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 |
|---|---|---|---|---|---|
| Enhancing Capital LLC | 2,000 | $675.0K | 0.72% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,003 | $675.0K | 0.25% | +17+0.9% | Added |
| Monte Financial Group, LLC | 2,004 | $676.0K | 0.36% | +21+1.1% | Added |
| Meeder Asset Management Inc | 2,042 | $689.0K | 0.03% | +2,042 | New |
| Natixis Investment Managers International | 2,052 | $692.0K | 0.01% | +2,052 | New |
| Bartlett & Co. Wealth Management LLC | 2,550 | $693.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,063 | $696.0K | 0.03% | −57−2.7% | Reduced |
| Pegasus Partners Ltd. | 2,066 | $697.0K | 0.12% | +2,066 | New |
| Red Cedar Capital, LLC | 2,070 | $698.0K | 0.42% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,076 | $700.0K | 0.01% | +1,319+174.2% | Added |
| Advisory Services Network, LLC | 2,084 | $703.0K | 0.02% | −611−22.7% | Reduced |
| Range Financial Group LLC | 2,100 | $709.0K | 0.45% | −218−9.4% | Reduced |
| Old National Bancorp | 2,109 | $712.0K | 0.03% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 2,117 | $714.0K | 0.80% | +2,117 | New |
| Raymond James Trust N.A. | 2,126 | $717.0K | 0.02% | +135+6.8% | Added |
| Value Partners Investments Inc. | 2,132 | $720.0K | 0.06% | +307+16.8% | Added |
| Parallel Advisors, LLC | 2,134 | $722.0K | 0.03% | −210−9.0% | Reduced |
| GeoWealth Management, LLC | 2,215 | $747.0K | 0.07% | +836+60.6% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $759.0K | 0.19% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,250 | $759.0K | 0.06% | +650+40.6% | Added |
| Penobscot Investment Management Company, Inc. | 2,252 | $760.0K | 0.11% | +107+5.0% | Added |
| Vident Investment Advisory, LLC | 2,258 | $762.0K | 0.02% | −6,154−73.2% | Reduced |
| Pacific Global Investment Management CO | 2,270 | $766.0K | 0.15% | +47+2.1% | Added |
| Profund Advisors LLC | 2,277 | $768.0K | 0.03% | −264−10.4% | Reduced |
| Bienville Capital Management, LLC | 2,327 | $785.0K | 0.39% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,332 | $787.0K | 0.60% | −228−8.9% | Reduced |
| Waldron Private Wealth LLC | 2,338 | $788.0K | 0.04% | +68+3.0% | Added |
| Roberts Capital Advisors, LLC | 2,341 | $790.0K | 0.82% | 00.0% | Unchanged |
| Inverness Counsel LLC | 2,361 | $797.0K | 0.04% | −860−26.7% | Reduced |
| Unigestion Holding SA | 2,376 | $802.0K | 0.03% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,385 | $805.0K | 0.32% | −62−2.5% | Reduced |
| PFG Advisors | 2,418 | $816.0K | 0.08% | +8+0.3% | Added |
| Sawtooth Solutions, LLC | 2,424 | $818.0K | 0.10% | −2,288−48.6% | Reduced |
| Whittier Trust Co | 2,426 | $818.0K | 0.01% | +6+0.2% | Added |
| Park Avenue Securities LLC | 2,429 | $820.0K | 0.01% | +156+6.9% | Added |
| Sandy Spring Bank | 2,462 | $831.0K | 0.04% | −932−27.5% | Reduced |
| Ropes Wealth Advisors LLC | 2,469 | $833.0K | 0.14% | −133−5.1% | Reduced |
| Siemens Fonds Invest GmbH | 2,491 | $840.0K | 0.07% | 00.0% | Unchanged |
| NVWM, LLC | 2,491 | $841.0K | 0.27% | +283+12.8% | Added |
| Edgestream Partners, L.P. | 2,503 | $845.0K | 0.07% | +1,975+374.1% | Added |
| Regentatlantic Capital LLC | 2,512 | $847.0K | 0.02% | +736+41.4% | Added |
| Accretive Wealth Partners, LLC | 2,525 | $852.0K | 0.53% | +49+2.0% | Added |
| Bartlett & Co. LLC | 2,550 | $860.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,559 | $863.0K | 0.02% | −473−15.6% | Reduced |
| Caxton Corp | 2,567 | $866.0K | 1.08% | −33−1.3% | Reduced |
| Metis Global Partners, LLC | 2,590 | $873.0K | 0.10% | +1,177+83.3% | Added |
| IBM Retirement Fund | 2,592 | $875.0K | 0.12% | −114−4.2% | Reduced |
| Bridges Investment Management Inc | 2,600 | $878.0K | 0.03% | −4,438−63.1% | Reduced |
| Applied Research Investments, LLC | 2,612 | $881.0K | 2.63% | −10,006−79.3% | Reduced |
| Clarius Group, LLC | 2,258 | $882.0K | 0.07% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,622 | $885.0K | 0.75% | +2,622 | New |
| Apollon Wealth Management, LLC | 2,638 | $890.0K | 0.06% | +64+2.5% | Added |
| Vestcor Inc | 2,647 | $893.0K | 0.03% | −79−2.9% | Reduced |
| Capital Analysts, LLC | 2,650 | $894.0K | 0.06% | +5+0.2% | Added |
| EHP Funds Inc. | 2,700 | $911.0K | 0.15% | +2,700 | New |
| Epoch Investment Partners, Inc. | 2,721 | $918.0K | 0.00% | +2,721 | New |
| Evermay Wealth Management LLC | 2,742 | $925.0K | 0.16% | +2,742 | New |
| Seeyond | 2,776 | $936.0K | 0.09% | −23−0.8% | Reduced |
| Weiss Asset Management LP | 2,778 | $937.0K | 0.02% | +2,778 | New |
| Cavalier Investments, LLC | 2,782 | $939.0K | 0.25% | −294−9.6% | Reduced |
| Haverford Financial Services, Inc. | 2,795 | $943.0K | 0.23% | −1,515−35.2% | Reduced |
| Moloney Securities Asset Management, LLC | 2,796 | $943.0K | 0.18% | −118−4.0% | Reduced |
| Smithfield Trust Co | 2,840 | $958.0K | 0.06% | −30−1.0% | Reduced |
| Rodgers Brothers Inc. | 2,861 | $965.0K | 0.17% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,865 | $967.0K | 0.12% | −826−22.4% | Reduced |
| Bahl & Gaynor Inc | 2,866 | $967.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 2,902 | $979.0K | 0.04% | −22−0.8% | Reduced |
| Human Investing LLC | 2,974 | $1.00M | 0.22% | +2,974 | New |
| Mystic Asset Management, Inc. | 3,000 | $1.01M | 0.54% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,014 | $1.02M | 0.07% | +15+0.5% | Added |
| Nomura Holdings Inc | 2,999 | $1.02M | 0.01% | +2,999 | New |
| Mass Ave Global Inc. | 3,037 | $1.02M | 0.40% | +3,037 | New |
| HM Payson & Co | 3,042 | $1.03M | 0.02% | −195−6.0% | Reduced |
| IMS Capital Management | 3,047 | $1.03M | 0.54% | +827+37.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,098 | $1.04M | 0.02% | +611+24.6% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.05M | 0.26% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,117 | $1.05M | 0.12% | +341+12.3% | Added |
| Umb Bank N A | 3,121 | $1.05M | 0.01% | −200−6.0% | Reduced |
| Empowered Funds, LLC | 3,138 | $1.06M | 0.12% | +1,370+77.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,156 | $1.06M | 0.01% | +636+25.2% | Added |
| Tokio Marine Asset Management Co Ltd | 3,156 | $1.06M | 0.08% | +1,569+98.9% | Added |
| Prudential PLC | 3,196 | $1.08M | 0.02% | +3,196 | New |
| Exencial Wealth Advisors, LLC | 3,210 | $1.08M | 0.05% | +3+0.1% | Added |
| Okabena Investment Services Inc | 3,227 | $1.09M | 0.46% | +150+4.9% | Added |
| Altium Wealth Management LLC | 3,255 | $1.10M | 0.07% | +354+12.2% | Added |
| Brave Warrior Advisors, LLC | 3,279 | $1.11M | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,298 | $1.11M | 0.03% | +42+1.3% | Added |
| Anchor Investment Management, LLC | 3,320 | $1.12M | 0.14% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,323 | $1.12M | 0.16% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 3,364 | $1.14M | 0.24% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,375 | $1.14M | 0.09% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,377 | $1.14M | 0.02% | +1,509+80.8% | Added |
| Keebeck Wealth Management, LLC | 3,450 | $1.16M | 0.19% | +482+16.2% | Added |
| PEAK6 Investments LLC | 3,476 | $1.17M | 0.03% | +3,476 | New |
| Northwestern Mutual Wealth Management Co | 3,492 | $1.18M | 0.00% | +308+9.7% | Added |
| Beacon Pointe Advisors, LLC | 3,546 | $1.20M | 0.02% | +2,275+179.0% | Added |
| AdvisorShares Investments LLC | 3,605 | $1.22M | 0.20% | +308+9.3% | Added |
| Simplex Trading, LLC | 3,604 | $1.22M | 0.04% | +2,869+390.3% | Added |
| SRN Advisors, LLC | 3,609 | $1.22M | 0.54% | +42+1.2% | Added |
| National Asset Management, Inc. | 3,615 | $1.22M | 0.04% | +382+11.8% | Added |