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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 745 | $259.1K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 747 | $259.7K | 0.00% | +17+2.3% | Added |
| Values Added Financial LLC | 748 | $260.1K | 0.24% | +748 | New |
| Pinnacle Associates Ltd | 751 | $261.2K | 0.00% | −50−6.2% | Reduced |
| Morningstar Investment Services LLC | 763 | $263.0K | 0.00% | +763 | New |
| Long Path Partners LP | 757 | $263.2K | 0.12% | +757 | New |
| Eqis Capital Management, Inc. | 758 | $263.4K | 0.03% | +758 | New |
| Legacy Financial Advisors, Inc. | 758 | $263.4K | 0.05% | +11+1.5% | Added |
| Flputnam Investment Management Co | 759 | $263.9K | 0.01% | +759 | New |
| Blueprint Investment Partners LLC | 761 | $264.6K | 0.09% | +761 | New |
| BSW Wealth Partners | 765 | $266.1K | 0.06% | +5+0.7% | Added |
| Geller Advisors LLC | 769 | $267.4K | 0.03% | +97+14.4% | Added |
| Conning Inc. | 770 | $267.7K | 0.01% | −210−21.4% | Reduced |
| Birch Hill Investment Advisors LLC | 770 | $267.7K | 0.02% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 770 | $267.7K | 0.12% | 00.0% | Unchanged |
| Heritage Trust Co | 775 | $269.5K | 0.04% | +775 | New |
| NorthRock Partners, LLC | 775 | $269.6K | 0.03% | −59−7.1% | Reduced |
| Fenimore Asset Management Inc | 787 | $273.7K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 788 | $274.0K | 0.09% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 793 | $275.7K | 0.02% | −125−13.6% | Reduced |
| Gitterman Wealth Management, LLC | 796 | $276.9K | 0.13% | +796 | New |
| Gyroscope Capital Management Group, LLC | 800 | $278.2K | 0.06% | −400−33.3% | Reduced |
| Atwood & Palmer Inc | 800 | $278.2K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $278.2K | 0.03% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 801 | $278.5K | 0.01% | −18−2.2% | Reduced |
| Baldwin Brothers Inc | 815 | $283.4K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 817 | $284.1K | 0.01% | −106−11.5% | Reduced |
| Capstone Investment Advisors, LLC | 822 | $285.8K | 0.01% | −1,604−66.1% | Reduced |
| Pitcairn Co | 825 | $286.9K | 0.02% | −34−4.0% | Reduced |
| First Foundation Advisors | 825 | $286.9K | 0.01% | +30+3.8% | Added |
| Allstate Corp | 827 | $287.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 831 | $289.0K | 0.04% | +35+4.4% | Added |
| American National Bank | 833 | $289.7K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 834 | $290.0K | 0.10% | −129−13.4% | Reduced |
| Western Wealth Management, LLC | 837 | $291.1K | 0.02% | +837 | New |
| Merit Financial Group, LLC | 839 | $291.6K | 0.01% | +839 | New |
| Tilt Investment Management Holdings, PBC | 839 | $291.7K | 0.19% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 839 | $291.7K | 0.14% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 842 | $292.8K | 0.01% | +842 | New |
| 4J Wealth Management LLC | 845 | $293.9K | 0.29% | −21−2.4% | Reduced |
| Flagship Harbor Advisors, LLC | 850 | $295.7K | 0.02% | −3−0.4% | Reduced |
| Sunflower Bank, N.A. | 856 | $297.6K | 0.07% | +16+1.9% | Added |
| Fort Point Capital Partners LLC | 862 | $299.7K | 0.05% | +53+6.6% | Added |
| CM Wealth Advisors LLC | 849 | $300.1K | 0.10% | −7,392−89.7% | Reduced |
| Roanoke Asset Management Corp | 866 | $301.0K | 0.12% | 00.0% | Unchanged |
| Synovus Financial Corp | 867 | $301.5K | 0.00% | +6+0.7% | Added |
| Castleview Partners, LLC | 869 | $302.2K | 0.27% | +85+10.8% | Added |
| Fidelis Capital Partners, LLC | 872 | $303.2K | 0.11% | +118+15.6% | Added |
| Abacus Planning Group, Inc. | 876 | $304.6K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 880 | $306.0K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 900 | $312.9K | 0.16% | −300−25.0% | Reduced |
| Invesco, LLC | 904 | $314.3K | 0.15% | +904 | New |
| Harvest Fund Management Co., Ltd | 927 | $322.0K | 0.06% | +332+55.8% | Added |
| Rice Hall James & Associates, LLC | 928 | $322.7K | 0.02% | −43−4.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 931 | $323.7K | 0.01% | −3,614−79.5% | Reduced |
| Auto-Owners Insurance Co | 933 | $324.4K | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 939 | $326.5K | 0.05% | +40+4.4% | Added |
| Integrated Wealth Concepts LLC | 945 | $328.7K | 0.01% | +289+44.1% | Added |
| Pettee Investors, Inc. | 946 | $328.9K | 0.15% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 947 | $329.0K | 0.04% | +947 | New |
| Baxter Bros Inc | 949 | $330.0K | 0.05% | 00.0% | Unchanged |
| Simmons Bank | 954 | $331.7K | 0.03% | +954 | New |
| Westpac Banking Corp | 961 | $334.2K | 0.02% | −20,646−95.6% | Reduced |
| Shearwater Capital LLC | 964 | $335.3K | 0.29% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 965 | $335.6K | 0.04% | −135−12.3% | Reduced |
| Coastal Investment Advisors, Inc. | 966 | $336.1K | 0.07% | +100+11.5% | Added |
| Avantax Advisory Services, Inc. | 967 | $336.1K | 0.00% | −84−8.0% | Reduced |
| Seven Eight Capital, LP | 977 | $339.7K | 0.06% | +977 | New |
| PDS Planning, Inc | 982 | $341.5K | 0.04% | +321+48.6% | Added |
| Hutner Capital Management Inc | 984 | $342.2K | 0.20% | −6−0.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,000 | $347.7K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $347.7K | 0.03% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $347.7K | 0.17% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,000 | $347.7K | 0.43% | +1,000 | New |
| Wealth Enhancement Advisory Services, LLC | 1,007 | $350.1K | 0.00% | −80−7.4% | Reduced |
| Resurgent Financial Advisors LLC | 1,008 | $350.5K | 0.23% | +1,008 | New |
| Shelton Capital Management | 1,013 | $352.2K | 0.01% | −7−0.7% | Reduced |
| Boltwood Capital Management | 1,015 | $352.9K | 0.13% | +15+1.5% | Added |
| Lido Advisors, LLC | 1,018 | $354.1K | 0.00% | −548−35.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,019 | $354.3K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,024 | $356.1K | 0.01% | +1,024 | New |
| Mayfair Advisory Group, LLC | 1,050 | $356.5K | 0.36% | +350+50.0% | Added |
| Aaron Wealth Advisors | 1,036 | $360.2K | 0.05% | +277+36.5% | Added |
| RFG Advisory, LLC | 1,039 | $361.3K | 0.02% | −1−0.1% | Reduced |
| Broadleaf Partners, LLC | 1,040 | $361.6K | 0.12% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,043 | $362.7K | 0.02% | −5−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,044 | $363.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,056 | $367.2K | 0.06% | +4+0.4% | Added |
| Summit Financial, LLC | 1,058 | $367.9K | 0.03% | +228+27.5% | Added |
| Stokes Family Office, LLC | 1,074 | $373.5K | 0.04% | −17−1.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,078 | $374.8K | 0.02% | +345+47.1% | Added |
| Brighton Jones LLC | 1,080 | $375.5K | 0.02% | +37+3.5% | Added |
| Ronald Blue Trust, Inc. | 1,228 | $376.0K | 0.01% | +927+308.0% | Added |
| Summit Trail Advisors, LLC | 1,087 | $378.0K | 0.01% | +1,087 | New |
| Relaxing Retirement Coach | 1,088 | $378.3K | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,100 | $382.0K | 0.14% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,100 | $382.5K | 0.35% | +100+10.0% | Added |
| Patton Albertson Miller Group, LLC | 1,108 | $385.3K | 0.07% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,124 | $390.8K | 0.04% | +1,124 | New |
| Crestmont Private Wealth LLC | 1,126 | $391.5K | 0.23% | +111+10.9% | Added |