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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| US Bancorp | 17,540 | $6.85M | 0.01% | +992+6.0% | Added |
| Creative Planning | 17,531 | $6.85M | 0.01% | +1,045+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 17,487 | $6.83M | 0.09% | −1,491−7.9% | Reduced |
| LGT Group Foundation | 17,231 | $6.73M | 0.15% | +364+2.2% | Added |
| Illinois Municipal Retirement Fund | 17,136 | $6.69M | 0.11% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 17,066 | $6.67M | 0.58% | +140+0.8% | Added |
| State of Alaska, Department of Revenue | 17,000 | $6.64M | 0.08% | −1,755−9.4% | Reduced |
| East Coast Asset Management, LLC. | 16,820 | $6.57M | 2.68% | −174−1.0% | Reduced |
| Daiwa Securities Group Inc. | 16,785 | $6.56M | 0.04% | +2,942+21.3% | Added |
| Kinneret Advisory, LLC | 16,728 | $6.53M | 0.72% | −106−0.6% | Reduced |
| MML Investors Services, LLC | 16,399 | $6.41M | 0.03% | +1,176+7.7% | Added |
| Ghe, LLC | 16,197 | $6.33M | 3.97% | +30.0% | Added |
| Glenmede Trust Co NA | 15,848 | $6.19M | 0.03% | −569−3.5% | Reduced |
| Stanley Capital Management, LLC | 15,758 | $6.15M | 1.52% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 15,675 | $6.12M | 0.90% | −3,932−20.1% | Reduced |
| Duality Advisers, LP | 15,648 | $6.11M | 0.65% | +7,822+99.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,618 | $6.10M | 0.08% | +173+1.1% | Added |
| Central Bank & Trust Co | 15,547 | $6.07M | 0.94% | −1,418−8.4% | Reduced |
| Macquarie Group Ltd | 15,522 | $6.06M | 0.01% | +3,983+34.5% | Added |
| Donaldson Capital Management, LLC | 15,161 | $5.92M | 0.27% | +70.0% | Added |
| Bluegrass Capital Partners LP | 15,000 | $5.86M | 6.93% | −11,000−42.3% | Reduced |
| Bell Asset Management Ltd | 14,977 | $5.85M | 0.89% | −2,464−14.1% | Reduced |
| Trium Capital LLP | 14,936 | $5.83M | 0.47% | −1,151−7.2% | Reduced |
| Crown Oak Advisors, LLC | 14,747 | $5.76M | 3.37% | +14,747 | New |
| Midwest Professional Planners, LTD. | 14,493 | $5.66M | 2.26% | +584+4.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,493 | $5.66M | 0.07% | −1,436−9.0% | Reduced |
| Elo Mutual Pension Insurance Co | 14,419 | $5.63M | 0.15% | +597+4.3% | Added |
| Penbrook Management LLC | 13,750 | $5.37M | 3.61% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,631 | $5.32M | 0.05% | −607−4.3% | Reduced |
| Gulf International Bank (UK) Ltd | 13,598 | $5.31M | 0.15% | −1,630−10.7% | Reduced |
| GTS Securities LLC | 13,475 | $5.26M | 0.11% | +9,691+256.1% | Added |
| Baird Financial Group, Inc. | 13,199 | $5.16M | 0.01% | −298−2.2% | Reduced |
| Alps Advisors Inc | 13,028 | $5.09M | 0.04% | −143−1.1% | Reduced |
| Totem Point Management, LLC | 13,024 | $5.09M | 6.59% | +1,402+12.1% | Added |
| Nordea Investment Management AB | 12,933 | $5.05M | 0.01% | −361−2.7% | Reduced |
| Pacer Advisors, Inc. | 12,748 | $4.98M | 0.01% | −15,754−55.3% | Reduced |
| Marshall Wace, LLP | 12,731 | $4.97M | 0.01% | −59,347−82.3% | Reduced |
| Kentucky Retirement Systems | 12,592 | $4.92M | 0.15% | +131+1.1% | Added |
| National Philanthropic Trust | 12,494 | $4.88M | 0.13% | +12,494 | New |
| Intech Investment Management LLC | 12,415 | $4.85M | 0.07% | +3,093+33.2% | Added |
| Maryland State Retirement & Pension System | 12,352 | $4.82M | 0.10% | +231+1.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,335 | $4.81M | 0.06% | −10,104−45.0% | Reduced |
| Lincoln Capital LLC | 12,309 | $4.81M | 1.17% | −50.0% | Reduced |
| Cloverfields Capital Group, LP | 12,268 | $4.79M | 1.88% | +1,084+9.7% | Added |
| Centiva Capital, LP | 12,257 | $4.79M | 0.30% | +1,362+12.5% | Added |
| Blue Zone Wealth Advisors, LLC | 12,249 | $4.78M | 1.91% | +433+3.7% | Added |
| Oregon Public Employees Retirement Fund | 12,240 | $4.78M | 0.08% | −7,950−39.4% | Reduced |
| Tredje AP-fonden | 12,186 | $4.76M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,175 | $4.76M | 0.02% | +112+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,993 | $4.68M | 0.01% | +1,319+12.4% | Added |
| Crossmark Global Holdings, Inc. | 11,829 | $4.62M | 0.10% | −9,208−43.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,805 | $4.61M | 0.10% | −159−1.3% | Reduced |
| Cornerstone Advisors, LLC | 11,800 | $4.61M | 0.20% | −2,400−16.9% | Reduced |
| Cresset Asset Management, LLC | 11,677 | $4.56M | 0.03% | +3,093+36.0% | Added |
| Fiduciary Trust Co | 11,535 | $4.51M | 0.08% | −10.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,414 | $4.46M | 0.01% | −44,549−79.6% | Reduced |
| Picton Mahoney Asset Management | 11,405 | $4.46M | 0.21% | −9,450−45.3% | Reduced |
| Fogel Capital Management, Inc. | 11,110 | $4.42M | 3.38% | +11,110 | New |
| Cubist Systematic Strategies, LLC | 11,215 | $4.38M | 0.05% | −82,157−88.0% | Reduced |
| John G Ullman & Associates Inc | 11,207 | $4.38M | 0.69% | +357+3.3% | Added |
| Guggenheim Capital LLC | 11,176 | $4.36M | 0.03% | +209+1.9% | Added |
| QRG Capital Management, Inc. | 10,810 | $4.22M | 0.06% | +575+5.6% | Added |
| Live Oak Private Wealth LLC | 10,731 | $4.19M | 0.79% | +419+4.1% | Added |
| Wealthfront Advisers LLC | 10,681 | $4.17M | 0.02% | −902−7.8% | Reduced |
| Okabena Investment Services Inc | 10,620 | $4.15M | 1.62% | −961−8.3% | Reduced |
| Ballentine Partners, LLC | 10,606 | $4.14M | 0.08% | +275+2.7% | Added |
| Hartford Investment Management Co | 10,600 | $4.14M | 0.15% | −148−1.4% | Reduced |
| Metis Global Partners, LLC | 10,592 | $4.14M | 0.16% | +231+2.2% | Added |
| Kovitz Investment Group Partners, LLC | 10,542 | $4.12M | 0.07% | −2,124−16.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,519 | $4.11M | 0.01% | −1,695−13.9% | Reduced |
| JustInvest LLC | 10,501 | $4.10M | 0.11% | +38+0.4% | Added |
| Teacher Retirement System of Texas | 10,435 | $4.08M | 0.03% | −27,008−72.1% | Reduced |
| Claar Advisors LLC | 10,400 | $4.06M | 1.44% | −3,000−22.4% | Reduced |
| Captrust Financial Advisors | 10,174 | $3.97M | 0.01% | +721+7.6% | Added |
| Fiduciary Alliance LLC | 10,092 | $3.94M | 0.78% | +83+0.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $3.94M | 0.75% | +1,938+23.8% | Added |
| AdvisorShares Investments LLC | 10,022 | $3.91M | 0.92% | +594+6.3% | Added |
| KP Management LLC | 10,000 | $3.91M | 1.94% | +10,000 | New |
| Securian Asset Management, Inc | 9,958 | $3.89M | 0.11% | −1,336−11.8% | Reduced |
| First National Bank of Omaha | 9,884 | $3.86M | 0.24% | −1,547−13.5% | Reduced |
| Glenview Trust Co | 9,875 | $3.86M | 0.09% | +2,959+42.8% | Added |
| Gabelli Funds LLC | 9,850 | $3.85M | 0.03% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 9,701 | $3.79M | 0.58% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 9,673 | $3.78M | 1.13% | 00.0% | Unchanged |
| Addenda Capital Inc. | 9,594 | $3.75M | 0.15% | −82−0.8% | Reduced |
| Louisiana State Employees Retirement System | 9,500 | $3.71M | 0.08% | −300−3.1% | Reduced |
| Taylor Hoffman Wealth Management | 9,481 | $3.70M | 1.67% | +215+2.3% | Added |
| Northwest Investment Counselors, LLC | 9,447 | $3.69M | 0.99% | −20.0% | Reduced |
| Banque Cantonale Vaudoise | 9,380 | $3.66M | 0.16% | +4,098+77.6% | Added |
| Varma Mutual Pension Insurance Co | 9,200 | $3.59M | 0.04% | +9,200 | New |
| Fortis Capital Management LLC | 9,028 | $3.53M | 0.90% | +5,478+154.3% | Added |
| Cynosure Management, LLC | 8,804 | $3.44M | 0.62% | −43−0.5% | Reduced |
| AQR Capital Management LLC | 8,690 | $3.39M | 0.01% | −3,597−29.3% | Reduced |
| Chicago Partners Investment Group LLC | 8,697 | $3.39M | 0.16% | −1,304−13.0% | Reduced |
| Cinctive Capital Management LP | 8,620 | $3.37M | 0.24% | +8,620 | New |
| Connable Office Inc | 8,444 | $3.30M | 0.40% | −47−0.6% | Reduced |
| New Mexico Educational Retirement Board | 8,192 | $3.20M | 0.12% | 00.0% | Unchanged |
| Harbor Advisors LLC | 8,000 | $3.12M | 0.60% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,956 | $3.11M | 0.16% | +351+4.6% | Added |
| Keybank National Association | 7,941 | $3.10M | 0.01% | +2,130+36.7% | Added |