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; 1,415 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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 2,069 | $654.2K | 0.11% | +2,069 | New |
| Lawson Kroeker Investment Management Inc | 2,070 | $654.5K | 0.14% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,098 | $663.3K | 0.03% | +196+10.3% | Added |
| Seneca Financial Advisors LLC | 2,100 | $664.0K | 0.45% | 00.0% | Unchanged |
| OLIO Financial Planning | 2,124 | $671.6K | 0.32% | +2,124 | New |
| Personal Cfo Solutions, LLC | 2,125 | $671.9K | 0.13% | −53−2.4% | Reduced |
| FDx Advisors, Inc. | 2,161 | $683.0K | 0.06% | −6,216−74.2% | Reduced |
| Clarius Group, LLC | 2,176 | $688.0K | 0.07% | −538−19.8% | Reduced |
| Bartlett & Co. LLC | 2,199 | $695.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,199 | $695.3K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 2,213 | $699.7K | 0.13% | +114+5.4% | Added |
| CWA Asset Management Group, LLC | 2,236 | $707.0K | 0.05% | +555+33.0% | Added |
| TownSquare Capital, LLC | 2,241 | $708.5K | 0.01% | +260+13.1% | Added |
| Maple Capital Management, Inc. | 2,246 | $710.1K | 0.08% | +1,000+80.3% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $711.4K | 0.24% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,258 | $713.9K | 0.11% | +204+9.9% | Added |
| Unigestion Holding SA | 2,249 | $716.2K | 0.04% | +301+15.5% | Added |
| Azzad Asset Management Inc | 2,297 | $726.1K | 0.10% | +100+4.6% | Added |
| Veriti Management LLC | 2,310 | $730.4K | 0.08% | +187+8.8% | Added |
| HB Wealth Management, LLC | 2,314 | $731.6K | 0.01% | +373+19.2% | Added |
| Meeder Advisory Services, Inc. | 2,339 | $739.5K | 0.09% | −776−24.9% | Reduced |
| Central Trust Co | 2,343 | $740.8K | 0.02% | −60−2.5% | Reduced |
| First Hawaiian Bank | 2,364 | $747.4K | 0.03% | +1,035+77.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,288 | $747.8K | 0.01% | +72+3.2% | Added |
| Delta Investment Management, LLC | 2,375 | $750.8K | 0.21% | +195+8.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,382 | $753.1K | 0.05% | +2,382 | New |
| Verdence Capital Advisors LLC | 2,394 | $756.9K | 0.08% | +156+7.0% | Added |
| Whittier Trust Co | 2,395 | $757.2K | 0.01% | −10−0.4% | Reduced |
| Qtron Investments LLC | 2,396 | $757.5K | 0.14% | +528+28.3% | Added |
| MAI Capital Management | 2,396 | $757.6K | 0.01% | −3−0.1% | Reduced |
| Independent Advisor Alliance | 2,397 | $757.8K | 0.03% | +11+0.5% | Added |
| CIBC World Markets Inc. | 2,408 | $761.0K | 0.00% | +142+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,420 | $765.2K | 0.01% | −42−1.7% | Reduced |
| DoubleLine ETF Adviser LP | 2,430 | $768.3K | 0.28% | +113+4.9% | Added |
| NEOS Investment Management LLC | 2,456 | $776.5K | 0.10% | +2,456 | New |
| Triangle Securities Wealth Management | 2,456 | $776.6K | 0.28% | −20−0.8% | Reduced |
| Cornerstone Planning Group LLC | 2,462 | $778.3K | 0.30% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,495 | $788.9K | 0.01% | +1,163+87.3% | Added |
| Thompson Siegel & Walmsley LLC | 2,500 | $790.0K | 0.01% | −300−10.7% | Reduced |
| Credential Qtrade Securities Inc. | 2,503 | $791.4K | 0.05% | −2−0.1% | Reduced |
| Balyasny Asset Management LLC | 2,503 | $791.4K | 0.00% | −87,339−97.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,530 | $799.9K | 0.18% | +164+6.9% | Added |
| Bahl & Gaynor Inc | 2,537 | $802.1K | 0.01% | −33−1.3% | Reduced |
| Coldstream Capital Management Inc | 2,547 | $805.2K | 0.03% | −32−1.2% | Reduced |
| Avitas Wealth Management LLC | 2,563 | $810.3K | 0.15% | +7+0.3% | Added |
| Hantz Financial Services, Inc. | 2,575 | $814.0K | 0.02% | +144+5.9% | Added |
| Capital Analysts, LLC | 2,590 | $819.0K | 0.05% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,600 | $822.0K | 0.03% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,650 | $837.8K | 0.50% | +30+1.1% | Added |
| Miracle Mile Advisors, LLC | 2,654 | $839.1K | 0.03% | +49+1.9% | Added |
| Ropes Wealth Advisors LLC | 2,656 | $839.7K | 0.16% | 00.0% | Unchanged |
| CWM, LLC | 2,656 | $840.0K | 0.01% | +153+6.1% | Added |
| Washington Trust Advisors, Inc. | 2,671 | $844.5K | 0.09% | −5−0.2% | Reduced |
| Epoch Investment Partners, Inc. | 2,673 | $845.1K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,742 | $866.9K | 0.18% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,810 | $887.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,811 | $888.8K | 0.11% | +1,669+146.1% | Added |
| Clearstead Advisors, LLC | 2,858 | $903.6K | 0.06% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,861 | $904.6K | 0.16% | +37+1.3% | Added |
| HM Payson & Co | 2,862 | $904.9K | 0.02% | +35+1.2% | Added |
| Umb Bank N A | 2,872 | $908.0K | 0.01% | +20+0.7% | Added |
| Private Advisor Group, LLC | 2,873 | $908.5K | 0.01% | +107+3.9% | Added |
| Raymond James Trust N.A. | 2,883 | $911.5K | 0.03% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 2,892 | $914.4K | 0.20% | −472−14.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 2,903 | $918.0K | 0.20% | +2,903 | New |
| Monte Financial Group, LLC | 2,943 | $930.5K | 0.47% | +9+0.3% | Added |
| Apollon Wealth Management, LLC | 2,952 | $933.3K | 0.05% | −489−14.2% | Reduced |
| CAPROCK Group, Inc. | 2,963 | $937.0K | 0.07% | +225+8.2% | Added |
| Park Avenue Securities LLC | 2,967 | $938.0K | 0.01% | +2,967 | New |
| Sequoia Financial Advisors, LLC | 2,971 | $939.2K | 0.02% | +22+0.7% | Added |
| Key Financial Inc | 2,984 | $943.5K | 0.32% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 2,994 | $946.6K | 0.13% | +42+1.4% | Added |
| Mystic Asset Management, Inc. | 3,000 | $948.5K | 0.53% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,104 | $981.4K | 0.23% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,120 | $986.5K | 0.13% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,131 | $989.9K | 0.07% | +2,170+225.8% | Added |
| Brave Warrior Advisors, LLC | 3,150 | $995.9K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,181 | $1.01M | 0.03% | +108+3.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,225 | $1.02M | 0.01% | +98+3.1% | Added |
| ExodusPoint Capital Management, LP | 3,282 | $1.04M | 0.01% | −15,156−82.2% | Reduced |
| TD Waterhouse Canada Inc. | 3,239 | $1.04M | 0.01% | +60+1.9% | Added |
| Hills Bank & Trust Co | 3,306 | $1.05M | 0.12% | −12−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 3,312 | $1.05M | 0.03% | −52−1.5% | Reduced |
| Davenport & Co LLC | 3,372 | $1.07M | 0.01% | +243+7.8% | Added |
| Cypress Capital Group | 3,426 | $1.08M | 0.16% | −65−1.9% | Reduced |
| Diversified Trust Co | 3,436 | $1.09M | 0.04% | +1,183+52.5% | Added |
| Siemens Fonds Invest GmbH | 3,437 | $1.09M | 0.11% | +1,304+61.1% | Added |
| First National Advisers, LLC | 3,447 | $1.09M | 0.49% | +1,552+81.9% | Added |
| National Asset Management, Inc. | 3,463 | $1.10M | 0.03% | −294−7.8% | Reduced |
| Waldron Private Wealth LLC | 3,474 | $1.10M | 0.06% | −5−0.1% | Reduced |
| Quantinno Capital Management LP | 3,499 | $1.11M | 0.05% | +384+12.3% | Added |
| Gardner Lewis Asset Management L P | 3,511 | $1.11M | 0.41% | +439+14.3% | Added |
| Wealthsource Partners, LLC | 3,522 | $1.11M | 0.08% | +30+0.9% | Added |
| Equitable Trust Co | 3,525 | $1.11M | 0.09% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,550 | $1.12M | 0.35% | +383+12.1% | Added |
| Redmond Asset Management, LLC | 3,555 | $1.12M | 0.40% | −150−4.0% | Reduced |
| Telemus Capital, LLC | 3,581 | $1.13M | 0.10% | −2,119−37.2% | Reduced |
| Bleakley Financial Group, LLC | 3,583 | $1.13M | 0.04% | −319−8.2% | Reduced |
| Sawtooth Solutions, LLC | 3,583 | $1.13M | 0.04% | −318−8.2% | Reduced |
| Sterling Investment Management, Inc. | 3,586 | $1.13M | 1.01% | +3,586 | New |