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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 3 sales; 1,414 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.

Institutional holdersQ3 2021: 976 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,208 institutionsQ4 2024: 1,302 institutionsQ1 2025: 1,314 institutionsQ2 2025: 1,346 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,424 institutionsQ1 2026: 1,386 institutionsQ2 2026: 1,414 institutions
Value heldQ3 2021: $60.2B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,414$71.7B
Q1 20261,386$70.1B
Q4 20251,424$83.1B
Q3 20251,337$77.0B
Q2 20251,346$82.9B
Q1 20251,314$77.5B
Q4 20241,302$78.2B
Q3 20241,208$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2021.

Institutions holding MCO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cahill Financial Advisors Inc134$48.0K0.01%+134New
Fred Alger Management, LLC129$46.0K0.00%+129New
Bell Investment Advisors, Inc127$45.0K0.01%+127New
Gemmer Asset Management LLC120$43.0K0.01%00.0%Unchanged
Kempen Capital Management N.V.118$42.0K0.00%+12+11.3%Added
Loomis Sayles & Co L P115$41.0K0.00%+26+29.2%Added
GPS Wealth Strategies Group, LLC102$36.0K0.01%+1+1.0%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$35.5K0.04%00.0%Unchanged
NEXT Financial Group, Inc99$35.0K0.00%+80+421.1%Added
Jacobi Capital Management LLC96$34.0K0.00%00.0%Unchanged
Quantbot Technologies LP97$34.0K0.00%+97New
Capital Advisors, Ltd. LLC97$34.0K0.01%+97New
Kings Point Capital Management91$32.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors90$32.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC87$31.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP88$31.0K0.01%+88New
Ogorek Anthony Joseph84$29.0K0.01%+84New
Earnest Partners LLC78$28.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP77$27.0K0.00%−13−14.4%Reduced
Resolute Partners Group75$27.0K0.00%00.0%Unchanged
West Paces Advisors Inc.75$26.6K0.01%00.0%Unchanged
D'Orazio & Associates, Inc.74$26.0K0.01%+74New
Charter Oak Capital Management, LLC70$25.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC65$23.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC60$21.0K0.00%00.0%Unchanged
Wesleyan Assurance Society60$21.0K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC56$20.0K0.01%00.0%Unchanged
Sterling Investment Advisors, Ltd.54$19.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC53$19.0K0.01%+17+47.2%Added
Rosenberg Matthew Hamilton51$18.0K0.01%+51New
Asset Dedication, LLC47$17.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC47$17.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.45$16.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC45$16.0K0.00%00.0%Unchanged
MV Capital Management, Inc.46$16.0K0.00%+16+53.3%Added
Consolidated Planning Corp46$16.0K0.01%+46New
Sutton Wealth Advisors Inc.41$14.6K0.01%+2+5.1%Added
Corbenic Partners LLC37$13.0K0.00%−13−26.0%Reduced
Financial Management Professionals, Inc.36$13.0K0.00%00.0%Unchanged
Leonteq Securities AG36$12.8K0.00%+3+9.1%Added
Emfo, LLC34$12.0K0.01%00.0%Unchanged
Hudock, Inc.32$11.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.32$11.0K0.00%−1−3.0%Reduced
Ancora Advisors, LLC28$10.0K0.00%+28New
Raffa Wealth Management, LLC28$9.94K0.00%00.0%Unchanged
Legacy Bridge, LLC25$9.00K0.01%00.0%Unchanged
Versant Capital Management, Inc26$9.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.22$8.00K0.00%+1+4.8%Added
Smith Group Asset Management, LLC23$8.00K0.00%+23New
Clearstead Advisors, LLC21$7.00K0.00%+21New
Meridian Wealth Partners, LLC20$7.00K0.00%+20New
Crewe Advisors LLC16$6.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.15$5.00K0.00%00.0%Unchanged
Sofos Investments, Inc.11$4.00K0.00%−28−71.8%Reduced
Clean Yield Group10$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC10$4.00K0.00%00.0%Unchanged
Green Harvest Asset Management LLC235$3.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC9$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC8$3.00K0.00%00.0%Unchanged
Gradient Investments LLC5$2.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC6$2.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$2.00K0.00%00.0%Unchanged
Old North State Trust, LLC6$2.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC6$2.00K0.00%+6New
Global Financial Private Client, LLC4$1.44K0.00%00.0%Unchanged
BBVA USA3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.00K0.00%−1−25.0%Reduced
Concord Wealth Partners3$1.00K0.00%00.0%Unchanged
Country Trust Bank3$1.00K0.00%+3New
Gerber Kawasaki Wealth & Investment Management1$1.00K0.00%+1New
PSI Advisors, LLC3$1.00K0.00%+3New
Bellwether Advisors, LLC4$1.00K0.00%+4New
Cypress Point Wealth Management, LLC2$1.00K0.00%+2New
WestEnd Advisors, LLC–$7100.00%––
Moisand Fitzgerald Tamayo, LLC1$00.00%00.0%Unchanged
JJJ Advisors Inc.1$00.00%+1New
Capital Bank & Trust Co0$00.00%−329,215−100.0%Sold out
Oribel Capital Management, LP0$00.00%−17,300−100.0%Sold out
Tiaa, FSB0$00.00%−10,348−100.0%Sold out
Distillate Capital Partners LLC0$00.00%−9,560−100.0%Sold out
Paloma Partners Management Co0$00.00%−9,370−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−8,962−100.0%Sold out
Pendal Group Limited0$00.00%−7,394−100.0%Sold out
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH0$00.00%−7,239−100.0%Sold out
Ergoteles LLC0$00.00%−4,170−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,000−100.0%Sold out
BP PLC0$00.00%−3,939−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−2,607−100.0%Sold out
Lake Street Advisors Group, LLC0$00.00%−2,250−100.0%Sold out
Nomura Holdings Inc0$00.00%−2,266−100.0%Sold out
Fullerton Fund Management Co Ltd.0$00.00%−2,101−100.0%Sold out
Jump Financial, LLC0$00.00%−2,071−100.0%Sold out
Madden Securities Corp0$00.00%−1,865−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−1,646−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−1,547−100.0%Sold out
Fulton Breakefield Broenniman LLC0$00.00%−1,475−100.0%Sold out
Livingston Group Asset Management CO (operating as Southport Capital Management)0$00.00%−1,389−100.0%Sold out
Jag Capital Management, LLC0$00.00%−1,127−100.0%Sold out
XTX Topco Ltd0$00.00%−1,064−100.0%Sold out
GSB Wealth Management, LLC0$00.00%−788−100.0%Sold out