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 2 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legal & General Group Plc | 1,211,925 | $421.4M | 0.14% | −8,585−0.7% | Reduced |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 1,218,410 | $423.7M | 14.36% | 00.0% | Unchanged |
| Capital World Investors | 1,224,035 | $425.6M | 0.08% | +12,469+1.0% | Added |
| Goldman Sachs Group Inc | 1,282,056 | $445.8M | 0.11% | −150,918−10.5% | Reduced |
| Windacre Partnership LLC | 1,457,100 | $506.7M | 9.77% | +415,300+39.9% | Added |
| Deutsche Bank AG | 1,529,117 | $531.7M | 0.28% | −94,226−5.8% | Reduced |
| Northern Trust Corp | 1,602,522 | $557.2M | 0.11% | −86,039−5.1% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 1,672,795 | $581.7M | 10.48% | −247,560−12.9% | Reduced |
| Bank of New York Mellon Corp | 1,694,897 | $589.3M | 0.12% | +30,366+1.8% | Added |
| Norges Bank | 1,709,266 | $594.3M | 0.12% | +118,441+7.4% | Added |
| Longview Partners (Guernsey) LTD | 1,836,736 | $638.7M | 4.18% | −45,630−2.4% | Reduced |
| Ninety One UK Ltd | 1,992,608 | $692.9M | 2.02% | −1,236,276−38.3% | Reduced |
| Veritas Asset Management LLP | 2,288,962 | $795.9M | 5.54% | +920,100+67.2% | Added |
| Principal Financial Group Inc | 2,545,864 | $885.2M | 0.60% | −481,259−15.9% | Reduced |
| Geode Capital Management, LLC | 2,867,713 | $994.1M | 0.12% | +78,374+2.8% | Added |
| Morgan Stanley | 3,820,816 | $1.33B | 0.13% | −78,886−2.0% | Reduced |
| Baillie Gifford & Co | 3,933,219 | $1.37B | 1.16% | −203,427−4.9% | Reduced |
| FMR LLC | 4,095,453 | $1.42B | 0.12% | +193,540+5.0% | Added |
| Fiera Capital Corp | 4,810,732 | $1.67B | 4.84% | −244,966−4.8% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 5,281,223 | $1.84B | 15.31% | −422,562−7.4% | Reduced |
| State Street Corp | 6,659,254 | $2.32B | 0.12% | +148,804+2.3% | Added |
| TCI Fund Management LtdSuperinvestorTCI Fund Management | 10,520,317 | $3.66B | 10.87% | +150,838+1.5% | Added |
| BlackRock Inc. | 12,558,192 | $4.37B | 0.12% | −601,995−4.6% | Reduced |
| Vanguard Group Inc | 13,885,765 | $4.83B | 0.11% | +21,111+0.2% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 24,669,778 | $8.58B | 2.46% | 00.0% | Unchanged |
| Meritage Group LP | 0 | $0 | 0.00% | −520,886−100.0% | Sold out |
| Marathon Asset Mgmt Ltd | 0 | $0 | 0.00% | −57,833−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −27,575−100.0% | Sold out |
| TRB Advisors LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −13,702−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −10,904−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −10,816−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −10,707−100.0% | Sold out |
| Criteria Caixa, S.A.U. | 0 | $0 | 0.00% | −7,433−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,907−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,820−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,072−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −3,573−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −1,785−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,611−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,559−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −22,679−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |