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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 1,900 | $675.0K | 0.04% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,900 | $675.0K | 0.13% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,890 | $671.0K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,881 | $668.0K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,874 | $665.0K | 0.04% | +1,819+3,307.3% | Added |
| Castle Rock Wealth Management, LLC | 1,708 | $661.0K | 0.23% | 00.0% | Unchanged |
| Dodge & Cox | 1,857 | $659.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,854 | $658.0K | 0.05% | +1,854 | New |
| Legacy Private Trust Co. | 1,831 | $650.0K | 0.05% | −15−0.8% | Reduced |
| Credential Qtrade Securities Inc. | 1,828 | $649.1K | 0.05% | +56+3.2% | Added |
| Reynders McVeigh Capital Management, LLC | 1,825 | $648.0K | 0.04% | +4+0.2% | Added |
| Azzad Asset Management Inc | 1,816 | $644.8K | 0.10% | −648−26.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,773 | $630.0K | 0.04% | +60+3.5% | Added |
| Ashfield Capital Partners, LLC | 1,769 | $628.0K | 0.04% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,766 | $627.0K | 0.09% | −238−11.9% | Reduced |
| Meristem Family Wealth, LLC | 1,752 | $622.0K | 0.06% | +1,752 | New |
| Siemens Fonds Invest GmbH | 1,713 | $608.0K | 0.04% | +1,713 | New |
| Advisors Asset Management, Inc. | 1,710 | $607.0K | 0.01% | −3−0.2% | Reduced |
| Cumberland Partners Ltd | 1,700 | $604.0K | 0.05% | −700−29.2% | Reduced |
| Regentatlantic Capital LLC | 1,697 | $603.0K | 0.02% | +576+51.4% | Added |
| Walter & Keenan Financial Consulting Co | 1,675 | $595.0K | 0.20% | +29+1.8% | Added |
| Veriti Management LLC | 1,672 | $594.0K | 0.08% | −428−20.4% | Reduced |
| Personal Capital Advisors Corp | 1,661 | $590.0K | 0.00% | +1+0.1% | Added |
| IFP Advisors, Inc | 1,644 | $590.0K | 0.01% | +229+16.2% | Added |
| Bank of the West | 1,640 | $582.0K | 0.06% | −15−0.9% | Reduced |
| CIBC World Markets Inc. | 1,632 | $580.0K | 0.00% | −2,897−64.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,627 | $578.0K | 0.04% | +203+14.3% | Added |
| Snowden Capital Advisors LLC | 1,619 | $574.9K | 0.03% | −102−5.9% | Reduced |
| Spinnaker Trust | 1,585 | $563.0K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 1,579 | $561.0K | 0.01% | +22+1.4% | Added |
| Davy Global Fund Management Ltd | 1,573 | $559.0K | 0.09% | 00.0% | Unchanged |
| DCM Advisors, LLC | 1,571 | $558.0K | 0.21% | +1,571 | New |
| Gofen & Glossberg LLC | 1,563 | $555.0K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,564 | $555.0K | 0.08% | +105+7.2% | Added |
| Meeder Asset Management Inc | 1,559 | $554.0K | 0.03% | +99+6.8% | Added |
| RMB Capital Management, LLC | 1,556 | $553.0K | 0.02% | +5+0.3% | Added |
| NorthCoast Asset Management LLC | 1,545 | $549.0K | 0.02% | +1+0.1% | Added |
| Kendall Capital Management | 1,520 | $540.0K | 0.29% | −45−2.9% | Reduced |
| Atwood & Palmer Inc | 1,500 | $533.0K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,495 | $531.0K | 0.07% | +29+2.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,475 | $524.0K | 0.11% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,469 | $522.0K | 0.14% | +1,469 | New |
| Argent Trust Co | 1,468 | $521.0K | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 1,462 | $519.0K | 0.01% | −395−21.3% | Reduced |
| Brave Asset Management Inc | 1,458 | $518.0K | 0.15% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,442 | $512.0K | 0.05% | +159+12.4% | Added |
| Choate Investment Advisors | 1,439 | $511.0K | 0.03% | −20−1.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,438 | $511.0K | 0.04% | +129+9.9% | Added |
| Verition Fund Management LLC | 1,430 | $508.0K | 0.01% | +453+46.4% | Added |
| Sentry Investment Management LLC | 1,407 | $500.0K | 0.15% | −205−12.7% | Reduced |
| Federated Hermes, Inc. | 1,407 | $500.0K | 0.00% | +481+51.9% | Added |
| Evercore Wealth Management, LLC | 1,405 | $499.0K | 0.01% | −100−6.6% | Reduced |
| J. W. Coons Advisors, LLC | 1,400 | $499.0K | 0.17% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 1,400 | $497.0K | 0.16% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,400 | $497.0K | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,386 | $492.0K | 0.01% | +23+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 1,379 | $490.0K | 0.04% | +108+8.5% | Added |
| Value Partners Investments Inc. | 1,370 | $484.0K | 0.04% | +72+5.5% | Added |
| CX Institutional | 1,358 | $482.0K | 0.04% | −4,967−78.5% | Reduced |
| Diversified Trust Co | 1,349 | $479.0K | 0.02% | +1,349 | New |
| People's United Financial, Inc. | 1,347 | $478.0K | 0.01% | +154+12.9% | Added |
| Cetera Advisor Networks LLC | 1,342 | $477.0K | 0.01% | −48−3.5% | Reduced |
| Boltwood Capital Management | 1,340 | $476.0K | 0.19% | −20−1.5% | Reduced |
| Maple Capital Management, Inc. | 1,323 | $470.0K | 0.06% | 00.0% | Unchanged |
| BTR Capital Management Inc | 1,323 | $470.0K | 0.06% | −53−3.9% | Reduced |
| Savant Capital, LLC | 1,324 | $470.0K | 0.02% | +1,324 | New |
| Beacon Pointe Advisors, LLC | 1,321 | $469.0K | 0.01% | −220−14.3% | Reduced |
| Simplex Trading, LLC | 1,283 | $468.0K | 0.02% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 1,313 | $466.0K | 0.03% | −30−2.2% | Reduced |
| Cerity Partners LLC | 1,306 | $464.0K | 0.01% | −36−2.7% | Reduced |
| Hemenway Trust Co LLC | 1,300 | $462.0K | 0.05% | +1,300 | New |
| Johnson Investment Counsel Inc | 1,292 | $459.0K | 0.01% | +4+0.3% | Added |
| Magellan Asset Management Ltd | 1,264 | $449.0K | 0.00% | −102−7.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $447.0K | 0.20% | 00.0% | Unchanged |
| Bellevue Group AG | 1,250 | $444.0K | 0.00% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,243 | $441.0K | 0.02% | +13+1.1% | Added |
| Miracle Mile Advisors, LLC | 1,242 | $441.0K | 0.02% | +245+24.6% | Added |
| Gries Financial LLC | 1,200 | $426.0K | 0.13% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,200 | $426.0K | 0.05% | 00.0% | Unchanged |
| Toews Corp | 1,200 | $426.0K | 0.05% | +1,200 | New |
| Trillium Asset Management, LLC | 1,195 | $424.0K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,195 | $424.0K | 0.14% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,185 | $421.0K | 0.01% | −35−2.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,174 | $417.0K | 0.27% | +31+2.7% | Added |
| Trexquant Investment LP | 1,173 | $417.0K | 0.03% | +1,173 | New |
| Trust Co of Vermont | 1,168 | $414.0K | 0.03% | −6−0.5% | Reduced |
| WSFS Capital Management, LLC | 1,163 | $413.0K | 0.19% | +3+0.3% | Added |
| Horizon Investments, LLC | 1,141 | $405.0K | 0.01% | −4,816−80.8% | Reduced |
| Cornerstone Advisory, LLC | 1,133 | $402.0K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,132 | $401.0K | 0.00% | +35+3.2% | Added |
| Krane Funds Advisors LLC | 1,111 | $395.0K | 0.01% | +1,111 | New |
| SRS Capital Advisors, Inc. | 1,107 | $393.0K | 0.05% | +117+11.8% | Added |
| Patton Albertson Miller Group, LLC | 1,108 | $393.0K | 0.08% | +1,108 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,102 | $391.0K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,097 | $390.0K | 0.05% | −76−6.5% | Reduced |
| Moody National Bank Trust Division | 1,088 | $386.0K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 1,069 | $379.0K | 0.05% | +1,069 | New |
| Broadleaf Partners, LLC | 1,060 | $376.0K | 0.12% | −10−0.9% | Reduced |
| Mark Stevens | 1,055 | $375.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 1,054 | $374.0K | 0.01% | 00.0% | Unchanged |