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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 3,575 | $1.27M | 0.26% | +318+9.8% | Added |
| 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 |
| Exchange Capital Management, Inc. | 3,523 | $1.25M | 0.24% | −185−5.0% | Reduced |
| Cresset Asset Management, LLC | 3,499 | $1.24M | 0.02% | +189+5.7% | Added |
| Regal Investment Advisors LLC | 3,493 | $1.24M | 0.12% | −240−6.4% | Reduced |
| Brinker Capital Investments, LLC | 3,375 | $1.22M | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,375 | $1.20M | 0.10% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 3,364 | $1.20M | 0.25% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,358 | $1.19M | 0.18% | −35−1.0% | Reduced |
| Human Investing LLC | 3,322 | $1.18M | 0.28% | −81−2.4% | Reduced |
| Anchor Investment Management, LLC | 3,320 | $1.18M | 0.16% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 3,318 | $1.18M | 0.01% | +3,318 | New |
| 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 |
| Brave Warrior Advisors, LLC | 3,279 | $1.16M | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,272 | $1.16M | 0.15% | −150−4.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,270 | $1.16M | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 3,249 | $1.15M | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 3,214 | $1.14M | 0.04% | −342−9.6% | Reduced |
| Exencial Wealth Advisors, LLC | 3,203 | $1.14M | 0.05% | +3+0.1% | Added |
| National Asset Management, Inc. | 3,195 | $1.14M | 0.04% | −240−7.0% | Reduced |
| Meitav Dash Investments Ltd | 3,160 | $1.13M | 0.02% | +250+8.6% | Added |
| 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 |
| Ironwood Investment Counsel, LLC | 3,109 | $1.10M | 0.28% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,104 | $1.10M | 0.05% | −699−18.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,103 | $1.10M | 0.00% | +677+27.9% | Added |
| Ropes Wealth Advisors LLC | 3,072 | $1.09M | 0.17% | −118−3.7% | Reduced |
| Redwood Investment Management, LLC | 3,052 | $1.08M | 0.15% | +2,084+215.3% | Added |
| Moloney Securities Asset Management, LLC | 3,045 | $1.08M | 0.20% | +145+5.0% | Added |
| Okabena Investment Services Inc | 3,036 | $1.08M | 0.57% | −620−17.0% | Reduced |
| Point72 Hong Kong Ltd | 3,015 | $1.07M | 0.08% | +3,015 | New |
| SRN Advisors, LLC | 3,004 | $1.07M | 0.49% | −1,971−39.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,964 | $1.05M | 0.34% | +2,964 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,922 | $1.04M | 0.06% | −500−14.6% | Reduced |
| Angeles Investment Advisors, LLC | 2,918 | $1.04M | 0.06% | +329+12.7% | Added |
| Rodgers Brothers Inc. | 2,911 | $1.03M | 0.21% | +311+12.0% | Added |
| Pensionfund DSM Netherlands | 2,900 | $1.03M | 0.13% | −8,600−74.8% | Reduced |
| Smithfield Trust Co | 2,870 | $1.02M | 0.07% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,866 | $1.02M | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,842 | $1.01M | 0.02% | +328+13.0% | Added |
| Seeyond | 2,830 | $1.00M | 0.10% | +2,085+279.9% | Added |
| 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 |
| Keebeck Wealth Management, LLC | 2,778 | $986.0K | 0.19% | −346−11.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,754 | $978.0K | 0.02% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 2,720 | $966.0K | 0.07% | +33+1.2% | Added |
| Tdam USA Inc. | 2,716 | $964.0K | 0.06% | −10.0% | Reduced |
| Advisory Services Network, LLC | 2,688 | $954.0K | 0.03% | −44−1.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,627 | $933.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,571 | $913.0K | 0.01% | +415+19.2% | Added |
| Washington Trust Co | 2,569 | $912.0K | 0.03% | −10.0% | Reduced |
| Bartlett & Co. LLC | 2,550 | $906.0K | 0.02% | −9−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,550 | $905.5K | 0.02% | −9−0.4% | Reduced |
| 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 |
| Heritage Wealth Management, LLC | 2,535 | $900.0K | 0.32% | +344+15.7% | Added |
| Heartland Bank & Trust Co | 2,522 | $896.0K | 0.77% | +853+51.1% | Added |
| Capital Analysts, LLC | 2,520 | $895.0K | 0.06% | +35+1.4% | Added |
| WMS Partners, LLC | 2,473 | $878.0K | 0.13% | +583+30.8% | Added |
| Profund Advisors LLC | 2,428 | $862.0K | 0.03% | −52−2.1% | Reduced |
| Accretive Wealth Partners, LLC | 2,412 | $856.0K | 0.60% | +86+3.7% | Added |
| PFG Advisors | 2,405 | $854.0K | 0.10% | +10+0.4% | Added |
| Caxton Corp | 2,380 | $845.0K | 0.68% | −2−0.1% | Reduced |
| Range Financial Group LLC | 2,368 | $841.0K | 0.61% | +220+10.2% | Added |
| Rice Hall James & Associates, LLC | 2,366 | $840.0K | 0.03% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,327 | $826.0K | 0.47% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,319 | $824.0K | 0.34% | +98+4.4% | Added |
| PDT Partners, LLC | 2,300 | $817.0K | 0.06% | +2,300 | New |
| Whittier Trust Co | 2,286 | $812.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,270 | $806.0K | 0.05% | +244+12.0% | Added |
| AlphaCrest Capital Management LLC | 2,252 | $800.0K | 0.04% | +852+60.9% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $798.0K | 0.21% | −450−16.7% | Reduced |
| Parallel Advisors, LLC | 2,235 | $794.0K | 0.03% | +240+12.0% | Added |
| Pacific Global Investment Management CO | 2,230 | $792.0K | 0.16% | −228−9.3% | 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 |
| Ameritas Investment Partners, Inc. | 2,182 | $775.0K | 0.03% | −45−2.0% | Reduced |
| Highland Private Wealth Management | 2,162 | $768.0K | 0.11% | +1,567+263.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,138 | $759.2K | 0.19% | +1,380+182.1% | Added |
| HighPoint Advisor Group LLC | 2,103 | $747.0K | 0.07% | −266−11.2% | Reduced |
| Old National Bancorp | 2,100 | $746.0K | 0.03% | −6−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,090 | $742.0K | 0.11% | +650+45.1% | Added |
| Red Cedar Capital, LLC | 2,070 | $735.0K | 0.45% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,056 | $730.0K | 0.00% | +42+2.1% | 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 |
| Sawtooth Solutions, LLC | 2,029 | $721.0K | 0.11% | +235+13.1% | Added |
| D.B. Root & Company, LLC | 2,025 | $719.0K | 0.28% | −398−16.4% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $710.0K | 0.26% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 1,988 | $706.0K | 0.02% | −205−9.3% | Reduced |
| Key Financial Inc | 1,970 | $700.0K | 0.40% | 00.0% | Unchanged |
| IMS Capital Management | 1,965 | $698.0K | 0.40% | +105+5.6% | Added |
| Park Avenue Securities LLC | 1,956 | $695.0K | 0.01% | −441−18.4% | Reduced |
| United Capital Financial Advisers, LLC | 1,954 | $694.0K | 0.00% | +1,954 | New |
| Fishman Jay A Ltd | 1,925 | $683.6K | 0.08% | 00.0% | Unchanged |
| Rockland Trust Co | 1,916 | $680.0K | 0.05% | −504−20.8% | Reduced |
| Riversedge Advisors, LLC | 1,912 | $679.0K | 0.23% | 00.0% | Unchanged |