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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 18,418 | $5.64M | 0.01% | +1,522+9.0% | Added |
| Teacher Retirement System of Texas | 18,338 | $5.61M | 0.04% | −118−0.6% | Reduced |
| Bell Asset Management Ltd | 18,046 | $5.52M | 1.01% | −111−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,359 | $5.31M | 0.07% | −821−4.5% | Reduced |
| East Coast Asset Management, LLC. | 17,263 | $5.28M | 2.33% | +130+0.8% | Added |
| Ethic Inc. | 17,231 | $5.27M | 0.21% | +5,878+51.8% | Added |
| Squarepoint Ops LLC | 17,225 | $5.27M | 0.04% | −41,152−70.5% | Reduced |
| Trium Capital LLP | 17,224 | $5.27M | 2.23% | +471+2.8% | Added |
| MML Investors Services, LLC | 17,173 | $5.25M | 0.04% | +8,821+105.6% | Added |
| O'Shaughnessy Asset Management, LLC | 17,076 | $5.23M | 0.08% | +4,105+31.6% | Added |
| Kinneret Advisory, LLC | 16,844 | $5.15M | 0.67% | −905−5.1% | Reduced |
| Ghe, LLC | 16,194 | $4.96M | 3.90% | −218−1.3% | Reduced |
| Illinois Municipal Retirement Fund | 15,830 | $4.84M | 0.10% | 00.0% | Unchanged |
| Stanley Capital Management, LLC | 15,758 | $4.82M | 1.44% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 15,634 | $4.78M | 0.01% | +4,152+36.2% | Added |
| US Bancorp | 15,597 | $4.77M | 0.01% | +191+1.2% | Added |
| Donaldson Capital Management, LLC | 15,577 | $4.77M | 0.23% | +547+3.6% | Added |
| Brookfield Asset Management Inc. | 15,543 | $4.76M | 0.02% | −6,792−30.4% | Reduced |
| Crewe Advisors LLC | 15,155 | $4.64M | 0.68% | −368−2.4% | Reduced |
| Carderock Capital Management Inc | 14,955 | $4.58M | 1.59% | +1,203+8.7% | Added |
| Glenmede Trust Co NA | 14,944 | $4.57M | 0.03% | −604−3.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,861 | $4.55M | 0.05% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 14,748 | $4.51M | 0.05% | +132+0.9% | Added |
| Crossmark Global Holdings, Inc. | 14,639 | $4.48M | 0.11% | +2,920+24.9% | Added |
| Tredje AP-fonden | 14,517 | $4.44M | 0.07% | −5,131−26.1% | Reduced |
| Okabena Investment Services Inc | 14,500 | $4.44M | 3.17% | +3,129+27.5% | Added |
| D. E. Shaw & Co., Inc. | 14,398 | $4.41M | 0.01% | +2,622+22.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,943 | $4.27M | 0.08% | +909+7.0% | Added |
| Creative Planning | 13,806 | $4.22M | 0.01% | +704+5.4% | Added |
| Penbrook Management LLC | 13,750 | $4.21M | 3.30% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 13,702 | $4.19M | 0.01% | +1,149+9.2% | Added |
| Baird Financial Group, Inc. | 13,674 | $4.18M | 0.01% | +405+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 13,658 | $4.18M | 0.04% | +13,658 | New |
| First National Bank of Omaha | 13,530 | $4.14M | 0.25% | −367−2.6% | Reduced |
| Claar Advisors LLC | 13,400 | $4.10M | 1.67% | 00.0% | Unchanged |
| Hartford Investment Management Co | 13,269 | $4.06M | 0.14% | +1,873+16.4% | Added |
| Securian Asset Management, Inc | 13,264 | $4.06M | 0.11% | +100+0.8% | Added |
| Elo Mutual Pension Insurance Co | 13,165 | $4.03M | 0.13% | +381+3.0% | Added |
| Maryland State Retirement & Pension System | 12,575 | $3.85M | 0.09% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,461 | $3.81M | 0.03% | +871+7.5% | Added |
| Kentucky Retirement Systems | 12,457 | $3.81M | 0.14% | +50+0.4% | Added |
| Lincoln Capital LLC | 12,373 | $3.78M | 1.04% | +60+0.5% | Added |
| Ninety One SA (PTY) Ltd | 12,346 | $3.78M | 0.96% | −552−4.3% | Reduced |
| Midwest Professional Planners, LTD. | 12,202 | $3.73M | 1.83% | +2,017+19.8% | Added |
| Scotia Capital Inc. | 12,036 | $3.68M | 0.03% | +962+8.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,032 | $3.68M | 0.08% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 11,767 | $3.60M | 0.02% | +11,404+3,141.6% | Added |
| Aquatic Capital Management LLC | 11,400 | $3.49M | 0.22% | +11,400 | New |
| Wealthfront Advisers LLC | 11,035 | $3.38M | 0.02% | +1,269+13.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,030 | $3.38M | 0.01% | −927−7.8% | Reduced |
| Balyasny Asset Management LLC | 10,909 | $3.34M | 0.01% | +10,909 | New |
| Sandler Capital Management | 10,904 | $3.34M | 0.55% | +10,904 | New |
| Greenline Partners, LLC | 10,816 | $3.31M | 0.63% | +643+6.3% | Added |
| Sepio Capital, LP | 10,799 | $3.30M | 0.30% | −8−0.1% | Reduced |
| Cloverfields Capital Group, LP | 10,729 | $3.28M | 0.98% | +1,709+18.9% | Added |
| Capital Insight Partners, LLC | 10,707 | $3.28M | 0.77% | −226−2.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 10,457 | $3.20M | 1.08% | −561−5.1% | Reduced |
| Addenda Capital Inc. | 10,347 | $3.17M | 0.13% | −241−2.3% | Reduced |
| Ostrum Asset Management | 10,311 | $3.16M | 0.27% | +10,311 | New |
| Louisiana State Employees Retirement System | 10,200 | $3.12M | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,118 | $3.10M | 0.01% | −571−5.3% | Reduced |
| Chicago Partners Investment Group LLC | 10,203 | $3.09M | 0.18% | +1,007+11.0% | Added |
| Ballentine Partners, LLC | 10,082 | $3.09M | 0.08% | +236+2.4% | Added |
| LGT Group Foundation | 10,032 | $3.07M | 0.09% | +548+5.8% | Added |
| Congress Asset Management Co | 10,000 | $3.06M | 0.03% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 10,000 | $3.06M | 0.48% | −5,500−35.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,914 | $3.03M | 0.01% | −368−3.6% | Reduced |
| Gabelli Funds LLC | 9,850 | $3.01M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 9,422 | $2.88M | 0.10% | +868+10.1% | Added |
| Ensign Peak Advisors, Inc | 9,011 | $2.76M | 0.01% | +1,806+25.1% | Added |
| Taylor Hoffman Wealth Management | 8,870 | $2.71M | 1.49% | +171+2.0% | Added |
| Oppenheimer Asset Management Inc. | 8,796 | $2.69M | 0.04% | +1,361+18.3% | Added |
| Northwest Investment Counselors, LLC | 8,781 | $2.69M | 0.75% | +1,340+18.0% | Added |
| Live Oak Private Wealth LLC | 8,774 | $2.69M | 0.56% | +460+5.5% | Added |
| Level Four Advisory Services, LLC | 8,743 | $2.68M | 0.18% | +957+12.3% | Added |
| Kornitzer Capital Management Inc | 8,689 | $2.66M | 0.05% | 00.0% | Unchanged |
| Connable Office Inc | 8,517 | $2.61M | 0.38% | +30.0% | Added |
| Bamco Inc | 8,447 | $2.58M | 0.01% | +1,066+14.4% | Added |
| Norinchukin Bank, The | 8,283 | $2.53M | 0.05% | +242+3.0% | Added |
| CM Wealth Advisors LLC | 8,241 | $2.51M | 0.49% | +8,241 | New |
| Fiduciary Trust Co | 8,176 | $2.50M | 0.05% | −26−0.3% | Reduced |
| Boston Trust Walden Corp | 8,008 | $2.45M | 0.02% | −9,475−54.2% | Reduced |
| Harbor Advisors LLC | 8,000 | $2.45M | 0.57% | 00.0% | Unchanged |
| Ossiam | 7,958 | $2.44M | 0.05% | −73,281−90.2% | Reduced |
| Van Den Berg Management I, Inc | 7,919 | $2.42M | 0.90% | −111−1.4% | Reduced |
| Citadel Investment Advisory, Inc. | 7,865 | $2.41M | 1.64% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,790 | $2.38M | 0.22% | −25−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 7,700 | $2.36M | 0.09% | +600+8.5% | Added |
| Darwin Advisors, LLC | 7,749 | $2.35M | 0.64% | +121+1.6% | Added |
| Yacktman Asset Management LP | 7,670 | $2.35M | 0.02% | +1,400+22.3% | Added |
| Kovitz Investment Group Partners, LLC | 7,512 | $2.30M | 0.04% | −8,091−51.9% | Reduced |
| Kingfisher Capital LLC | 7,481 | $2.29M | 0.60% | +17+0.2% | Added |
| George Kaiser Family Foundation | 7,473 | $2.29M | 0.37% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,454 | $2.28M | 0.05% | +911+13.9% | Added |
| Criteria Caixa, S.A.U. | 7,433 | $2.27M | 0.28% | −4,497−37.7% | Reduced |
| Highland Capital Management, LLC | 7,404 | $2.27M | 0.17% | +5,904+393.6% | Added |
| V Wealth Advisors LLC | 7,385 | $2.26M | 0.42% | −552−7.0% | Reduced |
| Advisor Partners II, LLC | 7,376 | $2.26M | 0.12% | +620+9.2% | Added |
| New Mexico Educational Retirement Board | 7,292 | $2.23M | 0.11% | −200−2.7% | Reduced |
| Slow Capital, Inc. | 7,225 | $2.21M | 0.41% | +727+11.2% | Added |