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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 221 | $54.0K | 0.02% | −11−4.7% | Reduced |
| TFC Financial Management | 228 | $55.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 225 | $55.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 225 | $55.0K | 0.01% | +26+13.1% | Added |
| Coston, McIsaac & Partners | 230 | $56.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 232 | $56.0K | 0.01% | +11+5.0% | Added |
| CVA Family Office, LLC | 230 | $56.0K | 0.02% | +25+12.2% | Added |
| North Star Investment Management Corp. | 240 | $58.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 241 | $59.0K | 0.01% | −63−20.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 250 | $61.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 263 | $64.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 266 | $65.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 281 | $68.0K | 0.02% | +17+6.4% | Added |
| Atticus Wealth Management, LLC | 257 | $70.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 294 | $71.0K | 0.00% | −530−64.3% | Reduced |
| Geneos Wealth Management Inc. | 300 | $72.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $73.0K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 305 | $74.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 303 | $74.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 308 | $75.0K | 0.00% | −158−33.9% | Reduced |
| Hexagon Capital Partners LLC | 311 | $76.0K | 0.02% | +29+10.3% | Added |
| Newfound Research LLC | 316 | $77.0K | 0.19% | −44−12.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 322 | $78.0K | 0.01% | −1,100−77.4% | Reduced |
| Pacer Advisors, Inc. | 322 | $78.0K | 0.00% | +66+25.8% | Added |
| JNBA Financial Advisors | 325 | $79.0K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 323 | $79.0K | 0.06% | +38+13.3% | Added |
| BerganKDV Wealth Management, LLC | 350 | $85.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 351 | $85.0K | 0.02% | +35+11.1% | Added |
| Lindbrook Capital, LLC | 355 | $86.0K | 0.01% | +45+14.5% | Added |
| Deseret Mutual Benefit Administrators | 364 | $88.0K | 0.02% | −205−36.0% | Reduced |
| First Pacific Advisors, LP | 385 | $94.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 424 | $103.0K | 0.02% | +2+0.5% | Added |
| Desjardins Global Asset Management Inc. | 466 | $113.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 414 | $113.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 473 | $115.0K | 0.01% | +18+4.0% | Added |
| Covington Capital Management | 487 | $118.0K | 0.01% | −3−0.6% | Reduced |
| Close Asset Management Ltd | 500 | $122.0K | 0.01% | −210,200−99.8% | Reduced |
| Alta Advisers Ltd | 500 | $122.0K | 0.08% | +500 | New |
| TCI Wealth Advisors, Inc. | 504 | $123.0K | 0.02% | +15+3.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 534 | $130.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 577 | $139.0K | 0.01% | −251−30.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 600 | $146.0K | 0.05% | +600 | New |
| Clear Street Markets LLC | 623 | $151.0K | 0.03% | +286+84.9% | Added |
| American Portfolios Advisors | 631 | $153.3K | 0.01% | −289−31.4% | Reduced |
| Riverview Trust Co | 642 | $156.0K | 0.15% | −173−21.2% | Reduced |
| FinTrust Capital Advisors, LLC | 634 | $156.0K | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 641 | $156.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 660 | $160.5K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 714 | $174.0K | 0.17% | −1,815−71.8% | Reduced |
| FourThought Financial, LLC | 757 | $184.0K | 0.03% | −3−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 774 | $189.0K | 0.04% | +105+15.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 579 | $189.0K | 0.03% | +579 | New |
| Atwood & Palmer Inc | 800 | $194.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 797 | $194.0K | 0.04% | +114+16.7% | Added |
| Baldwin Brothers Inc | 815 | $198.0K | 0.03% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 826 | $201.0K | 0.23% | −274−24.9% | Reduced |
| Valeo Financial Advisors, LLC | 828 | $201.0K | 0.01% | −2−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 834 | $203.0K | 0.03% | +834 | New |
| Carmichael Hill & Associates, Inc. | 839 | $204.0K | 0.12% | 00.0% | Unchanged |
| Ellevest, Inc. | 842 | $205.0K | 0.02% | −84−9.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 847 | $206.0K | 0.00% | +556+191.1% | Added |
| Gsa Capital Partners LLP | 854 | $208.0K | 0.03% | +854 | New |
| Flagship Harbor Advisors, LLC | 861 | $209.0K | 0.02% | −22−2.5% | Reduced |
| Doyle Wealth Management | 858 | $209.0K | 0.02% | 00.0% | Unchanged |
| 55I, LLC | 859 | $209.0K | 0.01% | +859 | New |
| Orion Portfolio Solutions, LLC | 864 | $210.0K | 0.01% | +864 | New |
| 4J Wealth Management LLC | 869 | $211.0K | 0.27% | −85−8.9% | Reduced |
| Roanoke Asset Management Corp | 866 | $211.0K | 0.10% | 00.0% | Unchanged |
| Synovus Financial Corp | 868 | $211.0K | 0.00% | +18+2.1% | Added |
| Gilbert & Cook, Inc. | 822 | $211.0K | 0.05% | +206+33.4% | Added |
| Abacus Planning Group, Inc. | 876 | $213.0K | 0.06% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 880 | $214.0K | 0.04% | +100+12.8% | Added |
| Axiom Financial Strategies, LLC | 884 | $215.0K | 0.11% | 00.0% | Unchanged |
| Paloma Partners Management Co | 885 | $215.0K | 0.04% | +885 | New |
| Sandy Spring Bank | 887 | $216.0K | 0.01% | −255−22.3% | Reduced |
| Red Wave Investments LLC | 890 | $216.0K | 0.09% | +10+1.1% | Added |
| Penserra Capital Management LLC | 889 | $216.0K | 0.01% | +22+2.5% | Added |
| Pitcairn Co | 888 | $216.0K | 0.02% | +63+7.6% | Added |
| Atria Wealth Solutions, Inc. | 892 | $216.9K | 0.00% | +892 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 892 | $217.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 896 | $217.9K | 0.02% | +72+8.7% | Added |
| Jump Financial, LLC | 906 | $220.0K | 0.01% | +906 | New |
| Coastal Investment Advisors, Inc. | 919 | $223.0K | 0.06% | +97+11.8% | Added |
| Itau Unibanco Holding S.A. | 919 | $223.0K | 0.01% | +919 | New |
| Quadrant Capital Group LLC | 929 | $226.0K | 0.03% | −54−5.5% | Reduced |
| Advisors Asset Management, Inc. | 947 | $230.0K | 0.00% | −431−31.3% | Reduced |
| Pettee Investors, Inc. | 946 | $230.0K | 0.12% | 00.0% | Unchanged |
| Baxter Bros Inc | 949 | $231.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 952 | $231.0K | 0.19% | +952 | New |
| Schechter Investment Advisors, LLC | 957 | $233.0K | 0.02% | −86−8.2% | Reduced |
| Zions Bancorporation, N.A. | 959 | $233.0K | 0.02% | −66−6.4% | Reduced |
| Shearwater Capital LLC | 960 | $233.0K | 0.27% | +2+0.2% | Added |
| Lido Advisors, LLC | 966 | $234.0K | 0.00% | −986−50.5% | Reduced |
| West Family Investments, Inc. | 964 | $234.0K | 0.10% | −82−7.8% | Reduced |
| Lincoln National Corp | 965 | $235.0K | 0.01% | +15+1.6% | Added |
| Aaron Wealth Advisors | 978 | $238.0K | 0.04% | +178+22.3% | Added |
| Dorsey & Whitney Trust CO LLC | 985 | $240.0K | 0.03% | +67+7.3% | Added |
| Beese Fulmer Investment Management, Inc. | 1,000 | $243.0K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $243.0K | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 1,003 | $244.0K | 0.01% | −89−8.2% | Reduced |