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 3 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 |
|---|---|---|---|---|---|
| Olstein Capital Management, L.P. | 10,000 | $3.06M | 0.48% | −5,500−35.5% | Reduced |
| Congress Asset Management Co | 10,000 | $3.06M | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 10,032 | $3.07M | 0.09% | +548+5.8% | Added |
| Ballentine Partners, LLC | 10,082 | $3.09M | 0.08% | +236+2.4% | Added |
| Chicago Partners Investment Group LLC | 10,203 | $3.09M | 0.18% | +1,007+11.0% | Added |
| Captrust Financial Advisors | 10,118 | $3.10M | 0.01% | −571−5.3% | Reduced |
| Louisiana State Employees Retirement System | 10,200 | $3.12M | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 10,311 | $3.16M | 0.27% | +10,311 | New |
| Addenda Capital Inc. | 10,347 | $3.17M | 0.13% | −241−2.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 10,457 | $3.20M | 1.08% | −561−5.1% | Reduced |
| Capital Insight Partners, LLC | 10,707 | $3.28M | 0.77% | −226−2.1% | Reduced |
| Cloverfields Capital Group, LP | 10,729 | $3.28M | 0.98% | +1,709+18.9% | Added |
| Sepio Capital, LP | 10,799 | $3.30M | 0.30% | −8−0.1% | Reduced |
| Greenline Partners, LLC | 10,816 | $3.31M | 0.63% | +643+6.3% | Added |
| Sandler Capital Management | 10,904 | $3.34M | 0.55% | +10,904 | New |
| Balyasny Asset Management LLC | 10,909 | $3.34M | 0.01% | +10,909 | New |
| Raymond James Financial Services Advisors, Inc. | 11,030 | $3.38M | 0.01% | −927−7.8% | Reduced |
| Wealthfront Advisers LLC | 11,035 | $3.38M | 0.02% | +1,269+13.0% | Added |
| Aquatic Capital Management LLC | 11,400 | $3.49M | 0.22% | +11,400 | New |
| Pacer Advisors, Inc. | 11,767 | $3.60M | 0.02% | +11,404+3,141.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,032 | $3.68M | 0.08% | 00.0% | Unchanged |
| Scotia Capital Inc. | 12,036 | $3.68M | 0.03% | +962+8.7% | Added |
| Midwest Professional Planners, LTD. | 12,202 | $3.73M | 1.83% | +2,017+19.8% | Added |
| Ninety One SA (PTY) Ltd | 12,346 | $3.78M | 0.96% | −552−4.3% | Reduced |
| Lincoln Capital LLC | 12,373 | $3.78M | 1.04% | +60+0.5% | Added |
| Kentucky Retirement Systems | 12,457 | $3.81M | 0.14% | +50+0.4% | Added |
| Daiwa Securities Group Inc. | 12,461 | $3.81M | 0.03% | +871+7.5% | Added |
| Maryland State Retirement & Pension System | 12,575 | $3.85M | 0.09% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 13,165 | $4.03M | 0.13% | +381+3.0% | Added |
| Securian Asset Management, Inc | 13,264 | $4.06M | 0.11% | +100+0.8% | Added |
| Hartford Investment Management Co | 13,269 | $4.06M | 0.14% | +1,873+16.4% | Added |
| Claar Advisors LLC | 13,400 | $4.10M | 1.67% | 00.0% | Unchanged |
| First National Bank of Omaha | 13,530 | $4.14M | 0.25% | −367−2.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,658 | $4.18M | 0.04% | +13,658 | New |
| Baird Financial Group, Inc. | 13,674 | $4.18M | 0.01% | +405+3.1% | Added |
| First Republic Investment Management, Inc. | 13,702 | $4.19M | 0.01% | +1,149+9.2% | Added |
| Penbrook Management LLC | 13,750 | $4.21M | 3.30% | 00.0% | Unchanged |
| Creative Planning | 13,806 | $4.22M | 0.01% | +704+5.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,943 | $4.27M | 0.08% | +909+7.0% | Added |
| D. E. Shaw & Co., Inc. | 14,398 | $4.41M | 0.01% | +2,622+22.3% | Added |
| Okabena Investment Services Inc | 14,500 | $4.44M | 3.17% | +3,129+27.5% | Added |
| Tredje AP-fonden | 14,517 | $4.44M | 0.07% | −5,131−26.1% | Reduced |
| Crossmark Global Holdings, Inc. | 14,639 | $4.48M | 0.11% | +2,920+24.9% | Added |
| British Columbia Investment Management Corp | 14,748 | $4.51M | 0.05% | +132+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 14,861 | $4.55M | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 14,944 | $4.57M | 0.03% | −604−3.9% | Reduced |
| Carderock Capital Management Inc | 14,955 | $4.58M | 1.59% | +1,203+8.7% | Added |
| Crewe Advisors LLC | 15,155 | $4.64M | 0.68% | −368−2.4% | Reduced |
| Brookfield Asset Management Inc. | 15,543 | $4.76M | 0.02% | −6,792−30.4% | Reduced |
| Donaldson Capital Management, LLC | 15,577 | $4.77M | 0.23% | +547+3.6% | Added |
| US Bancorp | 15,597 | $4.77M | 0.01% | +191+1.2% | Added |
| Robeco Institutional Asset Management B.V. | 15,634 | $4.78M | 0.01% | +4,152+36.2% | Added |
| Stanley Capital Management, LLC | 15,758 | $4.82M | 1.44% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 15,830 | $4.84M | 0.10% | 00.0% | Unchanged |
| Ghe, LLC | 16,194 | $4.96M | 3.90% | −218−1.3% | Reduced |
| Kinneret Advisory, LLC | 16,844 | $5.15M | 0.67% | −905−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,076 | $5.23M | 0.08% | +4,105+31.6% | Added |
| MML Investors Services, LLC | 17,173 | $5.25M | 0.04% | +8,821+105.6% | Added |
| Trium Capital LLP | 17,224 | $5.27M | 2.23% | +471+2.8% | Added |
| Squarepoint Ops LLC | 17,225 | $5.27M | 0.04% | −41,152−70.5% | Reduced |
| Ethic Inc. | 17,231 | $5.27M | 0.21% | +5,878+51.8% | Added |
| East Coast Asset Management, LLC. | 17,263 | $5.28M | 2.33% | +130+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,359 | $5.31M | 0.07% | −821−4.5% | Reduced |
| Bell Asset Management Ltd | 18,046 | $5.52M | 1.01% | −111−0.6% | Reduced |
| Teacher Retirement System of Texas | 18,338 | $5.61M | 0.04% | −118−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 18,418 | $5.64M | 0.01% | +1,522+9.0% | Added |
| Titan Global Capital Management USA LLC | 18,419 | $5.64M | 1.47% | −807−4.2% | Reduced |
| Czech National Bank | 18,560 | $5.68M | 0.14% | +118+0.6% | Added |
| SG Americas Securities, LLC | 18,869 | $5.77M | 0.08% | +15,977+552.5% | Added |
| 1623 Capital LLC | 19,009 | $5.82M | 3.74% | +1,200+6.7% | Added |
| Guggenheim Capital LLC | 19,209 | $5.88M | 0.05% | +35+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,263 | $5.89M | 0.09% | −5,396−21.9% | Reduced |
| Nissay Asset Management Corp | 19,331 | $5.92M | 0.05% | −653−3.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 19,349 | $5.92M | 0.15% | −110−0.6% | Reduced |
| Central Bank & Trust Co | 19,472 | $5.96M | 1.06% | −279−1.4% | Reduced |
| Vancity Investment Management Ltd | 19,607 | $6.00M | 0.84% | −299−1.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 19,890 | $6.09M | 0.32% | −2,548−11.4% | Reduced |
| TRB Advisors LP | 20,000 | $6.12M | 2.85% | +20,000 | New |
| CIBC World Markets Corp | 20,696 | $6.33M | 0.10% | −31,438−60.3% | Reduced |
| Cornerstone Advisors, LLC | 21,000 | $6.43M | 0.30% | 00.0% | Unchanged |
| Westpac Banking Corp | 21,607 | $6.61M | 0.09% | +3,323+18.2% | Added |
| Gulf International Bank (UK) Ltd | 21,630 | $6.62M | 0.14% | −6,226−22.4% | Reduced |
| State of Alaska, Department of Revenue | 21,714 | $6.64M | 0.08% | −336−1.5% | Reduced |
| Kerrisdale Advisers, LLC | 21,743 | $6.65M | 1.97% | −1,505−6.5% | Reduced |
| Yousif Capital Management, LLC | 21,965 | $6.72M | 0.09% | −1,132−4.9% | Reduced |
| Oxbow Advisors, LLC | 22,251 | $6.81M | 1.22% | −187−0.8% | Reduced |
| Alapocas Investment Partners, Inc. | 22,268 | $6.81M | 5.64% | −611−2.7% | Reduced |
| Mutual of America Capital Management LLC | 22,549 | $6.90M | 0.08% | +38+0.2% | Added |
| Dock Street Asset Management Inc | 22,906 | $7.01M | 1.36% | −259−1.1% | Reduced |
| Macquarie Group Ltd | 23,040 | $7.05M | 0.01% | −11,857−34.0% | Reduced |
| CI Private Wealth, LLC | 23,088 | $7.06M | 0.02% | +5,302+29.8% | Added |
| La Banque Postale Asset Management SA | 23,351 | $7.15M | 0.18% | −1,049−4.3% | Reduced |
| XXEC, Inc. | 24,078 | $7.37M | 5.88% | +4,044+20.2% | Added |
| Allianz Asset Management GmbH | 24,165 | $7.39M | 0.02% | −1,227−4.8% | Reduced |
| Alps Advisors Inc | 24,248 | $7.42M | 0.07% | −1,079−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 24,470 | $7.49M | 0.01% | −1,862−7.1% | Reduced |
| State of Tennessee, Treasury Department | 24,865 | $7.61M | 0.03% | +816+3.4% | Added |
| Janus Henderson Group PLC | 24,946 | $7.63M | 0.01% | +1,634+7.0% | Added |
| Hudson Bay Capital Management LP | 25,000 | $7.65M | 0.08% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 25,035 | $7.66M | 0.09% | −9,192−26.9% | Reduced |