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Livermore
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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 2 sales; 1,415 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, Q1 2022

Institutional positions in Moodys Corp as of Mar 31, 2022. 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
1,023
−28 vs. Q4 2021
Shares held
170.1M
+129.0K (+0.1%) vs. Q4 2021
Total value
$57.3B
−$8.89B (−13.4%) vs. Q4 2021
New holders
80
386 more added
Sold out
108
348 more reduced

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,023 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ1 2022: $57.3B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q4 2021.

Institutions holding MCO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
JJJ Advisors Inc.1$00.00%00.0%Unchanged
CFS Investment Advisory Services, LLC83,003$00.00%+83,003New
WestEnd Advisors, LLC–$6740.00%––
Country Trust Bank3$1.00K0.00%00.0%Unchanged
PSI Advisors, LLC3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.00K0.00%00.0%Unchanged
Concord Wealth Partners3$1.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC4$1.00K0.00%00.0%Unchanged
Curi Capital3$1.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC2$1.00K0.00%+2New
Global Financial Private Client, LLC4$1.36K0.00%00.0%Unchanged
Gradient Investments LLC5$2.00K0.00%−52−91.2%Reduced
Column Capital Advisors, LLC6$2.00K0.00%00.0%Unchanged
Surevest, LLC5$2.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$2.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC7$2.00K0.00%+7New
Atticus Wealth Management, LLC7$2.00K0.00%+7New
SJS Investment Consulting Inc.5$2.00K0.00%+5New
Lenox Wealth Advisors, LLC8$3.00K0.00%−7−46.7%Reduced
Clean Yield Group10$3.00K0.00%00.0%Unchanged
Larson Financial Group LLC10$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC8$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC10$3.00K0.00%+10New
Schubert & Co11$4.00K0.00%+1+10.0%Added
Dark Forest Capital Management LP12$4.00K0.00%+11+1,100.0%Added
GW&K Investment Management, LLC11$4.00K0.00%+11New
Sierra Capital LLC15$5.00K0.00%−5−25.0%Reduced
Tarbox Family Office, Inc.15$5.00K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC16$5.00K0.00%+8+100.0%Added
Raleigh Capital Management Inc.15$5.00K0.00%+15New
Cordant, Inc.17$6.00K0.00%+17New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.20$7.00K0.01%−60−75.0%Reduced
Thomas J. Herzfeld Advisors, Inc.22$7.00K0.00%00.0%Unchanged
Accel Wealth Management21$7.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC21$7.00K0.00%+21New
Ancora Advisors, LLC24$8.00K0.00%−3−11.1%Reduced
Legacy Bridge, LLC25$8.00K0.00%00.0%Unchanged
Versant Capital Management, Inc25$8.00K0.00%−1−3.8%Reduced
Smith Group Asset Management, LLC23$8.00K0.00%−2−8.0%Reduced
Tyler-Stone Wealth Management25$8.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC28$9.45K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.32$10.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC31$10.0K0.00%+26+520.0%Added
Rockbridge Investment Management, LCC30$10.2K0.00%−170−85.0%Reduced
Emfo, LLC34$11.0K0.01%00.0%Unchanged
Hudock, Inc.32$11.0K0.00%00.0%Unchanged
Logan Capital Management Inc34$11.0K0.00%+11+47.8%Added
Cambridge Trust Co35$12.0K0.00%00.0%Unchanged
Washington Trust Co35$12.0K0.00%+1+2.9%Added
Corbenic Partners LLC38$13.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.38$13.0K0.00%+2+5.6%Added
Sterling Investment Advisors, Ltd.43$15.0K0.00%−11−20.4%Reduced
Oakworth Capital, Inc.45$15.0K0.00%00.0%Unchanged
Asset Dedication, LLC47$16.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC56$16.0K0.00%+56New
AdvisorNet Financial, Inc51$17.0K0.00%+14+37.8%Added
Sutton Wealth Advisors Inc.53$17.9K0.01%+12+29.3%Added
Loomis Sayles & Co L P56$19.0K0.00%−22−28.2%Reduced
BDO Wealth Advisors, LLC60$20.0K0.00%00.0%Unchanged
Wesleyan Assurance Society60$20.0K0.00%00.0%Unchanged
Strategic Asset Management, LLC59$20.0K0.03%+59New
Core Alternative Capital61$21.0K0.01%+50+454.5%Added
Money Concepts Capital Corp64$22.0K0.00%+64New
Clear Street Markets LLC66$22.0K0.01%+66New
Capital Advisory Group Advisory Services, LLC65$22.0K0.01%+65New
Charter Oak Capital Management, LLC70$24.0K0.00%00.0%Unchanged
West Paces Advisors Inc.75$25.3K0.01%00.0%Unchanged
Earnest Partners LLC78$26.0K0.00%00.0%Unchanged
Ogorek Anthony Joseph84$28.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC87$29.0K0.01%00.0%Unchanged
Jones Financial Companies LLLP85$29.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc85$29.0K0.00%00.0%Unchanged
MV Capital Management, Inc.86$29.0K0.00%+30+53.6%Added
Kings Point Capital Management91$31.0K0.00%00.0%Unchanged
American National Bank97$33.0K0.01%+62+177.1%Added
GPS Wealth Strategies Group, LLC102$34.0K0.01%00.0%Unchanged
City State Bank106$36.0K0.02%00.0%Unchanged
TCWP LLC115$38.0K0.01%+115New
Healthcare of Ontario Pension Plan Trust Fund116$39.0K0.00%−119,286−99.9%Reduced
Gemmer Asset Management LLC124$41.0K0.01%+4+3.3%Added
Arlington Partners LLC123$42.0K0.01%00.0%Unchanged
Prospera Financial Services Inc134$45.0K0.00%+134New
JFS Wealth Advisors, LLC149$50.0K0.00%−109−42.2%Reduced
Princeton Global Asset Management LLC155$52.0K0.01%+155New
Silvant Capital Management LLC157$53.0K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.156$53.0K0.03%00.0%Unchanged
Carolinas Wealth Consulting LLC156$53.0K0.01%+8+5.4%Added
Seldon Capital LP166$56.0K0.03%00.0%Unchanged
Atlas Capital Advisors LLC166$56.0K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.169$57.0K0.02%00.0%Unchanged
Private Capital Group, LLC169$57.0K0.01%+2+1.2%Added
Fred Alger Management, LLC199$67.0K0.00%−129−39.3%Reduced
M&R Capital Management Inc200$67.0K0.01%00.0%Unchanged
Edmond de Rothschild Holding S.A.200$67.0K0.00%00.0%Unchanged
Center for Financial Planning, Inc.199$67.0K0.01%00.0%Unchanged
Glassman Wealth Services210$71.0K0.01%+11+5.5%Added
Bedel Financial Consulting, Inc.214$72.0K0.02%+11+5.4%Added
Spire Wealth Management216$73.0K0.00%−405−65.2%Reduced
Kelly Financial Services LLC217$73.3K0.03%−22−9.2%Reduced
CVA Family Office, LLC220$74.0K0.02%−75−25.4%Reduced