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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 8,210 | $2.00M | 0.12% | +5,517+204.9% | Added |
| Fiduciary Trust Co | 8,202 | $1.99M | 0.04% | +26+0.3% | Added |
| New Mexico Educational Retirement Board | 8,192 | $1.99M | 0.11% | −800−8.9% | Reduced |
| JustInvest LLC | 8,053 | $1.96M | 0.09% | +970+13.7% | Added |
| Baader Bank INC | 8,003 | $1.95M | 0.17% | 00.0% | Unchanged |
| Harbor Advisors LLC | 8,000 | $1.95M | 0.52% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,996 | $1.94M | 0.22% | −119−1.5% | Reduced |
| MML Investors Services, LLC | 7,981 | $1.94M | 0.01% | −1,387−14.8% | Reduced |
| V Wealth Advisors LLC | 7,964 | $1.94M | 0.39% | +219+2.8% | Added |
| Oppenheimer Asset Management Inc. | 7,934 | $1.93M | 0.03% | +565+7.7% | 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 |
| Ieq Capital, LLC | 7,837 | $1.91M | 0.05% | +2,303+41.6% | Added |
| Live Oak Private Wealth LLC | 7,827 | $1.90M | 0.43% | +220+2.9% | Added |
| George Kaiser Family Foundation | 7,473 | $1.82M | 0.32% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 7,454 | $1.81M | 0.50% | +181+2.5% | Added |
| Central Trust Co | 7,345 | $1.79M | 0.06% | −1,703−18.8% | Reduced |
| Tiaa, FSB | 7,206 | $1.75M | 0.01% | −689−8.7% | Reduced |
| Bamco Inc | 7,116 | $1.73M | 0.01% | −100−1.4% | Reduced |
| E. Ohman J:or Asset Management AB | 7,100 | $1.73M | 0.08% | 00.0% | Unchanged |
| Rathbone Brothers plc | 7,066 | $1.72M | 0.02% | −860−10.9% | Reduced |
| FDx Advisors, Inc. | 6,995 | $1.70M | 0.08% | +523+8.1% | Added |
| Crawford Investment Counsel Inc | 6,938 | $1.69M | 0.04% | +483+7.5% | Added |
| Lazard Asset Management LLC | 6,938 | $1.69M | 0.00% | −104,253−93.8% | Reduced |
| Regions Financial Corp | 6,850 | $1.67M | 0.02% | +32+0.5% | Added |
| Trust Co of Toledo NA | 6,750 | $1.64M | 0.32% | 00.0% | Unchanged |
| Smith, Salley & Associates | 6,723 | $1.63M | 0.15% | +265+4.1% | Added |
| Wealthfront Advisers LLC | 6,521 | $1.58M | 0.01% | −7,446−53.3% | Reduced |
| Glenview Trust Co | 6,438 | $1.56M | 0.06% | 00.0% | Unchanged |
| Mirova | 6,331 | $1.54M | 0.26% | +6,331 | New |
| Veritable, L.P. | 6,319 | $1.54M | 0.03% | +132+2.1% | Added |
| Fairbanks Capital Management, Inc. | 6,280 | $1.53M | 1.42% | −74−1.2% | Reduced |
| Yacktman Asset Management LP | 6,270 | $1.52M | 0.02% | +2,000+46.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,256 | $1.52M | 0.01% | −2,236−26.3% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $1.52M | 0.03% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,159 | $1.50M | 0.35% | +858+16.2% | Added |
| Northwest Investment Counselors, LLC | 6,135 | $1.49M | 0.49% | +1,746+39.8% | Added |
| Slow Capital, Inc. | 6,124 | $1.49M | 0.32% | −557−8.3% | Reduced |
| Wetherby Asset Management Inc | 6,118 | $1.49M | 0.10% | +610+11.1% | Added |
| LMCG Investments, LLC | 6,107 | $1.49M | 0.11% | −67−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 6,061 | $1.47M | 0.00% | +490+8.8% | Added |
| Banque Cantonale Vaudoise | 6,060 | $1.47M | 0.08% | −300−4.7% | Reduced |
| Alpha Square Group S, LLC | 6,000 | $1.46M | 0.80% | +6,000 | New |
| Vident Investment Advisory, LLC | 6,679 | $1.46M | 0.05% | +924+16.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,862 | $1.43M | 0.04% | −1,422−19.5% | Reduced |
| Commerce Bank | 5,842 | $1.42M | 0.01% | +106+1.8% | Added |
| Transcend Wealth Collective, LLC | 5,776 | $1.40M | 0.16% | +12+0.2% | Added |
| Mercer Global Advisors Inc | 5,753 | $1.40M | 0.01% | +1,268+28.3% | Added |
| Change Path, LLC | 5,745 | $1.40M | 0.08% | +349+6.5% | Added |
| Whittier Trust Co of Nevada Inc | 5,718 | $1.39M | 0.06% | +541+10.5% | Added |
| 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 |
| Saturna Capital CORP | 5,689 | $1.38M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,655 | $1.38M | 0.13% | +171+3.1% | Added |
| Advisor Partners II, LLC | 5,556 | $1.35M | 0.10% | +5,556 | New |
| Allstate Corp | 5,478 | $1.33M | 0.04% | −222−3.9% | Reduced |
| TD Waterhouse Canada Inc. | 5,116 | $1.32M | 0.02% | −263−4.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,408 | $1.31M | 0.13% | +106+2.0% | Added |
| Pensionfund Sabic | 5,400 | $1.31M | 0.46% | 00.0% | Unchanged |
| Telemus Capital, LLC | 5,385 | $1.31M | 0.13% | +815+17.8% | Added |
| Toroso Investments, LLC | 5,312 | $1.29M | 0.05% | −26−0.5% | Reduced |
| Naples Global Advisors, LLC | 5,307 | $1.29M | 0.18% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,304 | $1.29M | 0.03% | +161+3.1% | Added |
| Tsai Capital Corp | 5,292 | $1.29M | 1.43% | +714+15.6% | Added |
| Azzad Asset Management Inc | 4,860 | $1.28M | 0.13% | +57+1.2% | Added |
| Verition Fund Management LLC | 5,191 | $1.26M | 0.02% | +5,191 | New |
| Huntington National Bank | 5,188 | $1.26M | 0.01% | +9+0.2% | Added |
| Atria Investments LLC | 5,157 | $1.25M | 0.03% | −1,370−21.0% | Reduced |
| Achmea Investment Management B.V. | 5,141 | $1.25M | 0.04% | −2,363−31.5% | Reduced |
| Greenleaf Trust | 5,109 | $1.24M | 0.02% | −98−1.9% | Reduced |
| Delta Investment Management, LLC | 5,082 | $1.24M | 0.53% | +966+23.5% | Added |
| Quantitative Investment Management, LLC | 5,020 | $1.22M | 0.20% | +2,521+100.9% | Added |
| united american securities inc. (d/b/a uas asset management) | 5,000 | $1.22M | 0.38% | +1,000+25.0% | Added |
| Westbourne Investment Advisors, Inc. | 4,971 | $1.21M | 0.64% | −250−4.8% | Reduced |
| Kinneret Advisory, LLC | 4,961 | $1.21M | 0.17% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.20M | 0.39% | 00.0% | Unchanged |
| Cypress Capital Group | 4,937 | $1.20M | 0.20% | −50−1.0% | Reduced |
| Voloridge Investment Management, LLC | 4,893 | $1.19M | 0.01% | +4,893 | New |
| Ingalls & Snyder LLC | 4,886 | $1.19M | 0.07% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,752 | $1.16M | 0.44% | +41+0.9% | Added |
| Beacon Investment Advisory Services, Inc. | 4,722 | $1.15M | 0.06% | +11+0.2% | Added |
| Keebeck Wealth Management, LLC | 4,687 | $1.14M | 0.22% | +529+12.7% | Added |
| Equitable Trust Co | 4,640 | $1.13M | 0.09% | −672−12.7% | Reduced |
| Wolverine Trading, LLC | 4,557 | $1.12M | 0.04% | +971+27.1% | Added |
| Rossmore Private Capital | 4,600 | $1.12M | 0.20% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,552 | $1.11M | 0.49% | +4,552 | New |
| Coronation Fund Managers Ltd. | 4,493 | $1.09M | 0.06% | −20,184−81.8% | Reduced |
| Citizens Financial Group Inc | 4,483 | $1.09M | 0.05% | −186−4.0% | Reduced |
| Pathstone Family Office, LLC | 4,455 | $1.08M | 0.02% | −315−6.6% | Reduced |
| Bokf, NA | 4,427 | $1.08M | 0.02% | −3,096−41.2% | Reduced |
| Bryn Mawr Trust Co | 4,423 | $1.07M | 0.05% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,278 | $1.05M | 0.11% | +4,278 | New |
| Quest Investment Management LLC | 4,263 | $1.04M | 0.13% | +378+9.7% | Added |
| IMS Capital Management | 4,255 | $1.03M | 0.71% | +1,112+35.4% | Added |
| Motley Fool Asset Management LLC | 4,240 | $1.03M | 0.10% | −24−0.6% | Reduced |
| Cetera Investment Advisers | 4,202 | $1.02M | 0.02% | −158−3.6% | Reduced |
| Baker Avenue Asset Management, LP | 4,169 | $1.01M | 0.07% | −11−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,161 | $1.01M | 0.04% | +25+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,147 | $1.01M | 0.01% | −58−1.4% | Reduced |
| National Asset Management, Inc. | 4,108 | $999.0K | 0.03% | +618+17.7% | Added |