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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 3,668 | $998.0K | 0.01% | +18+0.5% | Added |
| Empowered Funds, LLC | 3,625 | $986.0K | 0.13% | +487+15.5% | Added |
| Heritage Wealth Management, LLC | 3,619 | $984.2K | 0.33% | −77−2.1% | Reduced |
| Millennium Management LLC | 3,612 | $982.0K | 0.00% | −19,580−84.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,607 | $981.0K | 0.01% | +451+14.3% | Added |
| 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 |
| 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 |
| Sterling Investment Management, Inc. | 3,558 | $968.0K | 0.80% | −660−15.6% | Reduced |
| AdvisorShares Investments LLC | 3,551 | $966.0K | 0.27% | −54−1.5% | Reduced |
| National Asset Management, Inc. | 3,490 | $950.0K | 0.04% | −125−3.5% | Reduced |
| Bessemer Group Inc | 3,380 | $919.0K | 0.00% | −6,783−66.7% | Reduced |
| Everence Capital Management Inc | 3,375 | $918.0K | 0.08% | 00.0% | Unchanged |
| Unigestion Holding SA | 3,367 | $916.0K | 0.05% | +991+41.7% | Added |
| Asset Management Group, Inc. | 3,364 | $915.0K | 0.22% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,323 | $903.0K | 0.15% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,320 | $902.9K | 0.13% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,295 | $896.0K | 0.11% | +178+5.7% | Added |
| Patton Fund Management, Inc. | 3,286 | $894.0K | 0.33% | −2,333−41.5% | Reduced |
| Ci Investments Inc. | 3,228 | $878.0K | 0.00% | −672−17.2% | Reduced |
| Exencial Wealth Advisors, LLC | 3,225 | $877.0K | 0.05% | +15+0.5% | Added |
| IMS Capital Management | 3,143 | $855.0K | 0.55% | +96+3.2% | Added |
| 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 |
| Ironwood Investment Counsel, LLC | 3,104 | $844.0K | 0.24% | 00.0% | Unchanged |
| SRN Advisors, LLC | 3,093 | $841.2K | 0.59% | −516−14.3% | Reduced |
| Prudential PLC | 3,082 | $838.0K | 0.02% | −114−3.6% | 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 |
| 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 |
| 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 |
| Sawtooth Solutions, LLC | 2,919 | $794.0K | 0.10% | +495+20.4% | Added |
| Triangle Securities Wealth Management | 2,915 | $793.0K | 0.31% | +1,196+69.6% | Added |
| Signaturefd, LLC | 2,905 | $790.0K | 0.03% | −393−11.9% | Reduced |
| Brewin Dolphin Ltd | 2,902 | $789.0K | 0.04% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,897 | $788.0K | 0.03% | +385+15.3% | Added |
| Bahl & Gaynor Inc | 2,866 | $779.0K | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 2,861 | $778.0K | 0.15% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,840 | $769.0K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,794 | $760.0K | 0.06% | +156+5.9% | Added |
| Evermay Wealth Management LLC | 2,742 | $746.0K | 0.14% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 2,721 | $740.0K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 2,712 | $737.0K | 0.18% | −262−8.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,706 | $736.0K | 0.17% | −90−3.2% | Reduced |
| AlphaCrest Capital Management LLC | 2,693 | $732.0K | 0.04% | +1,201+80.5% | Added |
| Capital Analysts, LLC | 2,675 | $728.0K | 0.05% | +25+0.9% | Added |
| Element Capital Management LLC | 2,649 | $720.0K | 0.36% | +883+50.0% | Added |
| Bartlett & Co. LLC | 2,614 | $711.0K | 0.01% | +64+2.5% | Added |
| Bartlett & Co. Wealth Management LLC | 2,614 | $710.9K | 0.01% | +64+2.5% | Added |
| Exchange Traded Concepts, LLC | 2,611 | $710.0K | 0.02% | −766−22.7% | Reduced |
| Bridges Investment Management Inc | 2,600 | $708.0K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,599 | $707.0K | 0.07% | +1,511+138.9% | Added |
| Drive Wealth Management, LLC | 2,597 | $706.0K | 0.64% | −25−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 2,549 | $693.0K | 0.02% | +569+28.7% | Added |
| Cavalier Investments, LLC | 2,544 | $692.0K | 0.24% | −238−8.6% | Reduced |
| Seeyond | 2,513 | $683.0K | 0.08% | −263−9.5% | Reduced |
| Quantitative Investment Management, LLC | 2,499 | $679.0K | 0.10% | +2,499 | New |
| NVWM, LLC | 2,490 | $677.0K | 0.26% | −10.0% | Reduced |
| Siemens Fonds Invest GmbH | 2,478 | $674.0K | 0.07% | −13−0.5% | Reduced |
| Ropes Wealth Advisors LLC | 2,469 | $671.0K | 0.14% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 2,463 | $668.0K | 0.06% | +331+15.5% | Added |
| Whittier Trust Co | 2,446 | $665.0K | 0.01% | +20+0.8% | Added |
| Clarius Group, LLC | 2,441 | $664.0K | 0.07% | +183+8.1% | Added |
| Metis Global Partners, LLC | 2,436 | $662.0K | 0.11% | −154−5.9% | Reduced |
| HighPoint Advisor Group LLC | 2,312 | $654.0K | 0.07% | +2,312 | New |
| 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 |
| Assenagon Asset Management S.A. | 2,383 | $648.0K | 0.00% | −27,761−92.1% | Reduced |
| Meeder Asset Management Inc | 2,380 | $647.0K | 0.04% | +338+16.6% | Added |
| Heartland Bank & Trust Co | 2,365 | $643.0K | 0.57% | +33+1.4% | Added |
| 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 |
| 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 |
| Park Avenue Securities LLC | 2,335 | $635.0K | 0.01% | −94−3.9% | Reduced |
| Cresset Asset Management, LLC | 2,337 | $634.0K | 0.01% | −1,668−41.6% | Reduced |
| Bienville Capital Management, LLC | 2,327 | $633.0K | 0.31% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,326 | $632.0K | 0.04% | −12−0.5% | Reduced |
| Monte Financial Group, LLC | 2,313 | $629.0K | 0.37% | +309+15.4% | Added |
| Avantax Advisory Services, Inc. | 2,305 | $627.0K | 0.01% | +1,568+212.8% | Added |
| Coldstream Capital Management Inc | 2,289 | $622.0K | 0.02% | +495+27.6% | Added |
| Virtus ETF Advisers LLC | 2,284 | $621.0K | 0.23% | +2,284 | New |
| Pacific Global Investment Management CO | 2,273 | $618.0K | 0.15% | +3+0.1% | Added |
| Verdence Capital Advisors LLC | 2,258 | $614.0K | 0.08% | +668+42.0% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $612.0K | 0.22% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,244 | $610.0K | 0.04% | −4,951−68.8% | Reduced |
| Trexquant Investment LP | 2,145 | $583.0K | 0.03% | +2,145 | New |
| Tokio Marine Asset Management Co Ltd | 2,124 | $578.0K | 0.05% | −1,032−32.7% | Reduced |
| Pegasus Partners Ltd. | 2,118 | $576.0K | 0.12% | +52+2.5% | 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 |
| Johnson Investment Counsel Inc | 2,081 | $566.0K | 0.01% | +800+62.5% | Added |
| Red Cedar Capital, LLC | 2,070 | $563.0K | 0.38% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,063 | $561.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,049 | $557.0K | 0.03% | −85−4.0% | Reduced |
| Gofen & Glossberg LLC | 2,034 | $553.0K | 0.01% | +291+16.7% | Added |