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; 1,415 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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 1,389 | $387.0K | 0.06% | +1,389 | New |
| Argyle Capital Management Inc. | 1,400 | $390.1K | 0.13% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,403 | $391.0K | 0.20% | +102+7.8% | Added |
| Zeke Capital Advisors, LLC | 1,409 | $392.6K | 0.03% | +1,409 | New |
| Boothbay Fund Management, LLC | 1,414 | $394.0K | 0.01% | +362+34.4% | Added |
| DDD Partners, LLC | 1,417 | $394.8K | 0.06% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,444 | $402.3K | 0.01% | +40+2.8% | Added |
| Brave Asset Management Inc | 1,458 | $406.2K | 0.14% | 00.0% | Unchanged |
| Proequities, Inc. | 1,463 | $407.6K | 0.03% | +1+0.1% | Added |
| Two Sigma Securities, LLC | 1,485 | $413.8K | 0.06% | +1,485 | New |
| Charter Trust Co | 1,488 | $414.6K | 0.03% | +1,488 | New |
| Borer Denton & Associates, Inc. | 1,500 | $417.9K | 0.19% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 1,500 | $418.0K | 0.03% | −115−7.1% | Reduced |
| Personal Capital Advisors Corp | 1,530 | $426.3K | 0.00% | −2−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 1,362 | $427.9K | 0.14% | +75+5.8% | Added |
| RMB Capital Management, LLC | 1,544 | $430.2K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,559 | $434.4K | 0.01% | −23,140−93.7% | Reduced |
| Spinnaker Trust | 1,585 | $442.0K | 0.03% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,607 | $447.0K | 0.08% | −3,413−68.0% | Reduced |
| Horizon Investments, LLC | 1,635 | $456.0K | 0.01% | +1,635 | New |
| HB Wealth Management, LLC | 1,642 | $457.5K | 0.01% | +375+29.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,653 | $461.0K | 0.02% | −94−5.4% | Reduced |
| Evergreen Capital Management LLC | 1,657 | $461.7K | 0.02% | −342−17.1% | Reduced |
| Choate Investment Advisors | 1,663 | $463.3K | 0.03% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,674 | $466.3K | 0.10% | −799−32.3% | Reduced |
| XTX Topco Ltd | 1,678 | $467.5K | 0.10% | +1,678 | New |
| Walter & Keenan Financial Consulting Co | 1,680 | $468.1K | 0.18% | 00.0% | Unchanged |
| ING Groep NV | 1,688 | $470.3K | 0.00% | −1,520−47.4% | Reduced |
| Moody National Bank Trust Division | 1,703 | $474.0K | 0.04% | −896−34.5% | Reduced |
| Dodge & Cox | 1,702 | $474.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,711 | $477.0K | 0.05% | −2,106−55.2% | Reduced |
| Key Financial Inc | 1,970 | $478.9K | 0.23% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,726 | $480.9K | 0.10% | +123+7.7% | Added |
| Fund Management at Engine No. 1 LLC | 1,734 | $483.1K | 0.12% | +217+14.3% | Added |
| High Net Worth Advisory Group LLC | 1,744 | $485.9K | 0.19% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,743 | $486.0K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,762 | $490.9K | 0.06% | +569+47.7% | Added |
| Castle Rock Wealth Management, LLC | 1,543 | $491.0K | 0.22% | −165−9.7% | Reduced |
| Morris Financial Concepts, Inc. | 1,765 | $491.8K | 0.40% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,816 | $506.0K | 0.03% | +52+2.9% | Added |
| Trust Asset Management LLC | 1,817 | $506.3K | 0.06% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,821 | $507.0K | 0.04% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,820 | $507.0K | 0.65% | +198+12.2% | Added |
| NorthCrest Asset Manangement, LLC | 1,826 | $509.0K | 0.03% | +656+56.1% | Added |
| Veriti Management LLC | 1,844 | $513.8K | 0.07% | +171+10.2% | Added |
| Parallel Advisors, LLC | 1,847 | $514.8K | 0.02% | −132−6.7% | Reduced |
| Azzad Asset Management Inc | 1,854 | $516.4K | 0.08% | −3,006−61.9% | Reduced |
| Balentine LLC | 1,860 | $518.2K | 0.02% | +318+20.6% | Added |
| Islay Capital Management, LLC | 1,870 | $521.0K | 0.60% | −179−8.7% | Reduced |
| Fishman Jay A Ltd | 1,875 | $522.4K | 0.07% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,884 | $524.9K | 0.22% | −113−5.7% | Reduced |
| Riversedge Advisors, LLC | 1,912 | $532.7K | 0.17% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,925 | $536.3K | 0.56% | +1,925 | New |
| Great Lakes Retirement, Inc. | 1,937 | $539.6K | 0.14% | +1,937 | New |
| Panagora Asset Management Inc | 1,938 | $540.0K | 0.00% | −162−7.7% | Reduced |
| Oak Harvest Investment Services | 1,952 | $543.9K | 0.14% | +691+54.8% | Added |
| Cigna Investments Inc | 1,981 | $552.0K | 0.12% | +1+0.1% | Added |
| Quantinno Capital Management LP | 1,982 | $552.0K | 0.04% | +194+10.9% | Added |
| Stonebridge Capital Management Inc | 2,000 | $557.0K | 0.27% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $557.2K | 0.43% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 2,005 | $558.6K | 0.15% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,054 | $572.3K | 0.05% | +2,054 | New |
| J.W. Cole Advisors, Inc. | 2,066 | $575.7K | 0.04% | +316+18.1% | Added |
| Red Cedar Capital, LLC | 2,070 | $577.0K | 0.37% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,076 | $578.4K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,152 | $599.6K | 0.06% | −208−8.8% | Reduced |
| Patriot Investment Management Inc. | 1,890 | $604.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,394 | $610.5K | 0.01% | −672−21.9% | Reduced |
| Personal Cfo Solutions, LLC | 2,196 | $611.8K | 0.13% | +472+27.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,199 | $612.7K | 0.01% | −405−15.6% | Reduced |
| Bartlett & Co. LLC | 2,199 | $613.0K | 0.01% | −405−15.6% | Reduced |
| MAI Capital Management | 2,206 | $614.6K | 0.01% | −82−3.6% | Reduced |
| PFG Advisors | 2,208 | $615.2K | 0.06% | −130−5.6% | Reduced |
| DoubleLine ETF Adviser LP | 2,226 | $620.2K | 0.32% | +2,226 | New |
| Ameritas Investment Partners, Inc. | 1,942 | $621.8K | 0.02% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,250 | $626.9K | 0.23% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,327 | $648.3K | 0.24% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,685 | $652.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,670 | $652.2K | 0.07% | +195+13.2% | Added |
| CWM, LLC | 2,384 | $664.0K | 0.00% | +3+0.1% | Added |
| Brown Brothers Harriman & Co | 2,388 | $665.3K | 0.01% | −143,490−98.4% | Reduced |
| Unigestion Holding SA | 2,355 | $666.3K | 0.04% | −1,317−35.9% | Reduced |
| Cavalier Investments, LLC | 2,396 | $667.6K | 0.24% | −154−6.0% | Reduced |
| Raymond James Trust N.A. | 2,407 | $670.0K | 0.02% | +48+2.0% | Added |
| Cozad Asset Management Inc | 2,420 | $674.3K | 0.09% | −420−14.8% | Reduced |
| Accretive Wealth Partners, LLC | 2,442 | $680.5K | 0.47% | +91+3.9% | Added |
| Coldstream Capital Management Inc | 2,446 | $681.4K | 0.02% | +2,446 | New |
| Whittier Trust Co | 2,446 | $681.5K | 0.01% | −6−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,472 | $688.8K | 0.01% | −847−25.5% | Reduced |
| Credential Qtrade Securities Inc. | 2,478 | $690.4K | 0.05% | +556+28.9% | Added |
| Parallax Volatility Advisers, L.P. | 2,498 | $696.0K | 0.02% | +1,651+194.9% | Added |
| Gofen & Glossberg LLC | 2,505 | $698.0K | 0.02% | +201+8.7% | Added |
| Triangle Securities Wealth Management | 2,527 | $704.1K | 0.26% | −438−14.8% | Reduced |
| Delta Investment Management, LLC | 2,529 | $704.8K | 0.23% | −2,553−50.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,563 | $714.1K | 0.01% | −146−5.4% | Reduced |
| Capital Analysts, LLC | 2,590 | $722.0K | 0.04% | −106−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,599 | $724.1K | 0.02% | +112+4.5% | Added |
| Bridges Investment Management Inc | 2,600 | $724.4K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,607 | $726.2K | 0.02% | +440+20.3% | Added |
| Park Avenue Securities LLC | 2,614 | $728.0K | 0.01% | +116+4.6% | Added |