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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 8,241 | $2.87M | 0.10% | +6,306+325.9% | Added |
| John G Ullman & Associates Inc | 8,225 | $2.86M | 0.44% | +3,275+66.2% | Added |
| AQR Capital Management LLC | 8,177 | $2.84M | 0.01% | +4,666+132.9% | Added |
| Assenagon Asset Management S.A. | 8,032 | $2.79M | 0.01% | −60,950−88.4% | Reduced |
| Harbor Advisors LLC | 8,000 | $2.78M | 0.59% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 7,865 | $2.73M | 1.77% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,803 | $2.71M | 0.02% | −205−2.6% | Reduced |
| Rehmann Capital Advisory Group | 7,790 | $2.71M | 0.24% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 7,776 | $2.70M | 0.97% | −143−1.8% | Reduced |
| Cetera Advisor Networks LLC | 7,773 | $2.70M | 0.02% | +2,325+42.7% | Added |
| Sendero Wealth Management, LLC | 7,756 | $2.70M | 0.59% | +1,060+15.8% | Added |
| Advisor Partners II, LLC | 7,735 | $2.69M | 0.13% | +359+4.9% | Added |
| E. Ohman J:or Asset Management AB | 7,700 | $2.68M | 0.10% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,692 | $2.67M | 0.12% | +400+5.5% | Added |
| Mirabella Financial Services LLP | 7,675 | $2.67M | 0.31% | +7,675 | New |
| Yacktman Asset Management LP | 7,670 | $2.67M | 0.03% | 00.0% | Unchanged |
| Old Mission Capital LLC | 7,660 | $2.66M | 0.10% | +7,660 | New |
| Fiduciary Alliance LLC | 7,591 | $2.64M | 0.57% | +7,591 | New |
| Wetherby Asset Management Inc | 7,563 | $2.63M | 0.14% | +1,239+19.6% | Added |
| Kingfisher Capital LLC | 7,409 | $2.58M | 0.67% | −72−1.0% | 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 |
| V Wealth Advisors LLC | 7,312 | $2.54M | 0.43% | −73−1.0% | Reduced |
| Spire Wealth Management | 7,297 | $2.54M | 0.09% | +7,122+4,069.7% | Added |
| Paloma Partners Management Co | 7,281 | $2.53M | 0.58% | +7,281 | New |
| Slow Capital, Inc. | 7,272 | $2.53M | 0.44% | +47+0.7% | Added |
| Ieq Capital, LLC | 7,253 | $2.52M | 0.05% | −201−2.7% | Reduced |
| Highland Capital Management, LLC | 7,057 | $2.45M | 0.16% | −347−4.7% | Reduced |
| Thrivent Financial for Lutherans | 7,023 | $2.44M | 0.01% | −45−0.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,000 | $2.43M | 0.01% | −93,346−93.0% | Reduced |
| Kestra Private Wealth Services, LLC | 6,892 | $2.40M | 0.08% | −10.0% | Reduced |
| Metropolitan Life Insurance Co | 6,878 | $2.39M | 0.12% | −169−2.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,812 | $2.37M | 0.36% | +30.0% | Added |
| Trust Co of Toledo NA | 6,750 | $2.35M | 0.40% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,745 | $2.35M | 0.02% | −115−1.7% | Reduced |
| Smith, Salley & Associates | 6,705 | $2.33M | 0.17% | +73+1.1% | Added |
| Crawford Investment Counsel Inc | 6,675 | $2.32M | 0.05% | −185−2.7% | Reduced |
| Prudential PLC | 6,627 | $2.30M | 0.03% | +458+7.4% | Added |
| Glenview Trust Co | 6,609 | $2.30M | 0.06% | +28+0.4% | Added |
| Keebeck Wealth Management, LLC | 6,564 | $2.28M | 0.31% | +944+16.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,536 | $2.27M | 0.05% | +1,270+24.1% | Added |
| Veritable, L.P. | 6,524 | $2.27M | 0.04% | −20.0% | Reduced |
| Windmill Hill Asset Management Ltd | 6,490 | $2.26M | 1.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,414 | $2.23M | 0.02% | +442+7.4% | Added |
| Regions Financial Corp | 6,324 | $2.20M | 0.02% | −507−7.4% | Reduced |
| George Kaiser Family Foundation | 6,271 | $2.18M | 0.37% | −1,202−16.1% | Reduced |
| Applied Capital LLC | 6,264 | $2.18M | 2.06% | −4−0.1% | Reduced |
| Walleye Trading LLC | 6,245 | $2.17M | 0.11% | +6,245 | New |
| LMCG Investments, LLC | 6,107 | $2.12M | 0.14% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 6,082 | $2.11M | 0.11% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 6,077 | $2.11M | 0.39% | −35−0.6% | Reduced |
| Squarepoint Ops LLC | 6,048 | $2.10M | 0.01% | −11,177−64.9% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $2.10M | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 6,009 | $2.09M | 0.02% | −122−2.0% | Reduced |
| Tiaa, FSB | 6,000 | $2.09M | 0.01% | −69−1.1% | Reduced |
| Change Path, LLC | 5,971 | $2.08M | 0.10% | +217+3.8% | Added |
| NewEdge Wealth, LLC | 5,925 | $2.06M | 0.07% | +5,925 | New |
| SYSTM Wealth Solutions LLC | 5,896 | $2.05M | 0.28% | +1,102+23.0% | Added |
| Mercer Global Advisors Inc | 5,892 | $2.05M | 0.01% | +560+10.5% | Added |
| Baker Avenue Asset Management, LP | 5,880 | $2.04M | 0.10% | +1,723+41.4% | Added |
| Whittier Trust Co of Nevada Inc | 5,870 | $2.04M | 0.07% | +5+0.1% | Added |
| Transcend Wealth Collective, LLC | 5,832 | $2.03M | 0.19% | +26+0.4% | Added |
| General Partner, Inc. | 5,791 | $2.01M | 1.68% | −500−7.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,714 | $1.99M | 0.09% | +350+6.5% | Added |
| Telemus Capital, LLC | 5,700 | $1.98M | 0.17% | −1,490−20.7% | Reduced |
| Saturna Capital CORP | 5,689 | $1.98M | 0.03% | −16−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,665 | $1.97M | 0.15% | +59+1.1% | Added |
| Pathstone Family Office, LLC | 5,590 | $1.96M | 0.03% | +86+1.6% | Added |
| Greenleaf Trust | 5,629 | $1.96M | 0.02% | +938+20.0% | Added |
| Atria Wealth Solutions, Inc. | 5,618 | $1.95M | 0.03% | +1,229+28.0% | Added |
| SkyView Investment Advisors, LLC | 5,485 | $1.93M | 0.48% | +5,245+2,185.4% | Added |
| Parallel Advisors, LLC | 5,538 | $1.93M | 0.06% | −203−3.5% | Reduced |
| Tudor Investment Corp Et Al | 5,515 | $1.92M | 0.03% | +5,515 | New |
| Vestmark Advisory Solutions, Inc. | 5,514 | $1.92M | 0.07% | +5,514 | New |
| Keybank National Association | 5,503 | $1.91M | 0.01% | −1,424−20.6% | Reduced |
| Huntington National Bank | 5,476 | $1.90M | 0.02% | +58+1.1% | Added |
| Fairbanks Capital Management, Inc. | 5,464 | $1.90M | 1.48% | −124−2.2% | Reduced |
| Banque Cantonale Vaudoise | 5,460 | $1.90M | 0.09% | −600−9.9% | Reduced |
| Toroso Investments, LLC | 5,422 | $1.89M | 0.06% | +784+16.9% | Added |
| Janney Montgomery Scott LLC | 5,301 | $1.84M | 0.01% | −1,084−17.0% | Reduced |
| Level Four Advisory Services, LLC | 5,270 | $1.83M | 0.11% | −3,473−39.7% | Reduced |
| Andra AP-fonden | 5,200 | $1.81M | 0.05% | −100−1.9% | Reduced |
| AIA Group Ltd | 5,170 | $1.80M | 0.09% | +1,984+62.3% | Added |
| Naples Global Advisors, LLC | 5,133 | $1.78M | 0.21% | −159−3.0% | Reduced |
| Bessemer Group Inc | 5,056 | $1.76M | 0.00% | +1,516+42.8% | Added |
| United Capital Financial Advisers, LLC | 5,050 | $1.76M | 0.01% | +627+14.2% | Added |
| Legato Capital Management LLC | 5,044 | $1.75M | 0.24% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,040 | $1.75M | 0.19% | +365+7.8% | Added |
| Empirical Finance, LLC | 5,014 | $1.74M | 0.14% | +577+13.0% | Added |
| Pine Valley Investments Ltd Liability Co | 5,013 | $1.74M | 0.17% | +1,539+44.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,977 | $1.73M | 0.05% | +24+0.5% | Added |
| Ingalls & Snyder LLC | 4,886 | $1.70M | 0.08% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,913 | $1.69M | 0.15% | −680−12.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,830 | $1.68M | 0.06% | +4,830 | New |
| Resources Investment Advisors, LLC. | 4,707 | $1.64M | 0.04% | +3,928+504.2% | Added |
| Blue Fin Capital, Inc. | 4,670 | $1.62M | 0.46% | +19+0.4% | Added |
| Lineweaver Wealth Advisors, LLC | 4,637 | $1.61M | 0.46% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,625 | $1.61M | 0.14% | −382−7.6% | Reduced |
| Rossmore Private Capital | 4,600 | $1.60M | 0.24% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,579 | $1.59M | 0.48% | +4,579 | New |