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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cercano Management LLC | 169,948 | $66.4M | 2.19% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 170,569 | $66.6M | 0.05% | −2,926−1.7% | Reduced |
| GFI Investment Counsel Ltd. | 171,911 | $67.1M | 9.28% | −7,375−4.1% | Reduced |
| Ninety One North America, Inc. | 174,723 | $68.2M | 3.33% | −28,996−14.2% | Reduced |
| Triple Frond Partners LLC | 174,753 | $68.3M | 8.12% | +51,109+41.3% | Added |
| Barr E S & Co | 177,364 | $69.3M | 4.70% | −4,955−2.7% | Reduced |
| Alliancebernstein L.P. | 186,193 | $72.7M | 0.03% | −5,130−2.7% | Reduced |
| Bristol John W & Co Inc | 187,086 | $73.1M | 1.34% | −9,396−4.8% | Reduced |
| FIL Ltd | 187,239 | $73.1M | 0.08% | −8,067−4.1% | Reduced |
| Ycg, LLC | 187,553 | $73.3M | 6.06% | +20.0% | Added |
| Troy Asset Management Ltd | 188,191 | $73.5M | 2.33% | −42,587−18.5% | Reduced |
| SEI Investments Co | 191,192 | $74.7M | 0.12% | +895+0.5% | Added |
| Chilton Investment Co LLC | 192,803 | $75.3M | 2.22% | −14,269−6.9% | Reduced |
| Congress Asset Management Co | 206,912 | $80.8M | 0.64% | +3,489+1.7% | Added |
| Natixis Advisors, L.P. | 208,580 | $81.5M | 0.21% | +10,394+5.2% | Added |
| KBC Group NV | 209,725 | $81.9M | 0.29% | −7,273−3.4% | Reduced |
| Two Sigma Advisers, LP | 213,700 | $83.5M | 0.20% | +119,000+125.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 213,890 | $83.5M | 0.91% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 223,255 | $87.2M | 0.04% | +726+0.3% | Added |
| Bank of Montreal | 227,447 | $89.0M | 0.05% | +50,417+28.5% | Added |
| Ameriprise Financial Inc | 238,904 | $93.3M | 0.03% | −2,339−1.0% | Reduced |
| Bristol Gate Capital Partners Inc. | 246,316 | $96.2M | 4.80% | −7,803−3.1% | Reduced |
| New York State Common Retirement Fund | 250,805 | $98.0M | 0.14% | −17,064−6.4% | Reduced |
| California State Teachers Retirement System | 261,164 | $102.0M | 0.14% | +1,876+0.7% | Added |
| Qube Research & Technologies Ltd | 272,987 | $106.6M | 0.24% | −212,613−43.8% | Reduced |
| AXA S.A. | 293,587 | $114.7M | 0.37% | −1100.0% | Reduced |
| National Pension Service | 294,059 | $114.8M | 0.16% | +6,218+2.2% | Added |
| California Public Employees Retirement System | 296,409 | $115.8M | 0.09% | −5,095−1.7% | Reduced |
| King Luther Capital Management Corp | 301,963 | $117.9M | 0.57% | −25,150−7.7% | Reduced |
| HighTower Advisors, LLC | 308,845 | $120.6M | 0.20% | +9,002+3.0% | Added |
| Newport Trust Co | 308,941 | $120.7M | 0.32% | −2,843−0.9% | Reduced |
| Two Sigma Investments, LP | 315,688 | $123.3M | 0.30% | +160,929+104.0% | Added |
| Aviva PLC | 319,324 | $124.7M | 0.45% | +23,571+8.0% | Added |
| Flossbach Von Storch AG | 324,470 | $126.7M | 0.58% | −29,079−8.2% | Reduced |
| Rhumbline Advisers | 325,423 | $127.1M | 0.13% | −3,616−1.1% | Reduced |
| Sarasin & Partners LLP | 326,609 | $127.6M | 1.40% | −25,187−7.2% | Reduced |
| Capital International Investors | 329,729 | $128.8M | 0.03% | +1220.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 331,801 | $129.6M | 0.31% | −30,845−8.5% | Reduced |
| Employees Provident Fund Board | 350,946 | $137.1M | 2.68% | −93,104−21.0% | Reduced |
| Eagle Asset Management Inc | 354,013 | $138.3M | 0.74% | +438+0.1% | Added |
| APG Asset Management N.V. | 401,831 | $142.1M | 0.28% | +10,199+2.6% | Added |
| UBS Group AG | 381,016 | $148.8M | 0.06% | +199,471+109.9% | Added |
| Schroder Investment Management Group | 388,046 | $151.6M | 0.20% | +102,422+35.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 393,699 | $153.8M | 0.11% | −9,104−2.3% | Reduced |
| Manning & Napier Group, LLC | 399,810 | $156.1M | 1.85% | −18,808−4.5% | Reduced |
| Price T Rowe Associates Inc | 415,497 | $162.3M | 0.02% | −227,772−35.4% | Reduced |
| Credit Suisse AG | 423,413 | $165.4M | 0.16% | −93,085−18.0% | Reduced |
| HSBC Holdings PLC | 424,019 | $165.6M | 0.15% | −19,114−4.3% | Reduced |
| Jensen Investment Management Inc | 426,966 | $166.8M | 1.26% | −238,221−35.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 520,388 | $195.3M | 0.34% | +25,869+5.2% | Added |
| Marshfield Associates | 514,846 | $201.1M | 4.08% | +56,456+12.3% | Added |
| Cantillon Capital Management LLC | 520,670 | $203.4M | 1.36% | −12,789−2.4% | Reduced |
| First Trust Advisors LP | 526,892 | $205.8M | 0.22% | +7,083+1.4% | Added |
| Bank of America Corp | 535,442 | $209.1M | 0.02% | −38,520−6.7% | Reduced |
| Russell Investments Group, Ltd. | 542,549 | $211.9M | 0.38% | −32,121−5.6% | Reduced |
| DF Dent & Co Inc | 545,687 | $213.1M | 2.82% | −88,172−13.9% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 547,339 | $213.8M | 5.35% | −595,693−52.1% | Reduced |
| Voya Investment Management LLC | 569,328 | $222.4M | 0.23% | −452,501−44.3% | Reduced |
| Franklin Resources Inc | 576,130 | $225.0M | 0.11% | −31,119−5.1% | Reduced |
| Storebrand Asset Management AS | 584,170 | $228.2M | 0.82% | +471,549+418.7% | Added |
| JPMorgan Chase & Co | 616,774 | $240.9M | 0.02% | +387,560+169.1% | Added |
| Allen Investment Management LLC | 640,872 | $250.3M | 3.34% | +64,208+11.1% | Added |
| Amundi | 673,151 | $251.1M | 0.11% | −228,551−25.3% | Reduced |
| Dimensional Fund Advisors LP | 679,237 | $265.3M | 0.08% | +14,344+2.2% | Added |
| Barclays PLC | 687,731 | $268.6M | 0.14% | +273,402+66.0% | Added |
| Nuveen Asset Management, LLC | 696,030 | $271.8M | 0.09% | +48,590+7.5% | Added |
| Royal Bank of Canada | 699,487 | $273.2M | 0.07% | −20,604−2.9% | Reduced |
| Ako Capital LLP | 712,793 | $278.4M | 3.96% | −18,636−2.5% | Reduced |
| Winslow Capital Management, LLC | 718,632 | $280.7M | 1.16% | −40,665−5.4% | Reduced |
| Neuberger Berman Group LLC | 806,599 | $315.0M | 0.27% | −15,203−1.8% | Reduced |
| Altarock Partners LLC | 810,635 | $316.6M | 7.06% | +466,201+135.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 814,344 | $318.1M | 0.55% | −72,613−8.2% | Reduced |
| Brown Advisory Inc | 858,495 | $335.3M | 0.47% | +115,359+15.5% | Added |
| Invesco Ltd. | 874,589 | $341.6M | 0.08% | +48,592+5.9% | Added |
| Charles Schwab Investment Management Inc | 898,117 | $350.8M | 0.09% | +24,335+2.8% | Added |
| UBS Asset Management Americas Inc | 1,003,540 | $391.9M | 0.15% | +25,784+2.6% | Added |
| Deutsche Bank AG | 1,212,301 | $473.5M | 0.24% | +82,476+7.3% | Added |
| Legal & General Group Plc | 1,218,164 | $475.8M | 0.15% | +53,141+4.6% | Added |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 1,218,410 | $475.9M | 13.52% | 00.0% | Unchanged |
| Capital World Investors | 1,243,738 | $485.8M | 0.09% | +13,098+1.1% | Added |
| Massachusetts Financial Services Co | 1,249,725 | $488.1M | 0.16% | +122,172+10.8% | Added |
| Goldman Sachs Group Inc | 1,428,623 | $558.0M | 0.12% | +279,840+24.4% | Added |
| Jennison Associates LLC | 1,515,430 | $591.9M | 0.44% | +4,444+0.3% | Added |
| Principal Financial Group Inc | 1,551,167 | $605.8M | 0.39% | −430,650−21.7% | Reduced |
| Windacre Partnership LLC | 1,572,100 | $614.0M | 9.32% | +22,600+1.5% | Added |
| Northern Trust Corp | 1,580,335 | $617.2M | 0.11% | −81,663−4.9% | Reduced |
| Veritas Asset Management LLP | 1,591,921 | $621.7M | 4.48% | −639,750−28.7% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 1,669,589 | $652.1M | 10.70% | −24,351−1.4% | Reduced |
| Longview Partners (Guernsey) LTD | 1,712,560 | $668.9M | 4.46% | −124,981−6.8% | Reduced |
| StonePine Asset Management Inc. | 1,773,991 | $692.8M | 7.44% | +229,831+14.9% | Added |
| Norges Bank | 1,844,792 | $720.5M | 0.13% | +51,019+2.8% | Added |
| Ninety One UK Ltd | 1,916,009 | $748.3M | 2.23% | −3,009−0.2% | Reduced |
| Bank of New York Mellon Corp | 2,566,323 | $1.00B | 0.20% | +901,126+54.1% | Added |
| Geode Capital Management, LLC | 3,003,516 | $1.17B | 0.12% | +65,538+2.2% | Added |
| Baillie Gifford & Co | 3,638,551 | $1.42B | 1.13% | −153,121−4.0% | Reduced |
| Morgan Stanley | 3,897,250 | $1.52B | 0.13% | +70,484+1.8% | Added |
| Fiera Capital Corp | 3,927,405 | $1.53B | 4.71% | −460,070−10.5% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 4,776,940 | $1.87B | 15.70% | −317,706−6.2% | Reduced |
| FMR LLC | 5,419,700 | $2.12B | 0.16% | +1,118,447+26.0% | Added |
| State Street Corp | 6,861,429 | $2.68B | 0.13% | +331,080+5.1% | Added |