Moodys Corp

MCO

Exchange: NYSE
Industry: Services-Consumer Credit Reporting, Collection Agencies
SEC CIK: 0001059556

SEC filings (opens in a new tab)

In the last 90 days, Moodys Corp insiders filed 0 open-market purchases and 2 sales; 1,415 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, Q1 2023

Institutional positions in Moodys Corp as of Mar 31, 2023. 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; +19 vs. Q4 2022
Shares held: 169.9M; −274.0K (−0.2%) vs. Q4 2022
Total value: $52.0B; +$4.56B (+9.6%) vs. Q4 2022
New holders: 87; 337 more added
Sold out: 68; 344 more reduced

19 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 966 institutions

Value heldQ1 2023: $52.0B

Institutions holding MCO and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,415	$71.7B
Q1 2026	1,387	$70.1B
Q4 2025	1,425	$83.1B
Q3 2025	1,337	$77.0B
Q2 2025	1,347	$82.9B
Q1 2025	1,315	$77.5B
Q4 2024	1,303	$78.2B
Q3 2024	1,209	$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, Q1 2023

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q4 2022.

Institutions holding MCO in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
GW&K Investment Management, LLC	1	$0	0.00%	+1	New
Hollencrest Capital Management	1	$306	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	1	$306	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	1	$307	0.00%	00.0%	Unchanged
PSI Advisors, LLC	3	$918	0.00%	00.0%	Unchanged
Rise Advisors, LLC	3	$918	0.00%	+3	New
Centerpoint Advisors, LLC	4	$1.00K	0.00%	+4	New
Global Financial Private Client, LLC	4	$1.22K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	5	$1.53K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	5	$1.53K	0.00%	00.0%	Unchanged
Stonebridge Capital Advisors LLC	5	$1.54K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	6	$1.84K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	6	$1.84K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	6	$1.84K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	6	$1.84K	0.00%	+6	New
GeoWealth Management, LLC	6	$2.00K	0.00%	−1,705−99.6%	Reduced
Old North State Trust, LLC	6	$2.00K	0.00%	00.0%	Unchanged
Washington Trust Co	7	$2.14K	0.00%	+1+16.7%	Added
Colonial Trust Advisors	8	$2.45K	0.00%	−1−11.1%	Reduced
Aspire Private Capital, LLC	8	$2.45K	0.00%	00.0%	Unchanged
Motco	9	$2.75K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	11	$3.37K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	12	$3.67K	0.00%	+1+9.1%	Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	12	$3.67K	0.00%	+6+100.0%	Added
Bogart Wealth, LLC	12	$3.67K	0.00%	+12	New
Thomas J. Herzfeld Advisors, Inc.	15	$4.59K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	16	$4.90K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	17	$5.20K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	17	$5.25K	0.00%	00.0%	Unchanged
Investors Research Corp	22	$6.73K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	23	$7.04K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	23	$7.04K	0.00%	+23	New
Fortis Capital Advisors, LLC	24	$7.34K	0.00%	00.0%	Unchanged
Abound Wealth Management	24	$7.35K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	25	$7.64K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	25	$7.65K	0.00%	−13−34.2%	Reduced
Legacy Bridge, LLC	25	$7.65K	0.01%	00.0%	Unchanged
Schubert & Co	26	$7.96K	0.01%	+4+18.2%	Added
Raffa Wealth Management, LLC	28	$8.57K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	28	$8.57K	0.00%	00.0%	Unchanged
Vigilant Capital Management, LLC	28	$9.00K	0.00%	−8−22.2%	Reduced
Tradition Wealth Management, LLC	28	$9.00K	0.00%	+28	New
Venturi Wealth Management, LLC	31	$9.49K	0.00%	+31	New
SOA Wealth Advisors, LLC.	32	$9.79K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	34	$10.3K	0.00%	+4+13.3%	Added
Logan Capital Management Inc	34	$10.4K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	39	$11.9K	0.01%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	40	$12.3K	0.00%	+40	New
Riverview Trust Co	45	$13.8K	0.01%	−597−93.0%	Reduced
Oakworth Capital, Inc.	45	$13.8K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	47	$14.0K	0.00%	00.0%	Unchanged
Quarry LP	48	$14.7K	0.01%	+26+118.2%	Added
BDO Wealth Advisors, LLC	51	$15.6K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	57	$17.0K	0.00%	+1+1.8%	Added
Hantz Financial Services, Inc.	55	$17.0K	0.00%	00.0%	Unchanged
Wesleyan Assurance Society	60	$18.0K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	59	$18.2K	0.01%	+23+63.9%	Added
WealthPLAN Partners, LLC	63	$19.3K	0.00%	+63	New
JFS Wealth Advisors, LLC	65	$19.9K	0.00%	−59−47.6%	Reduced
Sunbelt Securities, Inc.	69	$20.8K	0.00%	+69	New
HWG Holdings LP	69	$21.1K	0.01%	00.0%	Unchanged
West Paces Advisors Inc.	75	$23.0K	0.01%	00.0%	Unchanged
AdvisorNet Financial, Inc	75	$23.0K	0.00%	+12+19.0%	Added
Earnest Partners LLC	78	$23.9K	0.00%	00.0%	Unchanged
Twin Tree Management, LP	79	$24.2K	0.00%	+79	New
Jones Financial Companies LLLP	81	$24.8K	0.00%	−17−17.3%	Reduced
MV Capital Management, Inc.	81	$24.8K	0.00%	+21+35.0%	Added
Covestor Ltd	82	$25.0K	0.02%	−12−12.8%	Reduced
Ogorek Anthony Joseph	84	$25.0K	0.01%	00.0%	Unchanged
Core Alternative Capital	85	$26.0K	0.00%	+6+7.6%	Added
Sugarloaf Wealth Management, LLC	87	$26.6K	0.01%	00.0%	Unchanged
Leonteq Securities AG	100	$30.6K	0.00%	−1,142−91.9%	Reduced
Geneos Wealth Management Inc.	100	$30.6K	0.00%	−100−50.0%	Reduced
Ancora Advisors, LLC	100	$30.6K	0.00%	+98+4,900.0%	Added
Strategic Investment Solutions, Inc.	100	$30.6K	0.01%	+100	New
Compass Wealth Management LLC	102	$31.2K	0.01%	00.0%	Unchanged
City State Bank	106	$32.0K	0.02%	00.0%	Unchanged
Pointe Capital Management LLC	107	$32.7K	0.02%	+107	New
State of Wyoming	110	$33.7K	0.01%	+110	New
Taikang Asset Management (Hong Kong) Co Ltd	16,306	$39.2K	0.90%	+3,788+30.3%	Added
Farmers & Merchants Investments Inc	129	$39.5K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	136	$41.6K	0.01%	00.0%	Unchanged
Atlas Capital Advisors LLC	148	$45.3K	0.01%	+62+72.1%	Added
Princeton Global Asset Management LLC	154	$47.1K	0.01%	00.0%	Unchanged
Silvant Capital Management LLC	157	$48.0K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	158	$48.4K	0.01%	−41−20.6%	Reduced
Milestone Investment Advisors LLC	163	$49.9K	0.02%	+163	New
Studio Investment Management LLC	164	$50.2K	0.02%	−994−85.8%	Reduced
Cary Street Partners Asset Management LLC	170	$52.0K	0.01%	−22−11.5%	Reduced
Loomis Sayles & Co L P	173	$53.0K	0.00%	+71+69.6%	Added
Carolinas Wealth Consulting LLC	174	$53.1K	0.01%	−24−12.1%	Reduced
Spire Wealth Management	175	$53.6K	0.00%	−41−19.0%	Reduced
Jackson, Grant Investment Advisers, Inc.	182	$55.7K	0.03%	+13+7.7%	Added
EverSource Wealth Advisors, LLC	184	$56.3K	0.01%	−311−62.8%	Reduced
Global Retirement Partners, LLC	196	$58.8K	0.00%	+62+46.3%	Added
M&R Capital Management Inc	200	$61.2K	0.02%	00.0%	Unchanged
Edmond de Rothschild Holding S.A.	200	$61.2K	0.00%	00.0%	Unchanged
Deseret Mutual Benefit Administrators	200	$61.2K	0.02%	00.0%	Unchanged
MB, Levis & Associates, LLC	200	$61.2K	0.04%	00.0%	Unchanged
KB Financial Partners, LLC	207	$63.0K	0.02%	−42−16.9%	Reduced