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 3 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 |
|---|---|---|---|---|---|
| Ethic Inc. | 18,552 | $6.45M | 0.24% | +1,321+7.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,505 | $6.43M | 0.09% | −758−3.9% | Reduced |
| Crossmark Global Holdings, Inc. | 18,155 | $6.42M | 0.14% | +3,516+24.0% | Added |
| ExodusPoint Capital Management, LP | 18,438 | $6.41M | 0.07% | +14,564+375.9% | Added |
| Pinebridge Investments, L.P. | 18,294 | $6.36M | 0.07% | +17,661+2,790.0% | Added |
| MML Investors Services, LLC | 17,936 | $6.24M | 0.03% | +763+4.4% | Added |
| Titan Global Capital Management USA LLC | 17,924 | $6.23M | 1.48% | −495−2.7% | Reduced |
| Intech Investment Management LLC | 17,849 | $6.21M | 0.06% | −57,743−76.4% | Reduced |
| Commonwealth Equity Services, LLC | 17,786 | $6.18M | 0.01% | −632−3.4% | Reduced |
| Trexquant Investment LP | 17,534 | $6.10M | 0.16% | +12,573+253.4% | Added |
| Scotia Capital Inc. | 17,505 | $6.09M | 0.04% | +5,469+45.4% | Added |
| O'Shaughnessy Asset Management, LLC | 17,418 | $6.06M | 0.09% | +342+2.0% | Added |
| Central Bank & Trust Co | 17,158 | $5.97M | 1.01% | −2,314−11.9% | Reduced |
| Illinois Municipal Retirement Fund | 17,136 | $5.96M | 0.12% | +1,306+8.3% | Added |
| East Coast Asset Management, LLC. | 17,033 | $5.92M | 2.65% | −230−1.3% | Reduced |
| Kinneret Advisory, LLC | 16,844 | $5.86M | 0.69% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 16,800 | $5.84M | 0.28% | −4,200−20.0% | Reduced |
| Guggenheim Capital LLC | 16,779 | $5.83M | 0.05% | −2,430−12.7% | Reduced |
| Trium Capital LLP | 16,747 | $5.82M | 1.63% | −477−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 16,579 | $5.76M | 0.14% | −5,051−23.4% | Reduced |
| US Bancorp | 16,489 | $5.73M | 0.01% | +892+5.7% | Added |
| Cubist Systematic Strategies, LLC | 16,470 | $5.73M | 0.06% | +13,753+506.2% | Added |
| SG Americas Securities, LLC | 16,345 | $5.68M | 0.05% | −2,524−13.4% | Reduced |
| Ghe, LLC | 16,172 | $5.62M | 3.77% | −22−0.1% | Reduced |
| Bell Asset Management Ltd | 15,920 | $5.54M | 0.95% | −2,126−11.8% | Reduced |
| Stanley Capital Management, LLC | 15,758 | $5.48M | 1.48% | 00.0% | Unchanged |
| Point72 Middle East FZE | 15,579 | $5.42M | 0.30% | +15,579 | New |
| Candriam Luxembourg S.C.A. | 15,550 | $5.41M | 0.04% | −25,535−62.2% | Reduced |
| Creative Planning | 15,322 | $5.33M | 0.01% | +1,516+11.0% | Added |
| Donaldson Capital Management, LLC | 14,975 | $5.21M | 0.24% | −602−3.9% | Reduced |
| Walleye Capital LLC | 14,966 | $5.20M | 0.09% | −28,419−65.5% | Reduced |
| Achmea Investment Management B.V. | 14,892 | $5.18M | 0.11% | +9,487+175.5% | Added |
| Norinchukin Bank, The | 14,881 | $5.17M | 0.09% | +6,598+79.7% | Added |
| British Columbia Investment Management Corp | 14,873 | $5.17M | 0.05% | +125+0.8% | Added |
| LGT Group Foundation | 14,787 | $5.14M | 0.12% | +4,755+47.4% | Added |
| Carderock Capital Management Inc | 14,711 | $5.12M | 1.59% | −244−1.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,568 | $5.07M | 0.54% | +14,568 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,493 | $5.04M | 0.08% | +550+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 14,238 | $4.95M | 0.05% | −623−4.2% | Reduced |
| Crewe Advisors LLC | 14,209 | $4.94M | 0.69% | −946−6.2% | Reduced |
| Tower Research Capital LLC (TRC) | 13,891 | $4.83M | 0.16% | +11,932+609.1% | Added |
| Penbrook Management LLC | 13,750 | $4.78M | 3.47% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 13,573 | $4.72M | 0.14% | +408+3.1% | Added |
| Claar Advisors LLC | 13,400 | $4.66M | 1.76% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 13,436 | $4.65M | 0.22% | +11,934+794.5% | Added |
| First National Bank of Omaha | 13,274 | $4.62M | 0.26% | −256−1.9% | Reduced |
| Baird Financial Group, Inc. | 13,260 | $4.61M | 0.01% | −414−3.0% | Reduced |
| Securian Asset Management, Inc | 13,153 | $4.57M | 0.12% | −111−0.8% | Reduced |
| Glenmede Trust Co NA | 14,944 | $4.57M | 0.03% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 13,091 | $4.55M | 1.99% | +889+7.3% | Added |
| Daiwa Securities Group Inc. | 12,838 | $4.46M | 0.03% | +377+3.0% | Added |
| Kentucky Retirement Systems | 12,688 | $4.41M | 0.15% | +231+1.9% | Added |
| Kovitz Investment Group Partners, LLC | 12,522 | $4.35M | 0.06% | +5,010+66.7% | Added |
| Lincoln Capital LLC | 12,380 | $4.30M | 1.11% | +7+0.1% | Added |
| Okabena Investment Services Inc | 12,339 | $4.29M | 3.14% | −2,161−14.9% | Reduced |
| Maryland State Retirement & Pension System | 12,121 | $4.21M | 0.09% | −454−3.6% | Reduced |
| Genus Capital Management Inc. | 12,045 | $4.19M | 0.62% | +12,045 | New |
| Rockefeller Capital Management L.P. | 12,003 | $4.17M | 0.02% | +8,940+291.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,964 | $4.16M | 0.09% | −68−0.6% | Reduced |
| Tredje AP-fonden | 11,936 | $4.15M | 0.06% | −2,581−17.8% | Reduced |
| Pacer Advisors, Inc. | 11,882 | $4.13M | 0.02% | +115+1.0% | Added |
| Wealthfront Advisers LLC | 11,747 | $4.08M | 0.02% | +712+6.5% | Added |
| Picton Mahoney Asset Management | 11,565 | $4.02M | 0.20% | −28,050−70.8% | Reduced |
| Fiduciary Trust Co | 11,550 | $4.02M | 0.07% | +3,374+41.3% | Added |
| Cloverfields Capital Group, LP | 11,366 | $3.95M | 1.28% | +637+5.9% | Added |
| Hartford Investment Management Co | 11,061 | $3.85M | 0.14% | −2,208−16.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,986 | $3.82M | 0.01% | −44−0.4% | Reduced |
| Sepio Capital, LP | 10,829 | $3.77M | 0.31% | +30+0.3% | Added |
| Bank Pictet & Cie (Asia) Ltd | 10,757 | $3.74M | 1.10% | +300+2.9% | Added |
| Banco Santander, S.A. | 10,406 | $3.62M | 0.05% | +10,406 | New |
| Ballentine Partners, LLC | 10,339 | $3.60M | 0.08% | +257+2.5% | Added |
| Brookfield Asset Management Inc. | 10,213 | $3.55M | 0.01% | −5,330−34.3% | Reduced |
| JustInvest LLC | 10,113 | $3.52M | 0.11% | +691+7.3% | Added |
| Ninety One SA (PTY) Ltd | 10,104 | $3.51M | 0.87% | −2,242−18.2% | Reduced |
| Bamco Inc | 10,099 | $3.51M | 0.01% | +1,652+19.6% | Added |
| Live Oak Private Wealth LLC | 10,043 | $3.49M | 0.70% | +1,269+14.5% | Added |
| Ostrum Asset Management | 9,868 | $3.43M | 0.29% | −443−4.3% | Reduced |
| Gabelli Funds LLC | 9,850 | $3.43M | 0.03% | 00.0% | Unchanged |
| Addenda Capital Inc. | 9,811 | $3.41M | 0.14% | −536−5.2% | Reduced |
| Louisiana State Employees Retirement System | 9,800 | $3.41M | 0.08% | −400−3.9% | Reduced |
| Chicago Partners Investment Group LLC | 9,905 | $3.40M | 0.18% | −298−2.9% | Reduced |
| First Trust Advisors LP | 9,718 | $3.38M | 0.00% | +2,998+44.6% | Added |
| Northwest Investment Counselors, LLC | 9,497 | $3.30M | 0.88% | +716+8.2% | Added |
| Captrust Financial Advisors | 9,446 | $3.28M | 0.01% | −672−6.6% | Reduced |
| Metis Global Partners, LLC | 9,357 | $3.25M | 0.18% | +3,086+49.2% | Added |
| Cresset Asset Management, LLC | 9,248 | $3.22M | 0.02% | +7,192+349.8% | Added |
| Taylor Hoffman Wealth Management | 9,245 | $3.21M | 1.61% | +375+4.2% | Added |
| Darwin Advisors, LLC | 9,463 | $3.21M | 0.83% | +1,714+22.1% | Added |
| Allspring Global Investments Holdings, LLC | 9,084 | $3.16M | 0.01% | −830−8.4% | Reduced |
| Olstein Capital Management, L.P. | 9,000 | $3.13M | 0.51% | −1,000−10.0% | Reduced |
| Alpine Global Management, LLC | 8,943 | $3.11M | 0.86% | +8,943 | New |
| AdvisorShares Investments LLC | 8,884 | $3.09M | 0.88% | +2,176+32.4% | Added |
| Macquarie Group Ltd | 8,831 | $3.07M | 0.00% | −14,209−61.7% | Reduced |
| Virtu Financial LLC | 8,527 | $2.96M | 0.23% | +8,527 | New |
| Connable Office Inc | 8,508 | $2.96M | 0.41% | −9−0.1% | Reduced |
| Kornitzer Capital Management Inc | 8,504 | $2.96M | 0.06% | −185−2.1% | Reduced |
| iA Global Asset Management Inc. | 8,453 | $2.94M | 0.08% | +8,453 | New |
| FDx Advisors, Inc. | 8,377 | $2.91M | 0.16% | +1,841+28.2% | Added |
| Roundview Capital LLC | 8,348 | $2.90M | 0.28% | +2,056+32.7% | Added |
| Atria Investments LLC | 8,265 | $2.87M | 0.05% | +1,795+27.7% | Added |