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 |
|---|---|---|---|---|---|
| Connectus Wealth, LLC | 1,157 | $366.9K | 0.01% | −5−0.4% | Reduced |
| Fox Run Management, L.L.C. | 1,179 | $372.8K | 0.11% | −540−31.4% | Reduced |
| Lido Advisors, LLC | 1,179 | $372.9K | 0.00% | +161+15.8% | Added |
| Syon Capital LLC | 1,184 | $374.3K | 0.05% | +1,184 | New |
| Schechter Investment Advisors, LLC | 1,210 | $382.5K | 0.04% | −9−0.7% | Reduced |
| PFG Advisors | 1,213 | $383.5K | 0.03% | −889−42.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,226 | $387.6K | 0.04% | −35−2.8% | Reduced |
| Legacy Private Trust Co. | 1,232 | $389.5K | 0.03% | 00.0% | Unchanged |
| Mark Stevens | 1,240 | $392.1K | 0.05% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,130 | $392.9K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,250 | $395.4K | 0.00% | +122+10.8% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $398.0K | 0.22% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,259 | $398.1K | 0.02% | −52−4.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,265 | $400.0K | 0.05% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 1,280 | $404.8K | 0.15% | −15−1.2% | Reduced |
| Fayez Sarofim & Co | 1,285 | $406.3K | 0.00% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,285 | $406.3K | 0.15% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 1,312 | $415.0K | 0.00% | +1,312 | New |
| Advanced Portfolio Management, LLC | 1,313 | $415.1K | 0.36% | +1,313 | New |
| Baader Bank INC | 1,323 | $417.5K | 0.04% | −233−15.0% | Reduced |
| Mission Wealth Management, LP | 1,339 | $423.3K | 0.02% | −755−36.1% | Reduced |
| Ballast Advisors LLC | 1,340 | $423.7K | 0.17% | +1,340 | New |
| First Horizon Advisors, Inc. | 1,347 | $425.9K | 0.02% | −51−3.6% | Reduced |
| Lincoln National Corp | 1,347 | $425.9K | 0.01% | +73+5.7% | Added |
| Simplex Trading, LLC | 1,348 | $426.0K | 0.02% | −3,195−70.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,349 | $426.5K | 0.01% | −773−36.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,360 | $429.9K | 0.04% | +510+60.0% | Added |
| Boothbay Fund Management, LLC | 1,382 | $436.9K | 0.02% | −32,226−95.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,382 | $436.9K | 0.05% | +1,382 | New |
| Quadrant Capital Group LLC | 1,389 | $439.2K | 0.04% | +103+8.0% | Added |
| Ronald Blue Trust, Inc. | 1,264 | $440.0K | 0.01% | +36+2.9% | Added |
| Circle Wealth Management, LLC | 1,396 | $441.4K | 0.01% | +7+0.5% | Added |
| Argyle Capital Management Inc. | 1,400 | $442.6K | 0.16% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,407 | $444.7K | 0.01% | +170+13.7% | Added |
| Versor Investments LP | 1,409 | $445.5K | 0.09% | +226+19.1% | Added |
| DDD Partners, LLC | 1,417 | $453.3K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,444 | $456.5K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,449 | $458.0K | 0.02% | +610+72.7% | Added |
| Brave Asset Management Inc | 1,458 | $461.0K | 0.14% | 00.0% | Unchanged |
| Proequities, Inc. | 1,468 | $464.1K | 0.04% | −30−2.0% | Reduced |
| PEAK6 Investments LLC | 1,479 | $467.6K | 0.02% | +840+131.5% | Added |
| Credit Agricole S A | 1,484 | $469.2K | 0.01% | +1,484 | New |
| Charter Trust Co | 1,488 | $470.5K | 0.04% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,500 | $474.0K | 0.14% | +1,500 | New |
| Borer Denton & Associates, Inc. | 1,505 | $475.8K | 0.20% | 00.0% | Unchanged |
| Argent Trust Co | 1,508 | $476.8K | 0.03% | +96+6.8% | Added |
| Legacy Capital Wealth Partners, LLC | 1,512 | $478.0K | 0.13% | +1,512 | New |
| Neo Ivy Capital Management | 1,516 | $479.0K | 0.21% | +1,516 | New |
| Lakeview Capital Partners, LLC | 1,517 | $479.6K | 0.09% | +4+0.3% | Added |
| Empower Advisory Group, LLC | 1,531 | $484.1K | 0.00% | −1−0.1% | Reduced |
| IFP Advisors, Inc | 1,547 | $489.1K | 0.02% | −333−17.7% | Reduced |
| Castle Rock Wealth Management, LLC | 1,543 | $489.3K | 0.16% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,552 | $490.7K | 0.02% | +6+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 1,580 | $499.5K | 0.06% | +31+2.0% | Added |
| Wedmont Private Capital | 1,571 | $500.2K | 0.05% | +314+25.0% | Added |
| We Are One Seven, LLC | 1,583 | $500.5K | 0.04% | +898+131.1% | Added |
| Brevan Howard Capital Management LP | 1,589 | $502.4K | 0.15% | +1,589 | New |
| Dorsey & Whitney Trust CO LLC | 1,607 | $508.1K | 0.04% | +6+0.4% | Added |
| Ellevest, Inc. | 1,611 | $509.2K | 0.04% | +132+8.9% | Added |
| Institute for Wealth Management, LLC. | 1,624 | $513.5K | 0.09% | −3−0.2% | Reduced |
| Pacific Global Investment Management CO | 1,660 | $524.9K | 0.12% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,667 | $527.0K | 0.05% | −6,860−80.5% | Reduced |
| Centaurus Financial, Inc. | 1,677 | $530.0K | 0.05% | +17+1.0% | Added |
| D.A. Davidson & Co. | 1,688 | $534.0K | 0.01% | +484+40.2% | Added |
| Ritholtz Wealth Management | 1,689 | $534.0K | 0.02% | −2−0.1% | Reduced |
| Moody National Bank Trust Division | 1,691 | $534.6K | 0.03% | −12−0.7% | Reduced |
| Dodge & Cox | 1,702 | $538.1K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,713 | $540.0K | 0.01% | −100−5.5% | Reduced |
| Cigna Investments Inc | 1,723 | $545.0K | 0.13% | −235−12.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,724 | $545.1K | 0.21% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,743 | $551.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,744 | $551.4K | 0.22% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,750 | $553.3K | 0.16% | +300+20.7% | Added |
| Federated Hermes, Inc. | 1,767 | $558.7K | 0.00% | +1,062+150.6% | Added |
| J.W. Cole Advisors, Inc. | 1,779 | $562.4K | 0.04% | +7+0.4% | Added |
| Verition Fund Management LLC | 1,779 | $562.5K | 0.01% | −37,418−95.5% | Reduced |
| Spinnaker Trust | 1,785 | $564.4K | 0.04% | +200+12.6% | Added |
| Brown Brothers Harriman & Co | 1,795 | $567.5K | 0.01% | +39+2.2% | Added |
| Profund Advisors LLC | 1,803 | $570.1K | 0.03% | −75−4.0% | Reduced |
| Balentine LLC | 1,817 | $574.5K | 0.02% | +57+3.2% | Added |
| Trust Asset Management LLC | 1,820 | $575.4K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,821 | $575.7K | 0.02% | −51−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,843 | $582.7K | 0.03% | +230+14.3% | Added |
| Choate Investment Advisors | 1,848 | $584.3K | 0.02% | +210+12.8% | Added |
| Reynders McVeigh Capital Management, LLC | 1,849 | $585.0K | 0.04% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,857 | $587.2K | 0.19% | +1,857 | New |
| Strategic Advocates LLC | 1,860 | $588.1K | 0.28% | +1,860 | New |
| Fishman Jay A Ltd | 1,875 | $592.8K | 0.08% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,880 | $594.4K | 0.08% | −320−14.5% | Reduced |
| Patriot Investment Management Inc. | 1,890 | $597.6K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,942 | $614.0K | 0.01% | +419+27.5% | Added |
| D.B. Root & Company, LLC | 1,963 | $620.6K | 0.24% | −18−0.9% | Reduced |
| Geller Advisors LLC | 1,964 | $621.0K | 0.07% | +1,195+155.4% | Added |
| Riversedge Advisors, LLC | 1,974 | $624.1K | 0.18% | +62+3.2% | Added |
| Stonebridge Capital Management Inc | 2,000 | $632.0K | 0.35% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,006 | $634.3K | 0.01% | −102−4.8% | Reduced |
| Boston Private Wealth LLC | 2,035 | $643.5K | 0.01% | −69−3.3% | Reduced |
| Sentry LLC | 2,042 | $645.6K | 0.14% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,044 | $646.3K | 0.03% | +12+0.6% | Added |
| V-Square Quantitative Management LLC | 2,047 | $647.2K | 0.28% | +648+46.3% | Added |