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 |
|---|---|---|---|---|---|
| Hutner Capital Management Inc | 1,005 | $244.0K | 0.17% | −10−1.0% | Reduced |
| Shelton Capital Management | 1,013 | $246.0K | 0.01% | −41−3.9% | Reduced |
| Cornerstone Advisory, LLC | 1,033 | $251.0K | 0.06% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,038 | $252.0K | 0.02% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 1,040 | $253.0K | 0.11% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,043 | $254.0K | 0.01% | −291−21.8% | Reduced |
| RFG Advisory, LLC | 956 | $255.0K | 0.01% | −39−3.9% | Reduced |
| Boothbay Fund Management, LLC | 1,052 | $256.0K | 0.01% | +130+14.1% | Added |
| Financial Consulate, Inc | 1,068 | $260.0K | 0.11% | +1,068 | New |
| Bradley Foster & Sargent Inc | 1,076 | $262.0K | 0.01% | −372−25.7% | Reduced |
| Sentry Investment Management LLC | 1,085 | $264.0K | 0.13% | 00.0% | Unchanged |
| Relaxing Retirement Coach | 1,088 | $264.0K | 0.12% | +1,088 | New |
| Snowden Capital Advisors LLC | 1,096 | $266.0K | 0.01% | −293−21.1% | Reduced |
| Studio Investment Management LLC | 1,105 | $268.6K | 0.10% | +14+1.3% | Added |
| Patton Albertson Miller Group, LLC | 1,108 | $269.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,104 | $269.0K | 0.05% | +9+0.8% | Added |
| TD Private Client Wealth LLC | 1,136 | $276.2K | 0.01% | +82+7.8% | Added |
| Sunflower Bank, N.A. | 1,143 | $278.0K | 0.06% | −514−31.0% | Reduced |
| Savant Capital, LLC | 1,152 | $280.0K | 0.01% | −273−19.2% | Reduced |
| Boltwood Capital Management | 1,150 | $280.0K | 0.13% | −60−5.0% | Reduced |
| FineMark National Bank & Trust | 1,151 | $280.0K | 0.01% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 1,154 | $281.0K | 0.01% | −2−0.2% | Reduced |
| Regency Capital Management Inc. | 1,156 | $281.0K | 0.34% | +1,156 | New |
| AE Wealth Management LLC | 1,161 | $282.0K | 0.00% | −927−44.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,170 | $284.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,193 | $290.0K | 0.04% | +25+2.1% | Added |
| Federated Hermes, Inc. | 1,196 | $291.0K | 0.00% | −43−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,199 | $291.0K | 0.05% | +98+8.9% | Added |
| Webster Bank, N. A. | 1,200 | $292.0K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $292.0K | 0.33% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 1,200 | $292.0K | 0.24% | +400+50.0% | Added |
| Sawtooth Solutions, LLC | 1,208 | $294.0K | 0.04% | −1,711−58.6% | Reduced |
| Tributary Capital Management, LLC | 1,215 | $295.0K | 0.03% | −10−0.8% | Reduced |
| Proficio Capital Partners LLC | 1,261 | $298.0K | 0.05% | +15+1.2% | Added |
| Mark Stevens | 1,240 | $301.0K | 0.04% | +185+17.5% | Added |
| Checchi Capital Advisers, LLC | 1,242 | $302.0K | 0.03% | +1+0.1% | Added |
| Trust Co of Vermont | 1,261 | $306.0K | 0.02% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,258 | $306.0K | 0.19% | 00.0% | Unchanged |
| Bank of the West | 1,261 | $307.0K | 0.04% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 1,261 | $307.0K | 0.08% | +1,261 | New |
| IFP Advisors, Inc | 3,443 | $308.0K | 0.01% | +386+12.6% | Added |
| HB Wealth Management, LLC | 1,267 | $308.0K | 0.01% | +254+25.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,269 | $309.0K | 0.02% | −320−20.1% | Reduced |
| Fayez Sarofim & Co | 1,285 | $312.0K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,287 | $312.0K | 0.12% | +1,287 | New |
| Stevens Capital Management LP | 1,288 | $313.0K | 0.20% | +1,288 | New |
| Drive Wealth Management, LLC | 1,301 | $316.0K | 0.30% | −1,296−49.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,300 | $316.0K | 0.12% | −50−3.7% | Reduced |
| Regal Investment Advisors LLC | 1,307 | $318.0K | 0.03% | +199+18.0% | Added |
| Legacy Private Trust Co. | 1,314 | $319.0K | 0.03% | −20−1.5% | Reduced |
| BTR Capital Management Inc | 1,314 | $319.0K | 0.05% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,322 | $321.0K | 0.36% | +56+4.4% | Added |
| Dowling & Yahnke LLC | 1,325 | $322.0K | 0.01% | +12+0.9% | Added |
| Oppenheimer & Co Inc | 1,348 | $328.0K | 0.01% | −60−4.3% | Reduced |
| Cetera Advisor Networks LLC | 1,382 | $336.0K | 0.00% | +76+5.8% | Added |
| Argyle Capital Management Inc. | 1,400 | $340.0K | 0.13% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,404 | $341.0K | 0.01% | 00.0% | Unchanged |
| DDD Partners, LLC | 1,417 | $344.0K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 1,437 | $350.0K | 0.03% | −9−0.6% | Reduced |
| Leonteq Securities AG | 1,444 | $351.1K | 0.02% | +715+98.1% | Added |
| Brave Asset Management Inc | 1,458 | $354.0K | 0.18% | 00.0% | Unchanged |
| Proequities, Inc. | 1,462 | $355.0K | 0.03% | −31−2.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,475 | $359.0K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,482 | $360.0K | 0.01% | −823−35.7% | Reduced |
| Borer Denton & Associates, Inc. | 1,500 | $364.7K | 0.18% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,502 | $365.0K | 0.01% | +28+1.9% | Added |
| Maple Capital Management, Inc. | 1,246 | $366.0K | 0.05% | −19−1.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,517 | $369.0K | 0.11% | −104−6.4% | Reduced |
| Personal Capital Advisors Corp | 1,532 | $372.0K | 0.00% | +6+0.4% | Added |
| NVWM, LLC | 1,535 | $374.0K | 0.15% | −955−38.4% | Reduced |
| RMB Capital Management, LLC | 1,544 | $375.0K | 0.01% | −6−0.4% | Reduced |
| Balentine LLC | 1,542 | $375.0K | 0.01% | +743+93.0% | Added |
| MQS Management LLC | 1,548 | $376.0K | 0.24% | +160+11.5% | Added |
| Sendero Wealth Management, LLC | 1,545 | $376.0K | 0.16% | +1,545 | New |
| Capital Planning Advisors, LLC | 1,563 | $380.0K | 0.10% | −1,510−49.1% | Reduced |
| Spinnaker Trust | 1,585 | $385.0K | 0.03% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 1,600 | $389.0K | 0.32% | +1,600 | New |
| Institute for Wealth Management, LLC. | 1,603 | $390.0K | 0.09% | −16−1.0% | Reduced |
| Highland Capital Management, LLC | 1,615 | $393.0K | 0.03% | −115−6.6% | Reduced |
| First National Advisers, LLC | 1,622 | $394.0K | 0.58% | +515+46.5% | Added |
| Choate Investment Advisors | 1,663 | $404.0K | 0.03% | +200+13.7% | Added |
| Veriti Management LLC | 1,673 | $407.0K | 0.06% | −28−1.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,680 | $408.0K | 0.17% | +5+0.3% | Added |
| Castle Rock Wealth Management, LLC | 1,708 | $411.0K | 0.21% | 00.0% | Unchanged |
| Dodge & Cox | 1,702 | $414.0K | 0.00% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,717 | $417.0K | 0.08% | −150−8.0% | Reduced |
| Personal Cfo Solutions, LLC | 1,724 | $419.0K | 0.11% | +114+7.1% | Added |
| Magellan Asset Management Ltd | 1,724 | $419.0K | 0.00% | +571+49.5% | Added |
| Quantamental Technologies LLC | 1,729 | $420.0K | 0.16% | +1,729 | New |
| Symmetry Partners, LLC | 1,743 | $424.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,744 | $424.0K | 0.18% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,747 | $425.0K | 0.02% | −246−12.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,750 | $425.0K | 0.04% | −3−0.2% | Reduced |
| Morris Financial Concepts, Inc. | 1,765 | $429.0K | 0.44% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,764 | $429.0K | 0.03% | +23+1.3% | Added |
| Ashfield Capital Partners, LLC | 1,769 | $430.0K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,788 | $435.0K | 0.06% | +1,788 | New |
| Advisory Services Network, LLC | 1,813 | $441.0K | 0.02% | −44−2.4% | Reduced |
| Trust Asset Management LLC | 1,817 | $442.0K | 0.06% | +118+6.9% | Added |
| Reynders McVeigh Capital Management, LLC | 1,821 | $443.0K | 0.03% | 00.0% | Unchanged |