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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 1,713 | $621.0K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,713 | $621.0K | 0.01% | +454+36.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,699 | $616.0K | 0.01% | −191−10.1% | Reduced |
| Castleview Partners, LLC | 1,682 | $610.0K | 0.27% | +1,682 | New |
| Heartland Bank & Trust Co | 1,669 | $605.0K | 0.56% | −158−8.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,646 | $603.0K | 0.21% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,660 | $602.0K | 0.00% | +46+2.9% | Added |
| Bank of the West | 1,655 | $600.0K | 0.06% | −55−3.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,646 | $596.0K | 0.03% | +657+66.4% | Added |
| Sentry Investment Management LLC | 1,612 | $584.0K | 0.15% | 00.0% | Unchanged |
| Spinnaker Trust | 1,585 | $574.0K | 0.04% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,573 | $570.0K | 0.09% | 00.0% | Unchanged |
| Kendall Capital Management | 1,565 | $567.0K | 0.32% | −10−0.6% | Reduced |
| Gofen & Glossberg LLC | 1,563 | $566.0K | 0.01% | +68+4.5% | Added |
| MAI Capital Management | 1,557 | $564.0K | 0.01% | +8+0.5% | Added |
| NorthCoast Asset Management LLC | 1,544 | $563.0K | 0.02% | −3,656−70.3% | Reduced |
| RMB Capital Management, LLC | 1,551 | $562.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,547 | $561.0K | 0.02% | +152+10.9% | Added |
| Beacon Pointe Advisors, LLC | 1,541 | $558.0K | 0.02% | +1,541 | New |
| Evercore Wealth Management, LLC | 1,505 | $545.0K | 0.01% | −11−0.7% | Reduced |
| Atwood & Palmer Inc | 1,500 | $544.0K | 0.05% | −500−25.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,475 | $534.0K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,475 | $534.0K | 0.11% | 00.0% | Unchanged |
| Argent Trust Co | 1,468 | $532.0K | 0.03% | +38+2.7% | Added |
| Verdence Capital Advisors LLC | 1,466 | $531.0K | 0.07% | +783+114.6% | Added |
| Choate Investment Advisors | 1,459 | $529.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,460 | $529.0K | 0.02% | +150+11.5% | Added |
| Trust Asset Management LLC | 1,459 | $529.0K | 0.07% | +151+11.5% | Added |
| Brave Asset Management Inc | 1,458 | $528.0K | 0.16% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,440 | $522.0K | 0.08% | +260+22.0% | Added |
| Vestmark Advisory Solutions, Inc. | 1,424 | $516.0K | 0.04% | +123+9.5% | Added |
| IFP Advisors, Inc | 1,415 | $514.0K | 0.01% | +94+7.1% | Added |
| Argyle Capital Management Inc. | 1,400 | $507.0K | 0.16% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 1,400 | $507.0K | 0.02% | +359+34.5% | Added |
| Chicago Trust Co NA | 1,400 | $507.0K | 0.12% | +1,400 | New |
| J. W. Coons Advisors, LLC | 1,400 | $506.0K | 0.18% | −200−12.5% | Reduced |
| Maple Capital Management, Inc. | 1,323 | $504.0K | 0.06% | +37+2.9% | Added |
| Cetera Advisor Networks LLC | 1,390 | $504.0K | 0.01% | +176+14.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,389 | $503.0K | 0.12% | −187−11.9% | Reduced |
| BTR Capital Management Inc | 1,376 | $499.0K | 0.06% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,366 | $495.0K | 0.00% | −165−10.8% | Reduced |
| Oppenheimer & Co Inc | 1,363 | $494.0K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 1,360 | $493.0K | 0.20% | −35−2.5% | Reduced |
| Edgestream Partners, L.P. | 1,359 | $492.0K | 0.03% | +1,359 | New |
| Dowling & Yahnke LLC | 1,343 | $487.0K | 0.03% | −23−1.7% | Reduced |
| Cerity Partners LLC | 1,342 | $486.0K | 0.01% | +131+10.8% | Added |
| Stratos Wealth Advisors, LLC | 1,309 | $474.0K | 0.04% | +14+1.1% | Added |
| Value Partners Investments Inc. | 1,298 | $470.0K | 0.04% | +144+12.5% | Added |
| Johnson Investment Counsel Inc | 1,288 | $467.0K | 0.01% | −102−7.3% | Reduced |
| CAPROCK Group, Inc. | 1,283 | $465.0K | 0.04% | +256+24.9% | Added |
| Simplex Trading, LLC | 1,283 | $464.0K | 0.02% | +1,283 | New |
| Tokio Marine Asset Management Co Ltd | 1,271 | $461.0K | 0.04% | −578−31.3% | Reduced |
| Gries Financial LLC | 1,200 | $459.0K | 0.15% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,258 | $456.0K | 0.20% | 00.0% | Unchanged |
| Bellevue Group AG | 1,250 | $453.0K | 0.00% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,230 | $446.0K | 0.02% | +265+27.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,220 | $442.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,200 | $435.0K | 0.05% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 1,200 | $435.0K | 0.04% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,195 | $433.0K | 0.15% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,195 | $433.0K | 0.01% | +223+22.9% | Added |
| People's United Financial, Inc. | 1,193 | $432.0K | 0.01% | +69+6.1% | Added |
| Trust Co of Vermont | 1,174 | $426.0K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,173 | $425.0K | 0.05% | +3+0.3% | Added |
| MACRO Consulting Group | 1,175 | $425.0K | 0.22% | +25+2.2% | Added |
| WSFS Capital Management, LLC | 1,160 | $420.0K | 0.19% | +192+19.8% | Added |
| Sustainable Insight Capital Management, LLC | 1,143 | $414.0K | 0.25% | −30−2.6% | Reduced |
| Cornerstone Advisory, LLC | 1,133 | $411.0K | 0.07% | +100+9.7% | Added |
| Jag Capital Management, LLC | 1,127 | $408.0K | 0.03% | +7+0.6% | Added |
| Regentatlantic Capital LLC | 1,121 | $406.0K | 0.01% | +228+25.5% | Added |
| Wealthsource Partners, LLC | 1,100 | $399.0K | 0.04% | −21−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,102 | $399.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,097 | $397.0K | 0.00% | −32−2.8% | Reduced |
| Moody National Bank Trust Division | 1,088 | $394.0K | 0.01% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 1,070 | $388.0K | 0.13% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,067 | $387.0K | 0.00% | −36−3.3% | Reduced |
| XTX Topco Ltd | 1,064 | $386.0K | 0.13% | +1,064 | New |
| Gyon Technologies Capital Management, LP | 1,058 | $383.0K | 0.13% | +1,058 | New |
| Mark Stevens | 1,055 | $382.0K | 0.04% | −490−31.7% | Reduced |
| Hutner Capital Management Inc | 1,055 | $382.0K | 0.24% | −20−1.9% | Reduced |
| Shelton Capital Management | 1,054 | $382.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,023 | $371.0K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,020 | $370.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,010 | $366.0K | 0.04% | −28−2.7% | Reduced |
| KG&L Capital Management,LLC | 1,006 | $365.0K | 0.17% | −78−7.2% | Reduced |
| Coldstream Capital Management Inc | 1,008 | $365.0K | 0.01% | +100+11.0% | Added |
| Citizens Financial Group Inc | 1,000 | $362.0K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,000 | $362.0K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $362.0K | 0.03% | −2−0.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 998 | $362.0K | 0.10% | +70+7.5% | Added |
| Miracle Mile Advisors, LLC | 997 | $361.0K | 0.02% | +997 | New |
| SRS Capital Advisors, Inc. | 990 | $359.0K | 0.05% | +990 | New |
| Verition Fund Management LLC | 977 | $354.0K | 0.01% | +977 | New |
| D.A. Davidson & Co. | 972 | $352.0K | 0.00% | +81+9.1% | Added |
| Redwood Investment Management, LLC | 968 | $351.0K | 0.06% | −1,936−66.7% | Reduced |
| Roanoke Asset Management Corp | 966 | $350.0K | 0.12% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 955 | $346.0K | 0.03% | −287−23.1% | Reduced |
| Avenir Corp | 955 | $346.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 952 | $345.0K | 0.04% | −93−8.9% | Reduced |
| Baxter Bros Inc | 949 | $344.0K | 0.05% | 00.0% | Unchanged |