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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 57 | $22.0K | 0.00% | +57 | New |
| Signet Financial Management, LLC | 56 | $22.0K | 0.00% | +56 | New |
| Sterling Investment Advisors, Ltd. | 54 | $21.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 47 | $18.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 41 | $16.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 38 | $15.0K | 0.00% | +1+2.7% | Added |
| Washington Trust Co | 34 | $14.0K | 0.00% | −2,535−98.7% | Reduced |
| Financial Management Professionals, Inc. | 36 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 35 | $14.0K | 0.00% | +35 | New |
| American National Bank | 35 | $14.0K | 0.00% | +35 | New |
| AdvisorNet Financial, Inc | 37 | $14.0K | 0.00% | +37 | New |
| Emfo, LLC | 34 | $13.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $12.0K | 0.01% | −23−43.4% | Reduced |
| Hudock, Inc. | 32 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 32 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $11.0K | 0.00% | −1−3.6% | Reduced |
| Raffa Wealth Management, LLC | 28 | $10.9K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 25 | $10.0K | 0.00% | +2+8.7% | Added |
| Tyler-Stone Wealth Management | 25 | $10.0K | 0.01% | +25 | New |
| Logan Capital Management Inc | 23 | $9.00K | 0.00% | −1,000−97.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $8.00K | 0.00% | +20 | New |
| Accel Wealth Management | 21 | $8.00K | 0.00% | +21 | New |
| Tucker Asset Management LLC | 20 | $7.82K | 0.00% | +20 | New |
| McDonald Partners LLC | 19 | $7.42K | 0.01% | +19 | New |
| Absolute Capital Management, LLC | 19 | $7.42K | 0.01% | +19 | New |
| Altshuler Shaham Ltd | 19 | $7.00K | 0.00% | −604−97.0% | Reduced |
| Tarbox Family Office, Inc. | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 15 | $6.00K | 0.00% | +6+66.7% | Added |
| Hershey Trust Co | 13 | $5.00K | 0.00% | +13 | New |
| Clean Yield Group | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 11 | $4.00K | 0.00% | +11 | New |
| Schubert & Co | 10 | $4.00K | 0.00% | +10 | New |
| Aspire Private Capital, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Harbor Investment Advisory, LLC | 5 | $2.00K | 0.00% | −267−98.2% | Reduced |
| Column Capital Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 4 | $1.56K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Curi Capital | 3 | $1.00K | 0.00% | +3 | New |
| Morton Brown Family Wealth, LLC | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $781 | 0.00% | – | – |
| Dark Forest Capital Management LP | 1 | $0 | 0.00% | −87−98.9% | Reduced |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2 | $0 | 0.00% | +2 | New |
| Windacre Partnership LLC | 0 | $0 | 0.00% | −866,800−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −195,902−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −106,800−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −64,261−100.0% | Sold out |
| Davis Capital Partners, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −40,466−100.0% | Sold out |
| Socorro Asset Management LP | 0 | $0 | 0.00% | −25,616−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −14,056−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,269−100.0% | Sold out |
| Manor Road Capital Partners, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,264−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −6,890−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −4,620−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −4,362−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −3,322−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −3,318−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,964−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,559−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Hemenway Trust Co LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Veritas Investment Management (UK) Ltd | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −345−100.0% | Sold out |