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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 4,543 | $1.58M | 0.07% | +4,543 | New |
| Westbourne Investment Advisors, Inc. | 4,536 | $1.58M | 0.71% | −75−1.6% | Reduced |
| Bryn Mawr Trust Co | 4,423 | $1.54M | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,396 | $1.53M | 0.14% | −390−8.1% | Reduced |
| Citizens Financial Group Inc | 4,314 | $1.50M | 0.05% | −568−11.6% | Reduced |
| IMS Capital Management | 4,310 | $1.50M | 0.83% | +30+0.7% | Added |
| La Banque Postale Asset Management SA | 4,266 | $1.48M | 0.04% | −19,085−81.7% | Reduced |
| Motley Fool Asset Management LLC | 4,250 | $1.48M | 0.13% | +4,250 | New |
| Rodgers Brothers Inc. | 4,221 | $1.47M | 0.26% | +1,485+54.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,159 | $1.45M | 0.03% | −12−0.3% | Reduced |
| Two Sigma Securities, LLC | 4,139 | $1.44M | 0.12% | +2,919+239.3% | Added |
| Essex Savings Bank | 4,137 | $1.44M | 0.48% | +95+2.4% | Added |
| 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 |
| Everence Capital Management Inc | 4,455 | $1.41M | 0.11% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 4,000 | $1.39M | 0.58% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,983 | $1.39M | 0.01% | −138−3.3% | Reduced |
| Legacy Advisors, LLC | 3,972 | $1.38M | 0.20% | +592+17.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,964 | $1.38M | 0.00% | +1,009+34.1% | Added |
| Texas Yale Capital Corp. | 3,930 | $1.37M | 0.06% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 3,902 | $1.36M | 0.04% | +253+6.9% | Added |
| Sawtooth Solutions, LLC | 3,901 | $1.36M | 0.04% | +251+6.9% | Added |
| Vestcor Inc | 3,891 | $1.35M | 0.05% | −10−0.3% | Reduced |
| Gotham Asset Management, LLC | 3,887 | $1.35M | 0.03% | −210−5.1% | Reduced |
| KB Financial Partners, LLC | 3,862 | $1.34M | 0.37% | +3,655+1,765.7% | Added |
| Williams Jones Wealth Management, LLC. | 3,845 | $1.34M | 0.02% | −18−0.5% | Reduced |
| Impax Asset Management Group plc | 3,764 | $1.31M | 0.01% | −151−3.9% | Reduced |
| National Asset Management, Inc. | 3,757 | $1.31M | 0.03% | +58+1.6% | Added |
| Cetera Advisors LLC | 3,726 | $1.30M | 0.02% | +99+2.7% | Added |
| Angeles Wealth Management, LLC | 3,726 | $1.30M | 0.18% | +29+0.8% | Added |
| 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 |
| Redmond Asset Management, LLC | 3,705 | $1.29M | 0.42% | −85−2.2% | Reduced |
| Long Road Investment Counsel, LLC | 3,679 | $1.28M | 0.60% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,566 | $1.24M | 0.03% | +262+7.9% | Added |
| Equitable Trust Co | 3,525 | $1.23M | 0.09% | −510−12.6% | Reduced |
| Wealthsource Partners, LLC | 3,492 | $1.21M | 0.08% | +3,492 | New |
| Cypress Capital Group | 3,491 | $1.21M | 0.18% | −228−6.1% | Reduced |
| Assetmark, Inc | 3,486 | $1.21M | 0.00% | +22+0.6% | Added |
| Waldron Private Wealth LLC | 3,479 | $1.21M | 0.06% | +16+0.5% | Added |
| Apollon Wealth Management, LLC | 3,441 | $1.20M | 0.06% | +80+2.4% | Added |
| Essex Investment Management Co LLC | 3,386 | $1.18M | 0.16% | +1,282+60.9% | 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 |
| Value Partners Investments Inc. | 3,317 | $1.15M | 0.09% | +118+3.7% | Added |
| Hills Bank & Trust Co | 3,318 | $1.15M | 0.15% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 3,265 | $1.14M | 0.01% | +23+0.7% | Added |
| Fortis Capital Management LLC | 3,167 | $1.10M | 0.39% | +88+2.9% | Added |
| Brave Warrior Advisors, LLC | 3,150 | $1.10M | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,129 | $1.09M | 0.01% | −161,903−98.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,127 | $1.09M | 0.01% | −59−1.9% | Reduced |
| Anchor Investment Management, LLC | 3,120 | $1.08M | 0.14% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,115 | $1.08M | 0.12% | +226+7.8% | Added |
| Quantinno Capital Management LP | 3,115 | $1.08M | 0.06% | +483+18.4% | Added |
| TD Waterhouse Canada Inc. | 3,179 | $1.08M | 0.01% | −222−6.5% | Reduced |
| Ironwood Investment Counsel, LLC | 3,104 | $1.08M | 0.24% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,073 | $1.07M | 0.03% | +1,958+175.6% | Added |
| Gardner Lewis Asset Management L P | 3,072 | $1.07M | 0.39% | +3,072 | New |
| Mystic Asset Management, Inc. | 3,000 | $1.04M | 0.56% | 00.0% | Unchanged |
| Bokf, NA | 2,993 | $1.04M | 0.02% | −887−22.9% | Reduced |
| Key Financial Inc | 2,984 | $1.04M | 0.34% | +14+0.5% | Added |
| Jump Financial, LLC | 2,969 | $1.03M | 0.04% | +2,969 | New |
| Pegasus Partners Ltd. | 2,952 | $1.03M | 0.15% | −11−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,949 | $1.03M | 0.02% | +187+6.8% | Added |
| Monte Financial Group, LLC | 2,934 | $1.02M | 0.50% | +65+2.3% | Added |
| GWM Advisors LLC | 2,906 | $1.01M | 0.01% | −19−0.6% | Reduced |
| Raymond James Trust N.A. | 2,883 | $1.00M | 0.03% | −3−0.1% | Reduced |
| Clearstead Advisors, LLC | 2,858 | $993.8K | 0.06% | −7−0.2% | Reduced |
| Umb Bank N A | 2,852 | $991.7K | 0.02% | −58−2.0% | Reduced |
| HM Payson & Co | 2,827 | $983.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,824 | $982.0K | 0.17% | +197+7.5% | Added |
| Smithfield Trust Co | 2,810 | $978.0K | 0.06% | +147+5.5% | Added |
| Thompson Siegel & Walmsley LLC | 2,800 | $974.0K | 0.02% | −400−12.5% | Reduced |
| Private Advisor Group, LLC | 2,766 | $967.7K | 0.01% | −152−5.2% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $953.4K | 0.18% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,738 | $952.3K | 0.07% | +280+11.4% | Added |
| DRW Securities, LLC | 2,714 | $944.0K | 0.07% | +2,714 | New |
| Clarius Group, LLC | 2,714 | $943.7K | 0.07% | +30+1.1% | Added |
| Washington Trust Advisors, Inc. | 2,676 | $930.5K | 0.09% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 2,673 | $929.5K | 0.01% | −5−0.2% | Reduced |
| Ropes Wealth Advisors LLC | 2,656 | $923.5K | 0.15% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,620 | $910.9K | 0.54% | +114+4.5% | Added |
| Miracle Mile Advisors, LLC | 2,605 | $906.0K | 0.03% | −87−3.2% | Reduced |
| Bridges Investment Management Inc | 2,600 | $904.1K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,590 | $901.0K | 0.05% | +25+1.0% | Added |
| Coldstream Capital Management Inc | 2,579 | $896.6K | 0.03% | +10+0.4% | Added |
| Bahl & Gaynor Inc | 2,570 | $893.6K | 0.01% | −188−6.8% | Reduced |
| Avitas Wealth Management LLC | 2,556 | $888.8K | 0.16% | +30+1.2% | Added |
| Vident Investment Advisory, LLC | 2,524 | $878.0K | 0.03% | −872−25.7% | Reduced |
| Credential Qtrade Securities Inc. | 2,505 | $871.0K | 0.05% | −46−1.8% | Reduced |
| CWM, LLC | 2,503 | $870.0K | 0.01% | −72−2.8% | Reduced |
| Triangle Securities Wealth Management | 2,476 | $861.0K | 0.30% | −15−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,462 | $856.2K | 0.01% | −10−0.4% | Reduced |
| Cornerstone Planning Group LLC | 2,462 | $856.0K | 0.34% | +2,462 | New |
| Hantz Financial Services, Inc. | 2,431 | $845.0K | 0.02% | +2,376+4,320.0% | Added |
| Whittier Trust Co | 2,405 | $836.2K | 0.01% | −414−14.7% | Reduced |
| Central Trust Co | 2,403 | $835.6K | 0.02% | −251−9.5% | Reduced |
| MAI Capital Management | 2,399 | $834.0K | 0.01% | +19+0.8% | Added |
| Independent Advisor Alliance | 2,386 | $829.7K | 0.04% | +37+1.6% | Added |
| Linden Thomas Advisory Services, LLC | 2,366 | $822.7K | 0.18% | +398+20.2% | Added |