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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 1,380 | $537.1K | 0.00% | +130+10.4% | Added |
| Quadrant Capital Group LLC | 1,380 | $539.0K | 0.05% | −9−0.6% | Reduced |
| Charter Trust Co | 1,383 | $540.1K | 0.04% | −105−7.1% | Reduced |
| Panagora Asset Management Inc | 1,396 | $545.2K | 0.00% | −75,779−98.2% | Reduced |
| NorthRock Partners, LLC | 1,397 | $545.6K | 0.02% | +673+93.0% | Added |
| Argyle Capital Management Inc. | 1,400 | $546.8K | 0.23% | 00.0% | Unchanged |
| Lincoln National Corp | 1,427 | $557.4K | 0.01% | +80+5.9% | Added |
| Legacy Capital Wealth Partners, LLC | 1,434 | $560.1K | 0.16% | −78−5.2% | Reduced |
| Lido Advisors, LLC | 1,453 | $567.6K | 0.01% | +274+23.2% | Added |
| Brave Asset Management Inc | 1,463 | $571.4K | 0.16% | +5+0.3% | Added |
| Correct Capital Wealth Management | 1,463 | $571.4K | 0.14% | +1,463 | New |
| Castle Rock Wealth Management, LLC | 1,543 | $572.9K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,470 | $574.1K | 0.04% | −137−8.5% | Reduced |
| Cozad Asset Management Inc | 1,480 | $578.0K | 0.07% | −400−21.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,485 | $579.8K | 0.04% | −11,240−88.3% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $587.8K | 0.22% | 00.0% | Unchanged |
| Argent Trust Co | 1,507 | $588.6K | 0.03% | −1−0.1% | Reduced |
| Wealthspire Advisors, LLC | 1,512 | $590.6K | 0.01% | +1,512 | New |
| Empower Advisory Group, LLC | 1,529 | $597.2K | 0.00% | −2−0.1% | Reduced |
| Circle Wealth Management, LLC | 1,538 | $600.7K | 0.02% | +142+10.2% | Added |
| RMB Capital Management, LLC | 1,558 | $608.5K | 0.02% | +6+0.4% | Added |
| Ellevest, Inc. | 1,562 | $610.1K | 0.04% | −49−3.0% | Reduced |
| Simplex Trading, LLC | 1,612 | $629.0K | 0.02% | +264+19.6% | Added |
| Lakeview Capital Partners, LLC | 1,611 | $629.2K | 0.11% | +94+6.2% | Added |
| Penserra Capital Management LLC | 1,620 | $630.0K | 0.01% | −93−5.4% | Reduced |
| Syon Capital LLC | 1,615 | $630.8K | 0.06% | +431+36.4% | Added |
| Bartlett & Co. LLC | 1,624 | $634.0K | 0.01% | −575−26.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,624 | $634.4K | 0.01% | −575−26.1% | Reduced |
| Institute for Wealth Management, LLC. | 1,628 | $635.9K | 0.10% | +4+0.2% | Added |
| Valeo Financial Advisors, LLC | 1,633 | $637.8K | 0.03% | −465−22.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,642 | $641.0K | 0.07% | −5,751−77.8% | Reduced |
| Federated Hermes, Inc. | 1,645 | $642.5K | 0.00% | −122−6.9% | Reduced |
| Evercore Wealth Management, LLC | 1,659 | $647.9K | 0.01% | +215+14.9% | Added |
| Pacific Global Investment Management CO | 1,660 | $648.4K | 0.13% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,666 | $651.0K | 0.01% | +1,403+533.5% | Added |
| Sound View Wealth Advisors Group, LLC | 1,670 | $652.2K | 0.07% | +90+5.7% | Added |
| Two Sigma Securities, LLC | 1,682 | $656.9K | 0.03% | +1,682 | New |
| D.B. Root & Company, LLC | 1,694 | $661.6K | 0.24% | −269−13.7% | Reduced |
| IFP Advisors, Inc | 1,699 | $663.6K | 0.03% | +152+9.8% | Added |
| Dodge & Cox | 1,702 | $664.7K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,717 | $671.0K | 0.14% | −6−0.3% | Reduced |
| Wedmont Private Capital | 1,787 | $671.4K | 0.05% | +216+13.7% | Added |
| Walter & Keenan Financial Consulting Co | 1,724 | $673.3K | 0.24% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,737 | $678.4K | 0.01% | +330+23.5% | Added |
| High Net Worth Advisory Group LLC | 1,744 | $681.1K | 0.25% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,749 | $683.1K | 0.02% | −72−4.0% | Reduced |
| Ritholtz Wealth Management | 1,749 | $683.1K | 0.03% | +60+3.6% | Added |
| J. W. Coons Advisors, LLC | 1,750 | $683.5K | 0.18% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,775 | $693.0K | 0.00% | +988+125.5% | Added |
| J.W. Cole Advisors, Inc. | 1,783 | $696.6K | 0.04% | +4+0.2% | Added |
| Spinnaker Trust | 1,785 | $697.1K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,794 | $700.7K | 0.01% | −1−0.1% | Reduced |
| XTX Topco Ltd | 1,797 | $701.8K | 0.15% | −272−13.1% | Reduced |
| Trust Asset Management LLC | 1,820 | $710.8K | 0.07% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,821 | $711.0K | 0.05% | −28−1.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,843 | $719.8K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,849 | $722.1K | 0.12% | +1,849 | New |
| Choate Investment Advisors | 1,856 | $724.9K | 0.02% | +8+0.4% | Added |
| Personal Cfo Solutions, LLC | 1,866 | $728.9K | 0.13% | −259−12.2% | Reduced |
| Cornerstone Planning Group LLC | 1,867 | $729.0K | 0.24% | −595−24.2% | Reduced |
| Pegasus Partners Ltd. | 1,873 | $731.5K | 0.09% | −1,121−37.4% | Reduced |
| Fishman Jay A Ltd | 1,875 | $732.3K | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 1,886 | $736.7K | 0.02% | +69+3.8% | Added |
| Strategic Advocates LLC | 1,890 | $738.2K | 0.31% | +30+1.6% | Added |
| Patriot Investment Management Inc. | 1,890 | $738.2K | 0.06% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,912 | $746.8K | 0.20% | −62−3.1% | Reduced |
| Azzad Asset Management Inc | 1,930 | $753.9K | 0.10% | −367−16.0% | Reduced |
| Geller Advisors LLC | 1,944 | $759.2K | 0.07% | −20−1.0% | Reduced |
| Delta Investment Management, LLC | 1,960 | $765.4K | 0.19% | −415−17.5% | Reduced |
| Evergreen Capital Management LLC | 1,987 | $776.0K | 0.03% | −57−2.8% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $781.0K | 0.38% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,001 | $781.7K | 0.03% | −396−16.5% | Reduced |
| Johnson Investment Counsel Inc | 2,006 | $783.6K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,026 | $791.3K | 0.07% | −150−6.9% | Reduced |
| Sentry LLC | 2,042 | $797.5K | 0.17% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,067 | $807.3K | 0.30% | +727+54.3% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $808.5K | 0.17% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 2,100 | $820.2K | 0.48% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,106 | $822.6K | 0.08% | −288−12.0% | Reduced |
| OLIO Financial Planning | 2,124 | $829.8K | 0.35% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,127 | $830.8K | 0.01% | +2,127 | New |
| Profund Advisors LLC | 2,132 | $832.7K | 0.04% | +329+18.2% | Added |
| D.A. Davidson & Co. | 2,140 | $835.9K | 0.01% | +452+26.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,174 | $849.1K | 0.08% | −3,402−61.0% | Reduced |
| Oppenheimer & Co Inc | 2,192 | $856.1K | 0.02% | +250+12.9% | Added |
| CWA Asset Management Group, LLC | 2,199 | $858.9K | 0.06% | −37−1.7% | Reduced |
| Maple Capital Management, Inc. | 2,208 | $862.4K | 0.09% | −38−1.7% | Reduced |
| SRN Advisors, LLC | 2,210 | $863.1K | 0.77% | +2,210 | New |
| FDx Advisors, Inc. | 2,243 | $876.0K | 0.07% | +82+3.8% | Added |
| Rockline Wealth Management, LLC | 2,246 | $877.3K | 0.36% | +2,246 | New |
| Encompass Wealth Advisors, LLC | 2,250 | $878.8K | 0.26% | 00.0% | Unchanged |
| Central Trust Co | 2,264 | $884.2K | 0.02% | −79−3.4% | Reduced |
| Merit Financial Group, LLC | 2,274 | $888.0K | 0.03% | +825+56.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,288 | $897.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 2,300 | $898.3K | 0.15% | +87+3.9% | Added |
| HB Wealth Management, LLC | 2,340 | $913.9K | 0.01% | +26+1.1% | Added |
| First Hawaiian Bank | 2,345 | $915.9K | 0.03% | −19−0.8% | Reduced |
| Verition Fund Management LLC | 2,350 | $917.8K | 0.01% | +571+32.1% | Added |
| Credential Qtrade Securities Inc. | 2,373 | $926.8K | 0.06% | −130−5.2% | Reduced |
| Whittier Trust Co | 2,383 | $930.7K | 0.02% | −12−0.5% | Reduced |