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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 8,200 | $3.20M | 0.18% | +200+2.5% | Added |
| E. Ohman J:or Asset Management AB | 8,200 | $3.20M | 0.09% | +600+7.9% | Added |
| SG Americas Securities, LLC | 8,196 | $3.20M | 0.02% | +3,407+71.1% | Added |
| Fiduciary Trust Co | 8,176 | $3.19M | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,118 | $3.17M | 0.29% | −47−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,104 | $3.17M | 0.06% | −10.0% | Reduced |
| Bessemer Group Inc | 8,080 | $3.16M | 0.01% | −4,182−34.1% | Reduced |
| Citadel Investment Advisory, Inc. | 8,064 | $3.15M | 1.84% | −75−0.9% | Reduced |
| Harbor Advisors LLC | 8,000 | $3.13M | 0.58% | 00.0% | Unchanged |
| Rathbone Brothers plc | 7,926 | $3.10M | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,880 | $3.08M | 0.12% | +1,000+14.5% | Added |
| Level Four Advisory Services, LLC | 7,821 | $3.06M | 0.23% | +1,621+26.1% | Added |
| O'Shares Investment Advisers, LLC | 7,815 | $3.05M | 0.22% | +572+7.9% | Added |
| ExodusPoint Capital Management, LP | 7,753 | $3.03M | 0.04% | −5,335−40.8% | Reduced |
| TD Waterhouse Canada Inc. | 7,569 | $3.02M | 0.03% | +7,569 | New |
| V Wealth Advisors LLC | 7,717 | $3.01M | 0.44% | +60+0.8% | Added |
| FDx Advisors, Inc. | 7,684 | $3.00M | 0.08% | +192+2.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,586 | $2.96M | 0.15% | −99−1.3% | Reduced |
| Lincoln Capital LLC | 7,520 | $2.94M | 0.73% | −22−0.3% | Reduced |
| Pensionfund Sabic | 7,500 | $2.93M | 0.55% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 7,473 | $2.92M | 0.42% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,404 | $2.89M | 0.04% | −25−0.3% | Reduced |
| Quadrature Capital Ltd | 7,398 | $2.89M | 0.15% | +7,398 | New |
| MD Financial Management Inc. | 7,237 | $2.83M | 0.07% | −888−10.9% | Reduced |
| Corient Capital Partners, LLC | 7,201 | $2.81M | 0.19% | +54+0.8% | Added |
| Regions Financial Corp | 7,184 | $2.81M | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,135 | $2.79M | 0.18% | +7,135 | New |
| Chicago Partners Investment Group LLC | 8,570 | $2.77M | 0.20% | +1,081+14.4% | Added |
| CIBC World Markets Inc. | 7,060 | $2.76M | 0.01% | +5,428+332.6% | Added |
| Bridges Investment Management Inc | 7,038 | $2.75M | 0.08% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 7,000 | $2.73M | 1.57% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 6,984 | $2.73M | 0.05% | 00.0% | Unchanged |
| Smith, Salley & Associates | 6,930 | $2.71M | 0.19% | +955+16.0% | Added |
| Equitable Trust Co | 6,868 | $2.68M | 0.17% | −794−10.4% | Reduced |
| Trust Co of Toledo NA | 6,750 | $2.64M | 0.39% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 6,542 | $2.56M | 1.63% | +30.0% | Added |
| Fairbanks Capital Management, Inc. | 6,519 | $2.55M | 1.85% | −40−0.6% | Reduced |
| Commerce Bank | 6,515 | $2.54M | 0.02% | +295+4.7% | Added |
| Fortem Financial Group, LLC | 6,454 | $2.52M | 1.15% | −25−0.4% | Reduced |
| Veritable, L.P. | 6,190 | $2.42M | 0.04% | +42+0.7% | Added |
| Glenview Trust Co | 6,175 | $2.41M | 0.08% | +1,175+23.5% | Added |
| Alps Advisors Inc | 6,157 | $2.40M | 0.03% | −262−4.1% | Reduced |
| Private Advisor Group, LLC | 6,092 | $2.38M | 0.02% | −3,398−35.8% | Reduced |
| Jane Street Group, LLC | 5,890 | $2.30M | 0.00% | −5,221−47.0% | Reduced |
| Impax Asset Management Group plc | 5,877 | $2.29M | 0.01% | +458+8.5% | Added |
| Patton Fund Management, Inc. | 5,856 | $2.29M | 0.69% | +5,856 | New |
| O'Shaughnessy Asset Management, LLC | 5,777 | $2.26M | 0.04% | +1,313+29.4% | Added |
| Atria Investments LLC | 5,731 | $2.24M | 0.04% | +609+11.9% | Added |
| JustInvest LLC | 5,699 | $2.23M | 0.13% | +1,611+39.4% | Added |
| Avestar Capital, LLC | 5,697 | $2.23M | 0.41% | +387+7.3% | Added |
| Saturna Capital CORP | 5,689 | $2.22M | 0.04% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,679 | $2.22M | 0.51% | +3,485+158.8% | Added |
| Pendal Group Limited | 5,611 | $2.19M | 0.02% | +5,611 | New |
| Captrust Financial Advisors | 5,441 | $2.13M | 0.01% | +125+2.4% | Added |
| Transcend Wealth Collective, LLC | 5,406 | $2.11M | 0.19% | +8+0.1% | Added |
| TriaGen Wealth Management LLC | 5,379 | $2.10M | 1.04% | +1,194+28.5% | Added |
| Budros, Ruhlin & Roe, Inc. | 5,372 | $2.10M | 0.23% | −47−0.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,353 | $2.09M | 0.18% | −14−0.3% | Reduced |
| Norinchukin Bank, The | 5,350 | $2.09M | 0.03% | −73−1.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,349 | $2.09M | 0.82% | −75−1.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,323 | $2.08M | 0.01% | +4,650+690.9% | Added |
| Cypress Capital Group | 5,292 | $2.07M | 0.26% | +130+2.5% | Added |
| Sterling Investment Management, Inc. | 5,270 | $2.06M | 1.28% | −60−1.1% | Reduced |
| Advisor Partners LLC | 5,234 | $2.04M | 0.12% | +10.0% | Added |
| Brinker Capital Investments, LLC | 5,160 | $2.02M | 0.03% | +1,785+52.9% | Added |
| Capital Planning Advisors, LLC | 5,109 | $2.00M | 0.38% | +377+8.0% | Added |
| Ferris Capital, LLC | 5,104 | $1.99M | 0.43% | 00.0% | Unchanged |
| Huntington National Bank | 4,963 | $1.94M | 0.02% | −58−1.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.93M | 0.56% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,934 | $1.93M | 0.03% | +4,151+530.1% | Added |
| Wetherby Asset Management Inc | 4,922 | $1.92M | 0.11% | +142+3.0% | Added |
| Ingalls & Snyder LLC | 4,886 | $1.91M | 0.09% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,877 | $1.90M | 0.53% | −231−4.5% | Reduced |
| Mercer Global Advisors Inc | 4,866 | $1.90M | 0.01% | +488+11.1% | Added |
| Ativo Capital Management LLC | 4,852 | $1.90M | 0.84% | −115−2.3% | 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 |
| NFJ Investment Group, LLC | 4,784 | $1.87M | 0.03% | −204−4.1% | Reduced |
| Cetera Investment Advisers | 4,758 | $1.86M | 0.03% | +157+3.4% | Added |
| Kinneret Advisory, LLC | 4,747 | $1.85M | 0.19% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,712 | $1.84M | 0.21% | +2,683+132.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 4,698 | $1.83M | 0.43% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,623 | $1.80M | 0.06% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,600 | $1.80M | 0.28% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 4,589 | $1.79M | 0.30% | +4,589 | New |
| HB Wealth Management, LLC | 4,534 | $1.77M | 0.04% | +4,534 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,532 | $1.77M | 0.02% | −167−3.6% | Reduced |
| Ci Investments Inc. | 4,498 | $1.76M | 0.01% | +2,442+118.8% | Added |
| Quantamental Technologies LLC | 4,406 | $1.72M | 0.87% | +4,406 | New |
| BTG Pactual Global Asset Management Ltd | 4,396 | $1.72M | 1.79% | −210−4.6% | Reduced |
| Marshall Financial Group LLC | 4,369 | $1.71M | 0.63% | +23+0.5% | Added |
| Haverford Financial Services, Inc. | 4,310 | $1.68M | 0.38% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,306 | $1.68M | 0.16% | +57+1.3% | Added |
| Citizens Financial Group Inc | 4,311 | $1.68M | 0.06% | +16+0.4% | Added |
| Ferguson Wellman Capital Management, Inc | 4,281 | $1.67M | 0.05% | −9,540−69.0% | Reduced |
| Pathstone Family Office, LLC | 4,239 | $1.66M | 0.04% | +215+5.3% | Added |
| Change Path, LLC | 4,232 | $1.65M | 0.08% | +570+15.6% | Added |
| Roundview Capital LLC | 4,181 | $1.63M | 0.16% | +37+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,164 | $1.63M | 0.01% | +207+5.2% | Added |
| Caxton Associates LP | 4,111 | $1.61M | 0.20% | +3,308+412.0% | Added |