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 |
|---|---|---|---|---|---|
| Sentry LLC | 2,042 | $710.0K | 0.15% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,054 | $714.2K | 0.13% | +143+7.5% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $719.8K | 0.17% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,094 | $728.0K | 0.03% | −309−12.9% | Reduced |
| Great Lakes Retirement, Inc. | 2,099 | $729.8K | 0.13% | +29+1.4% | Added |
| Seneca Financial Advisors LLC | 2,100 | $730.2K | 0.48% | 00.0% | Unchanged |
| PFG Advisors | 2,102 | $730.9K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,104 | $731.5K | 0.01% | −418−16.6% | Reduced |
| Johnson Investment Counsel Inc | 2,108 | $733.1K | 0.01% | −31−1.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,122 | $737.9K | 0.02% | −758−26.3% | Reduced |
| Siemens Fonds Invest GmbH | 2,133 | $738.0K | 0.07% | 00.0% | Unchanged |
| Veriti Management LLC | 2,123 | $738.2K | 0.08% | +105+5.2% | Added |
| Personal Cfo Solutions, LLC | 2,178 | $757.4K | 0.15% | +21+1.0% | Added |
| Delta Investment Management, LLC | 2,180 | $758.0K | 0.21% | −133−5.8% | Reduced |
| Azzad Asset Management Inc | 2,197 | $763.8K | 0.10% | +25+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 2,199 | $764.6K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,200 | $765.0K | 0.10% | −120−5.2% | Reduced |
| Bartlett & Co. LLC | 2,199 | $765.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,216 | $770.5K | 0.01% | −395−15.1% | Reduced |
| Verdence Capital Advisors LLC | 2,238 | $778.1K | 0.09% | −344−13.3% | Reduced |
| Encompass Wealth Advisors, LLC | 2,250 | $782.4K | 0.25% | 00.0% | Unchanged |
| Diversified Trust Co | 2,253 | $783.4K | 0.03% | +2,253 | New |
| CIBC World Markets Inc. | 2,266 | $788.0K | 0.00% | +3+0.1% | Added |
| Beacon Pointe Advisors, LLC | 2,287 | $795.3K | 0.01% | −967−29.7% | Reduced |
| DoubleLine ETF Adviser LP | 2,317 | $805.7K | 0.30% | +243+11.7% | Added |
| Linden Thomas Advisory Services, LLC | 2,366 | $822.7K | 0.18% | +398+20.2% | Added |
| Independent Advisor Alliance | 2,386 | $829.7K | 0.04% | +37+1.6% | Added |
| MAI Capital Management | 2,399 | $834.0K | 0.01% | +19+0.8% | Added |
| Central Trust Co | 2,403 | $835.6K | 0.02% | −251−9.5% | Reduced |
| Whittier Trust Co | 2,405 | $836.2K | 0.01% | −414−14.7% | Reduced |
| Hantz Financial Services, Inc. | 2,431 | $845.0K | 0.02% | +2,376+4,320.0% | Added |
| Cornerstone Planning Group LLC | 2,462 | $856.0K | 0.34% | +2,462 | New |
| Steward Partners Investment Advisory, LLC | 2,462 | $856.2K | 0.01% | −10−0.4% | Reduced |
| Triangle Securities Wealth Management | 2,476 | $861.0K | 0.30% | −15−0.6% | Reduced |
| CWM, LLC | 2,503 | $870.0K | 0.01% | −72−2.8% | Reduced |
| Credential Qtrade Securities Inc. | 2,505 | $871.0K | 0.05% | −46−1.8% | Reduced |
| Vident Investment Advisory, LLC | 2,524 | $878.0K | 0.03% | −872−25.7% | Reduced |
| Avitas Wealth Management LLC | 2,556 | $888.8K | 0.16% | +30+1.2% | Added |
| Bahl & Gaynor Inc | 2,570 | $893.6K | 0.01% | −188−6.8% | Reduced |
| Coldstream Capital Management Inc | 2,579 | $896.6K | 0.03% | +10+0.4% | Added |
| Capital Analysts, LLC | 2,590 | $901.0K | 0.05% | +25+1.0% | Added |
| Bridges Investment Management Inc | 2,600 | $904.1K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,605 | $906.0K | 0.03% | −87−3.2% | Reduced |
| Accretive Wealth Partners, LLC | 2,620 | $910.9K | 0.54% | +114+4.5% | Added |
| Ropes Wealth Advisors LLC | 2,656 | $923.5K | 0.15% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 2,673 | $929.5K | 0.01% | −5−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 2,676 | $930.5K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,714 | $943.7K | 0.07% | +30+1.1% | Added |
| DRW Securities, LLC | 2,714 | $944.0K | 0.07% | +2,714 | New |
| CAPROCK Group, Inc. | 2,738 | $952.3K | 0.07% | +280+11.4% | Added |
| Evermay Wealth Management LLC | 2,742 | $953.4K | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,766 | $967.7K | 0.01% | −152−5.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,800 | $974.0K | 0.02% | −400−12.5% | Reduced |
| Smithfield Trust Co | 2,810 | $978.0K | 0.06% | +147+5.5% | Added |
| Moloney Securities Asset Management, LLC | 2,824 | $982.0K | 0.17% | +197+7.5% | Added |
| HM Payson & Co | 2,827 | $983.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 2,852 | $991.7K | 0.02% | −58−2.0% | Reduced |
| Clearstead Advisors, LLC | 2,858 | $993.8K | 0.06% | −7−0.2% | Reduced |
| Raymond James Trust N.A. | 2,883 | $1.00M | 0.03% | −3−0.1% | Reduced |
| GWM Advisors LLC | 2,906 | $1.01M | 0.01% | −19−0.6% | Reduced |
| Monte Financial Group, LLC | 2,934 | $1.02M | 0.50% | +65+2.3% | Added |
| Sequoia Financial Advisors, LLC | 2,949 | $1.03M | 0.02% | +187+6.8% | Added |
| Pegasus Partners Ltd. | 2,952 | $1.03M | 0.15% | −11−0.4% | Reduced |
| Jump Financial, LLC | 2,969 | $1.03M | 0.04% | +2,969 | New |
| Key Financial Inc | 2,984 | $1.04M | 0.34% | +14+0.5% | Added |
| Bokf, NA | 2,993 | $1.04M | 0.02% | −887−22.9% | Reduced |
| Mystic Asset Management, Inc. | 3,000 | $1.04M | 0.56% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 3,072 | $1.07M | 0.39% | +3,072 | New |
| Advisory Services Network, LLC | 3,073 | $1.07M | 0.03% | +1,958+175.6% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.08M | 0.24% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,179 | $1.08M | 0.01% | −222−6.5% | Reduced |
| Quantinno Capital Management LP | 3,115 | $1.08M | 0.06% | +483+18.4% | Added |
| Meeder Advisory Services, Inc. | 3,115 | $1.08M | 0.12% | +226+7.8% | Added |
| Anchor Investment Management, LLC | 3,120 | $1.08M | 0.14% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,127 | $1.09M | 0.01% | −59−1.9% | Reduced |
| Davenport & Co LLC | 3,129 | $1.09M | 0.01% | −161,903−98.1% | Reduced |
| Brave Warrior Advisors, LLC | 3,150 | $1.10M | 0.03% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,167 | $1.10M | 0.39% | +88+2.9% | Added |
| Clark Capital Management Group, Inc. | 3,265 | $1.14M | 0.01% | +23+0.7% | Added |
| Hills Bank & Trust Co | 3,318 | $1.15M | 0.15% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 3,317 | $1.15M | 0.09% | +118+3.7% | Added |
| Asset Management Group, Inc. | 3,364 | $1.17M | 0.25% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,364 | $1.17M | 0.03% | +134+4.1% | Added |
| Essex Investment Management Co LLC | 3,386 | $1.18M | 0.16% | +1,282+60.9% | Added |
| Apollon Wealth Management, LLC | 3,441 | $1.20M | 0.06% | +80+2.4% | Added |
| Waldron Private Wealth LLC | 3,479 | $1.21M | 0.06% | +16+0.5% | Added |
| Assetmark, Inc | 3,486 | $1.21M | 0.00% | +22+0.6% | Added |
| Cypress Capital Group | 3,491 | $1.21M | 0.18% | −228−6.1% | Reduced |
| Wealthsource Partners, LLC | 3,492 | $1.21M | 0.08% | +3,492 | New |
| Equitable Trust Co | 3,525 | $1.23M | 0.09% | −510−12.6% | Reduced |
| Signaturefd, LLC | 3,566 | $1.24M | 0.03% | +262+7.9% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.28M | 0.60% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 3,705 | $1.29M | 0.42% | −85−2.2% | Reduced |
| AXS Investments LLC | 3,725 | $1.30M | 0.35% | −177−4.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.30M | 0.54% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,726 | $1.30M | 0.18% | +29+0.8% | Added |
| Cetera Advisors LLC | 3,726 | $1.30M | 0.02% | +99+2.7% | Added |
| National Asset Management, Inc. | 3,757 | $1.31M | 0.03% | +58+1.6% | Added |
| Impax Asset Management Group plc | 3,764 | $1.31M | 0.01% | −151−3.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,845 | $1.34M | 0.02% | −18−0.5% | Reduced |