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Livermore
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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 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
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ4 2022: $47.4B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$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
InstitutionSharesValue% of portfolioChange in sharesAction
Carolinas Wealth Consulting LLC198$55.3K0.01%+24+13.8%Added
Center for Financial Planning, Inc.199$55.4K0.01%−26−11.6%Reduced
Deseret Mutual Benefit Administrators200$55.7K0.02%−164−45.1%Reduced
Geneos Wealth Management Inc.200$55.7K0.00%−100−33.3%Reduced
Edmond de Rothschild Holding S.A.200$55.7K0.00%00.0%Unchanged
M&R Capital Management Inc200$55.7K0.02%00.0%Unchanged
MB, Levis & Associates, LLC200$55.7K0.04%+200New
Private Trust Co NA209$58.0K0.01%−32−13.3%Reduced
Spire Wealth Management216$60.0K0.00%+18+9.1%Added
MinichMacGregor Wealth Management, LLC216$60.2K0.02%+216New
Coston, McIsaac & Partners231$64.0K0.02%+1+0.4%Added
Arlington Partners LLC230$64.1K0.01%+107+87.0%Added
Sound Income Strategies, LLC232$64.6K0.01%+232New
SkyView Investment Advisors, LLC232$65.0K0.02%+11+5.0%Added
Headlands Technologies LLC241$67.0K0.05%+241New
North Star Investment Management Corp.244$68.0K0.01%+4+1.7%Added
KB Financial Partners, LLC249$69.0K0.02%+33+15.3%Added
Kistler-Tiffany Companies, LLC250$69.7K0.01%00.0%Unchanged
Madden Securities Corp250$69.7K0.04%+250New
Benjamin F. Edwards & Company, Inc.263$73.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC264$73.6K0.02%−47−15.1%Reduced
CoreCap Advisors, LLC264$73.6K0.01%+264New
Resources Management Corp266$74.0K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC267$74.4K0.02%+267New
Ronald Blue Trust, Inc.317$77.0K0.00%+191+151.6%Added
Parkside Financial Bank & Trust281$78.3K0.02%00.0%Unchanged
Your Advocates Ltd., LLP300$83.6K0.05%00.0%Unchanged
Salem Investment Counselors Inc303$84.4K0.00%00.0%Unchanged
South State Corp.305$85.0K0.01%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd317$88.0K0.07%−6−1.9%Reduced
Quent Capital, LLC321$89.7K0.02%−30−8.5%Reduced
Livforsakringsbolaget Skandia, Omsesidigt322$89.7K0.01%00.0%Unchanged
JNBA Financial Advisors325$90.6K0.01%00.0%Unchanged
Romano Brothers and Company325$90.6K0.01%+325New
CVA Family Office, LLC330$91.9K0.02%+100+43.5%Added
Grove Bank & Trust334$93.0K0.02%+334New
BerganKDV Wealth Management, LLC356$99.2K0.01%+6+1.7%Added
Pacer Advisors, Inc.363$101.1K0.00%+41+12.7%Added
Harbour Investments, Inc.395$110.1K0.01%−19−4.6%Reduced
Manchester Capital Management LLC422$117.6K0.02%−2−0.5%Reduced
Byrne Asset Management LLC–$119.7K0.09%–New
Massmutual Trust Co FSB445$124.0K0.01%−28−5.9%Reduced
Allworth Financial LP447$124.5K0.00%+139+45.1%Added
TFC Financial Management447$124.5K0.04%+219+96.1%Added
Lindbrook Capital, LLC451$125.7K0.02%+96+27.0%Added
Farther Finance Advisors, LLC466$129.8K0.05%+466New
Desjardins Global Asset Management Inc.480$133.0K0.02%+14+3.0%Added
TCI Wealth Advisors, Inc.487$135.7K0.02%−17−3.4%Reduced
Atticus Wealth Management, LLC490$136.5K0.06%+233+90.7%Added
EverSource Wealth Advisors, LLC495$137.8K0.02%−279−36.0%Reduced
Alta Advisers Ltd500$139.0K0.08%00.0%Unchanged
Close Asset Management Ltd500$139.0K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC619$172.5K0.13%−333−35.0%Reduced
EWG Elevate Inc.623$173.6K0.09%+623New
Compagnie Lombard Odier SCmA623$174.0K0.00%+398+176.9%Added
FinTrust Capital Advisors, LLC634$176.6K0.04%00.0%Unchanged
Addison Advisors LLC639$178.0K0.11%+549+610.0%Added
First Horizon Advisors, Inc.641$178.6K0.01%+64+11.1%Added
Riverview Trust Co642$179.0K0.17%00.0%Unchanged
Caldwell Trust Co660$183.9K0.03%00.0%Unchanged
Magellan Asset Management Ltd670$186.7K0.00%−1,054−61.1%Reduced
JTC Employer Solutions Trusteee Ltd579$189.0K0.02%00.0%Unchanged
Gladstone Institutional Advisory LLC719$200.3K0.01%+719New
Carson Advisory Inc.720$200.6K0.19%+720New
McLean Asset Management Corp720$200.7K0.07%+720New
White Knight Strategic Wealth Advisors, LLC720$201.0K0.28%+720New
Sandy Spring Bank729$203.1K0.01%−158−17.8%Reduced
Buckingham Strategic Wealth, LLC730$203.4K0.00%+730New
CX Institutional730$203.4K0.01%+730New
Mayfair Advisory Group, LLC700$203.6K0.26%+700New
United Capital Financial Advisers, LLC732$203.9K0.00%+732New
Tilt Investment Management Holdings, PBC732$203.9K0.17%+732New
Clifford Swan Investment Counsel LLC733$204.2K0.01%+733New
Pendal Group Limited738$205.6K0.00%+738New
Advisors Asset Management, Inc.741$206.5K0.00%−206−21.8%Reduced
Silvia McColl Wealth Management, LLC742$206.7K0.20%+742New
FourThought Financial Partners, LLC757$210.9K0.03%+757New
YorkBridge Wealth Partners, LLC767$213.7K0.05%+767New
Birch Hill Investment Advisors LLC770$214.5K0.01%+770New
LGT Fund Management Co Ltd.770$214.5K0.09%+770New
Kathmere Capital Management, LLC775$215.9K0.04%+775New
Castleview Partners, LLC779$217.0K0.21%+65+9.1%Added
Fenimore Asset Management Inc787$219.0K0.01%+787New
BSW Wealth Partners786$219.0K0.05%+786New
GSB Wealth Management, LLC788$219.6K0.08%+788New
Atwood & Palmer Inc800$222.9K0.02%00.0%Unchanged
Woodmont Investment Counsel LLC800$222.9K0.03%+800New
626 Financial, LLC800$222.9K0.15%+800New
Capital Advisors, Ltd. LLC808$225.0K0.04%+11+1.4%Added
Fort Point Capital Partners LLC809$225.4K0.04%+809New
HCR Wealth Advisors812$226.2K0.05%+812New
Stokes Family Office, LLC812$226.2K0.03%+812New
Texas Capital Bank Wealth Management Services Inc814$226.8K0.03%−20−2.4%Reduced
Baldwin Brothers Inc815$227.1K0.02%00.0%Unchanged
GWM Advisors LLC3,530$227.4K0.01%−355−9.1%Reduced
Aaron Wealth Advisors818$227.9K0.03%−160−16.4%Reduced
Ascent Group, LLC819$228.2K0.03%+819New
Busey Wealth Management824$229.6K0.01%+824New
Acrisure Capital Management, LLC828$230.7K0.26%+828New
Penserra Capital Management LLC832$231.0K0.01%−57−6.4%Reduced