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 |
|---|---|---|---|---|---|
| Lineweaver Wealth Advisors, LLC | 4,637 | $1.47M | 0.43% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,618 | $1.46M | 0.02% | +2,331+101.9% | Added |
| Rossmore Private Capital | 4,600 | $1.45M | 0.22% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,584 | $1.45M | 0.13% | +188+4.3% | Added |
| Bryn Mawr Trust Co | 4,423 | $1.40M | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,383 | $1.39M | 0.02% | −11,962−73.2% | Reduced |
| Bokf, NA | 4,494 | $1.38M | 0.03% | +1,501+50.2% | Added |
| IMS Capital Management | 4,315 | $1.36M | 0.81% | +5+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,305 | $1.36M | 0.01% | +322+8.1% | Added |
| Westbourne Investment Advisors, Inc. | 4,261 | $1.35M | 0.62% | −275−6.1% | Reduced |
| Rodgers Brothers Inc. | 4,225 | $1.34M | 0.23% | +4+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 4,163 | $1.32M | 0.03% | +4+0.1% | Added |
| Essex Savings Bank | 4,143 | $1.31M | 0.44% | +6+0.1% | Added |
| Legacy Advisors, LLC | 4,109 | $1.30M | 0.21% | +137+3.4% | Added |
| Level Four Advisory Services, LLC | 4,074 | $1.29M | 0.08% | −1,196−22.7% | Reduced |
| Assetmark, Inc | 4,063 | $1.28M | 0.01% | +577+16.6% | Added |
| Northwestern Mutual Wealth Management Co | 4,035 | $1.28M | 0.00% | +71+1.8% | Added |
| Oak Thistle LLC | 4,023 | $1.27M | 0.38% | +4,023 | New |
| Van Strum & Towne Inc. | 4,000 | $1.26M | 0.53% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,984 | $1.26M | 0.04% | +3,984 | New |
| Texas Yale Capital Corp. | 3,930 | $1.24M | 0.06% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3,890 | $1.23M | 0.35% | +28+0.7% | Added |
| Citizens Financial Group Inc | 3,874 | $1.22M | 0.05% | −440−10.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,845 | $1.22M | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 3,784 | $1.20M | 0.02% | +3,784 | New |
| Cetera Advisors LLC | 3,758 | $1.19M | 0.02% | +32+0.9% | Added |
| Angeles Wealth Management, LLC | 3,747 | $1.18M | 0.17% | +21+0.6% | Added |
| Gotham Asset Management, LLC | 3,746 | $1.18M | 0.02% | −141−3.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.18M | 0.50% | 00.0% | Unchanged |
| AXS Investments LLC | 3,699 | $1.17M | 0.30% | −26−0.7% | Reduced |
| Long Road Investment Counsel, LLC | 3,679 | $1.16M | 0.56% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,663 | $1.16M | 0.03% | +97+2.7% | Added |
| Sepio Capital, LP | 3,627 | $1.15M | 0.10% | −7,202−66.5% | Reduced |
| Vestcor Inc | 3,607 | $1.14M | 0.04% | −284−7.3% | Reduced |
| Value Partners Investments Inc. | 3,578 | $1.14M | 0.09% | +261+7.9% | Added |
| Impax Asset Management Group plc | 3,589 | $1.13M | 0.01% | −175−4.6% | Reduced |
| Sterling Investment Management, Inc. | 3,586 | $1.13M | 1.01% | +3,586 | New |
| 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 |
| Telemus Capital, LLC | 3,581 | $1.13M | 0.10% | −2,119−37.2% | Reduced |
| Redmond Asset Management, LLC | 3,555 | $1.12M | 0.40% | −150−4.0% | Reduced |
| Fortis Capital Management LLC | 3,550 | $1.12M | 0.35% | +383+12.1% | Added |
| Equitable Trust Co | 3,525 | $1.11M | 0.09% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,522 | $1.11M | 0.08% | +30+0.9% | Added |
| Gardner Lewis Asset Management L P | 3,511 | $1.11M | 0.41% | +439+14.3% | Added |
| Quantinno Capital Management LP | 3,499 | $1.11M | 0.05% | +384+12.3% | Added |
| Waldron Private Wealth LLC | 3,474 | $1.10M | 0.06% | −5−0.1% | Reduced |
| National Asset Management, Inc. | 3,463 | $1.10M | 0.03% | −294−7.8% | Reduced |
| First National Advisers, LLC | 3,447 | $1.09M | 0.49% | +1,552+81.9% | Added |
| Siemens Fonds Invest GmbH | 3,437 | $1.09M | 0.11% | +1,304+61.1% | Added |
| Diversified Trust Co | 3,436 | $1.09M | 0.04% | +1,183+52.5% | Added |
| Cypress Capital Group | 3,426 | $1.08M | 0.16% | −65−1.9% | Reduced |
| Davenport & Co LLC | 3,372 | $1.07M | 0.01% | +243+7.8% | Added |
| Pinnacle Financial Partners Inc | 3,312 | $1.05M | 0.03% | −52−1.5% | Reduced |
| Hills Bank & Trust Co | 3,306 | $1.05M | 0.12% | −12−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 3,239 | $1.04M | 0.01% | +60+1.9% | Added |
| ExodusPoint Capital Management, LP | 3,282 | $1.04M | 0.01% | −15,156−82.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,225 | $1.02M | 0.01% | +98+3.1% | Added |
| Advisory Services Network, LLC | 3,181 | $1.01M | 0.03% | +108+3.5% | Added |
| Brave Warrior Advisors, LLC | 3,150 | $995.9K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,131 | $989.9K | 0.07% | +2,170+225.8% | Added |
| Anchor Investment Management, LLC | 3,120 | $986.5K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,104 | $981.4K | 0.23% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,000 | $948.5K | 0.53% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 2,994 | $946.6K | 0.13% | +42+1.4% | Added |
| Key Financial Inc | 2,984 | $943.5K | 0.32% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,971 | $939.2K | 0.02% | +22+0.7% | Added |
| Park Avenue Securities LLC | 2,967 | $938.0K | 0.01% | +2,967 | New |
| CAPROCK Group, Inc. | 2,963 | $937.0K | 0.07% | +225+8.2% | Added |
| Apollon Wealth Management, LLC | 2,952 | $933.3K | 0.05% | −489−14.2% | Reduced |
| Monte Financial Group, LLC | 2,943 | $930.5K | 0.47% | +9+0.3% | Added |
| Prescott Group Capital Management, L.L.C. | 2,903 | $918.0K | 0.20% | +2,903 | New |
| Asset Management Group, Inc. | 2,892 | $914.4K | 0.20% | −472−14.0% | Reduced |
| Raymond James Trust N.A. | 2,883 | $911.5K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,873 | $908.5K | 0.01% | +107+3.9% | Added |
| Umb Bank N A | 2,872 | $908.0K | 0.01% | +20+0.7% | Added |
| HM Payson & Co | 2,862 | $904.9K | 0.02% | +35+1.2% | Added |
| Moloney Securities Asset Management, LLC | 2,861 | $904.6K | 0.16% | +37+1.3% | Added |
| Clearstead Advisors, LLC | 2,858 | $903.6K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,811 | $888.8K | 0.11% | +1,669+146.1% | Added |
| Smithfield Trust Co | 2,810 | $887.0K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,742 | $866.9K | 0.18% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 2,673 | $845.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,671 | $844.5K | 0.09% | −5−0.2% | Reduced |
| CWM, LLC | 2,656 | $840.0K | 0.01% | +153+6.1% | Added |
| Ropes Wealth Advisors LLC | 2,656 | $839.7K | 0.16% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,654 | $839.1K | 0.03% | +49+1.9% | Added |
| Accretive Wealth Partners, LLC | 2,650 | $837.8K | 0.50% | +30+1.1% | Added |
| Bridges Investment Management Inc | 2,600 | $822.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,590 | $819.0K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,575 | $814.0K | 0.02% | +144+5.9% | Added |
| Avitas Wealth Management LLC | 2,563 | $810.3K | 0.15% | +7+0.3% | Added |
| Coldstream Capital Management Inc | 2,547 | $805.2K | 0.03% | −32−1.2% | Reduced |
| Bahl & Gaynor Inc | 2,537 | $802.1K | 0.01% | −33−1.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,530 | $799.9K | 0.18% | +164+6.9% | Added |
| Balyasny Asset Management LLC | 2,503 | $791.4K | 0.00% | −87,339−97.2% | Reduced |
| Credential Qtrade Securities Inc. | 2,503 | $791.4K | 0.05% | −2−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,500 | $790.0K | 0.01% | −300−10.7% | Reduced |
| Savant Capital, LLC | 2,495 | $788.9K | 0.01% | +1,163+87.3% | Added |
| Cornerstone Planning Group LLC | 2,462 | $778.3K | 0.30% | 00.0% | Unchanged |