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 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 1,047 | $372.0K | 0.03% | −53−4.8% | Reduced |
| Hutner Capital Management Inc | 1,037 | $368.0K | 0.24% | −18−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 1,010 | $366.0K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,026 | $364.0K | 0.07% | +765+293.1% | Added |
| Gateway Investment Advisers LLC | 1,023 | $363.0K | 0.00% | −44−4.1% | Reduced |
| Logan Capital Management Inc | 1,023 | $363.0K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,020 | $362.0K | 0.03% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,006 | $357.0K | 0.16% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,004 | $357.0K | 0.03% | +4+0.4% | Added |
| PEAK6 Investments LLC | 1,005 | $357.0K | 0.01% | +1,000+20,000.0% | Added |
| Beese Fulmer Investment Management, Inc. | 1,000 | $355.0K | 0.04% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 985 | $350.0K | 0.11% | −13−1.3% | Reduced |
| D.A. Davidson & Co. | 966 | $343.0K | 0.00% | −6−0.6% | Reduced |
| Roanoke Asset Management Corp | 966 | $343.0K | 0.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 959 | $341.0K | 0.06% | +384+66.8% | Added |
| Checchi Capital Advisers, LLC | 958 | $340.0K | 0.04% | +6+0.6% | Added |
| Apollon Wealth Management, LLC | 957 | $340.0K | 0.05% | +957 | New |
| Baxter Bros Inc | 949 | $337.0K | 0.05% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 949 | $337.0K | 0.20% | +2+0.2% | Added |
| Pettee Investors, Inc. | 946 | $336.0K | 0.16% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 939 | $333.0K | 0.03% | +77+8.9% | Added |
| Valeo Financial Advisors, LLC | 938 | $333.0K | 0.02% | +174+22.8% | Added |
| Fayez Sarofim & Co | 932 | $331.0K | 0.00% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 931 | $331.0K | 0.29% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $325.0K | 0.16% | – | – |
| Abbrea Capital, LLC | 916 | $325.0K | 0.05% | 00.0% | Unchanged |
| Capula Management Ltd | 915 | $325.0K | 0.03% | +915 | New |
| Doyle Wealth Management | 908 | $322.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 899 | $319.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 890 | $316.2K | 0.01% | +50+6.0% | Added |
| Pitcairn Co | 891 | $316.0K | 0.02% | −9−1.0% | Reduced |
| Maven Securities LTD | 886 | $315.0K | 0.04% | +886 | New |
| Avenir Corp | 885 | $314.0K | 0.03% | −70−7.3% | Reduced |
| Axiom Financial Strategies, LLC | 884 | $314.0K | 0.15% | 00.0% | Unchanged |
| MCF Advisors LLC | 879 | $312.0K | 0.03% | +501+132.5% | Added |
| Bradley Foster & Sargent Inc | 879 | $312.0K | 0.01% | +879 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 874 | $310.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 870 | $309.0K | 0.02% | +870 | New |
| Studio Investment Management LLC | 871 | $309.0K | 0.13% | +871 | New |
| Charter Trust Co | 865 | $307.0K | 0.03% | −60−6.5% | Reduced |
| Engine No. 1 LLC | 865 | $307.0K | 0.08% | +865 | New |
| Resources Investment Advisors, LLC. | 858 | $305.0K | 0.01% | +858 | New |
| Abacus Planning Group, Inc. | 857 | $304.0K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 857 | $304.0K | 0.02% | +40+4.9% | Added |
| Harbour Investments, Inc. | 856 | $304.0K | 0.01% | +65+8.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 855 | $304.0K | 0.01% | −1,472−63.3% | Reduced |
| Zions Bancorporation, N.A. | 852 | $303.0K | 0.03% | −103−10.8% | Reduced |
| Synovus Financial Corp | 854 | $303.0K | 0.00% | +4+0.5% | Added |
| Kestra Private Wealth Services, LLC | 852 | $302.0K | 0.02% | −21−2.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 839 | $298.0K | 0.17% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 830 | $295.0K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 824 | $293.0K | 0.04% | +824 | New |
| Edgestream Partners, L.P. | 823 | $292.0K | 0.02% | −536−39.4% | Reduced |
| NewEdge Wealth, LLC | 820 | $291.0K | 0.02% | +2+0.2% | Added |
| Baldwin Brothers Inc | 815 | $289.0K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 814 | $289.0K | 0.02% | +84+11.5% | Added |
| Cypress Asset Management Inc | 810 | $288.0K | 0.07% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 810 | $288.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 810 | $288.0K | 0.01% | +758+1,457.7% | Added |
| Caxton Associates LP | 803 | $285.0K | 0.04% | +803 | New |
| Summit Financial, LLC | 802 | $284.8K | 0.02% | +802 | New |
| Woodmont Investment Counsel LLC | 800 | $284.0K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Management (UK) Ltd | 795 | $282.0K | 0.05% | 00.0% | Unchanged |
| McLean Asset Management Corp | 719 | $281.0K | 0.11% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 790 | $281.0K | 0.02% | +115+17.0% | Added |
| Dorsey & Whitney Trust CO LLC | 786 | $279.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 958 | $278.0K | 0.01% | −50−5.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 783 | $278.0K | 0.07% | 00.0% | Unchanged |
| Walleye Trading LLC | 783 | $278.0K | 0.01% | +783 | New |
| Cozad Asset Management Inc | 780 | $277.0K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 774 | $275.0K | 0.06% | +35+4.7% | Added |
| Birch Hill Investment Advisors LLC | 770 | $273.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 765 | $272.0K | 0.05% | +13+1.7% | Added |
| Lincoln National Corp | 759 | $270.0K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 760 | $270.0K | 0.04% | +760 | New |
| FourThought Financial, LLC | 760 | $269.0K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 757 | $269.0K | 0.00% | 00.0% | Unchanged |
| Collective Family Office LLC | 754 | $268.0K | 0.12% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 753 | $267.0K | 0.31% | +753 | New |
| Clifford Swan Investment Counsel LLC | 674 | $266.0K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 743 | $264.0K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 734 | $261.0K | 0.02% | −130−15.0% | Reduced |
| Fort Point Capital Partners LLC | 729 | $259.0K | 0.04% | +729 | New |
| Calamos Wealth Management LLC | 725 | $257.0K | 0.02% | 00.0% | Unchanged |
| Investment House LLC | 720 | $256.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 720 | $256.0K | 0.06% | +40+5.9% | Added |
| First American Trust, FSB | 712 | $253.0K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 709 | $252.0K | 0.03% | +6+0.9% | Added |
| Howe & Rusling Inc | 706 | $251.0K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 703 | $250.0K | 0.07% | +43+6.5% | Added |
| Orion Portfolio Solutions, LLC | 701 | $249.0K | 0.01% | +701 | New |
| Capstone Investment Advisors, LLC | 693 | $246.0K | 0.00% | −1,669−70.7% | Reduced |
| Mayfair Advisory Group, LLC | 700 | $245.0K | 0.38% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 686 | $244.0K | 0.02% | 00.0% | Unchanged |
| Putnam Investments LLC | 687 | $244.0K | 0.00% | +9+1.3% | Added |
| Sage Mountain Advisors LLC | 688 | $244.0K | 0.04% | +688 | New |
| Little House Capital LLC | 681 | $242.0K | 0.14% | −4−0.6% | Reduced |
| Penserra Capital Management LLC | 683 | $242.0K | 0.01% | +69+11.2% | Added |
| Covenant Multifamily Offices, LLC | 677 | $241.0K | 0.04% | 00.0% | Unchanged |
| Associated Banc-Corp | 673 | $239.0K | 0.01% | 00.0% | Unchanged |