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 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 3,800 | $1.16M | 0.78% | +3,800 | New |
| Redmond Asset Management, LLC | 3,790 | $1.16M | 0.40% | −136−3.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.14M | 0.58% | 00.0% | Unchanged |
| Cypress Capital Group | 3,719 | $1.14M | 0.17% | −1,098−22.8% | Reduced |
| National Asset Management, Inc. | 3,699 | $1.13M | 0.03% | −502−11.9% | Reduced |
| Angeles Wealth Management, LLC | 3,697 | $1.13M | 0.17% | +10.0% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.13M | 0.54% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,650 | $1.12M | 0.03% | +2,314+173.2% | Added |
| Bleakley Financial Group, LLC | 3,649 | $1.12M | 0.04% | +326+9.8% | Added |
| Cetera Advisors LLC | 3,627 | $1.11M | 0.02% | −620−14.6% | Reduced |
| ING Groep NV | 3,573 | $1.09M | 0.01% | +1,885+111.7% | Added |
| Bessemer Group Inc | 3,540 | $1.08M | 0.00% | −93−2.6% | Reduced |
| AQR Capital Management LLC | 3,511 | $1.07M | 0.00% | −45−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,474 | $1.06M | 0.16% | +3,474 | New |
| Assetmark, Inc | 3,464 | $1.06M | 0.00% | −269−7.2% | Reduced |
| Waldron Private Wealth LLC | 3,463 | $1.06M | 0.05% | +778+29.0% | Added |
| TD Waterhouse Canada Inc. | 3,401 | $1.05M | 0.01% | −847−19.9% | Reduced |
| Vident Investment Advisory, LLC | 3,396 | $1.04M | 0.03% | +743+28.0% | Added |
| Ergoteles LLC | 3,382 | $1.03M | 0.04% | +3,382 | New |
| Legacy Advisors, LLC | 3,380 | $1.03M | 0.19% | +452+15.4% | Added |
| PEAK6 Investments LLC | 3,373 | $1.03M | 0.07% | +3,176+1,612.2% | Added |
| Asset Management Group, Inc. | 3,364 | $1.03M | 0.23% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,361 | $1.03M | 0.06% | −114−3.3% | Reduced |
| Hills Bank & Trust Co | 3,318 | $1.02M | 0.14% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,304 | $1.01M | 0.03% | +74+2.3% | Added |
| Beacon Pointe Advisors, LLC | 3,254 | $995.8K | 0.02% | +576+21.5% | Added |
| Clark Capital Management Group, Inc. | 3,242 | $992.1K | 0.01% | −423−11.5% | Reduced |
| Exencial Wealth Advisors, LLC | 3,232 | $989.1K | 0.05% | −12−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 3,230 | $988.4K | 0.03% | +433+15.5% | Added |
| Thompson Siegel & Walmsley LLC | 3,200 | $979.0K | 0.02% | −300−8.6% | Reduced |
| Value Partners Investments Inc. | 3,199 | $977.7K | 0.08% | +50+1.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,186 | $975.0K | 0.01% | −3,462−52.1% | Reduced |
| AIA Group Ltd | 3,186 | $975.0K | 0.05% | +396+14.2% | Added |
| Brave Warrior Advisors, LLC | 3,150 | $964.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,120 | $954.8K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,104 | $949.9K | 0.23% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,079 | $942.3K | 0.38% | +414+15.5% | Added |
| Rockefeller Capital Management L.P. | 3,063 | $936.0K | 0.00% | +303+11.0% | Added |
| Mystic Asset Management, Inc. | 3,000 | $918.1K | 0.51% | 00.0% | Unchanged |
| Key Financial Inc | 2,970 | $908.9K | 0.33% | +1,000+50.8% | Added |
| Pegasus Partners Ltd. | 2,963 | $906.7K | 0.14% | +25+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,955 | $904.4K | 0.00% | −72−2.4% | Reduced |
| GWM Advisors LLC | 2,925 | $895.1K | 0.01% | −605−17.1% | Reduced |
| Private Advisor Group, LLC | 2,918 | $893.0K | 0.01% | −289−9.0% | Reduced |
| Umb Bank N A | 2,910 | $890.5K | 0.01% | −53−1.8% | Reduced |
| Meeder Advisory Services, Inc. | 2,889 | $884.1K | 0.10% | +207+7.7% | Added |
| Raymond James Trust N.A. | 2,886 | $883.0K | 0.03% | +479+19.9% | Added |
| Exchange Traded Concepts, LLC | 2,880 | $881.3K | 0.02% | +281+10.8% | Added |
| Monte Financial Group, LLC | 2,869 | $877.9K | 0.46% | +172+6.4% | Added |
| Clearstead Advisors, LLC | 2,865 | $876.7K | 0.06% | +2,810+5,109.1% | Added |
| HM Payson & Co | 2,827 | $865.1K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,819 | $862.6K | 0.02% | +373+15.2% | Added |
| Sequoia Financial Advisors, LLC | 2,762 | $845.1K | 0.02% | +155+5.9% | Added |
| Bahl & Gaynor Inc | 2,758 | $844.0K | 0.00% | −22−0.8% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $839.1K | 0.17% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 2,736 | $837.4K | 0.16% | −125−4.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,722 | $833.0K | 0.07% | +668+32.5% | Added |
| Cubist Systematic Strategies, LLC | 2,717 | $831.5K | 0.01% | −24,718−90.1% | Reduced |
| Miracle Mile Advisors, LLC | 2,692 | $823.8K | 0.03% | −30−1.1% | Reduced |
| Clarius Group, LLC | 2,684 | $821.4K | 0.07% | −136−4.8% | Reduced |
| Epoch Investment Partners, Inc. | 2,678 | $819.5K | 0.00% | −3−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,676 | $818.9K | 0.08% | −59−2.2% | Reduced |
| Ropes Wealth Advisors LLC | 2,656 | $812.8K | 0.15% | +16+0.6% | Added |
| Central Trust Co | 2,654 | $812.2K | 0.02% | +13+0.5% | Added |
| Smithfield Trust Co | 2,663 | $812.0K | 0.05% | −70−2.6% | Reduced |
| Quantinno Capital Management LP | 2,632 | $806.0K | 0.05% | +650+32.8% | Added |
| Moloney Securities Asset Management, LLC | 2,627 | $804.0K | 0.15% | −69−2.6% | Reduced |
| K.J. Harrison & Partners Inc | 2,619 | $801.5K | 0.16% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,611 | $799.0K | 0.01% | +139+5.6% | Added |
| Bridges Investment Management Inc | 2,600 | $795.7K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,582 | $790.0K | 0.10% | +1,342+108.2% | Added |
| CWM, LLC | 2,575 | $788.0K | 0.01% | +191+8.0% | Added |
| Coldstream Capital Management Inc | 2,569 | $786.1K | 0.03% | +123+5.0% | Added |
| Capital Analysts, LLC | 2,565 | $785.0K | 0.04% | −25−1.0% | Reduced |
| Credential Qtrade Securities Inc. | 2,551 | $780.7K | 0.05% | +73+2.9% | Added |
| Avitas Wealth Management LLC | 2,526 | $773.0K | 0.15% | +2,526 | New |
| Boston Private Wealth LLC | 2,522 | $771.9K | 0.01% | −123−4.7% | Reduced |
| Accretive Wealth Partners, LLC | 2,506 | $767.0K | 0.49% | +64+2.6% | Added |
| Triangle Securities Wealth Management | 2,491 | $762.3K | 0.27% | −36−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,472 | $756.5K | 0.01% | −91−3.6% | Reduced |
| CAPROCK Group, Inc. | 2,458 | $752.4K | 0.06% | +2,458 | New |
| Capstone Investment Advisors, LLC | 2,426 | $742.4K | 0.02% | +867+55.6% | Added |
| Brown Brothers Harriman & Co | 2,407 | $736.6K | 0.01% | +19+0.8% | Added |
| Mission Wealth Management, LP | 2,403 | $735.5K | 0.03% | +2,403 | New |
| MAI Capital Management | 2,380 | $728.3K | 0.01% | +174+7.9% | Added |
| Independent Advisor Alliance | 2,349 | $719.0K | 0.03% | +2,349 | New |
| Bienville Capital Management, LLC | 2,327 | $712.1K | 0.28% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,320 | $710.0K | 0.09% | −100−4.1% | Reduced |
| Oak Harvest Investment Services | 2,317 | $708.9K | 0.16% | +365+18.7% | Added |
| Unigestion Holding SA | 2,355 | $708.7K | 0.04% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,313 | $707.9K | 0.20% | −216−8.5% | Reduced |
| FORA Capital, LLC | 2,294 | $702.0K | 0.07% | −5,384−70.1% | Reduced |
| CIBC World Markets Inc. | 2,263 | $693.0K | 0.00% | −2,922−56.4% | Reduced |
| Encompass Wealth Advisors, LLC | 2,250 | $688.5K | 0.23% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,199 | $673.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,199 | $672.9K | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 2,172 | $664.6K | 0.09% | +318+17.2% | Added |
| Personal Cfo Solutions, LLC | 2,157 | $660.1K | 0.14% | −39−1.8% | Reduced |
| Johnson Investment Counsel Inc | 2,139 | $654.6K | 0.01% | +63+3.0% | Added |
| Siemens Fonds Invest GmbH | 2,133 | $652.7K | 0.07% | −19−0.9% | Reduced |