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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 18,284 | $5.09M | 0.08% | +799+4.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,180 | $5.07M | 0.07% | +418+2.4% | Added |
| Bell Asset Management Ltd | 18,157 | $5.06M | 0.95% | −2,135−10.5% | Reduced |
| CI Private Wealth, LLC | 17,786 | $4.96M | 0.02% | +17,786 | New |
| 1623 Capital LLC | 17,809 | $4.96M | 3.58% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 17,749 | $4.95M | 0.65% | +12,788+257.8% | Added |
| Boston Trust Walden Corp | 17,483 | $4.87M | 0.04% | −80,955−82.2% | Reduced |
| East Coast Asset Management, LLC. | 17,133 | $4.77M | 2.42% | −234−1.3% | Reduced |
| Qube Research & Technologies Ltd | 17,018 | $4.74M | 0.03% | −177,853−91.3% | Reduced |
| Commonwealth Equity Services, LLC | 16,896 | $4.71M | 0.01% | −411−2.4% | Reduced |
| Trium Capital LLP | 16,753 | $4.67M | 2.14% | +16,753 | New |
| Ghe, LLC | 16,412 | $4.57M | 4.30% | −91−0.6% | Reduced |
| Assenagon Asset Management S.A. | 16,197 | $4.51M | 0.02% | −33,282−67.3% | Reduced |
| Illinois Municipal Retirement Fund | 15,830 | $4.41M | 0.10% | 00.0% | Unchanged |
| Stanley Capital Management, LLC | 15,758 | $4.39M | 1.39% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 15,603 | $4.35M | 0.09% | −2,193−12.3% | Reduced |
| Glenmede Trust Co NA | 15,548 | $4.33M | 0.03% | −1,023−6.2% | Reduced |
| Crewe Advisors LLC | 15,523 | $4.33M | 0.69% | −104−0.7% | Reduced |
| Olstein Capital Management, L.P. | 15,500 | $4.32M | 0.68% | −1,500−8.8% | Reduced |
| US Bancorp | 15,406 | $4.29M | 0.01% | −399−2.5% | Reduced |
| Bancreek Capital Management, LP | 15,407 | $4.29M | 3.48% | −2,742−15.1% | Reduced |
| Donaldson Capital Management, LLC | 15,030 | $4.19M | 0.20% | −384−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,861 | $4.14M | 0.04% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 14,656 | $4.08M | 0.11% | +10,163+226.2% | Added |
| British Columbia Investment Management Corp | 14,616 | $4.07M | 0.04% | −1,811−11.0% | Reduced |
| First National Bank of Omaha | 13,897 | $3.87M | 0.24% | −498−3.5% | Reduced |
| Carderock Capital Management Inc | 13,752 | $3.83M | 1.59% | +4,718+52.2% | Added |
| Penbrook Management LLC | 13,750 | $3.83M | 3.27% | −1,000−6.8% | Reduced |
| Claar Advisors LLC | 13,400 | $3.73M | 1.64% | +75+0.6% | Added |
| Baird Financial Group, Inc. | 13,269 | $3.70M | 0.01% | +50+0.4% | Added |
| Securian Asset Management, Inc | 13,164 | $3.67M | 0.10% | −78−0.6% | Reduced |
| Creative Planning | 13,102 | $3.65M | 0.01% | +3,234+32.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,034 | $3.63M | 0.07% | +92+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 12,971 | $3.61M | 0.06% | +241+1.9% | Added |
| Ninety One SA (PTY) Ltd | 12,898 | $3.59M | 1.17% | +1,455+12.7% | Added |
| Elo Mutual Pension Insurance Co | 12,784 | $3.56M | 0.12% | +296+2.4% | Added |
| Maryland State Retirement & Pension System | 12,575 | $3.50M | 0.10% | +12,575 | New |
| Banque Cantonale Vaudoise | 12,560 | $3.50M | 0.18% | +6,500+107.3% | Added |
| First Republic Investment Management, Inc. | 12,553 | $3.50M | 0.01% | +707+6.0% | Added |
| Kentucky Retirement Systems | 12,407 | $3.46M | 0.14% | +54+0.4% | Added |
| Lincoln Capital LLC | 12,313 | $3.43M | 0.99% | −518−4.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,032 | $3.35M | 0.08% | +2,000+19.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,957 | $3.33M | 0.01% | +447+3.9% | Added |
| Criteria Caixa, S.A.U. | 11,930 | $3.32M | 0.43% | +810+7.3% | Added |
| Occudo Quantitative Strategies LP | 11,807 | $3.29M | 0.38% | −3,150−21.1% | Reduced |
| D. E. Shaw & Co., Inc. | 11,776 | $3.28M | 0.01% | −38,701−76.7% | Reduced |
| Crossmark Global Holdings, Inc. | 11,719 | $3.27M | 0.08% | +1,869+19.0% | Added |
| Daiwa Securities Group Inc. | 11,590 | $3.23M | 0.02% | +506+4.6% | Added |
| Robeco Institutional Asset Management B.V. | 11,482 | $3.20M | 0.01% | −4,015−25.9% | Reduced |
| Hartford Investment Management Co | 11,396 | $3.17M | 0.10% | −3,624−24.1% | Reduced |
| Okabena Investment Services Inc | 11,371 | $3.17M | 2.28% | −471−4.0% | Reduced |
| Ethic Inc. | 11,353 | $3.16M | 0.17% | −596−5.0% | Reduced |
| Scotia Capital Inc. | 11,074 | $3.09M | 0.02% | +421+4.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 11,018 | $3.07M | 1.10% | +430+4.1% | Added |
| Capital Insight Partners, LLC | 10,933 | $3.05M | 0.79% | +224+2.1% | Added |
| Sepio Capital, LP | 10,807 | $3.01M | 0.26% | +9+0.1% | Added |
| Captrust Financial Advisors | 10,689 | $2.98M | 0.01% | +628+6.2% | Added |
| Addenda Capital Inc. | 10,588 | $2.95M | 0.13% | −235−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 9,196 | $2.92M | 0.18% | −116−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,282 | $2.86M | 0.00% | −10,486−50.5% | Reduced |
| Louisiana State Employees Retirement System | 10,200 | $2.84M | 0.08% | +100+1.0% | Added |
| Midwest Professional Planners, LTD. | 10,185 | $2.84M | 1.57% | +460+4.7% | Added |
| Greenline Partners, LLC | 10,173 | $2.83M | 0.56% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 10,025 | $2.79M | 0.01% | −1,300−11.5% | Reduced |
| Magnetar Financial LLC | 10,017 | $2.79M | 0.05% | −5,215−34.2% | Reduced |
| Congress Asset Management Co | 10,000 | $2.79M | 0.03% | −5,000−33.3% | Reduced |
| Seeyond | 9,901 | $2.76M | 0.27% | +7,473+307.8% | Added |
| Gabelli Funds LLC | 9,850 | $2.74M | 0.02% | +600+6.5% | Added |
| Ballentine Partners, LLC | 9,846 | $2.74M | 0.08% | +320+3.4% | Added |
| Wealthfront Advisers LLC | 9,766 | $2.72M | 0.01% | +3,245+49.8% | Added |
| Baader Bank INC | 9,503 | $2.65M | 0.24% | +1,500+18.7% | Added |
| LGT Group Foundation | 9,484 | $2.64M | 0.08% | −26,241−73.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 9,135 | $2.54M | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,092 | $2.53M | 0.04% | +8,126+841.2% | Added |
| Cloverfields Capital Group, LP | 9,020 | $2.51M | 0.80% | −1,631−15.3% | Reduced |
| Metropolitan Life Insurance Co | 8,939 | $2.49M | 0.11% | −236−2.6% | Reduced |
| Kestra Private Wealth Services, LLC | 8,869 | $2.47M | 0.13% | −671−7.0% | Reduced |
| Taylor Hoffman Wealth Management | 8,699 | $2.42M | 1.48% | −410−4.5% | Reduced |
| Kornitzer Capital Management Inc | 8,689 | $2.42M | 0.05% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 7,628 | $2.40M | 0.62% | −1,302−14.6% | Reduced |
| JustInvest LLC | 8,554 | $2.38M | 0.10% | +501+6.2% | Added |
| Connable Office Inc | 8,514 | $2.37M | 0.34% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,352 | $2.33M | 0.02% | +371+4.6% | Added |
| Live Oak Private Wealth LLC | 8,314 | $2.32M | 0.48% | +487+6.2% | Added |
| 2Xideas AG | 8,268 | $2.30M | 0.24% | −28,416−77.5% | Reduced |
| Fiduciary Trust Co | 8,202 | $2.29M | 0.04% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 8,075 | $2.25M | 0.09% | +8,075 | New |
| Norinchukin Bank, The | 8,041 | $2.24M | 0.05% | −2,354−22.6% | Reduced |
| Van Den Berg Management I, Inc | 8,030 | $2.24M | 0.83% | −4,157−34.1% | Reduced |
| Harbor Advisors LLC | 8,000 | $2.23M | 0.56% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 7,938 | $2.21M | 0.32% | +4,226+113.8% | Added |
| V Wealth Advisors LLC | 7,937 | $2.21M | 0.46% | −27−0.3% | Reduced |
| Citadel Investment Advisory, Inc. | 7,865 | $2.19M | 1.50% | −30−0.4% | Reduced |
| Rehmann Capital Advisory Group | 7,815 | $2.18M | 0.22% | −181−2.3% | Reduced |
| Level Four Advisory Services, LLC | 7,786 | $2.17M | 0.16% | −2,838−26.7% | Reduced |
| Keybank National Association | 7,696 | $2.14M | 0.01% | −196−2.5% | Reduced |
| FORA Capital, LLC | 7,678 | $2.14M | 0.35% | −2,624−25.5% | Reduced |
| Mirova | 7,609 | $2.12M | 0.33% | +1,278+20.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,605 | $2.12M | 0.06% | +3,729+96.2% | Added |
| Banco Santander, S.A. | 7,602 | $2.12M | 0.03% | −1,635−17.7% | Reduced |