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 |
|---|---|---|---|---|---|
| Taylor Hoffman Wealth Management | 9,266 | $2.93M | 1.51% | +21+0.2% | Added |
| Advisor Partners II, LLC | 9,236 | $2.92M | 0.12% | +1,501+19.4% | Added |
| Walleye Trading LLC | 9,104 | $2.88M | 0.07% | +2,859+45.8% | Added |
| Olstein Capital Management, L.P. | 9,000 | $2.85M | 0.49% | 00.0% | Unchanged |
| Cynosure Management, LLC | 8,847 | $2.80M | 0.86% | +4,268+93.2% | Added |
| Cresset Asset Management, LLC | 8,584 | $2.71M | 0.02% | −664−7.2% | Reduced |
| Connable Office Inc | 8,491 | $2.68M | 0.37% | −17−0.2% | Reduced |
| Kornitzer Capital Management Inc | 8,469 | $2.68M | 0.06% | −35−0.4% | Reduced |
| Crestline Management, LP | 8,439 | $2.67M | 0.32% | +8,439 | New |
| Atria Investments LLC | 8,327 | $2.63M | 0.05% | +62+0.8% | Added |
| New Mexico Educational Retirement Board | 8,192 | $2.59M | 0.11% | +500+6.5% | Added |
| Tower Research Capital LLC (TRC) | 8,131 | $2.57M | 0.08% | −5,760−41.5% | Reduced |
| Harbor Advisors LLC | 8,000 | $2.53M | 0.54% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,982 | $2.52M | 0.02% | +209+2.7% | Added |
| Citadel Investment Advisory, Inc. | 7,865 | $2.49M | 1.63% | 00.0% | Unchanged |
| Duality Advisers, LP | 7,826 | $2.47M | 0.30% | +7,826 | New |
| Envestnet Portfolio Solutions, Inc. | 7,816 | $2.47M | 0.01% | +7,816 | New |
| Roundview Capital LLC | 7,808 | $2.47M | 0.25% | −540−6.5% | Reduced |
| Boston Trust Walden Corp | 7,802 | $2.47M | 0.02% | −10.0% | Reduced |
| Rehmann Capital Advisory Group | 7,768 | $2.46M | 0.23% | −22−0.3% | Reduced |
| Van Den Berg Management I, Inc | 7,739 | $2.45M | 0.86% | −37−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 7,700 | $2.43M | 0.09% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 7,670 | $2.43M | 0.02% | 00.0% | Unchanged |
| Slow Capital, Inc. | 7,639 | $2.42M | 0.44% | +367+5.0% | Added |
| Sendero Wealth Management, LLC | 7,631 | $2.41M | 0.52% | −125−1.6% | Reduced |
| Wetherby Asset Management Inc | 7,605 | $2.40M | 0.14% | +42+0.6% | Added |
| Windmill Hill Asset Management Ltd | 7,515 | $2.38M | 1.03% | +1,025+15.8% | Added |
| Kingfisher Capital LLC | 7,456 | $2.36M | 0.64% | +47+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 7,393 | $2.34M | 0.23% | +5,711+339.5% | Added |
| 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 |
| Ieq Capital, LLC | 7,183 | $2.27M | 0.05% | −70−1.0% | Reduced |
| Smith, Salley & Associates | 7,075 | $2.24M | 0.17% | +370+5.5% | Added |
| Thrivent Financial for Lutherans | 6,938 | $2.19M | 0.01% | −85−1.2% | Reduced |
| Ostrum Asset Management | 6,924 | $2.19M | 0.20% | −2,944−29.8% | Reduced |
| Glenview Trust Co | 6,916 | $2.19M | 0.06% | +307+4.6% | Added |
| Kestra Private Wealth Services, LLC | 6,913 | $2.19M | 0.07% | +21+0.3% | Added |
| Rathbone Brothers plc | 6,858 | $2.17M | 0.02% | +113+1.7% | Added |
| Highland Capital Management, LLC | 6,831 | $2.16M | 0.15% | −226−3.2% | Reduced |
| La Banque Postale Asset Management SA | 6,784 | $2.14M | 0.05% | +2,518+59.0% | Added |
| Trust Co of Toledo NA | 6,750 | $2.13M | 0.42% | 00.0% | Unchanged |
| 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 |
| Crawford Investment Counsel Inc | 6,670 | $2.11M | 0.05% | −5−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,584 | $2.08M | 0.05% | +48+0.7% | Added |
| United Capital Financial Advisers, LLC | 6,549 | $2.07M | 0.01% | +1,499+29.7% | Added |
| Metropolitan Life Insurance Co | 6,530 | $2.06M | 0.11% | −348−5.1% | Reduced |
| Norinchukin Bank, The | 6,332 | $2.00M | 0.05% | −8,549−57.4% | Reduced |
| Tiaa Trust, National Association | 6,276 | $1.98M | 0.01% | +6,276 | New |
| George Kaiser Family Foundation | 6,271 | $1.98M | 0.38% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,233 | $1.97M | 0.01% | +341+5.8% | Added |
| Toroso Investments, LLC | 6,218 | $1.97M | 0.06% | +796+14.7% | Added |
| Applied Capital LLC | 6,148 | $1.94M | 1.94% | −116−1.9% | Reduced |
| Cetera Investment Advisers | 6,144 | $1.94M | 0.02% | −270−4.2% | Reduced |
| Regions Financial Corp | 6,135 | $1.94M | 0.02% | −189−3.0% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $1.94M | 0.03% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,107 | $1.93M | 0.13% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 6,082 | $1.92M | 0.13% | 00.0% | Unchanged |
| Maven Securities LTD | 6,062 | $1.92M | 0.21% | +6,062 | New |
| Prudential PLC | 6,053 | $1.91M | 0.02% | −574−8.7% | Reduced |
| Commerce Bank | 6,030 | $1.91M | 0.02% | +21+0.3% | Added |
| Graham Capital Management, L.P. | 6,025 | $1.90M | 0.06% | −2,216−26.9% | Reduced |
| Exchange Capital Management, Inc. | 5,981 | $1.89M | 0.36% | −96−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 5,968 | $1.89M | 0.03% | +350+6.2% | Added |
| Baker Avenue Asset Management, LP | 5,965 | $1.89M | 0.09% | +85+1.4% | Added |
| Greenleaf Trust | 5,893 | $1.86M | 0.02% | +264+4.7% | Added |
| Whittier Trust Co of Nevada Inc | 5,870 | $1.86M | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 5,865 | $1.85M | 1.04% | +5,865 | New |
| Transcend Wealth Collective, LLC | 5,844 | $1.85M | 0.18% | +12+0.2% | Added |
| Keybank National Association | 5,811 | $1.84M | 0.01% | +308+5.6% | Added |
| Pine Valley Investments Ltd Liability Co | 5,810 | $1.84M | 0.18% | +797+15.9% | Added |
| NewEdge Wealth, LLC | 5,777 | $1.83M | 0.06% | −148−2.5% | Reduced |
| Saturna Capital CORP | 5,689 | $1.80M | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,657 | $1.79M | 0.01% | +356+6.7% | Added |
| DRW Securities, LLC | 5,656 | $1.79M | 0.14% | +2,942+108.4% | Added |
| Resources Investment Advisors, LLC. | 5,589 | $1.77M | 0.04% | +882+18.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,576 | $1.76M | 0.17% | −8,992−61.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,564 | $1.76M | 0.14% | −101−1.8% | Reduced |
| Empirical Finance, LLC | 5,517 | $1.74M | 0.13% | +503+10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 5,500 | $1.74M | 0.13% | −14−0.3% | Reduced |
| Everence Capital Management Inc | 5,485 | $1.73M | 0.13% | +1,030+23.1% | Added |
| Huntington National Bank | 5,476 | $1.73M | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 5,491 | $1.72M | 1.54% | −300−5.2% | Reduced |
| Change Path, LLC | 5,419 | $1.71M | 0.12% | −552−9.2% | Reduced |
| SYSTM Wealth Solutions LLC | 5,350 | $1.69M | 0.26% | −546−9.3% | Reduced |
| Banque Cantonale Vaudoise | 5,282 | $1.67M | 0.08% | −178−3.3% | Reduced |
| Naples Global Advisors, LLC | 5,213 | $1.65M | 0.20% | +80+1.6% | Added |
| Fairbanks Capital Management, Inc. | 5,208 | $1.65M | 1.39% | −256−4.7% | Reduced |
| AIA Group Ltd | 5,170 | $1.63M | 0.08% | 00.0% | Unchanged |
| Legato Capital Management LLC | 5,129 | $1.62M | 0.23% | +85+1.7% | Added |
| Beacon Investment Advisory Services, Inc. | 5,094 | $1.61M | 0.08% | −620−10.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,089 | $1.61M | 0.28% | +464+10.0% | Added |
| SkyView Investment Advisors, LLC | 4,996 | $1.58M | 0.64% | −489−8.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,982 | $1.58M | 0.04% | +5+0.1% | Added |
| Ingalls & Snyder LLC | 4,886 | $1.54M | 0.07% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,825 | $1.54M | 0.15% | −88−1.8% | Reduced |
| Parallel Advisors, LLC | 4,801 | $1.52M | 0.05% | −737−13.3% | Reduced |
| Blue Fin Capital, Inc. | 4,764 | $1.51M | 0.44% | +94+2.0% | Added |
| Bessemer Group Inc | 4,733 | $1.50M | 0.00% | −323−6.4% | Reduced |
| Motley Fool Asset Management LLC | 4,694 | $1.48M | 0.12% | +444+10.4% | Added |