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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 154 | $48.7K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 157 | $49.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 158 | $50.0K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 163 | $51.5K | 0.01% | +163 | New |
| Geo Capital Gestora de Recursos Ltd | 173 | $55.0K | 0.05% | −52−23.1% | Reduced |
| Jones Financial Companies LLLP | 181 | $57.2K | 0.00% | +2+1.1% | Added |
| Deseret Mutual Benefit Administrators | 193 | $61.0K | 0.03% | −11−5.4% | Reduced |
| Global Retirement Partners, LLC | 195 | $61.3K | 0.00% | +4+2.1% | Added |
| GoalVest Advisory LLC | 194 | $61.3K | 0.03% | +63+48.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 200 | $63.0K | 0.00% | +200 | New |
| M&R Capital Management Inc | 200 | $63.2K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 200 | $63.2K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $63.2K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 217 | $68.6K | 0.00% | +217 | New |
| Coston, McIsaac & Partners | 232 | $73.0K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 231 | $73.0K | 0.09% | +231 | New |
| TFC Financial Management | 231 | $73.0K | 0.02% | −1−0.4% | Reduced |
| Sound Income Strategies, LLC | 232 | $73.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 241 | $76.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 244 | $77.1K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 250 | $79.0K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 250 | $79.1K | 0.00% | −300−54.5% | Reduced |
| Hexagon Capital Partners LLC | 256 | $80.9K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 258 | $81.6K | 0.02% | +258 | New |
| Benjamin F. Edwards & Company, Inc. | 263 | $83.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 265 | $83.8K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 266 | $84.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 268 | $84.9K | 0.00% | −226−45.7% | Reduced |
| Massmutual Trust Co FSB | 278 | $87.9K | 0.00% | −213−43.4% | Reduced |
| GWM Advisors LLC | 287 | $90.6K | 0.00% | −2,619−90.1% | Reduced |
| VisionPoint Advisory Group, LLC | 292 | $92.3K | 0.04% | +55+23.2% | Added |
| EverSource Wealth Advisors, LLC | 295 | $93.4K | 0.01% | +3+1.0% | Added |
| JNBA Financial Advisors | 300 | $94.9K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $94.9K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 303 | $95.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 305 | $96.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 310 | $98.0K | 0.02% | +13+4.4% | Added |
| Harbour Investments, Inc. | 314 | $99.3K | 0.00% | −2−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 322 | $101.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 323 | $102.1K | 0.01% | +3+0.9% | Added |
| Quent Capital, LLC | 325 | $102.7K | 0.02% | +10+3.2% | Added |
| Grove Bank & Trust | 338 | $106.9K | 0.02% | −5−1.5% | Reduced |
| Farther Finance Advisors, LLC | 358 | $113.0K | 0.02% | +57+18.9% | Added |
| Systematic Alpha Investments, LLC | 416 | $131.5K | 0.01% | +416 | New |
| West Tower Group, LLC | 426 | $134.7K | 0.07% | +407+2,142.1% | Added |
| Manchester Capital Management LLC | 429 | $135.6K | 0.02% | +5+1.2% | Added |
| Islay Capital Management, LLC | 449 | $142.0K | 0.12% | −92−17.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 465 | $147.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 488 | $154.3K | 0.00% | +10+2.1% | Added |
| Paradigm Asset Management Co LLC | 500 | $158.1K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $158.1K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $162.8K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 574 | $181.0K | 0.02% | +574 | New |
| JTC Employer Solutions Trusteee Ltd | 579 | $183.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 619 | $195.7K | 0.14% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 634 | $200.5K | 0.04% | 00.0% | Unchanged |
| Perpetual Ltd | 636 | $201.1K | 0.00% | −79−11.0% | Reduced |
| Saybrook Capital | 643 | $203.0K | 0.06% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 650 | $205.5K | 0.01% | +650 | New |
| Childress Capital Advisors, LLC | 650 | $205.5K | 0.07% | +650 | New |
| West Family Investments, Inc. | 653 | $206.5K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 653 | $206.6K | 0.00% | +66+11.2% | Added |
| Cyndeo Wealth Partners, LLC | 658 | $207.9K | 0.02% | +2+0.3% | Added |
| Caldwell Trust Co | 660 | $208.7K | 0.03% | 00.0% | Unchanged |
| Little House Capital LLC | 661 | $209.0K | 0.09% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 666 | $210.6K | 0.04% | +666 | New |
| Graypoint LLC | 666 | $210.6K | 0.02% | +666 | New |
| HRT Financial LP | 680 | $214.0K | 0.00% | −514−43.0% | Reduced |
| International Assets Investment Management, LLC | 684 | $215.1K | 0.03% | +67+10.9% | Added |
| FourThought Financial Partners, LLC | 685 | $216.6K | 0.03% | 00.0% | Unchanged |
| LVW Advisors, LLC | 685 | $216.6K | 0.05% | +685 | New |
| Guyasuta Investment Advisors Inc | 686 | $216.9K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 690 | $218.2K | 0.00% | −46,207−98.5% | Reduced |
| Magellan Asset Management Ltd | 696 | $220.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 698 | $220.7K | 0.04% | −7−1.0% | Reduced |
| Lindbrook Capital, LLC | 703 | $222.3K | 0.02% | +17+2.5% | Added |
| Prosperity Consulting Group, LLC | 703 | $222.3K | 0.10% | +703 | New |
| Gladstone Institutional Advisory LLC | 705 | $222.9K | 0.01% | −2−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 705 | $223.1K | 0.01% | +88+14.3% | Added |
| Desjardins Global Asset Management Inc. | 712 | $225.2K | 0.02% | −714−50.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 715 | $226.1K | 0.05% | −26−3.5% | Reduced |
| Glassman Wealth Services | 719 | $227.3K | 0.04% | −1−0.1% | Reduced |
| Carson Advisory Inc. | 720 | $227.6K | 0.20% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 724 | $228.9K | 0.02% | −51−6.6% | Reduced |
| McLean Asset Management Corp | 712 | $229.3K | 0.09% | −2−0.3% | Reduced |
| Morris Financial Concepts, Inc. | 730 | $230.8K | 0.15% | −1,035−58.6% | Reduced |
| 626 Financial, LLC | 740 | $234.0K | 0.16% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 742 | $234.6K | 0.23% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 745 | $235.5K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 755 | $238.7K | 0.01% | −15−1.9% | Reduced |
| Cipher Capital LP | 766 | $242.2K | 0.17% | +766 | New |
| Addison Advisors LLC | 766 | $242.2K | 0.11% | +29+3.9% | Added |
| Gilbert & Cook, Inc. | 767 | $242.5K | 0.04% | −172−18.3% | Reduced |
| Pinnacle Associates Ltd | 767 | $242.5K | 0.00% | +16+2.1% | Added |
| Birch Hill Investment Advisors LLC | 770 | $243.5K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 770 | $243.5K | 0.12% | 00.0% | Unchanged |
| White Pine Capital LLC | 772 | $244.1K | 0.10% | +772 | New |
| Heritage Trust Co | 775 | $245.0K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 778 | $246.0K | 0.01% | +19+2.5% | Added |
| Zions Bancorporation, N.A. | 780 | $246.6K | 0.02% | −13−1.6% | Reduced |