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 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, Q4 2022

Institutional positions in Moodys Corp as of Dec 31, 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: 966; +53 vs. Q3 2022
Shares held: 170.3M; +2.18M (+1.3%) vs. Q3 2022
Total value: $47.4B; +$6.70B (+16.4%) vs. Q3 2022
New holders: 130; 321 more added
Sold out: 77; 347 more reduced

24 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 966 institutions

Value heldQ4 2022: $47.4B

Institutions holding MCO and their total value by quarter
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, Q4 2022

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q3 2022.

Institutions holding MCO in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Creative Capital Management Investments LLC	1	$0	0.00%	+1	New
Delos Wealth Advisors, LLC	1	$279	0.00%	00.0%	Unchanged
Hollencrest Capital Management	1	$279	0.00%	+1	New
Spartan Planning & Wealth Management	1	$279	0.00%	+1	New
JJJ Advisors Inc.	1	$312	0.00%	00.0%	Unchanged
Gradient Investments LLC	2	$557	0.00%	−3−60.0%	Reduced
Lee Financial Co	2	$557	0.00%	00.0%	Unchanged
PSI Advisors, LLC	3	$836	0.00%	00.0%	Unchanged
Concord Wealth Partners	3	$836	0.00%	+3	New
Ancora Advisors, LLC	2	$1.00K	0.00%	+2	New
Global Financial Private Client, LLC	4	$1.11K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	5	$1.38K	0.00%	+5	New
Wolff Wiese Magana LLC	5	$1.39K	0.00%	+2+66.7%	Added
My Personal CFO, LLC	5	$1.39K	0.00%	+5	New
Stonebridge Capital Advisors LLC	5	$1.40K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	6	$1.67K	0.00%	00.0%	Unchanged
Washington Trust Co	6	$1.67K	0.00%	−30−83.3%	Reduced
Highline Wealth Partners LLC	6	$1.67K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	6	$1.67K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	6	$1.67K	0.00%	+6	New
Hanson & Doremus Investment Management	7	$2.00K	0.00%	+7	New
Old North State Trust, LLC	6	$2.00K	0.00%	+6	New
Aspire Private Capital, LLC	8	$2.23K	0.00%	00.0%	Unchanged
Motco	9	$2.51K	0.00%	00.0%	Unchanged
Colonial Trust Advisors	9	$2.51K	0.00%	+9	New
Clean Yield Group	10	$2.79K	0.00%	00.0%	Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	10	$3.00K	0.03%	−10−50.0%	Reduced
Disciplined Investments, LLC	11	$3.06K	0.00%	−1−8.3%	Reduced
SJS Investment Consulting Inc.	11	$3.06K	0.00%	+7+175.0%	Added
Lumature Wealth Partners, LLC	12	$3.34K	0.00%	00.0%	Unchanged
Private Ocean, LLC	14	$3.90K	0.00%	+14	New
Sierra Capital LLC	15	$4.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	16	$4.00K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	15	$4.18K	0.00%	00.0%	Unchanged
Money Concepts Capital Corp	16	$4.46K	0.00%	+7+77.8%	Added
Harbor Investment Advisory, LLC	16	$4.46K	0.00%	−2−11.1%	Reduced
Trustcore Financial Services, LLC	16	$4.46K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	17	$4.74K	0.00%	−1−5.6%	Reduced
Creative Financial Designs Inc	17	$4.77K	0.00%	00.0%	Unchanged
Investors Research Corp	22	$6.13K	0.00%	00.0%	Unchanged
Schubert & Co	22	$6.13K	0.01%	+3+15.8%	Added
Quarry LP	22	$6.13K	0.01%	+22	New
Bellwether Advisors, LLC	23	$6.41K	0.00%	+11+91.7%	Added
Fortis Capital Advisors, LLC	24	$6.69K	0.00%	+24	New
Abound Wealth Management	24	$6.69K	0.00%	+15+166.7%	Added
Legacy Bridge, LLC	25	$6.97K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	25	$6.97K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	28	$7.80K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	28	$7.80K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	30	$8.36K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	32	$8.92K	0.00%	00.0%	Unchanged
U.S. Capital Wealth Advisors, LLC	32	$8.92K	0.00%	+32	New
Logan Capital Management Inc	34	$9.47K	0.00%	00.0%	Unchanged
Vigilant Capital Management, LLC	36	$10.0K	0.00%	−84−70.0%	Reduced
Raleigh Capital Management Inc.	36	$10.1K	0.01%	+11+44.0%	Added
Eagle Bay Advisors LLC	38	$10.6K	0.01%	+9+31.0%	Added
Sutton Wealth Advisors Inc.	39	$10.9K	0.00%	−10−20.4%	Reduced
3Chopt Investment Partners, LLC	40	$11.1K	0.01%	+40	New
CIBC Private Wealth Group, LLC	44,847	$12.5K	0.00%	−1,482−3.2%	Reduced
Oakworth Capital, Inc.	45	$12.5K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	47	$13.0K	0.00%	00.0%	Unchanged
BDO Wealth Advisors, LLC	51	$14.2K	0.00%	−75−59.5%	Reduced
Hantz Financial Services, Inc.	55	$15.0K	0.00%	00.0%	Unchanged
Clearstead Advisors, LLC	55	$15.3K	0.00%	+25+83.3%	Added
Financial Management Professionals, Inc.	56	$16.0K	0.00%	−6−9.7%	Reduced
MV Capital Management, Inc.	60	$16.7K	0.00%	−33−35.5%	Reduced
Canada Pension Plan Investment Board	61	$17.0K	0.00%	−85,196−99.9%	Reduced
Wesleyan Assurance Society	60	$17.0K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	63	$17.6K	0.00%	−10−13.7%	Reduced
HWG Holdings LP	69	$19.0K	0.01%	00.0%	Unchanged
West Paces Advisors Inc.	75	$20.9K	0.01%	00.0%	Unchanged
Earnest Partners LLC	78	$21.7K	0.00%	00.0%	Unchanged
Resurgent Financial Advisors LLC	78	$21.7K	0.01%	+78	New
Core Alternative Capital	79	$22.0K	0.00%	+1+1.3%	Added
Ogorek Anthony Joseph	84	$23.0K	0.01%	00.0%	Unchanged
Atlas Capital Advisors LLC	86	$24.0K	0.00%	−80−48.2%	Reduced
Sugarloaf Wealth Management, LLC	87	$24.2K	0.01%	00.0%	Unchanged
Covestor Ltd	94	$26.0K	0.02%	−3−3.1%	Reduced
Jones Financial Companies LLLP	98	$27.0K	0.00%	+15+18.1%	Added
Loomis Sayles & Co L P	102	$28.0K	0.00%	−8−7.3%	Reduced
Compass Wealth Management LLC	102	$28.4K	0.01%	+102	New
City State Bank	106	$30.0K	0.02%	00.0%	Unchanged
First Pacific Advisors, LP	115	$32.0K	0.00%	−270−70.1%	Reduced
JFS Wealth Advisors, LLC	124	$34.5K	0.00%	−15−10.8%	Reduced
Farmers & Merchants Investments Inc	129	$35.9K	0.00%	00.0%	Unchanged
St Germain D J Co Inc	130	$36.2K	0.01%	+130	New
Global Retirement Partners, LLC	134	$37.3K	0.00%	+38+39.6%	Added
Bell Investment Advisors, Inc	136	$37.9K	0.01%	+14+11.5%	Added
Pinebridge Investments, L.P.	146	$40.7K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	154	$43.0K	0.01%	−1−0.6%	Reduced
Silvant Capital Management LLC	157	$43.7K	0.00%	00.0%	Unchanged
Seldon Capital LP	166	$46.3K	0.04%	00.0%	Unchanged
Exos TFP Holdings LLC	166	$46.3K	0.01%	+166	New
Accurate Wealth Management, LLC	157	$46.5K	0.02%	+157	New
Jackson, Grant Investment Advisers, Inc.	169	$47.1K	0.02%	00.0%	Unchanged
Centennial Bank	185	$51.5K	0.03%	+185	New
Belpointe Asset Management LLC	188	$52.4K	0.00%	+188	New
Cary Street Partners Asset Management LLC	192	$53.5K	0.01%	00.0%	Unchanged
Glassman Wealth Services	195	$54.3K	0.01%	−37−15.9%	Reduced
PEAK6 Investments LLC	197	$55.0K	0.00%	+194+6,466.7%	Added