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 |
|---|---|---|---|---|---|
| Telemus Capital, LLC | 7,190 | $2.20M | 0.19% | +1,644+29.6% | Added |
| Thrivent Financial for Lutherans | 7,068 | $2.16M | 0.01% | −97,040−93.2% | Reduced |
| Metropolitan Life Insurance Co | 7,047 | $2.16M | 0.11% | −1,892−21.2% | Reduced |
| Keybank National Association | 6,927 | $2.12M | 0.01% | −769−10.0% | Reduced |
| Voloridge Investment Management, LLC | 6,907 | $2.11M | 0.01% | +3,937+132.6% | Added |
| Kestra Private Wealth Services, LLC | 6,893 | $2.11M | 0.08% | −1,976−22.3% | 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 |
| Regions Financial Corp | 6,831 | $2.09M | 0.02% | −20.0% | Reduced |
| Acadian Asset Management LLC | 6,826 | $2.09M | 0.01% | +6,826 | New |
| Syntegra Private Wealth Group, LLC | 6,809 | $2.08M | 0.37% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,750 | $2.07M | 0.37% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,720 | $2.06M | 0.00% | −674,658−99.0% | Reduced |
| AdvisorShares Investments LLC | 6,708 | $2.05M | 0.64% | +2,040+43.7% | Added |
| Sendero Wealth Management, LLC | 6,696 | $2.05M | 0.63% | +3,548+112.7% | Added |
| Smith, Salley & Associates | 6,632 | $2.03M | 0.16% | −63−0.9% | Reduced |
| Glenview Trust Co | 6,581 | $2.01M | 0.06% | +55+0.8% | Added |
| Veritable, L.P. | 6,526 | $2.00M | 0.03% | +238+3.8% | Added |
| Windmill Hill Asset Management Ltd | 6,490 | $1.99M | 1.38% | 00.0% | Unchanged |
| Atria Investments LLC | 6,470 | $1.98M | 0.04% | +42+0.7% | Added |
| 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 |
| Duality Advisers, LP | 6,405 | $1.96M | 0.22% | +6,405 | New |
| Janney Montgomery Scott LLC | 6,385 | $1.95M | 0.01% | −30,007−82.5% | Reduced |
| Wetherby Asset Management Inc | 6,324 | $1.94M | 0.11% | +428+7.3% | Added |
| Roundview Capital LLC | 6,292 | $1.93M | 0.20% | +529+9.2% | Added |
| Metis Global Partners, LLC | 6,271 | $1.92M | 0.12% | +1,029+19.6% | Added |
| Applied Capital LLC | 6,268 | $1.92M | 1.90% | −129−2.0% | Reduced |
| Prudential PLC | 6,169 | $1.89M | 0.02% | −481−7.2% | Reduced |
| General Partner, Inc. | 6,291 | $1.88M | 1.65% | 00.0% | Unchanged |
| Commerce Bank | 6,131 | $1.88M | 0.01% | +199+3.4% | Added |
| Exchange Capital Management, Inc. | 6,112 | $1.87M | 0.38% | −175−2.8% | Reduced |
| LMCG Investments, LLC | 6,107 | $1.87M | 0.12% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 6,082 | $1.86M | 0.10% | −1,993−24.7% | Reduced |
| Tiaa, FSB | 6,069 | $1.86M | 0.01% | −963−13.7% | Reduced |
| Banque Cantonale Vaudoise | 6,060 | $1.85M | 0.09% | −6,500−51.8% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $1.83M | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,972 | $1.83M | 0.02% | −936−13.5% | Reduced |
| FDx Advisors, Inc. | 6,536 | $1.82M | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,865 | $1.79M | 0.07% | −14−0.2% | Reduced |
| Winton Group Ltd | 5,820 | $1.78M | 0.11% | +5,820 | New |
| Transcend Wealth Collective, LLC | 5,806 | $1.78M | 0.19% | −3−0.1% | Reduced |
| Change Path, LLC | 5,754 | $1.76M | 0.09% | −36−0.6% | Reduced |
| Parallel Advisors, LLC | 5,741 | $1.76M | 0.06% | +3,894+210.8% | Added |
| Saturna Capital CORP | 5,705 | $1.75M | 0.03% | +10+0.2% | Added |
| Keebeck Wealth Management, LLC | 5,620 | $1.72M | 0.28% | +872+18.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,606 | $1.72M | 0.14% | −49−0.9% | Reduced |
| Fairbanks Capital Management, Inc. | 5,588 | $1.71M | 1.36% | −671−10.7% | Reduced |
| Pathstone Family Office, LLC | 5,504 | $1.68M | 0.03% | −3,059−35.7% | Reduced |
| Vinva Investment Management Ltd | 5,593 | $1.68M | 0.14% | +5,593 | New |
| Cetera Advisor Networks LLC | 5,448 | $1.67M | 0.01% | −10.0% | Reduced |
| Huntington National Bank | 5,418 | $1.66M | 0.02% | +259+5.0% | Added |
| Achmea Investment Management B.V. | 5,405 | $1.65M | 0.05% | +264+5.1% | Added |
| Beacon Investment Advisory Services, Inc. | 5,364 | $1.64M | 0.08% | −683−11.3% | Reduced |
| Mercer Global Advisors Inc | 5,332 | $1.63M | 0.01% | −449−7.8% | Reduced |
| Andra AP-fonden | 5,300 | $1.62M | 0.04% | +200+3.9% | Added |
| Naples Global Advisors, LLC | 5,292 | $1.62M | 0.20% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,266 | $1.61M | 0.04% | −2,339−30.8% | Reduced |
| Legato Capital Management LLC | 5,044 | $1.54M | 0.28% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,007 | $1.53M | 0.13% | −56−1.1% | Reduced |
| Privium Fund Management B.V. | 5,000 | $1.53M | 0.51% | +5,000 | New |
| Trexquant Investment LP | 4,961 | $1.52M | 0.04% | +4,961 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,953 | $1.52M | 0.04% | +15+0.3% | Added |
| John G Ullman & Associates Inc | 4,950 | $1.51M | 0.24% | +4,950 | New |
| Ingalls & Snyder LLC | 4,886 | $1.50M | 0.08% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,882 | $1.49M | 0.05% | +339+7.5% | Added |
| SYSTM Wealth Solutions LLC | 4,794 | $1.47M | 0.23% | −835−14.8% | Reduced |
| MCF Advisors LLC | 4,786 | $1.46M | 0.14% | +12+0.3% | Added |
| Greenleaf Trust | 4,691 | $1.44M | 0.02% | +447+10.5% | Added |
| Bayesian Capital Management, LP | 4,675 | $1.43M | 0.18% | +4,675 | New |
| Lineweaver Wealth Advisors, LLC | 4,637 | $1.42M | 0.44% | −315−6.4% | Reduced |
| Toroso Investments, LLC | 4,638 | $1.42M | 0.05% | +306+7.1% | Added |
| Westbourne Investment Advisors, Inc. | 4,611 | $1.41M | 0.68% | −310−6.3% | Reduced |
| Rossmore Private Capital | 4,600 | $1.41M | 0.22% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,651 | $1.39M | 0.45% | −31−0.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,545 | $1.39M | 0.04% | +4,545 | New |
| Lazard Asset Management LLC | 4,528 | $1.39M | 0.00% | +1,537+51.4% | Added |
| Everence Capital Management Inc | 4,455 | $1.36M | 0.11% | +1,000+28.9% | Added |
| Empirical Finance, LLC | 4,437 | $1.36M | 0.13% | +179+4.2% | Added |
| United Capital Financial Advisers, LLC | 4,423 | $1.35M | 0.01% | +3,691+504.2% | Added |
| Bryn Mawr Trust Co | 4,423 | $1.35M | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,389 | $1.34M | 0.02% | +3,325+312.5% | Added |
| IMS Capital Management | 4,280 | $1.31M | 0.78% | +5+0.1% | Added |
| Empowered Funds, LLC | 4,201 | $1.29M | 0.08% | −276−6.2% | Reduced |
| Canada Pension Plan Investment Board | 4,177 | $1.28M | 0.00% | +4,116+6,747.5% | Added |
| Ferguson Wellman Capital Management, Inc | 4,171 | $1.28M | 0.03% | +10+0.2% | Added |
| Baker Avenue Asset Management, LP | 4,157 | $1.27M | 0.07% | +3+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,121 | $1.26M | 0.01% | −191−4.4% | Reduced |
| Gotham Asset Management, LLC | 4,097 | $1.25M | 0.03% | +437+11.9% | Added |
| Teza Capital Management LLC | 4,072 | $1.25M | 0.27% | +4,072 | New |
| Essex Savings Bank | 4,042 | $1.24M | 0.43% | +9+0.2% | Added |
| Equitable Trust Co | 4,035 | $1.23M | 0.10% | −200−4.7% | Reduced |
| Van Strum & Towne Inc. | 4,000 | $1.22M | 0.52% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,930 | $1.20M | 0.06% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 3,915 | $1.20M | 0.01% | −402−9.3% | Reduced |
| AXS Investments LLC | 3,902 | $1.19M | 0.39% | +96+2.5% | Added |
| Vestcor Inc | 3,901 | $1.19M | 0.04% | −18−0.5% | Reduced |
| Bokf, NA | 3,880 | $1.19M | 0.02% | −533−12.1% | Reduced |
| ExodusPoint Capital Management, LP | 3,874 | $1.19M | 0.01% | +3,874 | New |
| Williams Jones Wealth Management, LLC. | 3,863 | $1.18M | 0.02% | 00.0% | Unchanged |