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 3 sales; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 8,368 | $2.82M | 0.02% | +2,927+53.8% | Added |
| Pacer Advisors, Inc. | 8,307 | $2.80M | 0.02% | −2,042−19.7% | Reduced |
| O'Shares Investment Advisers, LLC | 8,277 | $2.79M | 0.22% | +462+5.9% | Added |
| Keybank National Association | 8,271 | $2.79M | 0.01% | −4,844−36.9% | Reduced |
| E. Ohman J:or Asset Management AB | 8,200 | $2.77M | 0.09% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,176 | $2.76M | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,117 | $2.74M | 0.26% | −10.0% | Reduced |
| Corient Capital Partners, LLC | 8,110 | $2.74M | 0.18% | +909+12.6% | Added |
| Jefferies Group LLC | 8,000 | $2.70M | 0.06% | +8,000 | New |
| Harbor Advisors LLC | 8,000 | $2.70M | 0.55% | 00.0% | Unchanged |
| Rathbone Brothers plc | 7,926 | $2.67M | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,919 | $2.67M | 0.43% | +202+2.6% | Added |
| Citadel Investment Advisory, Inc. | 7,895 | $2.66M | 1.55% | −169−2.1% | Reduced |
| Banque Cantonale Vaudoise | 7,880 | $2.66M | 0.11% | 00.0% | Unchanged |
| Atria Investments LLC | 7,857 | $2.65M | 0.05% | +2,126+37.1% | Added |
| Oppenheimer Asset Management Inc. | 7,764 | $2.62M | 0.04% | +360+4.9% | Added |
| Chicago Partners Investment Group LLC | 9,274 | $2.60M | 0.20% | +704+8.2% | Added |
| O'Shaughnessy Asset Management, LLC | 7,659 | $2.58M | 0.04% | +1,882+32.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,532 | $2.54M | 0.04% | +3,000+66.2% | Added |
| Achmea Investment Management B.V. | 7,504 | $2.53M | 0.07% | +7,504 | New |
| George Kaiser Family Foundation | 7,473 | $2.52M | 0.41% | 00.0% | Unchanged |
| Boston Partners | 7,386 | $2.49M | 0.00% | −3,528−32.3% | Reduced |
| LMCG Investments, LLC | 7,385 | $2.49M | 0.14% | +7,385 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,195 | $2.46M | 0.18% | −2,807−28.1% | Reduced |
| Private Advisor Group, LLC | 7,271 | $2.45M | 0.02% | +1,179+19.4% | Added |
| Bokf, NA | 7,259 | $2.45M | 0.04% | −4,159−36.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,217 | $2.44M | 0.05% | −887−10.9% | Reduced |
| Wealthfront Advisers LLC | 7,131 | $2.41M | 0.01% | −3,945−35.6% | Reduced |
| JustInvest LLC | 7,104 | $2.40M | 0.12% | +1,405+24.7% | Added |
| Hennessy Advisors Inc | 7,000 | $2.36M | 0.12% | −1,200−14.6% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 7,000 | $2.36M | 1.68% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 6,984 | $2.36M | 0.05% | 00.0% | Unchanged |
| Smith, Salley & Associates | 6,933 | $2.34M | 0.18% | +30.0% | Added |
| Kestra Private Wealth Services, LLC | 6,902 | $2.33M | 0.12% | +5,931+610.8% | Added |
| Regions Financial Corp | 6,778 | $2.29M | 0.02% | −406−5.7% | 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 |
| Ensign Peak Advisors, Inc | 6,666 | $2.25M | 0.00% | −55,335−89.2% | Reduced |
| Acadian Asset Management LLC | 6,633 | $2.24M | 0.01% | −3,709−35.9% | Reduced |
| Slow Capital, Inc. | 6,553 | $2.21M | 0.41% | −3,283−33.4% | Reduced |
| Norinchukin Bank, The | 6,545 | $2.21M | 0.03% | +1,195+22.3% | Added |
| Fairbanks Capital Management, Inc. | 6,533 | $2.20M | 1.64% | +14+0.2% | Added |
| Equitable Trust Co | 6,529 | $2.20M | 0.14% | −339−4.9% | Reduced |
| Power Corp of Canada | 6,497 | $2.19M | 0.18% | +6,497 | New |
| Crawford Investment Counsel Inc | 6,458 | $2.18M | 0.04% | −1,913−22.9% | Reduced |
| Glenview Trust Co | 6,425 | $2.17M | 0.07% | +250+4.0% | Added |
| Veritable, L.P. | 6,218 | $2.10M | 0.03% | +28+0.5% | Added |
| Meitav Dash Investments Ltd | 6,105 | $2.06M | 0.03% | −11,551−65.4% | Reduced |
| Commerce Bank | 6,102 | $2.06M | 0.01% | −413−6.3% | Reduced |
| Jump Financial, LLC | 6,069 | $2.05M | 0.09% | +6,069 | New |
| Pensionfund Sabic | 5,900 | $1.99M | 0.50% | −1,600−21.3% | Reduced |
| Impax Asset Management Group plc | 5,883 | $1.99M | 0.01% | +6+0.1% | Added |
| FDx Advisors, Inc. | 5,820 | $1.96M | 0.07% | −1,864−24.3% | Reduced |
| Live Oak Private Wealth LLC | 5,757 | $1.94M | 0.38% | +2,108+57.8% | Added |
| Saturna Capital CORP | 5,689 | $1.92M | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 5,619 | $1.90M | 0.52% | −237−4.0% | Reduced |
| Avestar Capital, LLC | 5,609 | $1.89M | 0.36% | −88−1.5% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,587 | $1.89M | 0.20% | +215+4.0% | Added |
| Walleye Trading LLC | 5,549 | $1.87M | 0.04% | +615+12.5% | 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 |
| Advisor Partners LLC | 5,464 | $1.84M | 0.12% | +230+4.4% | Added |
| Transcend Wealth Collective, LLC | 5,422 | $1.83M | 0.16% | +16+0.3% | Added |
| Alps Advisors Inc | 5,381 | $1.82M | 0.02% | −776−12.6% | Reduced |
| Arete Wealth Advisors, LLC | 5,351 | $1.81M | 0.15% | −20.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,349 | $1.80M | 0.75% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,176 | $1.75M | 0.06% | +1,503+40.9% | Added |
| Brinker Capital Investments, LLC | 5,171 | $1.75M | 0.03% | +11+0.2% | Added |
| Cypress Capital Group | 5,142 | $1.74M | 0.21% | −150−2.8% | Reduced |
| Ferris Capital, LLC | 5,104 | $1.72M | 0.39% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,079 | $1.71M | 0.10% | −2,056−28.8% | Reduced |
| Capital Planning Advisors, LLC | 5,044 | $1.70M | 0.36% | −65−1.3% | Reduced |
| CIBC World Markets Inc. | 4,992 | $1.68M | 0.01% | −2,068−29.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.67M | 0.48% | 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 |
| Ingalls & Snyder LLC | 4,886 | $1.65M | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,883 | $1.65M | 0.09% | −39−0.8% | Reduced |
| Huntington National Bank | 4,864 | $1.64M | 0.02% | −99−2.0% | Reduced |
| Kinneret Advisory, LLC | 4,856 | $1.64M | 0.18% | +109+2.3% | Added |
| NFJ Investment Group, LLC | 4,825 | $1.63M | 0.03% | +41+0.9% | Added |
| Redpoint Investment Management Pty Ltd | 4,792 | $1.62M | 0.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,789 | $1.62M | 0.02% | +31+0.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,774 | $1.61M | 0.14% | +468+10.9% | Added |
| Mercer Global Advisors Inc | 4,754 | $1.60M | 0.01% | −112−2.3% | Reduced |
| Ativo Capital Management LLC | 4,752 | $1.60M | 0.82% | −100−2.1% | Reduced |
| Assetmark, Inc | 4,652 | $1.57M | 0.01% | +2,790+149.8% | Added |
| Citizens Financial Group Inc | 4,613 | $1.56M | 0.05% | +302+7.0% | Added |
| Motley Fool Asset Management LLC | 4,603 | $1.55M | 0.11% | −190−4.0% | Reduced |
| 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 |
| Greenleaf Trust | 4,542 | $1.53M | 0.02% | +761+20.1% | Added |
| Beacon Investment Advisory Services, Inc. | 4,530 | $1.53M | 0.07% | +504+12.5% | Added |
| Point72 Hong Kong Ltd | 4,506 | $1.52M | 0.14% | +3,906+651.0% | Added |
| Pathstone Family Office, LLC | 4,491 | $1.52M | 0.04% | +252+5.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,465 | $1.51M | 0.01% | +301+7.2% | Added |
| Bryn Mawr Trust Co | 4,423 | $1.49M | 0.06% | −200−4.3% | Reduced |
| Exchange Capital Management, Inc. | 4,306 | $1.45M | 0.27% | +815+23.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,250 | $1.43M | 0.08% | −3,336−44.0% | Reduced |
| Sterling Investment Management, Inc. | 4,218 | $1.42M | 1.00% | −1,052−20.0% | Reduced |