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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 2,456 | $776.6K | 0.28% | −20−0.8% | Reduced |
| NEOS Investment Management LLC | 2,456 | $776.5K | 0.10% | +2,456 | New |
| DoubleLine ETF Adviser LP | 2,430 | $768.3K | 0.28% | +113+4.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,420 | $765.2K | 0.01% | −42−1.7% | Reduced |
| CIBC World Markets Inc. | 2,408 | $761.0K | 0.00% | +142+6.3% | Added |
| Independent Advisor Alliance | 2,397 | $757.8K | 0.03% | +11+0.5% | Added |
| MAI Capital Management | 2,396 | $757.6K | 0.01% | −3−0.1% | Reduced |
| Qtron Investments LLC | 2,396 | $757.5K | 0.14% | +528+28.3% | Added |
| Whittier Trust Co | 2,395 | $757.2K | 0.01% | −10−0.4% | Reduced |
| Verdence Capital Advisors LLC | 2,394 | $756.9K | 0.08% | +156+7.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,382 | $753.1K | 0.05% | +2,382 | New |
| Delta Investment Management, LLC | 2,375 | $750.8K | 0.21% | +195+8.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,288 | $747.8K | 0.01% | +72+3.2% | Added |
| First Hawaiian Bank | 2,364 | $747.4K | 0.03% | +1,035+77.9% | Added |
| Central Trust Co | 2,343 | $740.8K | 0.02% | −60−2.5% | Reduced |
| Meeder Advisory Services, Inc. | 2,339 | $739.5K | 0.09% | −776−24.9% | Reduced |
| HB Wealth Management, LLC | 2,314 | $731.6K | 0.01% | +373+19.2% | Added |
| Veriti Management LLC | 2,310 | $730.4K | 0.08% | +187+8.8% | Added |
| Azzad Asset Management Inc | 2,297 | $726.1K | 0.10% | +100+4.6% | Added |
| Unigestion Holding SA | 2,249 | $716.2K | 0.04% | +301+15.5% | Added |
| Fund Management at Engine No. 1 LLC | 2,258 | $713.9K | 0.11% | +204+9.9% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $711.4K | 0.24% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 2,246 | $710.1K | 0.08% | +1,000+80.3% | Added |
| TownSquare Capital, LLC | 2,241 | $708.5K | 0.01% | +260+13.1% | Added |
| CWA Asset Management Group, LLC | 2,236 | $707.0K | 0.05% | +555+33.0% | Added |
| Great Lakes Retirement, Inc. | 2,213 | $699.7K | 0.13% | +114+5.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,199 | $695.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,199 | $695.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,176 | $688.0K | 0.07% | −538−19.8% | Reduced |
| FDx Advisors, Inc. | 2,161 | $683.0K | 0.06% | −6,216−74.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,125 | $671.9K | 0.13% | −53−2.4% | Reduced |
| OLIO Financial Planning | 2,124 | $671.6K | 0.32% | +2,124 | New |
| Seneca Financial Advisors LLC | 2,100 | $664.0K | 0.45% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,098 | $663.3K | 0.03% | +196+10.3% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $654.5K | 0.14% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,069 | $654.2K | 0.11% | +2,069 | New |
| V-Square Quantitative Management LLC | 2,047 | $647.2K | 0.28% | +648+46.3% | Added |
| Evergreen Capital Management LLC | 2,044 | $646.3K | 0.03% | +12+0.6% | Added |
| Sentry LLC | 2,042 | $645.6K | 0.14% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,035 | $643.5K | 0.01% | −69−3.3% | Reduced |
| Johnson Investment Counsel Inc | 2,006 | $634.3K | 0.01% | −102−4.8% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $632.0K | 0.35% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,974 | $624.1K | 0.18% | +62+3.2% | Added |
| Geller Advisors LLC | 1,964 | $621.0K | 0.07% | +1,195+155.4% | Added |
| D.B. Root & Company, LLC | 1,963 | $620.6K | 0.24% | −18−0.9% | Reduced |
| Oppenheimer & Co Inc | 1,942 | $614.0K | 0.01% | +419+27.5% | Added |
| Patriot Investment Management Inc. | 1,890 | $597.6K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,880 | $594.4K | 0.08% | −320−14.5% | Reduced |
| Fishman Jay A Ltd | 1,875 | $592.8K | 0.08% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,860 | $588.1K | 0.28% | +1,860 | New |
| Advisors Preferred, LLC | 1,857 | $587.2K | 0.19% | +1,857 | New |
| Reynders McVeigh Capital Management, LLC | 1,849 | $585.0K | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,848 | $584.3K | 0.02% | +210+12.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,843 | $582.7K | 0.03% | +230+14.3% | Added |
| Ameritas Investment Partners, Inc. | 1,821 | $575.7K | 0.02% | −51−2.7% | Reduced |
| Trust Asset Management LLC | 1,820 | $575.4K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 1,817 | $574.5K | 0.02% | +57+3.2% | Added |
| Profund Advisors LLC | 1,803 | $570.1K | 0.03% | −75−4.0% | Reduced |
| Brown Brothers Harriman & Co | 1,795 | $567.5K | 0.01% | +39+2.2% | Added |
| Spinnaker Trust | 1,785 | $564.4K | 0.04% | +200+12.6% | Added |
| Verition Fund Management LLC | 1,779 | $562.5K | 0.01% | −37,418−95.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,779 | $562.4K | 0.04% | +7+0.4% | Added |
| Federated Hermes, Inc. | 1,767 | $558.7K | 0.00% | +1,062+150.6% | Added |
| J. W. Coons Advisors, LLC | 1,750 | $553.3K | 0.16% | +300+20.7% | Added |
| High Net Worth Advisory Group LLC | 1,744 | $551.4K | 0.22% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,743 | $551.0K | 0.03% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,724 | $545.1K | 0.21% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,723 | $545.0K | 0.13% | −235−12.0% | Reduced |
| Penserra Capital Management LLC | 1,713 | $540.0K | 0.01% | −100−5.5% | Reduced |
| Dodge & Cox | 1,702 | $538.1K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,691 | $534.6K | 0.03% | −12−0.7% | Reduced |
| Ritholtz Wealth Management | 1,689 | $534.0K | 0.02% | −2−0.1% | Reduced |
| D.A. Davidson & Co. | 1,688 | $534.0K | 0.01% | +484+40.2% | Added |
| Centaurus Financial, Inc. | 1,677 | $530.0K | 0.05% | +17+1.0% | Added |
| Virtu Financial LLC | 1,667 | $527.0K | 0.05% | −6,860−80.5% | Reduced |
| Pacific Global Investment Management CO | 1,660 | $524.9K | 0.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,624 | $513.5K | 0.09% | −3−0.2% | Reduced |
| Ellevest, Inc. | 1,611 | $509.2K | 0.04% | +132+8.9% | Added |
| Dorsey & Whitney Trust CO LLC | 1,607 | $508.1K | 0.04% | +6+0.4% | Added |
| Brevan Howard Capital Management LP | 1,589 | $502.4K | 0.15% | +1,589 | New |
| We Are One Seven, LLC | 1,583 | $500.5K | 0.04% | +898+131.1% | Added |
| Wedmont Private Capital | 1,571 | $500.2K | 0.05% | +314+25.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,580 | $499.5K | 0.06% | +31+2.0% | Added |
| RMB Capital Management, LLC | 1,552 | $490.7K | 0.02% | +6+0.4% | Added |
| Castle Rock Wealth Management, LLC | 1,543 | $489.3K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,547 | $489.1K | 0.02% | −333−17.7% | Reduced |
| Empower Advisory Group, LLC | 1,531 | $484.1K | 0.00% | −1−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 1,517 | $479.6K | 0.09% | +4+0.3% | Added |
| Neo Ivy Capital Management | 1,516 | $479.0K | 0.21% | +1,516 | New |
| Legacy Capital Wealth Partners, LLC | 1,512 | $478.0K | 0.13% | +1,512 | New |
| Argent Trust Co | 1,508 | $476.8K | 0.03% | +96+6.8% | Added |
| Borer Denton & Associates, Inc. | 1,505 | $475.8K | 0.20% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,500 | $474.0K | 0.14% | +1,500 | New |
| Charter Trust Co | 1,488 | $470.5K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 1,484 | $469.2K | 0.01% | +1,484 | New |
| PEAK6 Investments LLC | 1,479 | $467.6K | 0.02% | +840+131.5% | Added |
| Proequities, Inc. | 1,468 | $464.1K | 0.04% | −30−2.0% | Reduced |
| Brave Asset Management Inc | 1,458 | $461.0K | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,449 | $458.0K | 0.02% | +610+72.7% | Added |
| Evercore Wealth Management, LLC | 1,444 | $456.5K | 0.01% | 00.0% | Unchanged |