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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 2 sales; 1,415 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, Q4 2023

Institutional positions in Moodys Corp as of Dec 31, 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
1,104
+80 vs. Q3 2023
Shares held
168.8M
+424.9K (+0.3%) vs. Q3 2023
Total value
$65.9B
+$12.6B (+23.7%) vs. Q3 2023
New holders
145
363 more added
Sold out
65
418 more reduced

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,104 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ4 2023: $65.9B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q3 2023.

Institutions holding MCO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.0$50.00%0Unchanged
Dogwood Wealth Management LLC0$110.00%0New
Delos Wealth Advisors, LLC1$3910.00%00.0%Unchanged
Creative Capital Management Investments LLC1$3910.00%00.0%Unchanged
ClariVest Asset Management LLC2$7810.00%00.0%Unchanged
Tfo-TDC, LLC2$7810.00%00.0%Unchanged
Delta Asset Management LLC2$7810.00%+2New
POM Investment Strategies, LLC2$7810.00%+2New
Studio Investment Management LLC2$7820.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.17K0.00%−1−25.0%Reduced
Rakuten Securities, Inc.3$1.17K0.00%+3New
Fairman Group, LLC3$1.17K0.00%+3New
Perkins Coie Trust Co4$1.56K0.00%−3−42.9%Reduced
Global Financial Private Client, LLC4$1.56K0.00%00.0%Unchanged
Valued Wealth Advisors LLC5$1.58K0.00%+5New
Wolff Wiese Magana LLC5$1.95K0.00%00.0%Unchanged
Gradient Investments LLC6$2.34K0.00%00.0%Unchanged
Highline Wealth Partners LLC6$2.34K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$2.34K0.00%00.0%Unchanged
Tradition Wealth Management, LLC7$3.00K0.00%−1−12.5%Reduced
Independence Bank of Kentucky8$3.12K0.00%00.0%Unchanged
Aspire Private Capital, LLC8$3.12K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9$3.52K0.00%−3−25.0%Reduced
Prestige Wealth Management Group LLC9$3.52K0.00%00.0%Unchanged
SJS Investment Consulting Inc.9$3.52K0.00%+1+12.5%Added
Planning Capital Management Corp9$3.52K0.00%+9New
Dunhill Financial, LLC10$3.89K0.00%+10New
DiNuzzo Private Wealth, Inc.10$3.91K0.00%+10New
Plato Investment Management Ltd11$4.30K0.01%+11New
Jackson, Grant Investment Advisers, Inc.13$5.08K0.00%00.0%Unchanged
PFS Partners, LLC13$5.10K0.00%00.0%Unchanged
HighMark Wealth Management LLC15$5.86K0.00%00.0%Unchanged
Avalon Trust Co15$5.86K0.00%−226−93.8%Reduced
Motco16$6.25K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC16$6.25K0.00%00.0%Unchanged
Tyler-Stone Wealth Management16$6.25K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$6.25K0.01%+16New
Archer Investment Corp17$6.64K0.00%00.0%Unchanged
Fortitude Family Office, LLC17$6.64K0.00%+17New
Creative Financial Designs Inc17$6.75K0.00%00.0%Unchanged
Avion Wealth17$7.00K0.00%−10−37.0%Reduced
FSA Wealth Management LLC18$7.00K0.00%+18New
Parallax Volatility Advisers, L.P.19$7.42K0.00%−826−97.8%Reduced
GPS Wealth Strategies Group, LLC20$7.64K0.00%−20−50.0%Reduced
Bruce G. Allen Investments, LLC20$7.81K0.01%+20New
Valley National Advisers Inc23$8.00K0.00%+23New
NewSquare Capital LLC23$8.98K0.00%00.0%Unchanged
Legacy Bridge, LLC25$9.76K0.01%00.0%Unchanged
Eagle Bay Advisors LLC26$10.2K0.01%−5−16.1%Reduced
Aspect Partners, LLC27$10.5K0.01%+27New
Raffa Wealth Management, LLC28$10.9K0.00%00.0%Unchanged
Baystate Wealth Management LLC28$10.9K0.00%+28New
Moisand Fitzgerald Tamayo, LLC28$10.9K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.28$11.0K0.01%+28New
Logan Capital Management Inc29$11.3K0.00%−5−14.7%Reduced
Silicon Valley Capital Partners30$11.8K0.00%00.0%Unchanged
Sachetta, LLC31$12.1K0.01%+31New
REAP Financial Group, LLC32$12.3K0.00%+32New
Private Wealth Management Group, LLC32$12.5K0.01%+32New
Abound Wealth Management34$13.1K0.01%+3+9.7%Added
Larson Financial Group LLC34$13.1K0.00%+1+3.0%Added
Versant Capital Management, Inc35$13.7K0.00%+2+6.1%Added
Pin Oak Investment Advisors Inc36$14.0K0.01%00.0%Unchanged
Pineridge Advisors LLC38$14.8K0.00%+38New
Park Place Capital Corp44$17.2K0.01%00.0%Unchanged
Venturi Wealth Management, LLC44$17.2K0.00%+10+29.4%Added
Colonial Trust Advisors46$18.0K0.00%+38+475.0%Added
Asset Dedication, LLC47$18.0K0.00%00.0%Unchanged
GoalVest Advisory LLC47$18.4K0.01%−147−75.8%Reduced
DSM Capital Partners LLC48$18.7K0.00%+48New
GW&K Investment Management, LLC48$19.0K0.00%+4+9.1%Added
Tompkins Financial Corp50$19.5K0.00%00.0%Unchanged
AdvisorNet Financial, Inc54$21.1K0.00%+27+100.0%Added
Bogart Wealth, LLC54$21.1K0.00%+42+350.0%Added
Caitlin John, LLC56$21.9K0.02%+56New
Financial Management Professionals, Inc.59$23.0K0.00%00.0%Unchanged
Wesleyan Assurance Society60$23.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC69$26.9K0.00%+6+9.5%Added
Oakworth Capital, Inc.70$27.3K0.00%+25+55.6%Added
Ofi Invest Asset Management82$29.0K0.00%+3+3.8%Added
Sunbelt Securities, Inc.75$29.3K0.00%00.0%Unchanged
Core Alternative Capital78$30.5K0.01%−17−17.9%Reduced
Kapitalo Investimentos Ltda80$31.2K0.01%−62−43.7%Reduced
Ogorek Anthony Joseph84$32.0K0.01%00.0%Unchanged
Covestor Ltd82$32.0K0.02%+1+1.2%Added
Sugarloaf Wealth Management, LLC87$34.0K0.01%00.0%Unchanged
MV Capital Management, Inc.96$37.5K0.00%+7+7.9%Added
West Paces Advisors Inc.99$38.7K0.01%+24+32.0%Added
Compass Wealth Management LLC102$39.8K0.01%00.0%Unchanged
Spire Wealth Management103$39.8K0.00%+1+1.0%Added
Ancora Advisors, LLC102$40.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.104$40.6K0.00%−19−15.4%Reduced
City State Bank106$41.0K0.02%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC110$43.0K0.02%00.0%Unchanged
Quarry LP113$44.1K0.02%+7+6.6%Added
Leonteq Securities AG113$44.1K0.01%+113New
Arlington Partners LLC123$48.0K0.01%−30−19.6%Reduced
HWG Holdings LP128$50.0K0.02%00.0%Unchanged
Farmers & Merchants Investments Inc129$50.4K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC129$50.4K0.01%00.0%Unchanged