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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 224 | $80.0K | 0.00% | +139+163.5% | Added |
| Prestige Wealth Management Group LLC | 234 | $83.0K | 0.02% | +44+23.2% | Added |
| PFG Private Wealth Management, LLC | 233 | $83.0K | 0.05% | +233 | New |
| North Star Investment Management Corp. | 240 | $85.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 243 | $86.0K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 250 | $89.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 266 | $94.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $94.0K | 0.01% | +264 | New |
| Harbor Investment Advisory, LLC | 272 | $97.0K | 0.01% | +67+32.7% | Added |
| Hexagon Capital Partners LLC | 282 | $100.0K | 0.03% | −3−1.1% | Reduced |
| Trustcore Financial Services, LLC | 286 | $102.0K | 0.01% | +266+1,330.0% | Added |
| Geneos Wealth Management Inc. | 300 | $107.0K | 0.00% | 00.0% | Unchanged |
| U S Global Investors Inc | 300 | $107.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $107.0K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 302 | $107.0K | 0.00% | +302 | New |
| South State Corp. | 305 | $108.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 303 | $108.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 304 | $108.0K | 0.02% | +10+3.4% | Added |
| TD Private Client Wealth LLC | 313 | $111.1K | 0.00% | +10+3.3% | Added |
| Lindbrook Capital, LLC | 317 | $113.0K | 0.03% | +9+2.9% | Added |
| Partners Capital Investment Group, LLP | 345 | $123.0K | 0.01% | −7,077−95.4% | Reduced |
| State of Wyoming | 345 | $123.0K | 0.08% | −58−14.4% | Reduced |
| True Link Financial Advisors, LLC | 8 | $123.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 350 | $124.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 350 | $124.3K | 0.08% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 355 | $126.0K | 0.08% | −51−12.6% | Reduced |
| Neo Ivy Capital Management | 468 | $129.0K | 0.15% | +468 | New |
| TD Ameritrade Investment Management, LLC | 449 | $130.0K | 0.00% | −162−26.5% | Reduced |
| CenterStar Asset Management, LLC | – | $131.0K | 0.10% | – | New |
| Centaurus Financial, Inc. | 372 | $132.0K | 0.01% | −5−1.3% | Reduced |
| First Pacific Advisors, LP | 385 | $137.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 400 | $142.0K | 0.02% | +16+4.2% | Added |
| Manchester Capital Management LLC | 428 | $152.0K | 0.02% | −3−0.7% | Reduced |
| Covington Capital Management | 428 | $152.0K | 0.01% | +3+0.7% | Added |
| Harvest Fund Management Co., Ltd | 429 | $152.0K | 0.03% | +148+52.7% | Added |
| Exchange Traded Concepts, LLC | 438 | $156.0K | 0.00% | +28+6.8% | Added |
| Lloyd Advisory Services, LLC. | 438 | $156.0K | 0.08% | +173+65.3% | Added |
| Ellevest, Inc. | 451 | $160.0K | 0.02% | −21−4.4% | Reduced |
| Sonora Investment Management, LLC | 462 | $164.0K | 0.02% | +62+15.5% | Added |
| Fukoku Mutual Life Insurance Co | 470 | $167.0K | 0.01% | +20+4.4% | Added |
| Systematic Alpha Investments, LLC | 416 | $168.0K | 0.01% | +416 | New |
| JNBA Financial Advisors | 496 | $176.0K | 0.02% | +146+41.7% | Added |
| Fieldpoint Private Securities, LLC | 527 | $187.0K | 0.04% | +22+4.4% | Added |
| Koshinski Asset Management, Inc. | 556 | $197.4K | 0.02% | +556 | New |
| Balentine LLC | 567 | $201.0K | 0.01% | +567 | New |
| LVW Advisors, LLC | 572 | $203.0K | 0.04% | +572 | New |
| Brookstone Capital Management | 576 | $208.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 597 | $212.0K | 0.22% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 610 | $213.0K | 0.04% | 00.0% | Unchanged |
| EWG Elevate Inc. | 601 | $213.0K | 0.09% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 600 | $213.0K | 0.06% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 600 | $213.0K | 0.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 600 | $213.0K | 0.01% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 600 | $213.0K | 0.04% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $213.0K | 0.05% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $213.1K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 611 | $216.0K | 0.00% | +611 | New |
| Lion Street Advisors, LLC | 606 | $216.0K | 0.12% | +606 | New |
| HCR Wealth Advisors | 612 | $217.0K | 0.04% | 00.0% | Unchanged |
| Red Wave Investments LLC | 612 | $217.0K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 615 | $218.0K | 0.01% | +38+6.6% | Added |
| Buckingham Strategic Wealth, LLC | 623 | $221.0K | 0.00% | +6+1.0% | Added |
| Altshuler Shaham Ltd | 623 | $222.0K | 0.00% | +623 | New |
| Gyon Technologies Capital Management, LP | 632 | $224.0K | 0.06% | −426−40.3% | Reduced |
| FinTrust Capital Advisors, LLC | 634 | $225.0K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 633 | $225.0K | 0.05% | +633 | New |
| Quadrant Capital Group LLC | 638 | $227.0K | 0.03% | +16+2.6% | Added |
| TAP Consulting, LLC | 650 | $231.0K | 0.06% | +1+0.2% | Added |
| Berman Capital Advisors, LLC | 656 | $232.0K | 0.04% | +176+36.7% | Added |
| SkyView Investment Advisors, LLC | 656 | $233.0K | 0.07% | +656 | New |
| Caldwell Trust Co | 660 | $234.4K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 663 | $235.0K | 0.02% | −2,963−81.7% | Reduced |
| Mirabella Financial Services LLP | 664 | $236.0K | 0.03% | +664 | New |
| Teamwork Financial Advisors, LLC | 669 | $237.0K | 0.05% | +70+11.7% | Added |
| We Are One Seven, LLC | 590 | $238.0K | 0.03% | +590 | New |
| Associated Banc-Corp | 673 | $239.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 673 | $239.0K | 0.00% | +27+4.2% | Added |
| Covenant Multifamily Offices, LLC | 677 | $241.0K | 0.04% | 00.0% | Unchanged |
| Little House Capital LLC | 681 | $242.0K | 0.14% | −4−0.6% | Reduced |
| Penserra Capital Management LLC | 683 | $242.0K | 0.01% | +69+11.2% | Added |
| Guyasuta Investment Advisors Inc | 686 | $244.0K | 0.02% | 00.0% | Unchanged |
| Putnam Investments LLC | 687 | $244.0K | 0.00% | +9+1.3% | Added |
| Sage Mountain Advisors LLC | 688 | $244.0K | 0.04% | +688 | New |
| Mayfair Advisory Group, LLC | 700 | $245.0K | 0.38% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 693 | $246.0K | 0.00% | −1,669−70.7% | Reduced |
| Orion Portfolio Solutions, LLC | 701 | $249.0K | 0.01% | +701 | New |
| West Family Investments, Inc. | 703 | $250.0K | 0.07% | +43+6.5% | Added |
| Howe & Rusling Inc | 706 | $251.0K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 709 | $252.0K | 0.03% | +6+0.9% | Added |
| First American Trust, FSB | 712 | $253.0K | 0.04% | 00.0% | Unchanged |
| Investment House LLC | 720 | $256.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 720 | $256.0K | 0.06% | +40+5.9% | Added |
| Calamos Wealth Management LLC | 725 | $257.0K | 0.02% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 729 | $259.0K | 0.04% | +729 | New |
| Sand Hill Global Advisors, LLC | 734 | $261.0K | 0.02% | −130−15.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 743 | $264.0K | 0.01% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 674 | $266.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 753 | $267.0K | 0.31% | +753 | New |
| Collective Family Office LLC | 754 | $268.0K | 0.12% | 00.0% | Unchanged |
| FourThought Financial, LLC | 760 | $269.0K | 0.04% | 00.0% | Unchanged |