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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 17,231 | $6.73M | 0.15% | +364+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 17,487 | $6.83M | 0.09% | −1,491−7.9% | Reduced |
| Creative Planning | 17,531 | $6.85M | 0.01% | +1,045+6.3% | Added |
| US Bancorp | 17,540 | $6.85M | 0.01% | +992+6.0% | Added |
| Makena Capital Management LLC | 17,663 | $6.90M | 1.56% | +17,663 | New |
| Scotia Capital Inc. | 18,513 | $7.23M | 0.05% | +275+1.5% | Added |
| Titan Global Capital Management USA LLC | 18,678 | $7.29M | 1.50% | +1,807+10.7% | Added |
| British Columbia Investment Management Corp | 19,011 | $7.42M | 0.06% | +3,995+26.6% | Added |
| 1623 Capital LLC | 19,209 | $7.50M | 4.34% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 19,346 | $7.56M | 2.09% | +4,983+34.7% | Added |
| Nissay Asset Management Corp | 19,720 | $7.70M | 0.06% | +157+0.8% | Added |
| Douglass Winthrop Advisors, LLC | 20,075 | $7.84M | 0.18% | −715−3.4% | Reduced |
| Bamco Inc | 20,559 | $8.03M | 0.02% | +8,416+69.3% | Added |
| Yousif Capital Management, LLC | 20,590 | $8.04M | 0.09% | −934−4.3% | Reduced |
| Oppenheimer Asset Management Inc. | 20,594 | $8.04M | 0.11% | −249−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 20,599 | $8.05M | 0.01% | −5,719−21.7% | Reduced |
| Prana Capital Management, LP | 20,617 | $8.05M | 0.47% | +1,676+8.8% | Added |
| Achmea Investment Management B.V. | 20,902 | $8.16M | 0.17% | −5,335−20.3% | Reduced |
| Ethic Inc. | 20,993 | $8.20M | 0.24% | +179+0.9% | Added |
| Commonwealth Equity Services, LLC | 21,047 | $8.22M | 0.02% | +2,885+15.9% | Added |
| Mutual of America Capital Management LLC | 21,064 | $8.23M | 0.09% | −1,024−4.6% | Reduced |
| Oxbow Advisors, LLC | 21,279 | $8.31M | 1.26% | −281−1.3% | Reduced |
| Pathstone Holdings, LLC | 21,285 | $8.32M | 0.05% | +21,285 | New |
| American Century Companies Inc | 21,455 | $8.38M | 0.01% | −7,904−26.9% | Reduced |
| Wedge Capital Management L L P | 21,481 | $8.39M | 0.15% | −6,903−24.3% | Reduced |
| Capital International Inc | 22,094 | $8.63M | 0.13% | +1,922+9.5% | Added |
| XXEC, Inc. | 22,223 | $8.68M | 6.83% | −525−2.3% | Reduced |
| CIBC Asset Management Inc | 22,431 | $8.76M | 0.03% | −1,052−4.5% | Reduced |
| Candriam Luxembourg S.C.A. | 22,797 | $8.90M | 0.06% | +3,404+17.6% | Added |
| Alapocas Investment Partners, Inc. | 22,806 | $8.91M | 5.63% | +87+0.4% | Added |
| Allianz Asset Management GmbH | 23,030 | $8.99M | 0.02% | −15,210−39.8% | Reduced |
| Janus Henderson Group PLC | 23,659 | $9.24M | 0.01% | −13,785−36.8% | Reduced |
| Generate Investment Management Ltd | 24,277 | $9.48M | 0.82% | +24,277 | New |
| Mitchell Sinkler & Starr | 24,584 | $9.60M | 1.75% | −961−3.8% | Reduced |
| Public Employees Retirement Association of Colorado | 24,668 | $9.63M | 0.04% | −616−2.4% | Reduced |
| Public Sector Pension Investment Board | 24,746 | $9.66M | 0.07% | −12,687−33.9% | Reduced |
| Tower Research Capital LLC (TRC) | 24,838 | $9.70M | 0.12% | +16,707+205.5% | Added |
| New York Life Investment Management LLC | 24,863 | $9.71M | 0.10% | +80+0.3% | Added |
| Point72 Europe (London) LLP | 25,095 | $9.80M | 1.23% | +8,995+55.9% | Added |
| Dock Street Asset Management Inc | 25,848 | $10.1M | 1.58% | +60+0.2% | Added |
| Cerity Partners LLC | 26,045 | $10.2M | 0.03% | −388−1.5% | Reduced |
| AustralianSuper Pty Ltd | 26,563 | $10.4M | 0.06% | −230,045−89.6% | Reduced |
| Marks Group Wealth Management, Inc | 26,581 | $10.4M | 1.18% | +163+0.6% | Added |
| Aquamarine Zurich AGSuperinvestorAquamarine | 27,000 | $10.5M | 4.61% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 27,000 | $10.5M | 0.04% | −77,946−74.3% | Reduced |
| Brasada Capital Management, LP | 27,488 | $10.7M | 2.12% | −720−2.6% | Reduced |
| Czech National Bank | 27,565 | $10.8M | 0.15% | −16−0.1% | Reduced |
| Utah Retirement Systems | 27,571 | $10.8M | 0.14% | +253+0.9% | Added |
| Capital International Ltd | 27,640 | $10.8M | 0.55% | +336+1.2% | Added |
| Truist Financial Corp | 27,767 | $10.8M | 0.02% | −13,174−32.2% | Reduced |
| Swiss Life Asset Management Ltd | 27,858 | $10.9M | 0.13% | −11,580−29.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,643 | $11.2M | 0.14% | −5,662−16.5% | Reduced |
| Congress Wealth Management LLC | 28,739 | $11.2M | 0.21% | +552+2.0% | Added |
| Blair William & Co | 29,045 | $11.3M | 0.04% | −119−0.4% | Reduced |
| Fifth Third Bancorp | 29,303 | $11.4M | 0.05% | +18+0.1% | Added |
| Capital International Sarl | 30,567 | $11.9M | 0.45% | +3,154+11.5% | Added |
| Forsta Ap-Fonden | 31,300 | $12.2M | 0.12% | −700−2.2% | Reduced |
| Hikari Tsushin, Inc. | 31,689 | $12.4M | 1.14% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 32,058 | $12.5M | 0.02% | −130−0.4% | Reduced |
| USS Investment Management Ltd | 32,061 | $12.5M | 0.11% | −6,179−16.2% | Reduced |
| Shell Asset Management Co | 32,152 | $12.6M | 0.58% | −8,460−20.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 32,277 | $12.6M | 0.07% | +514+1.6% | Added |
| ProShare Advisors LLC | 32,488 | $12.7M | 0.04% | −2,259−6.5% | Reduced |
| Assenagon Asset Management S.A. | 32,960 | $12.9M | 0.04% | −96,449−74.5% | Reduced |
| IFM Investors Pty Ltd | 33,183 | $13.0M | 0.16% | +73+0.2% | Added |
| Round Hill Asset Management | 34,369 | $13.4M | 8.43% | −14,940−30.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,464 | $13.5M | 0.10% | +2,733+8.6% | Added |
| Retirement Systems of Alabama | 34,686 | $13.5M | 0.06% | −996−2.8% | Reduced |
| Freemont Management S.A. | 34,800 | $13.6M | 1.71% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 34,921 | $13.6M | 0.52% | +1,581+4.7% | Added |
| Tower Bridge Advisors | 34,940 | $13.6M | 1.17% | −195−0.6% | Reduced |
| Janney Montgomery Scott LLC | 35,481 | $13.9M | 0.04% | +29,824+527.2% | Added |
| Texas Permanent School Fund | 36,064 | $14.1M | 0.12% | −110.0% | Reduced |
| Mariner, LLC | 36,169 | $14.1M | 0.03% | +105+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 36,263 | $14.2M | 0.13% | −80.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 36,264 | $14.2M | 0.03% | −3,398−8.6% | Reduced |
| Lazard Asset Management LLC | 36,422 | $14.2M | 0.02% | +2,807+8.4% | Added |
| Comerica Bank | 36,712 | $14.3M | 0.07% | −353−1.0% | Reduced |
| LTS One Management LP | 37,000 | $14.5M | 3.38% | +37,000 | New |
| Walter Public Investments Inc. | 37,072 | $14.5M | 3.04% | +7,250+24.3% | Added |
| Progressive Investment Management Corp | 37,234 | $14.5M | 4.14% | −116−0.3% | Reduced |
| Capital Group Private Client Services, Inc. | 38,140 | $14.9M | 0.15% | −1,036−2.6% | Reduced |
| UniSuper Management Pty Ltd | 38,572 | $15.1M | 0.17% | +177+0.5% | Added |
| Vontobel Holding Ltd. | 38,675 | $15.1M | 0.13% | −1,085−2.7% | Reduced |
| LMR Partners LLP | 39,943 | $15.6M | 0.39% | −52,597−56.8% | Reduced |
| GHP Investment Advisors, Inc. | 40,206 | $15.7M | 0.85% | +39+0.1% | Added |
| Amalgamated Bank | 40,312 | $15.7M | 0.13% | −1,842−4.4% | Reduced |
| Voloridge Investment Management, LLC | 40,422 | $15.8M | 0.06% | +8,660+27.3% | Added |
| High Ground Investment Management LLP | 41,130 | $16.1M | 7.92% | +4,002+10.8% | Added |
| Kestra Advisory Services, LLC | 42,251 | $16.5M | 0.13% | +602+1.4% | Added |
| AMF Pensionsforsakring AB | 42,910 | $16.8M | 0.14% | 00.0% | Unchanged |
| State of Michigan Retirement System | 43,106 | $16.8M | 0.10% | −2,700−5.9% | Reduced |
| BRX Global LP | 43,107 | $16.8M | 15.57% | +11,809+37.7% | Added |
| Welch & Forbes LLC | 43,552 | $17.0M | 0.26% | +4,427+11.3% | Added |
| Banco Santander, S.A. | 43,847 | $17.1M | 0.20% | −201−0.5% | Reduced |
| MetLife Investment Management | 44,195 | $17.3M | 0.12% | −887−2.0% | Reduced |
| Arizona State Retirement System | 46,463 | $18.1M | 0.14% | −283−0.6% | Reduced |
| ING Groep NV | 46,830 | $18.3M | 0.15% | −1,982−4.1% | Reduced |
| Xponance, Inc. | 47,010 | $18.4M | 0.22% | −293−0.6% | Reduced |
| Handelsbanken Fonder AB | 48,959 | $19.1M | 0.09% | +4,163+9.3% | Added |