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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 7,281 | $2.53M | 0.58% | +7,281 | New |
| Spire Wealth Management | 7,297 | $2.54M | 0.09% | +7,122+4,069.7% | Added |
| V Wealth Advisors LLC | 7,312 | $2.54M | 0.43% | −73−1.0% | Reduced |
| Brinker Capital Investments, LLC | 7,392 | $2.57M | 0.03% | +962+15.0% | Added |
| Orion Portfolio Solutions, LLC | 7,392 | $2.57M | 0.03% | +962+15.0% | Added |
| Kingfisher Capital LLC | 7,409 | $2.58M | 0.67% | −72−1.0% | Reduced |
| Wetherby Asset Management Inc | 7,563 | $2.63M | 0.14% | +1,239+19.6% | Added |
| Fiduciary Alliance LLC | 7,591 | $2.64M | 0.57% | +7,591 | New |
| Old Mission Capital LLC | 7,660 | $2.66M | 0.10% | +7,660 | New |
| Yacktman Asset Management LP | 7,670 | $2.67M | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,675 | $2.67M | 0.31% | +7,675 | New |
| New Mexico Educational Retirement Board | 7,692 | $2.67M | 0.12% | +400+5.5% | Added |
| E. Ohman J:or Asset Management AB | 7,700 | $2.68M | 0.10% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 7,735 | $2.69M | 0.13% | +359+4.9% | Added |
| Sendero Wealth Management, LLC | 7,756 | $2.70M | 0.59% | +1,060+15.8% | Added |
| Cetera Advisor Networks LLC | 7,773 | $2.70M | 0.02% | +2,325+42.7% | Added |
| Van Den Berg Management I, Inc | 7,776 | $2.70M | 0.97% | −143−1.8% | Reduced |
| Rehmann Capital Advisory Group | 7,790 | $2.71M | 0.24% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,803 | $2.71M | 0.02% | −205−2.6% | Reduced |
| Citadel Investment Advisory, Inc. | 7,865 | $2.73M | 1.77% | 00.0% | Unchanged |
| Harbor Advisors LLC | 8,000 | $2.78M | 0.59% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 8,032 | $2.79M | 0.01% | −60,950−88.4% | Reduced |
| AQR Capital Management LLC | 8,177 | $2.84M | 0.01% | +4,666+132.9% | Added |
| John G Ullman & Associates Inc | 8,225 | $2.86M | 0.44% | +3,275+66.2% | Added |
| Graham Capital Management, L.P. | 8,241 | $2.87M | 0.10% | +6,306+325.9% | Added |
| Atria Investments LLC | 8,265 | $2.87M | 0.05% | +1,795+27.7% | Added |
| Roundview Capital LLC | 8,348 | $2.90M | 0.28% | +2,056+32.7% | Added |
| FDx Advisors, Inc. | 8,377 | $2.91M | 0.16% | +1,841+28.2% | Added |
| iA Global Asset Management Inc. | 8,453 | $2.94M | 0.08% | +8,453 | New |
| Kornitzer Capital Management Inc | 8,504 | $2.96M | 0.06% | −185−2.1% | Reduced |
| Connable Office Inc | 8,508 | $2.96M | 0.41% | −9−0.1% | Reduced |
| Virtu Financial LLC | 8,527 | $2.96M | 0.23% | +8,527 | New |
| Macquarie Group Ltd | 8,831 | $3.07M | 0.00% | −14,209−61.7% | Reduced |
| AdvisorShares Investments LLC | 8,884 | $3.09M | 0.88% | +2,176+32.4% | Added |
| Alpine Global Management, LLC | 8,943 | $3.11M | 0.86% | +8,943 | New |
| Olstein Capital Management, L.P. | 9,000 | $3.13M | 0.51% | −1,000−10.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,084 | $3.16M | 0.01% | −830−8.4% | Reduced |
| Darwin Advisors, LLC | 9,463 | $3.21M | 0.83% | +1,714+22.1% | Added |
| Taylor Hoffman Wealth Management | 9,245 | $3.21M | 1.61% | +375+4.2% | Added |
| Cresset Asset Management, LLC | 9,248 | $3.22M | 0.02% | +7,192+349.8% | Added |
| Metis Global Partners, LLC | 9,357 | $3.25M | 0.18% | +3,086+49.2% | Added |
| Captrust Financial Advisors | 9,446 | $3.28M | 0.01% | −672−6.6% | Reduced |
| Northwest Investment Counselors, LLC | 9,497 | $3.30M | 0.88% | +716+8.2% | Added |
| First Trust Advisors LP | 9,718 | $3.38M | 0.00% | +2,998+44.6% | Added |
| Chicago Partners Investment Group LLC | 9,905 | $3.40M | 0.18% | −298−2.9% | Reduced |
| Louisiana State Employees Retirement System | 9,800 | $3.41M | 0.08% | −400−3.9% | Reduced |
| Addenda Capital Inc. | 9,811 | $3.41M | 0.14% | −536−5.2% | Reduced |
| Gabelli Funds LLC | 9,850 | $3.43M | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 9,868 | $3.43M | 0.29% | −443−4.3% | Reduced |
| Live Oak Private Wealth LLC | 10,043 | $3.49M | 0.70% | +1,269+14.5% | Added |
| Bamco Inc | 10,099 | $3.51M | 0.01% | +1,652+19.6% | Added |
| Ninety One SA (PTY) Ltd | 10,104 | $3.51M | 0.87% | −2,242−18.2% | Reduced |
| JustInvest LLC | 10,113 | $3.52M | 0.11% | +691+7.3% | Added |
| Brookfield Asset Management Inc. | 10,213 | $3.55M | 0.01% | −5,330−34.3% | Reduced |
| Ballentine Partners, LLC | 10,339 | $3.60M | 0.08% | +257+2.5% | Added |
| Banco Santander, S.A. | 10,406 | $3.62M | 0.05% | +10,406 | New |
| Bank Pictet & Cie (Asia) Ltd | 10,757 | $3.74M | 1.10% | +300+2.9% | Added |
| Sepio Capital, LP | 10,829 | $3.77M | 0.31% | +30+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,986 | $3.82M | 0.01% | −44−0.4% | Reduced |
| Hartford Investment Management Co | 11,061 | $3.85M | 0.14% | −2,208−16.6% | Reduced |
| Cloverfields Capital Group, LP | 11,366 | $3.95M | 1.28% | +637+5.9% | Added |
| Fiduciary Trust Co | 11,550 | $4.02M | 0.07% | +3,374+41.3% | Added |
| Picton Mahoney Asset Management | 11,565 | $4.02M | 0.20% | −28,050−70.8% | Reduced |
| Wealthfront Advisers LLC | 11,747 | $4.08M | 0.02% | +712+6.5% | Added |
| Pacer Advisors, Inc. | 11,882 | $4.13M | 0.02% | +115+1.0% | Added |
| Tredje AP-fonden | 11,936 | $4.15M | 0.06% | −2,581−17.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,964 | $4.16M | 0.09% | −68−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 12,003 | $4.17M | 0.02% | +8,940+291.9% | Added |
| Genus Capital Management Inc. | 12,045 | $4.19M | 0.62% | +12,045 | New |
| Maryland State Retirement & Pension System | 12,121 | $4.21M | 0.09% | −454−3.6% | Reduced |
| Okabena Investment Services Inc | 12,339 | $4.29M | 3.14% | −2,161−14.9% | Reduced |
| Lincoln Capital LLC | 12,380 | $4.30M | 1.11% | +7+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 12,522 | $4.35M | 0.06% | +5,010+66.7% | Added |
| Kentucky Retirement Systems | 12,688 | $4.41M | 0.15% | +231+1.9% | Added |
| Daiwa Securities Group Inc. | 12,838 | $4.46M | 0.03% | +377+3.0% | Added |
| Midwest Professional Planners, LTD. | 13,091 | $4.55M | 1.99% | +889+7.3% | Added |
| Glenmede Trust Co NA | 14,944 | $4.57M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 13,153 | $4.57M | 0.12% | −111−0.8% | Reduced |
| Baird Financial Group, Inc. | 13,260 | $4.61M | 0.01% | −414−3.0% | Reduced |
| First National Bank of Omaha | 13,274 | $4.62M | 0.26% | −256−1.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 13,436 | $4.65M | 0.22% | +11,934+794.5% | Added |
| Claar Advisors LLC | 13,400 | $4.66M | 1.76% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 13,573 | $4.72M | 0.14% | +408+3.1% | Added |
| Penbrook Management LLC | 13,750 | $4.78M | 3.47% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,891 | $4.83M | 0.16% | +11,932+609.1% | Added |
| Crewe Advisors LLC | 14,209 | $4.94M | 0.69% | −946−6.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,238 | $4.95M | 0.05% | −623−4.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,493 | $5.04M | 0.08% | +550+3.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,568 | $5.07M | 0.54% | +14,568 | New |
| Carderock Capital Management Inc | 14,711 | $5.12M | 1.59% | −244−1.6% | Reduced |
| LGT Group Foundation | 14,787 | $5.14M | 0.12% | +4,755+47.4% | Added |
| British Columbia Investment Management Corp | 14,873 | $5.17M | 0.05% | +125+0.8% | Added |
| Norinchukin Bank, The | 14,881 | $5.17M | 0.09% | +6,598+79.7% | Added |
| Achmea Investment Management B.V. | 14,892 | $5.18M | 0.11% | +9,487+175.5% | Added |
| Walleye Capital LLC | 14,966 | $5.20M | 0.09% | −28,419−65.5% | Reduced |
| Donaldson Capital Management, LLC | 14,975 | $5.21M | 0.24% | −602−3.9% | Reduced |
| Creative Planning | 15,322 | $5.33M | 0.01% | +1,516+11.0% | Added |
| Candriam Luxembourg S.C.A. | 15,550 | $5.41M | 0.04% | −25,535−62.2% | Reduced |
| Point72 Middle East FZE | 15,579 | $5.42M | 0.30% | +15,579 | New |
| Stanley Capital Management, LLC | 15,758 | $5.48M | 1.48% | 00.0% | Unchanged |