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 |
|---|---|---|---|---|---|
| Partners Capital Investment Group, LLP | 878 | $342.9K | 0.01% | −141−13.8% | Reduced |
| Abbrea Capital, LLC | 880 | $344.0K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 881 | $344.1K | 0.16% | −218−19.8% | Reduced |
| Seeds Investor LLC | 885 | $345.5K | 0.39% | +885 | New |
| Kathleen S. Wright Associates Inc. | 900 | $347.3K | 0.18% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 890 | $347.7K | 0.01% | +54+6.5% | Added |
| Harvest Fund Management Co., Ltd | 890 | $348.0K | 0.05% | −37−4.0% | Reduced |
| Invesco, LLC | 893 | $348.8K | 0.16% | −5−0.6% | Reduced |
| Optiver Holding B.V. | 893 | $348.8K | 0.01% | +893 | New |
| Crestmont Private Wealth LLC | 894 | $349.2K | 0.18% | −10−1.1% | Reduced |
| Prosperity Consulting Group, LLC | 899 | $351.1K | 0.12% | +196+27.9% | Added |
| Fort Point Capital Partners LLC | 903 | $352.7K | 0.05% | +6+0.7% | Added |
| KG&L Capital Management,LLC | 911 | $355.8K | 0.15% | +911 | New |
| Capital Advisors, Ltd. LLC | 911 | $356.0K | 0.05% | +50+5.8% | Added |
| Virtu Financial LLC | 913 | $357.0K | 0.03% | −754−45.2% | Reduced |
| Fidelis Capital Partners, LLC | 918 | $358.5K | 0.08% | −5−0.5% | Reduced |
| Castleview Partners, LLC | 920 | $359.3K | 0.25% | +4+0.4% | Added |
| Eqis Capital Management, Inc. | 927 | $361.9K | 0.03% | +74+8.7% | Added |
| Mesirow Financial Investment Management, Inc. | 928 | $362.3K | 0.01% | +928 | New |
| Rice Hall James & Associates, LLC | 928 | $362.4K | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 930 | $363.0K | 0.04% | −17−1.8% | Reduced |
| Boothbay Fund Management, LLC | 931 | $363.6K | 0.01% | −451−32.6% | Reduced |
| Shelton Capital Management | 931 | $363.6K | 0.01% | −82−8.1% | Reduced |
| Auto-Owners Insurance Co | 933 | $364.4K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 935 | $365.2K | 0.12% | −40−4.1% | Reduced |
| Invictus Private Wealth, LLC | 946 | $369.5K | 0.04% | −18−1.9% | Reduced |
| Pettee Investors, Inc. | 946 | $369.5K | 0.16% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 946 | $369.5K | 0.04% | +243+34.6% | Added |
| Baxter Bros Inc | 949 | $370.6K | 0.05% | 00.0% | Unchanged |
| Balboa Wealth Partners | 949 | $370.8K | 0.12% | −11−1.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 953 | $372.2K | 0.01% | +953 | New |
| Shearwater Capital LLC | 964 | $376.6K | 0.30% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 969 | $378.5K | 0.22% | −15−1.5% | Reduced |
| PDS Planning, Inc | 979 | $382.4K | 0.04% | −36−3.5% | Reduced |
| NBT Bank N A | 981 | $383.1K | 0.03% | +8+0.8% | Added |
| Coastal Investment Advisors, Inc. | 997 | $389.2K | 0.09% | +31+3.2% | Added |
| Resurgent Financial Advisors LLC | 999 | $390.2K | 0.24% | +50+5.3% | Added |
| Atlantic Trust, LLC | 999 | $390.2K | 0.11% | +921+1,180.8% | Added |
| Beese Fulmer Investment Management, Inc. | 1,005 | $392.5K | 0.04% | +5+0.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,005 | $392.5K | 0.25% | +1,005 | New |
| Cipher Capital LP | 1,006 | $392.9K | 0.13% | +240+31.3% | Added |
| Trexquant Investment LP | 1,014 | $396.0K | 0.01% | −40,312−97.5% | Reduced |
| Moneta Group Investment Advisors LLC | 1,020 | $398.4K | 0.01% | −28−2.7% | Reduced |
| Mayfair Advisory Group, LLC | 1,050 | $400.9K | 0.34% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,035 | $404.2K | 0.05% | −230−18.2% | Reduced |
| Avantax Advisory Services, Inc. | 1,036 | $404.8K | 0.00% | +31+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,038 | $405.4K | 0.03% | −20−1.9% | Reduced |
| Broadleaf Partners, LLC | 1,040 | $406.2K | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,041 | $406.5K | 0.02% | −82−7.3% | Reduced |
| Skopos Labs, Inc. | 1,042 | $407.0K | 0.19% | +1,042 | New |
| Carnegie Capital Asset Management, LLC | 1,044 | $407.7K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,047 | $408.9K | 0.03% | −9,211−89.8% | Reduced |
| Howland Capital Management LLC | 1,053 | $411.3K | 0.02% | +10+1.0% | Added |
| Synovus Financial Corp | 1,056 | $412.4K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,068 | $417.1K | 0.01% | −62−5.5% | Reduced |
| Stratos Wealth Advisors, LLC | 1,069 | $417.5K | 0.02% | +56+5.5% | Added |
| Aaron Wealth Advisors | 1,072 | $418.7K | 0.07% | +33+3.2% | Added |
| RFG Advisory, LLC | 1,079 | $421.5K | 0.02% | +42+4.1% | Added |
| TownSquare Capital, LLC | 1,080 | $421.8K | 0.01% | −1,161−51.8% | Reduced |
| Summit Trail Advisors, LLC | 1,084 | $423.4K | 0.01% | −25−2.3% | Reduced |
| Haverford Trust Co | 1,087 | $424.5K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 1,088 | $424.9K | 0.03% | +1,088 | New |
| Tributary Capital Management, LLC | 1,090 | $425.7K | 0.04% | −25−2.2% | Reduced |
| Cornerstone Advisory, LLC | 1,099 | $429.2K | 0.07% | +25+2.3% | Added |
| Advisors Preferred, LLC | 1,128 | $430.7K | 0.07% | −729−39.3% | Reduced |
| Patton Albertson Miller Group, LLC | 1,108 | $432.7K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 1,111 | $434.0K | 0.02% | −30−2.6% | Reduced |
| Hoylecohen, LLC | 1,122 | $438.2K | 0.04% | +1,122 | New |
| Golden State Equity Partners | 1,133 | $442.5K | 0.11% | +239+26.7% | Added |
| Proficio Capital Partners LLC | 1,148 | $448.2K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,162 | $453.8K | 0.40% | +62+5.6% | Added |
| Clifford Swan Investment Counsel LLC | 1,164 | $454.6K | 0.02% | +85+7.9% | Added |
| Connectus Wealth, LLC | 1,167 | $457.0K | 0.01% | +10+0.9% | Added |
| Exchange Traded Concepts, LLC | 1,176 | $459.3K | 0.01% | −173−12.8% | Reduced |
| PFG Advisors | 1,188 | $464.0K | 0.04% | −25−2.1% | Reduced |
| Park Edge Advisors, LLC | 1,190 | $464.8K | 0.16% | −95−7.4% | Reduced |
| Symmetry Partners, LLC | 1,198 | $468.0K | 0.03% | −545−31.3% | Reduced |
| Schechter Investment Advisors, LLC | 1,200 | $468.6K | 0.04% | −10−0.8% | Reduced |
| Snowden Capital Advisors LLC | 1,202 | $469.5K | 0.02% | +397+49.3% | Added |
| Westpac Banking Corp | 1,213 | $473.7K | 0.04% | −1,918−61.3% | Reduced |
| Legacy Private Trust Co. | 1,232 | $481.2K | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,233 | $481.6K | 0.01% | +1,233 | New |
| HTLF Bank | 1,240 | $484.3K | 0.06% | +1,240 | New |
| Fayez Sarofim & Co | 1,200 | $486.2K | 0.00% | −85−6.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $491.0K | 0.24% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,260 | $492.1K | 0.04% | +34+2.8% | Added |
| Scientech Research LLC | 1,261 | $492.5K | 0.49% | +1,261 | New |
| FineMark National Bank & Trust | 1,270 | $496.0K | 0.02% | +11+0.9% | Added |
| DDD Partners, LLC | 1,291 | $504.2K | 0.07% | −126−8.9% | Reduced |
| Worldquant Millennium Advisors LLC | 1,300 | $507.7K | 0.01% | −58,205−97.8% | Reduced |
| Baader Bank INC | 1,303 | $508.6K | 0.04% | −20−1.5% | Reduced |
| Summit Financial, LLC | 1,312 | $512.4K | 0.03% | +160+13.9% | Added |
| Proequities, Inc. | 1,321 | $515.9K | 0.04% | −147−10.0% | Reduced |
| Concurrent Investment Advisors, LLC | 1,330 | $519.1K | 0.02% | +1,330 | New |
| Global Endowment Management, LP | 1,340 | $523.4K | 0.06% | +1,340 | New |
| First Horizon Advisors, Inc. | 1,343 | $524.5K | 0.02% | −4−0.3% | Reduced |
| LVW Advisors, LLC | 1,345 | $525.3K | 0.10% | +660+96.4% | Added |
| Harbert Fund Advisors, Inc. | 1,350 | $527.3K | 0.36% | +1,350 | New |
| Mission Wealth Management, LP | 1,357 | $530.0K | 0.02% | +18+1.3% | Added |
| Unigestion Holding SA | 1,365 | $533.1K | 0.03% | −884−39.3% | Reduced |