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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 225 | $76.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 228 | $77.0K | 0.02% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 230 | $78.0K | 0.00% | −955−80.6% | Reduced |
| SkyView Investment Advisors, LLC | 232 | $78.0K | 0.02% | −1,960−89.4% | Reduced |
| Parkside Financial Bank & Trust | 234 | $79.0K | 0.02% | +48+25.8% | Added |
| North Star Investment Management Corp. | 240 | $81.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 247 | $83.0K | 0.02% | +30+13.8% | Added |
| Kistler-Tiffany Companies, LLC | 250 | $84.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 263 | $89.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 266 | $90.0K | 0.00% | −363−57.7% | Reduced |
| Resources Management Corp | 266 | $90.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 270 | $91.0K | 0.02% | +18+7.1% | Added |
| Lindbrook Capital, LLC | 275 | $93.0K | 0.01% | −34−11.0% | Reduced |
| Hexagon Capital Partners LLC | 282 | $95.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 286 | $96.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $101.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $101.0K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 303 | $102.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 305 | $103.0K | 0.01% | −6−1.9% | Reduced |
| Quent Capital, LLC | 309 | $104.0K | 0.02% | +75+32.1% | Added |
| JNBA Financial Advisors | 325 | $110.0K | 0.01% | −33−9.2% | Reduced |
| Harvest Fund Management Co., Ltd | 333 | $112.0K | 0.02% | −175−34.4% | Reduced |
| Addison Advisors LLC | 332 | $112.0K | 0.06% | +329+10,966.7% | Added |
| BerganKDV Wealth Management, LLC | 350 | $118.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 349 | $118.0K | 0.01% | +121+53.1% | Added |
| Cascade Investment Advisors, Inc. | 350 | $118.1K | 0.07% | 00.0% | Unchanged |
| HWG Holdings LP | 357 | $120.0K | 0.06% | −322−47.4% | Reduced |
| First Pacific Advisors, LP | 385 | $130.0K | 0.00% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 295 | $135.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 405 | $137.0K | 0.09% | +226+126.3% | Added |
| Twin Tree Management, LP | 408 | $138.0K | 0.00% | −813−66.6% | Reduced |
| Newfound Research LLC | 419 | $141.0K | 0.18% | +161+62.4% | Added |
| Manchester Capital Management LLC | 422 | $142.0K | 0.02% | −6−1.4% | Reduced |
| Covington Capital Management | 428 | $144.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 428 | $144.0K | 0.00% | +75+21.2% | Added |
| Fukoku Mutual Life Insurance Co | 429 | $145.0K | 0.01% | −61−12.4% | Reduced |
| EverSource Wealth Advisors, LLC | 439 | $148.0K | 0.04% | +306+230.1% | Added |
| Desjardins Global Asset Management Inc. | 488 | $164.0K | 0.01% | −30−5.8% | Reduced |
| Koshinski Asset Management, Inc. | 489 | $165.0K | 0.01% | −67−12.1% | Reduced |
| TCI Wealth Advisors, Inc. | 491 | $165.0K | 0.02% | +181+58.4% | Added |
| Lloyd Advisory Services, LLC. | 513 | $173.0K | 0.08% | +42+8.9% | Added |
| Howe & Rusling Inc | 526 | $177.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 527 | $178.0K | 0.04% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 528 | $178.0K | 0.17% | +528 | New |
| Psagot Value Holdings Ltd. / (Israel) | 534 | $180.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 569 | $192.0K | 0.01% | +80+16.4% | Added |
| Capital Advisors, Ltd. LLC | 568 | $192.0K | 0.03% | +242+74.2% | Added |
| State of Wyoming | 583 | $196.0K | 0.10% | −109−15.8% | Reduced |
| Ellevest, Inc. | 580 | $196.0K | 0.02% | +54+10.3% | Added |
| Monarch Capital Management Inc | 600 | $202.0K | 0.05% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 600 | $202.0K | 0.13% | 00.0% | Unchanged |
| Cullinan Associates Inc | 600 | $202.0K | 0.01% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 600 | $202.0K | 0.04% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $202.0K | 0.05% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 600 | $202.0K | 0.08% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $202.4K | 0.03% | 00.0% | Unchanged |
| EWG Elevate Inc. | 601 | $203.0K | 0.08% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 606 | $203.0K | 0.10% | 00.0% | Unchanged |
| HCR Wealth Advisors | 612 | $206.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 621 | $210.0K | 0.01% | −728−54.0% | Reduced |
| We Are One Seven, LLC | 627 | $212.0K | 0.02% | −302−32.5% | Reduced |
| Tocqueville Asset Management L.P. | 630 | $213.0K | 0.00% | −100−13.7% | Reduced |
| Davis R M Inc | 630 | $213.0K | 0.01% | +630 | New |
| Summitry LLC | 634 | $214.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 634 | $214.0K | 0.05% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 636 | $214.0K | 0.01% | +636 | New |
| Texas Capital Bank Wealth Management Services Inc | 634 | $214.0K | 0.02% | +634 | New |
| D.A. Davidson & Co. | 635 | $215.0K | 0.00% | −48−7.0% | Reduced |
| West Family Investments, Inc. | 642 | $217.0K | 0.06% | −56−8.0% | Reduced |
| Saybrook Capital | 643 | $217.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 649 | $219.0K | 0.00% | +1+0.2% | Added |
| TAP Consulting, LLC | 652 | $220.0K | 0.06% | +2+0.3% | Added |
| Schechter Investment Advisors, LLC | 653 | $220.0K | 0.02% | +54+9.0% | Added |
| Putnam Investments LLC | 656 | $221.0K | 0.00% | −27−4.0% | Reduced |
| First Foundation Advisors | 658 | $222.0K | 0.01% | +30+4.8% | Added |
| Caldwell Trust Co | 660 | $222.7K | 0.03% | 00.0% | Unchanged |
| Little House Capital LLC | 661 | $223.0K | 0.11% | −20−2.9% | Reduced |
| First American Trust, FSB | 666 | $225.0K | 0.03% | −49−6.9% | Reduced |
| WMS Partners, LLC | 673 | $227.0K | 0.03% | −2,108−75.8% | Reduced |
| Associated Banc-Corp | 673 | $227.0K | 0.01% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 674 | $227.0K | 0.01% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 686 | $231.0K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 692 | $233.0K | 0.03% | +692 | New |
| Pendal Group Limited | 700 | $236.0K | 0.00% | −4,911−87.5% | Reduced |
| Orion Portfolio Solutions, LLC | 700 | $236.0K | 0.01% | +93+15.3% | Added |
| My Legacy Advisors, LLC | 702 | $237.0K | 0.11% | +702 | New |
| Fortem Financial Group, LLC | 705 | $238.0K | 0.10% | −5,749−89.1% | Reduced |
| Mayfair Advisory Group, LLC | 700 | $238.0K | 0.31% | 00.0% | Unchanged |
| Riverview Trust Co | 708 | $239.0K | 0.18% | +111+18.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 710 | $240.0K | 0.26% | +10+1.4% | Added |
| Highland Private Wealth Management | 715 | $241.0K | 0.03% | +46+6.9% | Added |
| Brookstone Capital Management | 721 | $241.0K | 0.00% | +145+25.2% | Added |
| Investment House LLC | 720 | $243.0K | 0.02% | 00.0% | Unchanged |
| Geller Advisors LLC | 721 | $243.0K | 0.05% | +67+10.2% | Added |
| Avantax Advisory Services, Inc. | 737 | $244.0K | 0.00% | +69+10.3% | Added |
| Leonteq Securities AG | 726 | $245.0K | 0.01% | +274+60.6% | Added |
| Fort Point Capital Partners LLC | 729 | $246.0K | 0.04% | 00.0% | Unchanged |
| McLean Asset Management Corp | 738 | $249.0K | 0.18% | +12+1.7% | Added |
| Carson Advisory Inc. | 740 | $250.0K | 0.25% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 743 | $251.0K | 0.05% | −311−29.5% | Reduced |