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 3 sales; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 7,369 | $2.00M | 0.03% | −395−5.1% | Reduced |
| Edgestream Partners, L.P. | 7,363 | $2.00M | 0.16% | +4,860+194.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,284 | $1.98M | 0.04% | +67+0.9% | Added |
| Kingfisher Capital LLC | 7,273 | $1.98M | 0.57% | +7,273 | New |
| Baird Financial Group, Inc. | 7,243 | $1.97M | 0.01% | −2,510−25.7% | Reduced |
| Bamco Inc | 7,216 | $1.96M | 0.01% | −1,516−17.4% | Reduced |
| E. Ohman J:or Asset Management AB | 7,100 | $1.93M | 0.08% | −1,100−13.4% | Reduced |
| JustInvest LLC | 7,083 | $1.93M | 0.09% | −21−0.3% | Reduced |
| Natixis | 6,973 | $1.90M | 0.01% | −1,857−21.0% | Reduced |
| Regions Financial Corp | 6,818 | $1.85M | 0.02% | +40+0.6% | Added |
| Trust Co of Toledo NA | 6,750 | $1.84M | 0.32% | 00.0% | Unchanged |
| 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 |
| Atria Investments LLC | 6,527 | $1.77M | 0.04% | −1,330−16.9% | Reduced |
| FDx Advisors, Inc. | 6,472 | $1.76M | 0.07% | +652+11.2% | 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 |
| Glenview Trust Co | 6,438 | $1.75M | 0.06% | +13+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 6,376 | $1.73M | 0.03% | +3,278+105.8% | Added |
| Banque Cantonale Vaudoise | 6,360 | $1.73M | 0.09% | −1,520−19.3% | Reduced |
| Fairbanks Capital Management, Inc. | 6,354 | $1.73M | 1.50% | −179−2.7% | Reduced |
| Veritable, L.P. | 6,187 | $1.68M | 0.03% | −31−0.5% | Reduced |
| LMCG Investments, LLC | 6,174 | $1.68M | 0.12% | −1,211−16.4% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $1.66M | 0.03% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 6,025 | $1.64M | 0.01% | +4,980+476.6% | Added |
| Budros, Ruhlin & Roe, Inc. | 5,849 | $1.59M | 0.19% | +262+4.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,813 | $1.58M | 0.07% | −9,729−62.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,764 | $1.57M | 0.16% | +342+6.3% | Added |
| Vident Investment Advisory, LLC | 5,755 | $1.57M | 0.05% | +3,497+154.9% | Added |
| Commerce Bank | 5,736 | $1.56M | 0.01% | −366−6.0% | Reduced |
| Impax Asset Management Group plc | 5,716 | $1.55M | 0.01% | −167−2.8% | Reduced |
| Allstate Corp | 5,700 | $1.55M | 0.05% | −4,039−41.5% | Reduced |
| Saturna Capital CORP | 5,689 | $1.55M | 0.04% | 00.0% | Unchanged |
| Advisor Partners LLC | 5,680 | $1.54M | 0.11% | +216+4.0% | Added |
| TD Waterhouse Canada Inc. | 5,379 | $1.52M | 0.02% | −2,931−35.3% | Reduced |
| Ensign Peak Advisors, Inc | 5,571 | $1.51M | 0.00% | −1,095−16.4% | Reduced |
| Ieq Capital, LLC | 5,534 | $1.50M | 0.05% | +1,689+43.9% | Added |
| Wetherby Asset Management Inc | 5,508 | $1.50M | 0.10% | +625+12.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,484 | $1.49M | 0.14% | +710+14.9% | Added |
| Assetmark, Inc | 5,412 | $1.47M | 0.01% | +760+16.3% | Added |
| Pensionfund Sabic | 5,400 | $1.47M | 0.47% | −500−8.5% | Reduced |
| Change Path, LLC | 5,396 | $1.47M | 0.08% | +795+17.3% | Added |
| Pearl River Capital, LLC | 5,341 | $1.45M | 0.34% | +5,341 | New |
| Toroso Investments, LLC | 5,338 | $1.45M | 0.05% | +1,121+26.6% | Added |
| Panagora Asset Management Inc | 5,336 | $1.45M | 0.01% | −13,162−71.2% | Reduced |
| Equitable Trust Co | 5,312 | $1.44M | 0.11% | −1,217−18.6% | Reduced |
| Naples Global Advisors, LLC | 5,307 | $1.44M | 0.19% | +1,485+38.9% | Added |
| 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 |
| Westbourne Investment Advisors, Inc. | 5,221 | $1.42M | 0.88% | −128−2.4% | Reduced |
| Greenleaf Trust | 5,207 | $1.42M | 0.02% | +665+14.6% | Added |
| Huntington National Bank | 5,179 | $1.41M | 0.02% | +315+6.5% | Added |
| Whittier Trust Co of Nevada Inc | 5,177 | $1.41M | 0.06% | +10.0% | Added |
| Brinker Capital Investments, LLC | 5,143 | $1.40M | 0.03% | −28−0.5% | Reduced |
| Cypress Capital Group | 4,987 | $1.36M | 0.21% | −155−3.0% | Reduced |
| Kinneret Advisory, LLC | 4,961 | $1.35M | 0.18% | +105+2.2% | Added |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.35M | 0.44% | 00.0% | Unchanged |
| AIA Group Ltd | 4,942 | $1.34M | 0.07% | +951+23.8% | Added |
| Ingalls & Snyder LLC | 4,886 | $1.33M | 0.07% | 00.0% | Unchanged |
| Roundview Capital LLC | 4,876 | $1.33M | 0.16% | +769+18.7% | Added |
| Azzad Asset Management Inc | 4,803 | $1.31M | 0.13% | +2,986+164.3% | Added |
| Redpoint Investment Management Pty Ltd | 4,792 | $1.30M | 0.16% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,770 | $1.30M | 0.03% | +279+6.2% | Added |
| Ativo Capital Management LLC | 4,757 | $1.29M | 0.87% | +5+0.1% | 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 |
| Citizens Financial Group Inc | 4,669 | $1.27M | 0.05% | +56+1.2% | Added |
| Rossmore Private Capital | 4,600 | $1.25M | 0.22% | 00.0% | Unchanged |
| Tsai Capital Corp | 4,578 | $1.25M | 1.48% | +4,578 | New |
| Telemus Capital, LLC | 4,570 | $1.24M | 0.12% | −373−7.5% | Reduced |
| Blueshift Asset Management, LLC | 4,514 | $1.23M | 0.20% | +4,514 | New |
| Mercer Global Advisors Inc | 4,485 | $1.22M | 0.01% | −269−5.7% | Reduced |
| Bryn Mawr Trust Co | 4,423 | $1.20M | 0.06% | 00.0% | Unchanged |
| 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 |
| Cetera Investment Advisers | 4,360 | $1.19M | 0.02% | −429−9.0% | Reduced |
| Yacktman Asset Management LP | 4,270 | $1.16M | 0.01% | +4,270 | New |
| Okabena Investment Services Inc | 4,221 | $1.15M | 0.59% | +994+30.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,205 | $1.14M | 0.01% | −260−5.8% | Reduced |
| Baker Avenue Asset Management, LP | 4,180 | $1.14M | 0.08% | +4,180 | New |
| Keebeck Wealth Management, LLC | 4,158 | $1.13M | 0.22% | +708+20.5% | Added |
| 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 |
| Delta Investment Management, LLC | 4,116 | $1.12M | 0.51% | +4,116 | New |
| Essex Savings Bank | 4,026 | $1.09M | 0.42% | +4+0.1% | Added |
| 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 |
| Redmond Asset Management, LLC | 3,992 | $1.09M | 0.39% | −86−2.1% | Reduced |
| Marshall Financial Group LLC | 3,972 | $1.08M | 0.43% | −178−4.3% | Reduced |
| Altium Wealth Management LLC | 3,956 | $1.08M | 0.08% | +701+21.5% | Added |
| GeoWealth Management, LLC | 3,891 | $1.06M | 0.14% | +1,676+75.7% | Added |
| Quest Investment Management LLC | 3,885 | $1.06M | 0.12% | +85+2.2% | Added |
| Vestcor Inc | 3,880 | $1.05M | 0.04% | +1,233+46.6% | Added |
| Williams Jones Wealth Management, LLC. | 3,863 | $1.05M | 0.02% | +1,787+86.1% | Added |
| FORA Capital, LLC | 3,861 | $1.05M | 0.21% | +3,861 | New |
| AQR Capital Management LLC | 3,888 | $1.05M | 0.00% | −20,729−84.2% | Reduced |
| GWM Advisors LLC | 3,739 | $1.02M | 0.02% | +3,739 | New |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.01M | 0.47% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,700 | $1.01M | 0.52% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,678 | $1.00M | 0.20% | −102−2.7% | Reduced |