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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 2,627 | $731.9K | 0.11% | −20,414−88.6% | Reduced |
| Balboa Wealth Partners | 2,629 | $732.5K | 0.33% | −1,923−42.2% | Reduced |
| Ropes Wealth Advisors LLC | 2,640 | $735.6K | 0.13% | +186+7.6% | Added |
| Central Trust Co | 2,641 | $735.8K | 0.02% | −4,704−64.0% | Reduced |
| Boston Private Wealth LLC | 2,645 | $737.1K | 0.01% | −150−5.4% | Reduced |
| Vident Investment Advisory, LLC | 2,653 | $739.2K | 0.03% | −4,026−60.3% | Reduced |
| Fortis Capital Management LLC | 2,665 | $742.6K | 0.55% | −85−3.1% | Reduced |
| Beacon Pointe Advisors, LLC | 2,678 | $746.1K | 0.01% | +462+20.8% | Added |
| Epoch Investment Partners, Inc. | 2,681 | $747.0K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,682 | $747.3K | 0.09% | +2,682 | New |
| Moloney Securities Asset Management, LLC | 2,696 | $751.2K | 0.17% | +3+0.1% | Added |
| Monte Financial Group, LLC | 2,697 | $751.3K | 0.39% | +325+13.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,709 | $754.8K | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,722 | $758.5K | 0.03% | +387+16.6% | Added |
| Washington Trust Advisors, Inc. | 2,735 | $762.0K | 0.08% | −215−7.3% | Reduced |
| Smithfield Trust Co | 2,733 | $763.0K | 0.05% | −107−3.8% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $764.0K | 0.16% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,748 | $765.0K | 0.04% | −9,737−78.0% | Reduced |
| Cornerstone Planning Group LLC | 2,449 | $766.6K | 0.32% | +2,449 | New |
| Rockefeller Capital Management L.P. | 2,760 | $768.0K | 0.00% | +62+2.3% | Added |
| Bahl & Gaynor Inc | 2,780 | $774.6K | 0.00% | +80+3.0% | Added |
| AIA Group Ltd | 2,790 | $777.4K | 0.05% | −395−12.4% | Reduced |
| Pinnacle Financial Partners Inc | 2,797 | $779.3K | 0.02% | −7,923−73.9% | Reduced |
| Clarius Group, LLC | 2,820 | $786.0K | 0.07% | +312+12.4% | Added |
| HM Payson & Co | 2,827 | $787.7K | 0.02% | −185−6.1% | Reduced |
| Rodgers Brothers Inc. | 2,861 | $797.2K | 0.16% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,892 | $806.0K | 0.01% | −8,611−74.9% | Reduced |
| Legacy Advisors, LLC | 2,928 | $815.8K | 0.15% | +531+22.2% | Added |
| Pegasus Partners Ltd. | 2,938 | $818.6K | 0.13% | +12+0.4% | Added |
| Umb Bank N A | 2,963 | $825.0K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,970 | $827.5K | 0.00% | −1,923−39.3% | Reduced |
| BlueMar Capital Management, LLC | 2,980 | $830.3K | 0.71% | +2,980 | New |
| Lazard Asset Management LLC | 2,991 | $832.0K | 0.00% | −3,947−56.9% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 3,000 | $835.9K | 0.30% | −2,000−40.0% | Reduced |
| Mystic Asset Management, Inc. | 3,000 | $835.9K | 0.48% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,027 | $843.5K | 0.00% | +102+3.5% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $864.8K | 0.21% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,120 | $869.3K | 0.12% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 3,149 | $877.0K | 0.08% | +97+3.2% | Added |
| Sendero Wealth Management, LLC | 3,148 | $877.1K | 0.31% | +1,603+103.8% | Added |
| Brave Warrior Advisors, LLC | 3,150 | $877.7K | 0.03% | +21+0.7% | Added |
| Signaturefd, LLC | 3,230 | $900.1K | 0.03% | −223−6.5% | Reduced |
| Exencial Wealth Advisors, LLC | 3,244 | $903.8K | 0.05% | +27+0.8% | Added |
| Whitford Management LLC | 3,248 | $905.0K | 0.58% | +3,248 | New |
| Hills Bank & Trust Co | 3,318 | $925.0K | 0.14% | −10.0% | Reduced |
| Bleakley Financial Group, LLC | 3,323 | $925.8K | 0.03% | +3,323 | New |
| Centiva Capital, LP | 3,360 | $936.2K | 0.08% | +686+25.7% | Added |
| Asset Management Group, Inc. | 3,364 | $937.3K | 0.22% | 00.0% | Unchanged |
| SeaTown Holdings Pte. Ltd. | 3,400 | $947.3K | 0.14% | +3,400 | New |
| Tower Research Capital LLC (TRC) | 3,448 | $961.0K | 0.04% | −15,498−81.8% | Reduced |
| Everence Capital Management Inc | 3,455 | $963.0K | 0.08% | +80+2.4% | Added |
| Apollon Wealth Management, LLC | 3,475 | $968.2K | 0.07% | +228+7.0% | Added |
| Thompson Siegel & Walmsley LLC | 3,500 | $975.0K | 0.02% | +3,500 | New |
| K.J. Harrison & Partners Inc | 2,619 | $988.3K | 0.19% | +2,619 | New |
| AQR Capital Management LLC | 3,556 | $990.0K | 0.00% | +130+3.8% | Added |
| Rockland Trust Co | 3,570 | $995.0K | 0.06% | +3,570 | New |
| Bessemer Group Inc | 3,633 | $1.01M | 0.00% | +393+12.1% | Added |
| Gotham Asset Management, LLC | 3,660 | $1.02M | 0.03% | −11,688−76.2% | Reduced |
| Clark Capital Management Group, Inc. | 3,665 | $1.02M | 0.01% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,679 | $1.02M | 0.51% | −21−0.6% | Reduced |
| Angeles Wealth Management, LLC | 3,696 | $1.03M | 0.18% | +5+0.1% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.04M | 0.47% | 00.0% | Unchanged |
| Assetmark, Inc | 3,733 | $1.04M | 0.00% | +155+4.3% | Added |
| AXS Investments LLC | 3,806 | $1.06M | 0.38% | +284+8.1% | Added |
| Williams Jones Wealth Management, LLC. | 3,863 | $1.08M | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 3,919 | $1.09M | 0.04% | +6+0.2% | Added |
| Redmond Asset Management, LLC | 3,926 | $1.09M | 0.39% | −66−1.7% | Reduced |
| Texas Yale Capital Corp. | 3,930 | $1.09M | 0.06% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,956 | $1.10M | 0.50% | +2,227+128.8% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.11M | 0.48% | 00.0% | Unchanged |
| Essex Savings Bank | 4,033 | $1.12M | 0.40% | −10.0% | Reduced |
| Motley Fool Asset Management LLC | 4,058 | $1.13M | 0.13% | −182−4.3% | Reduced |
| Baker Avenue Asset Management, LP | 4,154 | $1.16M | 0.07% | −15−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,161 | $1.16M | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,201 | $1.17M | 0.03% | +93+2.3% | Added |
| Equitable Trust Co | 4,235 | $1.18M | 0.09% | −405−8.7% | Reduced |
| Greenleaf Trust | 4,244 | $1.18M | 0.01% | −865−16.9% | Reduced |
| Cetera Advisors LLC | 4,247 | $1.18M | 0.02% | +4,247 | New |
| Empirical Finance, LLC | 4,258 | $1.19M | 0.12% | +330+8.4% | Added |
| IMS Capital Management | 4,275 | $1.19M | 0.76% | +20+0.5% | Added |
| TD Waterhouse Canada Inc. | 4,248 | $1.19M | 0.01% | −868−17.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,312 | $1.20M | 0.01% | +165+4.0% | Added |
| Impax Asset Management Group plc | 4,317 | $1.20M | 0.01% | −1,381−24.2% | Reduced |
| Toroso Investments, LLC | 4,332 | $1.21M | 0.05% | −980−18.4% | Reduced |
| Bokf, NA | 4,413 | $1.23M | 0.02% | −14−0.3% | Reduced |
| Bryn Mawr Trust Co | 4,423 | $1.23M | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,432 | $1.23M | 0.01% | +2,085+88.8% | Added |
| Empowered Funds, LLC | 4,477 | $1.25M | 0.08% | +377+9.2% | Added |
| Two Sigma Advisers, LP | 4,500 | $1.25M | 0.00% | +2,000+80.0% | Added |
| Citizens Financial Group Inc | 4,543 | $1.27M | 0.05% | +60+1.3% | Added |
| Rossmore Private Capital | 4,600 | $1.28M | 0.21% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,668 | $1.30M | 0.37% | +1,117+31.5% | Added |
| Blue Fin Capital, Inc. | 4,682 | $1.30M | 0.48% | −70−1.5% | Reduced |
| Marshall Financial Group LLC | 4,696 | $1.31M | 0.51% | +726+18.3% | Added |
| Keebeck Wealth Management, LLC | 4,748 | $1.32M | 0.23% | +61+1.3% | Added |
| MCF Advisors LLC | 4,774 | $1.33M | 0.14% | +1,960+69.7% | Added |
| Achmea Investment Management B.V. | 5,141 | $1.34M | 0.04% | 00.0% | Unchanged |
| Cypress Capital Group | 4,817 | $1.34M | 0.20% | −120−2.4% | Reduced |
| Ingalls & Snyder LLC | 4,886 | $1.36M | 0.07% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,921 | $1.37M | 0.69% | −50−1.0% | Reduced |