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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 4,217 | $1.42M | 0.04% | +192+4.8% | Added |
| F/M Investments LLC | 4,194 | $1.42M | 1.14% | +4,194 | New |
| Marshall Financial Group LLC | 4,150 | $1.40M | 0.57% | −219−5.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,136 | $1.40M | 0.04% | −145−3.4% | Reduced |
| Roundview Capital LLC | 4,107 | $1.39M | 0.14% | −74−1.8% | Reduced |
| Redmond Asset Management, LLC | 4,078 | $1.38M | 0.41% | +45+1.1% | Added |
| Essex Savings Bank | 4,022 | $1.36M | 0.45% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,005 | $1.35M | 0.01% | +128+3.3% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.35M | 0.51% | 00.0% | Unchanged |
| AIA Group Ltd | 3,991 | $1.35M | 0.06% | +1,796+81.8% | Added |
| Ci Investments Inc. | 3,900 | $1.32M | 0.00% | −598−13.3% | Reduced |
| Ieq Capital, LLC | 3,845 | $1.30M | 0.03% | +375+10.8% | Added |
| Naples Global Advisors, LLC | 3,822 | $1.29M | 0.15% | +497+14.9% | Added |
| Quest Investment Management LLC | 3,800 | $1.28M | 0.12% | +248+7.0% | Added |
| Angeles Wealth Management, LLC | 3,780 | $1.27M | 0.24% | +3,780 | New |
| TrimTabs Asset Management, LLC | 3,731 | $1.26M | 0.42% | +92+2.5% | Added |
| 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 |
| Long Road Investment Counsel, LLC | 3,700 | $1.25M | 0.56% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,696 | $1.25M | 0.34% | +3,696 | New |
| Clark Capital Management Group, Inc. | 3,650 | $1.23M | 0.01% | −423−10.4% | Reduced |
| Baader Bank INC | 3,644 | $1.23M | 0.10% | −463−11.3% | Reduced |
| Lido Advisors, LLC | 3,630 | $1.22M | 0.02% | +36+1.0% | Added |
| National Asset Management, Inc. | 3,615 | $1.22M | 0.04% | +382+11.8% | Added |
| SRN Advisors, LLC | 3,609 | $1.22M | 0.54% | +42+1.2% | 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 |
| Beacon Pointe Advisors, LLC | 3,546 | $1.20M | 0.02% | +2,275+179.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,492 | $1.18M | 0.00% | +308+9.7% | Added |
| PEAK6 Investments LLC | 3,476 | $1.17M | 0.03% | +3,476 | New |
| Keebeck Wealth Management, LLC | 3,450 | $1.16M | 0.19% | +482+16.2% | Added |
| 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 |
| Asset Management Group, Inc. | 3,364 | $1.14M | 0.24% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,323 | $1.12M | 0.16% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,320 | $1.12M | 0.14% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,298 | $1.11M | 0.03% | +42+1.3% | Added |
| Brave Warrior Advisors, LLC | 3,279 | $1.11M | 0.03% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 3,255 | $1.10M | 0.07% | +354+12.2% | Added |
| Okabena Investment Services Inc | 3,227 | $1.09M | 0.46% | +150+4.9% | Added |
| Exencial Wealth Advisors, LLC | 3,210 | $1.08M | 0.05% | +3+0.1% | Added |
| Prudential PLC | 3,196 | $1.08M | 0.02% | +3,196 | New |
| 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 |
| Empowered Funds, LLC | 3,138 | $1.06M | 0.12% | +1,370+77.5% | Added |
| Umb Bank N A | 3,121 | $1.05M | 0.01% | −200−6.0% | Reduced |
| Empirical Finance, LLC | 3,117 | $1.05M | 0.12% | +341+12.3% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.05M | 0.26% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,098 | $1.04M | 0.02% | +611+24.6% | Added |
| IMS Capital Management | 3,047 | $1.03M | 0.54% | +827+37.3% | Added |
| HM Payson & Co | 3,042 | $1.03M | 0.02% | −195−6.0% | Reduced |
| Mass Ave Global Inc. | 3,037 | $1.02M | 0.40% | +3,037 | New |
| Nomura Holdings Inc | 2,999 | $1.02M | 0.01% | +2,999 | New |
| Washington Trust Advisors, Inc. | 3,014 | $1.02M | 0.07% | +15+0.5% | Added |
| Mystic Asset Management, Inc. | 3,000 | $1.01M | 0.54% | 00.0% | Unchanged |
| Human Investing LLC | 2,974 | $1.00M | 0.22% | +2,974 | New |
| Brewin Dolphin Ltd | 2,902 | $979.0K | 0.04% | −22−0.8% | Reduced |
| 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 |
| Rodgers Brothers Inc. | 2,861 | $965.0K | 0.17% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,840 | $958.0K | 0.06% | −30−1.0% | 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 |
| Cavalier Investments, LLC | 2,782 | $939.0K | 0.25% | −294−9.6% | Reduced |
| Weiss Asset Management LP | 2,778 | $937.0K | 0.02% | +2,778 | New |
| Seeyond | 2,776 | $936.0K | 0.09% | −23−0.8% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $925.0K | 0.16% | +2,742 | New |
| Epoch Investment Partners, Inc. | 2,721 | $918.0K | 0.00% | +2,721 | New |
| EHP Funds Inc. | 2,700 | $911.0K | 0.15% | +2,700 | New |
| Capital Analysts, LLC | 2,650 | $894.0K | 0.06% | +5+0.2% | Added |
| Vestcor Inc | 2,647 | $893.0K | 0.03% | −79−2.9% | Reduced |
| Apollon Wealth Management, LLC | 2,638 | $890.0K | 0.06% | +64+2.5% | Added |
| Drive Wealth Management, LLC | 2,622 | $885.0K | 0.75% | +2,622 | New |
| Clarius Group, LLC | 2,258 | $882.0K | 0.07% | 00.0% | Unchanged |
| Applied Research Investments, LLC | 2,612 | $881.0K | 2.63% | −10,006−79.3% | Reduced |
| Bridges Investment Management Inc | 2,600 | $878.0K | 0.03% | −4,438−63.1% | Reduced |
| IBM Retirement Fund | 2,592 | $875.0K | 0.12% | −114−4.2% | Reduced |
| Metis Global Partners, LLC | 2,590 | $873.0K | 0.10% | +1,177+83.3% | Added |
| Caxton Corp | 2,567 | $866.0K | 1.08% | −33−1.3% | Reduced |
| Wealthspire Advisors, LLC | 2,559 | $863.0K | 0.02% | −473−15.6% | Reduced |
| Bartlett & Co. LLC | 2,550 | $860.0K | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,525 | $852.0K | 0.53% | +49+2.0% | Added |
| Regentatlantic Capital LLC | 2,512 | $847.0K | 0.02% | +736+41.4% | Added |
| Edgestream Partners, L.P. | 2,503 | $845.0K | 0.07% | +1,975+374.1% | Added |
| NVWM, LLC | 2,491 | $841.0K | 0.27% | +283+12.8% | Added |
| Siemens Fonds Invest GmbH | 2,491 | $840.0K | 0.07% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,469 | $833.0K | 0.14% | −133−5.1% | Reduced |
| Sandy Spring Bank | 2,462 | $831.0K | 0.04% | −932−27.5% | Reduced |
| Park Avenue Securities LLC | 2,429 | $820.0K | 0.01% | +156+6.9% | 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 |
| PFG Advisors | 2,418 | $816.0K | 0.08% | +8+0.3% | Added |
| Lumature Wealth Partners, LLC | 2,385 | $805.0K | 0.32% | −62−2.5% | Reduced |
| Unigestion Holding SA | 2,376 | $802.0K | 0.03% | 00.0% | Unchanged |
| Inverness Counsel LLC | 2,361 | $797.0K | 0.04% | −860−26.7% | Reduced |
| Roberts Capital Advisors, LLC | 2,341 | $790.0K | 0.82% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,338 | $788.0K | 0.04% | +68+3.0% | Added |
| Heartland Bank & Trust Co | 2,332 | $787.0K | 0.60% | −228−8.9% | Reduced |
| Bienville Capital Management, LLC | 2,327 | $785.0K | 0.39% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,277 | $768.0K | 0.03% | −264−10.4% | Reduced |