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 |
|---|---|---|---|---|---|
| IMS Capital Management | 4,240 | $1.66M | 0.81% | −75−1.7% | Reduced |
| Bokf, NA | 4,294 | $1.68M | 0.03% | −200−4.5% | Reduced |
| Darwin Advisors, LLC | 4,297 | $1.68M | 0.45% | −5,425−55.8% | Reduced |
| Beacon Pointe Advisors, LLC | 4,331 | $1.69M | 0.02% | −287−6.2% | Reduced |
| ISAM Funds (UK) Ltd | 4,408 | $1.72M | 1.23% | +4,408 | New |
| Cambridge Investment Research Advisors, Inc. | 4,429 | $1.73M | 0.01% | +124+2.9% | Added |
| Apollon Wealth Management, LLC | 4,451 | $1.74M | 0.06% | +1,499+50.8% | Added |
| Credit Agricole S A | 4,453 | $1.74M | 0.04% | +2,969+200.1% | Added |
| Bessemer Group Inc | 4,457 | $1.74M | 0.00% | −276−5.8% | Reduced |
| Sterling Investment Management, Inc. | 4,464 | $1.74M | 1.28% | +878+24.5% | Added |
| Everence Capital Management Inc | 4,475 | $1.75M | 0.12% | −1,010−18.4% | Reduced |
| Graham Capital Management, L.P. | 4,503 | $1.76M | 0.06% | −1,522−25.3% | Reduced |
| Rossmore Private Capital | 4,600 | $1.80M | 0.25% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 4,637 | $1.81M | 0.47% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,696 | $1.83M | 0.05% | −7,315−60.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4,744 | $1.85M | 0.02% | +1,773+59.7% | Added |
| Blue Fin Capital, Inc. | 4,757 | $1.86M | 0.48% | −7−0.1% | Reduced |
| Brevan Howard Capital Management LP | 4,781 | $1.87M | 0.19% | +3,192+200.9% | Added |
| Diversified Trust Co | 4,799 | $1.87M | 0.06% | +1,363+39.7% | Added |
| SkyView Investment Advisors, LLC | 4,814 | $1.88M | 0.47% | −182−3.6% | Reduced |
| Parallel Advisors, LLC | 4,825 | $1.88M | 0.06% | +24+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 4,843 | $1.89M | 0.00% | +808+20.0% | Added |
| First National Advisers, LLC | 4,864 | $1.90M | 0.55% | +1,417+41.1% | Added |
| Assetmark, Inc | 4,885 | $1.91M | 0.01% | +822+20.2% | Added |
| Ingalls & Snyder LLC | 4,886 | $1.91M | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,969 | $1.94M | 0.15% | −120−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,982 | $1.95M | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,034 | $1.97M | 0.09% | −60−1.2% | Reduced |
| Motley Fool Asset Management LLC | 5,040 | $1.97M | 0.15% | +346+7.4% | Added |
| Legato Capital Management LLC | 5,129 | $2.00M | 0.26% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,188 | $2.03M | 0.22% | −25−0.5% | Reduced |
| General Partner, Inc. | 5,491 | $2.10M | 1.76% | 00.0% | Unchanged |
| Huntington National Bank | 5,397 | $2.11M | 0.02% | −79−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,444 | $2.13M | 0.11% | −56−1.0% | Reduced |
| Fairbanks Capital Management, Inc. | 5,487 | $2.14M | 1.53% | +279+5.4% | Added |
| Transcend Wealth Collective, LLC | 5,508 | $2.15M | 0.19% | −336−5.7% | Reduced |
| Empirical Finance, LLC | 5,544 | $2.17M | 0.15% | +27+0.5% | Added |
| Resources Investment Advisors, LLC. | 5,579 | $2.18M | 0.04% | −10−0.2% | Reduced |
| Point72 Middle East FZE | 5,604 | $2.19M | 0.15% | −7,958−58.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,607 | $2.19M | 0.15% | +43+0.8% | Added |
| Norinchukin Bank, The | 5,633 | $2.20M | 0.05% | −699−11.0% | Reduced |
| Exchange Capital Management, Inc. | 5,655 | $2.21M | 0.40% | −326−5.5% | Reduced |
| Change Path, LLC | 5,657 | $2.21M | 0.14% | +238+4.4% | Added |
| Saturna Capital CORP | 5,689 | $2.22M | 0.03% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 5,703 | $2.23M | 0.15% | +878+18.2% | Added |
| NewEdge Wealth, LLC | 5,730 | $2.24M | 0.06% | −47−0.8% | Reduced |
| MCF Advisors LLC | 5,798 | $2.26M | 0.19% | +1,214+26.5% | Added |
| Whittier Trust Co of Nevada Inc | 5,870 | $2.29M | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,876 | $2.29M | 0.03% | +2,031+52.8% | Added |
| Applied Capital LLC | 5,887 | $2.30M | 2.12% | −261−4.2% | Reduced |
| Baker Avenue Asset Management, LP | 5,928 | $2.32M | 0.10% | −37−0.6% | Reduced |
| Prudential PLC | 6,037 | $2.36M | 0.03% | −16−0.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 6,082 | $2.38M | 0.25% | 00.0% | Unchanged |
| Regions Financial Corp | 6,090 | $2.38M | 0.02% | −45−0.7% | Reduced |
| Meitav Dash Investments Ltd | 6,105 | $2.38M | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,107 | $2.39M | 0.15% | 00.0% | Unchanged |
| Commerce Bank | 6,165 | $2.41M | 0.02% | +135+2.2% | Added |
| Cetera Investment Advisers | 6,165 | $2.41M | 0.02% | +21+0.3% | Added |
| Atria Wealth Solutions, Inc. | 6,167 | $2.41M | 0.03% | +199+3.3% | Added |
| Toroso Investments, LLC | 6,266 | $2.45M | 0.06% | +48+0.8% | Added |
| Tiaa Trust, National Association | 6,286 | $2.46M | 0.01% | +10+0.2% | Added |
| Siemens Fonds Invest GmbH | 6,307 | $2.46M | 0.20% | +2,870+83.5% | Added |
| Brinker Capital Investments, LLC | 6,611 | $2.48M | 0.03% | −586−8.1% | Reduced |
| Orion Portfolio Solutions, LLC | 6,611 | $2.48M | 0.03% | −586−8.1% | Reduced |
| Greenleaf Trust | 6,383 | $2.49M | 0.03% | +490+8.3% | Added |
| Metropolitan Life Insurance Co | 6,407 | $2.50M | 0.12% | −123−1.9% | Reduced |
| AIA Group Ltd | 6,516 | $2.54M | 0.10% | +1,346+26.0% | Added |
| E. Ohman J:or Asset Management AB | 6,600 | $2.58M | 0.09% | −1,100−14.3% | Reduced |
| Keebeck Wealth Management, LLC | 6,617 | $2.58M | 0.43% | −130−1.9% | Reduced |
| Crawford Investment Counsel Inc | 6,670 | $2.61M | 0.05% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 6,715 | $2.62M | 0.66% | −4,042−37.6% | Reduced |
| Trust Co of Toledo NA | 6,750 | $2.64M | 0.45% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 6,767 | $2.64M | 0.37% | +20+0.3% | Added |
| Rathbone Brothers plc | 6,772 | $2.64M | 0.02% | −86−1.3% | Reduced |
| Gotham Asset Management, LLC | 6,810 | $2.66M | 0.05% | +3,064+81.8% | Added |
| Highland Capital Management, LLC | 6,812 | $2.66M | 0.17% | −19−0.3% | Reduced |
| Thrivent Financial for Lutherans | 6,848 | $2.67M | 0.01% | −90−1.3% | Reduced |
| Cetera Advisor Networks LLC | 6,897 | $2.69M | 0.01% | −1,085−13.6% | Reduced |
| Atria Investments LLC | 6,951 | $2.71M | 0.04% | −1,376−16.5% | Reduced |
| Olstein Capital Management, L.P. | 7,000 | $2.73M | 0.46% | −2,000−22.2% | Reduced |
| Kestra Private Wealth Services, LLC | 7,108 | $2.78M | 0.07% | +195+2.8% | Added |
| Kingfisher Capital LLC | 7,236 | $2.83M | 0.74% | −220−3.0% | Reduced |
| Kornitzer Capital Management Inc | 7,269 | $2.84M | 0.06% | −1,200−14.2% | Reduced |
| United Capital Financial Advisers, LLC | 7,341 | $2.87M | 0.02% | +792+12.1% | Added |
| Smith, Salley & Associates | 7,389 | $2.89M | 0.19% | +314+4.4% | Added |
| Groupama Asset Managment | 7,445 | $2.91M | 0.08% | +7,445 | New |
| Pine Valley Investments Ltd Liability Co | 7,504 | $2.93M | 0.25% | +1,694+29.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,508 | $2.93M | 0.01% | −308−3.9% | Reduced |
| Van Den Berg Management I, Inc | 7,510 | $2.93M | 0.97% | −229−3.0% | Reduced |
| Slow Capital, Inc. | 7,545 | $2.95M | 0.51% | −94−1.2% | Reduced |
| La Banque Postale Asset Management SA | 7,552 | $2.95M | 0.07% | +768+11.3% | Added |
| Windmill Hill Asset Management Ltd | 7,557 | $2.95M | 1.72% | +42+0.6% | Added |
| iA Global Asset Management Inc. | 7,569 | $2.96M | 0.07% | −2,171−22.3% | Reduced |
| Sendero Wealth Management, LLC | 7,597 | $2.97M | 0.56% | −34−0.4% | Reduced |
| Roundview Capital LLC | 7,635 | $2.98M | 0.27% | −173−2.2% | Reduced |
| Mercer Global Advisors Inc | 7,656 | $2.99M | 0.01% | +1,423+22.8% | Added |
| Yacktman Asset Management LP | 7,670 | $3.00M | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,711 | $3.01M | 0.10% | −7,829−50.4% | Reduced |
| Ieq Capital, LLC | 7,728 | $3.02M | 0.05% | +545+7.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,741 | $3.02M | 0.06% | +1,157+17.6% | Added |