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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American National Bank | 833 | $232.0K | 0.05% | +790+1,837.2% | Added |
| Nomura Holdings Inc | 835 | $232.0K | 0.00% | +835 | New |
| Carmichael Hill & Associates, Inc. | 839 | $233.8K | 0.13% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 850 | $236.8K | 0.04% | +28+3.4% | Added |
| Summit Financial, LLC | 852 | $237.4K | 0.02% | −44−4.9% | Reduced |
| Pitcairn Co | 859 | $239.3K | 0.02% | −29−3.3% | Reduced |
| Synovus Financial Corp | 861 | $239.9K | 0.00% | −7−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 862 | $240.0K | 0.02% | −3,008−77.7% | Reduced |
| First Foundation Advisors | 862 | $240.2K | 0.01% | +862 | New |
| Flagship Harbor Advisors, LLC | 864 | $240.6K | 0.02% | +3+0.3% | Added |
| 4J Wealth Management LLC | 864 | $240.8K | 0.28% | −5−0.6% | Reduced |
| Sunflower Bank, N.A. | 864 | $241.0K | 0.05% | −279−24.4% | Reduced |
| Roanoke Asset Management Corp | 866 | $241.0K | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 868 | $241.9K | 0.01% | +868 | New |
| Crestmont Private Wealth LLC | 871 | $242.7K | 0.17% | +871 | New |
| Abacus Planning Group, Inc. | 876 | $244.1K | 0.07% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 606 | $244.9K | 0.13% | +606 | New |
| Abbrea Capital, LLC | 880 | $245.2K | 0.04% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 892 | $248.6K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 900 | $251.0K | 0.17% | −300−25.0% | Reduced |
| Point72 Middle East FZE | 902 | $251.3K | 0.02% | +902 | New |
| Coastal Investment Advisors, Inc. | 919 | $256.1K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 922 | $256.8K | 0.02% | −35−3.7% | Reduced |
| Snowden Capital Advisors LLC | 925 | $257.7K | 0.01% | −171−15.6% | Reduced |
| D.A. Davidson & Co. | 928 | $258.7K | 0.00% | +928 | New |
| Auto-Owners Insurance Co | 933 | $260.0K | 0.01% | +933 | New |
| Federated Hermes, Inc. | 936 | $260.8K | 0.00% | −260−21.7% | Reduced |
| Baxter Bros Inc | 949 | $264.0K | 0.04% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 946 | $264.0K | 0.13% | 00.0% | Unchanged |
| Shearwater Capital LLC | 962 | $268.0K | 0.27% | +2+0.2% | Added |
| Wolverine Trading, LLC | 988 | $275.0K | 0.00% | −3,569−78.3% | Reduced |
| Wedmont Private Capital | 950 | $275.2K | 0.04% | +950 | New |
| Conning Inc. | 990 | $275.8K | 0.01% | −13−1.3% | Reduced |
| Hutner Capital Management Inc | 990 | $275.8K | 0.17% | −15−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 994 | $277.0K | 0.04% | −205−17.1% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $278.5K | 0.01% | +1,000 | New |
| Beese Fulmer Investment Management, Inc. | 1,000 | $278.6K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $279.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 1,013 | $282.2K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,019 | $283.9K | 0.02% | +1,019 | New |
| Dorsey & Whitney Trust CO LLC | 1,021 | $284.5K | 0.03% | +36+3.7% | Added |
| Bradley Foster & Sargent Inc | 1,030 | $287.0K | 0.01% | −46−4.3% | Reduced |
| Cornerstone Advisory, LLC | 1,035 | $288.4K | 0.06% | +2+0.2% | Added |
| Orion Portfolio Solutions, LLC | 1,040 | $289.8K | 0.01% | +176+20.4% | Added |
| Broadleaf Partners, LLC | 1,040 | $290.0K | 0.11% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,043 | $290.6K | 0.02% | +5+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 1,044 | $290.9K | 0.01% | +1+0.1% | Added |
| Avantax Advisory Services, Inc. | 1,048 | $292.0K | 0.00% | −434−29.3% | Reduced |
| Boltwood Capital Management | 1,050 | $292.6K | 0.12% | −100−8.7% | Reduced |
| Sentry Investment Management LLC | 1,050 | $293.0K | 0.13% | −35−3.2% | Reduced |
| Quadrant Capital Group LLC | 1,056 | $294.2K | 0.03% | +127+13.7% | Added |
| Atria Wealth Solutions, Inc. | 1,064 | $296.5K | 0.00% | +172+19.3% | Added |
| NorthRock Partners, LLC | 1,064 | $296.6K | 0.03% | +1,064 | New |
| IFP Advisors, Inc | 3,240 | $297.0K | 0.01% | −203−5.9% | Reduced |
| Zions Bancorporation, N.A. | 1,072 | $298.7K | 0.02% | +113+11.8% | Added |
| Relaxing Retirement Coach | 1,088 | $303.1K | 0.11% | 00.0% | Unchanged |
| RFG Advisory, LLC | 939 | $304.5K | 0.02% | −17−1.8% | Reduced |
| Financial Consulate, Inc | 1,096 | $305.3K | 0.11% | +28+2.6% | Added |
| Ellevest, Inc. | 1,097 | $305.7K | 0.03% | +255+30.3% | Added |
| Paradigm Asset Management Co LLC | 1,100 | $306.5K | 0.09% | +1,100 | New |
| Patton Albertson Miller Group, LLC | 1,108 | $308.7K | 0.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,115 | $310.7K | 0.01% | −36−3.1% | Reduced |
| International Assets Investment Management, LLC | 1,118 | $311.5K | 0.03% | +1,118 | New |
| Invictus Private Wealth, LLC | 1,140 | $317.6K | 0.04% | +1,140 | New |
| Regal Investment Advisors LLC | 1,141 | $318.0K | 0.03% | −166−12.7% | Reduced |
| TownSquare Capital, LLC | 1,147 | $319.6K | 0.01% | +1,147 | New |
| Connectus Wealth, LLC | 1,151 | $321.4K | 0.01% | −3−0.3% | Reduced |
| Studio Investment Management LLC | 1,158 | $322.6K | 0.10% | +53+4.8% | Added |
| Advisory Services Network, LLC | 1,160 | $323.2K | 0.01% | −653−36.0% | Reduced |
| Virtu Financial LLC | 1,175 | $327.0K | 0.04% | +1,175 | New |
| Tributary Capital Management, LLC | 1,190 | $332.0K | 0.03% | −25−2.1% | Reduced |
| Webster Bank, N. A. | 1,200 | $334.0K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,199 | $334.1K | 0.02% | +371+44.8% | Added |
| Linden Thomas Advisory Services, LLC | 1,199 | $334.1K | 0.09% | +1,199 | New |
| Cross Staff Investments Inc | 1,200 | $334.3K | 0.35% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,210 | $337.2K | 0.06% | −51−4.0% | Reduced |
| Oppenheimer & Co Inc | 1,212 | $337.7K | 0.01% | −136−10.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,217 | $339.0K | 0.09% | +1,211+20,183.3% | Added |
| Lincoln National Corp | 1,226 | $341.6K | 0.01% | +261+27.0% | Added |
| Mark Stevens | 1,240 | $345.0K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,239 | $345.0K | 0.07% | +616+98.9% | Added |
| Checchi Capital Advisers, LLC | 1,240 | $345.5K | 0.04% | −2−0.2% | Reduced |
| Verdence Capital Advisors LLC | 1,240 | $345.6K | 0.04% | −1,089−46.8% | Reduced |
| Leonteq Securities AG | 1,242 | $346.0K | 0.02% | −202−14.0% | Reduced |
| Savant Capital, LLC | 1,242 | $346.1K | 0.01% | +90+7.8% | Added |
| Maple Capital Management, Inc. | 1,253 | $349.1K | 0.05% | +7+0.6% | Added |
| TD Private Client Wealth LLC | 1,253 | $349.1K | 0.02% | +117+10.3% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $351.0K | 0.19% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,260 | $351.1K | 0.02% | −580−31.5% | Reduced |
| Bank of the West | 1,261 | $351.3K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,261 | $351.3K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,285 | $358.0K | 0.00% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,285 | $358.0K | 0.16% | +1,285 | New |
| J. W. Coons Advisors, LLC | 1,300 | $362.2K | 0.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,207 | $363.8K | 0.02% | +181+6.0% | Added |
| Legacy Private Trust Co. | 1,314 | $366.1K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,328 | $370.1K | 0.02% | +59+4.6% | Added |
| Sawtooth Solutions, LLC | 1,336 | $372.4K | 0.05% | +128+10.6% | Added |
| Penobscot Investment Management Company, Inc. | 1,357 | $378.1K | 0.07% | −360−21.0% | Reduced |
| Argent Trust Co | 1,359 | $378.6K | 0.03% | −78−5.4% | Reduced |