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 |
|---|---|---|---|---|---|
| Haverford Financial Services, Inc. | 2,005 | $545.0K | 0.16% | −790−28.3% | Reduced |
| 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 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $543.9K | 0.35% | 00.0% | Unchanged |
| 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 |
| 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 |
| CWM, LLC | 1,954 | $531.0K | 0.00% | +335+20.7% | Added |
| Lido Advisors, LLC | 1,952 | $530.0K | 0.01% | −1,678−46.2% | Reduced |
| Riversedge Advisors, LLC | 1,912 | $520.0K | 0.19% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,900 | $517.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| Miracle Mile Advisors, LLC | 1,877 | $510.0K | 0.02% | −114−5.7% | Reduced |
| Fishman Jay A Ltd | 1,875 | $509.9K | 0.07% | 00.0% | Unchanged |
| 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 |
| Advisory Services Network, LLC | 1,857 | $506.0K | 0.02% | −227−10.9% | Reduced |
| Cumberland Partners Ltd | 1,841 | $501.0K | 0.05% | −409−18.2% | Reduced |
| Credential Qtrade Securities Inc. | 1,826 | $496.6K | 0.04% | +127+7.5% | Added |
| 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 |
| Natixis Investment Managers International | 1,803 | $490.0K | 0.01% | −249−12.1% | Reduced |
| Castle Rock Wealth Management, LLC | 1,708 | $487.0K | 0.25% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,785 | $485.0K | 0.01% | −126−6.6% | Reduced |
| Ashfield Capital Partners, LLC | 1,769 | $481.0K | 0.04% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 1,765 | $480.0K | 0.46% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,753 | $477.0K | 0.04% | −43−2.4% | 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 |
| Profund Advisors LLC | 1,741 | $473.0K | 0.03% | −536−23.5% | Reduced |
| Highland Capital Management, LLC | 1,730 | $471.0K | 0.03% | 00.0% | Unchanged |
| Dodge & Cox | 1,702 | $463.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 1,701 | $463.0K | 0.06% | +41+2.5% | Added |
| 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 |
| Capricorn Fund Managers Ltd | 1,694 | $461.0K | 0.08% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,679 | $457.0K | 0.04% | +127+8.2% | Added |
| Walter & Keenan Financial Consulting Co | 1,675 | $456.0K | 0.18% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,660 | $452.0K | 0.48% | +1,660 | New |
| Sunflower Bank, N.A. | 1,657 | $451.0K | 0.09% | −59−3.4% | Reduced |
| MAI Capital Management | 1,632 | $444.0K | 0.01% | +51+3.2% | 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 |
| Fund Management at Engine No. 1 LLC | 1,621 | $441.0K | 0.12% | +252+18.4% | Added |
| Institute for Wealth Management, LLC. | 1,619 | $440.0K | 0.09% | +423+35.4% | Added |
| Quantbot Technologies LP | 1,616 | $439.0K | 0.04% | +1,616 | New |
| Personal Cfo Solutions, LLC | 1,610 | $438.0K | 0.10% | −101−5.9% | Reduced |
| 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 |
| Spinnaker Trust | 1,585 | $431.0K | 0.03% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,370 | $425.0K | 0.05% | +678+98.0% | Added |
| RMB Capital Management, LLC | 1,550 | $422.0K | 0.01% | −4−0.3% | Reduced |
| Personal Capital Advisors Corp | 1,526 | $415.0K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,521 | $414.0K | 0.30% | −579−27.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,507 | $410.0K | 0.03% | +1,507 | New |
| Borer Denton & Associates, Inc. | 1,500 | $408.0K | 0.20% | 00.0% | Unchanged |
| Proequities, Inc. | 1,493 | $406.0K | 0.03% | +120+8.7% | Added |
| Caxton Associates LP | 1,492 | $406.0K | 0.05% | +490+48.9% | Added |
| Sound View Wealth Advisors Group, LLC | 1,475 | $401.0K | 0.08% | −2−0.1% | Reduced |
| Great Lakes Advisors, LLC | 1,474 | $401.0K | 0.01% | +80+5.7% | Added |
| Choate Investment Advisors | 1,463 | $398.0K | 0.02% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,458 | $397.0K | 0.18% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,448 | $394.0K | 0.01% | −106−6.8% | Reduced |
| Argent Trust Co | 1,446 | $394.0K | 0.03% | −3−0.2% | Reduced |
| Savant Capital, LLC | 1,425 | $388.0K | 0.01% | +102+7.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,422 | $387.0K | 0.03% | −400−22.0% | Reduced |
| DDD Partners, LLC | 1,417 | $385.0K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,241 | $385.0K | 0.04% | +197+18.9% | Added |
| Oppenheimer & Co Inc | 1,408 | $383.0K | 0.01% | −45−3.1% | Reduced |
| Evercore Wealth Management, LLC | 1,404 | $382.0K | 0.01% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 1,400 | $381.0K | 0.14% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,389 | $377.0K | 0.02% | −183−11.6% | Reduced |
| MQS Management LLC | 1,388 | $377.0K | 0.26% | +1,388 | New |
| Advisors Asset Management, Inc. | 1,378 | $375.0K | 0.01% | +1,378 | New |
| J. W. Coons Advisors, LLC | 1,350 | $368.0K | 0.13% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,334 | $363.0K | 0.02% | −175−11.6% | Reduced |
| Legacy Private Trust Co. | 1,334 | $363.0K | 0.03% | −126−8.6% | Reduced |
| Horizon Investments, LLC | 1,336 | $363.0K | 0.01% | −34−2.5% | Reduced |
| PEAK6 Investments LLC | 1,153 | $362.2K | 0.01% | −2,323−66.8% | Reduced |
| BTR Capital Management Inc | 1,314 | $357.0K | 0.05% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 1,313 | $357.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,306 | $355.0K | 0.00% | −53−3.9% | Reduced |
| Stratos Wealth Advisors, LLC | 1,295 | $352.0K | 0.03% | 00.0% | Unchanged |
| Kendall Capital Management | 1,285 | $349.0K | 0.19% | −130−9.2% | Reduced |
| Fayez Sarofim & Co | 1,285 | $349.0K | 0.00% | −22−1.7% | Reduced |
| Maple Capital Management, Inc. | 1,265 | $344.0K | 0.05% | −80−5.9% | Reduced |
| LWM Advisory Services, LLC | 1,266 | $344.0K | 0.41% | +133+11.7% | Added |
| Bank of the West | 1,261 | $343.0K | 0.04% | −200−13.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $342.0K | 0.19% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,261 | $342.0K | 0.03% | +169+15.5% | Added |
| Proficio Capital Partners LLC | 1,246 | $339.0K | 0.06% | +23+1.9% | Added |
| Federated Hermes, Inc. | 1,239 | $337.0K | 0.00% | −113−8.4% | Reduced |
| Tributary Capital Management, LLC | 1,225 | $333.0K | 0.03% | −25−2.0% | Reduced |
| Boltwood Capital Management | 1,210 | $329.0K | 0.14% | −80−6.2% | Reduced |
| Webster Bank, N. A. | 1,200 | $326.0K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $326.0K | 0.36% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,176 | $320.0K | 0.62% | +262+28.7% | Added |
| Sustainable Insight Capital Management, LLC | 1,100 | $319.0K | 0.32% | −85−7.2% | Reduced |