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 |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 2,223 | $868.0K | 0.16% | −7−0.3% | Reduced |
| IMS Capital Management | 2,220 | $867.0K | 0.45% | +255+13.0% | Added |
| NVWM, LLC | 2,208 | $862.0K | 0.27% | +2,208 | New |
| AIA Group Ltd | 2,195 | $857.0K | 0.04% | +2,195 | New |
| Bayesian Capital Management, LP | 2,172 | $848.0K | 0.27% | +2,172 | New |
| Penobscot Investment Management Company, Inc. | 2,145 | $838.0K | 0.11% | +55+2.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,138 | $836.1K | 0.24% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,120 | $828.0K | 0.03% | −62−2.8% | Reduced |
| Algert Global LLC | 2,112 | $825.0K | 0.10% | −2,389−53.1% | Reduced |
| Old National Bancorp | 2,109 | $824.0K | 0.03% | +9+0.4% | Added |
| Red Cedar Capital, LLC | 2,070 | $809.0K | 0.46% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,037 | $795.0K | 0.04% | +2,037 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,003 | $782.0K | 0.05% | +230+13.0% | Added |
| Stonebridge Capital Management Inc | 2,000 | $781.0K | 0.27% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $781.0K | 0.85% | +2,000 | New |
| Raymond James Trust N.A. | 1,991 | $777.0K | 0.02% | +3+0.2% | Added |
| D.B. Root & Company, LLC | 1,986 | $775.0K | 0.28% | −39−1.9% | Reduced |
| Monte Financial Group, LLC | 1,983 | $775.0K | 0.41% | +1,983 | New |
| Coldstream Capital Management Inc | 1,978 | $772.0K | 0.02% | +1,020+106.5% | Added |
| Key Financial Inc | 1,970 | $769.0K | 0.39% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,954 | $766.0K | 0.01% | +648+49.6% | Added |
| Industrial Alliance Investment Management Inc. | 1,945 | $760.0K | 0.02% | +1,945 | New |
| Fishman Jay A Ltd | 1,925 | $751.9K | 0.08% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,912 | $747.0K | 0.24% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,900 | $742.0K | 0.13% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,890 | $738.0K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,868 | $730.0K | 0.01% | +1,430+326.5% | Added |
| Boston Private Wealth LLC | 1,868 | $729.0K | 0.01% | −703−27.3% | Reduced |
| Assetmark, Inc | 1,862 | $727.0K | 0.00% | +1,674+890.4% | Added |
| Dodge & Cox | 1,857 | $725.0K | 0.00% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,831 | $715.0K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,822 | $712.0K | 0.02% | +1,822 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,822 | $711.0K | 0.05% | −1,100−37.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,821 | $711.0K | 0.04% | −4−0.2% | Reduced |
| Value Partners Investments Inc. | 1,825 | $711.0K | 0.06% | +455+33.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,811 | $707.0K | 0.04% | +184+11.3% | Added |
| Engineers Gate Manager LP | 1,792 | $700.0K | 0.03% | −6,337−78.0% | Reduced |
| Regentatlantic Capital LLC | 1,776 | $694.0K | 0.02% | +79+4.7% | Added |
| Azzad Asset Management Inc | 1,772 | $692.2K | 0.09% | −44−2.4% | Reduced |
| Ashfield Capital Partners, LLC | 1,769 | $691.0K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,768 | $691.0K | 0.08% | +1,768 | New |
| Morris Financial Concepts, Inc. | 1,765 | $689.0K | 0.57% | +1,765 | New |
| J.W. Cole Advisors, Inc. | 1,753 | $685.0K | 0.04% | −101−5.4% | Reduced |
| Symmetry Partners, LLC | 1,743 | $681.0K | 0.04% | −138−7.3% | Reduced |
| High Net Worth Advisory Group LLC | 1,744 | $681.0K | 0.24% | +1,744 | New |
| Highland Capital Management, LLC | 1,730 | $676.0K | 0.04% | −170−8.9% | Reduced |
| Sunflower Bank, N.A. | 1,725 | $674.0K | 0.09% | −41−2.3% | Reduced |
| Group One Trading, L.P. | 1,681 | $657.0K | 0.01% | +1,681 | New |
| Walter & Keenan Financial Consulting Co | 1,675 | $654.0K | 0.21% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,670 | $652.3K | 0.01% | −40−2.3% | Reduced |
| Veriti Management LLC | 1,660 | $648.0K | 0.08% | −12−0.7% | Reduced |
| Oak Thistle LLC | 1,655 | $646.0K | 0.50% | +1,655 | New |
| Pearl River Capital, LLC | 1,649 | $644.0K | 0.17% | +180+12.3% | Added |
| Polar Asset Management Partners Inc. | 1,641 | $641.0K | 0.01% | −2,617−61.5% | Reduced |
| AlphaCrest Capital Management LLC | 1,642 | $641.0K | 0.02% | −610−27.1% | Reduced |
| Bank of the West | 1,640 | $641.0K | 0.06% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,638 | $640.0K | 0.92% | +1,170+250.0% | Added |
| MBB Public Markets I LLC | 1,624 | $634.0K | 0.01% | +1,624 | New |
| Baker Avenue Asset Management, LP | 1,619 | $632.0K | 0.03% | +1,619 | New |
| Personal Capital Advisors Corp | 1,614 | $630.0K | 0.00% | −47−2.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,611 | $629.0K | 0.02% | +868+116.8% | Added |
| Cumberland Partners Ltd | 1,600 | $625.0K | 0.04% | −100−5.9% | Reduced |
| MAI Capital Management | 1,589 | $621.0K | 0.01% | +10+0.6% | Added |
| CAPROCK Group, Inc. | 1,587 | $620.0K | 0.05% | +145+10.1% | Added |
| Tokio Marine Asset Management Co Ltd | 1,587 | $620.0K | 0.05% | +208+15.1% | Added |
| Spinnaker Trust | 1,585 | $619.0K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,586 | $619.0K | 1.49% | +1,586 | New |
| IFP Advisors, Inc | 1,523 | $614.0K | 0.01% | −121−7.4% | Reduced |
| Credential Qtrade Securities Inc. | 1,571 | $613.6K | 0.04% | −257−14.1% | Reduced |
| Gofen & Glossberg LLC | 1,568 | $612.0K | 0.01% | +5+0.3% | Added |
| Trust Asset Management LLC | 1,564 | $611.0K | 0.08% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,562 | $610.0K | 0.07% | +67+4.5% | Added |
| RMB Capital Management, LLC | 1,551 | $606.0K | 0.02% | −5−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,533 | $599.0K | 0.11% | +1,533 | New |
| Miracle Mile Advisors, LLC | 1,529 | $597.0K | 0.02% | +287+23.1% | Added |
| DCM Advisors, LLC | 1,518 | $593.0K | 0.17% | −53−3.4% | Reduced |
| Cetera Advisor Networks LLC | 1,514 | $591.0K | 0.01% | +172+12.8% | Added |
| Alberta Investment Management Corp | 1,500 | $586.0K | 0.00% | −21,800−93.6% | Reduced |
| Atwood & Palmer Inc | 1,500 | $586.0K | 0.05% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,708 | $584.0K | 0.24% | 00.0% | Unchanged |
| Kendall Capital Management | 1,485 | $580.0K | 0.28% | −35−2.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,475 | $576.0K | 0.11% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,463 | $571.0K | 0.00% | −491−25.1% | Reduced |
| Choate Investment Advisors | 1,463 | $571.0K | 0.03% | +24+1.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,460 | $570.0K | 0.07% | +700+92.1% | Added |
| Brave Asset Management Inc | 1,458 | $569.0K | 0.16% | 00.0% | Unchanged |
| Argent Trust Co | 1,446 | $565.0K | 0.03% | −22−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 1,438 | $562.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,438 | $562.0K | 0.01% | +52+3.8% | Added |
| DDD Partners, LLC | 1,417 | $553.0K | 0.08% | +1,417 | New |
| Metis Global Partners, LLC | 1,413 | $552.0K | 0.15% | +1,413 | New |
| Rockland Trust Co | 1,408 | $550.0K | 0.04% | −508−26.5% | Reduced |
| Sentry Investment Management LLC | 1,407 | $550.0K | 0.14% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,405 | $549.0K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,400 | $549.0K | 0.17% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 1,400 | $547.0K | 0.17% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,400 | $547.0K | 0.11% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,385 | $541.0K | 0.02% | +61+4.6% | Added |
| GeoWealth Management, LLC | 1,379 | $539.0K | 0.04% | +1,379 | New |
| Connectus Wealth, LLC | 1,378 | $539.0K | 0.02% | +1,378 | New |