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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 3,863 | $1.08M | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 3,806 | $1.06M | 0.38% | +284+8.1% | Added |
| Assetmark, Inc | 3,733 | $1.04M | 0.00% | +155+4.3% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.04M | 0.47% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,696 | $1.03M | 0.18% | +5+0.1% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.02M | 0.51% | −21−0.6% | Reduced |
| Clark Capital Management Group, Inc. | 3,665 | $1.02M | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,660 | $1.02M | 0.03% | −11,688−76.2% | Reduced |
| Bessemer Group Inc | 3,633 | $1.01M | 0.00% | +393+12.1% | Added |
| Rockland Trust Co | 3,570 | $995.0K | 0.06% | +3,570 | New |
| AQR Capital Management LLC | 3,556 | $990.0K | 0.00% | +130+3.8% | Added |
| K.J. Harrison & Partners Inc | 2,619 | $988.3K | 0.19% | +2,619 | New |
| Thompson Siegel & Walmsley LLC | 3,500 | $975.0K | 0.02% | +3,500 | New |
| Apollon Wealth Management, LLC | 3,475 | $968.2K | 0.07% | +228+7.0% | Added |
| Everence Capital Management Inc | 3,455 | $963.0K | 0.08% | +80+2.4% | Added |
| Tower Research Capital LLC (TRC) | 3,448 | $961.0K | 0.04% | −15,498−81.8% | Reduced |
| SeaTown Holdings Pte. Ltd. | 3,400 | $947.3K | 0.14% | +3,400 | New |
| Asset Management Group, Inc. | 3,364 | $937.3K | 0.22% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,360 | $936.2K | 0.08% | +686+25.7% | Added |
| Bleakley Financial Group, LLC | 3,323 | $925.8K | 0.03% | +3,323 | New |
| Hills Bank & Trust Co | 3,318 | $925.0K | 0.14% | −10.0% | Reduced |
| Whitford Management LLC | 3,248 | $905.0K | 0.58% | +3,248 | New |
| Exencial Wealth Advisors, LLC | 3,244 | $903.8K | 0.05% | +27+0.8% | Added |
| Signaturefd, LLC | 3,230 | $900.1K | 0.03% | −223−6.5% | Reduced |
| Brave Warrior Advisors, LLC | 3,150 | $877.7K | 0.03% | +21+0.7% | Added |
| Sendero Wealth Management, LLC | 3,148 | $877.1K | 0.31% | +1,603+103.8% | Added |
| Value Partners Investments Inc. | 3,149 | $877.0K | 0.08% | +97+3.2% | Added |
| Anchor Investment Management, LLC | 3,120 | $869.3K | 0.12% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,104 | $864.8K | 0.21% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,027 | $843.5K | 0.00% | +102+3.5% | Added |
| 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 |
| Lazard Asset Management LLC | 2,991 | $832.0K | 0.00% | −3,947−56.9% | Reduced |
| BlueMar Capital Management, LLC | 2,980 | $830.3K | 0.71% | +2,980 | New |
| Voloridge Investment Management, LLC | 2,970 | $827.5K | 0.00% | −1,923−39.3% | Reduced |
| Umb Bank N A | 2,963 | $825.0K | 0.01% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 2,938 | $818.6K | 0.13% | +12+0.4% | Added |
| Legacy Advisors, LLC | 2,928 | $815.8K | 0.15% | +531+22.2% | Added |
| SG Americas Securities, LLC | 2,892 | $806.0K | 0.01% | −8,611−74.9% | Reduced |
| Rodgers Brothers Inc. | 2,861 | $797.2K | 0.16% | 00.0% | Unchanged |
| HM Payson & Co | 2,827 | $787.7K | 0.02% | −185−6.1% | Reduced |
| Clarius Group, LLC | 2,820 | $786.0K | 0.07% | +312+12.4% | Added |
| Pinnacle Financial Partners Inc | 2,797 | $779.3K | 0.02% | −7,923−73.9% | Reduced |
| AIA Group Ltd | 2,790 | $777.4K | 0.05% | −395−12.4% | Reduced |
| Bahl & Gaynor Inc | 2,780 | $774.6K | 0.00% | +80+3.0% | Added |
| Rockefeller Capital Management L.P. | 2,760 | $768.0K | 0.00% | +62+2.3% | Added |
| Cornerstone Planning Group LLC | 2,449 | $766.6K | 0.32% | +2,449 | New |
| Simplex Trading, LLC | 2,748 | $765.0K | 0.04% | −9,737−78.0% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $764.0K | 0.16% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,733 | $763.0K | 0.05% | −107−3.8% | Reduced |
| Washington Trust Advisors, Inc. | 2,735 | $762.0K | 0.08% | −215−7.3% | Reduced |
| Miracle Mile Advisors, LLC | 2,722 | $758.5K | 0.03% | +387+16.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,709 | $754.8K | 0.04% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 2,697 | $751.3K | 0.39% | +325+13.7% | Added |
| Moloney Securities Asset Management, LLC | 2,696 | $751.2K | 0.17% | +3+0.1% | Added |
| Meeder Advisory Services, Inc. | 2,682 | $747.3K | 0.09% | +2,682 | New |
| Epoch Investment Partners, Inc. | 2,681 | $747.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,678 | $746.1K | 0.01% | +462+20.8% | Added |
| Fortis Capital Management LLC | 2,665 | $742.6K | 0.55% | −85−3.1% | Reduced |
| Vident Investment Advisory, LLC | 2,653 | $739.2K | 0.03% | −4,026−60.3% | Reduced |
| Boston Private Wealth LLC | 2,645 | $737.1K | 0.01% | −150−5.4% | Reduced |
| Central Trust Co | 2,641 | $735.8K | 0.02% | −4,704−64.0% | Reduced |
| Ropes Wealth Advisors LLC | 2,640 | $735.6K | 0.13% | +186+7.6% | Added |
| Balboa Wealth Partners | 2,629 | $732.5K | 0.33% | −1,923−42.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,627 | $731.9K | 0.11% | −20,414−88.6% | Reduced |
| Park Avenue Securities LLC | 2,614 | $728.0K | 0.01% | +116+4.6% | Added |
| Sequoia Financial Advisors, LLC | 2,607 | $726.2K | 0.02% | +440+20.3% | Added |
| Bridges Investment Management Inc | 2,600 | $724.4K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,599 | $724.1K | 0.02% | +112+4.5% | Added |
| Capital Analysts, LLC | 2,590 | $722.0K | 0.04% | −106−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,563 | $714.1K | 0.01% | −146−5.4% | Reduced |
| Delta Investment Management, LLC | 2,529 | $704.8K | 0.23% | −2,553−50.2% | Reduced |
| Triangle Securities Wealth Management | 2,527 | $704.1K | 0.26% | −438−14.8% | Reduced |
| Gofen & Glossberg LLC | 2,505 | $698.0K | 0.02% | +201+8.7% | Added |
| Parallax Volatility Advisers, L.P. | 2,498 | $696.0K | 0.02% | +1,651+194.9% | Added |
| Credential Qtrade Securities Inc. | 2,478 | $690.4K | 0.05% | +556+28.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,472 | $688.8K | 0.01% | −847−25.5% | Reduced |
| Whittier Trust Co | 2,446 | $681.5K | 0.01% | −6−0.2% | Reduced |
| Coldstream Capital Management Inc | 2,446 | $681.4K | 0.02% | +2,446 | New |
| Accretive Wealth Partners, LLC | 2,442 | $680.5K | 0.47% | +91+3.9% | Added |
| Cozad Asset Management Inc | 2,420 | $674.3K | 0.09% | −420−14.8% | Reduced |
| Raymond James Trust N.A. | 2,407 | $670.0K | 0.02% | +48+2.0% | Added |
| Cavalier Investments, LLC | 2,396 | $667.6K | 0.24% | −154−6.0% | Reduced |
| Unigestion Holding SA | 2,355 | $666.3K | 0.04% | −1,317−35.9% | Reduced |
| Brown Brothers Harriman & Co | 2,388 | $665.3K | 0.01% | −143,490−98.4% | Reduced |
| CWM, LLC | 2,384 | $664.0K | 0.00% | +3+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,670 | $652.2K | 0.07% | +195+13.2% | Added |
| Waldron Private Wealth LLC | 2,685 | $652.0K | 0.04% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,327 | $648.3K | 0.24% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,250 | $626.9K | 0.23% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,942 | $621.8K | 0.02% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 2,226 | $620.2K | 0.32% | +2,226 | New |
| PFG Advisors | 2,208 | $615.2K | 0.06% | −130−5.6% | Reduced |
| MAI Capital Management | 2,206 | $614.6K | 0.01% | −82−3.6% | Reduced |
| Bartlett & Co. LLC | 2,199 | $613.0K | 0.01% | −405−15.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,199 | $612.7K | 0.01% | −405−15.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,196 | $611.8K | 0.13% | +472+27.4% | Added |
| Cresset Asset Management, LLC | 2,394 | $610.5K | 0.01% | −672−21.9% | Reduced |
| Patriot Investment Management Inc. | 1,890 | $604.0K | 0.05% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,152 | $599.6K | 0.06% | −208−8.8% | Reduced |