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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 7,492 | $2.09M | 0.11% | −700−8.5% | Reduced |
| George Kaiser Family Foundation | 7,473 | $2.08M | 0.31% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 7,464 | $2.08M | 0.55% | +10+0.1% | Added |
| Northwest Investment Counselors, LLC | 7,441 | $2.07M | 0.60% | +1,306+21.3% | Added |
| Oppenheimer Asset Management Inc. | 7,435 | $2.07M | 0.03% | −499−6.3% | Reduced |
| Bamco Inc | 7,381 | $2.06M | 0.01% | +265+3.7% | Added |
| Ensign Peak Advisors, Inc | 7,205 | $2.01M | 0.00% | +1,144+18.9% | Added |
| E. Ohman J:or Asset Management AB | 7,100 | $1.98M | 0.09% | 00.0% | Unchanged |
| Rathbone Brothers plc | 7,066 | $1.97M | 0.02% | 00.0% | Unchanged |
| Tiaa, FSB | 7,032 | $1.96M | 0.01% | −174−2.4% | Reduced |
| Alpha Square Group S, LLC | 7,000 | $1.95M | 1.06% | +1,000+16.7% | Added |
| Crawford Investment Counsel Inc | 6,938 | $1.93M | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,908 | $1.92M | 0.02% | +2,706+64.4% | Added |
| Regions Financial Corp | 6,833 | $1.90M | 0.02% | −17−0.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,809 | $1.90M | 0.38% | +6,809 | New |
| Advisor Partners II, LLC | 6,756 | $1.88M | 0.12% | +1,200+21.6% | Added |
| Trust Co of Toledo NA | 6,750 | $1.88M | 0.36% | 00.0% | Unchanged |
| Smith, Salley & Associates | 6,695 | $1.87M | 0.16% | −28−0.4% | Reduced |
| Prudential PLC | 6,650 | $1.85M | 0.02% | +3,151+90.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,648 | $1.85M | 0.01% | +392+6.3% | Added |
| Ieq Capital, LLC | 6,543 | $1.82M | 0.05% | −1,294−16.5% | Reduced |
| FDx Advisors, Inc. | 6,536 | $1.82M | 0.08% | −459−6.6% | Reduced |
| Glenview Trust Co | 6,526 | $1.82M | 0.06% | +88+1.4% | Added |
| Slow Capital, Inc. | 6,498 | $1.81M | 0.40% | +374+6.1% | Added |
| Windmill Hill Asset Management Ltd | 6,490 | $1.81M | 1.16% | +6,490 | New |
| Millennium Management LLC | 6,482 | $1.81M | 0.00% | −36,854−85.0% | Reduced |
| Atria Investments LLC | 6,428 | $1.79M | 0.04% | +1,271+24.6% | Added |
| Applied Capital LLC | 6,397 | $1.78M | 1.78% | +6,397 | New |
| Pathstone Family Office, LLC | 8,563 | $1.77M | 0.04% | +4,108+92.2% | Added |
| General Partner, Inc. | 6,291 | $1.75M | 1.61% | +6,291 | New |
| Veritable, L.P. | 6,288 | $1.75M | 0.03% | −31−0.5% | Reduced |
| Exchange Capital Management, Inc. | 6,287 | $1.75M | 0.38% | +128+2.1% | Added |
| Yacktman Asset Management LP | 6,270 | $1.75M | 0.02% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 6,259 | $1.74M | 1.55% | −21−0.3% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $1.71M | 0.03% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,107 | $1.70M | 0.12% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 6,047 | $1.68M | 0.09% | +1,325+28.1% | Added |
| Commerce Bank | 5,932 | $1.65M | 0.01% | +90+1.5% | Added |
| Wetherby Asset Management Inc | 5,896 | $1.64M | 0.11% | −222−3.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,879 | $1.64M | 0.06% | +161+2.8% | Added |
| Transcend Wealth Collective, LLC | 5,809 | $1.62M | 0.18% | +33+0.6% | Added |
| Change Path, LLC | 5,790 | $1.61M | 0.09% | +45+0.8% | Added |
| Mercer Global Advisors Inc | 5,781 | $1.61M | 0.01% | +28+0.5% | Added |
| Telemus Capital, LLC | 5,546 | $1.61M | 0.15% | +161+3.0% | Added |
| Roundview Capital LLC | 5,763 | $1.61M | 0.18% | +67+1.2% | Added |
| Saturna Capital CORP | 5,695 | $1.59M | 0.03% | +6+0.1% | Added |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,655 | $1.58M | 0.14% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,629 | $1.57M | 0.19% | +5,629 | New |
| Cetera Advisor Networks LLC | 5,449 | $1.52M | 0.01% | +4,067+294.3% | Added |
| Oribel Capital Management, LP | 5,400 | $1.50M | 0.35% | +5,400 | New |
| Naples Global Advisors, LLC | 5,292 | $1.47M | 0.19% | −15−0.3% | Reduced |
| Brinker Capital Investments, LLC | 5,265 | $1.47M | 0.03% | −39−0.7% | Reduced |
| Metis Global Partners, LLC | 5,242 | $1.46M | 0.13% | +2,854+119.5% | Added |
| CIBC World Markets Inc. | 5,185 | $1.45M | 0.01% | −4,450−46.2% | Reduced |
| Huntington National Bank | 5,159 | $1.44M | 0.01% | −29−0.6% | Reduced |
| Andra AP-fonden | 5,100 | $1.42M | 0.04% | −11,100−68.5% | Reduced |
| Arete Wealth Advisors, LLC | 5,063 | $1.41M | 0.13% | −345−6.4% | Reduced |
| Autus Asset Management, LLC | 5,062 | $1.41M | 0.25% | +5,062 | New |
| Legato Capital Management LLC | 5,044 | $1.41M | 0.27% | +5,044 | New |
| Gardner Lewis Asset Management L P | 4,998 | $1.39M | 0.49% | +4,998 | New |
| Lineweaver Wealth Advisors, LLC | 4,952 | $1.38M | 0.42% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 4,938 | $1.38M | 0.04% | −924−15.8% | Reduced |
| Quest Investment Management LLC | 4,922 | $1.37M | 0.17% | +659+15.5% | Added |
| Westbourne Investment Advisors, Inc. | 4,921 | $1.37M | 0.69% | −50−1.0% | Reduced |
| Ingalls & Snyder LLC | 4,886 | $1.36M | 0.07% | 00.0% | Unchanged |
| Cypress Capital Group | 4,817 | $1.34M | 0.20% | −120−2.4% | Reduced |
| Achmea Investment Management B.V. | 5,141 | $1.34M | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,774 | $1.33M | 0.14% | +1,960+69.7% | Added |
| Keebeck Wealth Management, LLC | 4,748 | $1.32M | 0.23% | +61+1.3% | Added |
| Marshall Financial Group LLC | 4,696 | $1.31M | 0.51% | +726+18.3% | Added |
| Blue Fin Capital, Inc. | 4,682 | $1.30M | 0.48% | −70−1.5% | Reduced |
| AdvisorShares Investments LLC | 4,668 | $1.30M | 0.37% | +1,117+31.5% | Added |
| Rossmore Private Capital | 4,600 | $1.28M | 0.21% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,543 | $1.27M | 0.05% | +60+1.3% | Added |
| Two Sigma Advisers, LP | 4,500 | $1.25M | 0.00% | +2,000+80.0% | Added |
| Empowered Funds, LLC | 4,477 | $1.25M | 0.08% | +377+9.2% | Added |
| Cerity Partners LLC | 4,432 | $1.23M | 0.01% | +2,085+88.8% | Added |
| Bryn Mawr Trust Co | 4,423 | $1.23M | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 4,413 | $1.23M | 0.02% | −14−0.3% | Reduced |
| Toroso Investments, LLC | 4,332 | $1.21M | 0.05% | −980−18.4% | Reduced |
| Impax Asset Management Group plc | 4,317 | $1.20M | 0.01% | −1,381−24.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,312 | $1.20M | 0.01% | +165+4.0% | Added |
| TD Waterhouse Canada Inc. | 4,248 | $1.19M | 0.01% | −868−17.0% | Reduced |
| IMS Capital Management | 4,275 | $1.19M | 0.76% | +20+0.5% | Added |
| Empirical Finance, LLC | 4,258 | $1.19M | 0.12% | +330+8.4% | Added |
| Cetera Advisors LLC | 4,247 | $1.18M | 0.02% | +4,247 | New |
| Greenleaf Trust | 4,244 | $1.18M | 0.01% | −865−16.9% | Reduced |
| Equitable Trust Co | 4,235 | $1.18M | 0.09% | −405−8.7% | Reduced |
| National Asset Management, Inc. | 4,201 | $1.17M | 0.03% | +93+2.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,161 | $1.16M | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,154 | $1.16M | 0.07% | −15−0.4% | Reduced |
| Motley Fool Asset Management LLC | 4,058 | $1.13M | 0.13% | −182−4.3% | Reduced |
| Essex Savings Bank | 4,033 | $1.12M | 0.40% | −10.0% | Reduced |
| Van Strum & Towne Inc. | 4,000 | $1.11M | 0.48% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,956 | $1.10M | 0.50% | +2,227+128.8% | Added |
| Texas Yale Capital Corp. | 3,930 | $1.09M | 0.06% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 3,926 | $1.09M | 0.39% | −66−1.7% | Reduced |
| Vestcor Inc | 3,919 | $1.09M | 0.04% | +6+0.2% | Added |