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 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 3,862 | $1.34M | 0.37% | +3,655+1,765.7% | Added |
| Gotham Asset Management, LLC | 3,887 | $1.35M | 0.03% | −210−5.1% | Reduced |
| Vestcor Inc | 3,891 | $1.35M | 0.05% | −10−0.3% | Reduced |
| Sawtooth Solutions, LLC | 3,901 | $1.36M | 0.04% | +251+6.9% | Added |
| Bleakley Financial Group, LLC | 3,902 | $1.36M | 0.04% | +253+6.9% | Added |
| Texas Yale Capital Corp. | 3,930 | $1.37M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,964 | $1.38M | 0.00% | +1,009+34.1% | Added |
| Legacy Advisors, LLC | 3,972 | $1.38M | 0.20% | +592+17.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,983 | $1.39M | 0.01% | −138−3.3% | Reduced |
| Van Strum & Towne Inc. | 4,000 | $1.39M | 0.58% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,455 | $1.41M | 0.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,105 | $1.43M | 0.05% | −96−2.3% | Reduced |
| EA Series Trust | 4,105 | $1.43M | 0.05% | +4,105 | New |
| Essex Savings Bank | 4,137 | $1.44M | 0.48% | +95+2.4% | Added |
| Two Sigma Securities, LLC | 4,139 | $1.44M | 0.12% | +2,919+239.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,159 | $1.45M | 0.03% | −12−0.3% | Reduced |
| Rodgers Brothers Inc. | 4,221 | $1.47M | 0.26% | +1,485+54.3% | Added |
| Motley Fool Asset Management LLC | 4,250 | $1.48M | 0.13% | +4,250 | New |
| La Banque Postale Asset Management SA | 4,266 | $1.48M | 0.04% | −19,085−81.7% | Reduced |
| IMS Capital Management | 4,310 | $1.50M | 0.83% | +30+0.7% | Added |
| Citizens Financial Group Inc | 4,314 | $1.50M | 0.05% | −568−11.6% | Reduced |
| MCF Advisors LLC | 4,396 | $1.53M | 0.14% | −390−8.1% | Reduced |
| Bryn Mawr Trust Co | 4,423 | $1.54M | 0.06% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,536 | $1.58M | 0.71% | −75−1.6% | Reduced |
| Simplex Trading, LLC | 4,543 | $1.58M | 0.07% | +4,543 | New |
| Cynosure Management, LLC | 4,579 | $1.59M | 0.48% | +4,579 | New |
| Rossmore Private Capital | 4,600 | $1.60M | 0.24% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,625 | $1.61M | 0.14% | −382−7.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,637 | $1.61M | 0.46% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,670 | $1.62M | 0.46% | +19+0.4% | Added |
| Resources Investment Advisors, LLC. | 4,707 | $1.64M | 0.04% | +3,928+504.2% | Added |
| Parallax Volatility Advisers, L.P. | 4,830 | $1.68M | 0.06% | +4,830 | New |
| Vinva Investment Management Ltd | 4,913 | $1.69M | 0.15% | −680−12.2% | Reduced |
| Ingalls & Snyder LLC | 4,886 | $1.70M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 4,977 | $1.73M | 0.05% | +24+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 5,013 | $1.74M | 0.17% | +1,539+44.3% | Added |
| Empirical Finance, LLC | 5,014 | $1.74M | 0.14% | +577+13.0% | Added |
| Bayesian Capital Management, LP | 5,040 | $1.75M | 0.19% | +365+7.8% | Added |
| Legato Capital Management LLC | 5,044 | $1.75M | 0.24% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,050 | $1.76M | 0.01% | +627+14.2% | Added |
| Bessemer Group Inc | 5,056 | $1.76M | 0.00% | +1,516+42.8% | Added |
| Naples Global Advisors, LLC | 5,133 | $1.78M | 0.21% | −159−3.0% | Reduced |
| AIA Group Ltd | 5,170 | $1.80M | 0.09% | +1,984+62.3% | Added |
| Andra AP-fonden | 5,200 | $1.81M | 0.05% | −100−1.9% | Reduced |
| Level Four Advisory Services, LLC | 5,270 | $1.83M | 0.11% | −3,473−39.7% | Reduced |
| Janney Montgomery Scott LLC | 5,301 | $1.84M | 0.01% | −1,084−17.0% | Reduced |
| Toroso Investments, LLC | 5,422 | $1.89M | 0.06% | +784+16.9% | Added |
| Banque Cantonale Vaudoise | 5,460 | $1.90M | 0.09% | −600−9.9% | Reduced |
| Fairbanks Capital Management, Inc. | 5,464 | $1.90M | 1.48% | −124−2.2% | Reduced |
| Huntington National Bank | 5,476 | $1.90M | 0.02% | +58+1.1% | Added |
| Keybank National Association | 5,503 | $1.91M | 0.01% | −1,424−20.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,514 | $1.92M | 0.07% | +5,514 | New |
| Tudor Investment Corp Et Al | 5,515 | $1.92M | 0.03% | +5,515 | New |
| Parallel Advisors, LLC | 5,538 | $1.93M | 0.06% | −203−3.5% | Reduced |
| SkyView Investment Advisors, LLC | 5,485 | $1.93M | 0.48% | +5,245+2,185.4% | Added |
| Atria Wealth Solutions, Inc. | 5,618 | $1.95M | 0.03% | +1,229+28.0% | Added |
| Greenleaf Trust | 5,629 | $1.96M | 0.02% | +938+20.0% | Added |
| Pathstone Family Office, LLC | 5,590 | $1.96M | 0.03% | +86+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,665 | $1.97M | 0.15% | +59+1.1% | Added |
| Saturna Capital CORP | 5,689 | $1.98M | 0.03% | −16−0.3% | Reduced |
| Telemus Capital, LLC | 5,700 | $1.98M | 0.17% | −1,490−20.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,714 | $1.99M | 0.09% | +350+6.5% | Added |
| General Partner, Inc. | 5,791 | $2.01M | 1.68% | −500−7.9% | Reduced |
| Transcend Wealth Collective, LLC | 5,832 | $2.03M | 0.19% | +26+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 5,870 | $2.04M | 0.07% | +5+0.1% | Added |
| Baker Avenue Asset Management, LP | 5,880 | $2.04M | 0.10% | +1,723+41.4% | Added |
| Mercer Global Advisors Inc | 5,892 | $2.05M | 0.01% | +560+10.5% | Added |
| SYSTM Wealth Solutions LLC | 5,896 | $2.05M | 0.28% | +1,102+23.0% | Added |
| NewEdge Wealth, LLC | 5,925 | $2.06M | 0.07% | +5,925 | New |
| Change Path, LLC | 5,971 | $2.08M | 0.10% | +217+3.8% | Added |
| Tiaa, FSB | 6,000 | $2.09M | 0.01% | −69−1.1% | Reduced |
| Commerce Bank | 6,009 | $2.09M | 0.02% | −122−2.0% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $2.10M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,048 | $2.10M | 0.01% | −11,177−64.9% | Reduced |
| Exchange Capital Management, Inc. | 6,077 | $2.11M | 0.39% | −35−0.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 6,082 | $2.11M | 0.11% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,107 | $2.12M | 0.14% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,245 | $2.17M | 0.11% | +6,245 | New |
| Applied Capital LLC | 6,264 | $2.18M | 2.06% | −4−0.1% | Reduced |
| George Kaiser Family Foundation | 6,271 | $2.18M | 0.37% | −1,202−16.1% | Reduced |
| Regions Financial Corp | 6,324 | $2.20M | 0.02% | −507−7.4% | Reduced |
| Cetera Investment Advisers | 6,414 | $2.23M | 0.02% | +442+7.4% | Added |
| Windmill Hill Asset Management Ltd | 6,490 | $2.26M | 1.01% | 00.0% | Unchanged |
| Veritable, L.P. | 6,524 | $2.27M | 0.04% | −20.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,536 | $2.27M | 0.05% | +1,270+24.1% | Added |
| Keebeck Wealth Management, LLC | 6,564 | $2.28M | 0.31% | +944+16.8% | Added |
| Glenview Trust Co | 6,609 | $2.30M | 0.06% | +28+0.4% | Added |
| Prudential PLC | 6,627 | $2.30M | 0.03% | +458+7.4% | Added |
| Crawford Investment Counsel Inc | 6,675 | $2.32M | 0.05% | −185−2.7% | Reduced |
| Smith, Salley & Associates | 6,705 | $2.33M | 0.17% | +73+1.1% | Added |
| Rathbone Brothers plc | 6,745 | $2.35M | 0.02% | −115−1.7% | Reduced |
| Trust Co of Toledo NA | 6,750 | $2.35M | 0.40% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 6,812 | $2.37M | 0.36% | +30.0% | Added |
| Metropolitan Life Insurance Co | 6,878 | $2.39M | 0.12% | −169−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 6,892 | $2.40M | 0.08% | −10.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,000 | $2.43M | 0.01% | −93,346−93.0% | Reduced |
| Thrivent Financial for Lutherans | 7,023 | $2.44M | 0.01% | −45−0.6% | Reduced |
| Highland Capital Management, LLC | 7,057 | $2.45M | 0.16% | −347−4.7% | Reduced |
| Ieq Capital, LLC | 7,253 | $2.52M | 0.05% | −201−2.7% | Reduced |
| Slow Capital, Inc. | 7,272 | $2.53M | 0.44% | +47+0.7% | Added |