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 |
|---|---|---|---|---|---|
| Exchange Capital Management, Inc. | 6,159 | $1.50M | 0.35% | +858+16.2% | Added |
| Meitav Dash Investments Ltd | 6,105 | $1.52M | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 6,256 | $1.52M | 0.01% | −2,236−26.3% | Reduced |
| Yacktman Asset Management LP | 6,270 | $1.52M | 0.02% | +2,000+46.8% | Added |
| Fairbanks Capital Management, Inc. | 6,280 | $1.53M | 1.42% | −74−1.2% | Reduced |
| Veritable, L.P. | 6,319 | $1.54M | 0.03% | +132+2.1% | Added |
| Mirova | 6,331 | $1.54M | 0.26% | +6,331 | New |
| Glenview Trust Co | 6,438 | $1.56M | 0.06% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 6,521 | $1.58M | 0.01% | −7,446−53.3% | Reduced |
| Smith, Salley & Associates | 6,723 | $1.63M | 0.15% | +265+4.1% | Added |
| Trust Co of Toledo NA | 6,750 | $1.64M | 0.32% | 00.0% | Unchanged |
| Regions Financial Corp | 6,850 | $1.67M | 0.02% | +32+0.5% | Added |
| Lazard Asset Management LLC | 6,938 | $1.69M | 0.00% | −104,253−93.8% | Reduced |
| Crawford Investment Counsel Inc | 6,938 | $1.69M | 0.04% | +483+7.5% | Added |
| FDx Advisors, Inc. | 6,995 | $1.70M | 0.08% | +523+8.1% | Added |
| Rathbone Brothers plc | 7,066 | $1.72M | 0.02% | −860−10.9% | Reduced |
| E. Ohman J:or Asset Management AB | 7,100 | $1.73M | 0.08% | 00.0% | Unchanged |
| Bamco Inc | 7,116 | $1.73M | 0.01% | −100−1.4% | Reduced |
| Tiaa, FSB | 7,206 | $1.75M | 0.01% | −689−8.7% | Reduced |
| Central Trust Co | 7,345 | $1.79M | 0.06% | −1,703−18.8% | Reduced |
| Kingfisher Capital LLC | 7,454 | $1.81M | 0.50% | +181+2.5% | Added |
| George Kaiser Family Foundation | 7,473 | $1.82M | 0.32% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 7,827 | $1.90M | 0.43% | +220+2.9% | Added |
| Ieq Capital, LLC | 7,837 | $1.91M | 0.05% | +2,303+41.6% | Added |
| Keybank National Association | 7,892 | $1.92M | 0.01% | −446−5.3% | Reduced |
| Citadel Investment Advisory, Inc. | 7,895 | $1.92M | 1.46% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,934 | $1.93M | 0.03% | +565+7.7% | Added |
| V Wealth Advisors LLC | 7,964 | $1.94M | 0.39% | +219+2.8% | Added |
| MML Investors Services, LLC | 7,981 | $1.94M | 0.01% | −1,387−14.8% | Reduced |
| Rehmann Capital Advisory Group | 7,996 | $1.94M | 0.22% | −119−1.5% | Reduced |
| Harbor Advisors LLC | 8,000 | $1.95M | 0.52% | 00.0% | Unchanged |
| Baader Bank INC | 8,003 | $1.95M | 0.17% | 00.0% | Unchanged |
| JustInvest LLC | 8,053 | $1.96M | 0.09% | +970+13.7% | Added |
| New Mexico Educational Retirement Board | 8,192 | $1.99M | 0.11% | −800−8.9% | Reduced |
| Fiduciary Trust Co | 8,202 | $1.99M | 0.04% | +26+0.3% | Added |
| AlphaCrest Capital Management LLC | 8,210 | $2.00M | 0.12% | +5,517+204.9% | Added |
| Connable Office Inc | 8,514 | $2.07M | 0.34% | −60−0.7% | Reduced |
| Kornitzer Capital Management Inc | 8,689 | $2.11M | 0.05% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 8,708 | $2.12M | 1.26% | −22−0.3% | Reduced |
| Corient Capital Partners, LLC | 7,865 | $2.14M | 0.16% | +191+2.5% | Added |
| Darwin Advisors, LLC | 8,930 | $2.17M | 0.54% | −802−8.2% | Reduced |
| Carderock Capital Management Inc | 9,034 | $2.20M | 1.12% | −2,443−21.3% | Reduced |
| Taylor Hoffman Wealth Management | 9,109 | $2.21M | 1.16% | +78+0.9% | Added |
| Industrial Alliance Investment Management Inc. | 9,135 | $2.22M | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,175 | $2.23M | 0.11% | −270−2.9% | Reduced |
| Banco Santander, S.A. | 9,237 | $2.25M | 0.03% | −730−7.3% | Reduced |
| Gabelli Funds LLC | 9,250 | $2.25M | 0.02% | −250−2.6% | Reduced |
| Seascape Capital Management | 9,363 | $2.28M | 1.56% | −43−0.5% | Reduced |
| Ballentine Partners, LLC | 9,526 | $2.31M | 0.08% | −94−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 9,540 | $2.32M | 0.13% | +133+1.4% | Added |
| CIBC World Markets Inc. | 9,635 | $2.34M | 0.01% | +1,832+23.5% | Added |
| Sculptor Capital LP | 9,656 | $2.35M | 0.03% | +9,656 | New |
| Natixis | 9,718 | $2.36M | 0.01% | +2,745+39.4% | Added |
| Midwest Professional Planners, LTD. | 9,725 | $2.36M | 1.41% | +344+3.7% | Added |
| Crossmark Global Holdings, Inc. | 9,850 | $2.40M | 0.07% | −454−4.4% | Reduced |
| Creative Planning | 9,868 | $2.40M | 0.00% | −2,024−17.0% | Reduced |
| John G Ullman & Associates Inc | 9,960 | $2.42M | 0.42% | −3,065−23.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,032 | $2.44M | 0.06% | +2,500+33.2% | Added |
| Captrust Financial Advisors | 10,061 | $2.45M | 0.01% | +1,631+19.3% | Added |
| Louisiana State Employees Retirement System | 10,100 | $2.46M | 0.07% | −100−1.0% | Reduced |
| Chicago Partners Investment Group LLC | 9,312 | $2.46M | 0.18% | −69−0.7% | Reduced |
| Greenline Partners, LLC | 10,173 | $2.47M | 0.56% | +303+3.1% | Added |
| DuPont Capital Management Corp | 10,202 | $2.48M | 0.15% | −283−2.7% | Reduced |
| FORA Capital, LLC | 10,302 | $2.50M | 0.48% | +6,441+166.8% | Added |
| Norinchukin Bank, The | 10,395 | $2.53M | 0.05% | +1,283+14.1% | Added |
| Bank Pictet & Cie (Asia) Ltd | 10,588 | $2.57M | 1.02% | −477−4.3% | Reduced |
| Level Four Advisory Services, LLC | 10,624 | $2.58M | 0.25% | +859+8.8% | Added |
| Cloverfields Capital Group, LP | 10,651 | $2.59M | 0.88% | +41+0.4% | Added |
| Scotia Capital Inc. | 10,653 | $2.59M | 0.02% | +312+3.0% | Added |
| Capital Insight Partners, LLC | 10,709 | $2.60M | 0.70% | −1,150−9.7% | Reduced |
| Pinnacle Financial Partners Inc | 10,720 | $2.61M | 0.09% | −554−4.9% | Reduced |
| Sepio Capital, LP | 10,798 | $2.63M | 0.26% | +36+0.3% | Added |
| Addenda Capital Inc. | 10,823 | $2.63M | 0.12% | −1,576−12.7% | Reduced |
| Engineers Gate Manager LP | 11,046 | $2.69M | 0.17% | +10,156+1,141.1% | Added |
| Daiwa Securities Group Inc. | 11,084 | $2.69M | 0.02% | +419+3.9% | Added |
| Criteria Caixa, S.A.U. | 11,120 | $2.70M | 0.39% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,325 | $2.75M | 0.01% | +11,325 | New |
| Ninety One SA (PTY) Ltd | 11,443 | $2.78M | 1.10% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 11,456 | $2.79M | 0.01% | −10,989−49.0% | Reduced |
| SG Americas Securities, LLC | 11,503 | $2.80M | 0.04% | +3,069+36.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,510 | $2.80M | 0.01% | +985+9.4% | Added |
| Okabena Investment Services Inc | 11,842 | $2.88M | 1.39% | +7,621+180.5% | Added |
| First Republic Investment Management, Inc. | 11,846 | $2.88M | 0.01% | −95−0.8% | Reduced |
| Ethic Inc. | 11,949 | $2.90M | 0.20% | +1,108+10.2% | Added |
| Van Den Berg Management I, Inc | 12,187 | $2.96M | 0.88% | −431−3.4% | Reduced |
| Kentucky Retirement Systems | 12,353 | $3.00M | 0.13% | +440+3.7% | Added |
| Simplex Trading, LLC | 12,485 | $3.04M | 0.12% | +5,065+68.3% | Added |
| Elo Mutual Pension Insurance Co | 12,488 | $3.04M | 0.11% | −651−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,730 | $3.10M | 0.06% | +3,506+38.0% | Added |
| Lincoln Capital LLC | 12,831 | $3.12M | 0.97% | +1,016+8.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,942 | $3.15M | 0.07% | +866+7.2% | Added |
| Baird Financial Group, Inc. | 13,219 | $3.21M | 0.01% | +5,976+82.5% | Added |
| Securian Asset Management, Inc | 13,242 | $3.22M | 0.10% | −200−1.5% | Reduced |
| Claar Advisors LLC | 13,325 | $3.24M | 1.37% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,381 | $3.25M | 0.05% | +13,381 | New |
| Aquatic Capital Management LLC | 14,200 | $3.45M | 0.34% | +14,200 | New |
| First National Bank of Omaha | 14,395 | $3.50M | 0.23% | −614−4.1% | Reduced |
| Virginia National Bank | 14,452 | $3.51M | 11.21% | −3,000−17.2% | Reduced |
| Penbrook Management LLC | 14,750 | $3.59M | 3.09% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,861 | $3.61M | 0.04% | +14,861 | New |