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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 199 | $78.0K | 0.01% | +40+25.2% | Added |
| Bedel Financial Consulting, Inc. | 203 | $79.0K | 0.02% | +3+1.5% | Added |
| KB Financial Partners, LLC | 217 | $85.0K | 0.02% | +217 | New |
| First Horizon Advisors, Inc. | 228 | $88.0K | 0.00% | −582−71.9% | Reduced |
| Compagnie Lombard Odier SCmA | 225 | $88.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 228 | $89.0K | 0.03% | −15−6.2% | Reduced |
| Quent Capital, LLC | 234 | $92.0K | 0.02% | +234 | New |
| Kelly Financial Services LLC | 239 | $93.2K | 0.04% | +82+52.2% | Added |
| North Star Investment Management Corp. | 240 | $94.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 250 | $98.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 252 | $98.0K | 0.02% | +18+7.7% | Added |
| TD Private Client Wealth LLC | 251 | $98.0K | 0.00% | −62−19.8% | Reduced |
| JFS Wealth Advisors, LLC | 258 | $101.0K | 0.01% | −6−2.3% | Reduced |
| Newfound Research LLC | 258 | $101.0K | 0.12% | +42+19.4% | Added |
| PFG Private Wealth Management, LLC | 261 | $102.0K | 0.05% | +28+12.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 263 | $103.0K | 0.00% | +63+31.5% | Added |
| CoreCap Advisors, LLC | 264 | $103.0K | 0.01% | +264 | New |
| Resources Management Corp | 266 | $104.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 282 | $110.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 286 | $112.0K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 295 | $115.0K | 0.05% | −2,826−90.5% | Reduced |
| CVA Family Office, LLC | 295 | $115.0K | 0.03% | +295 | New |
| Centaurus Financial, Inc. | 296 | $116.0K | 0.01% | −76−20.4% | Reduced |
| U S Global Investors Inc | 300 | $117.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $117.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $117.0K | 0.07% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $117.0K | 0.23% | +300 | New |
| True Link Financial Advisors, LLC | – | $118.0K | 0.02% | – | – |
| Salem Investment Counselors Inc | 303 | $118.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 309 | $121.0K | 0.02% | −8−2.5% | Reduced |
| South State Corp. | 311 | $121.0K | 0.01% | +6+2.0% | Added |
| TCI Wealth Advisors, Inc. | 310 | $121.0K | 0.02% | +6+2.0% | Added |
| Capital Advisors, Ltd. LLC | 326 | $127.0K | 0.02% | +229+236.1% | Added |
| Fred Alger Management, LLC | 328 | $128.0K | 0.00% | +199+154.3% | Added |
| Cascade Investment Advisors, Inc. | 350 | $136.7K | 0.08% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 350 | $137.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 353 | $138.0K | 0.00% | +51+16.9% | Added |
| JNBA Financial Advisors | 358 | $140.0K | 0.02% | −138−27.8% | Reduced |
| First Pacific Advisors, LP | 385 | $150.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 393 | $153.5K | 0.04% | +393 | New |
| Harbour Investments, Inc. | 409 | $160.0K | 0.01% | −447−52.2% | Reduced |
| Covington Capital Management | 428 | $167.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 428 | $167.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 452 | $176.5K | 0.01% | +416+1,155.6% | Added |
| Lloyd Advisory Services, LLC. | 471 | $184.0K | 0.08% | +33+7.5% | Added |
| Massmutual Trust Co FSB | 489 | $191.0K | 0.01% | −410−45.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 490 | $191.0K | 0.01% | +20+4.3% | Added |
| Kathleen S. Wright Associates Inc. | 500 | $195.0K | 0.14% | +500 | New |
| Harvest Fund Management Co., Ltd | 508 | $198.0K | 0.03% | +79+18.4% | Added |
| Laurel Wealth Advisors, Inc. | 511 | $200.0K | 0.02% | +511 | New |
| Fruth Investment Management | 516 | $201.0K | 0.06% | +516 | New |
| Desjardins Global Asset Management Inc. | 518 | $202.0K | 0.02% | +518 | New |
| Hancock Whitney Corp | 520 | $203.0K | 0.01% | +520 | New |
| LVW Advisors, LLC | 523 | $204.0K | 0.03% | −49−8.6% | Reduced |
| Howe & Rusling Inc | 526 | $205.0K | 0.02% | −180−25.5% | Reduced |
| KCM Investment Advisors LLC | 526 | $205.0K | 0.01% | +526 | New |
| Busey Wealth Management | 526 | $205.0K | 0.01% | +526 | New |
| Claret Asset Management Corp | 525 | $205.0K | 0.04% | +525 | New |
| Edgestream Partners, L.P. | 528 | $206.0K | 0.01% | −295−35.8% | Reduced |
| Fieldpoint Private Securities, LLC | 527 | $206.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 526 | $206.0K | 0.02% | +75+16.6% | Added |
| Reliant Investment Management, LLC | 528 | $206.0K | 0.08% | +528 | New |
| Blackhawk Capital Partners LLC. | 528 | $206.0K | 0.12% | +528 | New |
| Pathway Financial Advisors LLC | 600 | $206.0K | 0.07% | +600 | New |
| Psagot Value Holdings Ltd. / (Israel) | 534 | $209.0K | 0.04% | +534 | New |
| Regent Peak Wealth Advisors LLC | 537 | $210.0K | 0.06% | +537 | New |
| Winton Group Ltd | 541 | $211.0K | 0.01% | −329−37.8% | Reduced |
| Chesapeake Wealth Management | 541 | $211.0K | 0.07% | +541 | New |
| Halbert Hargrove Global Advisors, LLC | 543 | $212.0K | 0.01% | +543 | New |
| Grove Bank & Trust | 544 | $212.0K | 0.04% | +544 | New |
| Relaxing Retirement Coach | 544 | $212.0K | 0.12% | +544 | New |
| Financial Consulate, Inc | 544 | $213.0K | 0.07% | +544 | New |
| Brookstone Capital Management | 576 | $215.0K | 0.00% | 00.0% | Unchanged |
| Middleton & Co Inc | 550 | $215.0K | 0.02% | +550 | New |
| International Assets Investment Management, LLC | 552 | $216.0K | 0.04% | +552 | New |
| Ontario Teachers Pension Plan Board | 556 | $217.0K | 0.00% | +556 | New |
| Koshinski Asset Management, Inc. | 556 | $217.2K | 0.02% | 00.0% | Unchanged |
| 1st Source Bank | 560 | $219.0K | 0.01% | +560 | New |
| Scotia Capital Inc. | 561 | $219.0K | 0.00% | +561 | New |
| Virtu Financial LLC | 568 | $222.0K | 0.02% | −95−14.3% | Reduced |
| Boston Common Asset Management, LLC | 568 | $222.0K | 0.01% | +568 | New |
| Legacy Financial Advisors, Inc. | 580 | $227.0K | 0.05% | +580 | New |
| Verition Fund Management LLC | 583 | $228.0K | 0.00% | −847−59.2% | Reduced |
| Gyon Technologies Capital Management, LP | 592 | $231.0K | 0.04% | −40−6.3% | Reduced |
| Riverview Trust Co | 597 | $233.0K | 0.14% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 598 | $233.0K | 0.17% | +598 | New |
| Point72 Hong Kong Ltd | 600 | $234.0K | 0.02% | −2,415−80.1% | Reduced |
| Monarch Capital Management Inc | 600 | $234.0K | 0.06% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 600 | $234.0K | 0.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 600 | $234.0K | 0.01% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 600 | $234.0K | 0.04% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $234.0K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 599 | $234.0K | 0.02% | +599 | New |
| Estabrook Capital Management | 600 | $234.3K | 0.03% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 606 | $235.0K | 0.11% | 00.0% | Unchanged |
| EWG Elevate Inc. | 601 | $235.0K | 0.12% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 607 | $237.0K | 0.01% | −94−13.4% | Reduced |
| HCR Wealth Advisors | 612 | $239.0K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 616 | $240.0K | 0.07% | +616 | New |
| Spire Wealth Management | 621 | $243.0K | 0.01% | +411+195.7% | Added |