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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 628 | $245.0K | 0.01% | +13+2.1% | Added |
| Parallax Volatility Advisers, L.P. | 629 | $246.0K | 0.00% | −5,914−90.4% | Reduced |
| FinTrust Capital Advisors, LLC | 634 | $248.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 634 | $248.0K | 0.01% | +67+11.8% | Added |
| Summitry LLC | 634 | $248.0K | 0.01% | +634 | New |
| Red Wave Investments LLC | 642 | $251.0K | 0.09% | +30+4.9% | Added |
| Saybrook Capital | 643 | $251.0K | 0.06% | +643 | New |
| Teamwork Financial Advisors, LLC | 648 | $253.0K | 0.05% | −21−3.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 648 | $253.0K | 0.00% | +25+4.0% | Added |
| TAP Consulting, LLC | 650 | $254.0K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 654 | $255.0K | 0.05% | +21+3.3% | Added |
| Caldwell Trust Co | 660 | $257.8K | 0.03% | 00.0% | Unchanged |
| Gladius Capital Management LP | 661 | $259.0K | 0.09% | +661 | New |
| Highland Private Wealth Management | 669 | $261.0K | 0.03% | −1,493−69.1% | Reduced |
| Avantax Advisory Services, Inc. | 668 | $261.0K | 0.00% | +57+9.3% | Added |
| Flputnam Investment Management Co | 668 | $261.0K | 0.01% | +668 | New |
| Clifford Swan Investment Counsel LLC | 674 | $263.0K | 0.01% | 00.0% | Unchanged |
| Associated Banc-Corp | 673 | $263.0K | 0.01% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 700 | $264.0K | 0.35% | 00.0% | Unchanged |
| HWG Holdings LP | 679 | $265.0K | 0.12% | +679 | New |
| Little House Capital LLC | 681 | $266.0K | 0.14% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 683 | $267.0K | 0.00% | −283−29.3% | Reduced |
| Putnam Investments LLC | 683 | $267.0K | 0.00% | −4−0.6% | Reduced |
| Guyasuta Investment Advisors Inc | 686 | $268.0K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 688 | $269.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 692 | $270.0K | 0.13% | +347+100.6% | Added |
| McLean Asset Management Corp | 726 | $271.0K | 0.10% | +7+1.0% | Added |
| West Family Investments, Inc. | 698 | $273.0K | 0.08% | −5−0.7% | Reduced |
| Enlightenment Research, LLC | 700 | $273.0K | 0.39% | +700 | New |
| White Knight Strategic Wealth Advisors, LLC | 700 | $273.0K | 0.29% | +700 | New |
| First American Trust, FSB | 715 | $279.0K | 0.04% | +3+0.4% | Added |
| Investment House LLC | 720 | $281.0K | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 730 | $285.0K | 0.00% | −100−12.0% | Reduced |
| Fort Point Capital Partners LLC | 729 | $285.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 735 | $287.0K | 0.01% | −548−42.7% | Reduced |
| Two Sigma Securities, LLC | 740 | $289.0K | 0.06% | +740 | New |
| Carson Advisory Inc. | 740 | $289.0K | 0.29% | +740 | New |
| Williams Jones Wealth Management, LLC. | 757 | $296.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 757 | $296.0K | 0.04% | −3−0.4% | Reduced |
| Lincoln National Corp | 760 | $297.0K | 0.01% | +1+0.1% | Added |
| Simmons Bank | 764 | $298.0K | 0.02% | −50−6.1% | Reduced |
| Charter Trust Co | 765 | $299.0K | 0.03% | −100−11.6% | Reduced |
| Calamos Wealth Management LLC | 767 | $300.0K | 0.02% | +42+5.8% | Added |
| Birch Hill Investment Advisors LLC | 770 | $301.0K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 770 | $301.0K | 0.09% | +770 | New |
| Wealthsource Partners, LLC | 776 | $303.0K | 0.02% | −271−25.9% | Reduced |
| Quadrant Capital Group LLC | 777 | $303.0K | 0.04% | +139+21.8% | Added |
| Cozad Asset Management Inc | 780 | $305.0K | 0.04% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 783 | $306.0K | 0.07% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 788 | $308.0K | 0.09% | +788 | New |
| Intersect Capital LLC | 790 | $309.0K | 0.06% | +25+3.3% | Added |
| Collective Family Office LLC | 790 | $309.0K | 0.12% | +36+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 791 | $309.0K | 0.06% | +71+9.9% | Added |
| Coastal Investment Advisors, Inc. | 796 | $311.0K | 0.07% | +22+2.8% | Added |
| Woodmont Investment Counsel LLC | 800 | $312.0K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 800 | $312.0K | 0.03% | +91+12.8% | Added |
| 626 Financial, LLC | 800 | $312.0K | 0.19% | +800 | New |
| Forum Financial Management, LP | 800 | $312.0K | 0.02% | +800 | New |
| Metatron Capital SICAV plc | 800 | $312.4K | 0.30% | +800 | New |
| Nations Financial Group Inc, | 803 | $314.0K | 0.04% | −21−2.5% | Reduced |
| Cypress Asset Management Inc | 805 | $314.0K | 0.07% | −5−0.6% | Reduced |
| Sand Hill Global Advisors, LLC | 803 | $314.0K | 0.02% | +69+9.4% | Added |
| Baldwin Brothers Inc | 815 | $318.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 829 | $323.8K | 0.02% | +27+3.4% | Added |
| Fulcrum Asset Management LLP | – | $325.0K | 0.16% | – | – |
| Gladstone Institutional Advisory LLC | 838 | $327.0K | 0.03% | −101−10.8% | Reduced |
| LWM Advisory Services, LLC | 837 | $327.0K | 0.41% | +837 | New |
| Carmichael Hill & Associates, Inc. | 839 | $328.0K | 0.17% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 847 | $331.0K | 0.01% | −32−3.6% | Reduced |
| Synovus Financial Corp | 850 | $332.0K | 0.00% | −4−0.5% | Reduced |
| Zions Bancorporation, N.A. | 850 | $332.0K | 0.03% | −2−0.2% | Reduced |
| Pitcairn Co | 854 | $334.0K | 0.02% | −37−4.2% | Reduced |
| Doyle Wealth Management | 858 | $335.0K | 0.02% | −50−5.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 874 | $341.0K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 878 | $343.0K | 0.09% | +21+2.5% | Added |
| Axiom Financial Strategies, LLC | 884 | $345.0K | 0.16% | 00.0% | Unchanged |
| RFG Advisory, LLC | 884 | $345.0K | 0.02% | +27+3.2% | Added |
| Avenir Corp | 885 | $346.0K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 885 | $346.0K | 0.02% | +95+12.0% | Added |
| SkyView Investment Advisors, LLC | 2,192 | $346.0K | 0.08% | +1,536+234.1% | Added |
| TD Ameritrade Investment Management, LLC | 888 | $347.0K | 0.00% | +439+97.8% | Added |
| Dorsey & Whitney Trust CO LLC | 894 | $348.0K | 0.03% | +108+13.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 894 | $349.0K | 0.01% | +39+4.6% | Added |
| GraniteShares Advisors LLC | 898 | $350.0K | 0.16% | +898 | New |
| Manteio Capital LLC | 918 | $359.0K | 0.46% | +918 | New |
| We Are One Seven, LLC | 929 | $363.0K | 0.04% | +339+57.5% | Added |
| Versor Investments LP | 932 | $364.0K | 0.01% | +932 | New |
| Krane Funds Advisors LLC | 936 | $366.0K | 0.01% | −175−15.8% | Reduced |
| Gateway Investment Advisers LLC | 941 | $368.0K | 0.00% | −82−8.0% | Reduced |
| Studio Investment Management LLC | 941 | $368.0K | 0.13% | +70+8.0% | Added |
| Pettee Investors, Inc. | 946 | $369.0K | 0.15% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 944 | $369.0K | 0.31% | +13+1.4% | Added |
| Snowden Capital Advisors LLC | 948 | $370.0K | 0.02% | −671−41.4% | Reduced |
| Baxter Bros Inc | 949 | $371.0K | 0.05% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 950 | $371.0K | 0.20% | +1+0.1% | Added |
| Valeo Financial Advisors, LLC | 953 | $372.0K | 0.02% | +15+1.6% | Added |
| Shearwater Capital LLC | 954 | $372.0K | 0.33% | +954 | New |
| Cedar Brook Financial Partners, LLC | 954 | $373.0K | 0.10% | −31−3.1% | Reduced |
| Freestone Capital Holdings, LLC | 960 | $375.0K | 0.02% | +960 | New |
| Flagship Harbor Advisors, LLC | 961 | $376.0K | 0.04% | −49−4.9% | Reduced |