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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 4,100 | $997.0K | 0.10% | +475+13.1% | Added |
| Essex Savings Bank | 4,034 | $980.0K | 0.39% | +8+0.2% | Added |
| Redpoint Investment Management Pty Ltd | 4,003 | $973.0K | 0.14% | −789−16.5% | Reduced |
| Van Strum & Towne Inc. | 4,000 | $972.0K | 0.45% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 3,992 | $970.0K | 0.36% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,970 | $965.0K | 0.41% | −2−0.1% | Reduced |
| 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 |
| Vestcor Inc | 3,913 | $951.0K | 0.04% | +33+0.9% | Added |
| GWM Advisors LLC | 3,885 | $945.0K | 0.02% | +146+3.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,876 | $942.0K | 0.05% | −1,937−33.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,870 | $941.0K | 0.09% | +2,282+143.7% | Added |
| Williams Jones Wealth Management, LLC. | 3,863 | $939.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,817 | $927.0K | 0.10% | −74−1.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $906.0K | 0.44% | 00.0% | Unchanged |
| Unigestion Holding SA | 3,672 | $905.0K | 0.05% | +305+9.1% | Added |
| Heritage Wealth Management, LLC | 3,712 | $902.0K | 0.29% | +93+2.6% | Added |
| Long Road Investment Counsel, LLC | 3,700 | $900.0K | 0.49% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,691 | $897.0K | 0.18% | +13+0.4% | Added |
| Clark Capital Management Group, Inc. | 3,665 | $891.0K | 0.01% | −3−0.1% | Reduced |
| Assetmark, Inc | 3,578 | $870.0K | 0.00% | −1,834−33.9% | Reduced |
| AdvisorShares Investments LLC | 3,551 | $863.0K | 0.23% | 00.0% | Unchanged |
| AXS Investments LLC | 3,522 | $856.0K | 0.33% | −68−1.9% | Reduced |
| Prudential PLC | 3,499 | $851.0K | 0.01% | +417+13.5% | Added |
| Signaturefd, LLC | 3,453 | $839.0K | 0.03% | +548+18.9% | Added |
| AQR Capital Management LLC | 3,426 | $833.0K | 0.00% | −462−11.9% | Reduced |
| Everence Capital Management Inc | 3,375 | $820.0K | 0.08% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 3,364 | $818.0K | 0.20% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,319 | $807.0K | 0.01% | −288−8.0% | Reduced |
| Hills Bank & Trust Co | 3,319 | $806.0K | 0.12% | −4−0.1% | Reduced |
| Spearhead Capital Advisors, LLC | 3,254 | $791.0K | 0.86% | +180+5.9% | Added |
| Apollon Wealth Management, LLC | 3,247 | $789.0K | 0.07% | +453+16.2% | Added |
| Bessemer Group Inc | 3,240 | $788.0K | 0.00% | −140−4.1% | Reduced |
| Exencial Wealth Advisors, LLC | 3,217 | $782.0K | 0.05% | −8−0.2% | Reduced |
| ING Groep NV | 3,208 | $780.0K | 0.01% | −26,997−89.4% | Reduced |
| AIA Group Ltd | 3,185 | $774.0K | 0.05% | −1,757−35.6% | Reduced |
| Brave Warrior Advisors, LLC | 3,129 | $761.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,120 | $758.5K | 0.12% | −200−6.0% | Reduced |
| Ironwood Investment Counsel, LLC | 3,104 | $754.0K | 0.22% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,066 | $745.0K | 0.01% | +729+31.2% | Added |
| Value Partners Investments Inc. | 3,052 | $742.0K | 0.07% | +589+23.9% | Added |
| Private Advisor Group, LLC | 3,026 | $736.0K | 0.01% | −4,862−61.6% | Reduced |
| HM Payson & Co | 3,012 | $732.0K | 0.02% | −10.0% | Reduced |
| Mystic Asset Management, Inc. | 3,000 | $729.0K | 0.47% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,988 | $726.0K | 0.29% | −298−9.1% | Reduced |
| Triangle Securities Wealth Management | 2,965 | $721.0K | 0.29% | +50+1.7% | Added |
| Umb Bank N A | 2,963 | $720.0K | 0.01% | −33−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,950 | $718.0K | 0.07% | −60−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,925 | $712.0K | 0.00% | −201−6.4% | Reduced |
| Pegasus Partners Ltd. | 2,926 | $711.0K | 0.15% | +808+38.1% | Added |
| Rodgers Brothers Inc. | 2,861 | $696.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Cozad Asset Management Inc | 2,840 | $690.0K | 0.11% | +1,810+175.7% | Added |
| MCF Advisors LLC | 2,814 | $684.0K | 0.08% | +993+54.5% | Added |
| Boston Private Wealth LLC | 2,795 | $680.0K | 0.01% | +1,010+56.6% | Added |
| Meeder Asset Management Inc | 2,779 | $676.0K | 0.04% | +399+16.8% | Added |
| Fortis Capital Management LLC | 2,750 | $669.0K | 0.57% | +2,750 | New |
| Evermay Wealth Management LLC | 2,742 | $667.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Bahl & Gaynor Inc | 2,700 | $656.0K | 0.00% | −166−5.8% | Reduced |
| 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 |
| 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 |
| Centiva Capital, LP | 2,674 | $650.0K | 0.05% | +2,674 | New |
| Element Capital Management LLC | 2,649 | $644.0K | 0.31% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,625 | $638.0K | 0.02% | −272−9.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,604 | $633.1K | 0.01% | −10−0.4% | Reduced |
| Bartlett & Co. LLC | 2,604 | $633.0K | 0.01% | −10−0.4% | Reduced |
| 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 |
| 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 |
| SRN Advisors, LLC | 2,565 | $623.6K | 0.52% | −528−17.1% | Reduced |
| Cavalier Investments, LLC | 2,550 | $620.0K | 0.22% | +6+0.2% | Added |
| Clarius Group, LLC | 2,508 | $610.0K | 0.06% | +67+2.7% | Added |
| Two Sigma Advisers, LP | 2,500 | $608.0K | 0.00% | +2,500 | New |
| Park Avenue Securities LLC | 2,498 | $607.0K | 0.01% | +163+7.0% | Added |
| Exchange Traded Concepts, LLC | 2,487 | $605.0K | 0.02% | −124−4.7% | Reduced |
| Pacific Global Investment Management CO | 2,473 | $601.0K | 0.15% | +200+8.8% | Added |
| Arrowstreet Capital, Limited Partnership | 2,461 | $598.0K | 0.00% | −203,349−98.8% | Reduced |
| Ropes Wealth Advisors LLC | 2,454 | $597.0K | 0.13% | −15−0.6% | Reduced |
| Whittier Trust Co | 2,452 | $596.0K | 0.01% | +6+0.2% | Added |
| Seeyond | 2,428 | $590.0K | 0.07% | −85−3.4% | Reduced |
| Wealthspire Advisors, LLC | 2,406 | $585.0K | 0.01% | +6+0.3% | Added |
| Legacy Advisors, LLC | 2,397 | $583.0K | 0.13% | +528+28.3% | Added |
| Metis Global Partners, LLC | 2,388 | $581.0K | 0.09% | −48−2.0% | Reduced |
| CWM, LLC | 2,381 | $579.0K | 0.00% | +427+21.9% | Added |
| Monte Financial Group, LLC | 2,372 | $577.0K | 0.35% | +59+2.6% | Added |
| Siemens Fonds Invest GmbH | 2,360 | $574.0K | 0.07% | −118−4.8% | Reduced |
| Raymond James Trust N.A. | 2,359 | $573.0K | 0.02% | −44−1.8% | Reduced |
| Accretive Wealth Partners, LLC | 2,351 | $572.0K | 0.44% | +8+0.3% | Added |
| Cerity Partners LLC | 2,347 | $571.0K | 0.01% | +2+0.1% | Added |
| Roberts Capital Advisors, LLC | 2,341 | $569.0K | 0.82% | 00.0% | Unchanged |
| 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 |
| Bienville Capital Management, LLC | 2,327 | $566.0K | 0.22% | 00.0% | Unchanged |