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Livermore
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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 2 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, Q3 2021

Institutional positions in Moodys Corp as of Sep 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
976
+51 vs. Q2 2021
Shares held
169.6M
−1.10M (−0.6%) vs. Q2 2021
Total value
$60.2B
−$1.60B (−2.6%) vs. Q2 2021
New holders
101
335 more added
Sold out
50
314 more reduced

18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 976 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: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ3 2021: $60.2B
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 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$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, Q3 2021

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2021.

Institutions holding MCO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Moisand Fitzgerald Tamayo, LLC1$00.00%00.0%Unchanged
JJJ Advisors Inc.1$00.00%+1New
WestEnd Advisors, LLC–$7100.00%––
BBVA USA3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.00K0.00%−1−25.0%Reduced
Concord Wealth Partners3$1.00K0.00%00.0%Unchanged
Country Trust Bank3$1.00K0.00%+3New
Gerber Kawasaki Wealth & Investment Management1$1.00K0.00%+1New
PSI Advisors, LLC3$1.00K0.00%+3New
Bellwether Advisors, LLC4$1.00K0.00%+4New
Cypress Point Wealth Management, LLC2$1.00K0.00%+2New
Global Financial Private Client, LLC4$1.44K0.00%00.0%Unchanged
Gradient Investments LLC5$2.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC6$2.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$2.00K0.00%00.0%Unchanged
Old North State Trust, LLC6$2.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC6$2.00K0.00%+6New
Green Harvest Asset Management LLC235$3.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC9$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC8$3.00K0.00%00.0%Unchanged
Sofos Investments, Inc.11$4.00K0.00%−28−71.8%Reduced
Clean Yield Group10$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC10$4.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.15$5.00K0.00%00.0%Unchanged
Crewe Advisors LLC16$6.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC21$7.00K0.00%+21New
Meridian Wealth Partners, LLC20$7.00K0.00%+20New
Thomas J. Herzfeld Advisors, Inc.22$8.00K0.00%+1+4.8%Added
Smith Group Asset Management, LLC23$8.00K0.00%+23New
Legacy Bridge, LLC25$9.00K0.01%00.0%Unchanged
Versant Capital Management, Inc26$9.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC28$9.94K0.00%00.0%Unchanged
Ancora Advisors, LLC28$10.0K0.00%+28New
Hudock, Inc.32$11.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.32$11.0K0.00%−1−3.0%Reduced
Emfo, LLC34$12.0K0.01%00.0%Unchanged
Leonteq Securities AG36$12.8K0.00%+3+9.1%Added
Corbenic Partners LLC37$13.0K0.00%−13−26.0%Reduced
Financial Management Professionals, Inc.36$13.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.41$14.6K0.01%+2+5.1%Added
Oakworth Capital, Inc.45$16.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC45$16.0K0.00%00.0%Unchanged
MV Capital Management, Inc.46$16.0K0.00%+16+53.3%Added
Consolidated Planning Corp46$16.0K0.01%+46New
Asset Dedication, LLC47$17.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC47$17.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton51$18.0K0.01%+51New
Sterling Investment Advisors, Ltd.54$19.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC53$19.0K0.01%+17+47.2%Added
IronBridge Private Wealth, LLC56$20.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC60$21.0K0.00%00.0%Unchanged
Wesleyan Assurance Society60$21.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC65$23.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC70$25.0K0.00%00.0%Unchanged
D'Orazio & Associates, Inc.74$26.0K0.01%+74New
West Paces Advisors Inc.75$26.6K0.01%00.0%Unchanged
Jones Financial Companies LLLP77$27.0K0.00%−13−14.4%Reduced
Resolute Partners Group75$27.0K0.00%00.0%Unchanged
Earnest Partners LLC78$28.0K0.00%00.0%Unchanged
Ogorek Anthony Joseph84$29.0K0.01%+84New
Sugarloaf Wealth Management, LLC87$31.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP88$31.0K0.01%+88New
Kings Point Capital Management91$32.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors90$32.0K0.00%00.0%Unchanged
Jacobi Capital Management LLC96$34.0K0.00%00.0%Unchanged
Quantbot Technologies LP97$34.0K0.00%+97New
Capital Advisors, Ltd. LLC97$34.0K0.01%+97New
NEXT Financial Group, Inc99$35.0K0.00%+80+421.1%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$35.5K0.04%00.0%Unchanged
GPS Wealth Strategies Group, LLC102$36.0K0.01%+1+1.0%Added
Loomis Sayles & Co L P115$41.0K0.00%+26+29.2%Added
Kempen Capital Management N.V.118$42.0K0.00%+12+11.3%Added
Gemmer Asset Management LLC120$43.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc127$45.0K0.01%+127New
Fred Alger Management, LLC129$46.0K0.00%+129New
Carolinas Wealth Consulting LLC135$48.0K0.01%−37−21.5%Reduced
Cahill Financial Advisors Inc134$48.0K0.01%+134New
Kelly Financial Services LLC157$55.9K0.03%−45,196−99.7%Reduced
Silvant Capital Management LLC157$56.0K0.01%00.0%Unchanged
Glassman Wealth Services159$56.0K0.01%+17+12.0%Added
Barrett Asset Management, LLC160$57.0K0.00%00.0%Unchanged
Private Capital Group, LLC163$58.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC166$58.9K0.01%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.170$60.0K0.06%−60−26.1%Reduced
Jackson, Grant Investment Advisers, Inc.169$60.0K0.03%00.0%Unchanged
Carroll Financial Associates, Inc.180$63.0K0.00%+100+125.0%Added
Johnson Financial Group, Inc.178$63.0K0.00%+178New
Parkside Financial Bank & Trust183$65.0K0.02%+3+1.7%Added
Assetmark, Inc188$67.0K0.00%+112+147.4%Added
Edmond de Rothschild Holding S.A.200$71.0K0.00%−525−72.4%Reduced
M&R Capital Management Inc200$71.0K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.200$71.0K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.200$71.0K0.02%00.0%Unchanged
Center for Financial Planning, Inc.199$71.0K0.02%00.0%Unchanged
Rockbridge Investment Management, LCC200$71.0K0.01%00.0%Unchanged
Spire Wealth Management210$75.0K0.00%−17−7.5%Reduced
Kowal Investment Group, LLC214$76.0K0.02%+214New
Newfound Research LLC216$77.0K0.12%−54−20.0%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital222$79.0K0.00%+222New
Compagnie Lombard Odier SCmA225$80.0K0.00%00.0%Unchanged