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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 222 | $60.0K | 0.00% | +6+2.8% | Added |
| Glassman Wealth Services | 221 | $60.0K | 0.01% | +11+5.2% | Added |
| Compagnie Lombard Odier SCmA | 225 | $61.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 228 | $62.0K | 0.02% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 230 | $63.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 232 | $63.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 230 | $63.0K | 0.04% | +230 | New |
| North Star Investment Management Corp. | 240 | $65.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 241 | $66.0K | 0.02% | −6−2.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 250 | $68.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 256 | $70.0K | 0.00% | −8,051−96.9% | Reduced |
| Atticus Wealth Management, LLC | 257 | $70.0K | 0.03% | +250+3,571.4% | Added |
| Resources Management Corp | 266 | $72.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 263 | $72.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 264 | $72.0K | 0.02% | +30+12.8% | Added |
| CoreCap Advisors, LLC | 264 | $72.0K | 0.01% | +264 | New |
| Hexagon Capital Partners LLC | 282 | $77.0K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 285 | $78.0K | 0.05% | −10−3.4% | Reduced |
| Trustcore Financial Services, LLC | 286 | $78.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 291 | $79.0K | 0.00% | +25+9.4% | Added |
| Salem Investment Counselors Inc | 303 | $82.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $82.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $82.0K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 305 | $83.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 304 | $83.0K | 0.01% | +304 | New |
| Lindbrook Capital, LLC | 310 | $84.0K | 0.01% | +35+12.7% | Added |
| Quent Capital, LLC | 316 | $86.0K | 0.02% | +7+2.3% | Added |
| JNBA Financial Advisors | 325 | $88.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 337 | $92.0K | 0.03% | +271+410.6% | Added |
| BerganKDV Wealth Management, LLC | 350 | $95.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 350 | $95.2K | 0.07% | 00.0% | Unchanged |
| Newfound Research LLC | 360 | $98.0K | 0.21% | −59−14.1% | Reduced |
| First Pacific Advisors, LP | 385 | $105.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 396 | $108.0K | 0.07% | −187−32.1% | Reduced |
| Harbour Investments, Inc. | 414 | $113.0K | 0.01% | +414 | New |
| Acropolis Investment Management, LLC | 420 | $114.0K | 0.01% | +420 | New |
| Manchester Capital Management LLC | 422 | $115.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 423 | $115.0K | 0.09% | +18+4.4% | Added |
| Fukoku Mutual Life Insurance Co | 429 | $117.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 455 | $124.0K | 0.01% | −114−20.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 400 | $124.0K | 0.12% | +400 | New |
| Desjardins Global Asset Management Inc. | 466 | $126.0K | 0.02% | −22−4.5% | Reduced |
| Allworth Financial LP | 466 | $127.0K | 0.00% | +38+8.9% | Added |
| TCI Wealth Advisors, Inc. | 489 | $133.0K | 0.02% | −2−0.4% | Reduced |
| Covington Capital Management | 490 | $133.0K | 0.01% | +62+14.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 534 | $145.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 569 | $155.0K | 0.04% | −174−23.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 577 | $157.0K | 0.00% | −261−31.1% | Reduced |
| Estabrook Capital Management | 600 | $163.2K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 616 | $168.0K | 0.03% | +616 | New |
| Howe & Rusling Inc | 641 | $174.0K | 0.02% | +115+21.9% | Added |
| Caldwell Trust Co | 660 | $179.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 669 | $183.0K | 0.05% | +230+52.4% | Added |
| Capital Advisors, Ltd. LLC | 683 | $186.0K | 0.03% | +115+20.2% | Added |
| FinTrust Capital Advisors, LLC | 634 | $187.0K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,529 | $192.4K | 0.19% | +1,594+170.5% | Added |
| Leonteq Securities AG | 729 | $198.3K | 0.01% | +3+0.4% | Added |
| Charter Trust Co | 737 | $200.0K | 0.02% | −28−3.7% | Reduced |
| McLean Asset Management Corp | 716 | $203.0K | 0.08% | −22−3.0% | Reduced |
| Highland Private Wealth Management | 745 | $203.0K | 0.03% | +30+4.2% | Added |
| Simmons Bank | 751 | $204.0K | 0.02% | −10−1.3% | Reduced |
| Avenir Corp | 749 | $204.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 760 | $207.0K | 0.03% | +3+0.4% | Added |
| Gladstone Institutional Advisory LLC | 763 | $208.0K | 0.02% | −68−8.2% | Reduced |
| LGT Fund Management Co Ltd. | 770 | $209.0K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 770 | $209.0K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 769 | $209.0K | 0.01% | +25+3.4% | Added |
| Abbrea Capital, LLC | 780 | $212.0K | 0.04% | −100−11.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 783 | $213.0K | 0.06% | 00.0% | Unchanged |
| Collective Family Office LLC | 788 | $214.0K | 0.09% | −2−0.3% | Reduced |
| Fenimore Asset Management Inc | 787 | $214.0K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 788 | $214.0K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 800 | $217.0K | 0.05% | −204,682−99.6% | Reduced |
| Balentine LLC | 799 | $217.0K | 0.01% | −382−32.3% | Reduced |
| Mayfair Advisory Group, LLC | 700 | $217.0K | 0.29% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 800 | $218.0K | 0.01% | −6,200−88.6% | Reduced |
| Atwood & Palmer Inc | 800 | $218.0K | 0.02% | −200−20.0% | Reduced |
| Woodmont Investment Counsel LLC | 800 | $218.0K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 800 | $218.0K | 0.18% | 00.0% | Unchanged |
| 626 Financial, LLC | 800 | $218.0K | 0.17% | 00.0% | Unchanged |
| DRW Securities, LLC | 801 | $218.0K | 0.06% | +801 | New |
| Pendal Group Limited | 806 | $219.0K | 0.00% | +106+15.1% | Added |
| Baldwin Brothers Inc | 815 | $222.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 815 | $222.0K | 0.19% | +107+15.1% | Added |
| Pitcairn Co | 825 | $224.0K | 0.02% | −6−0.7% | Reduced |
| First Horizon Advisors, Inc. | 828 | $224.0K | 0.01% | +479+137.2% | Added |
| Tobam | 824 | $224.0K | 0.01% | +824 | New |
| Summit Financial, LLC | 824 | $224.1K | 0.02% | −5−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 830 | $226.0K | 0.01% | −23−2.7% | Reduced |
| Coastal Investment Advisors, Inc. | 822 | $226.0K | 0.06% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 839 | $228.0K | 0.13% | 00.0% | Unchanged |
| Carson Advisory Inc. | 840 | $228.0K | 0.25% | +100+13.5% | Added |
| Gateway Investment Advisers LLC | 842 | $229.0K | 0.00% | +75+9.8% | Added |
| Synovus Financial Corp | 850 | $231.0K | 0.00% | +850 | New |
| Doyle Wealth Management | 858 | $233.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 867 | $235.0K | 0.01% | +34+4.1% | Added |
| Roanoke Asset Management Corp | 866 | $236.0K | 0.11% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 876 | $238.0K | 0.07% | −2−0.2% | Reduced |
| Seven Eight Capital, LP | 876 | $238.0K | 0.10% | +876 | New |
| Red Wave Investments LLC | 880 | $239.0K | 0.10% | −23−2.5% | Reduced |