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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 6,916 | $2.19M | 0.06% | +307+4.6% | Added |
| Ostrum Asset Management | 6,924 | $2.19M | 0.20% | −2,944−29.8% | Reduced |
| Thrivent Financial for Lutherans | 6,938 | $2.19M | 0.01% | −85−1.2% | Reduced |
| Smith, Salley & Associates | 7,075 | $2.24M | 0.17% | +370+5.5% | Added |
| Ieq Capital, LLC | 7,183 | $2.27M | 0.05% | −70−1.0% | Reduced |
| Brinker Capital Investments, LLC | 7,197 | $2.28M | 0.03% | −195−2.6% | Reduced |
| Orion Portfolio Solutions, LLC | 7,197 | $2.28M | 0.03% | −195−2.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,393 | $2.34M | 0.23% | +5,711+339.5% | Added |
| Kingfisher Capital LLC | 7,456 | $2.36M | 0.64% | +47+0.6% | Added |
| Windmill Hill Asset Management Ltd | 7,515 | $2.38M | 1.03% | +1,025+15.8% | Added |
| Wetherby Asset Management Inc | 7,605 | $2.40M | 0.14% | +42+0.6% | Added |
| Sendero Wealth Management, LLC | 7,631 | $2.41M | 0.52% | −125−1.6% | Reduced |
| Slow Capital, Inc. | 7,639 | $2.42M | 0.44% | +367+5.0% | Added |
| Yacktman Asset Management LP | 7,670 | $2.43M | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 7,700 | $2.43M | 0.09% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 7,739 | $2.45M | 0.86% | −37−0.5% | Reduced |
| Rehmann Capital Advisory Group | 7,768 | $2.46M | 0.23% | −22−0.3% | Reduced |
| Boston Trust Walden Corp | 7,802 | $2.47M | 0.02% | −10.0% | Reduced |
| Roundview Capital LLC | 7,808 | $2.47M | 0.25% | −540−6.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,816 | $2.47M | 0.01% | +7,816 | New |
| Duality Advisers, LP | 7,826 | $2.47M | 0.30% | +7,826 | New |
| Citadel Investment Advisory, Inc. | 7,865 | $2.49M | 1.63% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,982 | $2.52M | 0.02% | +209+2.7% | Added |
| Harbor Advisors LLC | 8,000 | $2.53M | 0.54% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,131 | $2.57M | 0.08% | −5,760−41.5% | Reduced |
| New Mexico Educational Retirement Board | 8,192 | $2.59M | 0.11% | +500+6.5% | Added |
| Atria Investments LLC | 8,327 | $2.63M | 0.05% | +62+0.8% | Added |
| Crestline Management, LP | 8,439 | $2.67M | 0.32% | +8,439 | New |
| Kornitzer Capital Management Inc | 8,469 | $2.68M | 0.06% | −35−0.4% | Reduced |
| Connable Office Inc | 8,491 | $2.68M | 0.37% | −17−0.2% | Reduced |
| Cresset Asset Management, LLC | 8,584 | $2.71M | 0.02% | −664−7.2% | Reduced |
| Cynosure Management, LLC | 8,847 | $2.80M | 0.86% | +4,268+93.2% | Added |
| Olstein Capital Management, L.P. | 9,000 | $2.85M | 0.49% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,104 | $2.88M | 0.07% | +2,859+45.8% | Added |
| Advisor Partners II, LLC | 9,236 | $2.92M | 0.12% | +1,501+19.4% | Added |
| Taylor Hoffman Wealth Management | 9,266 | $2.93M | 1.51% | +21+0.2% | Added |
| Intech Investment Management LLC | 9,322 | $2.95M | 0.04% | −8,527−47.8% | Reduced |
| AdvisorShares Investments LLC | 9,428 | $2.98M | 0.80% | +544+6.1% | Added |
| Northwest Investment Counselors, LLC | 9,449 | $2.99M | 0.83% | −48−0.5% | Reduced |
| Captrust Financial Advisors | 9,453 | $2.99M | 0.01% | +7+0.1% | Added |
| Engineers Gate Manager LP | 9,658 | $3.05M | 0.11% | +9,658 | New |
| Kerrisdale Advisers, LLC | 9,673 | $3.06M | 0.97% | −8,885−47.9% | Reduced |
| Addenda Capital Inc. | 9,676 | $3.06M | 0.13% | −135−1.4% | Reduced |
| Ninety One SA (PTY) Ltd | 9,701 | $3.07M | 0.59% | −403−4.0% | Reduced |
| Darwin Advisors, LLC | 9,722 | $3.07M | 0.83% | +259+2.7% | Added |
| iA Global Asset Management Inc. | 9,740 | $3.08M | 0.08% | +1,287+15.2% | Added |
| Chicago Partners Investment Group LLC | 10,001 | $3.09M | 0.17% | +96+1.0% | Added |
| Louisiana State Employees Retirement System | 9,800 | $3.10M | 0.07% | 00.0% | Unchanged |
| Gabelli Funds LLC | 9,850 | $3.11M | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10,009 | $3.16M | 0.73% | +2,418+31.9% | Added |
| QRG Capital Management, Inc. | 10,235 | $3.24M | 0.06% | +10,235 | New |
| Edgestream Partners, L.P. | 10,258 | $3.24M | 0.26% | +10,258 | New |
| Live Oak Private Wealth LLC | 10,312 | $3.26M | 0.69% | +269+2.7% | Added |
| Ballentine Partners, LLC | 10,331 | $3.27M | 0.08% | −8−0.1% | Reduced |
| Metis Global Partners, LLC | 10,361 | $3.28M | 0.16% | +1,004+10.7% | Added |
| JustInvest LLC | 10,463 | $3.31M | 0.10% | +350+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,674 | $3.37M | 0.01% | −312−2.8% | Reduced |
| Tudor Investment Corp Et Al | 10,713 | $3.39M | 0.05% | +5,198+94.3% | Added |
| Hartford Investment Management Co | 10,748 | $3.40M | 0.14% | −313−2.8% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 10,757 | $3.40M | 1.01% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 10,850 | $3.43M | 0.56% | +2,625+31.9% | Added |
| Centiva Capital, LP | 10,895 | $3.44M | 0.17% | +10,895 | New |
| Guggenheim Capital LLC | 10,967 | $3.47M | 0.03% | −5,812−34.6% | Reduced |
| First Republic Investment Management, Inc. | 10,992 | $3.48M | 0.01% | +10,992 | New |
| Cloverfields Capital Group, LP | 11,184 | $3.54M | 1.59% | −182−1.6% | Reduced |
| Securian Asset Management, Inc | 11,294 | $3.57M | 0.11% | −1,859−14.1% | Reduced |
| Laurion Capital Management LP | 11,398 | $3.60M | 0.09% | +11,398 | New |
| First National Bank of Omaha | 11,431 | $3.61M | 0.23% | −1,843−13.9% | Reduced |
| Fiduciary Trust Co | 11,536 | $3.65M | 0.07% | −14−0.1% | Reduced |
| Macquarie Group Ltd | 11,539 | $3.65M | 0.00% | +2,708+30.7% | Added |
| Okabena Investment Services Inc | 11,581 | $3.66M | 2.85% | −758−6.1% | Reduced |
| Wealthfront Advisers LLC | 11,583 | $3.66M | 0.02% | −164−1.4% | Reduced |
| Totem Point Management, LLC | 11,622 | $3.67M | 5.21% | +11,622 | New |
| Blue Zone Wealth Advisors, LLC | 11,816 | $3.74M | 1.64% | +11,816 | New |
| Dai-Ichi Life Insurance Company, Ltd | 11,964 | $3.78M | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 12,011 | $3.80M | 0.11% | +7,906+192.6% | Added |
| Rockefeller Capital Management L.P. | 12,063 | $3.81M | 0.01% | +60+0.5% | Added |
| Maryland State Retirement & Pension System | 12,121 | $3.83M | 0.09% | 00.0% | Unchanged |
| Bamco Inc | 12,143 | $3.84M | 0.01% | +2,044+20.2% | Added |
| Tredje AP-fonden | 12,186 | $3.85M | 0.06% | +250+2.1% | Added |
| Pathstone Family Office, LLC | 12,196 | $3.86M | 0.03% | +6,606+118.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,214 | $3.86M | 0.01% | +11,207+1,112.9% | Added |
| AQR Capital Management LLC | 12,287 | $3.88M | 0.01% | +4,110+50.3% | Added |
| Lincoln Capital LLC | 12,314 | $3.89M | 1.02% | −66−0.5% | Reduced |
| Kentucky Retirement Systems | 12,461 | $3.94M | 0.14% | −227−1.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,666 | $4.00M | 0.07% | +144+1.1% | Added |
| Quintet Private Bank (Europe) S.A. | 12,725 | $4.02M | 0.27% | −711−5.3% | Reduced |
| Alps Advisors Inc | 13,171 | $4.16M | 0.03% | −9,940−43.0% | Reduced |
| Quantbot Technologies LP | 13,315 | $4.21M | 0.28% | +13,315 | New |
| Claar Advisors LLC | 13,400 | $4.24M | 1.68% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,497 | $4.27M | 0.01% | +237+1.8% | Added |
| Nordea Investment Management AB | 13,294 | $4.27M | 0.01% | −55,747−80.7% | Reduced |
| Point72 Middle East FZE | 13,562 | $4.29M | 0.26% | −2,017−12.9% | Reduced |
| Penbrook Management LLC | 13,750 | $4.35M | 3.19% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 13,822 | $4.37M | 0.13% | +249+1.8% | Added |
| Daiwa Securities Group Inc. | 13,843 | $4.38M | 0.03% | +1,005+7.8% | Added |
| Man Group plc | – | $4.39M | 0.01% | – | – |
| Midwest Professional Planners, LTD. | 13,909 | $4.40M | 1.98% | +818+6.2% | Added |
| Cornerstone Advisors, LLC | 14,200 | $4.49M | 0.21% | −2,600−15.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,238 | $4.50M | 0.05% | 00.0% | Unchanged |