Moodys Corp

MCO

Exchange: NYSE
Industry: Services-Consumer Credit Reporting, Collection Agencies
SEC CIK: 0001059556

SEC filings (opens in a new tab)

In the last 90 days, Moodys Corp insiders filed 0 open-market purchases and 3 sales; 1,414 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.

Institutional holdersQ3 2022: 937 institutions

Value heldQ3 2022: $40.9B

Institutions holding MCO and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,414	$71.7B
Q1 2026	1,386	$70.1B
Q4 2025	1,424	$83.1B
Q3 2025	1,337	$77.0B
Q2 2025	1,346	$82.9B
Q1 2025	1,314	$77.5B
Q4 2024	1,302	$78.2B
Q3 2024	1,208	$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.

Institutions holding MCO in Q3 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Thomas J. Herzfeld Advisors, Inc.	15	$4.00K	0.00%	−7−31.8%	Reduced
Creative Financial Designs Inc	17	$4.00K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	18	$4.00K	0.00%	−1−5.3%	Reduced
Prestige Wealth Management Group LLC	18	$4.00K	0.00%	−1−5.3%	Reduced
Sierra Capital LLC	15	$4.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	16	$4.00K	0.00%	00.0%	Unchanged
Lumature Wealth Partners, LLC	12	$3.00K	0.00%	−13−52.0%	Reduced
Disciplined Investments, LLC	12	$3.00K	0.00%	+5+71.4%	Added
MUFG Americas Holdings Corp	11	$3.00K	0.00%	+11	New
Abound Wealth Management	9	$2.19K	0.00%	+9	New
Money Concepts Capital Corp	9	$2.00K	0.00%	−41−82.0%	Reduced
Johnson Financial Group, Inc.	9	$2.00K	0.00%	−40−81.6%	Reduced
Clean Yield Group	10	$2.00K	0.00%	00.0%	Unchanged
Financial Enhancement Group LLC	7	$2.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Motco	9	$2.00K	0.00%	+9	New
Bellwether Advisors, LLC	12	$2.00K	0.00%	+12	New
Financial Synergies Wealth Advisors, Inc.	6	$1.46K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	6	$1.46K	0.00%	+6	New
Global Financial Private Client, LLC	4	$1.00K	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	3	$1.00K	0.00%	−1,150−99.7%	Reduced
TD Ameritrade Investment Management, LLC	6	$1.00K	0.00%	−571−99.0%	Reduced
Column Capital Advisors, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	6	$1.00K	0.00%	00.0%	Unchanged
Country Trust Bank	3	$1.00K	0.00%	00.0%	Unchanged
Gradient Investments LLC	5	$1.00K	0.00%	00.0%	Unchanged
Surevest, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	6	$1.00K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	3	$1.00K	0.00%	+2+200.0%	Added
Stonebridge Capital Advisors LLC	5	$1.00K	0.00%	+5	New
PSI Advisors, LLC	3	$1.00K	0.00%	+3	New
SJS Investment Consulting Inc.	4	$1.00K	0.00%	+4	New
Oliver Lagore Vanvalin Investment Group	2	$0	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	1	$0	0.00%	00.0%	Unchanged
Lee Financial Co	2	$0	0.00%	+2	New
Delos Wealth Advisors, LLC	1	$0	0.00%	+1	New
Taikang Asset Management (Hong Kong) Co Ltd	24,480	–	–	00.0%	Unchanged
Tesco Pension Investment Ltd	0	$0	0.00%	−140,890−100.0%	Sold out
Maryland State Retirement & Pension System	0	$0	0.00%	−12,311−100.0%	Sold out
Edgestream Partners, L.P.	0	$0	0.00%	−7,363−100.0%	Sold out
Walleye Trading LLC	0	$0	0.00%	−6,681−100.0%	Sold out
Bridgewater Associates, LP	0	$0	0.00%	−6,025−100.0%	Sold out
Budros, Ruhlin & Roe, Inc.	0	$0	0.00%	−5,849−100.0%	Sold out
Pearl River Capital, LLC	0	$0	0.00%	−5,341−100.0%	Sold out
Ativo Capital Management LLC	0	$0	0.00%	−4,757−100.0%	Sold out
Hennion & Walsh Asset Management, Inc.	0	$0	0.00%	−4,136−100.0%	Sold out
Credit Agricole S A	0	$0	0.00%	−3,587−100.0%	Sold out
Sterling Investment Management, Inc.	0	$0	0.00%	−3,558−100.0%	Sold out
Human Investing LLC	0	$0	0.00%	−2,712−100.0%	Sold out
Virtus ETF Advisers LLC	0	$0	0.00%	−2,284−100.0%	Sold out
Trexquant Investment LP	0	$0	0.00%	−2,145−100.0%	Sold out
Applied Research Investments, LLC	0	$0	0.00%	−1,997−100.0%	Sold out
Cumberland Partners Ltd	0	$0	0.00%	−1,841−100.0%	Sold out
Natixis Investment Managers International	0	$0	0.00%	−1,803−100.0%	Sold out
United Capital Financial Advisers, LLC	0	$0	0.00%	−1,698−100.0%	Sold out
Capricorn Fund Managers Ltd	0	$0	0.00%	−1,694−100.0%	Sold out
Empirical Asset Management, LLC	0	$0	0.00%	−1,660−100.0%	Sold out
Resources Investment Advisors, LLC.	0	$0	0.00%	−1,624−100.0%	Sold out
Ascent Group, LLC	0	$0	0.00%	−1,370−100.0%	Sold out
Range Financial Group LLC	0	$0	0.00%	−1,521−100.0%	Sold out
Lombard Odier Asset Management (Switzerland) SA	0	$0	0.00%	−1,507−100.0%	Sold out
Horizon Investments, LLC	0	$0	0.00%	−1,336−100.0%	Sold out
Stratos Wealth Advisors, LLC	0	$0	0.00%	−1,295−100.0%	Sold out
Kendall Capital Management	0	$0	0.00%	−1,285−100.0%	Sold out
Oak Thistle LLC	0	$0	0.00%	−1,176−100.0%	Sold out
Old National Bancorp	0	$0	0.00%	−1,107−100.0%	Sold out
Cedar Brook Financial Partners, LLC	0	$0	0.00%	−1,033−100.0%	Sold out
Annandale Capital, LLC	0	$0	0.00%	−1,000−100.0%	Sold out
Boulder Hill Capital Management LP	0	$0	0.00%	−1,000−100.0%	Sold out
JB Capital LLC	0	$0	0.00%	−986−100.0%	Sold out
Lion Street Advisors, LLC	0	$0	0.00%	−606−100.0%	Sold out
Gateway Investment Advisers LLC	0	$0	0.00%	−842−100.0%	Sold out
Carson Advisory Inc.	0	$0	0.00%	−840−100.0%	Sold out
Pendal Group Limited	0	$0	0.00%	−806−100.0%	Sold out
Woodmont Investment Counsel LLC	0	$0	0.00%	−800−100.0%	Sold out
Hennessy Advisors Inc	0	$0	0.00%	−800−100.0%	Sold out
626 Financial, LLC	0	$0	0.00%	−800−100.0%	Sold out
Mayfair Advisory Group, LLC	0	$0	0.00%	−700−100.0%	Sold out
Fenimore Asset Management Inc	0	$0	0.00%	−787−100.0%	Sold out
GSB Wealth Management, LLC	0	$0	0.00%	−788−100.0%	Sold out
Collective Family Office LLC	0	$0	0.00%	−788−100.0%	Sold out
YorkBridge Wealth Partners, LLC	0	$0	0.00%	−783−100.0%	Sold out
Sand Hill Global Advisors, LLC	0	$0	0.00%	−769−100.0%	Sold out
Birch Hill Investment Advisors LLC	0	$0	0.00%	−770−100.0%	Sold out
LGT Fund Management Co Ltd.	0	$0	0.00%	−770−100.0%	Sold out
Gladstone Institutional Advisory LLC	0	$0	0.00%	−763−100.0%	Sold out
Avenir Corp	0	$0	0.00%	−749−100.0%	Sold out
Simmons Bank	0	$0	0.00%	−751−100.0%	Sold out
Highland Private Wealth Management	0	$0	0.00%	−745−100.0%	Sold out
McLean Asset Management Corp	0	$0	0.00%	−716−100.0%	Sold out
Charter Trust Co	0	$0	0.00%	−737−100.0%	Sold out
Estabrook Capital Management	0	$0	0.00%	−600−100.0%	Sold out
Alan B. Lancz & Associates, Inc.	0	$0	0.00%	−400−100.0%	Sold out
Fukoku Mutual Life Insurance Co	0	$0	0.00%	−429−100.0%	Sold out
Acropolis Investment Management, LLC	0	$0	0.00%	−420−100.0%	Sold out
State of Wyoming	0	$0	0.00%	−396−100.0%	Sold out
Cascade Investment Advisors, Inc.	0	$0	0.00%	−350−100.0%	Sold out
CoreCap Advisors, LLC	0	$0	0.00%	−264−100.0%	Sold out
Veritas Investment Partners (UK) Ltd.	0	$0	0.00%	−230−100.0%	Sold out
CX Institutional	0	$0	0.00%	−168−100.0%	Sold out