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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 600 | $234.3K | 0.01% | +600 | New |
| EagleClaw Capital Managment, LLC | 600 | $234.3K | 0.05% | +600 | New |
| HCR Wealth Advisors | 600 | $234.3K | 0.04% | +600 | New |
| Pathway Financial Advisors LLC | 600 | $234.3K | 0.07% | +600 | New |
| Resolute Wealth Strategies, LLC | 600 | $234.3K | 0.16% | +600 | New |
| K.J. Harrison & Partners Inc | 604 | $235.9K | 0.04% | +604 | New |
| Integrated Advisors Network LLC | 608 | $237.5K | 0.01% | +608 | New |
| Forum Financial Management, LP | 614 | $239.8K | 0.00% | +614 | New |
| Little House Capital LLC | 616 | $240.6K | 0.09% | −45−6.8% | Reduced |
| Twin Lakes Capital Management, LLC | 619 | $241.8K | 0.17% | 00.0% | Unchanged |
| Howe & Rusling Inc | 621 | $242.5K | 0.03% | +621 | New |
| Gateway Advisory, LLC | 623 | $243.3K | 0.05% | +623 | New |
| McGlone Suttner Wealth Management, Inc. | 627 | $244.7K | 0.05% | +627 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 627 | $244.9K | 0.03% | +627 | New |
| VisionPoint Advisory Group, LLC | 630 | $246.1K | 0.09% | +338+115.8% | Added |
| EWG Elevate Inc. | 630 | $246.1K | 0.10% | +630 | New |
| Allworth Financial LP | 631 | $246.5K | 0.00% | +143+29.3% | Added |
| Ashton Thomas Private Wealth, LLC | 633 | $247.2K | 0.02% | +633 | New |
| FinTrust Capital Advisors, LLC | 634 | $247.6K | 0.05% | 00.0% | Unchanged |
| Saybrook Capital | 643 | $251.0K | 0.07% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 649 | $253.5K | 0.27% | −190−22.6% | Reduced |
| Relative Value Partners Group, LLC | 651 | $254.3K | 0.02% | +1+0.2% | Added |
| Childress Capital Advisors, LLC | 652 | $254.6K | 0.08% | +2+0.3% | Added |
| We Are One Seven, LLC | 653 | $255.0K | 0.01% | −930−58.7% | Reduced |
| Financial Advocates Investment Management | 655 | $255.9K | 0.02% | +655 | New |
| Petrus Trust Company, LTA | 658 | $257.0K | 0.02% | −394−37.5% | Reduced |
| Caldwell Trust Co | 660 | $257.8K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 661 | $258.2K | 0.04% | −106−13.8% | Reduced |
| Stratos Wealth Partners, LTD. | 665 | $259.9K | 0.00% | +12+1.8% | Added |
| Farther Finance Advisors, LLC | 666 | $260.1K | 0.02% | +308+86.0% | Added |
| Sharkey, Howes & Javer | 666 | $260.1K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 668 | $260.9K | 0.02% | +668 | New |
| West Family Investments, Inc. | 669 | $261.3K | 0.09% | +16+2.5% | Added |
| Cyndeo Wealth Partners, LLC | 671 | $261.9K | 0.02% | +13+2.0% | Added |
| McLean Asset Management Corp | 710 | $264.1K | 0.10% | −2−0.3% | Reduced |
| Wolverine Trading, LLC | 677 | $264.4K | 0.00% | −152−18.3% | Reduced |
| Smartleaf Asset Management LLC | 692 | $267.8K | 0.07% | +692 | New |
| FourThought Financial Partners, LLC | 686 | $267.9K | 0.03% | +1+0.1% | Added |
| Guyasuta Investment Advisors Inc | 686 | $267.9K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 688 | $268.7K | 0.02% | +22+3.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $273.4K | 0.12% | −300−30.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 700 | $273.4K | 0.04% | +2+0.3% | Added |
| Lannebo Fonder AB | 708 | $277.0K | 0.04% | +708 | New |
| Magellan Asset Management Ltd | 710 | $277.3K | 0.00% | +14+2.0% | Added |
| Machina Capital S.A.S. | 713 | $278.5K | 0.18% | −5,152−87.8% | Reduced |
| Carson Advisory Inc. | 720 | $281.2K | 0.22% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 722 | $282.0K | 0.03% | +10+1.4% | Added |
| Morris Financial Concepts, Inc. | 730 | $285.1K | 0.16% | 00.0% | Unchanged |
| 626 Financial, LLC | 740 | $289.0K | 0.19% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 740 | $289.0K | 0.02% | +35+5.0% | Added |
| Values Added Financial LLC | 742 | $289.8K | 0.24% | −115−13.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 742 | $289.8K | 0.26% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 745 | $291.0K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 746 | $291.4K | 0.07% | +746 | New |
| Loomis Sayles & Co L P | 754 | $294.0K | 0.00% | −117−13.4% | Reduced |
| Conning Inc. | 755 | $294.9K | 0.01% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 763 | $298.0K | 0.08% | +763 | New |
| WMS Partners, LLC | 763 | $298.0K | 0.02% | +763 | New |
| Smart Money Group LLC | 767 | $299.7K | 0.13% | +767 | New |
| Birch Hill Investment Advisors LLC | 770 | $300.7K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 770 | $300.8K | 0.01% | −8−1.0% | Reduced |
| LGT Fund Management Co Ltd. | 770 | $300.8K | 0.13% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 773 | $301.9K | 0.01% | +6+0.8% | Added |
| Addison Advisors LLC | 781 | $305.0K | 0.12% | +15+2.0% | Added |
| Pitcairn Co | 782 | $305.4K | 0.02% | −22−2.7% | Reduced |
| Zions Bancorporation, N.A. | 782 | $305.4K | 0.02% | +2+0.3% | Added |
| Fenimore Asset Management Inc | 787 | $307.4K | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 787 | $307.4K | 0.04% | +12+1.5% | Added |
| BSW Wealth Partners | 789 | $308.3K | 0.06% | +8+1.0% | Added |
| Flagship Harbor Advisors, LLC | 794 | $310.1K | 0.02% | −566−41.6% | Reduced |
| GSB Wealth Management, LLC | 794 | $310.1K | 0.10% | 00.0% | Unchanged |
| White Pine Capital LLC | 794 | $310.1K | 0.12% | +22+2.8% | Added |
| Allstate Corp | 797 | $311.3K | 0.02% | −30−3.6% | Reduced |
| Inceptionr LLC | 798 | $311.7K | 0.22% | +798 | New |
| Great Lakes Advisors, LLC | 799 | $312.1K | 0.00% | +799 | New |
| Atwood & Palmer Inc | 800 | $312.4K | 0.03% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 800 | $312.5K | 0.07% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 805 | $314.4K | 0.03% | +5+0.6% | Added |
| Abn Amro Investment Solutions | 815 | $318.3K | 0.01% | −94−10.3% | Reduced |
| Baldwin Brothers Inc | 815 | $318.3K | 0.03% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 819 | $319.9K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 820 | $320.3K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 824 | $321.8K | 0.03% | −10−1.2% | Reduced |
| Sentry Investment Management LLC | 825 | $322.0K | 0.14% | −89−9.7% | Reduced |
| American National Bank | 827 | $323.0K | 0.05% | −39−4.5% | Reduced |
| New Century Financial Group, LLC | 834 | $325.7K | 0.28% | +834 | New |
| Integrated Wealth Concepts LLC | 837 | $326.8K | 0.01% | −64−7.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 839 | $327.7K | 0.14% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 840 | $328.1K | 0.01% | +35+4.3% | Added |
| Legacy Financial Advisors, Inc. | 840 | $328.1K | 0.06% | +42+5.3% | Added |
| 4J Wealth Management LLC | 854 | $333.7K | 0.30% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 855 | $333.9K | 0.00% | +64+8.1% | Added |
| Great Valley Advisor Group, Inc. | 857 | $334.9K | 0.01% | +152+21.6% | Added |
| Transamerica Financial Advisors, Inc. | 857 | $335.0K | 0.05% | +767+852.2% | Added |
| Relyea Zuckerberg Hanson LLC | 863 | $337.1K | 0.07% | +148+20.7% | Added |
| Roanoke Asset Management Corp | 866 | $338.0K | 0.13% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 866 | $338.2K | 0.01% | −291−25.2% | Reduced |
| Western Wealth Management, LLC | 870 | $339.6K | 0.02% | +13+1.5% | Added |
| Abacus Planning Group, Inc. | 870 | $339.8K | 0.07% | −6−0.7% | Reduced |
| Sunflower Bank, N.A. | 876 | $342.1K | 0.08% | +14+1.6% | Added |