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Livermore
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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 2 sales; 1,415 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, Q4 2021

Institutional positions in Moodys Corp as of Dec 31, 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
1,059
+98 vs. Q3 2021
Shares held
170.0M
+528.2K (+0.3%) vs. Q3 2021
Total value
$66.2B
+$6.03B (+10.0%) vs. Q3 2021
New holders
158
387 more added
Sold out
60
300 more reduced

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,059 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ4 2021: $66.2B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q3 2021.

Institutions holding MCO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Dark Forest Capital Management LP1$00.00%−87−98.9%Reduced
JJJ Advisors Inc.1$00.00%00.0%Unchanged
Retirement Planning Co of New England, Inc.2$00.00%+2New
WestEnd Advisors, LLC2$7810.00%––
Country Trust Bank3$1.00K0.00%00.0%Unchanged
PSI Advisors, LLC3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.00K0.00%00.0%Unchanged
Concord Wealth Partners3$1.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC4$1.00K0.00%00.0%Unchanged
Addison Advisors LLC3$1.00K0.00%+3New
Curi Capital3$1.00K0.00%+3New
Morton Brown Family Wealth, LLC3$1.00K0.00%+3New
Global Financial Private Client, LLC4$1.56K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC5$2.00K0.00%−267−98.2%Reduced
Column Capital Advisors, LLC6$2.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$2.00K0.00%00.0%Unchanged
Old North State Trust, LLC6$2.00K0.00%00.0%Unchanged
Surevest, LLC5$2.00K0.00%+5New
Cassady Schiller Wealth Management, LLC5$2.00K0.00%+5New
Aspire Private Capital, LLC8$3.00K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC8$3.00K0.00%+8New
Clean Yield Group10$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC10$4.00K0.00%00.0%Unchanged
Sofos Investments, Inc.11$4.00K0.00%00.0%Unchanged
Core Alternative Capital11$4.00K0.00%+11New
Schubert & Co10$4.00K0.00%+10New
Hershey Trust Co13$5.00K0.00%+13New
Tarbox Family Office, Inc.15$6.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC15$6.00K0.00%+6+66.7%Added
Altshuler Shaham Ltd19$7.00K0.00%−604−97.0%Reduced
McDonald Partners LLC19$7.42K0.01%+19New
Absolute Capital Management, LLC19$7.42K0.01%+19New
Tucker Asset Management LLC20$7.82K0.00%+20New
Sierra Capital LLC20$8.00K0.00%+20New
Accel Wealth Management21$8.00K0.00%+21New
Logan Capital Management Inc23$9.00K0.00%−1,000−97.8%Reduced
Thomas J. Herzfeld Advisors, Inc.22$9.00K0.00%00.0%Unchanged
Legacy Bridge, LLC25$10.0K0.01%00.0%Unchanged
Versant Capital Management, Inc26$10.0K0.00%00.0%Unchanged
Smith Group Asset Management, LLC25$10.0K0.00%+2+8.7%Added
Tyler-Stone Wealth Management25$10.0K0.01%+25New
Raffa Wealth Management, LLC28$10.9K0.00%00.0%Unchanged
Ancora Advisors, LLC27$11.0K0.00%−1−3.6%Reduced
Eagle Bay Advisors LLC30$12.0K0.01%−23−43.4%Reduced
Hudock, Inc.32$12.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.32$12.0K0.00%00.0%Unchanged
Emfo, LLC34$13.0K0.01%00.0%Unchanged
Washington Trust Co34$14.0K0.00%−2,535−98.7%Reduced
Financial Management Professionals, Inc.36$14.0K0.00%00.0%Unchanged
Cambridge Trust Co35$14.0K0.00%+35New
American National Bank35$14.0K0.00%+35New
AdvisorNet Financial, Inc37$14.0K0.00%+37New
Corbenic Partners LLC38$15.0K0.00%+1+2.7%Added
Sutton Wealth Advisors Inc.41$16.0K0.01%00.0%Unchanged
Asset Dedication, LLC47$18.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.45$18.0K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.54$21.0K0.01%00.0%Unchanged
IronBridge Private Wealth, LLC56$22.0K0.01%00.0%Unchanged
MV Capital Management, Inc.56$22.0K0.00%+10+21.7%Added
Gradient Investments LLC57$22.0K0.00%+52+1,040.0%Added
Plante Moran Financial Advisors, LLC57$22.0K0.00%+57New
Signet Financial Management, LLC56$22.0K0.00%+56New
BDO Wealth Advisors, LLC60$23.0K0.00%00.0%Unchanged
Wesleyan Assurance Society60$23.0K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC60$23.0K0.00%+60New
Charter Oak Capital Management, LLC70$27.0K0.00%00.0%Unchanged
West Paces Advisors Inc.75$29.3K0.01%00.0%Unchanged
Loomis Sayles & Co L P78$30.0K0.00%−37−32.2%Reduced
Earnest Partners LLC78$30.0K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.80$31.0K0.02%−90−52.9%Reduced
Ogorek Anthony Joseph84$32.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc85$33.0K0.00%−139−62.1%Reduced
Jones Financial Companies LLLP85$33.0K0.00%+8+10.4%Added
Sugarloaf Wealth Management, LLC87$34.0K0.01%00.0%Unchanged
Kings Point Capital Management91$36.0K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC100$39.0K0.02%+100New
GPS Wealth Strategies Group, LLC102$40.0K0.01%00.0%Unchanged
City State Bank106$41.0K0.03%+106New
Confluence Wealth Services, Inc.117$45.0K0.01%+117New
Gemmer Asset Management LLC120$47.0K0.01%00.0%Unchanged
Arlington Partners LLC123$48.0K0.01%+123New
EverSource Wealth Advisors, LLC133$51.0K0.01%+133New
Bell Investment Advisors, Inc139$54.0K0.01%+12+9.4%Added
Carolinas Wealth Consulting LLC148$58.0K0.01%+13+9.6%Added
Silvant Capital Management LLC157$61.0K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.156$61.0K0.03%+156New
Maverick Capital LtdSuperinvestorMaverick Capital165$64.0K0.00%−57−25.7%Reduced
Atlas Capital Advisors LLC166$64.8K0.01%00.0%Unchanged
Private Capital Group, LLC167$65.0K0.01%+4+2.5%Added
Seldon Capital LP166$65.0K0.04%+166New
Jackson, Grant Investment Advisers, Inc.169$66.0K0.03%00.0%Unchanged
NEXT Financial Group, Inc176$69.0K0.00%+77+77.8%Added
Barrett Asset Management, LLC178$70.0K0.00%+18+11.3%Added
Covestor Ltd179$70.0K0.10%+179New
Parkside Financial Bank & Trust186$72.0K0.02%+3+1.6%Added
Carroll Financial Associates, Inc.188$75.0K0.00%+8+4.4%Added
M&R Capital Management Inc200$78.0K0.02%00.0%Unchanged
Edmond de Rothschild Holding S.A.200$78.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.199$78.0K0.02%00.0%Unchanged
Rockbridge Investment Management, LCC200$78.0K0.01%00.0%Unchanged