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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 20,190 | $6.38M | 0.09% | −4,000−16.5% | Reduced |
| Capital International Inc | 20,172 | $6.38M | 0.12% | +1,332+7.1% | Added |
| Genus Capital Management Inc. | 19,783 | $6.25M | 0.98% | +7,738+64.2% | Added |
| Vancity Investment Management Ltd | 19,607 | $6.20M | 0.80% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 19,563 | $6.19M | 0.05% | +589+3.1% | Added |
| Candriam Luxembourg S.C.A. | 19,393 | $6.13M | 0.05% | +3,843+24.7% | Added |
| 1623 Capital LLC | 19,209 | $6.07M | 3.98% | +50+0.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 19,178 | $6.06M | 0.32% | −180−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,978 | $6.00M | 0.09% | +1,560+9.0% | Added |
| Prana Capital Management, LP | 18,941 | $5.99M | 0.39% | +18,941 | New |
| State of Alaska, Department of Revenue | 18,755 | $5.93M | 0.07% | −805−4.1% | Reduced |
| Scotia Capital Inc. | 18,238 | $5.77M | 0.04% | +733+4.2% | Added |
| Commonwealth Equity Services, LLC | 18,162 | $5.74M | 0.01% | +376+2.1% | Added |
| Bell Asset Management Ltd | 17,441 | $5.51M | 0.91% | +1,521+9.6% | Added |
| Illinois Municipal Retirement Fund | 17,136 | $5.42M | 0.10% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 16,994 | $5.37M | 2.43% | −39−0.2% | Reduced |
| Central Bank & Trust Co | 16,965 | $5.36M | 0.93% | −193−1.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 16,926 | $5.35M | 0.51% | +16,926 | New |
| Titan Global Capital Management USA LLC | 16,871 | $5.33M | 1.30% | −1,053−5.9% | Reduced |
| LGT Group Foundation | 16,867 | $5.33M | 0.13% | +2,080+14.1% | Added |
| Kinneret Advisory, LLC | 16,834 | $5.32M | 0.66% | −10−0.1% | Reduced |
| US Bancorp | 16,548 | $5.23M | 0.01% | +59+0.4% | Added |
| Creative Planning | 16,486 | $5.21M | 0.01% | +1,164+7.6% | Added |
| Glenmede Trust Co NA | 16,417 | $5.19M | 0.03% | +1,473+9.9% | Added |
| Ghe, LLC | 16,194 | $5.12M | 3.47% | +22+0.1% | Added |
| Point72 Europe (London) LLP | 16,100 | $5.09M | 0.69% | +16,100 | New |
| Trium Capital LLP | 16,087 | $5.09M | 0.09% | −660−3.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,929 | $5.04M | 0.08% | −2,576−13.9% | Reduced |
| Stanley Capital Management, LLC | 15,758 | $4.98M | 1.33% | 00.0% | Unchanged |
| Jump Financial, LLC | 15,540 | $4.91M | 0.18% | +12,571+423.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,445 | $4.88M | 0.08% | +952+6.6% | Added |
| Gulf International Bank (UK) Ltd | 15,228 | $4.81M | 0.14% | −1,351−8.1% | Reduced |
| MML Investors Services, LLC | 15,223 | $4.81M | 0.03% | −2,713−15.1% | Reduced |
| Donaldson Capital Management, LLC | 15,154 | $4.79M | 0.23% | +179+1.2% | Added |
| British Columbia Investment Management Corp | 15,016 | $4.75M | 0.05% | +143+1.0% | Added |
| Carderock Capital Management Inc | 14,363 | $4.54M | 1.52% | −348−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,238 | $4.50M | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 14,200 | $4.49M | 0.21% | −2,600−15.5% | Reduced |
| Midwest Professional Planners, LTD. | 13,909 | $4.40M | 1.98% | +818+6.2% | Added |
| Man Group plc | – | $4.39M | 0.01% | – | – |
| Daiwa Securities Group Inc. | 13,843 | $4.38M | 0.03% | +1,005+7.8% | Added |
| Elo Mutual Pension Insurance Co | 13,822 | $4.37M | 0.13% | +249+1.8% | Added |
| Penbrook Management LLC | 13,750 | $4.35M | 3.19% | 00.0% | Unchanged |
| Point72 Middle East FZE | 13,562 | $4.29M | 0.26% | −2,017−12.9% | Reduced |
| Nordea Investment Management AB | 13,294 | $4.27M | 0.01% | −55,747−80.7% | Reduced |
| Baird Financial Group, Inc. | 13,497 | $4.27M | 0.01% | +237+1.8% | Added |
| Claar Advisors LLC | 13,400 | $4.24M | 1.68% | 00.0% | Unchanged |
| Quantbot Technologies LP | 13,315 | $4.21M | 0.28% | +13,315 | New |
| Alps Advisors Inc | 13,171 | $4.16M | 0.03% | −9,940−43.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 12,725 | $4.02M | 0.27% | −711−5.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,666 | $4.00M | 0.07% | +144+1.1% | Added |
| Kentucky Retirement Systems | 12,461 | $3.94M | 0.14% | −227−1.8% | Reduced |
| Lincoln Capital LLC | 12,314 | $3.89M | 1.02% | −66−0.5% | Reduced |
| AQR Capital Management LLC | 12,287 | $3.88M | 0.01% | +4,110+50.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,214 | $3.86M | 0.01% | +11,207+1,112.9% | Added |
| Pathstone Family Office, LLC | 12,196 | $3.86M | 0.03% | +6,606+118.2% | Added |
| Tredje AP-fonden | 12,186 | $3.85M | 0.06% | +250+2.1% | Added |
| Bamco Inc | 12,143 | $3.84M | 0.01% | +2,044+20.2% | Added |
| Maryland State Retirement & Pension System | 12,121 | $3.83M | 0.09% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,063 | $3.81M | 0.01% | +60+0.5% | Added |
| Empowered Funds, LLC | 12,011 | $3.80M | 0.11% | +7,906+192.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,964 | $3.78M | 0.08% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 11,816 | $3.74M | 1.64% | +11,816 | New |
| Totem Point Management, LLC | 11,622 | $3.67M | 5.21% | +11,622 | New |
| Wealthfront Advisers LLC | 11,583 | $3.66M | 0.02% | −164−1.4% | Reduced |
| Okabena Investment Services Inc | 11,581 | $3.66M | 2.85% | −758−6.1% | Reduced |
| Macquarie Group Ltd | 11,539 | $3.65M | 0.00% | +2,708+30.7% | Added |
| Fiduciary Trust Co | 11,536 | $3.65M | 0.07% | −14−0.1% | Reduced |
| First National Bank of Omaha | 11,431 | $3.61M | 0.23% | −1,843−13.9% | Reduced |
| Laurion Capital Management LP | 11,398 | $3.60M | 0.09% | +11,398 | New |
| Securian Asset Management, Inc | 11,294 | $3.57M | 0.11% | −1,859−14.1% | Reduced |
| Cloverfields Capital Group, LP | 11,184 | $3.54M | 1.59% | −182−1.6% | Reduced |
| First Republic Investment Management, Inc. | 10,992 | $3.48M | 0.01% | +10,992 | New |
| Guggenheim Capital LLC | 10,967 | $3.47M | 0.03% | −5,812−34.6% | Reduced |
| Centiva Capital, LP | 10,895 | $3.44M | 0.17% | +10,895 | New |
| John G Ullman & Associates Inc | 10,850 | $3.43M | 0.56% | +2,625+31.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 10,757 | $3.40M | 1.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 10,748 | $3.40M | 0.14% | −313−2.8% | Reduced |
| Tudor Investment Corp Et Al | 10,713 | $3.39M | 0.05% | +5,198+94.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,674 | $3.37M | 0.01% | −312−2.8% | Reduced |
| JustInvest LLC | 10,463 | $3.31M | 0.10% | +350+3.5% | Added |
| Metis Global Partners, LLC | 10,361 | $3.28M | 0.16% | +1,004+10.7% | Added |
| Ballentine Partners, LLC | 10,331 | $3.27M | 0.08% | −8−0.1% | Reduced |
| Live Oak Private Wealth LLC | 10,312 | $3.26M | 0.69% | +269+2.7% | Added |
| Edgestream Partners, L.P. | 10,258 | $3.24M | 0.26% | +10,258 | New |
| QRG Capital Management, Inc. | 10,235 | $3.24M | 0.06% | +10,235 | New |
| Fiduciary Alliance LLC | 10,009 | $3.16M | 0.73% | +2,418+31.9% | Added |
| Gabelli Funds LLC | 9,850 | $3.11M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 9,800 | $3.10M | 0.07% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,001 | $3.09M | 0.17% | +96+1.0% | Added |
| iA Global Asset Management Inc. | 9,740 | $3.08M | 0.08% | +1,287+15.2% | Added |
| Darwin Advisors, LLC | 9,722 | $3.07M | 0.83% | +259+2.7% | Added |
| Ninety One SA (PTY) Ltd | 9,701 | $3.07M | 0.59% | −403−4.0% | Reduced |
| Addenda Capital Inc. | 9,676 | $3.06M | 0.13% | −135−1.4% | Reduced |
| Kerrisdale Advisers, LLC | 9,673 | $3.06M | 0.97% | −8,885−47.9% | Reduced |
| Engineers Gate Manager LP | 9,658 | $3.05M | 0.11% | +9,658 | New |
| Captrust Financial Advisors | 9,453 | $2.99M | 0.01% | +7+0.1% | Added |
| Northwest Investment Counselors, LLC | 9,449 | $2.99M | 0.83% | −48−0.5% | Reduced |
| AdvisorShares Investments LLC | 9,428 | $2.98M | 0.80% | +544+6.1% | Added |
| Intech Investment Management LLC | 9,322 | $2.95M | 0.04% | −8,527−47.8% | Reduced |