Moodys Corp

MCO

Exchange: NYSE
Industry: Services-Consumer Credit Reporting, Collection Agencies
SEC CIK: 0001059556

SEC filings (opens in a new tab)

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, Q3 2022

Institutional positions in Moodys Corp as of Sep 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: 937; −4 vs. Q2 2022
Shares held: 168.8M; −25.6K (0.0%) vs. Q2 2022
Total value: $40.9B; −$5.01B (−10.9%) vs. Q2 2022
New holders: 79; 329 more added
Sold out: 83; 353 more reduced

13 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 937 institutions

Value heldQ3 2022: $40.9B

Institutions holding MCO and their total value by quarter
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, Q3 2022

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2022.

Institutions holding MCO in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Oliver Lagore Vanvalin Investment Group	2	$0	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	1	$0	0.00%	00.0%	Unchanged
Lee Financial Co	2	$0	0.00%	+2	New
Delos Wealth Advisors, LLC	1	$0	0.00%	+1	New
PEAK6 Investments LLC	3	$1.00K	0.00%	−1,150−99.7%	Reduced
TD Ameritrade Investment Management, LLC	6	$1.00K	0.00%	−571−99.0%	Reduced
Column Capital Advisors, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	6	$1.00K	0.00%	00.0%	Unchanged
Country Trust Bank	3	$1.00K	0.00%	00.0%	Unchanged
Gradient Investments LLC	5	$1.00K	0.00%	00.0%	Unchanged
Surevest, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	3	$1.00K	0.00%	+2+200.0%	Added
Stonebridge Capital Advisors LLC	5	$1.00K	0.00%	+5	New
PSI Advisors, LLC	3	$1.00K	0.00%	+3	New
SJS Investment Consulting Inc.	4	$1.00K	0.00%	+4	New
Global Financial Private Client, LLC	4	$1.00K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	6	$1.46K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	6	$1.46K	0.00%	+6	New
Money Concepts Capital Corp	9	$2.00K	0.00%	−41−82.0%	Reduced
Johnson Financial Group, Inc.	9	$2.00K	0.00%	−40−81.6%	Reduced
Clean Yield Group	10	$2.00K	0.00%	00.0%	Unchanged
Financial Enhancement Group LLC	7	$2.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Motco	9	$2.00K	0.00%	+9	New
Bellwether Advisors, LLC	12	$2.00K	0.00%	+12	New
Abound Wealth Management	9	$2.19K	0.00%	+9	New
Lumature Wealth Partners, LLC	12	$3.00K	0.00%	−13−52.0%	Reduced
Disciplined Investments, LLC	12	$3.00K	0.00%	+5+71.4%	Added
MUFG Americas Holdings Corp	11	$3.00K	0.00%	+11	New
Trustcore Financial Services, LLC	16	$4.00K	0.00%	−270−94.4%	Reduced
Thomas J. Herzfeld Advisors, Inc.	15	$4.00K	0.00%	−7−31.8%	Reduced
Creative Financial Designs Inc	17	$4.00K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	18	$4.00K	0.00%	−1−5.3%	Reduced
Prestige Wealth Management Group LLC	18	$4.00K	0.00%	−1−5.3%	Reduced
Sierra Capital LLC	15	$4.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	16	$4.00K	0.00%	00.0%	Unchanged
Strategic Asset Management, LLC	19	$5.00K	0.01%	−40−67.8%	Reduced
Cambridge Trust Co	22	$5.00K	0.00%	+5+29.4%	Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	20	$5.00K	0.07%	00.0%	Unchanged
Schubert & Co	19	$5.00K	0.00%	+1+5.6%	Added
Investors Research Corp	22	$5.00K	0.00%	+11+100.0%	Added
Legacy Bridge, LLC	25	$6.00K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	25	$6.00K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	25	$6.00K	0.00%	+10+66.7%	Added
Absolute Capital Management, LLC	27	$6.61K	0.01%	+27	New
Raffa Wealth Management, LLC	28	$6.81K	0.00%	00.0%	Unchanged
Clearstead Advisors, LLC	30	$7.00K	0.00%	−5−14.3%	Reduced
Eagle Bay Advisors LLC	29	$7.00K	0.00%	−4−12.1%	Reduced
Larson Financial Group LLC	30	$7.00K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	32	$7.00K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	28	$7.00K	0.00%	+28	New
Washington Trust Co	36	$8.00K	0.00%	+1+2.9%	Added
Logan Capital Management Inc	34	$8.00K	0.00%	00.0%	Unchanged
Hudock, Inc.	33	$8.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	32	$8.00K	0.00%	+32	New
American National Bank	43	$10.0K	0.00%	−82−65.6%	Reduced
Oakworth Capital, Inc.	45	$11.0K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	47	$11.0K	0.00%	+47	New
Sutton Wealth Advisors Inc.	49	$11.9K	0.00%	−5−9.3%	Reduced
Hantz Financial Services, Inc.	55	$13.0K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	61	$15.0K	0.00%	−20−24.7%	Reduced
Financial Management Professionals, Inc.	62	$15.0K	0.00%	00.0%	Unchanged
Wesleyan Assurance Society	60	$15.0K	0.00%	00.0%	Unchanged
HWG Holdings LP	69	$17.0K	0.01%	+69	New
AdvisorNet Financial, Inc	73	$18.0K	0.00%	+27+58.7%	Added
West Paces Advisors Inc.	75	$18.2K	0.01%	00.0%	Unchanged
Earnest Partners LLC	78	$19.0K	0.00%	00.0%	Unchanged
Core Alternative Capital	78	$19.0K	0.00%	+6+8.3%	Added
Jones Financial Companies LLLP	83	$20.0K	0.00%	−2−2.4%	Reduced
Ogorek Anthony Joseph	84	$20.0K	0.01%	00.0%	Unchanged
Dark Forest Capital Management LP	88	$21.0K	0.00%	+88	New
Sugarloaf Wealth Management, LLC	87	$22.0K	0.01%	00.0%	Unchanged
Addison Advisors LLC	90	$22.0K	0.01%	+90	New
Almanack Investment Partners, LLC.	96	$23.0K	0.00%	−956−90.9%	Reduced
MV Capital Management, Inc.	93	$23.0K	0.00%	+38+69.1%	Added
Covestor Ltd	97	$24.0K	0.02%	−326−77.1%	Reduced
Global Retirement Partners, LLC	96	$25.0K	0.00%	+27+39.1%	Added
City State Bank	106	$26.0K	0.02%	00.0%	Unchanged
Loomis Sayles & Co L P	110	$27.0K	0.00%	+26+31.0%	Added
Vigilant Capital Management, LLC	120	$29.0K	0.00%	00.0%	Unchanged
Arlington Partners LLC	123	$30.0K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	122	$30.0K	0.01%	+8+7.0%	Added
Farmers & Merchants Investments Inc	129	$31.0K	0.00%	+19+17.3%	Added
BDO Wealth Advisors, LLC	126	$31.0K	0.00%	+66+110.0%	Added
Ronald Blue Trust, Inc.	126	$34.0K	0.00%	+3+2.4%	Added
JFS Wealth Advisors, LLC	139	$34.0K	0.00%	−4−2.8%	Reduced
Pinebridge Investments, L.P.	146	$35.0K	0.00%	+20+15.9%	Added
Silvant Capital Management LLC	157	$38.0K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	155	$38.0K	0.01%	00.0%	Unchanged
Seldon Capital LP	166	$40.0K	0.03%	00.0%	Unchanged
Atlas Capital Advisors LLC	166	$40.4K	0.01%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	169	$41.0K	0.02%	00.0%	Unchanged
Group One Trading, L.P.	169	$41.0K	0.00%	+169	New
Carolinas Wealth Consulting LLC	174	$42.0K	0.01%	00.0%	Unchanged
Cary Street Partners Asset Management LLC	192	$47.0K	0.01%	+192	New
Spire Wealth Management	198	$48.0K	0.00%	−24−10.8%	Reduced
M&R Capital Management Inc	200	$48.0K	0.01%	00.0%	Unchanged
Edmond de Rothschild Holding S.A.	200	$49.0K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	216	$53.0K	0.02%	−25−10.4%	Reduced