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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 3,630 | $1.22M | 0.02% | +36+1.0% | Added |
| Baader Bank INC | 3,644 | $1.23M | 0.10% | −463−11.3% | Reduced |
| Clark Capital Management Group, Inc. | 3,650 | $1.23M | 0.01% | −423−10.4% | Reduced |
| Heritage Wealth Management, LLC | 3,696 | $1.25M | 0.34% | +3,696 | New |
| Long Road Investment Counsel, LLC | 3,700 | $1.25M | 0.56% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,726 | $1.26M | 0.10% | −10,760−74.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.26M | 0.49% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 3,731 | $1.26M | 0.42% | +92+2.5% | Added |
| Angeles Wealth Management, LLC | 3,780 | $1.27M | 0.24% | +3,780 | New |
| Quest Investment Management LLC | 3,800 | $1.28M | 0.12% | +248+7.0% | Added |
| Naples Global Advisors, LLC | 3,822 | $1.29M | 0.15% | +497+14.9% | Added |
| Ieq Capital, LLC | 3,845 | $1.30M | 0.03% | +375+10.8% | Added |
| Ci Investments Inc. | 3,900 | $1.32M | 0.00% | −598−13.3% | Reduced |
| AIA Group Ltd | 3,991 | $1.35M | 0.06% | +1,796+81.8% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.35M | 0.51% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,005 | $1.35M | 0.01% | +128+3.3% | Added |
| Essex Savings Bank | 4,022 | $1.36M | 0.45% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,078 | $1.38M | 0.41% | +45+1.1% | Added |
| Roundview Capital LLC | 4,107 | $1.39M | 0.14% | −74−1.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,136 | $1.40M | 0.04% | −145−3.4% | Reduced |
| Marshall Financial Group LLC | 4,150 | $1.40M | 0.57% | −219−5.0% | Reduced |
| F/M Investments LLC | 4,194 | $1.42M | 1.14% | +4,194 | New |
| Sterling Investment Management, Inc. | 4,218 | $1.42M | 1.00% | −1,052−20.0% | Reduced |
| Toroso Investments, LLC | 4,217 | $1.42M | 0.04% | +192+4.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,250 | $1.43M | 0.08% | −3,336−44.0% | Reduced |
| Exchange Capital Management, Inc. | 4,306 | $1.45M | 0.27% | +815+23.3% | Added |
| Bryn Mawr Trust Co | 4,423 | $1.49M | 0.06% | −200−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,465 | $1.51M | 0.01% | +301+7.2% | Added |
| Pathstone Family Office, LLC | 4,491 | $1.52M | 0.04% | +252+5.9% | Added |
| Point72 Hong Kong Ltd | 4,506 | $1.52M | 0.14% | +3,906+651.0% | Added |
| Beacon Investment Advisory Services, Inc. | 4,530 | $1.53M | 0.07% | +504+12.5% | Added |
| Greenleaf Trust | 4,542 | $1.53M | 0.02% | +761+20.1% | Added |
| Rossmore Private Capital | 4,600 | $1.55M | 0.24% | 00.0% | Unchanged |
| Change Path, LLC | 4,601 | $1.55M | 0.08% | +369+8.7% | Added |
| Motley Fool Asset Management LLC | 4,603 | $1.55M | 0.11% | −190−4.0% | Reduced |
| Citizens Financial Group Inc | 4,613 | $1.56M | 0.05% | +302+7.0% | Added |
| Assetmark, Inc | 4,652 | $1.57M | 0.01% | +2,790+149.8% | Added |
| Ativo Capital Management LLC | 4,752 | $1.60M | 0.82% | −100−2.1% | Reduced |
| Mercer Global Advisors Inc | 4,754 | $1.60M | 0.01% | −112−2.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,774 | $1.61M | 0.14% | +468+10.9% | Added |
| Cetera Investment Advisers | 4,789 | $1.62M | 0.02% | +31+0.7% | Added |
| Redpoint Investment Management Pty Ltd | 4,792 | $1.62M | 0.16% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 4,825 | $1.63M | 0.03% | +41+0.9% | Added |
| Kinneret Advisory, LLC | 4,856 | $1.64M | 0.18% | +109+2.3% | Added |
| Huntington National Bank | 4,864 | $1.64M | 0.02% | −99−2.0% | Reduced |
| Wetherby Asset Management Inc | 4,883 | $1.65M | 0.09% | −39−0.8% | Reduced |
| Ingalls & Snyder LLC | 4,886 | $1.65M | 0.07% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,946 | $1.67M | 0.48% | +69+1.4% | Added |
| Telemus Capital, LLC | 4,943 | $1.67M | 0.15% | +1,290+35.3% | Added |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.67M | 0.48% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,992 | $1.68M | 0.01% | −2,068−29.3% | Reduced |
| Capital Planning Advisors, LLC | 5,044 | $1.70M | 0.36% | −65−1.3% | Reduced |
| Centiva Capital, LP | 5,079 | $1.71M | 0.10% | −2,056−28.8% | Reduced |
| Ferris Capital, LLC | 5,104 | $1.72M | 0.39% | 00.0% | Unchanged |
| Cypress Capital Group | 5,142 | $1.74M | 0.21% | −150−2.8% | Reduced |
| Brinker Capital Investments, LLC | 5,171 | $1.75M | 0.03% | +11+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 5,176 | $1.75M | 0.06% | +1,503+40.9% | Added |
| Westbourne Investment Advisors, Inc. | 5,349 | $1.80M | 0.75% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,351 | $1.81M | 0.15% | −20.0% | Reduced |
| Alps Advisors Inc | 5,381 | $1.82M | 0.02% | −776−12.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,422 | $1.83M | 0.16% | +16+0.3% | Added |
| Advisor Partners LLC | 5,464 | $1.84M | 0.12% | +230+4.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,512 | $1.86M | 0.01% | +189+3.6% | Added |
| Darwin Advisors, LLC | 5,511 | $1.86M | 0.31% | +2,401+77.2% | Added |
| Walleye Trading LLC | 5,549 | $1.87M | 0.04% | +615+12.5% | Added |
| Budros, Ruhlin & Roe, Inc. | 5,587 | $1.89M | 0.20% | +215+4.0% | Added |
| Avestar Capital, LLC | 5,609 | $1.89M | 0.36% | −88−1.5% | Reduced |
| Patton Fund Management, Inc. | 5,619 | $1.90M | 0.52% | −237−4.0% | Reduced |
| Saturna Capital CORP | 5,689 | $1.92M | 0.04% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 5,757 | $1.94M | 0.38% | +2,108+57.8% | Added |
| FDx Advisors, Inc. | 5,820 | $1.96M | 0.07% | −1,864−24.3% | Reduced |
| Impax Asset Management Group plc | 5,883 | $1.99M | 0.01% | +6+0.1% | Added |
| Pensionfund Sabic | 5,900 | $1.99M | 0.50% | −1,600−21.3% | Reduced |
| Jump Financial, LLC | 6,069 | $2.05M | 0.09% | +6,069 | New |
| Commerce Bank | 6,102 | $2.06M | 0.01% | −413−6.3% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $2.06M | 0.03% | −11,551−65.4% | Reduced |
| Veritable, L.P. | 6,218 | $2.10M | 0.03% | +28+0.5% | Added |
| Glenview Trust Co | 6,425 | $2.17M | 0.07% | +250+4.0% | Added |
| Crawford Investment Counsel Inc | 6,458 | $2.18M | 0.04% | −1,913−22.9% | Reduced |
| Power Corp of Canada | 6,497 | $2.19M | 0.18% | +6,497 | New |
| Equitable Trust Co | 6,529 | $2.20M | 0.14% | −339−4.9% | Reduced |
| Fairbanks Capital Management, Inc. | 6,533 | $2.20M | 1.64% | +14+0.2% | Added |
| Norinchukin Bank, The | 6,545 | $2.21M | 0.03% | +1,195+22.3% | Added |
| Slow Capital, Inc. | 6,553 | $2.21M | 0.41% | −3,283−33.4% | Reduced |
| Acadian Asset Management LLC | 6,633 | $2.24M | 0.01% | −3,709−35.9% | Reduced |
| Ensign Peak Advisors, Inc | 6,666 | $2.25M | 0.00% | −55,335−89.2% | Reduced |
| Pinebridge Investments, L.P. | 6,752 | $2.28M | 0.02% | −61,105−90.0% | Reduced |
| Trust Co of Toledo NA | 6,750 | $2.28M | 0.35% | 00.0% | Unchanged |
| Regions Financial Corp | 6,778 | $2.29M | 0.02% | −406−5.7% | Reduced |
| Kestra Private Wealth Services, LLC | 6,902 | $2.33M | 0.12% | +5,931+610.8% | Added |
| Smith, Salley & Associates | 6,933 | $2.34M | 0.18% | +30.0% | Added |
| Richard Bernstein Advisors LLC | 6,984 | $2.36M | 0.05% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 7,000 | $2.36M | 1.68% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 7,000 | $2.36M | 0.12% | −1,200−14.6% | Reduced |
| JustInvest LLC | 7,104 | $2.40M | 0.12% | +1,405+24.7% | Added |
| Wealthfront Advisers LLC | 7,131 | $2.41M | 0.01% | −3,945−35.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,217 | $2.44M | 0.05% | −887−10.9% | Reduced |
| Bokf, NA | 7,259 | $2.45M | 0.04% | −4,159−36.4% | Reduced |
| Private Advisor Group, LLC | 7,271 | $2.45M | 0.02% | +1,179+19.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,195 | $2.46M | 0.18% | −2,807−28.1% | Reduced |