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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 1,370 | $425.0K | 0.05% | +678+98.0% | Added |
| Spinnaker Trust | 1,585 | $431.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,589 | $432.0K | 0.02% | −286−15.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,588 | $432.0K | 0.05% | +1,588 | New |
| Personal Cfo Solutions, LLC | 1,610 | $438.0K | 0.10% | −101−5.9% | Reduced |
| Quantbot Technologies LP | 1,616 | $439.0K | 0.04% | +1,616 | New |
| Institute for Wealth Management, LLC. | 1,619 | $440.0K | 0.09% | +423+35.4% | Added |
| Fund Management at Engine No. 1 LLC | 1,621 | $441.0K | 0.12% | +252+18.4% | Added |
| Inverness Counsel LLC | 1,626 | $442.0K | 0.02% | −735−31.1% | Reduced |
| Resources Investment Advisors, LLC. | 1,624 | $442.0K | 0.02% | +310+23.6% | Added |
| MAI Capital Management | 1,632 | $444.0K | 0.01% | +51+3.2% | Added |
| Sunflower Bank, N.A. | 1,657 | $451.0K | 0.09% | −59−3.4% | Reduced |
| Empirical Asset Management, LLC | 1,660 | $452.0K | 0.48% | +1,660 | New |
| Walter & Keenan Financial Consulting Co | 1,675 | $456.0K | 0.18% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,679 | $457.0K | 0.04% | +127+8.2% | Added |
| Capricorn Fund Managers Ltd | 1,694 | $461.0K | 0.08% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,699 | $462.0K | 0.06% | +75+4.6% | Added |
| United Capital Financial Advisers, LLC | 1,698 | $462.0K | 0.00% | +163+10.6% | Added |
| Dodge & Cox | 1,702 | $463.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 1,701 | $463.0K | 0.06% | +41+2.5% | Added |
| Highland Capital Management, LLC | 1,730 | $471.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,741 | $473.0K | 0.03% | −536−23.5% | Reduced |
| Symmetry Partners, LLC | 1,743 | $474.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,744 | $474.0K | 0.20% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,753 | $477.0K | 0.04% | −43−2.4% | Reduced |
| Morris Financial Concepts, Inc. | 1,765 | $480.0K | 0.46% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 1,769 | $481.0K | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,785 | $485.0K | 0.01% | −126−6.6% | Reduced |
| Castle Rock Wealth Management, LLC | 1,708 | $487.0K | 0.25% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,803 | $490.0K | 0.01% | −249−12.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,821 | $495.0K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,821 | $495.0K | 0.05% | +34+1.9% | Added |
| Credential Qtrade Securities Inc. | 1,826 | $496.6K | 0.04% | +127+7.5% | Added |
| Cumberland Partners Ltd | 1,841 | $501.0K | 0.05% | −409−18.2% | Reduced |
| Advisory Services Network, LLC | 1,857 | $506.0K | 0.02% | −227−10.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,867 | $508.0K | 0.09% | −385−17.1% | Reduced |
| Legacy Advisors, LLC | 1,869 | $508.0K | 0.11% | +708+61.0% | Added |
| Fishman Jay A Ltd | 1,875 | $509.9K | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,877 | $510.0K | 0.02% | −114−5.7% | Reduced |
| Rice Hall James & Associates, LLC | 1,890 | $514.0K | 0.02% | −20−1.0% | Reduced |
| Patriot Investment Management Inc. | 1,890 | $514.0K | 0.05% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,900 | $517.0K | 0.12% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,912 | $520.0K | 0.19% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,952 | $530.0K | 0.01% | −1,678−46.2% | Reduced |
| CWM, LLC | 1,954 | $531.0K | 0.00% | +335+20.7% | Added |
| Key Financial Inc | 1,970 | $542.0K | 0.29% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,993 | $542.0K | 0.03% | +210+11.8% | Added |
| Applied Research Investments, LLC | 1,997 | $543.0K | 2.40% | −615−23.5% | Reduced |
| D.B. Root & Company, LLC | 1,998 | $543.0K | 0.23% | −5−0.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $543.9K | 0.35% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,000 | $544.0K | 0.25% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $544.0K | 0.65% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 2,005 | $545.0K | 0.16% | −790−28.3% | Reduced |
| Gofen & Glossberg LLC | 2,034 | $553.0K | 0.01% | +291+16.7% | Added |
| Parallel Advisors, LLC | 2,049 | $557.0K | 0.03% | −85−4.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,063 | $561.0K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 2,070 | $563.0K | 0.38% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,081 | $566.0K | 0.01% | +800+62.5% | Added |
| AE Wealth Management LLC | 2,088 | $568.0K | 0.00% | −31,047−93.7% | Reduced |
| Cigna Investments Inc | 2,087 | $568.0K | 0.11% | −778−27.2% | Reduced |
| Pegasus Partners Ltd. | 2,118 | $576.0K | 0.12% | +52+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 2,124 | $578.0K | 0.05% | −1,032−32.7% | Reduced |
| Trexquant Investment LP | 2,145 | $583.0K | 0.03% | +2,145 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,244 | $610.0K | 0.04% | −4,951−68.8% | Reduced |
| Encompass Wealth Advisors, LLC | 2,250 | $612.0K | 0.22% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,258 | $614.0K | 0.08% | +668+42.0% | Added |
| Pacific Global Investment Management CO | 2,273 | $618.0K | 0.15% | +3+0.1% | Added |
| Virtus ETF Advisers LLC | 2,284 | $621.0K | 0.23% | +2,284 | New |
| Coldstream Capital Management Inc | 2,289 | $622.0K | 0.02% | +495+27.6% | Added |
| Avantax Advisory Services, Inc. | 2,305 | $627.0K | 0.01% | +1,568+212.8% | Added |
| Monte Financial Group, LLC | 2,313 | $629.0K | 0.37% | +309+15.4% | Added |
| Waldron Private Wealth LLC | 2,326 | $632.0K | 0.04% | −12−0.5% | Reduced |
| Bienville Capital Management, LLC | 2,327 | $633.0K | 0.31% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,337 | $634.0K | 0.01% | −1,668−41.6% | Reduced |
| Park Avenue Securities LLC | 2,335 | $635.0K | 0.01% | −94−3.9% | Reduced |
| Beacon Pointe Advisors, LLC | 2,323 | $636.0K | 0.01% | −1,223−34.5% | Reduced |
| PFG Advisors | 2,338 | $636.0K | 0.07% | −80−3.3% | Reduced |
| Accretive Wealth Partners, LLC | 2,343 | $637.0K | 0.46% | −182−7.2% | Reduced |
| Roberts Capital Advisors, LLC | 2,341 | $637.0K | 0.87% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,345 | $637.0K | 0.01% | +795+51.3% | Added |
| Heartland Bank & Trust Co | 2,365 | $643.0K | 0.57% | +33+1.4% | Added |
| Meeder Asset Management Inc | 2,380 | $647.0K | 0.04% | +338+16.6% | Added |
| Assenagon Asset Management S.A. | 2,383 | $648.0K | 0.00% | −27,761−92.1% | Reduced |
| Wealthspire Advisors, LLC | 2,400 | $653.0K | 0.01% | −159−6.2% | Reduced |
| Raymond James Trust N.A. | 2,403 | $653.0K | 0.02% | +277+13.0% | Added |
| HighPoint Advisor Group LLC | 2,312 | $654.0K | 0.07% | +2,312 | New |
| Metis Global Partners, LLC | 2,436 | $662.0K | 0.11% | −154−5.9% | Reduced |
| Clarius Group, LLC | 2,441 | $664.0K | 0.07% | +183+8.1% | Added |
| Whittier Trust Co | 2,446 | $665.0K | 0.01% | +20+0.8% | Added |
| Value Partners Investments Inc. | 2,463 | $668.0K | 0.06% | +331+15.5% | Added |
| Ropes Wealth Advisors LLC | 2,469 | $671.0K | 0.14% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,478 | $674.0K | 0.07% | −13−0.5% | Reduced |
| NVWM, LLC | 2,490 | $677.0K | 0.26% | −10.0% | Reduced |
| Quantitative Investment Management, LLC | 2,499 | $679.0K | 0.10% | +2,499 | New |
| Seeyond | 2,513 | $683.0K | 0.08% | −263−9.5% | Reduced |
| Cavalier Investments, LLC | 2,544 | $692.0K | 0.24% | −238−8.6% | Reduced |
| Sequoia Financial Advisors, LLC | 2,549 | $693.0K | 0.02% | +569+28.7% | Added |
| Drive Wealth Management, LLC | 2,597 | $706.0K | 0.64% | −25−1.0% | Reduced |
| Moody National Bank Trust Division | 2,599 | $707.0K | 0.07% | +1,511+138.9% | Added |
| Bridges Investment Management Inc | 2,600 | $708.0K | 0.03% | 00.0% | Unchanged |