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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 4 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, Q2 2023

Institutional positions in Moodys Corp as of Jun 30, 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
1,025
+60 vs. Q1 2023
Shares held
167.9M
−2.02M (−1.2%) vs. Q1 2023
Total value
$58.3B
+$6.30B (+12.1%) vs. Q1 2023
New holders
120
351 more added
Sold out
60
353 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,025 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ2 2023: $58.3B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2023.

Institutions holding MCO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank118,598$30.00%+118,598New
Delos Wealth Advisors, LLC1$3480.00%00.0%Unchanged
Creative Capital Management Investments LLC1$3480.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC2$6960.00%+2New
Safeguard Financial, LLC4$1.00K0.00%+4New
Financial Synergies Wealth Advisors, Inc.3$1.04K0.00%−3−50.0%Reduced
Global Financial Private Client, LLC4$1.39K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc4$1.39K0.00%+4New
Sofos Investments, Inc.348$1.59K0.01%+348New
Bellevue Asset Management, LLC5$1.74K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.74K0.00%00.0%Unchanged
Centerpoint Advisors, LLC4$2.00K0.00%00.0%Unchanged
Washington Trust Co6$2.09K0.00%−1−14.3%Reduced
Column Capital Advisors, LLC6$2.09K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$2.09K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$2.09K0.00%00.0%Unchanged
Colonial Trust Advisors8$2.78K0.00%00.0%Unchanged
Aspire Private Capital, LLC8$2.78K0.00%00.0%Unchanged
Independence Bank of Kentucky8$2.78K0.00%+8New
Tradition Wealth Management, LLC8$3.00K0.00%−20−71.4%Reduced
WealthPLAN Partners, LLC9$3.13K0.00%−54−85.7%Reduced
Prestige Wealth Management Group LLC9$3.13K0.00%−8−47.1%Reduced
Disciplined Investments, LLC10$3.48K0.00%−2−16.7%Reduced
SJS Investment Consulting Inc.11$3.83K0.00%00.0%Unchanged
Avion Wealth15$4.00K0.00%+15New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC12$4.17K0.00%00.0%Unchanged
Bogart Wealth, LLC12$4.17K0.00%00.0%Unchanged
Gradient Investments LLC12$4.17K0.00%+12New
Jackson, Grant Investment Advisers, Inc.13$4.52K0.00%−169−92.9%Reduced
PFS Partners, LLC13$4.52K0.00%+13New
Bollard Group LLC15$5.00K0.00%+15New
Thomas J. Herzfeld Advisors, Inc.15$5.22K0.00%00.0%Unchanged
HighMark Wealth Management LLC15$5.22K0.00%+15New
SOA Wealth Advisors, LLC.16$5.56K0.00%−16−50.0%Reduced
Harbor Investment Advisory, LLC16$5.56K0.00%00.0%Unchanged
Motco16$5.56K0.00%+7+77.8%Added
Archer Investment Corp17$5.91K0.00%+17New
Creative Financial Designs Inc17$5.98K0.00%00.0%Unchanged
Tyler-Stone Wealth Management16$6.00K0.00%+16New
West Tower Group, LLC19$6.61K0.00%+19New
Investors Research Corp22$7.65K0.00%00.0%Unchanged
NewSquare Capital LLC23$8.00K0.00%00.0%Unchanged
Legacy Bridge, LLC25$8.69K0.01%00.0%Unchanged
Eagle Bay Advisors LLC25$8.69K0.00%00.0%Unchanged
Raffa Wealth Management, LLC28$9.74K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$9.74K0.00%00.0%Unchanged
Vigilant Capital Management, LLC28$10.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners30$10.4K0.00%+30New
Versant Capital Management, Inc33$11.5K0.00%+8+32.0%Added
Larson Financial Group LLC34$11.7K0.00%00.0%Unchanged
Logan Capital Management Inc34$11.8K0.00%00.0%Unchanged
Venturi Wealth Management, LLC34$11.8K0.00%+3+9.7%Added
Abound Wealth Management37$12.9K0.01%+13+54.2%Added
Sutton Wealth Advisors Inc.39$13.6K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC40$14.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC42$15.0K0.00%+41+4,100.0%Added
Steward Financial Group LLC46$15.0K0.00%+46New
Park Place Capital Corp44$15.3K0.00%+44New
Oakworth Capital, Inc.45$15.6K0.00%00.0%Unchanged
Riverview Trust Co45$15.6K0.01%00.0%Unchanged
Asset Dedication, LLC47$16.0K0.00%00.0%Unchanged
Wesleyan Assurance Society60$21.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.59$21.0K0.00%+2+3.5%Added
JFS Wealth Advisors, LLC63$21.9K0.00%−2−3.1%Reduced
Taikang Asset Management (Hong Kong) Co Ltd8,153$22.2K0.66%−8,153−50.0%Reduced
Raleigh Capital Management Inc.65$22.8K0.01%+6+10.2%Added
HWG Holdings LP69$24.0K0.01%00.0%Unchanged
Natixis73$25.4K0.00%+73New
West Paces Advisors Inc.75$26.1K0.01%00.0%Unchanged
Sunbelt Securities, Inc.75$26.1K0.00%+6+8.7%Added
Earnest Partners LLC78$27.1K0.00%00.0%Unchanged
Atlantic Trust, LLC78$27.1K0.01%+78New
Kapitalo Investimentos Ltda81$28.2K0.01%+81New
Ogorek Anthony Joseph84$29.0K0.01%00.0%Unchanged
Covestor Ltd82$29.0K0.02%00.0%Unchanged
MV Capital Management, Inc.86$29.9K0.00%+5+6.2%Added
Sugarloaf Wealth Management, LLC87$30.3K0.01%00.0%Unchanged
Studio Investment Management LLC94$32.7K0.01%−70−42.7%Reduced
Core Alternative Capital95$33.1K0.00%+10+11.8%Added
Geneos Wealth Management Inc.100$34.8K0.00%00.0%Unchanged
Compass Wealth Management LLC102$35.5K0.01%00.0%Unchanged
Ancora Advisors, LLC102$35.6K0.00%+2+2.0%Added
City State Bank106$37.0K0.02%00.0%Unchanged
Quarry LP117$40.7K0.03%+69+143.8%Added
Atlas Capital Advisors LLC128$44.5K0.01%−20−13.5%Reduced
Farmers & Merchants Investments Inc129$44.9K0.00%00.0%Unchanged
St Germain D J Co Inc130$45.2K0.00%+130New
GoalVest Advisory LLC131$45.6K0.02%+131New
Bell Investment Advisors, Inc136$47.3K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC139$48.4K0.01%−35−20.1%Reduced
Loomis Sayles & Co L P140$49.0K0.00%−33−19.1%Reduced
Coppell Advisory Solutions LLC152$52.4K0.02%+152New
Princeton Global Asset Management LLC154$53.5K0.02%00.0%Unchanged
Pin Oak Investment Advisors Inc155$54.0K0.06%+155New
Leonteq Securities AG156$54.2K0.01%+56+56.0%Added
Silvant Capital Management LLC157$54.6K0.00%00.0%Unchanged
Center for Financial Planning, Inc.158$54.9K0.01%00.0%Unchanged
Jones Financial Companies LLLP179$62.2K0.00%+98+121.0%Added
Global Retirement Partners, LLC191$66.4K0.00%−5−2.6%Reduced
M&R Capital Management Inc200$69.5K0.02%00.0%Unchanged