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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 1,444 | $441.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,448 | $443.1K | 0.41% | +1,448 | New |
| Drive Wealth Management, LLC | 1,450 | $443.6K | 0.19% | +47+3.3% | Added |
| Blueshift Asset Management, LLC | 1,456 | $445.6K | 0.19% | +1,456 | New |
| Ellevest, Inc. | 1,457 | $445.9K | 0.03% | +360+32.8% | Added |
| Brave Asset Management Inc | 1,458 | $446.2K | 0.14% | 00.0% | Unchanged |
| Proequities, Inc. | 1,459 | $446.5K | 0.03% | −4−0.3% | Reduced |
| Marshall Financial Group LLC | 1,461 | $447.2K | 0.16% | −3,235−68.9% | Reduced |
| Desjardins Global Asset Management Inc. | 1,469 | $449.0K | 0.06% | +989+206.0% | Added |
| Charter Trust Co | 1,488 | $455.4K | 0.04% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,502 | $459.5K | 0.03% | +1,502 | New |
| Baader Bank INC | 1,506 | $460.5K | 0.03% | −7,997−84.2% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $460.6K | 0.19% | +5+0.3% | Added |
| Panagora Asset Management Inc | 1,507 | $461.2K | 0.00% | −431−22.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,507 | $461.2K | 0.13% | +1,507 | New |
| Empower Advisory Group, LLC | 1,541 | $468.9K | 0.00% | +1,541 | New |
| Castle Rock Wealth Management, LLC | 1,543 | $472.1K | 0.17% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,544 | $472.5K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 1,559 | $477.1K | 0.31% | +1,559 | New |
| Sound View Wealth Advisors Group, LLC | 1,564 | $478.6K | 0.07% | −106−6.3% | Reduced |
| Lido Advisors, LLC | 1,566 | $479.4K | 0.01% | −7,526−82.8% | Reduced |
| Spinnaker Trust | 1,585 | $485.0K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 1,611 | $493.0K | 0.16% | +1,611 | New |
| Choate Investment Advisors | 1,628 | $498.2K | 0.02% | −35−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,633 | $500.0K | 0.03% | −20−1.2% | Reduced |
| Pacific Global Investment Management CO | 1,671 | $511.3K | 0.11% | −3−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,676 | $513.0K | 0.02% | −150−8.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,684 | $515.4K | 0.10% | −42−2.4% | Reduced |
| Ritholtz Wealth Management | 1,695 | $518.8K | 0.03% | +1,695 | New |
| Dodge & Cox | 1,702 | $520.8K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,703 | $521.2K | 0.04% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,724 | $527.6K | 0.20% | +44+2.6% | Added |
| Baker Tilly Wealth Management, LLC | 1,726 | $528.2K | 0.06% | −36−2.0% | Reduced |
| Symmetry Partners, LLC | 1,743 | $533.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,744 | $533.7K | 0.22% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,746 | $534.3K | 0.04% | −320−15.5% | Reduced |
| Balentine LLC | 1,754 | $536.8K | 0.02% | −106−5.7% | Reduced |
| Morris Financial Concepts, Inc. | 1,765 | $540.2K | 0.38% | 00.0% | Unchanged |
| Rockland Trust Co | 1,785 | $546.2K | 0.03% | −1,785−50.0% | Reduced |
| HB Wealth Management, LLC | 1,787 | $546.9K | 0.01% | +145+8.8% | Added |
| Valeo Financial Advisors, LLC | 1,794 | $549.0K | 0.03% | +595+49.6% | Added |
| Trust Asset Management LLC | 1,820 | $557.0K | 0.06% | +3+0.2% | Added |
| Reynders McVeigh Capital Management, LLC | 1,821 | $557.0K | 0.04% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 1,875 | $573.8K | 0.07% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,878 | $574.7K | 0.23% | −6−0.3% | Reduced |
| Patriot Investment Management Inc. | 1,890 | $578.4K | 0.05% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,893 | $579.0K | 0.66% | +73+4.0% | Added |
| Profund Advisors LLC | 1,907 | $583.6K | 0.04% | +91+5.0% | Added |
| Fund Management at Engine No. 1 LLC | 1,911 | $584.8K | 0.12% | +177+10.2% | Added |
| Riversedge Advisors, LLC | 1,912 | $585.1K | 0.17% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,914 | $585.7K | 0.03% | +257+15.5% | Added |
| Graham Capital Management, L.P. | 1,935 | $592.1K | 0.02% | +1,935 | New |
| Ameritas Investment Partners, Inc. | 1,942 | $594.3K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,946 | $595.0K | 0.12% | −35−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,959 | $599.0K | 0.02% | −1,489−43.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,968 | $602.2K | 0.15% | +769+64.1% | Added |
| Stonebridge Capital Management Inc | 2,000 | $612.0K | 0.29% | 00.0% | Unchanged |
| Veriti Management LLC | 2,018 | $617.6K | 0.07% | +174+9.4% | Added |
| Sentry LLC | 2,042 | $624.9K | 0.15% | +2,042 | New |
| Cresset Asset Management, LLC | 2,056 | $629.2K | 0.01% | −338−14.1% | Reduced |
| Great Lakes Retirement, Inc. | 2,070 | $633.4K | 0.12% | +133+6.9% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $633.5K | 0.14% | +2,070 | New |
| DoubleLine ETF Adviser LP | 2,074 | $634.7K | 0.27% | −152−6.8% | Reduced |
| Seneca Financial Advisors LLC | 2,100 | $642.6K | 0.41% | +2,100 | New |
| PFG Advisors | 2,102 | $643.3K | 0.05% | −106−4.8% | Reduced |
| Essex Investment Management Co LLC | 2,104 | $643.9K | 0.09% | +2,104 | New |
| Siemens Fonds Invest GmbH | 2,133 | $652.7K | 0.07% | −19−0.9% | Reduced |
| Johnson Investment Counsel Inc | 2,139 | $654.6K | 0.01% | +63+3.0% | Added |
| Personal Cfo Solutions, LLC | 2,157 | $660.1K | 0.14% | −39−1.8% | Reduced |
| Azzad Asset Management Inc | 2,172 | $664.6K | 0.09% | +318+17.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,199 | $672.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,199 | $673.0K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,250 | $688.5K | 0.23% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,263 | $693.0K | 0.00% | −2,922−56.4% | Reduced |
| FORA Capital, LLC | 2,294 | $702.0K | 0.07% | −5,384−70.1% | Reduced |
| Delta Investment Management, LLC | 2,313 | $707.9K | 0.20% | −216−8.5% | Reduced |
| Unigestion Holding SA | 2,355 | $708.7K | 0.04% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 2,317 | $708.9K | 0.16% | +365+18.7% | Added |
| Cozad Asset Management Inc | 2,320 | $710.0K | 0.09% | −100−4.1% | Reduced |
| Bienville Capital Management, LLC | 2,327 | $712.1K | 0.28% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,349 | $719.0K | 0.03% | +2,349 | New |
| MAI Capital Management | 2,380 | $728.3K | 0.01% | +174+7.9% | Added |
| Mission Wealth Management, LP | 2,403 | $735.5K | 0.03% | +2,403 | New |
| Brown Brothers Harriman & Co | 2,407 | $736.6K | 0.01% | +19+0.8% | Added |
| Capstone Investment Advisors, LLC | 2,426 | $742.4K | 0.02% | +867+55.6% | Added |
| CAPROCK Group, Inc. | 2,458 | $752.4K | 0.06% | +2,458 | New |
| Steward Partners Investment Advisory, LLC | 2,472 | $756.5K | 0.01% | −91−3.6% | Reduced |
| Triangle Securities Wealth Management | 2,491 | $762.3K | 0.27% | −36−1.4% | Reduced |
| Accretive Wealth Partners, LLC | 2,506 | $767.0K | 0.49% | +64+2.6% | Added |
| Boston Private Wealth LLC | 2,522 | $771.9K | 0.01% | −123−4.7% | Reduced |
| Avitas Wealth Management LLC | 2,526 | $773.0K | 0.15% | +2,526 | New |
| Credential Qtrade Securities Inc. | 2,551 | $780.7K | 0.05% | +73+2.9% | Added |
| Capital Analysts, LLC | 2,565 | $785.0K | 0.04% | −25−1.0% | Reduced |
| Coldstream Capital Management Inc | 2,569 | $786.1K | 0.03% | +123+5.0% | Added |
| CWM, LLC | 2,575 | $788.0K | 0.01% | +191+8.0% | Added |
| Verdence Capital Advisors LLC | 2,582 | $790.0K | 0.10% | +1,342+108.2% | Added |
| Bridges Investment Management Inc | 2,600 | $795.7K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,611 | $799.0K | 0.01% | +139+5.6% | Added |
| K.J. Harrison & Partners Inc | 2,619 | $801.5K | 0.16% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,627 | $804.0K | 0.15% | −69−2.6% | Reduced |