Moodys Corp

MCO

Exchange: NYSE
Industry: Services-Consumer Credit Reporting, Collection Agencies
SEC CIK: 0001059556

SEC filings (opens in a new tab)

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, Q2 2022

Institutional positions in Moodys Corp as of Jun 30, 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: 954; −56 vs. Q1 2022
Shares held: 169.0M; +599.7K (+0.4%) vs. Q1 2022
Total value: $46.0B; −$10.7B (−18.9%) vs. Q1 2022
New holders: 75; 341 more added
Sold out: 131; 353 more reduced

13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 954 institutions

Value heldQ2 2022: $46.0B

Institutions holding MCO and their total value by quarter
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, Q2 2022

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2022.

Institutions holding MCO in Q2 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Marquette Asset Management, LLC	1	$0	0.00%	−1−50.0%	Reduced
JJJ Advisors Inc.	1	$0	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	1	$0	0.00%	+1	New
Gradient Investments LLC	5	$1.00K	0.00%	00.0%	Unchanged
Surevest, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Country Trust Bank	3	$1.00K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	4	$1.00K	0.00%	+1+33.3%	Added
Concord Wealth Partners	3	$1.00K	0.00%	00.0%	Unchanged
Curi Capital	3	$1.00K	0.00%	00.0%	Unchanged
Sargent Bickham Lagudis LLC	2	$1.00K	0.00%	+2	New
Oliver Lagore Vanvalin Investment Group	2	$1.00K	0.00%	+2	New
Global Financial Private Client, LLC	4	$1.10K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	6	$1.63K	0.00%	+6	New
Harvest Fund Management Co., Ltd	6	$2.00K	0.00%	−327−98.2%	Reduced
Aspire Private Capital, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	7	$2.00K	0.00%	−3−30.0%	Reduced
Column Capital Advisors, LLC	6	$2.00K	0.00%	00.0%	Unchanged
Financial Enhancement Group LLC	7	$2.00K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	6	$2.00K	0.00%	+6	New
Steward Financial Group LLC	9	$2.00K	0.00%	+9	New
Venture Visionary Partners LLC	9	$2.45K	0.00%	+9	New
Rockbridge Investment Management, LCC	10	$2.72K	0.00%	−20−66.7%	Reduced
Clean Yield Group	10	$3.00K	0.00%	00.0%	Unchanged
Fairfield, Bush & Co.	10	$3.00K	0.00%	+10	New
Investors Research Corp	11	$3.00K	0.00%	+11	New
Tyler-Stone Wealth Management	16	$4.00K	0.00%	−9−36.0%	Reduced
Sierra Capital LLC	15	$4.00K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	15	$4.00K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	15	$4.00K	0.00%	+15	New
Tfo-TDC, LLC	13	$4.00K	0.00%	+13	New
Prestige Wealth Management Group LLC	19	$5.00K	0.00%	−251−93.0%	Reduced
Cambridge Trust Co	17	$5.00K	0.00%	−18−51.4%	Reduced
Harbor Investment Advisory, LLC	19	$5.00K	0.00%	−12−38.7%	Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	20	$5.00K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	20	$5.00K	0.00%	+9+81.8%	Added
Schubert & Co	18	$5.00K	0.00%	+7+63.6%	Added
Creative Financial Designs Inc	17	$5.00K	0.00%	+17	New
Thomas J. Herzfeld Advisors, Inc.	22	$6.00K	0.00%	00.0%	Unchanged
Accel Wealth Management	21	$6.00K	0.00%	00.0%	Unchanged
ACG Wealth	21	$6.00K	0.00%	+21	New
Lumature Wealth Partners, LLC	25	$7.00K	0.00%	−2,360−99.0%	Reduced
Legacy Bridge, LLC	25	$7.00K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	25	$7.00K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	28	$7.62K	0.00%	00.0%	Unchanged
Hudock, Inc.	33	$8.00K	0.00%	+1+3.1%	Added
SOA Wealth Advisors, LLC.	32	$8.00K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	30	$8.00K	0.00%	+20+200.0%	Added
Eagle Bay Advisors LLC	33	$8.97K	0.01%	+33	New
Washington Trust Co	35	$9.00K	0.00%	00.0%	Unchanged
Logan Capital Management Inc	34	$9.00K	0.00%	00.0%	Unchanged
Emfo, LLC	34	$9.00K	0.01%	00.0%	Unchanged
Ancora Advisors, LLC	34	$9.00K	0.00%	+10+41.7%	Added
Corbenic Partners LLC	38	$10.0K	0.00%	00.0%	Unchanged
Clearstead Advisors, LLC	35	$10.0K	0.00%	+14+66.7%	Added
Oakworth Capital, Inc.	45	$12.0K	0.00%	00.0%	Unchanged
Sterling Investment Advisors, Ltd.	43	$12.0K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	46	$13.0K	0.00%	−5−9.8%	Reduced
Johnson Financial Group, Inc.	49	$13.0K	0.00%	+49	New
Money Concepts Capital Corp	50	$14.0K	0.00%	−14−21.9%	Reduced
Sutton Wealth Advisors Inc.	54	$14.7K	0.01%	+1+1.9%	Added
MV Capital Management, Inc.	55	$15.0K	0.00%	−31−36.0%	Reduced
Hantz Financial Services, Inc.	55	$15.0K	0.00%	+55	New
BDO Wealth Advisors, LLC	60	$16.0K	0.00%	00.0%	Unchanged
Wesleyan Assurance Society	60	$16.0K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	59	$16.0K	0.03%	00.0%	Unchanged
Financial Management Professionals, Inc.	62	$17.0K	0.00%	+24+63.2%	Added
Charter Oak Capital Management, LLC	70	$19.0K	0.00%	00.0%	Unchanged
Global Retirement Partners, LLC	69	$19.0K	0.00%	+13+23.2%	Added
Core Alternative Capital	72	$20.0K	0.00%	+11+18.0%	Added
West Paces Advisors Inc.	75	$20.4K	0.01%	00.0%	Unchanged
Earnest Partners LLC	78	$21.0K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	81	$22.0K	0.01%	−21−20.6%	Reduced
Ogorek Anthony Joseph	84	$22.0K	0.01%	00.0%	Unchanged
Jones Financial Companies LLLP	85	$23.0K	0.00%	00.0%	Unchanged
Loomis Sayles & Co L P	84	$23.0K	0.00%	+28+50.0%	Added
Sugarloaf Wealth Management, LLC	87	$24.0K	0.01%	00.0%	Unchanged
SeaCrest Wealth Management, LLC	90	$24.0K	0.00%	+90	New
City State Bank	106	$29.0K	0.02%	00.0%	Unchanged
Farmers & Merchants Investments Inc	110	$30.0K	0.00%	+25+29.4%	Added
Bell Investment Advisors, Inc	114	$31.0K	0.01%	+114	New
Arlington Partners LLC	123	$33.0K	0.01%	00.0%	Unchanged
Vigilant Capital Management, LLC	120	$33.0K	0.00%	+120	New
Pinebridge Investments, L.P.	126	$34.0K	0.00%	−6,626−98.1%	Reduced
American National Bank	125	$34.0K	0.01%	+28+28.9%	Added
JFS Wealth Advisors, LLC	143	$39.0K	0.00%	−6−4.0%	Reduced
Ronald Blue Trust, Inc.	123	$41.0K	0.00%	+123	New
Princeton Global Asset Management LLC	155	$42.0K	0.01%	00.0%	Unchanged
Silvant Capital Management LLC	157	$43.0K	0.01%	00.0%	Unchanged
Seldon Capital LP	166	$45.0K	0.03%	00.0%	Unchanged
Atlas Capital Advisors LLC	166	$45.1K	0.01%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	169	$46.0K	0.02%	00.0%	Unchanged
CX Institutional	168	$46.0K	0.00%	+168	New
Carolinas Wealth Consulting LLC	174	$47.0K	0.01%	+18+11.5%	Added
Private Capital Group, LLC	192	$52.0K	0.04%	+23+13.6%	Added
M&R Capital Management Inc	200	$54.0K	0.01%	00.0%	Unchanged
Edmond de Rothschild Holding S.A.	200	$54.0K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	199	$54.0K	0.01%	00.0%	Unchanged
Fieldpoint Private Securities, LLC	202	$55.0K	0.02%	−325−61.7%	Reduced
CVA Family Office, LLC	205	$56.0K	0.02%	−15−6.8%	Reduced