | +876+73.3% | Added |
| Red Cedar Capital, LLC | 2,070 | $750.0K | 0.47% | 00.0% | Unchanged |
| Key Financial Inc | 1,970 | $741.0K | 0.41% | +40+2.1% | Added |
| Waldron Private Wealth LLC | 2,026 | $734.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,014 | $730.0K | 0.00% | −205−9.2% | Reduced |
| Sunflower Bank, N.A. | 2,004 | $726.0K | 0.11% | −33−1.6% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $725.0K | 0.26% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,995 | $723.0K | 0.03% | +130+7.0% | Added |
| Fishman Jay A Ltd | 1,925 | $697.6K | 0.09% | −39−2.0% | Reduced |
| Empirical Finance, LLC | 1,920 | $696.0K | 0.11% | +270+16.4% | Added |
| Riversedge Advisors, LLC | 1,912 | $693.0K | 0.25% | 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 |
| WMS Partners, LLC | 1,890 | $685.0K | 0.10% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,890 | $684.0K | 0.06% | +1,890 | New |
| Symmetry Partners, LLC | 1,881 | $682.0K | 0.05% | 00.0% | Unchanged |
| Madden Securities Corp | 1,865 | $676.0K | 0.35% | 00.0% | Unchanged |
| IMS Capital Management | 1,860 | $674.0K | 0.40% | 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 |
| Legacy Private Trust Co. | 1,846 | $669.0K | 0.06% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,821 | $660.0K | 0.04% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $654.0K | 0.27% | – | – |
| 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 |
| Proequities, Inc. | 1,783 | $646.0K | 0.04% | +1,013+131.6% | Added |
| Credential Qtrade Securities Inc. | 1,772 | $642.1K | 0.05% | +707+66.4% | Added |
| Ashfield Capital Partners, LLC | 1,769 | $641.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,721 | $623.6K | 0.03% | +11+0.6% | Added |