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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 815 | $249.4K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 819 | $250.6K | 0.01% | −73−8.2% | Reduced |
| Busey Wealth Management | 824 | $252.2K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 827 | $253.1K | 0.02% | −4,832−85.4% | Reduced |
| Ascent Group, LLC | 828 | $253.4K | 0.03% | +9+1.1% | Added |
| Mutual Advisors, LLC | 829 | $253.7K | 0.01% | −39−4.5% | Reduced |
| Penserra Capital Management LLC | 832 | $254.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 830 | $254.0K | 0.02% | −22−2.6% | Reduced |
| American National Bank | 833 | $254.9K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 834 | $255.1K | 0.03% | −230−21.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 839 | $256.8K | 0.13% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 840 | $257.1K | 0.06% | −24−2.8% | Reduced |
| Flagship Harbor Advisors, LLC | 853 | $260.9K | 0.02% | −11−1.3% | Reduced |
| XTX Topco Ltd | 859 | $262.9K | 0.06% | −819−48.8% | Reduced |
| Pitcairn Co | 859 | $262.9K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 861 | $263.5K | 0.00% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 866 | $265.0K | 0.11% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 866 | $265.1K | 0.28% | +2+0.2% | Added |
| Coastal Investment Advisors, Inc. | 866 | $265.1K | 0.06% | −53−5.8% | Reduced |
| Abacus Planning Group, Inc. | 876 | $268.1K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 880 | $269.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 895 | $272.7K | 0.01% | +165+22.6% | Added |
| Gilbert & Cook, Inc. | 899 | $275.1K | 0.05% | +49+5.8% | Added |
| Kathleen S. Wright Associates Inc. | 900 | $275.4K | 0.18% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 918 | $280.9K | 0.02% | −154−14.4% | Reduced |
| Snowden Capital Advisors LLC | 923 | $282.5K | 0.01% | −2−0.2% | Reduced |
| Auto-Owners Insurance Co | 933 | $285.5K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 936 | $286.7K | 0.00% | +8+0.9% | Added |
| Verition Fund Management LLC | 942 | $288.3K | 0.00% | +942 | New |
| Pettee Investors, Inc. | 946 | $289.5K | 0.14% | 00.0% | Unchanged |
| Baxter Bros Inc | 949 | $290.4K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 963 | $294.7K | 0.11% | −1,666−63.4% | Reduced |
| Shearwater Capital LLC | 964 | $295.1K | 0.27% | +2+0.2% | Added |
| Rice Hall James & Associates, LLC | 971 | $297.1K | 0.02% | −289−22.9% | Reduced |
| Conning Inc. | 980 | $299.9K | 0.01% | −10−1.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $300.9K | 0.17% | −1,000−50.0% | Reduced |
| Hutner Capital Management Inc | 990 | $303.0K | 0.18% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,034 | $305.7K | 0.04% | +84+8.8% | Added |
| Cross Staff Investments Inc | 1,000 | $306.0K | 0.30% | −200−16.7% | Reduced |
| Boltwood Capital Management | 1,000 | $306.0K | 0.11% | −50−4.8% | Reduced |
| Kanawha Capital Management LLC | 1,000 | $306.0K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,000 | $306.0K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,009 | $308.8K | 0.01% | −626−38.3% | Reduced |
| Crestmont Private Wealth LLC | 1,015 | $310.6K | 0.20% | +144+16.5% | Added |
| Stratos Wealth Advisors, LLC | 1,019 | $311.8K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,020 | $312.1K | 0.03% | −1−0.1% | Reduced |
| Shelton Capital Management | 1,020 | $312.1K | 0.01% | +7+0.7% | Added |
| RFG Advisory, LLC | 1,040 | $318.2K | 0.02% | +101+10.8% | Added |
| Broadleaf Partners, LLC | 1,040 | $318.3K | 0.11% | 00.0% | Unchanged |
| Kula Investments, LLC | 1,041 | $318.6K | 0.08% | +1,041 | New |
| Brighton Jones LLC | 1,043 | $319.2K | 0.02% | +1,043 | New |
| Carnegie Capital Asset Management, LLC | 1,044 | $319.5K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,048 | $320.7K | 0.02% | +5+0.5% | Added |
| Avantax Advisory Services, Inc. | 1,051 | $321.7K | 0.00% | +3+0.3% | Added |
| Cornerstone Advisory, LLC | 1,052 | $321.9K | 0.06% | +17+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,087 | $332.6K | 0.00% | +1,087 | New |
| Relaxing Retirement Coach | 1,088 | $332.9K | 0.11% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,091 | $333.9K | 0.04% | +279+34.4% | Added |
| Schechter Investment Advisors, LLC | 1,095 | $335.0K | 0.03% | +173+18.8% | Added |
| Invictus Private Wealth, LLC | 1,100 | $336.6K | 0.04% | −40−3.5% | Reduced |
| Paradigm Asset Management Co LLC | 1,100 | $336.6K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,100 | $337.0K | 0.14% | +50+4.8% | Added |
| TownSquare Capital, LLC | 1,105 | $338.2K | 0.01% | −42−3.7% | Reduced |
| Patton Albertson Miller Group, LLC | 1,108 | $339.1K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,115 | $341.2K | 0.01% | −45−3.9% | Reduced |
| Bradley Foster & Sargent Inc | 1,130 | $345.8K | 0.01% | +100+9.7% | Added |
| SRS Capital Advisors, Inc. | 1,155 | $353.4K | 0.05% | +161+16.2% | Added |
| Connectus Wealth, LLC | 1,154 | $354.1K | 0.01% | +3+0.3% | Added |
| Versor Investments LP | 1,159 | $354.7K | 0.05% | +1,159 | New |
| Tributary Capital Management, LLC | 1,160 | $355.0K | 0.03% | −30−2.5% | Reduced |
| Proficio Capital Partners LLC | 1,176 | $360.0K | 0.06% | −34−2.8% | Reduced |
| Webster Bank, N. A. | 1,200 | $367.2K | 0.05% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,200 | $367.2K | 0.09% | +1,200 | New |
| Sherbrooke Park Advisers LLC | 1,200 | $367.2K | 0.56% | +1,200 | New |
| Oppenheimer & Co Inc | 1,212 | $370.9K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,215 | $371.8K | 0.04% | −25−2.0% | Reduced |
| Two Sigma Securities, LLC | 1,220 | $373.3K | 0.03% | −265−17.8% | Reduced |
| Mark Stevens | 1,240 | $379.5K | 0.05% | 00.0% | Unchanged |
| Lincoln National Corp | 1,241 | $379.9K | 0.01% | +15+1.2% | Added |
| FineMark National Bank & Trust | 1,244 | $380.7K | 0.02% | +129+11.6% | Added |
| Maple Capital Management, Inc. | 1,246 | $381.3K | 0.05% | −7−0.6% | Reduced |
| CWA Asset Management Group, LLC | 1,248 | $381.9K | 0.03% | +1,248 | New |
| Palisades Hudson Asset Management, L.P. | 1,258 | $385.0K | 0.21% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,261 | $385.9K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,265 | $387.1K | 0.07% | −92−6.8% | Reduced |
| Fayez Sarofim & Co | 1,285 | $393.2K | 0.00% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,285 | $393.2K | 0.15% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,287 | $393.8K | 0.02% | +34+2.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,290 | $394.8K | 0.13% | +1,290 | New |
| J. W. Coons Advisors, LLC | 1,300 | $397.8K | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,312 | $401.5K | 0.04% | +256+24.2% | Added |
| Legacy Private Trust Co. | 1,314 | $402.1K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,338 | $413.4K | 0.13% | −24−1.8% | Reduced |
| Argent Trust Co | 1,353 | $414.0K | 0.03% | −6−0.4% | Reduced |
| Financial Consulate, Inc | 1,362 | $416.7K | 0.15% | +266+24.3% | Added |
| Circle Wealth Management, LLC | 1,389 | $425.1K | 0.06% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 1,400 | $428.4K | 0.15% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,406 | $430.3K | 0.02% | +765+119.3% | Added |
| DDD Partners, LLC | 1,417 | $433.6K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,426 | $436.5K | 0.01% | +184+14.8% | Added |