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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 5,350 | $2.09M | 0.03% | −73−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 5,353 | $2.09M | 0.18% | −14−0.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,372 | $2.10M | 0.23% | −47−0.9% | Reduced |
| TriaGen Wealth Management LLC | 5,379 | $2.10M | 1.04% | +1,194+28.5% | Added |
| Transcend Wealth Collective, LLC | 5,406 | $2.11M | 0.19% | +8+0.1% | Added |
| Captrust Financial Advisors | 5,441 | $2.13M | 0.01% | +125+2.4% | Added |
| Pendal Group Limited | 5,611 | $2.19M | 0.02% | +5,611 | New |
| Stevens Capital Management LP | 5,679 | $2.22M | 0.51% | +3,485+158.8% | Added |
| Saturna Capital CORP | 5,689 | $2.22M | 0.04% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,697 | $2.23M | 0.41% | +387+7.3% | Added |
| JustInvest LLC | 5,699 | $2.23M | 0.13% | +1,611+39.4% | Added |
| Atria Investments LLC | 5,731 | $2.24M | 0.04% | +609+11.9% | Added |
| O'Shaughnessy Asset Management, LLC | 5,777 | $2.26M | 0.04% | +1,313+29.4% | Added |
| Patton Fund Management, Inc. | 5,856 | $2.29M | 0.69% | +5,856 | New |
| Impax Asset Management Group plc | 5,877 | $2.29M | 0.01% | +458+8.5% | Added |
| Jane Street Group, LLC | 5,890 | $2.30M | 0.00% | −5,221−47.0% | Reduced |
| Private Advisor Group, LLC | 6,092 | $2.38M | 0.02% | −3,398−35.8% | Reduced |
| Alps Advisors Inc | 6,157 | $2.40M | 0.03% | −262−4.1% | Reduced |
| Glenview Trust Co | 6,175 | $2.41M | 0.08% | +1,175+23.5% | Added |
| Veritable, L.P. | 6,190 | $2.42M | 0.04% | +42+0.7% | Added |
| Fortem Financial Group, LLC | 6,454 | $2.52M | 1.15% | −25−0.4% | Reduced |
| Commerce Bank | 6,515 | $2.54M | 0.02% | +295+4.7% | Added |
| Fairbanks Capital Management, Inc. | 6,519 | $2.55M | 1.85% | −40−0.6% | Reduced |
| Regency Capital Management Inc. | 6,542 | $2.56M | 1.63% | +30.0% | Added |
| Trust Co of Toledo NA | 6,750 | $2.64M | 0.39% | 00.0% | Unchanged |
| Equitable Trust Co | 6,868 | $2.68M | 0.17% | −794−10.4% | Reduced |
| Smith, Salley & Associates | 6,930 | $2.71M | 0.19% | +955+16.0% | Added |
| Richard Bernstein Advisors LLC | 6,984 | $2.73M | 0.05% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 7,000 | $2.73M | 1.57% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 7,038 | $2.75M | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,060 | $2.76M | 0.01% | +5,428+332.6% | Added |
| Chicago Partners Investment Group LLC | 8,570 | $2.77M | 0.20% | +1,081+14.4% | Added |
| Centiva Capital, LP | 7,135 | $2.79M | 0.18% | +7,135 | New |
| Regions Financial Corp | 7,184 | $2.81M | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 7,201 | $2.81M | 0.19% | +54+0.8% | Added |
| MD Financial Management Inc. | 7,237 | $2.83M | 0.07% | −888−10.9% | Reduced |
| Quadrature Capital Ltd | 7,398 | $2.89M | 0.15% | +7,398 | New |
| Oppenheimer Asset Management Inc. | 7,404 | $2.89M | 0.04% | −25−0.3% | Reduced |
| George Kaiser Family Foundation | 7,473 | $2.92M | 0.42% | 00.0% | Unchanged |
| Pensionfund Sabic | 7,500 | $2.93M | 0.55% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,520 | $2.94M | 0.73% | −22−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,586 | $2.96M | 0.15% | −99−1.3% | Reduced |
| FDx Advisors, Inc. | 7,684 | $3.00M | 0.08% | +192+2.6% | Added |
| V Wealth Advisors LLC | 7,717 | $3.01M | 0.44% | +60+0.8% | Added |
| TD Waterhouse Canada Inc. | 7,569 | $3.02M | 0.03% | +7,569 | New |
| ExodusPoint Capital Management, LP | 7,753 | $3.03M | 0.04% | −5,335−40.8% | Reduced |
| O'Shares Investment Advisers, LLC | 7,815 | $3.05M | 0.22% | +572+7.9% | Added |
| Level Four Advisory Services, LLC | 7,821 | $3.06M | 0.23% | +1,621+26.1% | Added |
| Banque Cantonale Vaudoise | 7,880 | $3.08M | 0.12% | +1,000+14.5% | Added |
| Rathbone Brothers plc | 7,926 | $3.10M | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 8,000 | $3.13M | 0.58% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 8,064 | $3.15M | 1.84% | −75−0.9% | Reduced |
| Bessemer Group Inc | 8,080 | $3.16M | 0.01% | −4,182−34.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,104 | $3.17M | 0.06% | −10.0% | Reduced |
| Rehmann Capital Advisory Group | 8,118 | $3.17M | 0.29% | −47−0.6% | Reduced |
| Fiduciary Trust Co | 8,176 | $3.19M | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,196 | $3.20M | 0.02% | +3,407+71.1% | Added |
| E. Ohman J:or Asset Management AB | 8,200 | $3.20M | 0.09% | +600+7.9% | Added |
| Hennessy Advisors Inc | 8,200 | $3.20M | 0.18% | +200+2.5% | Added |
| Crawford Investment Counsel Inc | 8,371 | $3.27M | 0.06% | −3,365−28.7% | Reduced |
| Vident Investment Advisory, LLC | 8,412 | $3.29M | 0.09% | +2,071+32.7% | Added |
| Bancreek Capital Management, LP | 8,486 | $3.31M | 3.10% | +8,486 | New |
| Connable Office Inc | 8,604 | $3.36M | 0.43% | +54+0.6% | Added |
| Kornitzer Capital Management Inc | 8,724 | $3.41M | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,815 | $3.44M | 0.02% | +296+3.5% | Added |
| Midwest Professional Planners, LTD. | 8,824 | $3.45M | 1.67% | +11+0.1% | Added |
| Segantii Capital Management Ltd | 8,839 | $3.45M | 0.11% | +8,839 | New |
| Raymond James Financial Services Advisors, Inc. | 8,851 | $3.46M | 0.01% | +447+5.3% | Added |
| Seascape Capital Management | 8,877 | $3.47M | 1.63% | +188+2.2% | Added |
| Strong Tower Advisory Services | 8,983 | $3.51M | 1.87% | −117−1.3% | Reduced |
| Gabelli Funds LLC | 9,000 | $3.52M | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 9,195 | $3.59M | 0.28% | +1,819+24.7% | Added |
| Taylor Hoffman Wealth Management | 9,355 | $3.65M | 1.39% | +56+0.6% | Added |
| Ballentine Partners, LLC | 9,368 | $3.66M | 0.11% | +5,414+136.9% | Added |
| Illinois Municipal Retirement Fund | 9,531 | $3.72M | 0.10% | +1,702+21.7% | Added |
| Baird Financial Group, Inc. | 9,613 | $3.75M | 0.01% | +1,061+12.4% | Added |
| Natixis | 9,767 | $3.81M | 0.01% | −115,688−92.2% | Reduced |
| Virginia Retirement Systems Et Al | 9,800 | $3.83M | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 9,832 | $3.84M | 0.11% | +330+3.5% | Added |
| Kentucky Retirement Systems | 9,833 | $3.84M | 0.16% | +326+3.4% | Added |
| Slow Capital, Inc. | 9,836 | $3.84M | 0.66% | +289+3.0% | Added |
| New Mexico Educational Retirement Board | 9,892 | $3.86M | 0.13% | −600−5.7% | Reduced |
| Greenline Partners, LLC | 9,905 | $3.87M | 0.73% | −18−0.2% | Reduced |
| Daiwa Securities Group Inc. | 9,983 | $3.90M | 0.02% | +234+2.4% | Added |
| Olstein Capital Management, L.P. | 10,000 | $3.91M | 0.47% | −4,500−31.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,002 | $3.93M | 0.28% | +10,002 | New |
| First Republic Investment Management, Inc. | 10,073 | $3.93M | 0.01% | +97+1.0% | Added |
| Louisiana State Employees Retirement System | 10,100 | $3.94M | 0.09% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 10,106 | $3.95M | 1.23% | +1,279+14.5% | Added |
| Capital Insight Partners, LLC | 10,107 | $3.95M | 0.80% | +126+1.3% | Added |
| Sepio Capital, LP | 10,291 | $4.02M | 0.30% | +121+1.2% | Added |
| Dynamic Technology Lab Private Ltd | 10,310 | $4.03M | 0.45% | +6,262+154.7% | Added |
| Acadian Asset Management LLC | 10,342 | $4.04M | 0.02% | +1,690+19.5% | Added |
| Crossmark Global Holdings, Inc. | 10,344 | $4.04M | 0.09% | +130+1.3% | Added |
| Pacer Advisors, Inc. | 10,349 | $4.04M | 0.04% | −5,431−34.4% | Reduced |
| Creative Planning | 10,515 | $4.11M | 0.01% | −185−1.7% | Reduced |
| Leuthold Group, LLC | 10,666 | $4.17M | 0.49% | +10,666 | New |
| Boston Partners | 10,914 | $4.26M | 0.01% | −371−3.3% | Reduced |
| Wealthfront Advisers LLC | 11,076 | $4.33M | 0.02% | +3,525+46.7% | Added |
| Bamco Inc | 11,078 | $4.33M | 0.01% | +2,510+29.3% | Added |