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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 1,141 | $318.0K | 0.03% | −166−12.7% | Reduced |
| Invictus Private Wealth, LLC | 1,140 | $317.6K | 0.04% | +1,140 | New |
| International Assets Investment Management, LLC | 1,118 | $311.5K | 0.03% | +1,118 | New |
| FineMark National Bank & Trust | 1,115 | $310.7K | 0.01% | −36−3.1% | Reduced |
| Patton Albertson Miller Group, LLC | 1,108 | $308.7K | 0.06% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,100 | $306.5K | 0.09% | +1,100 | New |
| Ellevest, Inc. | 1,097 | $305.7K | 0.03% | +255+30.3% | Added |
| Financial Consulate, Inc | 1,096 | $305.3K | 0.11% | +28+2.6% | Added |
| RFG Advisory, LLC | 939 | $304.5K | 0.02% | −17−1.8% | Reduced |
| Relaxing Retirement Coach | 1,088 | $303.1K | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,072 | $298.7K | 0.02% | +113+11.8% | Added |
| IFP Advisors, Inc | 3,240 | $297.0K | 0.01% | −203−5.9% | Reduced |
| NorthRock Partners, LLC | 1,064 | $296.6K | 0.03% | +1,064 | New |
| Atria Wealth Solutions, Inc. | 1,064 | $296.5K | 0.00% | +172+19.3% | Added |
| Quadrant Capital Group LLC | 1,056 | $294.2K | 0.03% | +127+13.7% | Added |
| Sentry Investment Management LLC | 1,050 | $293.0K | 0.13% | −35−3.2% | Reduced |
| Boltwood Capital Management | 1,050 | $292.6K | 0.12% | −100−8.7% | Reduced |
| Avantax Advisory Services, Inc. | 1,048 | $292.0K | 0.00% | −434−29.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,044 | $290.9K | 0.01% | +1+0.1% | Added |
| Howland Capital Management LLC | 1,043 | $290.6K | 0.02% | +5+0.5% | Added |
| Broadleaf Partners, LLC | 1,040 | $290.0K | 0.11% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 1,040 | $289.8K | 0.01% | +176+20.4% | Added |
| Cornerstone Advisory, LLC | 1,035 | $288.4K | 0.06% | +2+0.2% | Added |
| Bradley Foster & Sargent Inc | 1,030 | $287.0K | 0.01% | −46−4.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,021 | $284.5K | 0.03% | +36+3.7% | Added |
| Stratos Wealth Advisors, LLC | 1,019 | $283.9K | 0.02% | +1,019 | New |
| Shelton Capital Management | 1,013 | $282.2K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $279.0K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,000 | $278.6K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $278.5K | 0.01% | +1,000 | New |
| SRS Capital Advisors, Inc. | 994 | $277.0K | 0.04% | −205−17.1% | Reduced |
| Conning Inc. | 990 | $275.8K | 0.01% | −13−1.3% | Reduced |
| Hutner Capital Management Inc | 990 | $275.8K | 0.17% | −15−1.5% | Reduced |
| Wedmont Private Capital | 950 | $275.2K | 0.04% | +950 | New |
| Wolverine Trading, LLC | 988 | $275.0K | 0.00% | −3,569−78.3% | Reduced |
| Shearwater Capital LLC | 962 | $268.0K | 0.27% | +2+0.2% | Added |
| Baxter Bros Inc | 949 | $264.0K | 0.04% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 946 | $264.0K | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 936 | $260.8K | 0.00% | −260−21.7% | Reduced |
| Auto-Owners Insurance Co | 933 | $260.0K | 0.01% | +933 | New |
| D.A. Davidson & Co. | 928 | $258.7K | 0.00% | +928 | New |
| Snowden Capital Advisors LLC | 925 | $257.7K | 0.01% | −171−15.6% | Reduced |
| Schechter Investment Advisors, LLC | 922 | $256.8K | 0.02% | −35−3.7% | Reduced |
| Coastal Investment Advisors, Inc. | 919 | $256.1K | 0.06% | 00.0% | Unchanged |
| Point72 Middle East FZE | 902 | $251.3K | 0.02% | +902 | New |
| Kathleen S. Wright Associates Inc. | 900 | $251.0K | 0.17% | −300−25.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 892 | $248.6K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 880 | $245.2K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 606 | $244.9K | 0.13% | +606 | New |
| Abacus Planning Group, Inc. | 876 | $244.1K | 0.07% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 871 | $242.7K | 0.17% | +871 | New |
| Mutual Advisors, LLC | 868 | $241.9K | 0.01% | +868 | New |
| Sunflower Bank, N.A. | 864 | $241.0K | 0.05% | −279−24.4% | Reduced |
| Roanoke Asset Management Corp | 866 | $241.0K | 0.11% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 864 | $240.8K | 0.28% | −5−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 864 | $240.6K | 0.02% | +3+0.3% | Added |
| First Foundation Advisors | 862 | $240.2K | 0.01% | +862 | New |
| Dynamic Technology Lab Private Ltd | 862 | $240.0K | 0.02% | −3,008−77.7% | Reduced |
| Synovus Financial Corp | 861 | $239.9K | 0.00% | −7−0.8% | Reduced |
| Pitcairn Co | 859 | $239.3K | 0.02% | −29−3.3% | Reduced |
| Summit Financial, LLC | 852 | $237.4K | 0.02% | −44−4.9% | Reduced |
| Gilbert & Cook, Inc. | 850 | $236.8K | 0.04% | +28+3.4% | Added |
| Carmichael Hill & Associates, Inc. | 839 | $233.8K | 0.13% | 00.0% | Unchanged |
| American National Bank | 833 | $232.0K | 0.05% | +790+1,837.2% | Added |
| Nomura Holdings Inc | 835 | $232.0K | 0.00% | +835 | New |
| Penserra Capital Management LLC | 832 | $231.0K | 0.01% | −57−6.4% | Reduced |
| Acrisure Capital Management, LLC | 828 | $230.7K | 0.26% | +828 | New |
| Busey Wealth Management | 824 | $229.6K | 0.01% | +824 | New |
| Ascent Group, LLC | 819 | $228.2K | 0.03% | +819 | New |
| Aaron Wealth Advisors | 818 | $227.9K | 0.03% | −160−16.4% | Reduced |
| GWM Advisors LLC | 3,530 | $227.4K | 0.01% | −355−9.1% | Reduced |
| Baldwin Brothers Inc | 815 | $227.1K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 814 | $226.8K | 0.03% | −20−2.4% | Reduced |
| HCR Wealth Advisors | 812 | $226.2K | 0.05% | +812 | New |
| Stokes Family Office, LLC | 812 | $226.2K | 0.03% | +812 | New |
| Fort Point Capital Partners LLC | 809 | $225.4K | 0.04% | +809 | New |
| Capital Advisors, Ltd. LLC | 808 | $225.0K | 0.04% | +11+1.4% | Added |
| Atwood & Palmer Inc | 800 | $222.9K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $222.9K | 0.03% | +800 | New |
| 626 Financial, LLC | 800 | $222.9K | 0.15% | +800 | New |
| GSB Wealth Management, LLC | 788 | $219.6K | 0.08% | +788 | New |
| Fenimore Asset Management Inc | 787 | $219.0K | 0.01% | +787 | New |
| BSW Wealth Partners | 786 | $219.0K | 0.05% | +786 | New |
| Castleview Partners, LLC | 779 | $217.0K | 0.21% | +65+9.1% | Added |
| Kathmere Capital Management, LLC | 775 | $215.9K | 0.04% | +775 | New |
| Birch Hill Investment Advisors LLC | 770 | $214.5K | 0.01% | +770 | New |
| LGT Fund Management Co Ltd. | 770 | $214.5K | 0.09% | +770 | New |
| YorkBridge Wealth Partners, LLC | 767 | $213.7K | 0.05% | +767 | New |
| FourThought Financial Partners, LLC | 757 | $210.9K | 0.03% | +757 | New |
| Silvia McColl Wealth Management, LLC | 742 | $206.7K | 0.20% | +742 | New |
| Advisors Asset Management, Inc. | 741 | $206.5K | 0.00% | −206−21.8% | Reduced |
| Pendal Group Limited | 738 | $205.6K | 0.00% | +738 | New |
| Clifford Swan Investment Counsel LLC | 733 | $204.2K | 0.01% | +733 | New |
| United Capital Financial Advisers, LLC | 732 | $203.9K | 0.00% | +732 | New |
| Tilt Investment Management Holdings, PBC | 732 | $203.9K | 0.17% | +732 | New |
| Mayfair Advisory Group, LLC | 700 | $203.6K | 0.26% | +700 | New |
| CX Institutional | 730 | $203.4K | 0.01% | +730 | New |
| Buckingham Strategic Wealth, LLC | 730 | $203.4K | 0.00% | +730 | New |
| Sandy Spring Bank | 729 | $203.1K | 0.01% | −158−17.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 720 | $201.0K | 0.28% | +720 | New |