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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 673 | $239.0K | 0.00% | +27+4.2% | Added |
| We Are One Seven, LLC | 590 | $238.0K | 0.03% | +590 | New |
| Teamwork Financial Advisors, LLC | 669 | $237.0K | 0.05% | +70+11.7% | Added |
| Mirabella Financial Services LLP | 664 | $236.0K | 0.03% | +664 | New |
| Virtu Financial LLC | 663 | $235.0K | 0.02% | −2,963−81.7% | Reduced |
| Caldwell Trust Co | 660 | $234.4K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 656 | $233.0K | 0.07% | +656 | New |
| Berman Capital Advisors, LLC | 656 | $232.0K | 0.04% | +176+36.7% | Added |
| TAP Consulting, LLC | 650 | $231.0K | 0.06% | +1+0.2% | Added |
| Quadrant Capital Group LLC | 638 | $227.0K | 0.03% | +16+2.6% | Added |
| FinTrust Capital Advisors, LLC | 634 | $225.0K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 633 | $225.0K | 0.05% | +633 | New |
| Gyon Technologies Capital Management, LP | 632 | $224.0K | 0.06% | −426−40.3% | Reduced |
| Altshuler Shaham Ltd | 623 | $222.0K | 0.00% | +623 | New |
| Buckingham Strategic Wealth, LLC | 623 | $221.0K | 0.00% | +6+1.0% | Added |
| First Foundation Advisors | 615 | $218.0K | 0.01% | +38+6.6% | Added |
| HCR Wealth Advisors | 612 | $217.0K | 0.04% | 00.0% | Unchanged |
| Red Wave Investments LLC | 612 | $217.0K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 611 | $216.0K | 0.00% | +611 | New |
| Lion Street Advisors, LLC | 606 | $216.0K | 0.12% | +606 | New |
| Estabrook Capital Management | 600 | $213.1K | 0.03% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 610 | $213.0K | 0.04% | 00.0% | Unchanged |
| EWG Elevate Inc. | 601 | $213.0K | 0.09% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 600 | $213.0K | 0.06% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 600 | $213.0K | 0.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 600 | $213.0K | 0.01% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 600 | $213.0K | 0.04% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $213.0K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 597 | $212.0K | 0.22% | 00.0% | Unchanged |
| Brookstone Capital Management | 576 | $208.0K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 572 | $203.0K | 0.04% | +572 | New |
| Balentine LLC | 567 | $201.0K | 0.01% | +567 | New |
| Koshinski Asset Management, Inc. | 556 | $197.4K | 0.02% | +556 | New |
| Fieldpoint Private Securities, LLC | 527 | $187.0K | 0.04% | +22+4.4% | Added |
| JNBA Financial Advisors | 496 | $176.0K | 0.02% | +146+41.7% | Added |
| Systematic Alpha Investments, LLC | 416 | $168.0K | 0.01% | +416 | New |
| Fukoku Mutual Life Insurance Co | 470 | $167.0K | 0.01% | +20+4.4% | Added |
| Sonora Investment Management, LLC | 462 | $164.0K | 0.02% | +62+15.5% | Added |
| Ellevest, Inc. | 451 | $160.0K | 0.02% | −21−4.4% | Reduced |
| Exchange Traded Concepts, LLC | 438 | $156.0K | 0.00% | +28+6.8% | Added |
| Lloyd Advisory Services, LLC. | 438 | $156.0K | 0.08% | +173+65.3% | Added |
| Manchester Capital Management LLC | 428 | $152.0K | 0.02% | −3−0.7% | Reduced |
| Covington Capital Management | 428 | $152.0K | 0.01% | +3+0.7% | Added |
| Harvest Fund Management Co., Ltd | 429 | $152.0K | 0.03% | +148+52.7% | Added |
| First Mercantile Trust Co | 400 | $142.0K | 0.02% | +16+4.2% | Added |
| First Pacific Advisors, LP | 385 | $137.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 372 | $132.0K | 0.01% | −5−1.3% | Reduced |
| CenterStar Asset Management, LLC | – | $131.0K | 0.10% | – | New |
| TD Ameritrade Investment Management, LLC | 449 | $130.0K | 0.00% | −162−26.5% | Reduced |
| Neo Ivy Capital Management | 468 | $129.0K | 0.15% | +468 | New |
| C M Bidwell & Associates Ltd | 355 | $126.0K | 0.08% | −51−12.6% | Reduced |
| Cascade Investment Advisors, Inc. | 350 | $124.3K | 0.08% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 350 | $124.0K | 0.01% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 345 | $123.0K | 0.01% | −7,077−95.4% | Reduced |
| State of Wyoming | 345 | $123.0K | 0.08% | −58−14.4% | Reduced |
| True Link Financial Advisors, LLC | 8 | $123.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 317 | $113.0K | 0.03% | +9+2.9% | Added |
| TD Private Client Wealth LLC | 313 | $111.1K | 0.00% | +10+3.3% | Added |
| South State Corp. | 305 | $108.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 303 | $108.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 304 | $108.0K | 0.02% | +10+3.4% | Added |
| Geneos Wealth Management Inc. | 300 | $107.0K | 0.00% | 00.0% | Unchanged |
| U S Global Investors Inc | 300 | $107.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $107.0K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 302 | $107.0K | 0.00% | +302 | New |
| Trustcore Financial Services, LLC | 286 | $102.0K | 0.01% | +266+1,330.0% | Added |
| Hexagon Capital Partners LLC | 282 | $100.0K | 0.03% | −3−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 272 | $97.0K | 0.01% | +67+32.7% | Added |
| Resources Management Corp | 266 | $94.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $94.0K | 0.01% | +264 | New |
| Kistler-Tiffany Companies, LLC | 250 | $89.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 243 | $86.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 240 | $85.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 234 | $83.0K | 0.02% | +44+23.2% | Added |
| PFG Private Wealth Management, LLC | 233 | $83.0K | 0.05% | +233 | New |
| Compagnie Lombard Odier SCmA | 225 | $80.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 224 | $80.0K | 0.00% | +139+163.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 222 | $79.0K | 0.00% | +222 | New |
| Newfound Research LLC | 216 | $77.0K | 0.12% | −54−20.0% | Reduced |
| Kowal Investment Group, LLC | 214 | $76.0K | 0.02% | +214 | New |
| Spire Wealth Management | 210 | $75.0K | 0.00% | −17−7.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 200 | $71.0K | 0.00% | −525−72.4% | Reduced |
| M&R Capital Management Inc | 200 | $71.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $71.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 200 | $71.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 199 | $71.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 200 | $71.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 188 | $67.0K | 0.00% | +112+147.4% | Added |
| Parkside Financial Bank & Trust | 183 | $65.0K | 0.02% | +3+1.7% | Added |
| Carroll Financial Associates, Inc. | 180 | $63.0K | 0.00% | +100+125.0% | Added |
| Johnson Financial Group, Inc. | 178 | $63.0K | 0.00% | +178 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $60.0K | 0.06% | −60−26.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 169 | $60.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 166 | $58.9K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 163 | $58.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 160 | $57.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 157 | $56.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 159 | $56.0K | 0.01% | +17+12.0% | Added |
| Kelly Financial Services LLC | 157 | $55.9K | 0.03% | −45,196−99.7% | Reduced |
| Carolinas Wealth Consulting LLC | 135 | $48.0K | 0.01% | −37−21.5% | Reduced |