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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 744 | $251.0K | 0.01% | −59−7.3% | Reduced |
| KG&L Capital Management,LLC | 750 | $253.0K | 0.11% | −256−25.4% | Reduced |
| Avenir Corp | 749 | $253.0K | 0.02% | −136−15.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 749 | $253.0K | 0.05% | +749 | New |
| Axiom Financial Strategies, LLC | 884 | $255.0K | 0.13% | 00.0% | Unchanged |
| FourThought Financial, LLC | 757 | $255.0K | 0.03% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 760 | $257.0K | 0.02% | −16−2.1% | Reduced |
| Simmons Bank | 761 | $257.0K | 0.02% | −3−0.4% | Reduced |
| Charter Trust Co | 765 | $258.0K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 767 | $259.0K | 0.00% | −174−18.5% | Reduced |
| Birch Hill Investment Advisors LLC | 770 | $260.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 772 | $260.0K | 0.00% | +772 | New |
| Quadrant Capital Group LLC | 777 | $262.0K | 0.03% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 770 | $262.0K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 780 | $263.0K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 780 | $263.0K | 0.01% | +20+2.6% | Added |
| YorkBridge Wealth Partners, LLC | 783 | $264.0K | 0.06% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 787 | $266.0K | 0.01% | −425−35.1% | Reduced |
| GSB Wealth Management, LLC | 788 | $266.0K | 0.08% | 00.0% | Unchanged |
| Collective Family Office LLC | 790 | $267.0K | 0.10% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $270.0K | 0.03% | 00.0% | Unchanged |
| 626 Financial, LLC | 800 | $270.0K | 0.17% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 800 | $270.0K | 0.20% | +300+60.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 874 | $271.0K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 804 | $271.0K | 0.04% | +804 | New |
| Cypress Asset Management Inc | 805 | $272.0K | 0.08% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 815 | $275.0K | 0.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 819 | $276.0K | 0.02% | +52+6.8% | Added |
| Coastal Investment Advisors, Inc. | 822 | $277.0K | 0.06% | +26+3.3% | Added |
| Summit Financial, LLC | 829 | $279.7K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 833 | $280.0K | 0.01% | −451−35.1% | Reduced |
| Rockefeller Capital Management L.P. | 833 | $280.0K | 0.00% | −329−28.3% | Reduced |
| Pitcairn Co | 831 | $280.0K | 0.02% | −23−2.7% | Reduced |
| Gladstone Institutional Advisory LLC | 831 | $280.0K | 0.02% | −7−0.8% | Reduced |
| DSC Advisors, L.P. | 829 | $280.0K | 0.22% | +829 | New |
| Intersect Capital LLC | 832 | $281.0K | 0.05% | +42+5.3% | Added |
| GYL Financial Synergies, LLC | 837 | $282.0K | 0.07% | −249−22.9% | Reduced |
| GraniteShares Advisors LLC | 836 | $282.0K | 0.15% | −62−6.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 838 | $283.0K | 0.00% | −50−5.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 839 | $283.0K | 0.14% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 838 | $283.0K | 0.04% | +838 | New |
| Gyon Technologies Capital Management, LP | 843 | $284.0K | 0.20% | +251+42.4% | Added |
| Compton Wealth Advisory Group, LLC | 843 | $284.0K | 0.11% | +843 | New |
| Valeo Financial Advisors, LLC | 853 | $288.0K | 0.01% | −100−10.5% | Reduced |
| Doyle Wealth Management | 858 | $289.0K | 0.02% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 866 | $292.0K | 0.11% | −100−10.4% | Reduced |
| Maven Securities LTD | 872 | $294.0K | 0.06% | +872 | New |
| Abacus Planning Group, Inc. | 878 | $296.0K | 0.08% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 880 | $297.0K | 0.04% | −200−18.5% | Reduced |
| Flagship Harbor Advisors, LLC | 888 | $300.0K | 0.03% | −73−7.6% | Reduced |
| HB Wealth Management, LLC | 892 | $301.0K | 0.01% | −3,642−80.3% | Reduced |
| Gladius Capital Management LP | 897 | $303.0K | 0.10% | +236+35.7% | Added |
| Red Wave Investments LLC | 903 | $305.0K | 0.11% | +261+40.7% | Added |
| Dorsey & Whitney Trust CO LLC | 913 | $308.0K | 0.03% | +19+2.1% | Added |
| Oak Thistle LLC | 914 | $309.0K | 0.16% | −741−44.8% | Reduced |
| B. Riley Wealth Management, Inc. | 916 | $309.0K | 0.02% | +916 | New |
| American Portfolios Advisors | 928 | $313.0K | 0.01% | −105−10.2% | Reduced |
| Castleview Partners, LLC | 935 | $315.0K | 0.20% | −364,647−99.7% | Reduced |
| Pettee Investors, Inc. | 946 | $319.0K | 0.14% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 944 | $319.0K | 0.28% | 00.0% | Unchanged |
| Baxter Bros Inc | 949 | $320.0K | 0.05% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 950 | $321.0K | 0.18% | 00.0% | Unchanged |
| Shearwater Capital LLC | 955 | $322.0K | 0.30% | +1+0.1% | Added |
| RFG Advisory, LLC | 956 | $322.0K | 0.02% | +72+8.1% | Added |
| Zions Bancorporation, N.A. | 962 | $325.0K | 0.03% | +112+13.2% | Added |
| JB Capital LLC | 968 | $327.0K | 0.03% | −102−9.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 976 | $329.0K | 0.04% | +176+22.0% | Added |
| Jag Capital Management, LLC | 1,120 | $334.0K | 0.03% | +1,120 | New |
| Inherent Group, LP | 1,000 | $337.0K | 0.11% | −3,000−75.0% | Reduced |
| Atwood & Palmer Inc | 1,000 | $337.0K | 0.03% | −500−33.3% | Reduced |
| Kanawha Capital Management LLC | 1,000 | $337.0K | 0.03% | −4−0.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,000 | $337.0K | 0.04% | 00.0% | Unchanged |
| Caxton Associates LP | 1,002 | $338.0K | 0.03% | −3,109−75.6% | Reduced |
| Hutner Capital Management Inc | 1,015 | $342.0K | 0.20% | −15−1.5% | Reduced |
| Trustmark National Bank Trust Department | 1,020 | $344.0K | 0.03% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,020 | $344.0K | 0.09% | +66+6.9% | Added |
| WSFS Capital Management, LLC | 1,022 | $345.0K | 0.10% | −142−12.2% | Reduced |
| Studio Investment Management LLC | 1,023 | $345.0K | 0.11% | +82+8.7% | Added |
| Cornerstone Advisory, LLC | 1,033 | $349.0K | 0.05% | −200−16.2% | Reduced |
| TD Private Client Wealth LLC | 1,035 | $349.2K | 0.01% | +784+312.4% | Added |
| Checchi Capital Advisers, LLC | 1,044 | $352.0K | 0.04% | +71+7.3% | Added |
| Bridgewater Associates, LP | 1,045 | $353.0K | 0.00% | +1,045 | New |
| Gries Financial LLC | 1,055 | $356.0K | 0.13% | −145−12.1% | Reduced |
| Mark Stevens | 1,055 | $356.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 1,054 | $356.0K | 0.01% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 1,060 | $358.0K | 0.12% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,064 | $359.0K | 0.00% | −49−4.4% | Reduced |
| Relative Value Partners Group, LLC | 1,066 | $360.0K | 0.03% | +1,066 | New |
| Moody National Bank Trust Division | 1,088 | $367.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,092 | $369.0K | 0.02% | −76−6.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,099 | $371.0K | 0.05% | −12−1.1% | Reduced |
| Credit Capital Investments LLC | 1,100 | $371.0K | 0.34% | +1,100 | New |
| Conning Inc. | 1,106 | $373.0K | 0.01% | −80−6.7% | Reduced |
| Patton Albertson Miller Group, LLC | 1,108 | $374.0K | 0.06% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,124 | $379.0K | 0.03% | −1,769−61.1% | Reduced |
| LWM Advisory Services, LLC | 1,133 | $382.0K | 0.47% | +296+35.4% | Added |
| BOK Financial Private Wealth, Inc. | 1,140 | $385.0K | 0.03% | +255+28.8% | Added |
| Legacy Advisors, LLC | 1,161 | $392.0K | 0.08% | +1,161 | New |
| NorthCrest Asset Manangement, LLC | 1,170 | $395.0K | 0.02% | −867−42.6% | Reduced |
| FineMark National Bank & Trust | 1,177 | $397.0K | 0.02% | +20+1.7% | Added |