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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 1,242 | $441.0K | 0.02% | +245+24.6% | Added |
| Bellevue Group AG | 1,250 | $444.0K | 0.00% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,258 | $447.0K | 0.20% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,264 | $449.0K | 0.00% | −102−7.5% | Reduced |
| Johnson Investment Counsel Inc | 1,292 | $459.0K | 0.01% | +4+0.3% | Added |
| Hemenway Trust Co LLC | 1,300 | $462.0K | 0.05% | +1,300 | New |
| Cerity Partners LLC | 1,306 | $464.0K | 0.01% | −36−2.7% | Reduced |
| Dowling & Yahnke LLC | 1,313 | $466.0K | 0.03% | −30−2.2% | Reduced |
| Simplex Trading, LLC | 1,283 | $468.0K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,321 | $469.0K | 0.01% | −220−14.3% | Reduced |
| Maple Capital Management, Inc. | 1,323 | $470.0K | 0.06% | 00.0% | Unchanged |
| BTR Capital Management Inc | 1,323 | $470.0K | 0.06% | −53−3.9% | Reduced |
| Savant Capital, LLC | 1,324 | $470.0K | 0.02% | +1,324 | New |
| Boltwood Capital Management | 1,340 | $476.0K | 0.19% | −20−1.5% | Reduced |
| Cetera Advisor Networks LLC | 1,342 | $477.0K | 0.01% | −48−3.5% | Reduced |
| People's United Financial, Inc. | 1,347 | $478.0K | 0.01% | +154+12.9% | Added |
| Diversified Trust Co | 1,349 | $479.0K | 0.02% | +1,349 | New |
| CX Institutional | 1,358 | $482.0K | 0.04% | −4,967−78.5% | Reduced |
| Value Partners Investments Inc. | 1,370 | $484.0K | 0.04% | +72+5.5% | Added |
| Tokio Marine Asset Management Co Ltd | 1,379 | $490.0K | 0.04% | +108+8.5% | Added |
| Oppenheimer & Co Inc | 1,386 | $492.0K | 0.01% | +23+1.7% | Added |
| Argyle Capital Management Inc. | 1,400 | $497.0K | 0.16% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,400 | $497.0K | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,405 | $499.0K | 0.01% | −100−6.6% | Reduced |
| J. W. Coons Advisors, LLC | 1,400 | $499.0K | 0.17% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,407 | $500.0K | 0.15% | −205−12.7% | Reduced |
| Federated Hermes, Inc. | 1,407 | $500.0K | 0.00% | +481+51.9% | Added |
| Verition Fund Management LLC | 1,430 | $508.0K | 0.01% | +453+46.4% | Added |
| Choate Investment Advisors | 1,439 | $511.0K | 0.03% | −20−1.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,438 | $511.0K | 0.04% | +129+9.9% | Added |
| CAPROCK Group, Inc. | 1,442 | $512.0K | 0.05% | +159+12.4% | Added |
| Brave Asset Management Inc | 1,458 | $518.0K | 0.15% | 00.0% | Unchanged |
| Conning Inc. | 1,462 | $519.0K | 0.01% | −395−21.3% | Reduced |
| Argent Trust Co | 1,468 | $521.0K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,469 | $522.0K | 0.14% | +1,469 | New |
| Sound View Wealth Advisors Group, LLC | 1,475 | $524.0K | 0.11% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,495 | $531.0K | 0.07% | +29+2.0% | Added |
| Atwood & Palmer Inc | 1,500 | $533.0K | 0.05% | 00.0% | Unchanged |
| Kendall Capital Management | 1,520 | $540.0K | 0.29% | −45−2.9% | Reduced |
| NorthCoast Asset Management LLC | 1,545 | $549.0K | 0.02% | +1+0.1% | Added |
| RMB Capital Management, LLC | 1,556 | $553.0K | 0.02% | +5+0.3% | Added |
| Meeder Asset Management Inc | 1,559 | $554.0K | 0.03% | +99+6.8% | Added |
| Gofen & Glossberg LLC | 1,563 | $555.0K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,564 | $555.0K | 0.08% | +105+7.2% | Added |
| DCM Advisors, LLC | 1,571 | $558.0K | 0.21% | +1,571 | New |
| Davy Global Fund Management Ltd | 1,573 | $559.0K | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 1,579 | $561.0K | 0.01% | +22+1.4% | Added |
| Spinnaker Trust | 1,585 | $563.0K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,619 | $574.9K | 0.03% | −102−5.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,627 | $578.0K | 0.04% | +203+14.3% | Added |
| CIBC World Markets Inc. | 1,632 | $580.0K | 0.00% | −2,897−64.0% | Reduced |
| Bank of the West | 1,640 | $582.0K | 0.06% | −15−0.9% | Reduced |
| Personal Capital Advisors Corp | 1,661 | $590.0K | 0.00% | +1+0.1% | Added |
| IFP Advisors, Inc | 1,644 | $590.0K | 0.01% | +229+16.2% | Added |
| Veriti Management LLC | 1,672 | $594.0K | 0.08% | −428−20.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,675 | $595.0K | 0.20% | +29+1.8% | Added |
| Regentatlantic Capital LLC | 1,697 | $603.0K | 0.02% | +576+51.4% | Added |
| Cumberland Partners Ltd | 1,700 | $604.0K | 0.05% | −700−29.2% | Reduced |
| Advisors Asset Management, Inc. | 1,710 | $607.0K | 0.01% | −3−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 1,713 | $608.0K | 0.04% | +1,713 | New |
| Meristem Family Wealth, LLC | 1,752 | $622.0K | 0.06% | +1,752 | New |
| Sunflower Bank, N.A. | 1,766 | $627.0K | 0.09% | −238−11.9% | Reduced |
| Ashfield Capital Partners, LLC | 1,769 | $628.0K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,773 | $630.0K | 0.04% | +60+3.5% | Added |
| Azzad Asset Management Inc | 1,816 | $644.8K | 0.10% | −648−26.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,825 | $648.0K | 0.04% | +4+0.2% | Added |
| Credential Qtrade Securities Inc. | 1,828 | $649.1K | 0.05% | +56+3.2% | Added |
| Legacy Private Trust Co. | 1,831 | $650.0K | 0.05% | −15−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 1,854 | $658.0K | 0.05% | +1,854 | New |
| Dodge & Cox | 1,857 | $659.0K | 0.00% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,708 | $661.0K | 0.23% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,874 | $665.0K | 0.04% | +1,819+3,307.3% | Added |
| Symmetry Partners, LLC | 1,881 | $668.0K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,890 | $671.0K | 0.06% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,900 | $675.0K | 0.04% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,900 | $675.0K | 0.13% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,912 | $679.0K | 0.23% | 00.0% | Unchanged |
| Rockland Trust Co | 1,916 | $680.0K | 0.05% | −504−20.8% | Reduced |
| Fishman Jay A Ltd | 1,925 | $683.6K | 0.08% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,954 | $694.0K | 0.00% | +1,954 | New |
| Park Avenue Securities LLC | 1,956 | $695.0K | 0.01% | −441−18.4% | Reduced |
| IMS Capital Management | 1,965 | $698.0K | 0.40% | +105+5.6% | Added |
| Key Financial Inc | 1,970 | $700.0K | 0.40% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,988 | $706.0K | 0.02% | −205−9.3% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $710.0K | 0.26% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,025 | $719.0K | 0.28% | −398−16.4% | Reduced |
| Sawtooth Solutions, LLC | 2,029 | $721.0K | 0.11% | +235+13.1% | Added |
| Empirical Finance, LLC | 2,035 | $723.0K | 0.11% | +115+6.0% | Added |
| Proequities, Inc. | 2,036 | $723.0K | 0.04% | +253+14.2% | Added |
| Ci Investments Inc. | 2,056 | $730.0K | 0.00% | +42+2.1% | Added |
| Red Cedar Capital, LLC | 2,070 | $735.0K | 0.45% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,090 | $742.0K | 0.11% | +650+45.1% | Added |
| Old National Bancorp | 2,100 | $746.0K | 0.03% | −6−0.3% | Reduced |
| HighPoint Advisor Group LLC | 2,103 | $747.0K | 0.07% | −266−11.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,138 | $759.2K | 0.19% | +1,380+182.1% | Added |
| Highland Private Wealth Management | 2,162 | $768.0K | 0.11% | +1,567+263.4% | Added |
| Ameritas Investment Partners, Inc. | 2,182 | $775.0K | 0.03% | −45−2.0% | Reduced |
| Clarius Group, LLC | 2,195 | $779.0K | 0.07% | +59+2.8% | Added |
| Stevens Capital Management LP | 2,194 | $779.0K | 0.33% | +2,194 | New |
| Pacific Global Investment Management CO | 2,230 | $792.0K | 0.16% | −228−9.3% | Reduced |