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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 2,632 | $806.0K | 0.05% | +650+32.8% | Added |
| Smithfield Trust Co | 2,663 | $812.0K | 0.05% | −70−2.6% | Reduced |
| Central Trust Co | 2,654 | $812.2K | 0.02% | +13+0.5% | Added |
| Ropes Wealth Advisors LLC | 2,656 | $812.8K | 0.15% | +16+0.6% | Added |
| Washington Trust Advisors, Inc. | 2,676 | $818.9K | 0.08% | −59−2.2% | Reduced |
| Epoch Investment Partners, Inc. | 2,678 | $819.5K | 0.00% | −3−0.1% | Reduced |
| Clarius Group, LLC | 2,684 | $821.4K | 0.07% | −136−4.8% | Reduced |
| Miracle Mile Advisors, LLC | 2,692 | $823.8K | 0.03% | −30−1.1% | Reduced |
| Cubist Systematic Strategies, LLC | 2,717 | $831.5K | 0.01% | −24,718−90.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,722 | $833.0K | 0.07% | +668+32.5% | Added |
| Rodgers Brothers Inc. | 2,736 | $837.4K | 0.16% | −125−4.4% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $839.1K | 0.17% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,758 | $844.0K | 0.00% | −22−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 2,762 | $845.1K | 0.02% | +155+5.9% | Added |
| Whittier Trust Co | 2,819 | $862.6K | 0.02% | +373+15.2% | Added |
| HM Payson & Co | 2,827 | $865.1K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,865 | $876.7K | 0.06% | +2,810+5,109.1% | Added |
| Monte Financial Group, LLC | 2,869 | $877.9K | 0.46% | +172+6.4% | Added |
| Exchange Traded Concepts, LLC | 2,880 | $881.3K | 0.02% | +281+10.8% | Added |
| Raymond James Trust N.A. | 2,886 | $883.0K | 0.03% | +479+19.9% | Added |
| Meeder Advisory Services, Inc. | 2,889 | $884.1K | 0.10% | +207+7.7% | Added |
| Umb Bank N A | 2,910 | $890.5K | 0.01% | −53−1.8% | Reduced |
| Private Advisor Group, LLC | 2,918 | $893.0K | 0.01% | −289−9.0% | Reduced |
| GWM Advisors LLC | 2,925 | $895.1K | 0.01% | −605−17.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,955 | $904.4K | 0.00% | −72−2.4% | Reduced |
| Pegasus Partners Ltd. | 2,963 | $906.7K | 0.14% | +25+0.9% | Added |
| Key Financial Inc | 2,970 | $908.9K | 0.33% | +1,000+50.8% | Added |
| Mystic Asset Management, Inc. | 3,000 | $918.1K | 0.51% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,063 | $936.0K | 0.00% | +303+11.0% | Added |
| Fortis Capital Management LLC | 3,079 | $942.3K | 0.38% | +414+15.5% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $949.9K | 0.23% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,120 | $954.8K | 0.13% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 3,150 | $964.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 3,186 | $975.0K | 0.05% | +396+14.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,186 | $975.0K | 0.01% | −3,462−52.1% | Reduced |
| Value Partners Investments Inc. | 3,199 | $977.7K | 0.08% | +50+1.6% | Added |
| Thompson Siegel & Walmsley LLC | 3,200 | $979.0K | 0.02% | −300−8.6% | Reduced |
| Pinnacle Financial Partners Inc | 3,230 | $988.4K | 0.03% | +433+15.5% | Added |
| Exencial Wealth Advisors, LLC | 3,232 | $989.1K | 0.05% | −12−0.4% | Reduced |
| Clark Capital Management Group, Inc. | 3,242 | $992.1K | 0.01% | −423−11.5% | Reduced |
| Beacon Pointe Advisors, LLC | 3,254 | $995.8K | 0.02% | +576+21.5% | Added |
| Signaturefd, LLC | 3,304 | $1.01M | 0.03% | +74+2.3% | Added |
| Hills Bank & Trust Co | 3,318 | $1.02M | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,361 | $1.03M | 0.06% | −114−3.3% | Reduced |
| Asset Management Group, Inc. | 3,364 | $1.03M | 0.23% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,373 | $1.03M | 0.07% | +3,176+1,612.2% | Added |
| Legacy Advisors, LLC | 3,380 | $1.03M | 0.19% | +452+15.4% | Added |
| Ergoteles LLC | 3,382 | $1.03M | 0.04% | +3,382 | New |
| Vident Investment Advisory, LLC | 3,396 | $1.04M | 0.03% | +743+28.0% | Added |
| TD Waterhouse Canada Inc. | 3,401 | $1.05M | 0.01% | −847−19.9% | Reduced |
| Waldron Private Wealth LLC | 3,463 | $1.06M | 0.05% | +778+29.0% | Added |
| Assetmark, Inc | 3,464 | $1.06M | 0.00% | −269−7.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,474 | $1.06M | 0.16% | +3,474 | New |
| AQR Capital Management LLC | 3,511 | $1.07M | 0.00% | −45−1.3% | Reduced |
| Bessemer Group Inc | 3,540 | $1.08M | 0.00% | −93−2.6% | Reduced |
| ING Groep NV | 3,573 | $1.09M | 0.01% | +1,885+111.7% | Added |
| Cetera Advisors LLC | 3,627 | $1.11M | 0.02% | −620−14.6% | Reduced |
| Bleakley Financial Group, LLC | 3,649 | $1.12M | 0.04% | +326+9.8% | Added |
| Sawtooth Solutions, LLC | 3,650 | $1.12M | 0.03% | +2,314+173.2% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.13M | 0.54% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,697 | $1.13M | 0.17% | +10.0% | Added |
| National Asset Management, Inc. | 3,699 | $1.13M | 0.03% | −502−11.9% | Reduced |
| Cypress Capital Group | 3,719 | $1.14M | 0.17% | −1,098−22.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.14M | 0.58% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 3,790 | $1.16M | 0.40% | −136−3.5% | Reduced |
| Qsemble Capital Management, LP | 3,800 | $1.16M | 0.78% | +3,800 | New |
| Williams Jones Wealth Management, LLC. | 3,863 | $1.18M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 3,874 | $1.19M | 0.01% | +3,874 | New |
| Bokf, NA | 3,880 | $1.19M | 0.02% | −533−12.1% | Reduced |
| Vestcor Inc | 3,901 | $1.19M | 0.04% | −18−0.5% | Reduced |
| AXS Investments LLC | 3,902 | $1.19M | 0.39% | +96+2.5% | Added |
| Impax Asset Management Group plc | 3,915 | $1.20M | 0.01% | −402−9.3% | Reduced |
| Texas Yale Capital Corp. | 3,930 | $1.20M | 0.06% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 4,000 | $1.22M | 0.52% | 00.0% | Unchanged |
| Equitable Trust Co | 4,035 | $1.23M | 0.10% | −200−4.7% | Reduced |
| Essex Savings Bank | 4,042 | $1.24M | 0.43% | +9+0.2% | Added |
| Teza Capital Management LLC | 4,072 | $1.25M | 0.27% | +4,072 | New |
| Gotham Asset Management, LLC | 4,097 | $1.25M | 0.03% | +437+11.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,121 | $1.26M | 0.01% | −191−4.4% | Reduced |
| Baker Avenue Asset Management, LP | 4,157 | $1.27M | 0.07% | +3+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 4,171 | $1.28M | 0.03% | +10+0.2% | Added |
| Canada Pension Plan Investment Board | 4,177 | $1.28M | 0.00% | +4,116+6,747.5% | Added |
| Empowered Funds, LLC | 4,201 | $1.29M | 0.08% | −276−6.2% | Reduced |
| IMS Capital Management | 4,280 | $1.31M | 0.78% | +5+0.1% | Added |
| Atria Wealth Solutions, Inc. | 4,389 | $1.34M | 0.02% | +3,325+312.5% | Added |
| Bryn Mawr Trust Co | 4,423 | $1.35M | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,423 | $1.35M | 0.01% | +3,691+504.2% | Added |
| Empirical Finance, LLC | 4,437 | $1.36M | 0.13% | +179+4.2% | Added |
| Everence Capital Management Inc | 4,455 | $1.36M | 0.11% | +1,000+28.9% | Added |
| Lazard Asset Management LLC | 4,528 | $1.39M | 0.00% | +1,537+51.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,545 | $1.39M | 0.04% | +4,545 | New |
| Blue Fin Capital, Inc. | 4,651 | $1.39M | 0.45% | −31−0.7% | Reduced |
| Rossmore Private Capital | 4,600 | $1.41M | 0.22% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,611 | $1.41M | 0.68% | −310−6.3% | Reduced |
| Toroso Investments, LLC | 4,638 | $1.42M | 0.05% | +306+7.1% | Added |
| Lineweaver Wealth Advisors, LLC | 4,637 | $1.42M | 0.44% | −315−6.4% | Reduced |
| Bayesian Capital Management, LP | 4,675 | $1.43M | 0.18% | +4,675 | New |
| Greenleaf Trust | 4,691 | $1.44M | 0.02% | +447+10.5% | Added |
| MCF Advisors LLC | 4,786 | $1.46M | 0.14% | +12+0.3% | Added |
| SYSTM Wealth Solutions LLC | 4,794 | $1.47M | 0.23% | −835−14.8% | Reduced |