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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 781 | $247.0K | 0.05% | +16+2.1% | Added |
| Fenimore Asset Management Inc | 787 | $248.8K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 791 | $250.1K | 0.00% | +44+5.9% | Added |
| Morningstar Investment Services LLC | 787 | $251.0K | 0.00% | +24+3.1% | Added |
| GSB Wealth Management, LLC | 794 | $251.0K | 0.08% | +6+0.8% | Added |
| Legacy Financial Advisors, Inc. | 798 | $252.2K | 0.05% | +40+5.3% | Added |
| Atwood & Palmer Inc | 800 | $252.9K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $252.9K | 0.03% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 800 | $252.9K | 0.10% | +800 | New |
| Pitcairn Co | 804 | $254.2K | 0.02% | −21−2.5% | Reduced |
| Snowden Capital Advisors LLC | 805 | $254.5K | 0.01% | −12−1.5% | Reduced |
| Aptus Capital Advisors, LLC | 805 | $254.5K | 0.01% | +805 | New |
| Baldwin Brothers Inc | 815 | $257.7K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 818 | $258.6K | 0.01% | −7−0.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 819 | $258.9K | 0.01% | +18+2.2% | Added |
| Fukoku Mutual Life Insurance Co | 820 | $259.3K | 0.02% | +820 | New |
| Allstate Corp | 827 | $261.5K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 829 | $262.1K | 0.00% | −333−28.7% | Reduced |
| Simmons Bank | 834 | $263.7K | 0.02% | −120−12.6% | Reduced |
| RSM US Wealth Management LLC | 836 | $264.2K | 0.01% | −6−0.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 839 | $265.3K | 0.13% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 839 | $265.3K | 0.19% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 845 | $267.2K | 0.01% | −3,985−82.5% | Reduced |
| Eqis Capital Management, Inc. | 853 | $269.6K | 0.03% | +95+12.5% | Added |
| 4J Wealth Management LLC | 854 | $270.1K | 0.27% | +9+1.1% | Added |
| DuPont Capital Management Corp | 855 | $270.3K | 0.02% | −30,964−97.3% | Reduced |
| Western Wealth Management, LLC | 857 | $270.9K | 0.02% | +20+2.4% | Added |
| Values Added Financial LLC | 857 | $271.0K | 0.25% | +109+14.6% | Added |
| Capital Advisors, Ltd. LLC | 861 | $272.0K | 0.04% | +30+3.6% | Added |
| Sunflower Bank, N.A. | 862 | $272.5K | 0.07% | +6+0.7% | Added |
| American National Bank | 866 | $273.8K | 0.05% | +33+4.0% | Added |
| Roanoke Asset Management Corp | 866 | $274.0K | 0.11% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 871 | $275.0K | 0.00% | +731+522.1% | Added |
| Abacus Planning Group, Inc. | 876 | $277.0K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 880 | $278.0K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 894 | $282.7K | 0.08% | +178+24.9% | Added |
| Kathleen S. Wright Associates Inc. | 900 | $282.8K | 0.16% | +500+125.0% | Added |
| Headlands Technologies LLC | 896 | $283.3K | 0.14% | +473+111.8% | Added |
| Fort Point Capital Partners LLC | 897 | $283.6K | 0.05% | +35+4.1% | Added |
| Invesco, LLC | 898 | $283.9K | 0.14% | −6−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 901 | $284.8K | 0.01% | −44−4.7% | Reduced |
| Crestmont Private Wealth LLC | 904 | $285.8K | 0.17% | −222−19.7% | Reduced |
| Nebula Research & Development LLC | 908 | $287.1K | 0.15% | +908 | New |
| Abn Amro Investment Solutions | 909 | $287.4K | 0.01% | +165+22.2% | Added |
| Blueshift Asset Management, LLC | 914 | $289.0K | 0.17% | +914 | New |
| Sentry Investment Management LLC | 914 | $289.0K | 0.14% | −186−16.9% | Reduced |
| Castleview Partners, LLC | 916 | $289.6K | 0.27% | +47+5.4% | Added |
| Fidelis Capital Partners, LLC | 923 | $291.8K | 0.10% | +51+5.8% | Added |
| Harvest Fund Management Co., Ltd | 927 | $293.0K | 0.05% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 928 | $293.4K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 933 | $295.0K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 947 | $299.0K | 0.04% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 946 | $299.1K | 0.14% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 949 | $300.0K | 0.21% | −59−5.9% | Reduced |
| Baxter Bros Inc | 949 | $300.0K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 960 | $303.4K | 0.11% | +126+15.1% | Added |
| Empirical Asset Management, LLC | 964 | $304.6K | 0.27% | +964 | New |
| Invictus Private Wealth, LLC | 964 | $304.8K | 0.03% | −1−0.1% | Reduced |
| Shearwater Capital LLC | 964 | $304.9K | 0.28% | 00.0% | Unchanged |
| NBT Bank N A | 973 | $307.6K | 0.03% | +973 | New |
| Boltwood Capital Management | 975 | $308.3K | 0.11% | −40−3.9% | Reduced |
| Point72 Asset Management, L.P. | 983 | $310.8K | 0.00% | −49,192−98.0% | Reduced |
| Hutner Capital Management Inc | 984 | $311.1K | 0.19% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,000 | $316.2K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,000 | $316.2K | 0.03% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $316.2K | 0.17% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,005 | $317.8K | 0.00% | +38+3.9% | Added |
| Stratos Wealth Advisors, LLC | 1,013 | $320.3K | 0.02% | −6−0.6% | Reduced |
| Shelton Capital Management | 1,013 | $320.3K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,015 | $320.9K | 0.04% | +33+3.4% | Added |
| Partners Capital Investment Group, LLP | 1,019 | $322.2K | 0.01% | +321+46.0% | Added |
| RFG Advisory, LLC | 1,037 | $327.9K | 0.01% | −2−0.2% | Reduced |
| Aaron Wealth Advisors | 1,039 | $328.5K | 0.04% | +3+0.3% | Added |
| Broadleaf Partners, LLC | 1,040 | $328.8K | 0.11% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,043 | $329.8K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,044 | $330.1K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,048 | $331.4K | 0.01% | +24+2.3% | Added |
| Petrus Trust Company, LTA | 1,052 | $332.6K | 0.04% | +1,052 | New |
| Synovus Financial Corp | 1,056 | $333.9K | 0.00% | +189+21.8% | Added |
| Procyon Private Wealth Partners, LLC | 1,058 | $334.5K | 0.03% | +1,058 | New |
| Coastal Investment Advisors, Inc. | 966 | $336.1K | 0.08% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,050 | $338.0K | 0.33% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,074 | $339.6K | 0.06% | +18+1.7% | Added |
| Clifford Swan Investment Counsel LLC | 1,079 | $341.1K | 0.01% | +1+0.1% | Added |
| Haverford Trust Co | 1,087 | $343.7K | 0.00% | +1,087 | New |
| Stokes Family Office, LLC | 1,088 | $344.0K | 0.04% | +14+1.3% | Added |
| Horizon Investments, LLC | 1,095 | $346.2K | 0.01% | −49−4.3% | Reduced |
| Sherbrooke Park Advisers LLC | 1,099 | $347.5K | 0.11% | +199+22.1% | Added |
| Cross Staff Investments Inc | 1,100 | $347.8K | 0.34% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 1,108 | $350.3K | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,109 | $350.6K | 0.01% | +22+2.0% | Added |
| Gyroscope Capital Management Group, LLC | 1,110 | $350.9K | 0.08% | +310+38.8% | Added |
| Tributary Capital Management, LLC | 1,115 | $352.5K | 0.03% | −25−2.2% | Reduced |
| Trust Co of Vermont | 1,117 | $353.2K | 0.02% | −144−11.4% | Reduced |
| Brighton Jones LLC | 1,123 | $355.0K | 0.02% | +43+4.0% | Added |
| MQS Management LLC | 1,127 | $356.3K | 0.22% | +1,127 | New |
| CX Institutional | 1,141 | $360.8K | 0.02% | −8−0.7% | Reduced |
| Proficio Capital Partners LLC | 1,148 | $362.8K | 0.05% | +18+1.6% | Added |
| Summit Financial, LLC | 1,152 | $364.2K | 0.03% | +94+8.9% | Added |
| TD Private Client Wealth LLC | 1,157 | $365.8K | 0.02% | −149−11.4% | Reduced |