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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 3,589 | $1.13M | 0.01% | −175−4.6% | Reduced |
| Value Partners Investments Inc. | 3,578 | $1.14M | 0.09% | +261+7.9% | Added |
| Vestcor Inc | 3,607 | $1.14M | 0.04% | −284−7.3% | Reduced |
| Sepio Capital, LP | 3,627 | $1.15M | 0.10% | −7,202−66.5% | Reduced |
| Signaturefd, LLC | 3,663 | $1.16M | 0.03% | +97+2.7% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.16M | 0.56% | 00.0% | Unchanged |
| AXS Investments LLC | 3,699 | $1.17M | 0.30% | −26−0.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.18M | 0.50% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,746 | $1.18M | 0.02% | −141−3.6% | Reduced |
| Angeles Wealth Management, LLC | 3,747 | $1.18M | 0.17% | +21+0.6% | Added |
| Cetera Advisors LLC | 3,758 | $1.19M | 0.02% | +32+0.9% | Added |
| GTS Securities LLC | 3,784 | $1.20M | 0.02% | +3,784 | New |
| Williams Jones Wealth Management, LLC. | 3,845 | $1.22M | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,874 | $1.22M | 0.05% | −440−10.2% | Reduced |
| KB Financial Partners, LLC | 3,890 | $1.23M | 0.35% | +28+0.7% | Added |
| Texas Yale Capital Corp. | 3,930 | $1.24M | 0.06% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,984 | $1.26M | 0.04% | +3,984 | New |
| Van Strum & Towne Inc. | 4,000 | $1.26M | 0.53% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,023 | $1.27M | 0.38% | +4,023 | New |
| Northwestern Mutual Wealth Management Co | 4,035 | $1.28M | 0.00% | +71+1.8% | Added |
| Assetmark, Inc | 4,063 | $1.28M | 0.01% | +577+16.6% | Added |
| Level Four Advisory Services, LLC | 4,074 | $1.29M | 0.08% | −1,196−22.7% | Reduced |
| Legacy Advisors, LLC | 4,109 | $1.30M | 0.21% | +137+3.4% | Added |
| Essex Savings Bank | 4,143 | $1.31M | 0.44% | +6+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 4,163 | $1.32M | 0.03% | +4+0.1% | Added |
| Rodgers Brothers Inc. | 4,225 | $1.34M | 0.23% | +4+0.1% | Added |
| Westbourne Investment Advisors, Inc. | 4,261 | $1.35M | 0.62% | −275−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,305 | $1.36M | 0.01% | +322+8.1% | Added |
| IMS Capital Management | 4,315 | $1.36M | 0.81% | +5+0.1% | Added |
| Bokf, NA | 4,494 | $1.38M | 0.03% | +1,501+50.2% | Added |
| SG Americas Securities, LLC | 4,383 | $1.39M | 0.02% | −11,962−73.2% | Reduced |
| Bryn Mawr Trust Co | 4,423 | $1.40M | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,584 | $1.45M | 0.13% | +188+4.3% | Added |
| Rossmore Private Capital | 4,600 | $1.45M | 0.22% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,618 | $1.46M | 0.02% | +2,331+101.9% | Added |
| Lineweaver Wealth Advisors, LLC | 4,637 | $1.47M | 0.43% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 4,694 | $1.48M | 0.12% | +444+10.4% | Added |
| Bessemer Group Inc | 4,733 | $1.50M | 0.00% | −323−6.4% | Reduced |
| Blue Fin Capital, Inc. | 4,764 | $1.51M | 0.44% | +94+2.0% | Added |
| Parallel Advisors, LLC | 4,801 | $1.52M | 0.05% | −737−13.3% | Reduced |
| Vinva Investment Management Ltd | 4,825 | $1.54M | 0.15% | −88−1.8% | Reduced |
| Ingalls & Snyder LLC | 4,886 | $1.54M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 4,982 | $1.58M | 0.04% | +5+0.1% | Added |
| SkyView Investment Advisors, LLC | 4,996 | $1.58M | 0.64% | −489−8.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,089 | $1.61M | 0.28% | +464+10.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,094 | $1.61M | 0.08% | −620−10.9% | Reduced |
| Legato Capital Management LLC | 5,129 | $1.62M | 0.23% | +85+1.7% | Added |
| AIA Group Ltd | 5,170 | $1.63M | 0.08% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,208 | $1.65M | 1.39% | −256−4.7% | Reduced |
| Naples Global Advisors, LLC | 5,213 | $1.65M | 0.20% | +80+1.6% | Added |
| Banque Cantonale Vaudoise | 5,282 | $1.67M | 0.08% | −178−3.3% | Reduced |
| SYSTM Wealth Solutions LLC | 5,350 | $1.69M | 0.26% | −546−9.3% | Reduced |
| Change Path, LLC | 5,419 | $1.71M | 0.12% | −552−9.2% | Reduced |
| General Partner, Inc. | 5,491 | $1.72M | 1.54% | −300−5.2% | Reduced |
| Huntington National Bank | 5,476 | $1.73M | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,485 | $1.73M | 0.13% | +1,030+23.1% | Added |
| Vestmark Advisory Solutions, Inc. | 5,500 | $1.74M | 0.13% | −14−0.3% | Reduced |
| Empirical Finance, LLC | 5,517 | $1.74M | 0.13% | +503+10.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,564 | $1.76M | 0.14% | −101−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,576 | $1.76M | 0.17% | −8,992−61.7% | Reduced |
| Resources Investment Advisors, LLC. | 5,589 | $1.77M | 0.04% | +882+18.7% | Added |
| DRW Securities, LLC | 5,656 | $1.79M | 0.14% | +2,942+108.4% | Added |
| Janney Montgomery Scott LLC | 5,657 | $1.79M | 0.01% | +356+6.7% | Added |
| Saturna Capital CORP | 5,689 | $1.80M | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,777 | $1.83M | 0.06% | −148−2.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,810 | $1.84M | 0.18% | +797+15.9% | Added |
| Keybank National Association | 5,811 | $1.84M | 0.01% | +308+5.6% | Added |
| Transcend Wealth Collective, LLC | 5,844 | $1.85M | 0.18% | +12+0.2% | Added |
| Machina Capital S.A.S. | 5,865 | $1.85M | 1.04% | +5,865 | New |
| Whittier Trust Co of Nevada Inc | 5,870 | $1.86M | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 5,893 | $1.86M | 0.02% | +264+4.7% | Added |
| Baker Avenue Asset Management, LP | 5,965 | $1.89M | 0.09% | +85+1.4% | Added |
| Atria Wealth Solutions, Inc. | 5,968 | $1.89M | 0.03% | +350+6.2% | Added |
| Exchange Capital Management, Inc. | 5,981 | $1.89M | 0.36% | −96−1.6% | Reduced |
| Graham Capital Management, L.P. | 6,025 | $1.90M | 0.06% | −2,216−26.9% | Reduced |
| Commerce Bank | 6,030 | $1.91M | 0.02% | +21+0.3% | Added |
| Prudential PLC | 6,053 | $1.91M | 0.02% | −574−8.7% | Reduced |
| Maven Securities LTD | 6,062 | $1.92M | 0.21% | +6,062 | New |
| Capital Group Investment Management Pte. Ltd. | 6,082 | $1.92M | 0.13% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,107 | $1.93M | 0.13% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 6,105 | $1.94M | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 6,135 | $1.94M | 0.02% | −189−3.0% | Reduced |
| Cetera Investment Advisers | 6,144 | $1.94M | 0.02% | −270−4.2% | Reduced |
| Applied Capital LLC | 6,148 | $1.94M | 1.94% | −116−1.9% | Reduced |
| Toroso Investments, LLC | 6,218 | $1.97M | 0.06% | +796+14.7% | Added |
| Mercer Global Advisors Inc | 6,233 | $1.97M | 0.01% | +341+5.8% | Added |
| George Kaiser Family Foundation | 6,271 | $1.98M | 0.38% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,276 | $1.98M | 0.01% | +6,276 | New |
| Norinchukin Bank, The | 6,332 | $2.00M | 0.05% | −8,549−57.4% | Reduced |
| Metropolitan Life Insurance Co | 6,530 | $2.06M | 0.11% | −348−5.1% | Reduced |
| United Capital Financial Advisers, LLC | 6,549 | $2.07M | 0.01% | +1,499+29.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,584 | $2.08M | 0.05% | +48+0.7% | Added |
| Crawford Investment Counsel Inc | 6,670 | $2.11M | 0.05% | −5−0.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,747 | $2.13M | 0.33% | −65−1.0% | Reduced |
| Keebeck Wealth Management, LLC | 6,747 | $2.13M | 0.37% | +183+2.8% | Added |
| Trust Co of Toledo NA | 6,750 | $2.13M | 0.42% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 6,784 | $2.14M | 0.05% | +2,518+59.0% | Added |
| Highland Capital Management, LLC | 6,831 | $2.16M | 0.15% | −226−3.2% | Reduced |
| Rathbone Brothers plc | 6,858 | $2.17M | 0.02% | +113+1.7% | Added |
| Kestra Private Wealth Services, LLC | 6,913 | $2.19M | 0.07% | +21+0.3% | Added |