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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 1,170 | $318.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,168 | $318.0K | 0.04% | +192+19.7% | Added |
| Connectus Wealth, LLC | 1,156 | $315.0K | 0.01% | −53−4.4% | Reduced |
| Magellan Asset Management Ltd | 1,153 | $314.0K | 0.00% | +89+8.4% | Added |
| FineMark National Bank & Trust | 1,151 | $313.0K | 0.01% | −26−2.2% | Reduced |
| Sandy Spring Bank | 1,142 | $311.0K | 0.02% | −1,320−53.6% | Reduced |
| RFG Advisory, LLC | 995 | $310.0K | 0.02% | +39+4.1% | Added |
| Old National Bancorp | 1,107 | $301.0K | 0.01% | −1,002−47.5% | Reduced |
| Regal Investment Advisors LLC | 1,108 | $301.0K | 0.03% | −16−1.4% | Reduced |
| Patton Albertson Miller Group, LLC | 1,108 | $301.0K | 0.06% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,107 | $301.0K | 0.62% | +1,107 | New |
| SRS Capital Advisors, Inc. | 1,101 | $299.0K | 0.05% | +2+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,095 | $298.0K | 0.05% | −226−17.1% | Reduced |
| Conning Inc. | 1,092 | $297.0K | 0.01% | −14−1.3% | Reduced |
| Studio Investment Management LLC | 1,091 | $297.0K | 0.10% | +68+6.6% | Added |
| Sentry Investment Management LLC | 1,085 | $295.0K | 0.13% | −211−16.3% | Reduced |
| Mark Stevens | 1,055 | $287.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 1,054 | $287.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,054 | $286.7K | 0.01% | +19+1.8% | Added |
| Almanack Investment Partners, LLC. | 1,052 | $286.0K | 0.03% | +1,052 | New |
| Schechter Investment Advisors, LLC | 1,043 | $284.0K | 0.03% | +390+59.7% | Added |
| West Family Investments, Inc. | 1,046 | $284.0K | 0.11% | +404+62.9% | Added |
| Broadleaf Partners, LLC | 1,040 | $283.0K | 0.12% | −20−1.9% | Reduced |
| Howland Capital Management LLC | 1,038 | $282.0K | 0.02% | +1,038 | New |
| Cornerstone Advisory, LLC | 1,033 | $281.0K | 0.06% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,033 | $281.0K | 0.09% | +13+1.3% | Added |
| Cozad Asset Management Inc | 1,030 | $280.0K | 0.04% | +250+32.1% | Added |
| Zions Bancorporation, N.A. | 1,025 | $279.0K | 0.03% | +63+6.5% | Added |
| B. Riley Wealth Management, Inc. | 1,022 | $278.0K | 0.03% | +106+11.6% | Added |
| IFP Advisors, Inc | 3,057 | $277.0K | 0.01% | −1,660−35.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,019 | $277.0K | 0.00% | +186+22.3% | Added |
| Hutner Capital Management Inc | 1,015 | $276.0K | 0.18% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,013 | $276.0K | 0.01% | +121+13.6% | Added |
| Beese Fulmer Investment Management, Inc. | 1,000 | $272.0K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $272.0K | 0.03% | 00.0% | Unchanged |
| Annandale Capital, LLC | 1,000 | $272.0K | 0.11% | +1,000 | New |
| Boulder Hill Capital Management LP | 1,000 | $272.0K | 0.31% | +1,000 | New |
| JB Capital LLC | 986 | $268.0K | 0.03% | +18+1.9% | Added |
| Quadrant Capital Group LLC | 983 | $267.0K | 0.04% | +206+26.5% | Added |
| Shearwater Capital LLC | 958 | $260.0K | 0.29% | +3+0.3% | Added |
| 4J Wealth Management LLC | 954 | $259.0K | 0.33% | +10+1.1% | Added |
| Lincoln National Corp | 950 | $259.0K | 0.01% | +170+21.8% | Added |
| Baxter Bros Inc | 949 | $258.0K | 0.05% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 946 | $257.0K | 0.13% | 00.0% | Unchanged |
| Ellevest, Inc. | 926 | $252.0K | 0.02% | +346+59.7% | Added |
| Boothbay Fund Management, LLC | 922 | $251.0K | 0.01% | +922 | New |
| American Portfolios Advisors | 920 | $250.1K | 0.01% | −8−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 918 | $249.0K | 0.03% | +5+0.5% | Added |
| Lion Street Advisors, LLC | 606 | $247.0K | 0.13% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 892 | $243.0K | 0.01% | +18+2.1% | Added |
| Engineers Gate Manager LP | 890 | $242.0K | 0.01% | +890 | New |
| Flagship Harbor Advisors, LLC | 883 | $240.0K | 0.03% | −5−0.6% | Reduced |
| Axiom Financial Strategies, LLC | 884 | $240.0K | 0.13% | 00.0% | Unchanged |
| Red Wave Investments LLC | 880 | $239.0K | 0.10% | −23−2.5% | Reduced |
| Abacus Planning Group, Inc. | 876 | $238.0K | 0.07% | −2−0.2% | Reduced |
| Seven Eight Capital, LP | 876 | $238.0K | 0.10% | +876 | New |
| Roanoke Asset Management Corp | 866 | $236.0K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 867 | $235.0K | 0.01% | +34+4.1% | Added |
| Doyle Wealth Management | 858 | $233.0K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 850 | $231.0K | 0.00% | +850 | New |
| Gateway Investment Advisers LLC | 842 | $229.0K | 0.00% | +75+9.8% | Added |
| Carmichael Hill & Associates, Inc. | 839 | $228.0K | 0.13% | 00.0% | Unchanged |
| Carson Advisory Inc. | 840 | $228.0K | 0.25% | +100+13.5% | Added |
| Valeo Financial Advisors, LLC | 830 | $226.0K | 0.01% | −23−2.7% | Reduced |
| Coastal Investment Advisors, Inc. | 822 | $226.0K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 824 | $224.1K | 0.02% | −5−0.6% | Reduced |
| Pitcairn Co | 825 | $224.0K | 0.02% | −6−0.7% | Reduced |
| First Horizon Advisors, Inc. | 828 | $224.0K | 0.01% | +479+137.2% | Added |
| Tobam | 824 | $224.0K | 0.01% | +824 | New |
| Baldwin Brothers Inc | 815 | $222.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 815 | $222.0K | 0.19% | +107+15.1% | Added |
| Pendal Group Limited | 806 | $219.0K | 0.00% | +106+15.1% | Added |
| Hennessy Advisors Inc | 800 | $218.0K | 0.01% | −6,200−88.6% | Reduced |
| Atwood & Palmer Inc | 800 | $218.0K | 0.02% | −200−20.0% | Reduced |
| Woodmont Investment Counsel LLC | 800 | $218.0K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 800 | $218.0K | 0.18% | 00.0% | Unchanged |
| 626 Financial, LLC | 800 | $218.0K | 0.17% | 00.0% | Unchanged |
| DRW Securities, LLC | 801 | $218.0K | 0.06% | +801 | New |
| Aaron Wealth Advisors | 800 | $217.0K | 0.05% | −204,682−99.6% | Reduced |
| Balentine LLC | 799 | $217.0K | 0.01% | −382−32.3% | Reduced |
| Mayfair Advisory Group, LLC | 700 | $217.0K | 0.29% | 00.0% | Unchanged |
| Collective Family Office LLC | 788 | $214.0K | 0.09% | −2−0.3% | Reduced |
| Fenimore Asset Management Inc | 787 | $214.0K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 788 | $214.0K | 0.07% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 783 | $213.0K | 0.06% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 780 | $212.0K | 0.04% | −100−11.4% | Reduced |
| LGT Fund Management Co Ltd. | 770 | $209.0K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 770 | $209.0K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 769 | $209.0K | 0.01% | +25+3.4% | Added |
| Gladstone Institutional Advisory LLC | 763 | $208.0K | 0.02% | −68−8.2% | Reduced |
| FourThought Financial, LLC | 760 | $207.0K | 0.03% | +3+0.4% | Added |
| Simmons Bank | 751 | $204.0K | 0.02% | −10−1.3% | Reduced |
| Avenir Corp | 749 | $204.0K | 0.02% | 00.0% | Unchanged |
| McLean Asset Management Corp | 716 | $203.0K | 0.08% | −22−3.0% | Reduced |
| Highland Private Wealth Management | 745 | $203.0K | 0.03% | +30+4.2% | Added |
| Charter Trust Co | 737 | $200.0K | 0.02% | −28−3.7% | Reduced |
| Leonteq Securities AG | 729 | $198.3K | 0.01% | +3+0.4% | Added |
| Castleview Partners, LLC | 2,529 | $192.4K | 0.19% | +1,594+170.5% | Added |
| FinTrust Capital Advisors, LLC | 634 | $187.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 683 | $186.0K | 0.03% | +115+20.2% | Added |