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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2,235 | $794.0K | 0.03% | +240+12.0% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $798.0K | 0.21% | −450−16.7% | Reduced |
| AlphaCrest Capital Management LLC | 2,252 | $800.0K | 0.04% | +852+60.9% | Added |
| Waldron Private Wealth LLC | 2,270 | $806.0K | 0.05% | +244+12.0% | Added |
| Whittier Trust Co | 2,286 | $812.0K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,300 | $817.0K | 0.06% | +2,300 | New |
| Lumature Wealth Partners, LLC | 2,319 | $824.0K | 0.34% | +98+4.4% | Added |
| Bienville Capital Management, LLC | 2,327 | $826.0K | 0.47% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,366 | $840.0K | 0.03% | 00.0% | Unchanged |
| Range Financial Group LLC | 2,368 | $841.0K | 0.61% | +220+10.2% | Added |
| Caxton Corp | 2,380 | $845.0K | 0.68% | −2−0.1% | Reduced |
| PFG Advisors | 2,405 | $854.0K | 0.10% | +10+0.4% | Added |
| Accretive Wealth Partners, LLC | 2,412 | $856.0K | 0.60% | +86+3.7% | Added |
| Profund Advisors LLC | 2,428 | $862.0K | 0.03% | −52−2.1% | Reduced |
| WMS Partners, LLC | 2,473 | $878.0K | 0.13% | +583+30.8% | Added |
| Capital Analysts, LLC | 2,520 | $895.0K | 0.06% | +35+1.4% | Added |
| Heartland Bank & Trust Co | 2,522 | $896.0K | 0.77% | +853+51.1% | Added |
| Heritage Wealth Management, LLC | 2,535 | $900.0K | 0.32% | +344+15.7% | Added |
| GWM Advisors LLC | 2,539 | $901.0K | 0.02% | −91−3.5% | Reduced |
| Aigen Investment Management, LP | 2,536 | $901.0K | 0.17% | +1,901+299.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,550 | $905.5K | 0.02% | −9−0.4% | Reduced |
| Bartlett & Co. LLC | 2,550 | $906.0K | 0.02% | −9−0.4% | Reduced |
| Washington Trust Co | 2,569 | $912.0K | 0.03% | −10.0% | Reduced |
| Boston Private Wealth LLC | 2,571 | $913.0K | 0.01% | +415+19.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,627 | $933.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,688 | $954.0K | 0.03% | −44−1.6% | Reduced |
| Tdam USA Inc. | 2,716 | $964.0K | 0.06% | −10.0% | Reduced |
| Altium Wealth Management LLC | 2,720 | $966.0K | 0.07% | +33+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,754 | $978.0K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,778 | $986.0K | 0.19% | −346−11.1% | Reduced |
| IndexIQ Advisors LLC | 2,811 | $998.0K | 0.03% | +139+5.2% | Added |
| Toroso Investments, LLC | 2,810 | $998.0K | 0.04% | +417+17.4% | Added |
| Homrich & Berg | 2,811 | $998.0K | 0.02% | +2,811 | New |
| Seeyond | 2,830 | $1.00M | 0.10% | +2,085+279.9% | Added |
| Wealthspire Advisors, LLC | 2,842 | $1.01M | 0.02% | +328+13.0% | Added |
| Bahl & Gaynor Inc | 2,866 | $1.02M | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,870 | $1.02M | 0.07% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 2,900 | $1.03M | 0.13% | −8,600−74.8% | Reduced |
| Rodgers Brothers Inc. | 2,911 | $1.03M | 0.21% | +311+12.0% | Added |
| Angeles Investment Advisors, LLC | 2,918 | $1.04M | 0.06% | +329+12.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,922 | $1.04M | 0.06% | −500−14.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,964 | $1.05M | 0.34% | +2,964 | New |
| SRN Advisors, LLC | 3,004 | $1.07M | 0.49% | −1,971−39.6% | Reduced |
| Point72 Hong Kong Ltd | 3,015 | $1.07M | 0.08% | +3,015 | New |
| Okabena Investment Services Inc | 3,036 | $1.08M | 0.57% | −620−17.0% | Reduced |
| Moloney Securities Asset Management, LLC | 3,045 | $1.08M | 0.20% | +145+5.0% | Added |
| Redwood Investment Management, LLC | 3,052 | $1.08M | 0.15% | +2,084+215.3% | Added |
| Ropes Wealth Advisors LLC | 3,072 | $1.09M | 0.17% | −118−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,103 | $1.10M | 0.00% | +677+27.9% | Added |
| Brewin Dolphin Ltd | 3,104 | $1.10M | 0.05% | −699−18.4% | Reduced |
| Ironwood Investment Counsel, LLC | 3,109 | $1.10M | 0.28% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 3,121 | $1.11M | 0.51% | −8,735−73.7% | Reduced |
| Signaturefd, LLC | 3,121 | $1.11M | 0.04% | −176−5.3% | Reduced |
| Meitav Dash Investments Ltd | 3,160 | $1.13M | 0.02% | +250+8.6% | Added |
| National Asset Management, Inc. | 3,195 | $1.14M | 0.04% | −240−7.0% | Reduced |
| Exencial Wealth Advisors, LLC | 3,203 | $1.14M | 0.05% | +3+0.1% | Added |
| Vestcor Inc | 3,214 | $1.14M | 0.04% | −342−9.6% | Reduced |
| HM Payson & Co | 3,249 | $1.15M | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,270 | $1.16M | 0.05% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,272 | $1.16M | 0.15% | −150−4.4% | Reduced |
| Brave Warrior Advisors, LLC | 3,279 | $1.16M | 0.04% | 00.0% | Unchanged |
| World Asset Management Inc | 3,299 | $1.17M | 0.12% | −288−8.0% | Reduced |
| Ieq Capital, LLC | 3,300 | $1.17M | 0.03% | +641+24.1% | Added |
| Bridgewater Associates, LP | 3,318 | $1.18M | 0.01% | +3,318 | New |
| Anchor Investment Management, LLC | 3,320 | $1.18M | 0.16% | 00.0% | Unchanged |
| Human Investing LLC | 3,322 | $1.18M | 0.28% | −81−2.4% | Reduced |
| Hills Bank & Trust Co | 3,358 | $1.19M | 0.18% | −35−1.0% | Reduced |
| Asset Management Group, Inc. | 3,364 | $1.20M | 0.25% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,375 | $1.20M | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,375 | $1.22M | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,493 | $1.24M | 0.12% | −240−6.4% | Reduced |
| Cresset Asset Management, LLC | 3,499 | $1.24M | 0.02% | +189+5.7% | Added |
| Exchange Capital Management, Inc. | 3,523 | $1.25M | 0.24% | −185−5.0% | Reduced |
| Lido Advisors, LLC | 3,556 | $1.26M | 0.03% | −21−0.6% | Reduced |
| Greenleaf Trust | 3,555 | $1.26M | 0.02% | +115+3.3% | Added |
| Live Oak Private Wealth LLC | 3,575 | $1.27M | 0.26% | +318+9.8% | Added |
| Claar Advisors LLC | 3,600 | $1.28M | 0.38% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,673 | $1.30M | 0.05% | 00.0% | Unchanged |
| Quest Investment Management LLC | 3,678 | $1.31M | 0.12% | +262+7.7% | Added |
| Change Path, LLC | 3,662 | $1.31M | 0.08% | +254+7.5% | Added |
| Telemus Capital, LLC | 3,681 | $1.31M | 0.11% | +414+12.7% | Added |
| AdvisorShares Investments LLC | 3,684 | $1.31M | 0.21% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,699 | $1.31M | 0.07% | −210−5.4% | Reduced |
| Long Road Investment Counsel, LLC | 3,700 | $1.31M | 0.58% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.32M | 0.50% | +75+2.1% | Added |
| TrimTabs Asset Management, LLC | 3,639 | $1.37M | 0.66% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,910 | $1.39M | 0.00% | +1,288+49.1% | Added |
| Ballentine Partners, LLC | 3,954 | $1.40M | 0.05% | +22+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,957 | $1.41M | 0.01% | −352−8.2% | Reduced |
| Van Strum & Towne Inc. | 4,000 | $1.42M | 0.56% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,024 | $1.43M | 0.04% | +7+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 4,048 | $1.44M | 0.17% | +4,048 | New |
| Redmond Asset Management, LLC | 4,078 | $1.45M | 0.45% | +25+0.6% | Added |
| JustInvest LLC | 4,088 | $1.45M | 0.13% | −1,129−21.6% | Reduced |
| Clark Capital Management Group, Inc. | 4,127 | $1.47M | 0.02% | +56+1.4% | Added |
| Roundview Capital LLC | 4,144 | $1.47M | 0.16% | +111+2.8% | Added |
| TriaGen Wealth Management LLC | 4,185 | $1.49M | 0.81% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,249 | $1.51M | 0.16% | +59+1.4% | Added |
| Polar Asset Management Partners Inc. | 4,258 | $1.51M | 0.02% | +4,258 | New |
| Citizens Financial Group Inc | 4,295 | $1.52M | 0.06% | +3,295+329.5% | Added |