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 |
|---|---|---|---|---|---|
| Metatron Capital SICAV plc | 800 | $312.4K | 0.30% | +800 | New |
| Woodmont Investment Counsel LLC | 800 | $312.0K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 800 | $312.0K | 0.03% | +91+12.8% | Added |
| 626 Financial, LLC | 800 | $312.0K | 0.19% | +800 | New |
| Forum Financial Management, LP | 800 | $312.0K | 0.02% | +800 | New |
| Coastal Investment Advisors, Inc. | 796 | $311.0K | 0.07% | +22+2.8% | Added |
| Intersect Capital LLC | 790 | $309.0K | 0.06% | +25+3.3% | Added |
| Collective Family Office LLC | 790 | $309.0K | 0.12% | +36+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 791 | $309.0K | 0.06% | +71+9.9% | Added |
| GSB Wealth Management, LLC | 788 | $308.0K | 0.09% | +788 | New |
| YorkBridge Wealth Partners, LLC | 783 | $306.0K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 780 | $305.0K | 0.04% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 776 | $303.0K | 0.02% | −271−25.9% | Reduced |
| Quadrant Capital Group LLC | 777 | $303.0K | 0.04% | +139+21.8% | Added |
| Birch Hill Investment Advisors LLC | 770 | $301.0K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 770 | $301.0K | 0.09% | +770 | New |
| Calamos Wealth Management LLC | 767 | $300.0K | 0.02% | +42+5.8% | Added |
| Charter Trust Co | 765 | $299.0K | 0.03% | −100−11.6% | Reduced |
| Simmons Bank | 764 | $298.0K | 0.02% | −50−6.1% | Reduced |
| Lincoln National Corp | 760 | $297.0K | 0.01% | +1+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 757 | $296.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 757 | $296.0K | 0.04% | −3−0.4% | Reduced |
| Two Sigma Securities, LLC | 740 | $289.0K | 0.06% | +740 | New |
| Carson Advisory Inc. | 740 | $289.0K | 0.29% | +740 | New |
| Simplex Trading, LLC | 735 | $287.0K | 0.01% | −548−42.7% | Reduced |
| Tocqueville Asset Management L.P. | 730 | $285.0K | 0.00% | −100−12.0% | Reduced |
| Fort Point Capital Partners LLC | 729 | $285.0K | 0.04% | 00.0% | Unchanged |
| Investment House LLC | 720 | $281.0K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 715 | $279.0K | 0.04% | +3+0.4% | Added |
| West Family Investments, Inc. | 698 | $273.0K | 0.08% | −5−0.7% | Reduced |
| Enlightenment Research, LLC | 700 | $273.0K | 0.39% | +700 | New |
| White Knight Strategic Wealth Advisors, LLC | 700 | $273.0K | 0.29% | +700 | New |
| McLean Asset Management Corp | 726 | $271.0K | 0.10% | +7+1.0% | Added |
| State of Wyoming | 692 | $270.0K | 0.13% | +347+100.6% | Added |
| Sage Mountain Advisors LLC | 688 | $269.0K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 686 | $268.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 683 | $267.0K | 0.00% | −283−29.3% | Reduced |
| Putnam Investments LLC | 683 | $267.0K | 0.00% | −4−0.6% | Reduced |
| Little House Capital LLC | 681 | $266.0K | 0.14% | 00.0% | Unchanged |
| HWG Holdings LP | 679 | $265.0K | 0.12% | +679 | New |
| Mayfair Advisory Group, LLC | 700 | $264.0K | 0.35% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 674 | $263.0K | 0.01% | 00.0% | Unchanged |
| Associated Banc-Corp | 673 | $263.0K | 0.01% | 00.0% | Unchanged |
| Highland Private Wealth Management | 669 | $261.0K | 0.03% | −1,493−69.1% | Reduced |
| Avantax Advisory Services, Inc. | 668 | $261.0K | 0.00% | +57+9.3% | Added |
| Flputnam Investment Management Co | 668 | $261.0K | 0.01% | +668 | New |
| Gladius Capital Management LP | 661 | $259.0K | 0.09% | +661 | New |
| Caldwell Trust Co | 660 | $257.8K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 654 | $255.0K | 0.05% | +21+3.3% | Added |
| TAP Consulting, LLC | 650 | $254.0K | 0.06% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 648 | $253.0K | 0.05% | −21−3.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 648 | $253.0K | 0.00% | +25+4.0% | Added |
| Red Wave Investments LLC | 642 | $251.0K | 0.09% | +30+4.9% | Added |
| Saybrook Capital | 643 | $251.0K | 0.06% | +643 | New |
| FinTrust Capital Advisors, LLC | 634 | $248.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 634 | $248.0K | 0.01% | +67+11.8% | Added |
| Summitry LLC | 634 | $248.0K | 0.01% | +634 | New |
| Parallax Volatility Advisers, L.P. | 629 | $246.0K | 0.00% | −5,914−90.4% | Reduced |
| First Foundation Advisors | 628 | $245.0K | 0.01% | +13+2.1% | Added |
| Spire Wealth Management | 621 | $243.0K | 0.01% | +411+195.7% | Added |
| Aaron Wealth Advisors | 616 | $240.0K | 0.07% | +616 | New |
| HCR Wealth Advisors | 612 | $239.0K | 0.04% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 607 | $237.0K | 0.01% | −94−13.4% | Reduced |
| Lion Street Advisors, LLC | 606 | $235.0K | 0.11% | 00.0% | Unchanged |
| EWG Elevate Inc. | 601 | $235.0K | 0.12% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $234.3K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 600 | $234.0K | 0.02% | −2,415−80.1% | Reduced |
| Monarch Capital Management Inc | 600 | $234.0K | 0.06% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 600 | $234.0K | 0.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 600 | $234.0K | 0.01% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 600 | $234.0K | 0.04% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $234.0K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 599 | $234.0K | 0.02% | +599 | New |
| Riverview Trust Co | 597 | $233.0K | 0.14% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 598 | $233.0K | 0.17% | +598 | New |
| Gyon Technologies Capital Management, LP | 592 | $231.0K | 0.04% | −40−6.3% | Reduced |
| Verition Fund Management LLC | 583 | $228.0K | 0.00% | −847−59.2% | Reduced |
| Legacy Financial Advisors, Inc. | 580 | $227.0K | 0.05% | +580 | New |
| Virtu Financial LLC | 568 | $222.0K | 0.02% | −95−14.3% | Reduced |
| Boston Common Asset Management, LLC | 568 | $222.0K | 0.01% | +568 | New |
| 1st Source Bank | 560 | $219.0K | 0.01% | +560 | New |
| Scotia Capital Inc. | 561 | $219.0K | 0.00% | +561 | New |
| Koshinski Asset Management, Inc. | 556 | $217.2K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 556 | $217.0K | 0.00% | +556 | New |
| International Assets Investment Management, LLC | 552 | $216.0K | 0.04% | +552 | New |
| Brookstone Capital Management | 576 | $215.0K | 0.00% | 00.0% | Unchanged |
| Middleton & Co Inc | 550 | $215.0K | 0.02% | +550 | New |
| Financial Consulate, Inc | 544 | $213.0K | 0.07% | +544 | New |
| Halbert Hargrove Global Advisors, LLC | 543 | $212.0K | 0.01% | +543 | New |
| Grove Bank & Trust | 544 | $212.0K | 0.04% | +544 | New |
| Relaxing Retirement Coach | 544 | $212.0K | 0.12% | +544 | New |
| Winton Group Ltd | 541 | $211.0K | 0.01% | −329−37.8% | Reduced |
| Chesapeake Wealth Management | 541 | $211.0K | 0.07% | +541 | New |
| Regent Peak Wealth Advisors LLC | 537 | $210.0K | 0.06% | +537 | New |
| Psagot Value Holdings Ltd. / (Israel) | 534 | $209.0K | 0.04% | +534 | New |
| Edgestream Partners, L.P. | 528 | $206.0K | 0.01% | −295−35.8% | Reduced |
| Fieldpoint Private Securities, LLC | 527 | $206.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 526 | $206.0K | 0.02% | +75+16.6% | Added |
| Reliant Investment Management, LLC | 528 | $206.0K | 0.08% | +528 | New |
| Blackhawk Capital Partners LLC. | 528 | $206.0K | 0.12% | +528 | New |