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 |
|---|---|---|---|---|---|
| Rice Hall James & Associates, LLC | 1,840 | $447.0K | 0.03% | −50−2.6% | Reduced |
| HRT Financial LP | 1,869 | $454.0K | 0.00% | +1,869 | New |
| Fishman Jay A Ltd | 1,875 | $455.8K | 0.07% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,890 | $459.0K | 0.05% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,900 | $462.0K | 0.11% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,912 | $465.0K | 0.17% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 1,911 | $465.0K | 0.03% | +1,911 | New |
| Credential Qtrade Securities Inc. | 1,922 | $467.3K | 0.04% | +96+5.3% | Added |
| Ameritas Investment Partners, Inc. | 1,942 | $472.0K | 0.02% | −121−5.9% | Reduced |
| Key Financial Inc | 1,970 | $479.0K | 0.23% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,980 | $481.0K | 0.11% | −107−5.1% | Reduced |
| Parallel Advisors, LLC | 1,979 | $481.0K | 0.02% | −70−3.4% | Reduced |
| Wipfli Financial Advisors LLC, | 1,984 | $482.0K | 0.03% | +1,984 | New |
| D.B. Root & Company, LLC | 1,997 | $485.0K | 0.22% | −1−0.1% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $486.0K | 0.25% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,999 | $486.0K | 0.03% | +1,999 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $486.2K | 0.40% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 2,005 | $487.0K | 0.15% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $491.0K | 0.61% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,025 | $492.0K | 0.05% | +346+20.6% | Added |
| Islay Capital Management, LLC | 2,049 | $498.0K | 0.59% | +2,049 | New |
| Red Cedar Capital, LLC | 2,070 | $503.0K | 0.35% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,076 | $505.0K | 0.01% | −5−0.2% | Reduced |
| TrimTabs Asset Management, LLC | 2,088 | $507.0K | 0.35% | −1,499−41.8% | Reduced |
| Panagora Asset Management Inc | 2,100 | $511.0K | 0.00% | −3,236−60.6% | Reduced |
| Renaissance Technologies LLC | 2,100 | $511.0K | 0.00% | +2,100 | New |
| Caxton Associates LP | 2,128 | $517.0K | 0.09% | +636+42.6% | Added |
| Sequoia Financial Advisors, LLC | 2,167 | $527.0K | 0.02% | −382−15.0% | Reduced |
| Beacon Pointe Advisors, LLC | 2,216 | $534.0K | 0.01% | −107−4.6% | Reduced |
| Blueshift Asset Management, LLC | 2,217 | $539.0K | 0.12% | −2,297−50.9% | Reduced |
| Seven Eight Capital, LP | 2,238 | $544.0K | 0.11% | +1,362+155.5% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $547.0K | 0.21% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,284 | $555.0K | 0.53% | −81−3.4% | Reduced |
| MAI Capital Management | 2,288 | $556.0K | 0.01% | +656+40.2% | Added |
| Gofen & Glossberg LLC | 2,304 | $560.0K | 0.02% | +270+13.3% | Added |
| Bienville Capital Management, LLC | 2,327 | $566.0K | 0.22% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,329 | $566.0K | 0.08% | +71+3.1% | Added |
| PFG Advisors | 2,338 | $568.0K | 0.06% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,335 | $568.0K | 0.03% | +458+24.4% | Added |
| Roberts Capital Advisors, LLC | 2,341 | $569.0K | 0.82% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,347 | $571.0K | 0.01% | +2+0.1% | Added |
| Accretive Wealth Partners, LLC | 2,351 | $572.0K | 0.44% | +8+0.3% | Added |
| Raymond James Trust N.A. | 2,359 | $573.0K | 0.02% | −44−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 2,360 | $574.0K | 0.07% | −118−4.8% | Reduced |
| Monte Financial Group, LLC | 2,372 | $577.0K | 0.35% | +59+2.6% | Added |
| CWM, LLC | 2,381 | $579.0K | 0.00% | +427+21.9% | Added |
| Metis Global Partners, LLC | 2,388 | $581.0K | 0.09% | −48−2.0% | Reduced |
| Legacy Advisors, LLC | 2,397 | $583.0K | 0.13% | +528+28.3% | Added |
| Wealthspire Advisors, LLC | 2,406 | $585.0K | 0.01% | +6+0.3% | Added |
| Seeyond | 2,428 | $590.0K | 0.07% | −85−3.4% | Reduced |
| Whittier Trust Co | 2,452 | $596.0K | 0.01% | +6+0.2% | Added |
| Ropes Wealth Advisors LLC | 2,454 | $597.0K | 0.13% | −15−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,461 | $598.0K | 0.00% | −203,349−98.8% | Reduced |
| Pacific Global Investment Management CO | 2,473 | $601.0K | 0.15% | +200+8.8% | Added |
| Exchange Traded Concepts, LLC | 2,487 | $605.0K | 0.02% | −124−4.7% | Reduced |
| Park Avenue Securities LLC | 2,498 | $607.0K | 0.01% | +163+7.0% | Added |
| Two Sigma Advisers, LP | 2,500 | $608.0K | 0.00% | +2,500 | New |
| Clarius Group, LLC | 2,508 | $610.0K | 0.06% | +67+2.7% | Added |
| Cavalier Investments, LLC | 2,550 | $620.0K | 0.22% | +6+0.2% | Added |
| SRN Advisors, LLC | 2,565 | $623.6K | 0.52% | −528−17.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,571 | $625.0K | 0.05% | +447+21.0% | Added |
| NuWave Investment Management, LLC | 2,571 | $625.0K | 0.72% | +2,571 | New |
| Bridges Investment Management Inc | 2,600 | $632.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,599 | $632.0K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,604 | $633.0K | 0.01% | −10−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,604 | $633.1K | 0.01% | −10−0.4% | Reduced |
| Regentatlantic Capital LLC | 2,625 | $638.0K | 0.02% | −272−9.4% | Reduced |
| Element Capital Management LLC | 2,649 | $644.0K | 0.31% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,674 | $650.0K | 0.05% | +2,674 | New |
| Epoch Investment Partners, Inc. | 2,681 | $652.0K | 0.00% | −40−1.5% | Reduced |
| Waldron Private Wealth LLC | 2,685 | $652.0K | 0.04% | +359+15.4% | Added |
| Moloney Securities Asset Management, LLC | 2,693 | $655.0K | 0.16% | −13−0.5% | Reduced |
| Capital Analysts, LLC | 2,696 | $655.0K | 0.05% | +21+0.8% | Added |
| Rockefeller Capital Management L.P. | 2,698 | $655.0K | 0.00% | +1,679+164.8% | Added |
| Bahl & Gaynor Inc | 2,700 | $656.0K | 0.00% | −166−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,709 | $659.0K | 0.01% | −3,667−57.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,709 | $659.0K | 0.04% | +465+20.7% | Added |
| Evermay Wealth Management LLC | 2,742 | $667.0K | 0.13% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 2,750 | $669.0K | 0.57% | +2,750 | New |
| Meeder Asset Management Inc | 2,779 | $676.0K | 0.04% | +399+16.8% | Added |
| Boston Private Wealth LLC | 2,795 | $680.0K | 0.01% | +1,010+56.6% | Added |
| MCF Advisors LLC | 2,814 | $684.0K | 0.08% | +993+54.5% | Added |
| Cozad Asset Management Inc | 2,840 | $690.0K | 0.11% | +1,810+175.7% | Added |
| Smithfield Trust Co | 2,840 | $693.0K | 0.05% | 00.0% | Unchanged |
| Inverness Counsel LLC | 2,852 | $693.0K | 0.04% | +1,226+75.4% | Added |
| Rodgers Brothers Inc. | 2,861 | $696.0K | 0.15% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 2,926 | $711.0K | 0.15% | +808+38.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,925 | $712.0K | 0.00% | −201−6.4% | Reduced |
| Washington Trust Advisors, Inc. | 2,950 | $718.0K | 0.07% | −60−2.0% | Reduced |
| Umb Bank N A | 2,963 | $720.0K | 0.01% | −33−1.1% | Reduced |
| Triangle Securities Wealth Management | 2,965 | $721.0K | 0.29% | +50+1.7% | Added |
| Patton Fund Management, Inc. | 2,988 | $726.0K | 0.29% | −298−9.1% | Reduced |
| Mystic Asset Management, Inc. | 3,000 | $729.0K | 0.47% | 00.0% | Unchanged |
| HM Payson & Co | 3,012 | $732.0K | 0.02% | −10.0% | Reduced |
| Private Advisor Group, LLC | 3,026 | $736.0K | 0.01% | −4,862−61.6% | Reduced |
| Value Partners Investments Inc. | 3,052 | $742.0K | 0.07% | +589+23.9% | Added |
| Cresset Asset Management, LLC | 3,066 | $745.0K | 0.01% | +729+31.2% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $754.0K | 0.22% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,120 | $758.5K | 0.12% | −200−6.0% | Reduced |
| Brave Warrior Advisors, LLC | 3,129 | $761.0K | 0.03% | 00.0% | Unchanged |