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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 2,076 | $578.4K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 2,070 | $577.0K | 0.37% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,066 | $575.7K | 0.04% | +316+18.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,054 | $572.3K | 0.05% | +2,054 | New |
| Haverford Financial Services, Inc. | 2,005 | $558.6K | 0.15% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $557.2K | 0.43% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,000 | $557.0K | 0.27% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,981 | $552.0K | 0.12% | +1+0.1% | Added |
| Quantinno Capital Management LP | 1,982 | $552.0K | 0.04% | +194+10.9% | Added |
| Oak Harvest Investment Services | 1,952 | $543.9K | 0.14% | +691+54.8% | Added |
| Panagora Asset Management Inc | 1,938 | $540.0K | 0.00% | −162−7.7% | Reduced |
| Great Lakes Retirement, Inc. | 1,937 | $539.6K | 0.14% | +1,937 | New |
| Empirical Asset Management, LLC | 1,925 | $536.3K | 0.56% | +1,925 | New |
| Riversedge Advisors, LLC | 1,912 | $532.7K | 0.17% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,884 | $524.9K | 0.22% | −113−5.7% | Reduced |
| Fishman Jay A Ltd | 1,875 | $522.4K | 0.07% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,870 | $521.0K | 0.60% | −179−8.7% | Reduced |
| Balentine LLC | 1,860 | $518.2K | 0.02% | +318+20.6% | Added |
| Azzad Asset Management Inc | 1,854 | $516.4K | 0.08% | −3,006−61.9% | Reduced |
| Parallel Advisors, LLC | 1,847 | $514.8K | 0.02% | −132−6.7% | Reduced |
| Veriti Management LLC | 1,844 | $513.8K | 0.07% | +171+10.2% | Added |
| NorthCrest Asset Manangement, LLC | 1,826 | $509.0K | 0.03% | +656+56.1% | Added |
| Reynders McVeigh Capital Management, LLC | 1,821 | $507.0K | 0.04% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,820 | $507.0K | 0.65% | +198+12.2% | Added |
| Trust Asset Management LLC | 1,817 | $506.3K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,816 | $506.0K | 0.03% | +52+2.9% | Added |
| Morris Financial Concepts, Inc. | 1,765 | $491.8K | 0.40% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,543 | $491.0K | 0.22% | −165−9.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,762 | $490.9K | 0.06% | +569+47.7% | Added |
| Symmetry Partners, LLC | 1,743 | $486.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,744 | $485.9K | 0.19% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,734 | $483.1K | 0.12% | +217+14.3% | Added |
| Institute for Wealth Management, LLC. | 1,726 | $480.9K | 0.10% | +123+7.7% | Added |
| Key Financial Inc | 1,970 | $478.9K | 0.23% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,711 | $477.0K | 0.05% | −2,106−55.2% | Reduced |
| Dodge & Cox | 1,702 | $474.2K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,703 | $474.0K | 0.04% | −896−34.5% | Reduced |
| ING Groep NV | 1,688 | $470.3K | 0.00% | −1,520−47.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,680 | $468.1K | 0.18% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,678 | $467.5K | 0.10% | +1,678 | New |
| Pacific Global Investment Management CO | 1,674 | $466.3K | 0.10% | −799−32.3% | Reduced |
| Choate Investment Advisors | 1,663 | $463.3K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,657 | $461.7K | 0.02% | −342−17.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,653 | $461.0K | 0.02% | −94−5.4% | Reduced |
| HB Wealth Management, LLC | 1,642 | $457.5K | 0.01% | +375+29.6% | Added |
| Horizon Investments, LLC | 1,635 | $456.0K | 0.01% | +1,635 | New |
| Quantitative Investment Management, LLC | 1,607 | $447.0K | 0.08% | −3,413−68.0% | Reduced |
| Spinnaker Trust | 1,585 | $442.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,559 | $434.4K | 0.01% | −23,140−93.7% | Reduced |
| RMB Capital Management, LLC | 1,544 | $430.2K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,362 | $427.9K | 0.14% | +75+5.8% | Added |
| Personal Capital Advisors Corp | 1,530 | $426.3K | 0.00% | −2−0.1% | Reduced |
| Highland Capital Management, LLC | 1,500 | $418.0K | 0.03% | −115−7.1% | Reduced |
| Borer Denton & Associates, Inc. | 1,500 | $417.9K | 0.19% | 00.0% | Unchanged |
| Charter Trust Co | 1,488 | $414.6K | 0.03% | +1,488 | New |
| Two Sigma Securities, LLC | 1,485 | $413.8K | 0.06% | +1,485 | New |
| Proequities, Inc. | 1,463 | $407.6K | 0.03% | +1+0.1% | Added |
| Brave Asset Management Inc | 1,458 | $406.2K | 0.14% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,444 | $402.3K | 0.01% | +40+2.8% | Added |
| DDD Partners, LLC | 1,417 | $394.8K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,414 | $394.0K | 0.01% | +362+34.4% | Added |
| Zeke Capital Advisors, LLC | 1,409 | $392.6K | 0.03% | +1,409 | New |
| Drive Wealth Management, LLC | 1,403 | $391.0K | 0.20% | +102+7.8% | Added |
| Argyle Capital Management Inc. | 1,400 | $390.1K | 0.13% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,389 | $387.0K | 0.06% | +1,389 | New |
| Argent Trust Co | 1,359 | $378.6K | 0.03% | −78−5.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,357 | $378.1K | 0.07% | −360−21.0% | Reduced |
| Sawtooth Solutions, LLC | 1,336 | $372.4K | 0.05% | +128+10.6% | Added |
| Vestmark Advisory Solutions, Inc. | 1,328 | $370.1K | 0.02% | +59+4.6% | Added |
| Legacy Private Trust Co. | 1,314 | $366.1K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,207 | $363.8K | 0.02% | +181+6.0% | Added |
| J. W. Coons Advisors, LLC | 1,300 | $362.2K | 0.11% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,285 | $358.0K | 0.00% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,285 | $358.0K | 0.16% | +1,285 | New |
| Trust Co of Vermont | 1,261 | $351.3K | 0.03% | 00.0% | Unchanged |
| Bank of the West | 1,261 | $351.3K | 0.04% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,260 | $351.1K | 0.02% | −580−31.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $351.0K | 0.19% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,253 | $349.1K | 0.05% | +7+0.6% | Added |
| TD Private Client Wealth LLC | 1,253 | $349.1K | 0.02% | +117+10.3% | Added |
| Savant Capital, LLC | 1,242 | $346.1K | 0.01% | +90+7.8% | Added |
| Leonteq Securities AG | 1,242 | $346.0K | 0.02% | −202−14.0% | Reduced |
| Verdence Capital Advisors LLC | 1,240 | $345.6K | 0.04% | −1,089−46.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,240 | $345.5K | 0.04% | −2−0.2% | Reduced |
| Mark Stevens | 1,240 | $345.0K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,239 | $345.0K | 0.07% | +616+98.9% | Added |
| Lincoln National Corp | 1,226 | $341.6K | 0.01% | +261+27.0% | Added |
| Harvest Fund Management Co., Ltd | 1,217 | $339.0K | 0.09% | +1,211+20,183.3% | Added |
| Oppenheimer & Co Inc | 1,212 | $337.7K | 0.01% | −136−10.1% | Reduced |
| Proficio Capital Partners LLC | 1,210 | $337.2K | 0.06% | −51−4.0% | Reduced |
| Cross Staff Investments Inc | 1,200 | $334.3K | 0.35% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,199 | $334.1K | 0.09% | +1,199 | New |
| Valeo Financial Advisors, LLC | 1,199 | $334.1K | 0.02% | +371+44.8% | Added |
| Webster Bank, N. A. | 1,200 | $334.0K | 0.05% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 1,190 | $332.0K | 0.03% | −25−2.1% | Reduced |
| Virtu Financial LLC | 1,175 | $327.0K | 0.04% | +1,175 | New |
| Advisory Services Network, LLC | 1,160 | $323.2K | 0.01% | −653−36.0% | Reduced |
| Studio Investment Management LLC | 1,158 | $322.6K | 0.10% | +53+4.8% | Added |
| Connectus Wealth, LLC | 1,151 | $321.4K | 0.01% | −3−0.3% | Reduced |
| TownSquare Capital, LLC | 1,147 | $319.6K | 0.01% | +1,147 | New |