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 |
|---|---|---|---|---|---|
| BTG Pactual Global Asset Management Ltd | 1,181 | $398.0K | 0.39% | −3,215−73.1% | Reduced |
| Balentine LLC | 1,181 | $399.0K | 0.01% | +547+86.3% | Added |
| Sustainable Insight Capital Management, LLC | 1,185 | $400.0K | 0.28% | −38−3.1% | Reduced |
| Trillium Asset Management, LLC | 1,195 | $403.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,196 | $404.0K | 0.07% | +105+9.6% | Added |
| Cross Staff Investments Inc | 1,200 | $405.0K | 0.38% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,200 | $405.0K | 0.05% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,220 | $412.0K | 0.37% | −418−25.5% | Reduced |
| Proficio Capital Partners LLC | 1,223 | $413.0K | 0.06% | +117+10.6% | Added |
| Freestone Capital Holdings, LLC | 1,244 | $420.0K | 0.02% | +284+29.6% | Added |
| Tributary Capital Management, LLC | 1,250 | $422.0K | 0.03% | +1,250 | New |
| Palisades Hudson Asset Management, L.P. | 1,258 | $424.0K | 0.20% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,281 | $432.0K | 0.01% | −11−0.9% | Reduced |
| Boltwood Capital Management | 1,290 | $435.0K | 0.17% | −50−3.7% | Reduced |
| NewEdge Wealth, LLC | 1,289 | $435.0K | 0.02% | +168+15.0% | Added |
| Stratos Wealth Advisors, LLC | 1,295 | $437.0K | 0.04% | −143−9.9% | Reduced |
| Sentry Investment Management LLC | 1,296 | $437.0K | 0.14% | −111−7.9% | Reduced |
| Fayez Sarofim & Co | 1,307 | $441.0K | 0.00% | 00.0% | Unchanged |
| BTR Capital Management Inc | 1,314 | $443.0K | 0.05% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 1,313 | $443.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,314 | $443.0K | 0.02% | +272+26.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,321 | $446.0K | 0.08% | +530+67.0% | Added |
| Savant Capital, LLC | 1,323 | $447.0K | 0.01% | −62−4.5% | Reduced |
| Maple Capital Management, Inc. | 1,345 | $454.0K | 0.05% | +36+2.8% | Added |
| J. W. Coons Advisors, LLC | 1,350 | $456.0K | 0.14% | −50−3.6% | Reduced |
| Federated Hermes, Inc. | 1,352 | $456.0K | 0.00% | −19−1.4% | Reduced |
| Cetera Advisor Networks LLC | 1,359 | $459.0K | 0.01% | −155−10.2% | Reduced |
| IFP Advisors, Inc | 4,717 | $462.0K | 0.01% | +3,194+209.7% | Added |
| Horizon Investments, LLC | 1,370 | $462.0K | 0.01% | +209+18.0% | Added |
| Fund Management at Engine No. 1 LLC | 1,369 | $462.0K | 0.12% | +1,369 | New |
| Proequities, Inc. | 1,373 | $463.0K | 0.03% | −851−38.3% | Reduced |
| Rockland Trust Co | 1,382 | $467.0K | 0.03% | −26−1.8% | Reduced |
| Great Lakes Advisors, LLC | 1,394 | $471.0K | 0.01% | +1,394 | New |
| Argyle Capital Management Inc. | 1,400 | $472.0K | 0.15% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 1,209 | $473.0K | 0.01% | −169−12.3% | Reduced |
| Evercore Wealth Management, LLC | 1,404 | $474.0K | 0.01% | −1−0.1% | Reduced |
| Kendall Capital Management | 1,415 | $477.0K | 0.23% | −70−4.7% | Reduced |
| DDD Partners, LLC | 1,417 | $478.0K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 1,449 | $489.0K | 0.03% | +3+0.2% | Added |
| Oppenheimer & Co Inc | 1,453 | $490.0K | 0.01% | +15+1.0% | Added |
| Brave Asset Management Inc | 1,458 | $492.0K | 0.17% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,460 | $493.0K | 0.04% | −371−20.3% | Reduced |
| Bank of the West | 1,461 | $493.0K | 0.05% | −179−10.9% | Reduced |
| Choate Investment Advisors | 1,463 | $494.0K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,477 | $498.0K | 0.09% | +2+0.1% | Added |
| AlphaCrest Capital Management LLC | 1,492 | $503.0K | 0.03% | −150−9.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,491 | $504.0K | 0.04% | +380+34.2% | Added |
| Borer Denton & Associates, Inc. | 1,500 | $506.1K | 0.21% | +1,500 | New |
| Carnegie Capital Asset Management, LLC | 1,509 | $509.0K | 0.02% | −102−6.3% | Reduced |
| Personal Capital Advisors Corp | 1,526 | $515.0K | 0.00% | −88−5.5% | Reduced |
| United Capital Financial Advisers, LLC | 1,535 | $518.0K | 0.00% | +72+4.9% | Added |
| Cerity Partners LLC | 1,550 | $523.0K | 0.01% | −404−20.7% | Reduced |
| CAPROCK Group, Inc. | 1,552 | $524.0K | 0.05% | −35−2.2% | Reduced |
| RMB Capital Management, LLC | 1,554 | $524.0K | 0.02% | +3+0.2% | Added |
| Bradley Foster & Sargent Inc | 1,554 | $524.0K | 0.01% | +707+83.5% | Added |
| Snowden Capital Advisors LLC | 1,572 | $530.0K | 0.02% | +624+65.8% | Added |
| MAI Capital Management | 1,581 | $533.0K | 0.01% | −8−0.5% | Reduced |
| Spinnaker Trust | 1,585 | $535.0K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,590 | $537.0K | 0.06% | +28+1.8% | Added |
| CWM, LLC | 1,619 | $546.0K | 0.00% | +543+50.5% | Added |
| Trust Asset Management LLC | 1,624 | $548.0K | 0.07% | +60+3.8% | Added |
| Veriti Management LLC | 1,660 | $560.0K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,671 | $564.0K | 0.25% | +335+25.1% | Added |
| Walter & Keenan Financial Consulting Co | 1,675 | $567.0K | 0.19% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,686 | $569.0K | 0.12% | +286+20.4% | Added |
| Castle Rock Wealth Management, LLC | 1,708 | $570.0K | 0.26% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 1,694 | $572.0K | 0.14% | +1,694 | New |
| Credential Qtrade Securities Inc. | 1,699 | $573.3K | 0.04% | +128+8.1% | Added |
| Dodge & Cox | 1,702 | $574.0K | 0.00% | −155−8.3% | Reduced |
| Ergoteles LLC | 1,706 | $576.0K | 0.02% | +1,706 | New |
| Personal Cfo Solutions, LLC | 1,711 | $577.0K | 0.11% | +178+11.6% | Added |
| Sunflower Bank, N.A. | 1,716 | $579.0K | 0.08% | −9−0.5% | Reduced |
| Triangle Securities Wealth Management | 1,719 | $580.0K | 0.19% | +524+43.8% | Added |
| Highland Capital Management, LLC | 1,730 | $584.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,743 | $588.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,744 | $588.0K | 0.21% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,743 | $588.0K | 0.01% | +175+11.2% | Added |
| Morris Financial Concepts, Inc. | 1,765 | $596.0K | 0.50% | 00.0% | Unchanged |
| Element Capital Management LLC | 1,766 | $596.0K | 0.30% | +1,766 | New |
| Ashfield Capital Partners, LLC | 1,769 | $597.0K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,783 | $602.0K | 0.03% | −220−11.0% | Reduced |
| MCF Advisors LLC | 1,787 | $603.0K | 0.06% | +1,787 | New |
| Coldstream Capital Management Inc | 1,794 | $605.0K | 0.02% | −184−9.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,796 | $606.0K | 0.04% | +43+2.5% | Added |
| Aaron Wealth Advisors | 205,482 | $609.0K | 0.01% | +204,866+33,257.5% | Added |
| Azzad Asset Management Inc | 1,817 | $613.0K | 0.09% | +45+2.5% | Added |
| Reynders McVeigh Capital Management, LLC | 1,821 | $614.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,822 | $615.0K | 0.04% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 1,875 | $632.6K | 0.07% | −50−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,875 | $633.0K | 0.04% | +64+3.5% | Added |
| Patriot Investment Management Inc. | 1,890 | $637.0K | 0.06% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,900 | $641.0K | 0.12% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,910 | $644.0K | 0.03% | −386−16.8% | Reduced |
| Boston Private Wealth LLC | 1,911 | $644.0K | 0.01% | +43+2.3% | Added |
| Riversedge Advisors, LLC | 1,912 | $645.0K | 0.21% | 00.0% | Unchanged |
| Key Financial Inc | 1,970 | $665.0K | 0.33% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,980 | $668.0K | 0.02% | +158+8.7% | Added |
| Miracle Mile Advisors, LLC | 1,991 | $672.0K | 0.03% | +462+30.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $674.8K | 0.32% | −138−6.5% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $675.0K | 0.24% | 00.0% | Unchanged |