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 |
|---|---|---|---|---|---|
| Haverford Financial Services, Inc. | 4,310 | $1.53M | 0.37% | 00.0% | Unchanged |
| Essex Savings Bank | 4,024 | $1.53M | 0.56% | −8−0.2% | Reduced |
| Marshall Financial Group LLC | 4,346 | $1.54M | 0.80% | +390+9.9% | Added |
| Achmea Investment Management B.V. | 4,362 | $1.55M | 0.05% | +223+5.4% | Added |
| Mercer Global Advisors Inc | 4,378 | $1.55M | 0.01% | +149+3.5% | Added |
| Sciencast Management LP | 4,332 | $1.56M | 0.44% | −146−3.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,464 | $1.59M | 0.03% | +1,292+40.7% | Added |
| Algert Global LLC | 4,501 | $1.60M | 0.21% | +4,501 | New |
| IBM Retirement Fund | 4,583 | $1.63M | 0.13% | +9+0.2% | Added |
| Cetera Investment Advisers | 4,601 | $1.63M | 0.03% | −81−1.7% | Reduced |
| Rossmore Private Capital | 4,600 | $1.63M | 0.28% | 00.0% | Unchanged |
| BTG Pactual Global Asset Management Ltd | 4,606 | $1.64M | 1.51% | −4,208−47.7% | Reduced |
| Bryn Mawr Trust Co | 4,623 | $1.64M | 0.06% | 00.0% | Unchanged |
| Castellan Group, LLC | 4,620 | $1.64M | 0.84% | +602+15.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 4,698 | $1.67M | 0.46% | +1,002+27.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,699 | $1.67M | 0.02% | +3,000+176.6% | Added |
| Capital Planning Advisors, LLC | 4,732 | $1.68M | 0.35% | +98+2.1% | Added |
| Kinneret Advisory, LLC | 4,747 | $1.69M | 0.20% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,780 | $1.70M | 0.11% | +89+1.9% | Added |
| Tower Research Capital LLC (TRC) | 4,781 | $1.70M | 0.04% | +714+17.6% | Added |
| SG Americas Securities, LLC | 4,789 | $1.70M | 0.01% | +2,482+107.6% | Added |
| Redpoint Investment Management Pty Ltd | 4,792 | $1.70M | 0.15% | −109−2.2% | Reduced |
| Ingalls & Snyder LLC | 4,886 | $1.74M | 0.08% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 4,900 | $1.74M | 1.01% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.76M | 0.54% | +4,952 | New |
| Ativo Capital Management LLC | 4,967 | $1.76M | 0.83% | −890−15.2% | Reduced |
| NFJ Investment Group, LLC | 4,988 | $1.77M | 0.03% | −7,936−61.4% | Reduced |
| Glenview Trust Co | 5,000 | $1.78M | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 5,021 | $1.78M | 0.02% | −162−3.1% | Reduced |
| Cigna Investments Inc | 5,031 | $1.79M | 0.13% | −76−1.5% | Reduced |
| Blue Fin Capital, Inc. | 5,108 | $1.81M | 0.55% | −20−0.4% | Reduced |
| Atria Investments LLC | 5,122 | $1.82M | 0.03% | −343−6.3% | Reduced |
| Cypress Capital Group | 5,162 | $1.83M | 0.25% | +109+2.2% | Added |
| Advisor Partners LLC | 5,233 | $1.86M | 0.13% | −177−3.3% | Reduced |
| Avestar Capital, LLC | 5,310 | $1.89M | 0.37% | +261+5.2% | Added |
| Captrust Financial Advisors | 5,316 | $1.89M | 0.02% | +1,329+33.3% | Added |
| Sterling Investment Management, Inc. | 5,330 | $1.89M | 1.21% | +1,275+31.4% | Added |
| Arete Wealth Advisors, LLC | 5,367 | $1.91M | 0.21% | +5,367 | New |
| Budros, Ruhlin & Roe, Inc. | 5,419 | $1.92M | 0.22% | −33−0.6% | Reduced |
| Impax Asset Management Group plc | 5,419 | $1.92M | 0.01% | −20.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,424 | $1.93M | 0.88% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,423 | $1.93M | 0.03% | +519+10.6% | Added |
| Inverness Counsel LLC | 5,495 | $1.95M | 0.07% | +1,165+26.9% | Added |
| Ferris Capital, LLC | 5,104 | $1.97M | 0.42% | +4,411+636.5% | Added |
| Marshall Wace, LLP | 5,654 | $2.01M | 0.01% | +5,654 | New |
| Saturna Capital CORP | 5,689 | $2.02M | 0.04% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 5,717 | $2.03M | 0.79% | −268−4.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,398 | $2.11M | 0.19% | +3+0.1% | Added |
| Smith, Salley & Associates | 5,975 | $2.12M | 0.17% | +420+7.6% | Added |
| Veritable, L.P. | 6,148 | $2.18M | 0.04% | +47+0.8% | Added |
| Level Four Advisory Services, LLC | 6,200 | $2.20M | 0.23% | −414−6.3% | Reduced |
| Commerce Bank | 6,220 | $2.21M | 0.02% | +290+4.9% | Added |
| Allstate Corp | 6,242 | $2.22M | 0.09% | −310−4.7% | Reduced |
| Vident Investment Advisory, LLC | 6,341 | $2.25M | 0.07% | −10,609−62.6% | Reduced |
| Ossiam | 6,356 | $2.26M | 0.06% | −238−3.6% | Reduced |
| Alps Advisors Inc | 6,419 | $2.28M | 0.02% | −1,315−17.0% | Reduced |
| Fortem Financial Group, LLC | 6,479 | $2.30M | 1.17% | +128+2.0% | Added |
| Regency Capital Management Inc. | 6,539 | $2.32M | 1.63% | +645+10.9% | Added |
| Parallax Volatility Advisers, L.P. | 6,543 | $2.32M | 0.02% | +1,367+26.4% | Added |
| Fairbanks Capital Management, Inc. | 6,559 | $2.33M | 1.90% | +174+2.7% | Added |
| Trust Co of Toledo NA | 6,750 | $2.40M | 0.39% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,880 | $2.44M | 0.11% | −200−2.8% | Reduced |
| Lee Capital Holdings LLC | 6,890 | $2.45M | 1.28% | +910+15.2% | Added |
| Magnetar Financial LLC | 6,918 | $2.46M | 0.03% | +6,918 | New |
| Richard Bernstein Advisors LLC | 6,984 | $2.48M | 0.05% | 00.0% | Unchanged |
| Howland Capital Management LLC | 7,000 | $2.49M | 0.13% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 7,000 | $2.49M | 2.39% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 7,038 | $2.50M | 0.08% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 7,147 | $2.54M | 0.19% | −216−2.9% | Reduced |
| Regions Financial Corp | 7,184 | $2.55M | 0.02% | −231−3.1% | Reduced |
| O'Shares Investment Advisers, LLC | 7,243 | $2.57M | 0.19% | −1,695−19.0% | Reduced |
| Ethic Inc. | 7,376 | $2.62M | 0.27% | +1,394+23.3% | Added |
| Oppenheimer Asset Management Inc. | 7,429 | $2.64M | 0.04% | +48+0.7% | Added |
| George Kaiser Family Foundation | 7,473 | $2.65M | 0.44% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 7,492 | $2.66M | 0.08% | +476+6.8% | Added |
| Pensionfund Sabic | 7,500 | $2.66M | 0.56% | −1,000−11.8% | Reduced |
| Lincoln Capital LLC | 7,542 | $2.68M | 0.73% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,551 | $2.68M | 0.01% | −92−1.2% | Reduced |
| E. Ohman J:or Asset Management AB | 7,600 | $2.70M | 0.08% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,657 | $2.72M | 0.43% | +37+0.5% | Added |
| Equitable Trust Co | 7,662 | $2.72M | 0.17% | −999−11.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,685 | $2.73M | 0.14% | −2,533−24.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,829 | $2.78M | 0.10% | 00.0% | Unchanged |
| Rathbone Brothers plc | 7,926 | $2.81M | 0.03% | −92−1.1% | Reduced |
| Hennessy Advisors Inc | 8,000 | $2.84M | 0.17% | 00.0% | Unchanged |
| Harbor Advisors LLC | 8,000 | $2.84M | 0.57% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,105 | $2.88M | 0.06% | +794+10.9% | Added |
| MD Financial Management Inc. | 8,125 | $2.88M | 0.07% | +1,291+18.9% | Added |
| Chicago Partners Investment Group LLC | 7,489 | $2.89M | 0.20% | +330+4.6% | Added |
| Engineers Gate Manager LP | 8,129 | $2.89M | 0.16% | +7,539+1,277.8% | Added |
| Citadel Investment Advisory, Inc. | 8,139 | $2.89M | 1.79% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,165 | $2.90M | 0.28% | −30.0% | Reduced |
| Fiduciary Trust Co | 8,176 | $2.90M | 0.05% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 7,841 | $2.93M | 0.03% | +7,736+7,367.6% | Added |
| Blueshift Asset Management, LLC | 8,264 | $2.94M | 0.16% | −5,219−38.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,404 | $2.98M | 0.01% | +62+0.7% | Added |
| MML Investors Services, LLC | 8,519 | $3.02M | 0.02% | +497+6.2% | Added |
| Connable Office Inc | 8,550 | $3.04M | 0.44% | −1,098−11.4% | Reduced |
| Baird Financial Group, Inc. | 8,552 | $3.04M | 0.01% | +709+9.0% | Added |
| Bamco Inc | 8,568 | $3.04M | 0.01% | +1,310+18.0% | Added |