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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 5,177 | $1.41M | 0.06% | +10.0% | Added |
| Huntington National Bank | 5,179 | $1.41M | 0.02% | +315+6.5% | Added |
| Greenleaf Trust | 5,207 | $1.42M | 0.02% | +665+14.6% | Added |
| Westbourne Investment Advisors, Inc. | 5,221 | $1.42M | 0.88% | −128−2.4% | Reduced |
| Arete Wealth Advisors, LLC | 5,302 | $1.44M | 0.16% | −49−0.9% | Reduced |
| Exchange Capital Management, Inc. | 5,301 | $1.44M | 0.31% | +995+23.1% | Added |
| Naples Global Advisors, LLC | 5,307 | $1.44M | 0.19% | +1,485+38.9% | Added |
| Equitable Trust Co | 5,312 | $1.44M | 0.11% | −1,217−18.6% | Reduced |
| Panagora Asset Management Inc | 5,336 | $1.45M | 0.01% | −13,162−71.2% | Reduced |
| Toroso Investments, LLC | 5,338 | $1.45M | 0.05% | +1,121+26.6% | Added |
| Pearl River Capital, LLC | 5,341 | $1.45M | 0.34% | +5,341 | New |
| Change Path, LLC | 5,396 | $1.47M | 0.08% | +795+17.3% | Added |
| Pensionfund Sabic | 5,400 | $1.47M | 0.47% | −500−8.5% | Reduced |
| Assetmark, Inc | 5,412 | $1.47M | 0.01% | +760+16.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,484 | $1.49M | 0.14% | +710+14.9% | Added |
| Wetherby Asset Management Inc | 5,508 | $1.50M | 0.10% | +625+12.8% | Added |
| Ieq Capital, LLC | 5,534 | $1.50M | 0.05% | +1,689+43.9% | Added |
| Ensign Peak Advisors, Inc | 5,571 | $1.51M | 0.00% | −1,095−16.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,379 | $1.52M | 0.02% | −2,931−35.3% | Reduced |
| Advisor Partners LLC | 5,680 | $1.54M | 0.11% | +216+4.0% | Added |
| Saturna Capital CORP | 5,689 | $1.55M | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 5,700 | $1.55M | 0.05% | −4,039−41.5% | Reduced |
| Impax Asset Management Group plc | 5,716 | $1.55M | 0.01% | −167−2.8% | Reduced |
| Commerce Bank | 5,736 | $1.56M | 0.01% | −366−6.0% | Reduced |
| Vident Investment Advisory, LLC | 5,755 | $1.57M | 0.05% | +3,497+154.9% | Added |
| Transcend Wealth Collective, LLC | 5,764 | $1.57M | 0.16% | +342+6.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,813 | $1.58M | 0.07% | −9,729−62.6% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,849 | $1.59M | 0.19% | +262+4.7% | Added |
| Bridgewater Associates, LP | 6,025 | $1.64M | 0.01% | +4,980+476.6% | Added |
| Meitav Dash Investments Ltd | 6,105 | $1.66M | 0.03% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,174 | $1.68M | 0.12% | −1,211−16.4% | Reduced |
| Veritable, L.P. | 6,187 | $1.68M | 0.03% | −31−0.5% | Reduced |
| Fairbanks Capital Management, Inc. | 6,354 | $1.73M | 1.50% | −179−2.7% | Reduced |
| Banque Cantonale Vaudoise | 6,360 | $1.73M | 0.09% | −1,520−19.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,376 | $1.73M | 0.03% | +3,278+105.8% | Added |
| Glenview Trust Co | 6,438 | $1.75M | 0.06% | +13+0.2% | Added |
| Smith, Salley & Associates | 6,458 | $1.76M | 0.15% | −475−6.9% | Reduced |
| Crawford Investment Counsel Inc | 6,455 | $1.76M | 0.04% | −30.0% | Reduced |
| FDx Advisors, Inc. | 6,472 | $1.76M | 0.07% | +652+11.2% | Added |
| Atria Investments LLC | 6,527 | $1.77M | 0.04% | −1,330−16.9% | Reduced |
| Slow Capital, Inc. | 6,681 | $1.82M | 0.44% | +128+2.0% | Added |
| Walleye Trading LLC | 6,681 | $1.82M | 0.04% | +1,132+20.4% | Added |
| Trust Co of Toledo NA | 6,750 | $1.84M | 0.32% | 00.0% | Unchanged |
| Regions Financial Corp | 6,818 | $1.85M | 0.02% | +40+0.6% | Added |
| Natixis | 6,973 | $1.90M | 0.01% | −1,857−21.0% | Reduced |
| JustInvest LLC | 7,083 | $1.93M | 0.09% | −21−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 7,100 | $1.93M | 0.08% | −1,100−13.4% | Reduced |
| Bamco Inc | 7,216 | $1.96M | 0.01% | −1,516−17.4% | Reduced |
| Baird Financial Group, Inc. | 7,243 | $1.97M | 0.01% | −2,510−25.7% | Reduced |
| Kingfisher Capital LLC | 7,273 | $1.98M | 0.57% | +7,273 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,284 | $1.98M | 0.04% | +67+0.9% | Added |
| Edgestream Partners, L.P. | 7,363 | $2.00M | 0.16% | +4,860+194.2% | Added |
| Oppenheimer Asset Management Inc. | 7,369 | $2.00M | 0.03% | −395−5.1% | Reduced |
| Simplex Trading, LLC | 7,420 | $2.02M | 0.07% | +3,816+105.9% | Added |
| George Kaiser Family Foundation | 7,473 | $2.03M | 0.36% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 7,504 | $2.04M | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 7,523 | $2.05M | 0.04% | +264+3.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,532 | $2.05M | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 7,607 | $2.07M | 0.44% | +1,850+32.1% | Added |
| Kerrisdale Advisers, LLC | 7,646 | $2.08M | 0.65% | +7,646 | New |
| Corient Capital Partners, LLC | 7,674 | $2.09M | 0.16% | −436−5.4% | Reduced |
| V Wealth Advisors LLC | 7,745 | $2.11M | 0.40% | −174−2.2% | Reduced |
| CIBC World Markets Inc. | 7,803 | $2.12M | 0.01% | +2,811+56.3% | Added |
| Private Advisor Group, LLC | 7,888 | $2.15M | 0.02% | +617+8.5% | Added |
| Citadel Investment Advisory, Inc. | 7,895 | $2.15M | 1.46% | 00.0% | Unchanged |
| Tiaa, FSB | 7,895 | $2.15M | 0.01% | +7,895 | New |
| Rathbone Brothers plc | 7,926 | $2.16M | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 7,992 | $2.17M | 0.18% | +7,992 | New |
| Harbor Advisors LLC | 8,000 | $2.18M | 0.53% | 00.0% | Unchanged |
| Baader Bank INC | 8,003 | $2.18M | 0.22% | +4,359+119.6% | Added |
| Tower Research Capital LLC (TRC) | 8,065 | $2.19M | 0.05% | −20,032−71.3% | Reduced |
| Rehmann Capital Advisory Group | 8,115 | $2.21M | 0.24% | −20.0% | Reduced |
| Fiduciary Trust Co | 8,176 | $2.22M | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 8,338 | $2.27M | 0.01% | +67+0.8% | Added |
| Captrust Financial Advisors | 8,430 | $2.29M | 0.01% | +62+0.7% | Added |
| SG Americas Securities, LLC | 8,434 | $2.29M | 0.03% | −298−3.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,492 | $2.31M | 0.02% | +2,980+54.1% | Added |
| Connable Office Inc | 8,574 | $2.33M | 0.36% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 8,689 | $2.36M | 0.05% | −35−0.4% | Reduced |
| Strong Tower Advisory Services | 8,730 | $2.37M | 1.29% | +55+0.6% | Added |
| New Mexico Educational Retirement Board | 8,992 | $2.45M | 0.12% | −400−4.3% | Reduced |
| Central Trust Co | 9,048 | $2.46M | 0.08% | −937−9.4% | Reduced |
| Norinchukin Bank, The | 9,112 | $2.48M | 0.05% | +2,567+39.2% | Added |
| Taylor Hoffman Wealth Management | 9,031 | $2.48M | 1.22% | −426−4.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 9,135 | $2.48M | 0.07% | −121−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,224 | $2.51M | 0.05% | +1,565+20.4% | Added |
| MML Investors Services, LLC | 9,368 | $2.55M | 0.02% | −529−5.3% | Reduced |
| Midwest Professional Planners, LTD. | 9,381 | $2.55M | 1.44% | +268+2.9% | Added |
| Seascape Capital Management | 9,406 | $2.56M | 1.55% | +289+3.2% | Added |
| Kestra Private Wealth Services, LLC | 9,407 | $2.56M | 0.15% | +2,505+36.3% | Added |
| Metropolitan Life Insurance Co | 9,445 | $2.57M | 0.11% | −312−3.2% | Reduced |
| Gabelli Funds LLC | 9,500 | $2.58M | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 9,620 | $2.62M | 0.09% | +163+1.7% | Added |
| Level Four Advisory Services, LLC | 9,765 | $2.66M | 0.25% | +1,181+13.8% | Added |
| Point72 Hong Kong Ltd | 9,853 | $2.68M | 0.17% | +5,347+118.7% | Added |
| Greenline Partners, LLC | 9,870 | $2.68M | 0.58% | +1,004+11.3% | Added |
| Banco Santander, S.A. | 9,967 | $2.71M | 0.04% | +270+2.8% | Added |
| Magnetar Financial LLC | 10,283 | $2.80M | 0.03% | +10,283 | New |
| Crossmark Global Holdings, Inc. | 10,304 | $2.80M | 0.07% | +50+0.5% | Added |
| Scotia Capital Inc. | 10,341 | $2.81M | 0.02% | +437+4.4% | Added |