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 3 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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 7,766 | $3.03M | 0.25% | −20.0% | Reduced |
| Boston Trust Walden Corp | 7,768 | $3.03M | 0.02% | −34−0.4% | Reduced |
| Ostrum Asset Management | 7,787 | $3.04M | 0.26% | +863+12.5% | Added |
| Citadel Investment Advisory, Inc. | 7,865 | $3.07M | 1.89% | 00.0% | Unchanged |
| Keybank National Association | 7,941 | $3.10M | 0.01% | +2,130+36.7% | Added |
| Wetherby Asset Management Inc | 7,956 | $3.11M | 0.16% | +351+4.6% | Added |
| Harbor Advisors LLC | 8,000 | $3.12M | 0.60% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,192 | $3.20M | 0.12% | 00.0% | Unchanged |
| Connable Office Inc | 8,444 | $3.30M | 0.40% | −47−0.6% | Reduced |
| Cinctive Capital Management LP | 8,620 | $3.37M | 0.24% | +8,620 | New |
| Chicago Partners Investment Group LLC | 8,697 | $3.39M | 0.16% | −1,304−13.0% | Reduced |
| AQR Capital Management LLC | 8,690 | $3.39M | 0.01% | −3,597−29.3% | Reduced |
| Cynosure Management, LLC | 8,804 | $3.44M | 0.62% | −43−0.5% | Reduced |
| Fortis Capital Management LLC | 9,028 | $3.53M | 0.90% | +5,478+154.3% | Added |
| Varma Mutual Pension Insurance Co | 9,200 | $3.59M | 0.04% | +9,200 | New |
| Banque Cantonale Vaudoise | 9,380 | $3.66M | 0.16% | +4,098+77.6% | Added |
| Northwest Investment Counselors, LLC | 9,447 | $3.69M | 0.99% | −20.0% | Reduced |
| Taylor Hoffman Wealth Management | 9,481 | $3.70M | 1.67% | +215+2.3% | Added |
| Louisiana State Employees Retirement System | 9,500 | $3.71M | 0.08% | −300−3.1% | Reduced |
| Addenda Capital Inc. | 9,594 | $3.75M | 0.15% | −82−0.8% | Reduced |
| Kerrisdale Advisers, LLC | 9,673 | $3.78M | 1.13% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 9,701 | $3.79M | 0.58% | 00.0% | Unchanged |
| Gabelli Funds LLC | 9,850 | $3.85M | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 9,875 | $3.86M | 0.09% | +2,959+42.8% | Added |
| First National Bank of Omaha | 9,884 | $3.86M | 0.24% | −1,547−13.5% | Reduced |
| Securian Asset Management, Inc | 9,958 | $3.89M | 0.11% | −1,336−11.8% | Reduced |
| KP Management LLC | 10,000 | $3.91M | 1.94% | +10,000 | New |
| AdvisorShares Investments LLC | 10,022 | $3.91M | 0.92% | +594+6.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $3.94M | 0.75% | +1,938+23.8% | Added |
| Fiduciary Alliance LLC | 10,092 | $3.94M | 0.78% | +83+0.8% | Added |
| Captrust Financial Advisors | 10,174 | $3.97M | 0.01% | +721+7.6% | Added |
| Claar Advisors LLC | 10,400 | $4.06M | 1.44% | −3,000−22.4% | Reduced |
| Teacher Retirement System of Texas | 10,435 | $4.08M | 0.03% | −27,008−72.1% | Reduced |
| JustInvest LLC | 10,501 | $4.10M | 0.11% | +38+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,519 | $4.11M | 0.01% | −1,695−13.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,542 | $4.12M | 0.07% | −2,124−16.8% | Reduced |
| Metis Global Partners, LLC | 10,592 | $4.14M | 0.16% | +231+2.2% | Added |
| Hartford Investment Management Co | 10,600 | $4.14M | 0.15% | −148−1.4% | Reduced |
| Ballentine Partners, LLC | 10,606 | $4.14M | 0.08% | +275+2.7% | Added |
| Okabena Investment Services Inc | 10,620 | $4.15M | 1.62% | −961−8.3% | Reduced |
| Wealthfront Advisers LLC | 10,681 | $4.17M | 0.02% | −902−7.8% | Reduced |
| Live Oak Private Wealth LLC | 10,731 | $4.19M | 0.79% | +419+4.1% | Added |
| QRG Capital Management, Inc. | 10,810 | $4.22M | 0.06% | +575+5.6% | Added |
| Guggenheim Capital LLC | 11,176 | $4.36M | 0.03% | +209+1.9% | Added |
| John G Ullman & Associates Inc | 11,207 | $4.38M | 0.69% | +357+3.3% | Added |
| Cubist Systematic Strategies, LLC | 11,215 | $4.38M | 0.05% | −82,157−88.0% | Reduced |
| Fogel Capital Management, Inc. | 11,110 | $4.42M | 3.38% | +11,110 | New |
| Picton Mahoney Asset Management | 11,405 | $4.46M | 0.21% | −9,450−45.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,414 | $4.46M | 0.01% | −44,549−79.6% | Reduced |
| Fiduciary Trust Co | 11,535 | $4.51M | 0.08% | −10.0% | Reduced |
| Cresset Asset Management, LLC | 11,677 | $4.56M | 0.03% | +3,093+36.0% | Added |
| Cornerstone Advisors, LLC | 11,800 | $4.61M | 0.20% | −2,400−16.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,805 | $4.61M | 0.10% | −159−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 11,829 | $4.62M | 0.10% | −9,208−43.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,993 | $4.68M | 0.01% | +1,319+12.4% | Added |
| Rockefeller Capital Management L.P. | 12,175 | $4.76M | 0.02% | +112+0.9% | Added |
| Tredje AP-fonden | 12,186 | $4.76M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 12,240 | $4.78M | 0.08% | −7,950−39.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 12,249 | $4.78M | 1.91% | +433+3.7% | Added |
| Centiva Capital, LP | 12,257 | $4.79M | 0.30% | +1,362+12.5% | Added |
| Cloverfields Capital Group, LP | 12,268 | $4.79M | 1.88% | +1,084+9.7% | Added |
| Lincoln Capital LLC | 12,309 | $4.81M | 1.17% | −50.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,335 | $4.81M | 0.06% | −10,104−45.0% | Reduced |
| Maryland State Retirement & Pension System | 12,352 | $4.82M | 0.10% | +231+1.9% | Added |
| Intech Investment Management LLC | 12,415 | $4.85M | 0.07% | +3,093+33.2% | Added |
| National Philanthropic Trust | 12,494 | $4.88M | 0.13% | +12,494 | New |
| Kentucky Retirement Systems | 12,592 | $4.92M | 0.15% | +131+1.1% | Added |
| Marshall Wace, LLP | 12,731 | $4.97M | 0.01% | −59,347−82.3% | Reduced |
| Pacer Advisors, Inc. | 12,748 | $4.98M | 0.01% | −15,754−55.3% | Reduced |
| Nordea Investment Management AB | 12,933 | $5.05M | 0.01% | −361−2.7% | Reduced |
| Totem Point Management, LLC | 13,024 | $5.09M | 6.59% | +1,402+12.1% | Added |
| Alps Advisors Inc | 13,028 | $5.09M | 0.04% | −143−1.1% | Reduced |
| Baird Financial Group, Inc. | 13,199 | $5.16M | 0.01% | −298−2.2% | Reduced |
| GTS Securities LLC | 13,475 | $5.26M | 0.11% | +9,691+256.1% | Added |
| Gulf International Bank (UK) Ltd | 13,598 | $5.31M | 0.15% | −1,630−10.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,631 | $5.32M | 0.05% | −607−4.3% | Reduced |
| Penbrook Management LLC | 13,750 | $5.37M | 3.61% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 14,419 | $5.63M | 0.15% | +597+4.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,493 | $5.66M | 0.07% | −1,436−9.0% | Reduced |
| Midwest Professional Planners, LTD. | 14,493 | $5.66M | 2.26% | +584+4.2% | Added |
| Crown Oak Advisors, LLC | 14,747 | $5.76M | 3.37% | +14,747 | New |
| Trium Capital LLP | 14,936 | $5.83M | 0.47% | −1,151−7.2% | Reduced |
| Bell Asset Management Ltd | 14,977 | $5.85M | 0.89% | −2,464−14.1% | Reduced |
| Bluegrass Capital Partners LP | 15,000 | $5.86M | 6.93% | −11,000−42.3% | Reduced |
| Donaldson Capital Management, LLC | 15,161 | $5.92M | 0.27% | +70.0% | Added |
| Macquarie Group Ltd | 15,522 | $6.06M | 0.01% | +3,983+34.5% | Added |
| Central Bank & Trust Co | 15,547 | $6.07M | 0.94% | −1,418−8.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,618 | $6.10M | 0.08% | +173+1.1% | Added |
| Duality Advisers, LP | 15,648 | $6.11M | 0.65% | +7,822+99.9% | Added |
| Vancity Investment Management Ltd | 15,675 | $6.12M | 0.90% | −3,932−20.1% | Reduced |
| Stanley Capital Management, LLC | 15,758 | $6.15M | 1.52% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 15,848 | $6.19M | 0.03% | −569−3.5% | Reduced |
| Ghe, LLC | 16,197 | $6.33M | 3.97% | +30.0% | Added |
| MML Investors Services, LLC | 16,399 | $6.41M | 0.03% | +1,176+7.7% | Added |
| Kinneret Advisory, LLC | 16,728 | $6.53M | 0.72% | −106−0.6% | Reduced |
| Daiwa Securities Group Inc. | 16,785 | $6.56M | 0.04% | +2,942+21.3% | Added |
| East Coast Asset Management, LLC. | 16,820 | $6.57M | 2.68% | −174−1.0% | Reduced |
| State of Alaska, Department of Revenue | 17,000 | $6.64M | 0.08% | −1,755−9.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 17,066 | $6.67M | 0.58% | +140+0.8% | Added |
| Illinois Municipal Retirement Fund | 17,136 | $6.69M | 0.11% | 00.0% | Unchanged |