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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,242 | $302.0K | 0.03% | +1+0.1% | Added |
| Mark Stevens | 1,240 | $301.0K | 0.04% | +185+17.5% | Added |
| Proficio Capital Partners LLC | 1,261 | $298.0K | 0.05% | +15+1.2% | Added |
| Tributary Capital Management, LLC | 1,215 | $295.0K | 0.03% | −10−0.8% | Reduced |
| Sawtooth Solutions, LLC | 1,208 | $294.0K | 0.04% | −1,711−58.6% | Reduced |
| Webster Bank, N. A. | 1,200 | $292.0K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,200 | $292.0K | 0.33% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 1,200 | $292.0K | 0.24% | +400+50.0% | Added |
| Federated Hermes, Inc. | 1,196 | $291.0K | 0.00% | −43−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,199 | $291.0K | 0.05% | +98+8.9% | Added |
| Baker Tilly Wealth Management, LLC | 1,193 | $290.0K | 0.04% | +25+2.1% | Added |
| NorthCrest Asset Manangement, LLC | 1,170 | $284.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,161 | $282.0K | 0.00% | −927−44.4% | Reduced |
| Connectus Wealth, LLC | 1,154 | $281.0K | 0.01% | −2−0.2% | Reduced |
| Regency Capital Management Inc. | 1,156 | $281.0K | 0.34% | +1,156 | New |
| Savant Capital, LLC | 1,152 | $280.0K | 0.01% | −273−19.2% | Reduced |
| Boltwood Capital Management | 1,150 | $280.0K | 0.13% | −60−5.0% | Reduced |
| FineMark National Bank & Trust | 1,151 | $280.0K | 0.01% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,143 | $278.0K | 0.06% | −514−31.0% | Reduced |
| TD Private Client Wealth LLC | 1,136 | $276.2K | 0.01% | +82+7.8% | Added |
| Patton Albertson Miller Group, LLC | 1,108 | $269.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,104 | $269.0K | 0.05% | +9+0.8% | Added |
| Studio Investment Management LLC | 1,105 | $268.6K | 0.10% | +14+1.3% | Added |
| Snowden Capital Advisors LLC | 1,096 | $266.0K | 0.01% | −293−21.1% | Reduced |
| Sentry Investment Management LLC | 1,085 | $264.0K | 0.13% | 00.0% | Unchanged |
| Relaxing Retirement Coach | 1,088 | $264.0K | 0.12% | +1,088 | New |
| Bradley Foster & Sargent Inc | 1,076 | $262.0K | 0.01% | −372−25.7% | Reduced |
| Financial Consulate, Inc | 1,068 | $260.0K | 0.11% | +1,068 | New |
| Boothbay Fund Management, LLC | 1,052 | $256.0K | 0.01% | +130+14.1% | Added |
| RFG Advisory, LLC | 956 | $255.0K | 0.01% | −39−3.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,043 | $254.0K | 0.01% | −291−21.8% | Reduced |
| Broadleaf Partners, LLC | 1,040 | $253.0K | 0.11% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,038 | $252.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,033 | $251.0K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 1,013 | $246.0K | 0.01% | −41−3.9% | Reduced |
| Conning Inc. | 1,003 | $244.0K | 0.01% | −89−8.2% | Reduced |
| Hutner Capital Management Inc | 1,005 | $244.0K | 0.17% | −10−1.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,000 | $243.0K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $243.0K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 985 | $240.0K | 0.03% | +67+7.3% | Added |
| Aaron Wealth Advisors | 978 | $238.0K | 0.04% | +178+22.3% | Added |
| Lincoln National Corp | 965 | $235.0K | 0.01% | +15+1.6% | Added |
| Lido Advisors, LLC | 966 | $234.0K | 0.00% | −986−50.5% | Reduced |
| West Family Investments, Inc. | 964 | $234.0K | 0.10% | −82−7.8% | Reduced |
| Schechter Investment Advisors, LLC | 957 | $233.0K | 0.02% | −86−8.2% | Reduced |
| Zions Bancorporation, N.A. | 959 | $233.0K | 0.02% | −66−6.4% | Reduced |
| Shearwater Capital LLC | 960 | $233.0K | 0.27% | +2+0.2% | Added |
| Baxter Bros Inc | 949 | $231.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 952 | $231.0K | 0.19% | +952 | New |
| Advisors Asset Management, Inc. | 947 | $230.0K | 0.00% | −431−31.3% | Reduced |
| Pettee Investors, Inc. | 946 | $230.0K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 929 | $226.0K | 0.03% | −54−5.5% | Reduced |
| Coastal Investment Advisors, Inc. | 919 | $223.0K | 0.06% | +97+11.8% | Added |
| Itau Unibanco Holding S.A. | 919 | $223.0K | 0.01% | +919 | New |
| Jump Financial, LLC | 906 | $220.0K | 0.01% | +906 | New |
| Summit Financial, LLC | 896 | $217.9K | 0.02% | +72+8.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 892 | $217.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 892 | $216.9K | 0.00% | +892 | New |
| Sandy Spring Bank | 887 | $216.0K | 0.01% | −255−22.3% | Reduced |
| Red Wave Investments LLC | 890 | $216.0K | 0.09% | +10+1.1% | Added |
| Penserra Capital Management LLC | 889 | $216.0K | 0.01% | +22+2.5% | Added |
| Pitcairn Co | 888 | $216.0K | 0.02% | +63+7.6% | Added |
| Axiom Financial Strategies, LLC | 884 | $215.0K | 0.11% | 00.0% | Unchanged |
| Paloma Partners Management Co | 885 | $215.0K | 0.04% | +885 | New |
| Abbrea Capital, LLC | 880 | $214.0K | 0.04% | +100+12.8% | Added |
| Abacus Planning Group, Inc. | 876 | $213.0K | 0.06% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 869 | $211.0K | 0.27% | −85−8.9% | Reduced |
| Roanoke Asset Management Corp | 866 | $211.0K | 0.10% | 00.0% | Unchanged |
| Synovus Financial Corp | 868 | $211.0K | 0.00% | +18+2.1% | Added |
| Gilbert & Cook, Inc. | 822 | $211.0K | 0.05% | +206+33.4% | Added |
| Orion Portfolio Solutions, LLC | 864 | $210.0K | 0.01% | +864 | New |
| Flagship Harbor Advisors, LLC | 861 | $209.0K | 0.02% | −22−2.5% | Reduced |
| Doyle Wealth Management | 858 | $209.0K | 0.02% | 00.0% | Unchanged |
| 55I, LLC | 859 | $209.0K | 0.01% | +859 | New |
| Gsa Capital Partners LLP | 854 | $208.0K | 0.03% | +854 | New |
| Parallax Volatility Advisers, L.P. | 847 | $206.0K | 0.00% | +556+191.1% | Added |
| Ellevest, Inc. | 842 | $205.0K | 0.02% | −84−9.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 839 | $204.0K | 0.12% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 834 | $203.0K | 0.03% | +834 | New |
| Sustainable Insight Capital Management, LLC | 826 | $201.0K | 0.23% | −274−24.9% | Reduced |
| Valeo Financial Advisors, LLC | 828 | $201.0K | 0.01% | −2−0.2% | Reduced |
| Baldwin Brothers Inc | 815 | $198.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 800 | $194.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 797 | $194.0K | 0.04% | +114+16.7% | Added |
| EverSource Wealth Advisors, LLC | 774 | $189.0K | 0.04% | +105+15.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 579 | $189.0K | 0.03% | +579 | New |
| FourThought Financial, LLC | 757 | $184.0K | 0.03% | −3−0.4% | Reduced |
| Castleview Partners, LLC | 714 | $174.0K | 0.17% | −1,815−71.8% | Reduced |
| Caldwell Trust Co | 660 | $160.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 642 | $156.0K | 0.15% | −173−21.2% | Reduced |
| FinTrust Capital Advisors, LLC | 634 | $156.0K | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 641 | $156.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 631 | $153.3K | 0.01% | −289−31.4% | Reduced |
| Clear Street Markets LLC | 623 | $151.0K | 0.03% | +286+84.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 600 | $146.0K | 0.05% | +600 | New |
| First Horizon Advisors, Inc. | 577 | $139.0K | 0.01% | −251−30.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 534 | $130.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 504 | $123.0K | 0.02% | +15+3.1% | Added |
| Close Asset Management Ltd | 500 | $122.0K | 0.01% | −210,200−99.8% | Reduced |
| Alta Advisers Ltd | 500 | $122.0K | 0.08% | +500 | New |