Skip to main content

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, Q3 2023

Institutional positions in Moodys Corp as of Sep 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
1,036
+21 vs. Q2 2023
Shares held
168.5M
+868.4K (+0.5%) vs. Q2 2023
Total value
$53.3B
−$4.91B (−8.4%) vs. Q2 2023
New holders
90
376 more added
Sold out
69
348 more reduced

10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,036 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ3 2023: $53.3B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2023.

Institutions holding MCO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.0$40.00%−348−100.0%Reduced
Creative Capital Management Investments LLC1$3160.00%00.0%Unchanged
Group One Trading, L.P.1$3160.00%+1New
Delos Wealth Advisors, LLC1$3370.00%00.0%Unchanged
Studio Investment Management LLC2$6320.00%−92−97.9%Reduced
Twin Tree Management, LP2$6320.00%+2New
Hibernia Wealth Partners, LLC2$6320.00%+2New
Tfo-TDC, LLC2$6950.00%+2New
Financial Synergies Wealth Advisors, Inc.3$9490.00%00.0%Unchanged
Centerpoint Advisors, LLC4$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC2$1.00K0.00%+2New
Bellevue Asset Management, LLC4$1.26K0.00%−1−20.0%Reduced
Glass Jacobson Investment Advisors llc4$1.26K0.00%00.0%Unchanged
Global Financial Private Client, LLC4$1.26K0.00%00.0%Unchanged
Washington Trust Co5$1.58K0.00%−1−16.7%Reduced
Wolff Wiese Magana LLC5$1.58K0.00%00.0%Unchanged
Gradient Investments LLC6$1.90K0.00%−6−50.0%Reduced
Column Capital Advisors, LLC6$1.90K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$1.90K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$1.90K0.00%00.0%Unchanged
Perkins Coie Trust Co7$2.21K0.00%+7New
Colonial Trust Advisors8$2.53K0.00%00.0%Unchanged
Independence Bank of Kentucky8$2.53K0.00%00.0%Unchanged
Aspire Private Capital, LLC8$2.53K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$2.53K0.00%−3−27.3%Reduced
Prestige Wealth Management Group LLC9$2.85K0.00%00.0%Unchanged
Tradition Wealth Management, LLC8$3.00K0.00%00.0%Unchanged
Tobam10$3.00K0.00%+10New
WR Wealth Planners, LLC11$3.48K0.00%+11New
Bogart Wealth, LLC12$3.79K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC12$3.79K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$4.11K0.00%00.0%Unchanged
PFS Partners, LLC13$4.12K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.15$4.74K0.00%00.0%Unchanged
HighMark Wealth Management LLC15$4.74K0.00%00.0%Unchanged
Tyler-Stone Wealth Management16$5.00K0.00%00.0%Unchanged
Motco16$5.06K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC16$5.06K0.00%00.0%Unchanged
Archer Investment Corp17$5.38K0.00%00.0%Unchanged
Creative Financial Designs Inc17$5.45K0.00%00.0%Unchanged
Investors Research Corp22$6.96K0.00%00.0%Unchanged
Avion Wealth27$7.00K0.00%+12+80.0%Added
NewSquare Capital LLC23$7.27K0.00%00.0%Unchanged
Legacy Bridge, LLC25$7.91K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC26$8.22K0.00%−796−96.8%Reduced
AdvisorNet Financial, Inc27$8.54K0.00%−375−93.3%Reduced
Raffa Wealth Management, LLC28$8.85K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$8.85K0.00%00.0%Unchanged
Silicon Valley Capital Partners30$9.51K0.00%00.0%Unchanged
Eagle Bay Advisors LLC31$9.80K0.00%+6+24.0%Added
Abound Wealth Management31$9.81K0.00%−6−16.2%Reduced
Larson Financial Group LLC33$10.3K0.00%−1−2.9%Reduced
Versant Capital Management, Inc33$10.4K0.00%00.0%Unchanged
Venturi Wealth Management, LLC34$10.8K0.00%00.0%Unchanged
Logan Capital Management Inc34$10.8K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc36$11.0K0.01%−119−76.8%Reduced
Headinvest, LLC40$12.6K0.00%+40New
GPS Wealth Strategies Group, LLC40$12.7K0.00%00.0%Unchanged
Park Place Capital Corp44$13.9K0.00%00.0%Unchanged
GW&K Investment Management, LLC44$14.0K0.00%+2+4.8%Added
Oakworth Capital, Inc.45$14.2K0.00%00.0%Unchanged
Riverview Trust Co45$14.2K0.01%00.0%Unchanged
Asset Dedication, LLC47$15.0K0.00%00.0%Unchanged
Tompkins Financial Corp50$15.8K0.00%+50New
GeoWealth Management, LLC55$17.0K0.00%+55New
Sutton Wealth Advisors Inc.54$17.1K0.01%+15+38.5%Added
Financial Management Professionals, Inc.59$19.0K0.00%00.0%Unchanged
Wesleyan Assurance Society60$19.0K0.00%00.0%Unchanged
Steward Financial Group LLC63$19.0K0.01%+17+37.0%Added
RVW Wealth, LLC61$19.3K0.00%+61New
JFS Wealth Advisors, LLC63$19.9K0.00%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd8,153$20.2K0.59%00.0%Unchanged
Ofi Invest Asset Management79$23.6K0.00%+79New
Sunbelt Securities, Inc.75$23.7K0.00%00.0%Unchanged
West Paces Advisors Inc.75$23.7K0.01%00.0%Unchanged
Earnest Partners LLC78$24.7K0.00%00.0%Unchanged
Atlantic Trust, LLC78$24.7K0.01%00.0%Unchanged
Ogorek Anthony Joseph84$26.0K0.01%00.0%Unchanged
Covestor Ltd81$26.0K0.02%−1−1.2%Reduced
Sugarloaf Wealth Management, LLC87$27.5K0.01%00.0%Unchanged
MV Capital Management, Inc.89$28.1K0.00%+3+3.5%Added
Transamerica Financial Advisors, Inc.90$29.0K0.00%+90New
Core Alternative Capital95$30.1K0.00%00.0%Unchanged
Compass Wealth Management LLC102$32.3K0.01%00.0%Unchanged
Spire Wealth Management102$32.3K0.00%−7,195−98.6%Reduced
Ancora Advisors, LLC102$32.4K0.00%00.0%Unchanged
Quarry LP106$33.5K0.02%−11−9.4%Reduced
City State Bank106$34.0K0.02%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC110$34.8K0.02%+110New
Raleigh Capital Management Inc.122$38.6K0.02%+57+87.7%Added
Geneos Wealth Management Inc.123$38.9K0.00%+23+23.0%Added
Bell Investment Advisors, Inc125$39.5K0.01%−11−8.1%Reduced
Carolinas Wealth Consulting LLC129$39.8K0.01%−10−7.2%Reduced
HWG Holdings LP128$40.5K0.02%+59+85.5%Added
Farmers & Merchants Investments Inc129$40.8K0.00%00.0%Unchanged
St Germain D J Co Inc130$41.1K0.00%00.0%Unchanged
Atlas Capital Advisors LLC134$42.4K0.01%+6+4.7%Added
Kapitalo Investimentos Ltda142$44.9K0.01%+61+75.3%Added
Arlington Partners LLC153$48.4K0.02%−292−65.6%Reduced
Arlington Trust Co LLC153$48.4K0.02%+153New