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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 4,882 | $1.49M | 0.05% | +339+7.5% | Added |
| Ingalls & Snyder LLC | 4,886 | $1.50M | 0.08% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 4,950 | $1.51M | 0.24% | +4,950 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,953 | $1.52M | 0.04% | +15+0.3% | Added |
| Trexquant Investment LP | 4,961 | $1.52M | 0.04% | +4,961 | New |
| Privium Fund Management B.V. | 5,000 | $1.53M | 0.51% | +5,000 | New |
| Arete Wealth Advisors, LLC | 5,007 | $1.53M | 0.13% | −56−1.1% | Reduced |
| Legato Capital Management LLC | 5,044 | $1.54M | 0.28% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,266 | $1.61M | 0.04% | −2,339−30.8% | Reduced |
| Naples Global Advisors, LLC | 5,292 | $1.62M | 0.20% | 00.0% | Unchanged |
| Andra AP-fonden | 5,300 | $1.62M | 0.04% | +200+3.9% | Added |
| Mercer Global Advisors Inc | 5,332 | $1.63M | 0.01% | −449−7.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,364 | $1.64M | 0.08% | −683−11.3% | Reduced |
| Achmea Investment Management B.V. | 5,405 | $1.65M | 0.05% | +264+5.1% | Added |
| Huntington National Bank | 5,418 | $1.66M | 0.02% | +259+5.0% | Added |
| Cetera Advisor Networks LLC | 5,448 | $1.67M | 0.01% | −10.0% | Reduced |
| Vinva Investment Management Ltd | 5,593 | $1.68M | 0.14% | +5,593 | New |
| Pathstone Family Office, LLC | 5,504 | $1.68M | 0.03% | −3,059−35.7% | Reduced |
| Fairbanks Capital Management, Inc. | 5,588 | $1.71M | 1.36% | −671−10.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,606 | $1.72M | 0.14% | −49−0.9% | Reduced |
| Keebeck Wealth Management, LLC | 5,620 | $1.72M | 0.28% | +872+18.4% | Added |
| Saturna Capital CORP | 5,705 | $1.75M | 0.03% | +10+0.2% | Added |
| Parallel Advisors, LLC | 5,741 | $1.76M | 0.06% | +3,894+210.8% | Added |
| Change Path, LLC | 5,754 | $1.76M | 0.09% | −36−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,806 | $1.78M | 0.19% | −3−0.1% | Reduced |
| Winton Group Ltd | 5,820 | $1.78M | 0.11% | +5,820 | New |
| Whittier Trust Co of Nevada Inc | 5,865 | $1.79M | 0.07% | −14−0.2% | Reduced |
| FDx Advisors, Inc. | 6,536 | $1.82M | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,972 | $1.83M | 0.02% | −936−13.5% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $1.83M | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,060 | $1.85M | 0.09% | −6,500−51.8% | Reduced |
| Tiaa, FSB | 6,069 | $1.86M | 0.01% | −963−13.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 6,082 | $1.86M | 0.10% | −1,993−24.7% | Reduced |
| LMCG Investments, LLC | 6,107 | $1.87M | 0.12% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,112 | $1.87M | 0.38% | −175−2.8% | Reduced |
| Commerce Bank | 6,131 | $1.88M | 0.01% | +199+3.4% | Added |
| General Partner, Inc. | 6,291 | $1.88M | 1.65% | 00.0% | Unchanged |
| Prudential PLC | 6,169 | $1.89M | 0.02% | −481−7.2% | Reduced |
| Applied Capital LLC | 6,268 | $1.92M | 1.90% | −129−2.0% | Reduced |
| Metis Global Partners, LLC | 6,271 | $1.92M | 0.12% | +1,029+19.6% | Added |
| Roundview Capital LLC | 6,292 | $1.93M | 0.20% | +529+9.2% | Added |
| Wetherby Asset Management Inc | 6,324 | $1.94M | 0.11% | +428+7.3% | Added |
| Janney Montgomery Scott LLC | 6,385 | $1.95M | 0.01% | −30,007−82.5% | Reduced |
| Duality Advisers, LP | 6,405 | $1.96M | 0.22% | +6,405 | New |
| Brinker Capital Investments, LLC | 6,430 | $1.97M | 0.03% | +1,165+22.1% | Added |
| Orion Portfolio Solutions, LLC | 6,430 | $1.97M | 0.03% | +5,390+518.3% | Added |
| Atria Investments LLC | 6,470 | $1.98M | 0.04% | +42+0.7% | Added |
| Windmill Hill Asset Management Ltd | 6,490 | $1.99M | 1.38% | 00.0% | Unchanged |
| Veritable, L.P. | 6,526 | $2.00M | 0.03% | +238+3.8% | Added |
| Glenview Trust Co | 6,581 | $2.01M | 0.06% | +55+0.8% | Added |
| Smith, Salley & Associates | 6,632 | $2.03M | 0.16% | −63−0.9% | Reduced |
| Sendero Wealth Management, LLC | 6,696 | $2.05M | 0.63% | +3,548+112.7% | Added |
| AdvisorShares Investments LLC | 6,708 | $2.05M | 0.64% | +2,040+43.7% | Added |
| First Trust Advisors LP | 6,720 | $2.06M | 0.00% | −674,658−99.0% | Reduced |
| Trust Co of Toledo NA | 6,750 | $2.07M | 0.37% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 6,809 | $2.08M | 0.37% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,826 | $2.09M | 0.01% | +6,826 | New |
| Regions Financial Corp | 6,831 | $2.09M | 0.02% | −20.0% | Reduced |
| Rathbone Brothers plc | 6,860 | $2.10M | 0.02% | −206−2.9% | Reduced |
| Crawford Investment Counsel Inc | 6,860 | $2.10M | 0.04% | −78−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 6,893 | $2.11M | 0.08% | −1,976−22.3% | Reduced |
| Voloridge Investment Management, LLC | 6,907 | $2.11M | 0.01% | +3,937+132.6% | Added |
| Keybank National Association | 6,927 | $2.12M | 0.01% | −769−10.0% | Reduced |
| Metropolitan Life Insurance Co | 7,047 | $2.16M | 0.11% | −1,892−21.2% | Reduced |
| Thrivent Financial for Lutherans | 7,068 | $2.16M | 0.01% | −97,040−93.2% | Reduced |
| Telemus Capital, LLC | 7,190 | $2.20M | 0.19% | +1,644+29.6% | Added |
| Slow Capital, Inc. | 7,225 | $2.21M | 0.41% | +727+11.2% | Added |
| New Mexico Educational Retirement Board | 7,292 | $2.23M | 0.11% | −200−2.7% | Reduced |
| Advisor Partners II, LLC | 7,376 | $2.26M | 0.12% | +620+9.2% | Added |
| V Wealth Advisors LLC | 7,385 | $2.26M | 0.42% | −552−7.0% | Reduced |
| Highland Capital Management, LLC | 7,404 | $2.27M | 0.17% | +5,904+393.6% | Added |
| Criteria Caixa, S.A.U. | 7,433 | $2.27M | 0.28% | −4,497−37.7% | Reduced |
| Ieq Capital, LLC | 7,454 | $2.28M | 0.05% | +911+13.9% | Added |
| George Kaiser Family Foundation | 7,473 | $2.29M | 0.37% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 7,481 | $2.29M | 0.60% | +17+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 7,512 | $2.30M | 0.04% | −8,091−51.9% | Reduced |
| Yacktman Asset Management LP | 7,670 | $2.35M | 0.02% | +1,400+22.3% | Added |
| Darwin Advisors, LLC | 7,749 | $2.35M | 0.64% | +121+1.6% | Added |
| E. Ohman J:or Asset Management AB | 7,700 | $2.36M | 0.09% | +600+8.5% | Added |
| Rehmann Capital Advisory Group | 7,790 | $2.38M | 0.22% | −25−0.3% | Reduced |
| Citadel Investment Advisory, Inc. | 7,865 | $2.41M | 1.64% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 7,919 | $2.42M | 0.90% | −111−1.4% | Reduced |
| Ossiam | 7,958 | $2.44M | 0.05% | −73,281−90.2% | Reduced |
| Harbor Advisors LLC | 8,000 | $2.45M | 0.57% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 8,008 | $2.45M | 0.02% | −9,475−54.2% | Reduced |
| Fiduciary Trust Co | 8,176 | $2.50M | 0.05% | −26−0.3% | Reduced |
| CM Wealth Advisors LLC | 8,241 | $2.51M | 0.49% | +8,241 | New |
| Norinchukin Bank, The | 8,283 | $2.53M | 0.05% | +242+3.0% | Added |
| Bamco Inc | 8,447 | $2.58M | 0.01% | +1,066+14.4% | Added |
| Connable Office Inc | 8,517 | $2.61M | 0.38% | +30.0% | Added |
| Kornitzer Capital Management Inc | 8,689 | $2.66M | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,743 | $2.68M | 0.18% | +957+12.3% | Added |
| Live Oak Private Wealth LLC | 8,774 | $2.69M | 0.56% | +460+5.5% | Added |
| Northwest Investment Counselors, LLC | 8,781 | $2.69M | 0.75% | +1,340+18.0% | Added |
| Oppenheimer Asset Management Inc. | 8,796 | $2.69M | 0.04% | +1,361+18.3% | Added |
| Taylor Hoffman Wealth Management | 8,870 | $2.71M | 1.49% | +171+2.0% | Added |
| Ensign Peak Advisors, Inc | 9,011 | $2.76M | 0.01% | +1,806+25.1% | Added |
| JustInvest LLC | 9,422 | $2.88M | 0.10% | +868+10.1% | Added |
| Gabelli Funds LLC | 9,850 | $3.01M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,914 | $3.03M | 0.01% | −368−3.6% | Reduced |