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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 757 | $269.0K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 759 | $270.0K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 760 | $270.0K | 0.04% | +760 | New |
| Intersect Capital LLC | 765 | $272.0K | 0.05% | +13+1.7% | Added |
| Birch Hill Investment Advisors LLC | 770 | $273.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 774 | $275.0K | 0.06% | +35+4.7% | Added |
| Cozad Asset Management Inc | 780 | $277.0K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 958 | $278.0K | 0.01% | −50−5.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 783 | $278.0K | 0.07% | 00.0% | Unchanged |
| Walleye Trading LLC | 783 | $278.0K | 0.01% | +783 | New |
| Dorsey & Whitney Trust CO LLC | 786 | $279.0K | 0.03% | 00.0% | Unchanged |
| McLean Asset Management Corp | 719 | $281.0K | 0.11% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 790 | $281.0K | 0.02% | +115+17.0% | Added |
| Veritas Investment Management (UK) Ltd | 795 | $282.0K | 0.05% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $284.0K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 802 | $284.8K | 0.02% | +802 | New |
| Caxton Associates LP | 803 | $285.0K | 0.04% | +803 | New |
| Cypress Asset Management Inc | 810 | $288.0K | 0.07% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 810 | $288.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 810 | $288.0K | 0.01% | +758+1,457.7% | Added |
| Baldwin Brothers Inc | 815 | $289.0K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 814 | $289.0K | 0.02% | +84+11.5% | Added |
| NewEdge Wealth, LLC | 820 | $291.0K | 0.02% | +2+0.2% | Added |
| Edgestream Partners, L.P. | 823 | $292.0K | 0.02% | −536−39.4% | Reduced |
| Nations Financial Group Inc, | 824 | $293.0K | 0.04% | +824 | New |
| Tocqueville Asset Management L.P. | 830 | $295.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 839 | $298.0K | 0.17% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 852 | $302.0K | 0.02% | −21−2.4% | Reduced |
| Zions Bancorporation, N.A. | 852 | $303.0K | 0.03% | −103−10.8% | Reduced |
| Synovus Financial Corp | 854 | $303.0K | 0.00% | +4+0.5% | Added |
| Abacus Planning Group, Inc. | 857 | $304.0K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 857 | $304.0K | 0.02% | +40+4.9% | Added |
| Harbour Investments, Inc. | 856 | $304.0K | 0.01% | +65+8.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 855 | $304.0K | 0.01% | −1,472−63.3% | Reduced |
| Resources Investment Advisors, LLC. | 858 | $305.0K | 0.01% | +858 | New |
| Charter Trust Co | 865 | $307.0K | 0.03% | −60−6.5% | Reduced |
| Engine No. 1 LLC | 865 | $307.0K | 0.08% | +865 | New |
| Winton Group Ltd | 870 | $309.0K | 0.02% | +870 | New |
| Studio Investment Management LLC | 871 | $309.0K | 0.13% | +871 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 874 | $310.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 879 | $312.0K | 0.03% | +501+132.5% | Added |
| Bradley Foster & Sargent Inc | 879 | $312.0K | 0.01% | +879 | New |
| Avenir Corp | 885 | $314.0K | 0.03% | −70−7.3% | Reduced |
| Axiom Financial Strategies, LLC | 884 | $314.0K | 0.15% | 00.0% | Unchanged |
| Maven Securities LTD | 886 | $315.0K | 0.04% | +886 | New |
| Pitcairn Co | 891 | $316.0K | 0.02% | −9−1.0% | Reduced |
| American Portfolios Advisors | 890 | $316.2K | 0.01% | +50+6.0% | Added |
| Massmutual Trust Co FSB | 899 | $319.0K | 0.01% | 00.0% | Unchanged |
| Doyle Wealth Management | 908 | $322.0K | 0.03% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $325.0K | 0.16% | – | – |
| Abbrea Capital, LLC | 916 | $325.0K | 0.05% | 00.0% | Unchanged |
| Capula Management Ltd | 915 | $325.0K | 0.03% | +915 | New |
| Fayez Sarofim & Co | 932 | $331.0K | 0.00% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 931 | $331.0K | 0.29% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 939 | $333.0K | 0.03% | +77+8.9% | Added |
| Valeo Financial Advisors, LLC | 938 | $333.0K | 0.02% | +174+22.8% | Added |
| Pettee Investors, Inc. | 946 | $336.0K | 0.16% | 00.0% | Unchanged |
| Baxter Bros Inc | 949 | $337.0K | 0.05% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 949 | $337.0K | 0.20% | +2+0.2% | Added |
| Checchi Capital Advisers, LLC | 958 | $340.0K | 0.04% | +6+0.6% | Added |
| Apollon Wealth Management, LLC | 957 | $340.0K | 0.05% | +957 | New |
| Institute for Wealth Management, LLC. | 959 | $341.0K | 0.06% | +384+66.8% | Added |
| D.A. Davidson & Co. | 966 | $343.0K | 0.00% | −6−0.6% | Reduced |
| Roanoke Asset Management Corp | 966 | $343.0K | 0.12% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 985 | $350.0K | 0.11% | −13−1.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,000 | $355.0K | 0.04% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,006 | $357.0K | 0.16% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,004 | $357.0K | 0.03% | +4+0.4% | Added |
| PEAK6 Investments LLC | 1,005 | $357.0K | 0.01% | +1,000+20,000.0% | Added |
| Trustmark National Bank Trust Department | 1,020 | $362.0K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,023 | $363.0K | 0.00% | −44−4.1% | Reduced |
| Logan Capital Management Inc | 1,023 | $363.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,026 | $364.0K | 0.07% | +765+293.1% | Added |
| Flagship Harbor Advisors, LLC | 1,010 | $366.0K | 0.04% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 1,037 | $368.0K | 0.24% | −18−1.7% | Reduced |
| Wealthsource Partners, LLC | 1,047 | $372.0K | 0.03% | −53−4.8% | Reduced |
| Shelton Capital Management | 1,054 | $374.0K | 0.01% | 00.0% | Unchanged |
| Mark Stevens | 1,055 | $375.0K | 0.04% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 1,060 | $376.0K | 0.12% | −10−0.9% | Reduced |
| JB Capital LLC | 1,069 | $379.0K | 0.05% | +1,069 | New |
| Moody National Bank Trust Division | 1,088 | $386.0K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,097 | $390.0K | 0.05% | −76−6.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,102 | $391.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,107 | $393.0K | 0.05% | +117+11.8% | Added |
| Patton Albertson Miller Group, LLC | 1,108 | $393.0K | 0.08% | +1,108 | New |
| Krane Funds Advisors LLC | 1,111 | $395.0K | 0.01% | +1,111 | New |
| Rockefeller Capital Management L.P. | 1,132 | $401.0K | 0.00% | +35+3.2% | Added |
| Cornerstone Advisory, LLC | 1,133 | $402.0K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,141 | $405.0K | 0.01% | −4,816−80.8% | Reduced |
| WSFS Capital Management, LLC | 1,163 | $413.0K | 0.19% | +3+0.3% | Added |
| Trust Co of Vermont | 1,168 | $414.0K | 0.03% | −6−0.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,174 | $417.0K | 0.27% | +31+2.7% | Added |
| Trexquant Investment LP | 1,173 | $417.0K | 0.03% | +1,173 | New |
| Veritas Investment Partners (UK) Ltd. | 1,185 | $421.0K | 0.01% | −35−2.9% | Reduced |
| Trillium Asset Management, LLC | 1,195 | $424.0K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,195 | $424.0K | 0.14% | 00.0% | Unchanged |
| Gries Financial LLC | 1,200 | $426.0K | 0.13% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,200 | $426.0K | 0.05% | 00.0% | Unchanged |
| Toews Corp | 1,200 | $426.0K | 0.05% | +1,200 | New |
| FineMark National Bank & Trust | 1,243 | $441.0K | 0.02% | +13+1.1% | Added |