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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 7,500 | $2.66M | 0.56% | −1,000−11.8% | Reduced |
| FDx Advisors, Inc. | 7,492 | $2.66M | 0.08% | +476+6.8% | Added |
| George Kaiser Family Foundation | 7,473 | $2.65M | 0.44% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,429 | $2.64M | 0.04% | +48+0.7% | Added |
| Ethic Inc. | 7,376 | $2.62M | 0.27% | +1,394+23.3% | Added |
| O'Shares Investment Advisers, LLC | 7,243 | $2.57M | 0.19% | −1,695−19.0% | Reduced |
| Regions Financial Corp | 7,184 | $2.55M | 0.02% | −231−3.1% | Reduced |
| Corient Capital Partners, LLC | 7,147 | $2.54M | 0.19% | −216−2.9% | Reduced |
| Bridges Investment Management Inc | 7,038 | $2.50M | 0.08% | 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 |
| Richard Bernstein Advisors LLC | 6,984 | $2.48M | 0.05% | 00.0% | Unchanged |
| Magnetar Financial LLC | 6,918 | $2.46M | 0.03% | +6,918 | New |
| Lee Capital Holdings LLC | 6,890 | $2.45M | 1.28% | +910+15.2% | Added |
| Banque Cantonale Vaudoise | 6,880 | $2.44M | 0.11% | −200−2.8% | Reduced |
| Trust Co of Toledo NA | 6,750 | $2.40M | 0.39% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 6,559 | $2.33M | 1.90% | +174+2.7% | Added |
| Parallax Volatility Advisers, L.P. | 6,543 | $2.32M | 0.02% | +1,367+26.4% | Added |
| Regency Capital Management Inc. | 6,539 | $2.32M | 1.63% | +645+10.9% | Added |
| Fortem Financial Group, LLC | 6,479 | $2.30M | 1.17% | +128+2.0% | Added |
| Alps Advisors Inc | 6,419 | $2.28M | 0.02% | −1,315−17.0% | Reduced |
| Ossiam | 6,356 | $2.26M | 0.06% | −238−3.6% | Reduced |
| Vident Investment Advisory, LLC | 6,341 | $2.25M | 0.07% | −10,609−62.6% | Reduced |
| Allstate Corp | 6,242 | $2.22M | 0.09% | −310−4.7% | Reduced |
| Commerce Bank | 6,220 | $2.21M | 0.02% | +290+4.9% | Added |
| Level Four Advisory Services, LLC | 6,200 | $2.20M | 0.23% | −414−6.3% | Reduced |
| Veritable, L.P. | 6,148 | $2.18M | 0.04% | +47+0.8% | Added |
| Smith, Salley & Associates | 5,975 | $2.12M | 0.17% | +420+7.6% | Added |
| Transcend Wealth Collective, LLC | 5,398 | $2.11M | 0.19% | +3+0.1% | Added |
| Ninety One SA (PTY) Ltd | 5,717 | $2.03M | 0.79% | −268−4.5% | Reduced |
| Saturna Capital CORP | 5,689 | $2.02M | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 5,654 | $2.01M | 0.01% | +5,654 | New |
| Ferris Capital, LLC | 5,104 | $1.97M | 0.42% | +4,411+636.5% | Added |
| Inverness Counsel LLC | 5,495 | $1.95M | 0.07% | +1,165+26.9% | Added |
| 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 |
| 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 |
| Arete Wealth Advisors, LLC | 5,367 | $1.91M | 0.21% | +5,367 | New |
| Sterling Investment Management, Inc. | 5,330 | $1.89M | 1.21% | +1,275+31.4% | Added |
| Captrust Financial Advisors | 5,316 | $1.89M | 0.02% | +1,329+33.3% | Added |
| Avestar Capital, LLC | 5,310 | $1.89M | 0.37% | +261+5.2% | Added |
| Advisor Partners LLC | 5,233 | $1.86M | 0.13% | −177−3.3% | Reduced |
| Cypress Capital Group | 5,162 | $1.83M | 0.25% | +109+2.2% | Added |
| Atria Investments LLC | 5,122 | $1.82M | 0.03% | −343−6.3% | Reduced |
| Blue Fin Capital, Inc. | 5,108 | $1.81M | 0.55% | −20−0.4% | Reduced |
| Cigna Investments Inc | 5,031 | $1.79M | 0.13% | −76−1.5% | Reduced |
| Huntington National Bank | 5,021 | $1.78M | 0.02% | −162−3.1% | Reduced |
| Glenview Trust Co | 5,000 | $1.78M | 0.07% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 4,988 | $1.77M | 0.03% | −7,936−61.4% | Reduced |
| Ativo Capital Management LLC | 4,967 | $1.76M | 0.83% | −890−15.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.76M | 0.54% | +4,952 | New |
| Fortis Capital Management LLC | 4,900 | $1.74M | 1.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,886 | $1.74M | 0.08% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 4,792 | $1.70M | 0.15% | −109−2.2% | Reduced |
| SG Americas Securities, LLC | 4,789 | $1.70M | 0.01% | +2,482+107.6% | Added |
| Tower Research Capital LLC (TRC) | 4,781 | $1.70M | 0.04% | +714+17.6% | Added |
| Wetherby Asset Management Inc | 4,780 | $1.70M | 0.11% | +89+1.9% | Added |
| Kinneret Advisory, LLC | 4,747 | $1.69M | 0.20% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,732 | $1.68M | 0.35% | +98+2.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,699 | $1.67M | 0.02% | +3,000+176.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 4,698 | $1.67M | 0.46% | +1,002+27.1% | Added |
| 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 |
| BTG Pactual Global Asset Management Ltd | 4,606 | $1.64M | 1.51% | −4,208−47.7% | Reduced |
| 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 |
| IBM Retirement Fund | 4,583 | $1.63M | 0.13% | +9+0.2% | Added |
| Algert Global LLC | 4,501 | $1.60M | 0.21% | +4,501 | New |
| O'Shaughnessy Asset Management, LLC | 4,464 | $1.59M | 0.03% | +1,292+40.7% | Added |
| Sciencast Management LP | 4,332 | $1.56M | 0.44% | −146−3.3% | Reduced |
| Mercer Global Advisors Inc | 4,378 | $1.55M | 0.01% | +149+3.5% | Added |
| Achmea Investment Management B.V. | 4,362 | $1.55M | 0.05% | +223+5.4% | Added |
| Marshall Financial Group LLC | 4,346 | $1.54M | 0.80% | +390+9.9% | Added |
| Essex Savings Bank | 4,024 | $1.53M | 0.56% | −8−0.2% | Reduced |
| Haverford Financial Services, Inc. | 4,310 | $1.53M | 0.37% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,295 | $1.52M | 0.06% | +3,295+329.5% | Added |
| Polar Asset Management Partners Inc. | 4,258 | $1.51M | 0.02% | +4,258 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,249 | $1.51M | 0.16% | +59+1.4% | Added |
| TriaGen Wealth Management LLC | 4,185 | $1.49M | 0.81% | 00.0% | Unchanged |
| Roundview Capital LLC | 4,144 | $1.47M | 0.16% | +111+2.8% | Added |
| Clark Capital Management Group, Inc. | 4,127 | $1.47M | 0.02% | +56+1.4% | Added |
| JustInvest LLC | 4,088 | $1.45M | 0.13% | −1,129−21.6% | Reduced |
| Redmond Asset Management, LLC | 4,078 | $1.45M | 0.45% | +25+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 4,048 | $1.44M | 0.17% | +4,048 | New |
| Pathstone Family Office, LLC | 4,024 | $1.43M | 0.04% | +7+0.2% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.42M | 0.56% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,957 | $1.41M | 0.01% | −352−8.2% | Reduced |
| Ballentine Partners, LLC | 3,954 | $1.40M | 0.05% | +22+0.6% | Added |
| D. E. Shaw & Co., Inc. | 3,910 | $1.39M | 0.00% | +1,288+49.1% | Added |
| TrimTabs Asset Management, LLC | 3,639 | $1.37M | 0.66% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.32M | 0.50% | +75+2.1% | Added |
| Long Road Investment Counsel, LLC | 3,700 | $1.31M | 0.58% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,699 | $1.31M | 0.07% | −210−5.4% | Reduced |
| AdvisorShares Investments LLC | 3,684 | $1.31M | 0.21% | 00.0% | Unchanged |
| 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 |
| Quest Investment Management LLC | 3,678 | $1.31M | 0.12% | +262+7.7% | Added |
| Whittier Trust Co of Nevada Inc | 3,673 | $1.30M | 0.05% | 00.0% | Unchanged |
| Claar Advisors LLC | 3,600 | $1.28M | 0.38% | 00.0% | Unchanged |