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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 7,865 | $3.07M | 1.89% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,787 | $3.04M | 0.26% | +863+12.5% | Added |
| Boston Trust Walden Corp | 7,768 | $3.03M | 0.02% | −34−0.4% | Reduced |
| Rehmann Capital Advisory Group | 7,766 | $3.03M | 0.25% | −20.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,741 | $3.02M | 0.06% | +1,157+17.6% | Added |
| Ieq Capital, LLC | 7,728 | $3.02M | 0.05% | +545+7.6% | Added |
| Jump Financial, LLC | 7,711 | $3.01M | 0.10% | −7,829−50.4% | Reduced |
| Yacktman Asset Management LP | 7,670 | $3.00M | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,656 | $2.99M | 0.01% | +1,423+22.8% | Added |
| Roundview Capital LLC | 7,635 | $2.98M | 0.27% | −173−2.2% | Reduced |
| Sendero Wealth Management, LLC | 7,597 | $2.97M | 0.56% | −34−0.4% | Reduced |
| iA Global Asset Management Inc. | 7,569 | $2.96M | 0.07% | −2,171−22.3% | Reduced |
| Windmill Hill Asset Management Ltd | 7,557 | $2.95M | 1.72% | +42+0.6% | Added |
| La Banque Postale Asset Management SA | 7,552 | $2.95M | 0.07% | +768+11.3% | Added |
| Slow Capital, Inc. | 7,545 | $2.95M | 0.51% | −94−1.2% | Reduced |
| Van Den Berg Management I, Inc | 7,510 | $2.93M | 0.97% | −229−3.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,508 | $2.93M | 0.01% | −308−3.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,504 | $2.93M | 0.25% | +1,694+29.2% | Added |
| Groupama Asset Managment | 7,445 | $2.91M | 0.08% | +7,445 | New |
| Smith, Salley & Associates | 7,389 | $2.89M | 0.19% | +314+4.4% | Added |
| United Capital Financial Advisers, LLC | 7,341 | $2.87M | 0.02% | +792+12.1% | Added |
| Kornitzer Capital Management Inc | 7,269 | $2.84M | 0.06% | −1,200−14.2% | Reduced |
| Kingfisher Capital LLC | 7,236 | $2.83M | 0.74% | −220−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 7,108 | $2.78M | 0.07% | +195+2.8% | Added |
| Olstein Capital Management, L.P. | 7,000 | $2.73M | 0.46% | −2,000−22.2% | Reduced |
| Atria Investments LLC | 6,951 | $2.71M | 0.04% | −1,376−16.5% | Reduced |
| Cetera Advisor Networks LLC | 6,897 | $2.69M | 0.01% | −1,085−13.6% | Reduced |
| Thrivent Financial for Lutherans | 6,848 | $2.67M | 0.01% | −90−1.3% | Reduced |
| Highland Capital Management, LLC | 6,812 | $2.66M | 0.17% | −19−0.3% | Reduced |
| Gotham Asset Management, LLC | 6,810 | $2.66M | 0.05% | +3,064+81.8% | Added |
| Rathbone Brothers plc | 6,772 | $2.64M | 0.02% | −86−1.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,767 | $2.64M | 0.37% | +20+0.3% | Added |
| Trust Co of Toledo NA | 6,750 | $2.64M | 0.45% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 6,715 | $2.62M | 0.66% | −4,042−37.6% | Reduced |
| Crawford Investment Counsel Inc | 6,670 | $2.61M | 0.05% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 6,617 | $2.58M | 0.43% | −130−1.9% | Reduced |
| E. Ohman J:or Asset Management AB | 6,600 | $2.58M | 0.09% | −1,100−14.3% | Reduced |
| AIA Group Ltd | 6,516 | $2.54M | 0.10% | +1,346+26.0% | Added |
| Metropolitan Life Insurance Co | 6,407 | $2.50M | 0.12% | −123−1.9% | Reduced |
| Greenleaf Trust | 6,383 | $2.49M | 0.03% | +490+8.3% | 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 |
| Siemens Fonds Invest GmbH | 6,307 | $2.46M | 0.20% | +2,870+83.5% | Added |
| Tiaa Trust, National Association | 6,286 | $2.46M | 0.01% | +10+0.2% | Added |
| Toroso Investments, LLC | 6,266 | $2.45M | 0.06% | +48+0.8% | Added |
| Atria Wealth Solutions, Inc. | 6,167 | $2.41M | 0.03% | +199+3.3% | Added |
| Cetera Investment Advisers | 6,165 | $2.41M | 0.02% | +21+0.3% | Added |
| Commerce Bank | 6,165 | $2.41M | 0.02% | +135+2.2% | Added |
| LMCG Investments, LLC | 6,107 | $2.39M | 0.15% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 6,105 | $2.38M | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 6,090 | $2.38M | 0.02% | −45−0.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 6,082 | $2.38M | 0.25% | 00.0% | Unchanged |
| Prudential PLC | 6,037 | $2.36M | 0.03% | −16−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 5,928 | $2.32M | 0.10% | −37−0.6% | Reduced |
| Applied Capital LLC | 5,887 | $2.30M | 2.12% | −261−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,876 | $2.29M | 0.03% | +2,031+52.8% | Added |
| Whittier Trust Co of Nevada Inc | 5,870 | $2.29M | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,798 | $2.26M | 0.19% | +1,214+26.5% | Added |
| NewEdge Wealth, LLC | 5,730 | $2.24M | 0.06% | −47−0.8% | Reduced |
| Vinva Investment Management Ltd | 5,703 | $2.23M | 0.15% | +878+18.2% | Added |
| Saturna Capital CORP | 5,689 | $2.22M | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 5,657 | $2.21M | 0.14% | +238+4.4% | Added |
| Exchange Capital Management, Inc. | 5,655 | $2.21M | 0.40% | −326−5.5% | Reduced |
| Norinchukin Bank, The | 5,633 | $2.20M | 0.05% | −699−11.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,607 | $2.19M | 0.15% | +43+0.8% | Added |
| Point72 Middle East FZE | 5,604 | $2.19M | 0.15% | −7,958−58.7% | Reduced |
| Resources Investment Advisors, LLC. | 5,579 | $2.18M | 0.04% | −10−0.2% | Reduced |
| Empirical Finance, LLC | 5,544 | $2.17M | 0.15% | +27+0.5% | Added |
| Transcend Wealth Collective, LLC | 5,508 | $2.15M | 0.19% | −336−5.7% | Reduced |
| Fairbanks Capital Management, Inc. | 5,487 | $2.14M | 1.53% | +279+5.4% | Added |
| Vestmark Advisory Solutions, Inc. | 5,444 | $2.13M | 0.11% | −56−1.0% | Reduced |
| Huntington National Bank | 5,397 | $2.11M | 0.02% | −79−1.4% | Reduced |
| General Partner, Inc. | 5,491 | $2.10M | 1.76% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,188 | $2.03M | 0.22% | −25−0.5% | Reduced |
| Legato Capital Management LLC | 5,129 | $2.00M | 0.26% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 5,040 | $1.97M | 0.15% | +346+7.4% | Added |
| Beacon Investment Advisory Services, Inc. | 5,034 | $1.97M | 0.09% | −60−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,982 | $1.95M | 0.05% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,969 | $1.94M | 0.15% | −120−2.4% | Reduced |
| Ingalls & Snyder LLC | 4,886 | $1.91M | 0.09% | 00.0% | Unchanged |
| Assetmark, Inc | 4,885 | $1.91M | 0.01% | +822+20.2% | Added |
| First National Advisers, LLC | 4,864 | $1.90M | 0.55% | +1,417+41.1% | Added |
| Northwestern Mutual Wealth Management Co | 4,843 | $1.89M | 0.00% | +808+20.0% | Added |
| Parallel Advisors, LLC | 4,825 | $1.88M | 0.06% | +24+0.5% | Added |
| SkyView Investment Advisors, LLC | 4,814 | $1.88M | 0.47% | −182−3.6% | Reduced |
| Diversified Trust Co | 4,799 | $1.87M | 0.06% | +1,363+39.7% | Added |
| Brevan Howard Capital Management LP | 4,781 | $1.87M | 0.19% | +3,192+200.9% | Added |
| Blue Fin Capital, Inc. | 4,757 | $1.86M | 0.48% | −7−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,744 | $1.85M | 0.02% | +1,773+59.7% | Added |
| Empowered Funds, LLC | 4,696 | $1.83M | 0.05% | −7,315−60.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,637 | $1.81M | 0.47% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,600 | $1.80M | 0.25% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,503 | $1.76M | 0.06% | −1,522−25.3% | Reduced |
| Everence Capital Management Inc | 4,475 | $1.75M | 0.12% | −1,010−18.4% | Reduced |
| Sterling Investment Management, Inc. | 4,464 | $1.74M | 1.28% | +878+24.5% | Added |
| Bessemer Group Inc | 4,457 | $1.74M | 0.00% | −276−5.8% | Reduced |
| Credit Agricole S A | 4,453 | $1.74M | 0.04% | +2,969+200.1% | Added |
| Apollon Wealth Management, LLC | 4,451 | $1.74M | 0.06% | +1,499+50.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,429 | $1.73M | 0.01% | +124+2.9% | Added |
| ISAM Funds (UK) Ltd | 4,408 | $1.72M | 1.23% | +4,408 | New |