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, 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 | 1,414 | $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, 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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 1,619 | $632.0K | 0.03% | +1,619 | New |
| MBB Public Markets I LLC | 1,624 | $634.0K | 0.01% | +1,624 | New |
| Neo Ivy Capital Management | 1,638 | $640.0K | 0.92% | +1,170+250.0% | Added |
| Polar Asset Management Partners Inc. | 1,641 | $641.0K | 0.01% | −2,617−61.5% | Reduced |
| AlphaCrest Capital Management LLC | 1,642 | $641.0K | 0.02% | −610−27.1% | Reduced |
| Bank of the West | 1,640 | $641.0K | 0.06% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,649 | $644.0K | 0.17% | +180+12.3% | Added |
| Oak Thistle LLC | 1,655 | $646.0K | 0.50% | +1,655 | New |
| Veriti Management LLC | 1,660 | $648.0K | 0.08% | −12−0.7% | Reduced |
| Advisors Asset Management, Inc. | 1,670 | $652.3K | 0.01% | −40−2.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,675 | $654.0K | 0.21% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,681 | $657.0K | 0.01% | +1,681 | New |
| Sunflower Bank, N.A. | 1,725 | $674.0K | 0.09% | −41−2.3% | Reduced |
| Highland Capital Management, LLC | 1,730 | $676.0K | 0.04% | −170−8.9% | Reduced |
| Symmetry Partners, LLC | 1,743 | $681.0K | 0.04% | −138−7.3% | Reduced |
| High Net Worth Advisory Group LLC | 1,744 | $681.0K | 0.24% | +1,744 | New |
| J.W. Cole Advisors, Inc. | 1,753 | $685.0K | 0.04% | −101−5.4% | Reduced |
| Morris Financial Concepts, Inc. | 1,765 | $689.0K | 0.57% | +1,765 | New |
| Ashfield Capital Partners, LLC | 1,769 | $691.0K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,768 | $691.0K | 0.08% | +1,768 | New |
| Azzad Asset Management Inc | 1,772 | $692.2K | 0.09% | −44−2.4% | Reduced |
| Regentatlantic Capital LLC | 1,776 | $694.0K | 0.02% | +79+4.7% | Added |
| Engineers Gate Manager LP | 1,792 | $700.0K | 0.03% | −6,337−78.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,811 | $707.0K | 0.04% | +184+11.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,822 | $711.0K | 0.05% | −1,100−37.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,821 | $711.0K | 0.04% | −4−0.2% | Reduced |
| Value Partners Investments Inc. | 1,825 | $711.0K | 0.06% | +455+33.2% | Added |
| Sequoia Financial Advisors, LLC | 1,822 | $712.0K | 0.02% | +1,822 | New |
| Legacy Private Trust Co. | 1,831 | $715.0K | 0.05% | 00.0% | Unchanged |
| Dodge & Cox | 1,857 | $725.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,862 | $727.0K | 0.00% | +1,674+890.4% | Added |
| Boston Private Wealth LLC | 1,868 | $729.0K | 0.01% | −703−27.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,868 | $730.0K | 0.01% | +1,430+326.5% | Added |
| Patriot Investment Management Inc. | 1,890 | $738.0K | 0.06% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,900 | $742.0K | 0.13% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,912 | $747.0K | 0.24% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 1,925 | $751.9K | 0.08% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 1,945 | $760.0K | 0.02% | +1,945 | New |
| Cerity Partners LLC | 1,954 | $766.0K | 0.01% | +648+49.6% | Added |
| Key Financial Inc | 1,970 | $769.0K | 0.39% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,978 | $772.0K | 0.02% | +1,020+106.5% | Added |
| D.B. Root & Company, LLC | 1,986 | $775.0K | 0.28% | −39−1.9% | Reduced |
| Monte Financial Group, LLC | 1,983 | $775.0K | 0.41% | +1,983 | New |
| Raymond James Trust N.A. | 1,991 | $777.0K | 0.02% | +3+0.2% | Added |
| Stonebridge Capital Management Inc | 2,000 | $781.0K | 0.27% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $781.0K | 0.85% | +2,000 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,003 | $782.0K | 0.05% | +230+13.0% | Added |
| NorthCrest Asset Manangement, LLC | 2,037 | $795.0K | 0.04% | +2,037 | New |
| Red Cedar Capital, LLC | 2,070 | $809.0K | 0.46% | 00.0% | Unchanged |
| Old National Bancorp | 2,109 | $824.0K | 0.03% | +9+0.4% | Added |
| Algert Global LLC | 2,112 | $825.0K | 0.10% | −2,389−53.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,120 | $828.0K | 0.03% | −62−2.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,138 | $836.1K | 0.24% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,145 | $838.0K | 0.11% | +55+2.6% | Added |
| Bayesian Capital Management, LP | 2,172 | $848.0K | 0.27% | +2,172 | New |
| AIA Group Ltd | 2,195 | $857.0K | 0.04% | +2,195 | New |
| NVWM, LLC | 2,208 | $862.0K | 0.27% | +2,208 | New |
| IMS Capital Management | 2,220 | $867.0K | 0.45% | +255+13.0% | Added |
| Pacific Global Investment Management CO | 2,223 | $868.0K | 0.16% | −7−0.3% | Reduced |
| Proequities, Inc. | 2,224 | $869.0K | 0.05% | +188+9.2% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $879.0K | 0.21% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,258 | $882.0K | 0.07% | +63+2.9% | Added |
| Waldron Private Wealth LLC | 2,270 | $886.0K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,273 | $888.0K | 0.02% | +317+16.2% | Added |
| Rice Hall James & Associates, LLC | 2,296 | $897.0K | 0.03% | −70−3.0% | Reduced |
| Range Financial Group LLC | 2,318 | $905.0K | 0.60% | −50−2.1% | Reduced |
| Bienville Capital Management, LLC | 2,327 | $909.0K | 0.66% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 2,341 | $914.0K | 0.85% | +2,341 | New |
| Parallel Advisors, LLC | 2,344 | $915.0K | 0.03% | +109+4.9% | Added |
| D. E. Shaw & Co., Inc. | 2,344 | $916.0K | 0.00% | −1,566−40.1% | Reduced |
| Unigestion Holding SA | 2,376 | $928.0K | 0.04% | +2,376 | New |
| Castleview Partners, LLC | 365,582 | $936.0K | 0.01% | +365,582 | New |
| PFG Advisors | 2,410 | $941.0K | 0.09% | +5+0.2% | Added |
| Whittier Trust Co | 2,420 | $945.0K | 0.02% | +134+5.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,424 | $947.0K | 0.06% | +2,424 | New |
| Lumature Wealth Partners, LLC | 2,447 | $956.0K | 0.37% | +128+5.5% | Added |
| USA Financial Portformulas Corp | 2,463 | $962.0K | 0.83% | +2,463 | New |
| Accretive Wealth Partners, LLC | 2,476 | $967.0K | 0.62% | +64+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,487 | $971.0K | 0.01% | −267−9.7% | Reduced |
| Siemens Fonds Invest GmbH | 2,491 | $974.0K | 0.06% | +778+45.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,520 | $984.0K | 0.01% | −107−4.1% | Reduced |
| Profund Advisors LLC | 2,541 | $992.0K | 0.03% | +113+4.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,550 | $996.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,550 | $996.0K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,560 | $1.00M | 0.74% | +38+1.5% | Added |
| Apollon Wealth Management, LLC | 2,574 | $1.00M | 0.08% | +1,617+169.0% | Added |
| Caxton Corp | 2,600 | $1.01M | 0.83% | +220+9.2% | Added |
| Ropes Wealth Advisors LLC | 2,602 | $1.02M | 0.18% | −470−15.3% | Reduced |
| Capital Analysts, LLC | 2,645 | $1.03M | 0.06% | +125+5.0% | Added |
| Advisory Services Network, LLC | 2,695 | $1.05M | 0.03% | +7+0.3% | Added |
| IBM Retirement Fund | 2,706 | $1.06M | 0.13% | −1,877−41.0% | Reduced |
| Tdam USA Inc. | 2,716 | $1.06M | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 2,726 | $1.06M | 0.04% | −488−15.2% | Reduced |
| Darwin Advisors, LLC | 3,110 | $1.07M | 0.17% | +3,110 | New |
| Empirical Finance, LLC | 2,776 | $1.08M | 0.13% | +741+36.4% | Added |
| WMS Partners, LLC | 2,781 | $1.09M | 0.23% | +308+12.5% | Added |
| Seeyond | 2,799 | $1.09M | 0.10% | −31−1.1% | Reduced |
| Magnetar Financial LLC | 2,807 | $1.10M | 0.01% | −4,111−59.4% | Reduced |
| Rodgers Brothers Inc. | 2,861 | $1.12M | 0.20% | −50−1.7% | Reduced |
| Bahl & Gaynor Inc | 2,866 | $1.12M | 0.01% | 00.0% | Unchanged |