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 |
|---|---|---|---|---|---|
| Quest Investment Management LLC | 4,922 | $1.37M | 0.17% | +659+15.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,938 | $1.38M | 0.04% | −924−15.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.38M | 0.42% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 4,998 | $1.39M | 0.49% | +4,998 | New |
| Legato Capital Management LLC | 5,044 | $1.41M | 0.27% | +5,044 | New |
| Autus Asset Management, LLC | 5,062 | $1.41M | 0.25% | +5,062 | New |
| Arete Wealth Advisors, LLC | 5,063 | $1.41M | 0.13% | −345−6.4% | Reduced |
| Andra AP-fonden | 5,100 | $1.42M | 0.04% | −11,100−68.5% | Reduced |
| Huntington National Bank | 5,159 | $1.44M | 0.01% | −29−0.6% | Reduced |
| CIBC World Markets Inc. | 5,185 | $1.45M | 0.01% | −4,450−46.2% | Reduced |
| Metis Global Partners, LLC | 5,242 | $1.46M | 0.13% | +2,854+119.5% | Added |
| Brinker Capital Investments, LLC | 5,265 | $1.47M | 0.03% | −39−0.7% | Reduced |
| Naples Global Advisors, LLC | 5,292 | $1.47M | 0.19% | −15−0.3% | Reduced |
| Oribel Capital Management, LP | 5,400 | $1.50M | 0.35% | +5,400 | New |
| Cetera Advisor Networks LLC | 5,449 | $1.52M | 0.01% | +4,067+294.3% | Added |
| SYSTM Wealth Solutions LLC | 5,629 | $1.57M | 0.19% | +5,629 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,655 | $1.58M | 0.14% | 00.0% | Unchanged |
| Allstate Corp | 5,659 | $1.58M | 0.05% | +181+3.3% | Added |
| Allstate Investment Management Co | 5,659 | $1.58M | 0.05% | +5,659 | New |
| Saturna Capital CORP | 5,695 | $1.59M | 0.03% | +6+0.1% | Added |
| Roundview Capital LLC | 5,763 | $1.61M | 0.18% | +67+1.2% | Added |
| Telemus Capital, LLC | 5,546 | $1.61M | 0.15% | +161+3.0% | Added |
| Mercer Global Advisors Inc | 5,781 | $1.61M | 0.01% | +28+0.5% | Added |
| Change Path, LLC | 5,790 | $1.61M | 0.09% | +45+0.8% | Added |
| Transcend Wealth Collective, LLC | 5,809 | $1.62M | 0.18% | +33+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 5,879 | $1.64M | 0.06% | +161+2.8% | Added |
| Wetherby Asset Management Inc | 5,896 | $1.64M | 0.11% | −222−3.6% | Reduced |
| Commerce Bank | 5,932 | $1.65M | 0.01% | +90+1.5% | Added |
| Beacon Investment Advisory Services, Inc. | 6,047 | $1.68M | 0.09% | +1,325+28.1% | Added |
| LMCG Investments, LLC | 6,107 | $1.70M | 0.12% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 6,105 | $1.71M | 0.03% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 6,259 | $1.74M | 1.55% | −21−0.3% | Reduced |
| Yacktman Asset Management LP | 6,270 | $1.75M | 0.02% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,287 | $1.75M | 0.38% | +128+2.1% | Added |
| Veritable, L.P. | 6,288 | $1.75M | 0.03% | −31−0.5% | Reduced |
| General Partner, Inc. | 6,291 | $1.75M | 1.61% | +6,291 | New |
| Pathstone Family Office, LLC | 8,563 | $1.77M | 0.04% | +4,108+92.2% | Added |
| Applied Capital LLC | 6,397 | $1.78M | 1.78% | +6,397 | New |
| Atria Investments LLC | 6,428 | $1.79M | 0.04% | +1,271+24.6% | Added |
| Millennium Management LLC | 6,482 | $1.81M | 0.00% | −36,854−85.0% | Reduced |
| Windmill Hill Asset Management Ltd | 6,490 | $1.81M | 1.16% | +6,490 | New |
| Slow Capital, Inc. | 6,498 | $1.81M | 0.40% | +374+6.1% | Added |
| Glenview Trust Co | 6,526 | $1.82M | 0.06% | +88+1.4% | Added |
| FDx Advisors, Inc. | 6,536 | $1.82M | 0.08% | −459−6.6% | Reduced |
| Ieq Capital, LLC | 6,543 | $1.82M | 0.05% | −1,294−16.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,648 | $1.85M | 0.01% | +392+6.3% | Added |
| Prudential PLC | 6,650 | $1.85M | 0.02% | +3,151+90.1% | Added |
| Smith, Salley & Associates | 6,695 | $1.87M | 0.16% | −28−0.4% | Reduced |
| Trust Co of Toledo NA | 6,750 | $1.88M | 0.36% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 6,756 | $1.88M | 0.12% | +1,200+21.6% | Added |
| Syntegra Private Wealth Group, LLC | 6,809 | $1.90M | 0.38% | +6,809 | New |
| Regions Financial Corp | 6,833 | $1.90M | 0.02% | −17−0.2% | Reduced |
| Cetera Investment Advisers | 6,908 | $1.92M | 0.02% | +2,706+64.4% | Added |
| Crawford Investment Counsel Inc | 6,938 | $1.93M | 0.04% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 7,000 | $1.95M | 1.06% | +1,000+16.7% | Added |
| Tiaa, FSB | 7,032 | $1.96M | 0.01% | −174−2.4% | Reduced |
| Rathbone Brothers plc | 7,066 | $1.97M | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 7,100 | $1.98M | 0.09% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 7,205 | $2.01M | 0.00% | +1,144+18.9% | Added |
| Bamco Inc | 7,381 | $2.06M | 0.01% | +265+3.7% | Added |
| Oppenheimer Asset Management Inc. | 7,435 | $2.07M | 0.03% | −499−6.3% | Reduced |
| Northwest Investment Counselors, LLC | 7,441 | $2.07M | 0.60% | +1,306+21.3% | Added |
| Kingfisher Capital LLC | 7,464 | $2.08M | 0.55% | +10+0.1% | Added |
| George Kaiser Family Foundation | 7,473 | $2.08M | 0.31% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,492 | $2.09M | 0.11% | −700−8.5% | Reduced |
| Banco Santander, S.A. | 7,602 | $2.12M | 0.03% | −1,635−17.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,605 | $2.12M | 0.06% | +3,729+96.2% | Added |
| Mirova | 7,609 | $2.12M | 0.33% | +1,278+20.2% | Added |
| FORA Capital, LLC | 7,678 | $2.14M | 0.35% | −2,624−25.5% | Reduced |
| Keybank National Association | 7,696 | $2.14M | 0.01% | −196−2.5% | Reduced |
| Level Four Advisory Services, LLC | 7,786 | $2.17M | 0.16% | −2,838−26.7% | Reduced |
| Rehmann Capital Advisory Group | 7,815 | $2.18M | 0.22% | −181−2.3% | Reduced |
| Citadel Investment Advisory, Inc. | 7,865 | $2.19M | 1.50% | −30−0.4% | Reduced |
| V Wealth Advisors LLC | 7,937 | $2.21M | 0.46% | −27−0.3% | Reduced |
| Heritage Wealth Management, LLC | 7,938 | $2.21M | 0.32% | +4,226+113.8% | Added |
| Harbor Advisors LLC | 8,000 | $2.23M | 0.56% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 8,030 | $2.24M | 0.83% | −4,157−34.1% | Reduced |
| Norinchukin Bank, The | 8,041 | $2.24M | 0.05% | −2,354−22.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 8,075 | $2.25M | 0.09% | +8,075 | New |
| Fiduciary Trust Co | 8,202 | $2.29M | 0.04% | 00.0% | Unchanged |
| 2Xideas AG | 8,268 | $2.30M | 0.24% | −28,416−77.5% | Reduced |
| Live Oak Private Wealth LLC | 8,314 | $2.32M | 0.48% | +487+6.2% | Added |
| MML Investors Services, LLC | 8,352 | $2.33M | 0.02% | +371+4.6% | Added |
| Connable Office Inc | 8,514 | $2.37M | 0.34% | 00.0% | Unchanged |
| JustInvest LLC | 8,554 | $2.38M | 0.10% | +501+6.2% | Added |
| Darwin Advisors, LLC | 7,628 | $2.40M | 0.62% | −1,302−14.6% | Reduced |
| Kornitzer Capital Management Inc | 8,689 | $2.42M | 0.05% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 8,699 | $2.42M | 1.48% | −410−4.5% | Reduced |
| Kestra Private Wealth Services, LLC | 8,869 | $2.47M | 0.13% | −671−7.0% | Reduced |
| Metropolitan Life Insurance Co | 8,939 | $2.49M | 0.11% | −236−2.6% | Reduced |
| Cloverfields Capital Group, LP | 9,020 | $2.51M | 0.80% | −1,631−15.3% | Reduced |
| Lido Advisors, LLC | 9,092 | $2.53M | 0.04% | +8,126+841.2% | Added |
| Industrial Alliance Investment Management Inc. | 9,135 | $2.54M | 0.07% | 00.0% | Unchanged |
| LGT Group Foundation | 9,484 | $2.64M | 0.08% | −26,241−73.5% | Reduced |
| Baader Bank INC | 9,503 | $2.65M | 0.24% | +1,500+18.7% | Added |
| Wealthfront Advisers LLC | 9,766 | $2.72M | 0.01% | +3,245+49.8% | Added |
| Ballentine Partners, LLC | 9,846 | $2.74M | 0.08% | +320+3.4% | Added |
| Gabelli Funds LLC | 9,850 | $2.74M | 0.02% | +600+6.5% | Added |
| Seeyond | 9,901 | $2.76M | 0.27% | +7,473+307.8% | Added |
| Congress Asset Management Co | 10,000 | $2.79M | 0.03% | −5,000−33.3% | Reduced |