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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 2,396 | $935.8K | 0.15% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 16,745 | $938.6K | 1.12% | +16,745 | New |
| Steward Partners Investment Advisory, LLC | 2,426 | $947.6K | 0.01% | +6+0.2% | Added |
| Asset Management Group, Inc. | 2,445 | $954.9K | 0.19% | −447−15.5% | Reduced |
| Triangle Securities Wealth Management | 2,456 | $959.3K | 0.30% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,467 | $964.0K | 0.00% | +59+2.5% | Added |
| Lake Street Advisors Group, LLC | 2,519 | $983.9K | 0.05% | +2,519 | New |
| Bahl & Gaynor Inc | 2,527 | $986.9K | 0.01% | −10−0.4% | Reduced |
| Capital Analysts, LLC | 2,530 | $988.0K | 0.05% | −60−2.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,540 | $992.0K | 0.01% | +2,540 | New |
| Adviser Investments LLC | 2,550 | $995.9K | 0.01% | +2,550 | New |
| Coldstream Capital Management Inc | 2,560 | $999.7K | 0.03% | +13+0.5% | Added |
| MAI Capital Management | 2,563 | $1.00M | 0.01% | +167+7.0% | Added |
| Meeder Advisory Services, Inc. | 2,577 | $1.01M | 0.12% | +238+10.2% | Added |
| Balyasny Asset Management LLC | 2,578 | $1.01M | 0.00% | +75+3.0% | Added |
| Horizon Investments, LLC | 2,589 | $1.01M | 0.03% | +1,494+136.4% | Added |
| SRS Capital Advisors, Inc. | 2,597 | $1.01M | 0.11% | −214−7.6% | Reduced |
| Bridges Investment Management Inc | 2,600 | $1.02M | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,616 | $1.02M | 0.55% | +2,616 | New |
| DoubleLine ETF Adviser LP | 2,625 | $1.03M | 0.30% | +195+8.0% | Added |
| Accretive Wealth Partners, LLC | 2,637 | $1.03M | 0.49% | −13−0.5% | Reduced |
| Oak Thistle LLC | 2,648 | $1.03M | 0.30% | −1,375−34.2% | Reduced |
| Avitas Wealth Management LLC | 2,660 | $1.04M | 0.17% | +97+3.8% | Added |
| Washington Trust Advisors, Inc. | 2,661 | $1.04M | 0.10% | −10−0.4% | Reduced |
| Hantz Financial Services, Inc. | 2,662 | $1.04M | 0.02% | +87+3.4% | Added |
| Epoch Investment Partners, Inc. | 2,673 | $1.04M | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,743 | $1.07M | 0.20% | +10.0% | Added |
| V-Square Quantitative Management LLC | 2,767 | $1.08M | 0.26% | +720+35.2% | Added |
| Veriti Management LLC | 2,794 | $1.09M | 0.10% | +484+21.0% | Added |
| Miracle Mile Advisors, LLC | 2,810 | $1.10M | 0.03% | +156+5.9% | Added |
| Smithfield Trust Co | 2,810 | $1.10M | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 2,848 | $1.11M | 0.02% | −24−0.8% | Reduced |
| Park Avenue Securities LLC | 2,861 | $1.12M | 0.02% | −106−3.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,877 | $1.12M | 0.21% | +347+13.7% | Added |
| Clearstead Advisors, LLC | 2,885 | $1.13M | 0.06% | +27+0.9% | Added |
| Moloney Securities Asset Management, LLC | 2,886 | $1.13M | 0.18% | +25+0.9% | Added |
| Monte Financial Group, LLC | 2,893 | $1.13M | 0.53% | −50−1.7% | Reduced |
| Advisory Services Network, LLC | 2,925 | $1.14M | 0.03% | −256−8.0% | Reduced |
| CWM, LLC | 2,960 | $1.16M | 0.01% | +304+11.4% | Added |
| Raymond James Trust N.A. | 2,960 | $1.16M | 0.03% | +77+2.7% | Added |
| Principal Securities, Inc. | 2,967 | $1.16M | 0.04% | +2,967 | New |
| Key Financial Inc | 2,984 | $1.17M | 0.32% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,000 | $1.17M | 0.56% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,015 | $1.18M | 0.15% | −1,094−26.6% | Reduced |
| Anchor Investment Management, LLC | 3,040 | $1.19M | 0.14% | −80−2.6% | Reduced |
| CAPROCK Group, Inc. | 3,062 | $1.20M | 0.08% | +99+3.3% | Added |
| NEOS Investment Management LLC | 3,085 | $1.20M | 0.11% | +629+25.6% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.21M | 0.23% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,114 | $1.22M | 0.03% | +1,079+53.0% | Added |
| Knollwood Investment Advisory, LLC | 3,150 | $1.23M | 0.26% | +3,150 | New |
| Nomura Holdings Inc | 3,162 | $1.23M | 0.01% | +3,162 | New |
| HM Payson & Co | 3,182 | $1.24M | 0.03% | +320+11.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,186 | $1.24M | 0.01% | −39−1.2% | Reduced |
| Pinnacle Financial Partners Inc | 3,221 | $1.26M | 0.03% | −91−2.7% | Reduced |
| Savant Capital, LLC | 3,239 | $1.27M | 0.02% | +744+29.8% | Added |
| TD Waterhouse Canada Inc. | 3,327 | $1.27M | 0.01% | +88+2.7% | Added |
| Hills Bank & Trust Co | 3,293 | $1.29M | 0.13% | −13−0.4% | Reduced |
| Clark Capital Management Group, Inc. | 3,315 | $1.29M | 0.01% | +3,315 | New |
| Redmond Asset Management, LLC | 3,336 | $1.30M | 0.42% | −219−6.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,377 | $1.32M | 0.00% | +2,065+157.4% | Added |
| National Asset Management, Inc. | 3,398 | $1.33M | 0.04% | −65−1.9% | Reduced |
| Telemus Capital, LLC | 3,398 | $1.33M | 0.11% | −183−5.1% | Reduced |
| Cypress Capital Group | 3,421 | $1.34M | 0.17% | −5−0.1% | Reduced |
| AXS Investments LLC | 3,422 | $1.34M | 0.32% | −277−7.5% | Reduced |
| Equitable Trust Co | 3,444 | $1.35M | 0.10% | −81−2.3% | Reduced |
| Private Advisor Group, LLC | 3,455 | $1.35M | 0.01% | +582+20.3% | Added |
| Davenport & Co LLC | 3,475 | $1.36M | 0.01% | +103+3.1% | Added |
| Impax Asset Management Group plc | 3,476 | $1.36M | 0.01% | −113−3.1% | Reduced |
| Marshall Financial Group LLC | 3,501 | $1.37M | 0.44% | +2,221+173.5% | Added |
| Walleye Trading LLC | 3,526 | $1.38M | 0.02% | −5,578−61.3% | Reduced |
| Waldron Private Wealth LLC | 3,550 | $1.39M | 0.07% | +76+2.2% | Added |
| Sawtooth Solutions, LLC | 3,564 | $1.39M | 0.04% | −19−0.5% | Reduced |
| Wealthsource Partners, LLC | 3,568 | $1.39M | 0.09% | +46+1.3% | Added |
| Bleakley Financial Group, LLC | 3,571 | $1.39M | 0.04% | −12−0.3% | Reduced |
| Vestcor Inc | 3,572 | $1.40M | 0.05% | −35−1.0% | Reduced |
| Sepio Capital, LP | 3,598 | $1.41M | 0.12% | −29−0.8% | Reduced |
| Alberta Investment Management Corp | 3,600 | $1.41M | 0.01% | −112,281−96.9% | Reduced |
| Donoghue Forlines LLC | 3,654 | $1.43M | 0.45% | +3,654 | New |
| Long Road Investment Counsel, LLC | 3,679 | $1.44M | 0.60% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.46M | 0.56% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,795 | $1.47M | 0.11% | +3,795 | New |
| Citizens Financial Group Inc | 3,822 | $1.49M | 0.05% | −52−1.3% | Reduced |
| Angeles Wealth Management, LLC | 3,835 | $1.50M | 0.18% | +88+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,838 | $1.50M | 0.09% | +1,456+61.1% | Added |
| FJ Investments, LLC | 3,844 | $1.50M | 0.07% | +3,844 | New |
| Value Partners Investments Inc. | 3,847 | $1.50M | 0.12% | +269+7.5% | Added |
| Investment Management Corp of Ontario | 3,859 | $1.51M | 0.04% | +3,859 | New |
| Signaturefd, LLC | 3,873 | $1.51M | 0.03% | +210+5.7% | Added |
| Level Four Advisory Services, LLC | 3,890 | $1.52M | 0.09% | −184−4.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,911 | $1.53M | 0.61% | −350−8.2% | Reduced |
| Texas Yale Capital Corp. | 3,930 | $1.53M | 0.07% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,970 | $1.55M | 0.21% | −1,380−25.8% | Reduced |
| Cetera Advisors LLC | 3,977 | $1.55M | 0.02% | +219+5.8% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.56M | 0.61% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,004 | $1.56M | 0.04% | +20+0.5% | Added |
| Accent Capital Management, LLC | 4,005 | $1.56M | 1.23% | +4,005 | New |
| Quantinno Capital Management LP | 4,110 | $1.60M | 0.06% | +611+17.5% | Added |
| Essex Savings Bank | 4,134 | $1.61M | 0.47% | −9−0.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,166 | $1.63M | 0.04% | +3+0.1% | Added |
| Rodgers Brothers Inc. | 4,228 | $1.65M | 0.26% | +3+0.1% | Added |