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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 1,128 | $392.2K | 0.00% | +399+54.7% | Added |
| Bradley Foster & Sargent Inc | 1,130 | $392.9K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,130 | $393.1K | 0.05% | −46−3.9% | Reduced |
| Tributary Capital Management, LLC | 1,140 | $396.4K | 0.04% | −20−1.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,142 | $397.0K | 0.05% | −13−1.1% | Reduced |
| Horizon Investments, LLC | 1,144 | $397.8K | 0.01% | +135+13.4% | Added |
| CX Institutional | 1,149 | $399.6K | 0.02% | +254+28.4% | Added |
| Wolverine Trading, LLC | 1,162 | $400.3K | 0.01% | +1,162 | New |
| Connectus Wealth, LLC | 1,162 | $405.1K | 0.01% | +8+0.7% | Added |
| Versor Investments LP | 1,183 | $411.4K | 0.07% | +24+2.1% | Added |
| HRT Financial LP | 1,194 | $415.0K | 0.00% | +1,194 | New |
| D.A. Davidson & Co. | 1,204 | $418.8K | 0.00% | +268+28.6% | Added |
| BDO Wealth Advisors, LLC | 1,211 | $421.1K | 0.05% | +1,160+2,274.5% | Added |
| Schechter Investment Advisors, LLC | 1,219 | $423.8K | 0.04% | +124+11.3% | Added |
| Canada Pension Plan Investment Board | 1,227 | $426.7K | 0.00% | −2,950−70.6% | Reduced |
| Legacy Private Trust Co. | 1,232 | $428.4K | 0.04% | −82−6.2% | Reduced |
| Mather Group, LLC. | 1,237 | $430.1K | 0.01% | +1,237 | New |
| Mark Stevens | 1,240 | $431.2K | 0.06% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,246 | $433.3K | 0.05% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,258 | $437.0K | 0.23% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,261 | $438.5K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,261 | $438.5K | 0.04% | +46+3.8% | Added |
| Penobscot Investment Management Company, Inc. | 1,265 | $439.9K | 0.07% | 00.0% | Unchanged |
| Lincoln National Corp | 1,274 | $442.9K | 0.01% | +33+2.7% | Added |
| Wedmont Private Capital | 1,257 | $443.9K | 0.05% | +223+21.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,285 | $446.8K | 0.15% | −5−0.4% | Reduced |
| Fayez Sarofim & Co | 1,285 | $446.8K | 0.00% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,285 | $446.8K | 0.15% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,286 | $447.2K | 0.04% | −26−2.0% | Reduced |
| Marshall Financial Group LLC | 1,295 | $450.4K | 0.15% | −166−11.4% | Reduced |
| TD Private Client Wealth LLC | 1,306 | $454.1K | 0.02% | +19+1.5% | Added |
| FineMark National Bank & Trust | 1,311 | $455.9K | 0.02% | +67+5.4% | Added |
| Quilter Plc | 460 | $456.5K | 0.02% | +460 | New |
| First Hawaiian Bank | 1,329 | $462.1K | 0.02% | +1,329 | New |
| Savant Capital, LLC | 1,332 | $463.3K | 0.01% | −94−6.6% | Reduced |
| Circle Wealth Management, LLC | 1,389 | $483.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,398 | $486.1K | 0.02% | −8−0.6% | Reduced |
| V-Square Quantitative Management LLC | 1,399 | $486.5K | 0.35% | −49−3.4% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $486.8K | 0.18% | 00.0% | Unchanged |
| Capula Management Ltd | 1,400 | $486.8K | 0.06% | +1,400 | New |
| Argent Trust Co | 1,412 | $491.0K | 0.03% | +59+4.4% | Added |
| DDD Partners, LLC | 1,417 | $492.7K | 0.07% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,426 | $495.9K | 0.06% | −43−2.9% | Reduced |
| Panagora Asset Management Inc | 1,432 | $497.9K | 0.00% | −75−5.0% | Reduced |
| Evercore Wealth Management, LLC | 1,444 | $502.1K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,450 | $504.2K | 0.14% | +150+11.5% | Added |
| Brave Asset Management Inc | 1,458 | $507.0K | 0.15% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,479 | $514.2K | 0.04% | +22+1.5% | Added |
| Charter Trust Co | 1,488 | $517.4K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,498 | $520.9K | 0.04% | +39+2.7% | Added |
| Borer Denton & Associates, Inc. | 1,505 | $523.3K | 0.21% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,513 | $526.1K | 0.10% | +175+13.1% | Added |
| Oppenheimer & Co Inc | 1,523 | $529.6K | 0.01% | +311+25.7% | Added |
| Empower Advisory Group, LLC | 1,532 | $532.7K | 0.00% | −9−0.6% | Reduced |
| Castle Rock Wealth Management, LLC | 1,543 | $535.4K | 0.18% | 00.0% | Unchanged |
| Baader Bank INC | 1,556 | $536.7K | 0.05% | +50+3.3% | Added |
| RMB Capital Management, LLC | 1,546 | $537.6K | 0.02% | +2+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,549 | $538.6K | 0.07% | −15−1.0% | Reduced |
| Spinnaker Trust | 1,585 | $551.1K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,601 | $556.7K | 0.05% | +581+57.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,613 | $561.0K | 0.03% | −20−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,627 | $565.8K | 0.10% | −57−3.4% | Reduced |
| Choate Investment Advisors | 1,638 | $569.6K | 0.02% | +10+0.6% | Added |
| Centaurus Financial, Inc. | 1,660 | $577.0K | 0.05% | +1,660 | New |
| Pacific Global Investment Management CO | 1,660 | $577.2K | 0.12% | −11−0.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,680 | $584.1K | 0.02% | +4+0.2% | Added |
| CWA Asset Management Group, LLC | 1,681 | $584.5K | 0.04% | +433+34.7% | Added |
| Dynamic Technology Lab Private Ltd | 1,682 | $585.0K | 0.07% | +1,682 | New |
| Baker Tilly Wealth Management, LLC | 1,685 | $585.9K | 0.06% | −41−2.4% | Reduced |
| Ritholtz Wealth Management | 1,691 | $588.0K | 0.03% | −4−0.2% | Reduced |
| Dodge & Cox | 1,702 | $591.8K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,703 | $592.2K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,719 | $597.7K | 0.17% | +1,719 | New |
| Walter & Keenan Financial Consulting Co | 1,724 | $599.5K | 0.22% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,743 | $606.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,744 | $606.4K | 0.24% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,756 | $610.6K | 0.00% | −651−27.0% | Reduced |
| Balentine LLC | 1,760 | $612.0K | 0.02% | +6+0.3% | Added |
| Morris Financial Concepts, Inc. | 1,765 | $613.8K | 0.40% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,772 | $616.2K | 0.04% | +26+1.5% | Added |
| Penserra Capital Management LLC | 1,813 | $629.0K | 0.01% | +981+117.9% | Added |
| Trust Asset Management LLC | 1,820 | $632.9K | 0.07% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,849 | $643.0K | 0.04% | +28+1.5% | Added |
| HBK Investments L P | 1,867 | $649.2K | 0.02% | +1,867 | New |
| Qtron Investments LLC | 1,868 | $649.5K | 0.12% | +1,868 | New |
| Ameritas Investment Partners, Inc. | 1,872 | $650.9K | 0.02% | −70−3.6% | Reduced |
| Fishman Jay A Ltd | 1,875 | $652.0K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,878 | $653.0K | 0.04% | −29−1.5% | Reduced |
| Patriot Investment Management Inc. | 1,890 | $657.2K | 0.06% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,895 | $659.0K | 0.61% | +2+0.1% | Added |
| Valeo Financial Advisors, LLC | 1,902 | $661.4K | 0.03% | +108+6.0% | Added |
| Riversedge Advisors, LLC | 1,912 | $664.8K | 0.18% | 00.0% | Unchanged |
| Unigestion Holding SA | 1,948 | $671.0K | 0.04% | −407−17.3% | Reduced |
| HB Wealth Management, LLC | 1,941 | $674.9K | 0.01% | +154+8.6% | Added |
| Cigna Investments Inc | 1,958 | $681.0K | 0.13% | +12+0.6% | Added |
| D.B. Root & Company, LLC | 1,981 | $688.8K | 0.26% | +103+5.5% | Added |
| TownSquare Capital, LLC | 1,981 | $688.8K | 0.01% | +876+79.3% | Added |
| Bridgefront Capital, LLC | 1,987 | $690.9K | 0.37% | +1,987 | New |
| Stonebridge Capital Management Inc | 2,000 | $695.0K | 0.32% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,032 | $706.6K | 0.03% | +118+6.2% | Added |