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 |
|---|---|---|---|---|---|
| Roanoke Asset Management Corp | 966 | $377.0K | 0.12% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 971 | $379.0K | 0.02% | +119+14.0% | Added |
| Checchi Capital Advisers, LLC | 973 | $380.0K | 0.04% | +15+1.6% | Added |
| Beese Fulmer Investment Management, Inc. | 1,000 | $391.0K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,004 | $392.0K | 0.03% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,006 | $393.0K | 0.16% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,020 | $398.0K | 0.03% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 1,030 | $402.0K | 0.23% | −7−0.7% | Reduced |
| American Portfolios Advisors | 1,033 | $403.3K | 0.01% | +143+16.1% | Added |
| Resources Investment Advisors, LLC. | 1,042 | $407.0K | 0.02% | +184+21.4% | Added |
| Mark Stevens | 1,055 | $412.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 1,054 | $412.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,054 | $412.0K | 0.07% | +28+2.7% | Added |
| Broadleaf Partners, LLC | 1,060 | $414.0K | 0.13% | 00.0% | Unchanged |
| JB Capital LLC | 1,070 | $418.0K | 0.04% | +1+0.1% | Added |
| CWM, LLC | 1,076 | $420.0K | 0.00% | +1,076 | New |
| Abbrea Capital, LLC | 1,080 | $422.0K | 0.06% | +164+17.9% | Added |
| GYL Financial Synergies, LLC | 1,086 | $424.0K | 0.11% | +1,086 | New |
| Moody National Bank Trust Division | 1,088 | $425.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,091 | $426.0K | 0.07% | +132+13.8% | Added |
| Proficio Capital Partners LLC | 1,106 | $432.0K | 0.06% | +9+0.8% | Added |
| Engine No. 1 LLC | 1,107 | $432.0K | 0.09% | +242+28.0% | Added |
| Patton Albertson Miller Group, LLC | 1,108 | $433.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,111 | $434.0K | 0.06% | +4+0.4% | Added |
| Axxcess Wealth Management, LLC | 1,111 | $434.0K | 0.03% | +1,111 | New |
| Magellan Asset Management Ltd | 1,113 | $435.0K | 0.00% | −151−11.9% | Reduced |
| NewEdge Wealth, LLC | 1,121 | $438.0K | 0.02% | +301+36.7% | Added |
| FineMark National Bank & Trust | 1,157 | $452.0K | 0.02% | −86−6.9% | Reduced |
| Horizon Investments, LLC | 1,161 | $453.0K | 0.01% | +20+1.8% | Added |
| Rockefeller Capital Management L.P. | 1,162 | $453.0K | 0.00% | +30+2.7% | Added |
| WSFS Capital Management, LLC | 1,164 | $455.0K | 0.17% | +1+0.1% | Added |
| Modera Wealth Management, LLC | 1,164 | $455.0K | 0.02% | +1,164 | New |
| Trust Co of Vermont | 1,168 | $456.0K | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 1,186 | $463.0K | 0.01% | −276−18.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,185 | $463.0K | 0.01% | 00.0% | Unchanged |
| People's United Financial, Inc. | 1,188 | $464.0K | 0.01% | −159−11.8% | Reduced |
| Trillium Asset Management, LLC | 1,195 | $467.0K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,195 | $467.0K | 0.15% | 00.0% | Unchanged |
| Gries Financial LLC | 1,200 | $469.0K | 0.19% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,200 | $469.0K | 0.05% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 1,212 | $473.0K | 0.01% | +1,212 | New |
| Twin Tree Management, LP | 1,221 | $477.0K | 0.01% | −18,192−93.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,223 | $478.0K | 0.26% | +49+4.2% | Added |
| Qtron Investments LLC | 1,227 | $479.0K | 0.11% | +1,227 | New |
| Cornerstone Advisory, LLC | 1,233 | $482.0K | 0.07% | +100+8.8% | Added |
| Cross Staff Investments Inc | 1,200 | $489.0K | 0.44% | +1,200 | New |
| Palisades Hudson Asset Management, L.P. | 1,258 | $491.0K | 0.21% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,271 | $496.0K | 0.01% | −50−3.8% | Reduced |
| Penserra Capital Management LLC | 1,284 | $500.0K | 0.01% | +601+88.0% | Added |
| Johnson Investment Counsel Inc | 1,292 | $505.0K | 0.01% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,307 | $510.0K | 0.00% | +375+40.2% | Added |
| Maple Capital Management, Inc. | 1,309 | $511.0K | 0.06% | −14−1.1% | Reduced |
| BTR Capital Management Inc | 1,314 | $513.0K | 0.06% | −9−0.7% | Reduced |
| Dowling & Yahnke LLC | 1,313 | $513.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,336 | $522.0K | 0.30% | +1,336 | New |
| Boltwood Capital Management | 1,340 | $523.0K | 0.19% | 00.0% | Unchanged |
| Diversified Trust Co | 1,349 | $527.0K | 0.02% | 00.0% | Unchanged |
| Ossiam | 1,370 | $535.0K | 0.01% | −4,986−78.4% | Reduced |
| Federated Hermes, Inc. | 1,371 | $535.0K | 0.00% | −36−2.6% | Reduced |
| GeoWealth Management, LLC | 1,379 | $539.0K | 0.04% | +1,379 | New |
| Connectus Wealth, LLC | 1,378 | $539.0K | 0.02% | +1,378 | New |
| Savant Capital, LLC | 1,385 | $541.0K | 0.02% | +61+4.6% | Added |
| Argyle Capital Management Inc. | 1,400 | $547.0K | 0.17% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,400 | $547.0K | 0.11% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,405 | $549.0K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,400 | $549.0K | 0.17% | 00.0% | Unchanged |
| Rockland Trust Co | 1,408 | $550.0K | 0.04% | −508−26.5% | Reduced |
| Sentry Investment Management LLC | 1,407 | $550.0K | 0.14% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,413 | $552.0K | 0.15% | +1,413 | New |
| DDD Partners, LLC | 1,417 | $553.0K | 0.08% | +1,417 | New |
| Stratos Wealth Advisors, LLC | 1,438 | $562.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,438 | $562.0K | 0.01% | +52+3.8% | Added |
| Argent Trust Co | 1,446 | $565.0K | 0.03% | −22−1.5% | Reduced |
| Brave Asset Management Inc | 1,458 | $569.0K | 0.16% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,460 | $570.0K | 0.07% | +700+92.1% | Added |
| United Capital Financial Advisers, LLC | 1,463 | $571.0K | 0.00% | −491−25.1% | Reduced |
| Choate Investment Advisors | 1,463 | $571.0K | 0.03% | +24+1.7% | Added |
| Sound View Wealth Advisors Group, LLC | 1,475 | $576.0K | 0.11% | 00.0% | Unchanged |
| Kendall Capital Management | 1,485 | $580.0K | 0.28% | −35−2.3% | Reduced |
| Castle Rock Wealth Management, LLC | 1,708 | $584.0K | 0.24% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 1,500 | $586.0K | 0.00% | −21,800−93.6% | Reduced |
| Atwood & Palmer Inc | 1,500 | $586.0K | 0.05% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,514 | $591.0K | 0.01% | +172+12.8% | Added |
| DCM Advisors, LLC | 1,518 | $593.0K | 0.17% | −53−3.4% | Reduced |
| Miracle Mile Advisors, LLC | 1,529 | $597.0K | 0.02% | +287+23.1% | Added |
| Personal Cfo Solutions, LLC | 1,533 | $599.0K | 0.11% | +1,533 | New |
| RMB Capital Management, LLC | 1,551 | $606.0K | 0.02% | −5−0.3% | Reduced |
| Verdence Capital Advisors LLC | 1,562 | $610.0K | 0.07% | +67+4.5% | Added |
| Trust Asset Management LLC | 1,564 | $611.0K | 0.08% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,568 | $612.0K | 0.01% | +5+0.3% | Added |
| Credential Qtrade Securities Inc. | 1,571 | $613.6K | 0.04% | −257−14.1% | Reduced |
| IFP Advisors, Inc | 1,523 | $614.0K | 0.01% | −121−7.4% | Reduced |
| Spinnaker Trust | 1,585 | $619.0K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,586 | $619.0K | 1.49% | +1,586 | New |
| CAPROCK Group, Inc. | 1,587 | $620.0K | 0.05% | +145+10.1% | Added |
| Tokio Marine Asset Management Co Ltd | 1,587 | $620.0K | 0.05% | +208+15.1% | Added |
| MAI Capital Management | 1,589 | $621.0K | 0.01% | +10+0.6% | Added |
| Cumberland Partners Ltd | 1,600 | $625.0K | 0.04% | −100−5.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,611 | $629.0K | 0.02% | +868+116.8% | Added |
| Personal Capital Advisors Corp | 1,614 | $630.0K | 0.00% | −47−2.8% | Reduced |