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 |
|---|---|---|---|---|---|
| Pettee Investors, Inc. | 946 | $343.0K | 0.16% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 947 | $343.0K | 0.19% | +1+0.1% | Added |
| Fayez Sarofim & Co | 932 | $338.0K | 0.00% | −250−21.2% | Reduced |
| 4J Wealth Management LLC | 931 | $337.0K | 0.29% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 926 | $336.0K | 0.00% | −537−36.7% | Reduced |
| Charter Trust Co | 925 | $336.0K | 0.03% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 916 | $332.0K | 0.05% | +200+27.9% | Added |
| Doyle Wealth Management | 908 | $329.0K | 0.03% | −10−1.1% | Reduced |
| Pitcairn Co | 900 | $326.0K | 0.02% | −60−6.3% | Reduced |
| Massmutual Trust Co FSB | 899 | $326.0K | 0.01% | +130+16.9% | Added |
| Axiom Financial Strategies, LLC | 884 | $320.0K | 0.15% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 874 | $317.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 873 | $316.0K | 0.02% | +2+0.2% | Added |
| Sand Hill Global Advisors, LLC | 864 | $313.0K | 0.02% | +54+6.7% | Added |
| Gladstone Institutional Advisory LLC | 862 | $312.0K | 0.04% | +862 | New |
| Abacus Planning Group, Inc. | 857 | $311.0K | 0.09% | −340−28.4% | Reduced |
| Jefferies Group LLC | 853 | $309.1K | 0.01% | −17,741−95.4% | Reduced |
| Synovus Financial Corp | 850 | $308.0K | 0.00% | +5+0.6% | Added |
| American Portfolios Advisors | 840 | $304.6K | 0.01% | +107+14.6% | Added |
| CWM, LLC | 838 | $304.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 839 | $304.0K | 0.17% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 830 | $301.0K | 0.00% | −180−17.8% | Reduced |
| RFG Advisory, LLC | 817 | $296.0K | 0.03% | −157−16.1% | Reduced |
| NewEdge Wealth, LLC | 818 | $296.0K | 0.02% | +1+0.1% | Added |
| Baldwin Brothers Inc | 815 | $295.0K | 0.03% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 810 | $294.0K | 0.08% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 810 | $294.0K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $290.0K | 0.05% | 00.0% | Unchanged |
| Veritas Investment Management (UK) Ltd | 795 | $288.0K | 0.05% | −150−15.9% | Reduced |
| Harbour Investments, Inc. | 791 | $287.0K | 0.01% | +204+34.8% | Added |
| GSB Wealth Management, LLC | 788 | $286.0K | 0.09% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 786 | $285.0K | 0.03% | −104−11.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 783 | $284.0K | 0.07% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 783 | $284.0K | 0.07% | +783 | New |
| Cozad Asset Management Inc | 780 | $283.0K | 0.04% | −200−20.4% | Reduced |
| Birch Hill Investment Advisors LLC | 770 | $279.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 767 | $278.0K | 0.07% | +767 | New |
| Valeo Financial Advisors, LLC | 764 | $277.0K | 0.02% | −4−0.5% | Reduced |
| Lincoln National Corp | 759 | $275.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 760 | $275.0K | 0.04% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 758 | $274.7K | 0.06% | +300+65.5% | Added |
| Williams Jones Wealth Management, LLC. | 757 | $274.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 758 | $274.0K | 0.02% | +3+0.4% | Added |
| Centiva Capital, LP | 757 | $274.0K | 0.02% | +757 | New |
| Collective Family Office LLC | 754 | $273.0K | 0.12% | 00.0% | Unchanged |
| Intersect Capital LLC | 752 | $273.0K | 0.05% | +32+4.4% | Added |
| McLean Asset Management Corp | 719 | $272.0K | 0.12% | 00.0% | Unchanged |
| Seeyond | 745 | $269.0K | 0.03% | +4+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 743 | $269.0K | 0.01% | +32+4.5% | Added |
| Wedbush Securities Inc | 739 | $268.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 739 | $268.0K | 0.06% | 00.0% | Unchanged |
| Simmons Bank | 730 | $265.0K | 0.02% | +36+5.2% | Added |
| Edmond de Rothschild Holding S.A. | 725 | $263.0K | 0.01% | −3,570−83.1% | Reduced |
| Calamos Wealth Management LLC | 725 | $263.0K | 0.02% | +28+4.0% | Added |
| Investment House LLC | 720 | $260.0K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 712 | $258.0K | 0.04% | −3−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 674 | $258.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 706 | $256.0K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 703 | $255.0K | 0.04% | −16−2.2% | Reduced |
| Mayfair Advisory Group, LLC | 700 | $254.0K | 0.40% | 00.0% | Unchanged |
| Wechter Feldman Wealth Management, Inc. | 696 | $252.0K | 0.18% | 00.0% | Unchanged |
| Ferris Capital, LLC | 693 | $251.0K | 0.10% | −2,417−77.7% | Reduced |
| Total Wealth Planning, LLC | 693 | $251.0K | 0.10% | +693 | New |
| Guyasuta Investment Advisors Inc | 686 | $249.0K | 0.02% | 00.0% | Unchanged |
| Putnam Investments LLC | 678 | $248.0K | 0.00% | 00.0% | Unchanged |
| Little House Capital LLC | 685 | $248.0K | 0.13% | +685 | New |
| Pinnacle Wealth Planning Services, Inc. | 680 | $246.0K | 0.06% | +1+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 675 | $245.0K | 0.02% | +675 | New |
| Covenant Multifamily Offices, LLC | 677 | $245.0K | 0.04% | +677 | New |
| Associated Banc-Corp | 673 | $244.0K | 0.01% | −347−34.0% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 663 | $241.0K | 0.13% | 00.0% | Unchanged |
| Caldwell Trust Co | 660 | $239.2K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 660 | $239.0K | 0.07% | +660 | New |
| TAP Consulting, LLC | 649 | $235.0K | 0.07% | +649 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 646 | $234.0K | 0.00% | +11+1.7% | Added |
| Affinity Wealth Management LLC | 610 | $231.0K | 0.05% | −11−1.8% | Reduced |
| Aigen Investment Management, LP | 635 | $230.0K | 0.04% | −2,794−81.5% | Reduced |
| FinTrust Capital Advisors, LLC | 634 | $230.0K | 0.06% | 00.0% | Unchanged |
| Scotia Capital Inc. | 622 | $225.0K | 0.00% | −175−22.0% | Reduced |
| Quadrant Capital Group LLC | 622 | $225.0K | 0.03% | +52+9.1% | Added |
| Buckingham Strategic Wealth, LLC | 617 | $224.0K | 0.01% | +617 | New |
| HCR Wealth Advisors | 612 | $222.0K | 0.04% | +612 | New |
| Red Wave Investments LLC | 612 | $222.0K | 0.08% | +612 | New |
| TD Ameritrade Investment Management, LLC | 611 | $221.0K | 0.00% | +158+34.9% | Added |
| Penserra Capital Management LLC | 614 | $221.0K | 0.00% | +205+50.1% | Added |
| Hancock Whitney Corp | 610 | $221.0K | 0.01% | +610 | New |
| EWG Elevate Inc. | 601 | $220.0K | 0.09% | +601 | New |
| Middleton & Co Inc | 602 | $218.0K | 0.02% | +602 | New |
| Estabrook Capital Management | 600 | $217.4K | 0.03% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 600 | $217.0K | 0.06% | +600 | New |
| Burke & Herbert Bank & Trust Co | 600 | $217.0K | 0.14% | +600 | New |
| Cullinan Associates Inc | 600 | $217.0K | 0.01% | +600 | New |
| First National Bank & Trust Co of Newtown | 600 | $217.0K | 0.04% | +600 | New |
| EagleClaw Capital Managment, LLC | 600 | $217.0K | 0.06% | +600 | New |
| Teamwork Financial Advisors, LLC | 599 | $217.0K | 0.04% | +599 | New |
| Riverview Trust Co | 597 | $216.0K | 0.23% | 00.0% | Unchanged |
| Brookstone Capital Management | 576 | $216.0K | 0.00% | +576 | New |
| Highland Private Wealth Management | 595 | $215.0K | 0.03% | +595 | New |
| Engineers Gate Manager LP | 590 | $214.0K | 0.01% | +590 | New |
| Financial Consulate, Inc | 582 | $211.0K | 0.08% | +582 | New |