Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2021: 943 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,208 institutionsQ4 2024: 1,302 institutionsQ1 2025: 1,314 institutionsQ2 2025: 1,346 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,424 institutionsQ1 2026: 1,386 institutionsQ2 2026: 1,414 institutions
Value heldQ2 2021: $62.0B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,414$71.7B
Q1 20261,386$70.1B
Q4 20251,424$83.1B
Q3 20251,337$77.0B
Q2 20251,346$82.9B
Q1 20251,314$77.5B
Q4 20241,302$78.2B
Q3 20241,208$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2021.

Institutions holding MCO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Consulate Inc.582$211.0K0.08%+582New
First Foundation Advisors577$209.0K0.01%+577New
Institute for Wealth Management, LLC.575$208.0K0.04%+575New
Treybourne Wealth Planners, Inc.570$207.0K0.13%+570New
1st Source Bank560$203.0K0.01%+560New
Fieldpoint Private Securities, LLC505$192.0K0.04%−20−3.8%Reduced
Berman Capital Advisors, LLC480$173.0K0.03%+40+9.1%Added
Ellevest, Inc.472$171.0K0.02%+2+0.4%Added
Belpointe Asset Management LLC458$166.0K0.01%+458New
Fukoku Mutual Life Insurance Co450$163.0K0.01%00.0%Unchanged
Manchester Capital Management LLC431$156.0K0.02%+18+4.4%Added
Covington Capital Management425$154.0K0.01%−4−0.9%Reduced
Exchange Traded Concepts, LLC410$149.0K0.00%−133−24.5%Reduced
C M Bidwell & Associates Ltd406$147.0K0.10%+6+1.5%Added
State of Wyoming403$146.0K0.09%+41+11.3%Added
Sonora Investment Management, LLC400$145.0K0.02%00.0%Unchanged
First Pacific Advisors, LP385$140.0K0.00%00.0%Unchanged
First Mercantile Trust Co384$139.0K0.02%−60−13.5%Reduced
MCF Advisors LLC378$137.0K0.01%−38−9.1%Reduced
Centaurus Financial, Inc.377$137.0K0.01%+377New
JNBA Financial Advisors350$127.0K0.02%00.0%Unchanged
BerganKDV Wealth Management, LLC350$127.0K0.02%00.0%Unchanged
Cascade Investment Advisors, Inc.350$126.8K0.08%00.0%Unchanged
American National Bank349$126.0K0.03%+152+77.2%Added
True Link Financial Advisors, LLC8$124.0K0.02%––
Lindbrook Capital, LLC308$112.0K0.03%+9+3.0%Added
South State Corp.305$111.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.300$110.0K0.00%−11−3.5%Reduced
Salem Investment Counselors Inc303$110.0K0.01%00.0%Unchanged
TD Private Client Wealth LLC303$109.8K0.00%+7+2.4%Added
U S Global Investors Inc300$109.0K0.00%00.0%Unchanged
Your Advocates Ltd., LLP300$109.0K0.07%00.0%Unchanged
TCI Wealth Advisors, Inc.294$107.0K0.02%+5+1.7%Added
CVA Family Office, LLC295$107.0K0.03%+95+47.5%Added
Hexagon Capital Partners LLC285$103.0K0.03%+7+2.5%Added
Harvest Fund Management Co., Ltd281$102.0K0.01%+51+22.2%Added
Newfound Research LLC270$98.0K0.19%+44+19.5%Added
KB Financial Partners, LLC269$97.0K0.04%−214−44.3%Reduced
Resources Management Corp266$96.0K0.01%00.0%Unchanged
Lloyd Advisory Services, LLC.265$96.0K0.05%+76+40.2%Added
Deseret Mutual Benefit Administrators261$95.0K0.02%+261New
Kistler-Tiffany Companies, LLC250$91.0K0.02%+250New
TFC Financial Management243$88.0K0.03%00.0%Unchanged
North Star Investment Management Corp.240$87.0K0.01%00.0%Unchanged
Green Harvest Asset Management LLC235$85.0K0.02%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.230$83.0K0.62%+230New
Spire Wealth Management227$82.0K0.00%−412−64.5%Reduced
Compagnie Lombard Odier SCmA225$82.0K0.00%+225New
Harbor Investment Advisory, LLC205$74.0K0.01%00.0%Unchanged
Center for Financial Planning, Inc.199$72.0K0.02%−51−20.4%Reduced
Benjamin F. Edwards & Company, Inc.200$72.0K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.200$72.0K0.03%00.0%Unchanged
M&R Capital Management Inc200$72.0K0.02%00.0%Unchanged
Rockbridge Investment Management, LCC200$72.0K0.01%+20+11.1%Added
Perennial Advisors, LLC190$69.0K0.02%−55−22.4%Reduced
Prestige Wealth Management Group LLC190$69.0K0.02%+171+900.0%Added
Parkside Financial Bank & Trust180$65.0K0.02%+14+8.4%Added
Carolinas Wealth Consulting LLC172$62.0K0.01%−59−25.5%Reduced
Jackson, Grant Investment Advisers, Inc.169$61.0K0.03%00.0%Unchanged
Acadian Asset Management LLC167$61.0K0.00%+167New
Atlas Capital Advisors LLC166$60.2K0.01%+10+6.4%Added
Private Capital Group, LLC163$59.0K0.01%00.0%Unchanged
Barrett Asset Management, LLC160$58.0K0.00%00.0%Unchanged
Silvant Capital Management LLC157$57.0K0.01%00.0%Unchanged
Glassman Wealth Services142$51.0K0.01%+10+7.6%Added
Gemmer Asset Management LLC120$43.0K0.01%00.0%Unchanged
Parisi Gray Wealth Management113$41.0K0.02%+113New
Capitolis Advisors LLC105$38.0K0.00%−63,858−99.8%Reduced
Kempen Capital Management N.V.106$38.0K0.00%+49+86.0%Added
GPS Wealth Strategies Group, LLC101$37.0K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$36.2K0.04%+100New
Jacobi Capital Management LLC96$35.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP90$33.0K0.00%00.0%Unchanged
Kings Point Capital Management91$33.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P89$32.0K0.00%+3+3.5%Added
Sugarloaf Wealth Management, LLC87$32.0K0.01%00.0%Unchanged
Arkadios Wealth Advisors90$32.0K0.00%+78+650.0%Added
Farmers & Merchants Investments Inc85$31.0K0.00%00.0%Unchanged
Assetmark, Inc76$28.0K0.00%−15,982−99.5%Reduced
Enterprise Financial Services Corp76$28.0K0.00%00.0%Unchanged
Earnest Partners LLC78$28.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.80$28.0K0.00%+7+9.6%Added
West Paces Advisors Inc.75$27.2K0.01%00.0%Unchanged
Resolute Partners Group75$27.0K0.00%00.0%Unchanged
HWG Holdings LP69$25.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC70$25.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC65$24.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC60$22.0K0.00%00.0%Unchanged
Wesleyan Assurance Society60$22.0K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC56$20.0K0.01%00.0%Unchanged
Sterling Investment Advisors, Ltd.54$20.0K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.55$20.0K0.00%+55New
First Horizon Advisors, Inc.52$18.0K0.00%−96−64.9%Reduced
Corbenic Partners LLC50$18.0K0.00%00.0%Unchanged
Asset Dedication, LLC47$17.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC47$17.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.45$16.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC45$16.0K0.00%+13+40.6%Added
Sutton Wealth Advisors Inc.39$14.1K0.01%00.0%Unchanged
Sofos Investments, Inc.39$14.0K0.01%00.0%Unchanged