Moodys Corp

MCO

Exchange: NYSE
Industry: Services-Consumer Credit Reporting, Collection Agencies
SEC CIK: 0001059556

SEC filings (opens in a new tab)

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

Value heldQ4 2023: $65.9B

Institutions holding MCO and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,415	$71.7B
Q1 2026	1,387	$70.1B
Q4 2025	1,425	$83.1B
Q3 2025	1,337	$77.0B
Q2 2025	1,347	$82.9B
Q1 2025	1,315	$77.5B
Q4 2024	1,303	$78.2B
Q3 2024	1,209	$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.

Institutions holding MCO in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
St Germain D J Co Inc	130	$50.8K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	131	$51.2K	0.01%	+6+4.8%	Added
Deseret Mutual Benefit Administrators	132	$51.6K	0.03%	−61−31.6%	Reduced
Advantage Trust Co	133	$51.9K	0.04%	+133	New
Atlas Capital Advisors LLC	134	$52.3K	0.01%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	134	$52.3K	0.01%	+134	New
Trust Co of Vermont	146	$57.0K	0.00%	−971−86.9%	Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA	150	$58.6K	0.03%	+150	New
Raleigh Capital Management Inc.	150	$58.7K	0.03%	+28+23.0%	Added
Spartan Planning & Wealth Management	151	$59.0K	0.06%	−80−34.6%	Reduced
Princeton Global Asset Management LLC	154	$60.1K	0.02%	00.0%	Unchanged
Geo Capital Gestora de Recursos Ltd	157	$61.0K	0.07%	−16−9.2%	Reduced
Silvant Capital Management LLC	157	$61.3K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	158	$61.7K	0.01%	00.0%	Unchanged
Turtle Creek Wealth Advisors, LLC	163	$63.7K	0.02%	+163	New
Sandy Spring Bank	173	$67.7K	0.00%	−95−35.4%	Reduced
Close Asset Management Ltd	175	$68.0K	0.00%	−75−30.0%	Reduced
State of Wyoming	177	$69.1K	0.01%	−81−31.4%	Reduced
Global Retirement Partners, LLC	192	$73.3K	0.00%	−3−1.5%	Reduced
PEAK6 Investments LLC	192	$75.0K	0.00%	−1,287−87.0%	Reduced
Harel Insurance Investments & Financial Services Ltd.	200	$77.0K	0.00%	00.0%	Unchanged
M&R Capital Management Inc	200	$78.1K	0.02%	00.0%	Unchanged
MB, Levis & Associates, LLC	200	$78.1K	0.04%	00.0%	Unchanged
Tobam	211	$82.0K	0.01%	+201+2,010.0%	Added
TFC Financial Management	230	$89.8K	0.02%	−1−0.4%	Reduced
Sound Income Strategies, LLC	232	$90.6K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	233	$91.0K	0.03%	+1+0.4%	Added
North Star Investment Management Corp.	244	$95.3K	0.01%	00.0%	Unchanged
South State Corp.	245	$95.7K	0.01%	−60−19.7%	Reduced
Veritas Investment Partners (UK) Ltd.	250	$97.6K	0.00%	00.0%	Unchanged
Evergreen Private Wealth LLC	258	$100.8K	0.05%	+258	New
Atticus Wealth Management, LLC	265	$103.5K	0.04%	00.0%	Unchanged
Resources Management Corp	266	$104.0K	0.02%	00.0%	Unchanged
Hexagon Capital Partners LLC	275	$107.4K	0.03%	+19+7.4%	Added
GWM Advisors LLC	285	$111.2K	0.00%	−2−0.7%	Reduced
JNBA Financial Advisors	300	$117.2K	0.01%	00.0%	Unchanged
Your Advocates Ltd., LLP	300	$117.2K	0.05%	00.0%	Unchanged
Salem Investment Counselors Inc	303	$118.3K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	305	$119.1K	0.00%	+124+68.5%	Added
First Foundation Advisors	317	$123.8K	0.01%	−501−61.2%	Reduced
Massmutual Trust Co FSB	325	$126.9K	0.00%	+47+16.9%	Added
EverSource Wealth Advisors, LLC	326	$127.3K	0.01%	+31+10.5%	Added
Parkside Financial Bank & Trust	328	$128.1K	0.02%	+18+5.8%	Added
Quent Capital, LLC	329	$128.4K	0.02%	+4+1.2%	Added
Disciplined Equity Management, Inc.	332	$129.7K	0.09%	+332	New
Grove Bank & Trust	338	$132.0K	0.02%	00.0%	Unchanged
Johnson Financial Group, Inc.	339	$132.4K	0.01%	+339	New
GAMMA Investing LLC	355	$139.2K	0.04%	+355	New
GeoWealth Management, LLC	362	$141.0K	0.01%	+307+558.2%	Added
Private Trust Co NA	367	$143.3K	0.02%	+44+13.6%	Added
Livforsakringsbolaget Skandia, Omsesidigt	380	$148.4K	0.01%	+58+18.0%	Added
Harbour Investments, Inc.	397	$155.1K	0.01%	+83+26.4%	Added
Birchbrook, Inc.	400	$156.2K	0.10%	+400	New
Hamilton Capital Partners Inc.	400	$156.2K	0.03%	+400	New
Ronald Blue Trust, Inc.	505	$160.0K	0.00%	−759−60.0%	Reduced
Quest Partners LLC	411	$160.5K	0.03%	+411	New
Systematic Alpha Investments, LLC	416	$162.5K	0.01%	00.0%	Unchanged
Arlington Trust Co LLC	421	$164.4K	0.05%	+268+175.2%	Added
Islay Capital Management, LLC	443	$173.0K	0.14%	−6−1.3%	Reduced
CVA Family Office, LLC	450	$175.8K	0.03%	+450	New
Manchester Capital Management LLC	459	$179.3K	0.02%	+30+7.0%	Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	465	$181.6K	0.01%	00.0%	Unchanged
PGGM Investments	500	$195.0K	0.00%	+500	New
Clean Yield Group	500	$195.3K	0.08%	00.0%	Unchanged
Paradigm Asset Management Co LLC	500	$195.3K	0.05%	00.0%	Unchanged
Alta Advisers Ltd	500	$195.3K	0.10%	00.0%	Unchanged
Glassman Wealth Services	507	$198.0K	0.03%	−212−29.5%	Reduced
Quotient Wealth Partners, LLC	517	$201.9K	0.01%	+517	New
Human Investing LLC	522	$203.7K	0.04%	+522	New
Ascent Group, LLC	509	$204.2K	0.02%	+509	New
Chesapeake Wealth Management	525	$205.0K	0.08%	+525	New
Regent Peak Wealth Advisors LLC	527	$205.8K	0.06%	+527	New
Reliant Investment Management, LLC	528	$206.2K	0.10%	+528	New
Lion Street Advisors, LLC	531	$207.4K	0.08%	+531	New
Alpha Cubed Investments, LLC	533	$208.2K	0.01%	+533	New
Prosperity Wealth Management, Inc.	533	$208.2K	0.14%	+533	New
Rothschild Investment LLC	535	$208.9K	0.02%	+535	New
Bridgefront Capital, LLC	536	$209.3K	0.16%	+536	New
Cypress Asset Management Inc	540	$210.9K	0.06%	+540	New
Trust Point Inc.	549	$214.4K	0.02%	+549	New
Kathmere Capital Management, LLC	552	$215.6K	0.03%	+552	New
Claret Asset Management Corp	554	$216.0K	0.04%	+554	New
NBC Securities, Inc.	556	$217.0K	0.02%	−18−3.1%	Reduced
Advisory Alpha, LLC	563	$219.9K	0.01%	+563	New
Camden Capital, LLC	566	$221.2K	0.02%	+566	New
International Assets Investment Management, LLC	567	$221.4K	0.03%	−117−17.1%	Reduced
Carlson Capital Management	568	$221.8K	0.01%	+568	New
Putnam Investments LLC	570	$222.6K	0.00%	+570	New
Tyche Wealth Partners LLC	576	$225.0K	0.05%	+576	New
Aigen Investment Management, LP	576	$225.0K	0.04%	+576	New
JTC Employer Solutions Trusteee Ltd	579	$226.0K	0.02%	00.0%	Unchanged
Summit Global Investments	581	$227.0K	0.01%	+581	New
Kowal Investment Group, LLC	582	$227.4K	0.05%	+582	New
Stanley-Laman Group, Ltd.	584	$228.1K	0.03%	+584	New
Accurate Wealth Management, LLC	606	$228.2K	0.07%	+606	New
Dynamic Advisor Solutions LLC	618	$229.8K	0.01%	+618	New
L2 Asset Management, LLC	599	$233.9K	0.10%	+599	New
First National Bank & Trust Co of Newtown	600	$234.3K	0.05%	+600	New
Monarch Capital Management Inc	600	$234.3K	0.07%	+600	New
Burke & Herbert Bank & Trust Co	600	$234.3K	0.17%	+600	New