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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 2,611 | $710.0K | 0.02% | −766−22.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,614 | $710.9K | 0.01% | +64+2.5% | Added |
| Bartlett & Co. LLC | 2,614 | $711.0K | 0.01% | +64+2.5% | Added |
| Element Capital Management LLC | 2,649 | $720.0K | 0.36% | +883+50.0% | Added |
| Capital Analysts, LLC | 2,675 | $728.0K | 0.05% | +25+0.9% | Added |
| AlphaCrest Capital Management LLC | 2,693 | $732.0K | 0.04% | +1,201+80.5% | Added |
| Moloney Securities Asset Management, LLC | 2,706 | $736.0K | 0.17% | −90−3.2% | Reduced |
| Human Investing LLC | 2,712 | $737.0K | 0.18% | −262−8.8% | Reduced |
| Epoch Investment Partners, Inc. | 2,721 | $740.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,742 | $746.0K | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,794 | $760.0K | 0.06% | +156+5.9% | Added |
| Smithfield Trust Co | 2,840 | $769.0K | 0.05% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 2,861 | $778.0K | 0.15% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,866 | $779.0K | 0.01% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,897 | $788.0K | 0.03% | +385+15.3% | Added |
| Brewin Dolphin Ltd | 2,902 | $789.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,905 | $790.0K | 0.03% | −393−11.9% | Reduced |
| Triangle Securities Wealth Management | 2,915 | $793.0K | 0.31% | +1,196+69.6% | Added |
| Sawtooth Solutions, LLC | 2,919 | $794.0K | 0.10% | +495+20.4% | Added |
| Umb Bank N A | 2,996 | $815.0K | 0.01% | −125−4.0% | Reduced |
| Mystic Asset Management, Inc. | 3,000 | $815.0K | 0.50% | 00.0% | Unchanged |
| HM Payson & Co | 3,013 | $819.0K | 0.02% | −29−1.0% | Reduced |
| Washington Trust Advisors, Inc. | 3,010 | $819.0K | 0.07% | −4−0.1% | Reduced |
| Capital Planning Advisors, LLC | 3,073 | $836.0K | 0.22% | −1,971−39.1% | Reduced |
| Spearhead Capital Advisors, LLC | 3,074 | $836.0K | 0.12% | +3,074 | New |
| Prudential PLC | 3,082 | $838.0K | 0.02% | −114−3.6% | Reduced |
| SRN Advisors, LLC | 3,093 | $841.2K | 0.59% | −516−14.3% | Reduced |
| Ironwood Investment Counsel, LLC | 3,104 | $844.0K | 0.24% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,126 | $851.0K | 0.00% | −366−10.5% | Reduced |
| Brave Warrior Advisors, LLC | 3,129 | $851.0K | 0.03% | −150−4.6% | Reduced |
| IMS Capital Management | 3,143 | $855.0K | 0.55% | +96+3.2% | Added |
| Exencial Wealth Advisors, LLC | 3,225 | $877.0K | 0.05% | +15+0.5% | Added |
| Ci Investments Inc. | 3,228 | $878.0K | 0.00% | −672−17.2% | Reduced |
| Patton Fund Management, Inc. | 3,286 | $894.0K | 0.33% | −2,333−41.5% | Reduced |
| Empirical Finance, LLC | 3,295 | $896.0K | 0.11% | +178+5.7% | Added |
| Anchor Investment Management, LLC | 3,320 | $902.9K | 0.13% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,323 | $903.0K | 0.15% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 3,364 | $915.0K | 0.22% | 00.0% | Unchanged |
| Unigestion Holding SA | 3,367 | $916.0K | 0.05% | +991+41.7% | Added |
| Everence Capital Management Inc | 3,375 | $918.0K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,380 | $919.0K | 0.00% | −6,783−66.7% | Reduced |
| National Asset Management, Inc. | 3,490 | $950.0K | 0.04% | −125−3.5% | Reduced |
| AdvisorShares Investments LLC | 3,551 | $966.0K | 0.27% | −54−1.5% | Reduced |
| Sterling Investment Management, Inc. | 3,558 | $968.0K | 0.80% | −660−15.6% | Reduced |
| Wolverine Trading, LLC | 3,586 | $975.0K | 0.03% | −12,541−77.8% | Reduced |
| Credit Agricole S A | 3,587 | $975.0K | 0.04% | −8,660−70.7% | Reduced |
| TrimTabs Asset Management, LLC | 3,587 | $976.0K | 0.60% | −144−3.9% | Reduced |
| AXS Investments LLC | 3,590 | $976.0K | 0.35% | +3,590 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,607 | $981.0K | 0.01% | +451+14.3% | Added |
| Millennium Management LLC | 3,612 | $982.0K | 0.00% | −19,580−84.4% | Reduced |
| Heritage Wealth Management, LLC | 3,619 | $984.2K | 0.33% | −77−2.1% | Reduced |
| Empowered Funds, LLC | 3,625 | $986.0K | 0.13% | +487+15.5% | Added |
| Clark Capital Management Group, Inc. | 3,668 | $998.0K | 0.01% | +18+0.5% | Added |
| Angeles Wealth Management, LLC | 3,678 | $1.00M | 0.20% | −102−2.7% | Reduced |
| Long Road Investment Counsel, LLC | 3,700 | $1.01M | 0.52% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.01M | 0.47% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,739 | $1.02M | 0.02% | +3,739 | New |
| AQR Capital Management LLC | 3,888 | $1.05M | 0.00% | −20,729−84.2% | Reduced |
| FORA Capital, LLC | 3,861 | $1.05M | 0.21% | +3,861 | New |
| Williams Jones Wealth Management, LLC. | 3,863 | $1.05M | 0.02% | +1,787+86.1% | Added |
| Vestcor Inc | 3,880 | $1.05M | 0.04% | +1,233+46.6% | Added |
| Quest Investment Management LLC | 3,885 | $1.06M | 0.12% | +85+2.2% | Added |
| GeoWealth Management, LLC | 3,891 | $1.06M | 0.14% | +1,676+75.7% | Added |
| Altium Wealth Management LLC | 3,956 | $1.08M | 0.08% | +701+21.5% | Added |
| Marshall Financial Group LLC | 3,972 | $1.08M | 0.43% | −178−4.3% | Reduced |
| Redmond Asset Management, LLC | 3,992 | $1.09M | 0.39% | −86−2.1% | Reduced |
| Van Strum & Towne Inc. | 4,000 | $1.09M | 0.46% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 4,000 | $1.09M | 0.31% | +4,000 | New |
| Essex Savings Bank | 4,026 | $1.09M | 0.42% | +4+0.1% | Added |
| Delta Investment Management, LLC | 4,116 | $1.12M | 0.51% | +4,116 | New |
| Hennion & Walsh Asset Management, Inc. | 4,136 | $1.13M | 0.07% | −114−2.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,136 | $1.13M | 0.04% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,158 | $1.13M | 0.22% | +708+20.5% | Added |
| Baker Avenue Asset Management, LP | 4,180 | $1.14M | 0.08% | +4,180 | New |
| Cambridge Investment Research Advisors, Inc. | 4,205 | $1.14M | 0.01% | −260−5.8% | Reduced |
| Okabena Investment Services Inc | 4,221 | $1.15M | 0.59% | +994+30.8% | Added |
| Yacktman Asset Management LP | 4,270 | $1.16M | 0.01% | +4,270 | New |
| Cetera Investment Advisers | 4,360 | $1.19M | 0.02% | −429−9.0% | Reduced |
| Motley Fool Asset Management LLC | 4,264 | $1.19M | 0.11% | −339−7.4% | Reduced |
| Northwest Investment Counselors, LLC | 4,389 | $1.19M | 0.37% | +4,373+27,331.3% | Added |
| Bryn Mawr Trust Co | 4,423 | $1.20M | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,485 | $1.22M | 0.01% | −269−5.7% | Reduced |
| Blueshift Asset Management, LLC | 4,514 | $1.23M | 0.20% | +4,514 | New |
| Telemus Capital, LLC | 4,570 | $1.24M | 0.12% | −373−7.5% | Reduced |
| Tsai Capital Corp | 4,578 | $1.25M | 1.48% | +4,578 | New |
| Rossmore Private Capital | 4,600 | $1.25M | 0.22% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,669 | $1.27M | 0.05% | +56+1.2% | Added |
| Blue Fin Capital, Inc. | 4,711 | $1.28M | 0.45% | −235−4.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,711 | $1.28M | 0.07% | +181+4.0% | Added |
| Ativo Capital Management LLC | 4,757 | $1.29M | 0.87% | +5+0.1% | Added |
| Pathstone Family Office, LLC | 4,770 | $1.30M | 0.03% | +279+6.2% | Added |
| Redpoint Investment Management Pty Ltd | 4,792 | $1.30M | 0.16% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 4,803 | $1.31M | 0.13% | +2,986+164.3% | Added |
| Roundview Capital LLC | 4,876 | $1.33M | 0.16% | +769+18.7% | Added |
| Ingalls & Snyder LLC | 4,886 | $1.33M | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 4,942 | $1.34M | 0.07% | +951+23.8% | Added |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.35M | 0.44% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 4,961 | $1.35M | 0.18% | +105+2.2% | Added |
| Cypress Capital Group | 4,987 | $1.36M | 0.21% | −155−3.0% | Reduced |
| Brinker Capital Investments, LLC | 5,143 | $1.40M | 0.03% | −28−0.5% | Reduced |