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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 3 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
Edmond de Rothschild Holding S.A.200$69.5K0.00%00.0%Unchanged
MB, Levis & Associates, LLC200$69.5K0.04%00.0%Unchanged
Deseret Mutual Benefit Administrators204$70.9K0.03%+4+2.0%Added
Byrne Asset Management LLC72$72.0K0.05%––
Clear Street Markets LLC207$72.0K0.03%−113−35.3%Reduced
Geo Capital Gestora de Recursos Ltd225$78.0K0.06%−64−22.1%Reduced
Coston, McIsaac & Partners232$80.0K0.03%+1+0.4%Added
Sound Income Strategies, LLC232$80.7K0.01%00.0%Unchanged
TFC Financial Management232$80.7K0.02%+1+0.4%Added
VisionPoint Advisory Group, LLC237$82.4K0.03%+237New
Avalon Trust Co241$83.8K0.01%00.0%Unchanged
North Star Investment Management Corp.244$84.8K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC250$86.9K0.01%00.0%Unchanged
Close Asset Management Ltd250$87.0K0.00%−300−54.5%Reduced
Hexagon Capital Partners LLC256$89.0K0.02%−11−4.1%Reduced
IFP Advisors, Inc1,880$90.1K0.00%+13+0.7%Added
Benjamin F. Edwards & Company, Inc.263$91.0K0.00%00.0%Unchanged
Resources Management Corp266$92.0K0.01%−49,705−99.5%Reduced
Atticus Wealth Management, LLC265$92.1K0.03%−50−15.9%Reduced
EverSource Wealth Advisors, LLC292$101.6K0.01%+108+58.7%Added
Parkside Financial Bank & Trust297$103.3K0.02%+17+6.1%Added
JNBA Financial Advisors300$104.3K0.01%00.0%Unchanged
Your Advocates Ltd., LLP300$104.3K0.05%00.0%Unchanged
Farther Finance Advisors, LLC301$104.5K0.02%−160−34.7%Reduced
Salem Investment Counselors Inc303$105.4K0.00%00.0%Unchanged
South State Corp.305$106.1K0.01%00.0%Unchanged
Quent Capital, LLC315$109.4K0.02%+6+1.9%Added
Harbour Investments, Inc.316$109.9K0.01%00.0%Unchanged
Private Trust Co NA320$111.3K0.01%+107+50.2%Added
Livforsakringsbolaget Skandia, Omsesidigt322$112.0K0.01%00.0%Unchanged
Grove Bank & Trust343$119.3K0.02%−13−3.7%Reduced
BerganKDV Wealth Management, LLC354$123.1K0.01%−2−0.6%Reduced
CVA Family Office, LLC360$125.2K0.03%00.0%Unchanged
Kathleen S. Wright Associates Inc.400$139.1K0.09%−500−55.6%Reduced
AdvisorNet Financial, Inc402$139.8K0.01%+327+436.0%Added
Headlands Technologies LLC423$147.1K0.05%−5−1.2%Reduced
Manchester Capital Management LLC424$147.4K0.02%+2+0.5%Added
Arlington Partners LLC445$154.7K0.02%−25−5.3%Reduced
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH465$161.7K0.01%00.0%Unchanged
Allworth Financial LP478$166.2K0.00%−6−1.2%Reduced
Massmutual Trust Co FSB491$170.7K0.01%+73+17.5%Added
Sandy Spring Bank494$171.7K0.01%−140−22.1%Reduced
Paradigm Asset Management Co LLC500$173.9K0.05%−600−54.5%Reduced
Clean Yield Group500$173.9K0.07%00.0%Unchanged
Alta Advisers Ltd500$173.9K0.10%00.0%Unchanged
FinTrust Capital Advisors, LLC634$176.6K0.04%00.0%Unchanged
Islay Capital Management, LLC541$188.1K0.17%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.550$191.3K0.00%−50−8.3%Reduced
JTC Employer Solutions Trusteee Ltd579$201.0K0.02%00.0%Unchanged
Stratos Wealth Partners, LTD.587$204.2K0.00%+587New
Gateway Investment Advisers LLC588$204.5K0.00%+588New
Forum Financial Management, LP596$207.2K0.00%+596New
AMG National Trust Bank597$207.6K0.01%+597New
First National Bank & Trust Co of Newtown600$208.6K0.04%+600New
Monarch Capital Management Inc600$208.6K0.06%+600New
Burke & Herbert Bank & Trust Co600$208.6K0.14%+600New
Cullinan Associates Inc600$208.6K0.01%+600New
EagleClaw Capital Managment, LLC600$208.6K0.05%+600New
Pathway Financial Advisors LLC600$208.6K0.07%+600New
Resolute Wealth Strategies, LLC600$208.6K0.16%+600New
Wealthcare Advisory Partners LLC601$208.8K0.01%+601New
Texas Capital Bank Wealth Management Services Inc605$210.4K0.02%−179−22.8%Reduced
Quantamental Technologies LLC610$212.1K0.09%+610New
HCR Wealth Advisors612$212.8K0.04%−100−14.0%Reduced
K.J. Harrison & Partners Inc619$214.5K0.04%−2,000−76.4%Reduced
International Assets Investment Management, LLC617$214.5K0.03%+617New
Ashton Thomas Private Wealth, LLC617$214.5K0.02%+617New
Great Valley Advisor Group, Inc.617$214.7K0.01%+617New
EWG Elevate Inc.619$215.2K0.09%+619New
Twin Lakes Capital Management, LLC619$215.3K0.15%00.0%Unchanged
Howe & Rusling Inc621$215.9K0.02%+621New
Pinnacle Wealth Management Advisory Group, LLC625$217.3K0.03%+625New
Busey Wealth Management629$218.7K0.01%−195−23.7%Reduced
PEAK6 Investments LLC639$222.2K0.02%−2,734−81.1%Reduced
Saybrook Capital643$224.0K0.07%+643New
West Family Investments, Inc.653$227.1K0.09%+653New
Cyndeo Wealth Partners, LLC656$227.9K0.02%+656New
Caldwell Trust Co660$229.5K0.03%00.0%Unchanged
Little House Capital LLC661$229.8K0.10%00.0%Unchanged
FourThought Financial Partners, LLC685$238.2K0.03%00.0%Unchanged
We Are One Seven, LLC685$238.2K0.02%+685New
Guyasuta Investment Advisors Inc686$238.5K0.02%00.0%Unchanged
Lindbrook Capital, LLC686$238.5K0.03%+8+1.2%Added
First Capital Advisors Group, LLC.692$240.7K0.13%+692New
Magellan Asset Management Ltd696$242.0K0.00%+57+8.9%Added
Partners Capital Investment Group, LLP698$242.7K0.01%+698New
Lion Street Advisors, LLC606$244.9K0.08%+606New
Pinnacle Wealth Planning Services, Inc.705$245.1K0.04%+19+2.8%Added
Federated Hermes, Inc.705$245.1K0.00%+4+0.6%Added
Gladstone Institutional Advisory LLC707$245.8K0.01%+1+0.1%Added
McLean Asset Management Corp714$248.4K0.10%−1−0.1%Reduced
Perpetual Ltd715$248.6K0.00%−9−1.2%Reduced
Golden State Equity Partners716$249.0K0.07%+716New
Carson Advisory Inc.720$250.4K0.21%00.0%Unchanged
Glassman Wealth Services720$250.4K0.04%+478+197.5%Added
Addison Advisors LLC737$256.3K0.13%+40+5.7%Added
626 Financial, LLC740$257.3K0.16%−60−7.5%Reduced
Relyea Zuckerberg Hanson LLC741$257.7K0.06%+741New
Silvia McColl Wealth Management, LLC742$258.0K0.24%00.0%Unchanged
Abn Amro Investment Solutions744$258.7K0.01%00.0%Unchanged