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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 2,870 | $1.12M | 0.07% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,881 | $1.13M | 0.44% | +2,881 | New |
| IndexIQ Advisors LLC | 2,893 | $1.13M | 0.04% | +82+2.9% | Added |
| Regal Investment Advisors LLC | 2,893 | $1.13M | 0.10% | −600−17.2% | Reduced |
| Pensionfund DSM Netherlands | 2,900 | $1.13M | 0.13% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 2,901 | $1.13M | 0.07% | +181+6.7% | Added |
| Moloney Securities Asset Management, LLC | 2,914 | $1.14M | 0.19% | −131−4.3% | Reduced |
| Brewin Dolphin Ltd | 2,924 | $1.14M | 0.05% | −180−5.8% | Reduced |
| Keebeck Wealth Management, LLC | 2,968 | $1.16M | 0.21% | +190+6.8% | Added |
| Mystic Asset Management, Inc. | 3,000 | $1.17M | 0.55% | +3,000 | New |
| Washington Trust Advisors, Inc. | 2,999 | $1.17M | 0.08% | +2,999 | New |
| Wealthspire Advisors, LLC | 3,032 | $1.18M | 0.03% | +190+6.7% | Added |
| Cavalier Investments, LLC | 3,076 | $1.20M | 0.31% | +3,076 | New |
| Okabena Investment Services Inc | 3,077 | $1.20M | 0.46% | +41+1.4% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.21M | 0.28% | −5−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,184 | $1.24M | 0.00% | +81+2.6% | Added |
| Exencial Wealth Advisors, LLC | 3,207 | $1.25M | 0.06% | +4+0.1% | Added |
| Inverness Counsel LLC | 3,221 | $1.26M | 0.05% | −2,274−41.4% | Reduced |
| National Asset Management, Inc. | 3,233 | $1.26M | 0.04% | +38+1.2% | Added |
| HM Payson & Co | 3,237 | $1.26M | 0.03% | −12−0.4% | Reduced |
| Signaturefd, LLC | 3,256 | $1.27M | 0.04% | +135+4.3% | Added |
| Brave Warrior Advisors, LLC | 3,279 | $1.28M | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,297 | $1.29M | 0.16% | −387−10.5% | Reduced |
| Astrantus Ltd | 3,300 | $1.29M | 0.96% | +3,300 | New |
| Anchor Investment Management, LLC | 3,320 | $1.30M | 0.16% | 00.0% | Unchanged |
| Umb Bank N A | 3,321 | $1.30M | 0.02% | +3,321 | New |
| Hills Bank & Trust Co | 3,323 | $1.30M | 0.18% | −35−1.0% | Reduced |
| Naples Global Advisors, LLC | 3,325 | $1.30M | 0.15% | +53+1.6% | Added |
| Asset Management Group, Inc. | 3,364 | $1.31M | 0.26% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,375 | $1.32M | 0.10% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,394 | $1.32M | 0.06% | −305−8.2% | Reduced |
| Angeles Investment Advisors, LLC | 3,428 | $1.34M | 0.07% | +510+17.5% | Added |
| Ieq Capital, LLC | 3,470 | $1.35M | 0.03% | +170+5.2% | Added |
| Exchange Capital Management, Inc. | 3,491 | $1.36M | 0.25% | −32−0.9% | Reduced |
| Quest Investment Management LLC | 3,552 | $1.39M | 0.12% | −126−3.4% | Reduced |
| SRN Advisors, LLC | 3,567 | $1.39M | 0.50% | +563+18.7% | Added |
| GWM Advisors LLC | 3,583 | $1.40M | 0.02% | +1,044+41.1% | Added |
| Lido Advisors, LLC | 3,594 | $1.40M | 0.03% | +38+1.1% | Added |
| Claar Advisors LLC | 3,600 | $1.41M | 0.40% | 00.0% | Unchanged |
| PDT Partners, LLC | 3,600 | $1.41M | 0.11% | +1,300+56.5% | Added |
| TrimTabs Asset Management, LLC | 3,639 | $1.42M | 0.70% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 3,649 | $1.43M | 0.27% | +74+2.1% | Added |
| Telemus Capital, LLC | 3,653 | $1.43M | 0.12% | −28−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,673 | $1.44M | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,691 | $1.44M | 0.11% | −1,340−26.6% | Reduced |
| Long Road Investment Counsel, LLC | 3,700 | $1.45M | 0.57% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.45M | 0.51% | 00.0% | Unchanged |
| Greenleaf Trust | 3,781 | $1.48M | 0.02% | +226+6.4% | Added |
| AMS Capital Ltda | 3,820 | $1.49M | 0.33% | +3,820 | New |
| Cresset Asset Management, LLC | 3,877 | $1.51M | 0.01% | +378+10.8% | Added |
| Aigen Investment Management, LP | 3,865 | $1.52M | 0.09% | +1,329+52.4% | Added |
| Inherent Group, LP | 4,000 | $1.56M | 0.41% | −4,606−53.5% | Reduced |
| Van Strum & Towne Inc. | 4,000 | $1.56M | 0.57% | 00.0% | Unchanged |
| Essex Savings Bank | 4,022 | $1.57M | 0.53% | −20.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,026 | $1.57M | 0.06% | +756+23.1% | Added |
| Toroso Investments, LLC | 4,025 | $1.57M | 0.05% | +1,215+43.2% | Added |
| Redmond Asset Management, LLC | 4,033 | $1.57M | 0.44% | −45−1.1% | Reduced |
| Clark Capital Management Group, Inc. | 4,073 | $1.59M | 0.02% | −54−1.3% | Reduced |
| Baader Bank INC | 4,107 | $1.60M | 0.13% | +4,107 | New |
| Caxton Associates LP | 4,111 | $1.61M | 0.20% | +3,308+412.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,164 | $1.63M | 0.01% | +207+5.2% | Added |
| Roundview Capital LLC | 4,181 | $1.63M | 0.16% | +37+0.9% | Added |
| Change Path, LLC | 4,232 | $1.65M | 0.08% | +570+15.6% | Added |
| Pathstone Family Office, LLC | 4,239 | $1.66M | 0.04% | +215+5.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,281 | $1.67M | 0.05% | −9,540−69.0% | Reduced |
| Citizens Financial Group Inc | 4,311 | $1.68M | 0.06% | +16+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,306 | $1.68M | 0.16% | +57+1.3% | Added |
| Haverford Financial Services, Inc. | 4,310 | $1.68M | 0.38% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 4,369 | $1.71M | 0.63% | +23+0.5% | Added |
| BTG Pactual Global Asset Management Ltd | 4,396 | $1.72M | 1.79% | −210−4.6% | Reduced |
| Quantamental Technologies LLC | 4,406 | $1.72M | 0.87% | +4,406 | New |
| Ci Investments Inc. | 4,498 | $1.76M | 0.01% | +2,442+118.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,532 | $1.77M | 0.02% | −167−3.6% | Reduced |
| HB Wealth Management, LLC | 4,534 | $1.77M | 0.04% | +4,534 | New |
| Donoghue Forlines LLC | 4,589 | $1.79M | 0.30% | +4,589 | New |
| Rossmore Private Capital | 4,600 | $1.80M | 0.28% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,623 | $1.80M | 0.06% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 4,698 | $1.83M | 0.43% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,712 | $1.84M | 0.21% | +2,683+132.2% | Added |
| Kinneret Advisory, LLC | 4,747 | $1.85M | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,758 | $1.86M | 0.03% | +157+3.4% | Added |
| NFJ Investment Group, LLC | 4,784 | $1.87M | 0.03% | −204−4.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 4,792 | $1.87M | 0.15% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 4,793 | $1.87M | 0.12% | +4,793 | New |
| Ativo Capital Management LLC | 4,852 | $1.90M | 0.84% | −115−2.3% | Reduced |
| Mercer Global Advisors Inc | 4,866 | $1.90M | 0.01% | +488+11.1% | Added |
| Blue Fin Capital, Inc. | 4,877 | $1.90M | 0.53% | −231−4.5% | Reduced |
| Ingalls & Snyder LLC | 4,886 | $1.91M | 0.09% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,922 | $1.92M | 0.11% | +142+3.0% | Added |
| Walleye Trading LLC | 4,934 | $1.93M | 0.03% | +4,151+530.1% | Added |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.93M | 0.56% | 00.0% | Unchanged |
| Huntington National Bank | 4,963 | $1.94M | 0.02% | −58−1.2% | Reduced |
| Ferris Capital, LLC | 5,104 | $1.99M | 0.43% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 5,109 | $2.00M | 0.38% | +377+8.0% | Added |
| Brinker Capital Investments, LLC | 5,160 | $2.02M | 0.03% | +1,785+52.9% | Added |
| Advisor Partners LLC | 5,234 | $2.04M | 0.12% | +10.0% | Added |
| Sterling Investment Management, Inc. | 5,270 | $2.06M | 1.28% | −60−1.1% | Reduced |
| Cypress Capital Group | 5,292 | $2.07M | 0.26% | +130+2.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,323 | $2.08M | 0.01% | +4,650+690.9% | Added |
| Westbourne Investment Advisors, Inc. | 5,349 | $2.09M | 0.82% | −75−1.4% | Reduced |