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 |
|---|---|---|---|---|---|
| Baader Bank INC | 4,107 | $1.60M | 0.13% | +4,107 | New |
| Clark Capital Management Group, Inc. | 4,073 | $1.59M | 0.02% | −54−1.3% | Reduced |
| Redmond Asset Management, LLC | 4,033 | $1.57M | 0.44% | −45−1.1% | 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 |
| Essex Savings Bank | 4,022 | $1.57M | 0.53% | −20.0% | Reduced |
| 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 |
| Aigen Investment Management, LP | 3,865 | $1.52M | 0.09% | +1,329+52.4% | Added |
| Cresset Asset Management, LLC | 3,877 | $1.51M | 0.01% | +378+10.8% | Added |
| AMS Capital Ltda | 3,820 | $1.49M | 0.33% | +3,820 | New |
| Greenleaf Trust | 3,781 | $1.48M | 0.02% | +226+6.4% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.45M | 0.51% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,700 | $1.45M | 0.57% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,691 | $1.44M | 0.11% | −1,340−26.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,673 | $1.44M | 0.05% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,653 | $1.43M | 0.12% | −28−0.8% | Reduced |
| Live Oak Private Wealth LLC | 3,649 | $1.43M | 0.27% | +74+2.1% | Added |
| TrimTabs Asset Management, LLC | 3,639 | $1.42M | 0.70% | 00.0% | Unchanged |
| 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 |
| Lido Advisors, LLC | 3,594 | $1.40M | 0.03% | +38+1.1% | Added |
| GWM Advisors LLC | 3,583 | $1.40M | 0.02% | +1,044+41.1% | Added |
| SRN Advisors, LLC | 3,567 | $1.39M | 0.50% | +563+18.7% | Added |
| Quest Investment Management LLC | 3,552 | $1.39M | 0.12% | −126−3.4% | Reduced |
| Exchange Capital Management, Inc. | 3,491 | $1.36M | 0.25% | −32−0.9% | Reduced |
| Ieq Capital, LLC | 3,470 | $1.35M | 0.03% | +170+5.2% | Added |
| Angeles Investment Advisors, LLC | 3,428 | $1.34M | 0.07% | +510+17.5% | Added |
| Sandy Spring Bank | 3,394 | $1.32M | 0.06% | −305−8.2% | Reduced |
| Everence Capital Management Inc | 3,375 | $1.32M | 0.10% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 3,364 | $1.31M | 0.26% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,325 | $1.30M | 0.15% | +53+1.6% | Added |
| Hills Bank & Trust Co | 3,323 | $1.30M | 0.18% | −35−1.0% | Reduced |
| Umb Bank N A | 3,321 | $1.30M | 0.02% | +3,321 | New |
| Anchor Investment Management, LLC | 3,320 | $1.30M | 0.16% | 00.0% | Unchanged |
| Astrantus Ltd | 3,300 | $1.29M | 0.96% | +3,300 | New |
| AdvisorShares Investments LLC | 3,297 | $1.29M | 0.16% | −387−10.5% | Reduced |
| Brave Warrior Advisors, LLC | 3,279 | $1.28M | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,256 | $1.27M | 0.04% | +135+4.3% | Added |
| HM Payson & Co | 3,237 | $1.26M | 0.03% | −12−0.4% | Reduced |
| National Asset Management, Inc. | 3,233 | $1.26M | 0.04% | +38+1.2% | Added |
| Inverness Counsel LLC | 3,221 | $1.26M | 0.05% | −2,274−41.4% | Reduced |
| Exencial Wealth Advisors, LLC | 3,207 | $1.25M | 0.06% | +4+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,184 | $1.24M | 0.00% | +81+2.6% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.21M | 0.28% | −5−0.2% | Reduced |
| Okabena Investment Services Inc | 3,077 | $1.20M | 0.46% | +41+1.4% | Added |
| Cavalier Investments, LLC | 3,076 | $1.20M | 0.31% | +3,076 | New |
| Wealthspire Advisors, LLC | 3,032 | $1.18M | 0.03% | +190+6.7% | Added |
| Washington Trust Advisors, Inc. | 2,999 | $1.17M | 0.08% | +2,999 | New |
| Mystic Asset Management, Inc. | 3,000 | $1.17M | 0.55% | +3,000 | New |
| Keebeck Wealth Management, LLC | 2,968 | $1.16M | 0.21% | +190+6.8% | Added |
| Brewin Dolphin Ltd | 2,924 | $1.14M | 0.05% | −180−5.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,914 | $1.14M | 0.19% | −131−4.3% | 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 |
| Regal Investment Advisors LLC | 2,893 | $1.13M | 0.10% | −600−17.2% | Reduced |
| IndexIQ Advisors LLC | 2,893 | $1.13M | 0.04% | +82+2.9% | Added |
| FORA Capital, LLC | 2,881 | $1.13M | 0.44% | +2,881 | New |
| Smithfield Trust Co | 2,870 | $1.12M | 0.07% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,866 | $1.12M | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 2,861 | $1.12M | 0.20% | −50−1.7% | Reduced |
| Magnetar Financial LLC | 2,807 | $1.10M | 0.01% | −4,111−59.4% | Reduced |
| Seeyond | 2,799 | $1.09M | 0.10% | −31−1.1% | Reduced |
| WMS Partners, LLC | 2,781 | $1.09M | 0.23% | +308+12.5% | Added |
| Empirical Finance, LLC | 2,776 | $1.08M | 0.13% | +741+36.4% | Added |
| Darwin Advisors, LLC | 3,110 | $1.07M | 0.17% | +3,110 | New |
| Vestcor Inc | 2,726 | $1.06M | 0.04% | −488−15.2% | Reduced |
| Tdam USA Inc. | 2,716 | $1.06M | 0.07% | 00.0% | Unchanged |
| IBM Retirement Fund | 2,706 | $1.06M | 0.13% | −1,877−41.0% | Reduced |
| Advisory Services Network, LLC | 2,695 | $1.05M | 0.03% | +7+0.3% | Added |
| Capital Analysts, LLC | 2,645 | $1.03M | 0.06% | +125+5.0% | Added |
| Ropes Wealth Advisors LLC | 2,602 | $1.02M | 0.18% | −470−15.3% | Reduced |
| Caxton Corp | 2,600 | $1.01M | 0.83% | +220+9.2% | Added |
| Apollon Wealth Management, LLC | 2,574 | $1.00M | 0.08% | +1,617+169.0% | Added |
| Heartland Bank & Trust Co | 2,560 | $1.00M | 0.74% | +38+1.5% | Added |
| Bartlett & Co. LLC | 2,550 | $996.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,550 | $996.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,541 | $992.0K | 0.03% | +113+4.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,520 | $984.0K | 0.01% | −107−4.1% | Reduced |
| Siemens Fonds Invest GmbH | 2,491 | $974.0K | 0.06% | +778+45.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,487 | $971.0K | 0.01% | −267−9.7% | Reduced |
| Accretive Wealth Partners, LLC | 2,476 | $967.0K | 0.62% | +64+2.7% | Added |
| USA Financial Portformulas Corp | 2,463 | $962.0K | 0.83% | +2,463 | New |
| Lumature Wealth Partners, LLC | 2,447 | $956.0K | 0.37% | +128+5.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,424 | $947.0K | 0.06% | +2,424 | New |
| Whittier Trust Co | 2,420 | $945.0K | 0.02% | +134+5.9% | Added |
| PFG Advisors | 2,410 | $941.0K | 0.09% | +5+0.2% | Added |
| Castleview Partners, LLC | 365,582 | $936.0K | 0.01% | +365,582 | New |
| Unigestion Holding SA | 2,376 | $928.0K | 0.04% | +2,376 | New |
| D. E. Shaw & Co., Inc. | 2,344 | $916.0K | 0.00% | −1,566−40.1% | Reduced |
| Parallel Advisors, LLC | 2,344 | $915.0K | 0.03% | +109+4.9% | Added |
| Roberts Capital Advisors, LLC | 2,341 | $914.0K | 0.85% | +2,341 | New |
| Bienville Capital Management, LLC | 2,327 | $909.0K | 0.66% | 00.0% | Unchanged |
| Range Financial Group LLC | 2,318 | $905.0K | 0.60% | −50−2.1% | Reduced |
| Rice Hall James & Associates, LLC | 2,296 | $897.0K | 0.03% | −70−3.0% | Reduced |
| Park Avenue Securities LLC | 2,273 | $888.0K | 0.02% | +317+16.2% | Added |
| Waldron Private Wealth LLC | 2,270 | $886.0K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,258 | $882.0K | 0.07% | +63+2.9% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $879.0K | 0.21% | 00.0% | Unchanged |
| Proequities, Inc. | 2,224 | $869.0K | 0.05% | +188+9.2% | Added |