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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 3,185 | $774.0K | 0.05% | −1,757−35.6% | Reduced |
| ING Groep NV | 3,208 | $780.0K | 0.01% | −26,997−89.4% | Reduced |
| Exencial Wealth Advisors, LLC | 3,217 | $782.0K | 0.05% | −8−0.2% | Reduced |
| Bessemer Group Inc | 3,240 | $788.0K | 0.00% | −140−4.1% | Reduced |
| Apollon Wealth Management, LLC | 3,247 | $789.0K | 0.07% | +453+16.2% | Added |
| Spearhead Capital Advisors, LLC | 3,254 | $791.0K | 0.86% | +180+5.9% | Added |
| Hills Bank & Trust Co | 3,319 | $806.0K | 0.12% | −4−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,319 | $807.0K | 0.01% | −288−8.0% | Reduced |
| Asset Management Group, Inc. | 3,364 | $818.0K | 0.20% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,375 | $820.0K | 0.08% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,426 | $833.0K | 0.00% | −462−11.9% | Reduced |
| Signaturefd, LLC | 3,453 | $839.0K | 0.03% | +548+18.9% | Added |
| Prudential PLC | 3,499 | $851.0K | 0.01% | +417+13.5% | Added |
| AXS Investments LLC | 3,522 | $856.0K | 0.33% | −68−1.9% | Reduced |
| AdvisorShares Investments LLC | 3,551 | $863.0K | 0.23% | 00.0% | Unchanged |
| Assetmark, Inc | 3,578 | $870.0K | 0.00% | −1,834−33.9% | Reduced |
| Clark Capital Management Group, Inc. | 3,665 | $891.0K | 0.01% | −3−0.1% | Reduced |
| Angeles Wealth Management, LLC | 3,691 | $897.0K | 0.18% | +13+0.4% | Added |
| Long Road Investment Counsel, LLC | 3,700 | $900.0K | 0.49% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,712 | $902.0K | 0.29% | +93+2.6% | Added |
| Unigestion Holding SA | 3,672 | $905.0K | 0.05% | +305+9.1% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $906.0K | 0.44% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,817 | $927.0K | 0.10% | −74−1.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,863 | $939.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,870 | $941.0K | 0.09% | +2,282+143.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,876 | $942.0K | 0.05% | −1,937−33.3% | Reduced |
| GWM Advisors LLC | 3,885 | $945.0K | 0.02% | +146+3.9% | Added |
| Vestcor Inc | 3,913 | $951.0K | 0.04% | +33+0.9% | Added |
| Empirical Finance, LLC | 3,928 | $955.0K | 0.11% | +633+19.2% | Added |
| Texas Yale Capital Corp. | 3,930 | $955.0K | 0.06% | +3,930 | New |
| Marshall Financial Group LLC | 3,970 | $965.0K | 0.41% | −2−0.1% | Reduced |
| Redmond Asset Management, LLC | 3,992 | $970.0K | 0.36% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 4,000 | $972.0K | 0.45% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 4,003 | $973.0K | 0.14% | −789−16.5% | Reduced |
| Essex Savings Bank | 4,034 | $980.0K | 0.39% | +8+0.2% | Added |
| Empowered Funds, LLC | 4,100 | $997.0K | 0.10% | +475+13.1% | Added |
| National Asset Management, Inc. | 4,108 | $999.0K | 0.03% | +618+17.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,147 | $1.01M | 0.01% | −58−1.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,161 | $1.01M | 0.04% | +25+0.6% | Added |
| Baker Avenue Asset Management, LP | 4,169 | $1.01M | 0.07% | −11−0.3% | Reduced |
| Cetera Investment Advisers | 4,202 | $1.02M | 0.02% | −158−3.6% | Reduced |
| Motley Fool Asset Management LLC | 4,240 | $1.03M | 0.10% | −24−0.6% | Reduced |
| IMS Capital Management | 4,255 | $1.03M | 0.71% | +1,112+35.4% | Added |
| Quest Investment Management LLC | 4,263 | $1.04M | 0.13% | +378+9.7% | Added |
| Mirabella Financial Services LLP | 4,278 | $1.05M | 0.11% | +4,278 | New |
| Bryn Mawr Trust Co | 4,423 | $1.07M | 0.05% | 00.0% | Unchanged |
| Bokf, NA | 4,427 | $1.08M | 0.02% | −3,096−41.2% | Reduced |
| Pathstone Family Office, LLC | 4,455 | $1.08M | 0.02% | −315−6.6% | Reduced |
| Citizens Financial Group Inc | 4,483 | $1.09M | 0.05% | −186−4.0% | Reduced |
| Coronation Fund Managers Ltd. | 4,493 | $1.09M | 0.06% | −20,184−81.8% | Reduced |
| Balboa Wealth Partners | 4,552 | $1.11M | 0.49% | +4,552 | New |
| Rossmore Private Capital | 4,600 | $1.12M | 0.20% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,557 | $1.12M | 0.04% | +971+27.1% | Added |
| Equitable Trust Co | 4,640 | $1.13M | 0.09% | −672−12.7% | Reduced |
| Keebeck Wealth Management, LLC | 4,687 | $1.14M | 0.22% | +529+12.7% | Added |
| Beacon Investment Advisory Services, Inc. | 4,722 | $1.15M | 0.06% | +11+0.2% | Added |
| Blue Fin Capital, Inc. | 4,752 | $1.16M | 0.44% | +41+0.9% | Added |
| Ingalls & Snyder LLC | 4,886 | $1.19M | 0.07% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 4,893 | $1.19M | 0.01% | +4,893 | New |
| Cypress Capital Group | 4,937 | $1.20M | 0.20% | −50−1.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.20M | 0.39% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 4,961 | $1.21M | 0.17% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,971 | $1.21M | 0.64% | −250−4.8% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 5,000 | $1.22M | 0.38% | +1,000+25.0% | Added |
| Quantitative Investment Management, LLC | 5,020 | $1.22M | 0.20% | +2,521+100.9% | Added |
| Delta Investment Management, LLC | 5,082 | $1.24M | 0.53% | +966+23.5% | Added |
| Greenleaf Trust | 5,109 | $1.24M | 0.02% | −98−1.9% | Reduced |
| Achmea Investment Management B.V. | 5,141 | $1.25M | 0.04% | −2,363−31.5% | Reduced |
| Atria Investments LLC | 5,157 | $1.25M | 0.03% | −1,370−21.0% | Reduced |
| Huntington National Bank | 5,188 | $1.26M | 0.01% | +9+0.2% | Added |
| Verition Fund Management LLC | 5,191 | $1.26M | 0.02% | +5,191 | New |
| Azzad Asset Management Inc | 4,860 | $1.28M | 0.13% | +57+1.2% | Added |
| Tsai Capital Corp | 5,292 | $1.29M | 1.43% | +714+15.6% | Added |
| Brinker Capital Investments, LLC | 5,304 | $1.29M | 0.03% | +161+3.1% | Added |
| Naples Global Advisors, LLC | 5,307 | $1.29M | 0.18% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,312 | $1.29M | 0.05% | −26−0.5% | Reduced |
| Telemus Capital, LLC | 5,385 | $1.31M | 0.13% | +815+17.8% | Added |
| Pensionfund Sabic | 5,400 | $1.31M | 0.46% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,408 | $1.31M | 0.13% | +106+2.0% | Added |
| TD Waterhouse Canada Inc. | 5,116 | $1.32M | 0.02% | −263−4.9% | Reduced |
| Allstate Corp | 5,478 | $1.33M | 0.04% | −222−3.9% | Reduced |
| Advisor Partners II, LLC | 5,556 | $1.35M | 0.10% | +5,556 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,655 | $1.38M | 0.13% | +171+3.1% | Added |
| Saturna Capital CORP | 5,689 | $1.38M | 0.03% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 5,698 | $1.39M | 0.01% | −18−0.3% | Reduced |
| Roundview Capital LLC | 5,696 | $1.39M | 0.17% | +820+16.8% | Added |
| Whittier Trust Co of Nevada Inc | 5,718 | $1.39M | 0.06% | +541+10.5% | Added |
| Change Path, LLC | 5,745 | $1.40M | 0.08% | +349+6.5% | Added |
| Mercer Global Advisors Inc | 5,753 | $1.40M | 0.01% | +1,268+28.3% | Added |
| Transcend Wealth Collective, LLC | 5,776 | $1.40M | 0.16% | +12+0.2% | Added |
| Commerce Bank | 5,842 | $1.42M | 0.01% | +106+1.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,862 | $1.43M | 0.04% | −1,422−19.5% | Reduced |
| Vident Investment Advisory, LLC | 6,679 | $1.46M | 0.05% | +924+16.1% | Added |
| Alpha Square Group S, LLC | 6,000 | $1.46M | 0.80% | +6,000 | New |
| Banque Cantonale Vaudoise | 6,060 | $1.47M | 0.08% | −300−4.7% | Reduced |
| Ensign Peak Advisors, Inc | 6,061 | $1.47M | 0.00% | +490+8.8% | Added |
| LMCG Investments, LLC | 6,107 | $1.49M | 0.11% | −67−1.1% | Reduced |
| Wetherby Asset Management Inc | 6,118 | $1.49M | 0.10% | +610+11.1% | Added |
| Slow Capital, Inc. | 6,124 | $1.49M | 0.32% | −557−8.3% | Reduced |
| Northwest Investment Counselors, LLC | 6,135 | $1.49M | 0.49% | +1,746+39.8% | Added |