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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 213 | $65.2K | 0.01% | +4+1.9% | Added |
| Coston, McIsaac & Partners | 231 | $70.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 231 | $70.7K | 0.02% | −216−48.3% | Reduced |
| Sound Income Strategies, LLC | 232 | $71.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 240 | $73.0K | 0.02% | +8+3.4% | Added |
| Avalon Trust Co | 241 | $73.8K | 0.01% | +241 | New |
| Glassman Wealth Services | 242 | $74.1K | 0.01% | +47+24.1% | Added |
| North Star Investment Management Corp. | 244 | $74.7K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 250 | $76.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 255 | $78.0K | 0.02% | −12−4.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 263 | $80.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 267 | $81.7K | 0.02% | +3+1.1% | Added |
| Ronald Blue Trust, Inc. | 301 | $84.0K | 0.00% | −16−5.0% | Reduced |
| Parkside Financial Bank & Trust | 280 | $85.7K | 0.02% | −1−0.4% | Reduced |
| Belpointe Asset Management LLC | 283 | $86.6K | 0.00% | +95+50.5% | Added |
| Geo Capital Gestora de Recursos Ltd | 289 | $88.0K | 0.07% | −28−8.8% | Reduced |
| IFP Advisors, Inc | 1,867 | $89.5K | 0.00% | −1,373−42.4% | Reduced |
| JNBA Financial Advisors | 300 | $91.8K | 0.01% | −25−7.7% | Reduced |
| Your Advocates Ltd., LLP | 300 | $91.8K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 303 | $92.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 305 | $93.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 309 | $94.4K | 0.02% | −12−3.7% | Reduced |
| Atticus Wealth Management, LLC | 315 | $96.4K | 0.04% | −175−35.7% | Reduced |
| Harbour Investments, Inc. | 316 | $96.7K | 0.01% | −79−20.0% | Reduced |
| Clear Street Markets LLC | 320 | $98.0K | 0.03% | −919−74.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 322 | $98.4K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 350 | $107.1K | 0.08% | +350 | New |
| Grove Bank & Trust | 356 | $108.9K | 0.02% | +22+6.6% | Added |
| BerganKDV Wealth Management, LLC | 356 | $108.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 360 | $110.2K | 0.02% | +30+9.1% | Added |
| Byrne Asset Management LLC | – | $120.0K | 0.09% | – | – |
| Ameritas Advisory Services, LLC | 399 | $120.8K | 0.01% | +399 | New |
| Massmutual Trust Co FSB | 418 | $127.9K | 0.00% | −27−6.1% | Reduced |
| Manchester Capital Management LLC | 422 | $129.1K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 428 | $131.0K | 0.09% | +187+77.6% | Added |
| Farther Finance Advisors, LLC | 461 | $141.1K | 0.04% | −5−1.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 465 | $142.3K | 0.01% | −2,244−82.8% | Reduced |
| Arlington Partners LLC | 470 | $143.8K | 0.02% | +240+104.3% | Added |
| Allworth Financial LP | 484 | $148.1K | 0.00% | +37+8.3% | Added |
| TCI Wealth Advisors, Inc. | 487 | $149.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $153.0K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $153.0K | 0.07% | +490+4,900.0% | Added |
| World Equity Group, Inc. | 22,679 | $158.3K | 0.03% | +22,679 | New |
| Islay Capital Management, LLC | 541 | $165.6K | 0.16% | −1,329−71.1% | Reduced |
| Close Asset Management Ltd | 550 | $168.0K | 0.01% | +50+10.0% | Added |
| FinTrust Capital Advisors, LLC | 634 | $176.6K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 579 | $177.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 595 | $182.0K | 0.04% | −622−51.1% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 600 | $183.4K | 0.01% | −400−40.0% | Reduced |
| Exos TFP Holdings LLC | 614 | $187.9K | 0.05% | +448+269.9% | Added |
| Twin Lakes Capital Management, LLC | 619 | $189.4K | 0.14% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 633 | $193.7K | 0.00% | +487+333.6% | Added |
| Sandy Spring Bank | 634 | $194.0K | 0.01% | −95−13.0% | Reduced |
| Magellan Asset Management Ltd | 639 | $195.5K | 0.00% | −31−4.6% | Reduced |
| Integrated Wealth Concepts LLC | 656 | $201.0K | 0.00% | +656 | New |
| Caldwell Trust Co | 660 | $202.0K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 661 | $202.3K | 0.03% | +661 | New |
| Little House Capital LLC | 661 | $202.3K | 0.10% | +661 | New |
| Buckingham Strategic Wealth, LLC | 730 | $203.4K | 0.00% | 00.0% | Unchanged |
| Geller Advisors LLC | 672 | $205.6K | 0.03% | +672 | New |
| Lindbrook Capital, LLC | 678 | $207.5K | 0.02% | +227+50.3% | Added |
| FourThought Financial Partners, LLC | 685 | $209.6K | 0.03% | −72−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 686 | $209.9K | 0.03% | +686 | New |
| Guyasuta Investment Advisors Inc | 686 | $209.9K | 0.02% | +686 | New |
| Kathmere Capital Management, LLC | 687 | $210.2K | 0.03% | −88−11.4% | Reduced |
| Mayfair Advisory Group, LLC | 700 | $211.6K | 0.23% | 00.0% | Unchanged |
| Addison Advisors LLC | 697 | $213.3K | 0.12% | +58+9.1% | Added |
| Federated Hermes, Inc. | 701 | $214.5K | 0.00% | −235−25.1% | Reduced |
| Gladstone Institutional Advisory LLC | 706 | $216.1K | 0.01% | −13−1.8% | Reduced |
| HCR Wealth Advisors | 712 | $217.9K | 0.04% | −100−12.3% | Reduced |
| McLean Asset Management Corp | 715 | $219.0K | 0.09% | −5−0.7% | Reduced |
| Carson Advisory Inc. | 720 | $220.3K | 0.20% | 00.0% | Unchanged |
| Perpetual Ltd | 724 | $221.6K | 0.00% | +724 | New |
| AE Wealth Management LLC | 729 | $223.2K | 0.00% | +729 | New |
| Clifford Swan Investment Counsel LLC | 733 | $224.3K | 0.01% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 742 | $227.1K | 0.23% | 00.0% | Unchanged |
| Oak Thistle LLC | 744 | $227.7K | 0.13% | +744 | New |
| Abn Amro Investment Solutions | 744 | $227.7K | 0.00% | +744 | New |
| Tocqueville Asset Management L.P. | 745 | $228.0K | 0.00% | +745 | New |
| Legacy Financial Advisors, Inc. | 747 | $228.8K | 0.05% | +747 | New |
| Fidelis Capital Partners, LLC | 754 | $229.7K | 0.10% | +754 | New |
| WSFS Capital Management, LLC | 751 | $229.9K | 0.02% | +751 | New |
| Aaron Wealth Advisors | 759 | $232.3K | 0.03% | −59−7.2% | Reduced |
| BSW Wealth Partners | 760 | $232.6K | 0.05% | −26−3.3% | Reduced |
| Birch Hill Investment Advisors LLC | 770 | $235.6K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 770 | $235.6K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 779 | $238.3K | 0.01% | +779 | New |
| Banco BTG Pactual S.A. | 800 | $239.5K | 0.11% | +800 | New |
| Texas Capital Bank Wealth Management Services Inc | 784 | $239.9K | 0.03% | −30−3.7% | Reduced |
| Castleview Partners, LLC | 784 | $239.9K | 0.21% | +5+0.6% | Added |
| Fenimore Asset Management Inc | 787 | $240.8K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 788 | $241.1K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 795 | $243.3K | 0.01% | −67−7.8% | Reduced |
| Capital Advisors, Ltd. LLC | 796 | $244.0K | 0.04% | −12−1.5% | Reduced |
| Atwood & Palmer Inc | 800 | $244.8K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $244.8K | 0.03% | 00.0% | Unchanged |
| 626 Financial, LLC | 800 | $244.8K | 0.16% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 801 | $245.2K | 0.01% | +801 | New |
| Tilt Investment Management Holdings, PBC | 839 | $246.0K | 0.18% | +107+14.6% | Added |
| Fort Point Capital Partners LLC | 809 | $247.6K | 0.04% | 00.0% | Unchanged |