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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 4,331 | $1.69M | 0.02% | −287−6.2% | Reduced |
| Darwin Advisors, LLC | 4,297 | $1.68M | 0.45% | −5,425−55.8% | Reduced |
| Bokf, NA | 4,294 | $1.68M | 0.03% | −200−4.5% | Reduced |
| IMS Capital Management | 4,240 | $1.66M | 0.81% | −75−1.7% | Reduced |
| Rodgers Brothers Inc. | 4,228 | $1.65M | 0.26% | +3+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 4,166 | $1.63M | 0.04% | +3+0.1% | Added |
| Essex Savings Bank | 4,134 | $1.61M | 0.47% | −9−0.2% | Reduced |
| Quantinno Capital Management LP | 4,110 | $1.60M | 0.06% | +611+17.5% | Added |
| Accent Capital Management, LLC | 4,005 | $1.56M | 1.23% | +4,005 | New |
| Vident Advisory, LLC | 4,004 | $1.56M | 0.04% | +20+0.5% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.56M | 0.61% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,977 | $1.55M | 0.02% | +219+5.8% | Added |
| SYSTM Wealth Solutions LLC | 3,970 | $1.55M | 0.21% | −1,380−25.8% | Reduced |
| Texas Yale Capital Corp. | 3,930 | $1.53M | 0.07% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 3,911 | $1.53M | 0.61% | −350−8.2% | Reduced |
| Level Four Advisory Services, LLC | 3,890 | $1.52M | 0.09% | −184−4.5% | Reduced |
| Signaturefd, LLC | 3,873 | $1.51M | 0.03% | +210+5.7% | Added |
| Investment Management Corp of Ontario | 3,859 | $1.51M | 0.04% | +3,859 | New |
| Value Partners Investments Inc. | 3,847 | $1.50M | 0.12% | +269+7.5% | Added |
| FJ Investments, LLC | 3,844 | $1.50M | 0.07% | +3,844 | New |
| Hennion & Walsh Asset Management, Inc. | 3,838 | $1.50M | 0.09% | +1,456+61.1% | Added |
| Angeles Wealth Management, LLC | 3,835 | $1.50M | 0.18% | +88+2.3% | Added |
| Citizens Financial Group Inc | 3,822 | $1.49M | 0.05% | −52−1.3% | Reduced |
| HighPoint Advisor Group LLC | 3,795 | $1.47M | 0.11% | +3,795 | New |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.46M | 0.56% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,679 | $1.44M | 0.60% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 3,654 | $1.43M | 0.45% | +3,654 | New |
| Alberta Investment Management Corp | 3,600 | $1.41M | 0.01% | −112,281−96.9% | Reduced |
| Sepio Capital, LP | 3,598 | $1.41M | 0.12% | −29−0.8% | Reduced |
| Vestcor Inc | 3,572 | $1.40M | 0.05% | −35−1.0% | Reduced |
| Bleakley Financial Group, LLC | 3,571 | $1.39M | 0.04% | −12−0.3% | Reduced |
| Wealthsource Partners, LLC | 3,568 | $1.39M | 0.09% | +46+1.3% | Added |
| Sawtooth Solutions, LLC | 3,564 | $1.39M | 0.04% | −19−0.5% | Reduced |
| Waldron Private Wealth LLC | 3,550 | $1.39M | 0.07% | +76+2.2% | Added |
| Walleye Trading LLC | 3,526 | $1.38M | 0.02% | −5,578−61.3% | Reduced |
| Marshall Financial Group LLC | 3,501 | $1.37M | 0.44% | +2,221+173.5% | Added |
| Impax Asset Management Group plc | 3,476 | $1.36M | 0.01% | −113−3.1% | Reduced |
| Davenport & Co LLC | 3,475 | $1.36M | 0.01% | +103+3.1% | Added |
| Private Advisor Group, LLC | 3,455 | $1.35M | 0.01% | +582+20.3% | Added |
| Equitable Trust Co | 3,444 | $1.35M | 0.10% | −81−2.3% | Reduced |
| AXS Investments LLC | 3,422 | $1.34M | 0.32% | −277−7.5% | Reduced |
| Cypress Capital Group | 3,421 | $1.34M | 0.17% | −5−0.1% | Reduced |
| Telemus Capital, LLC | 3,398 | $1.33M | 0.11% | −183−5.1% | Reduced |
| National Asset Management, Inc. | 3,398 | $1.33M | 0.04% | −65−1.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,377 | $1.32M | 0.00% | +2,065+157.4% | Added |
| Redmond Asset Management, LLC | 3,336 | $1.30M | 0.42% | −219−6.2% | Reduced |
| Clark Capital Management Group, Inc. | 3,315 | $1.29M | 0.01% | +3,315 | New |
| Hills Bank & Trust Co | 3,293 | $1.29M | 0.13% | −13−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 3,327 | $1.27M | 0.01% | +88+2.7% | Added |
| Savant Capital, LLC | 3,239 | $1.27M | 0.02% | +744+29.8% | Added |
| Pinnacle Financial Partners Inc | 3,221 | $1.26M | 0.03% | −91−2.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,186 | $1.24M | 0.01% | −39−1.2% | Reduced |
| HM Payson & Co | 3,182 | $1.24M | 0.03% | +320+11.2% | Added |
| Nomura Holdings Inc | 3,162 | $1.23M | 0.01% | +3,162 | New |
| Knollwood Investment Advisory, LLC | 3,150 | $1.23M | 0.26% | +3,150 | New |
| Boston Private Wealth LLC | 3,114 | $1.22M | 0.03% | +1,079+53.0% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.21M | 0.23% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 3,085 | $1.20M | 0.11% | +629+25.6% | Added |
| CAPROCK Group, Inc. | 3,062 | $1.20M | 0.08% | +99+3.3% | Added |
| Anchor Investment Management, LLC | 3,040 | $1.19M | 0.14% | −80−2.6% | Reduced |
| Legacy Advisors, LLC | 3,015 | $1.18M | 0.15% | −1,094−26.6% | Reduced |
| Mystic Asset Management, Inc. | 3,000 | $1.17M | 0.56% | 00.0% | Unchanged |
| Key Financial Inc | 2,984 | $1.17M | 0.32% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,967 | $1.16M | 0.04% | +2,967 | New |
| Raymond James Trust N.A. | 2,960 | $1.16M | 0.03% | +77+2.7% | Added |
| CWM, LLC | 2,960 | $1.16M | 0.01% | +304+11.4% | Added |
| Advisory Services Network, LLC | 2,925 | $1.14M | 0.03% | −256−8.0% | Reduced |
| Monte Financial Group, LLC | 2,893 | $1.13M | 0.53% | −50−1.7% | Reduced |
| Moloney Securities Asset Management, LLC | 2,886 | $1.13M | 0.18% | +25+0.9% | Added |
| Clearstead Advisors, LLC | 2,885 | $1.13M | 0.06% | +27+0.9% | Added |
| Linden Thomas Advisory Services, LLC | 2,877 | $1.12M | 0.21% | +347+13.7% | Added |
| Park Avenue Securities LLC | 2,861 | $1.12M | 0.02% | −106−3.6% | Reduced |
| Umb Bank N A | 2,848 | $1.11M | 0.02% | −24−0.8% | Reduced |
| Smithfield Trust Co | 2,810 | $1.10M | 0.06% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,810 | $1.10M | 0.03% | +156+5.9% | Added |
| Veriti Management LLC | 2,794 | $1.09M | 0.10% | +484+21.0% | Added |
| V-Square Quantitative Management LLC | 2,767 | $1.08M | 0.26% | +720+35.2% | Added |
| Evermay Wealth Management LLC | 2,743 | $1.07M | 0.20% | +10.0% | Added |
| Epoch Investment Partners, Inc. | 2,673 | $1.04M | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,662 | $1.04M | 0.02% | +87+3.4% | Added |
| Washington Trust Advisors, Inc. | 2,661 | $1.04M | 0.10% | −10−0.4% | Reduced |
| Avitas Wealth Management LLC | 2,660 | $1.04M | 0.17% | +97+3.8% | Added |
| Oak Thistle LLC | 2,648 | $1.03M | 0.30% | −1,375−34.2% | Reduced |
| Accretive Wealth Partners, LLC | 2,637 | $1.03M | 0.49% | −13−0.5% | Reduced |
| DoubleLine ETF Adviser LP | 2,625 | $1.03M | 0.30% | +195+8.0% | Added |
| Heritage Wealth Management, LLC | 2,616 | $1.02M | 0.55% | +2,616 | New |
| Bridges Investment Management Inc | 2,600 | $1.02M | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,597 | $1.01M | 0.11% | −214−7.6% | Reduced |
| Horizon Investments, LLC | 2,589 | $1.01M | 0.03% | +1,494+136.4% | Added |
| Balyasny Asset Management LLC | 2,578 | $1.01M | 0.00% | +75+3.0% | Added |
| Meeder Advisory Services, Inc. | 2,577 | $1.01M | 0.12% | +238+10.2% | Added |
| MAI Capital Management | 2,563 | $1.00M | 0.01% | +167+7.0% | Added |
| Coldstream Capital Management Inc | 2,560 | $999.7K | 0.03% | +13+0.5% | Added |
| Adviser Investments LLC | 2,550 | $995.9K | 0.01% | +2,550 | New |
| Schonfeld Strategic Advisors LLC | 2,540 | $992.0K | 0.01% | +2,540 | New |
| Capital Analysts, LLC | 2,530 | $988.0K | 0.05% | −60−2.3% | Reduced |
| Bahl & Gaynor Inc | 2,527 | $986.9K | 0.01% | −10−0.4% | Reduced |
| Lake Street Advisors Group, LLC | 2,519 | $983.9K | 0.05% | +2,519 | New |
| CIBC World Markets Inc. | 2,467 | $964.0K | 0.00% | +59+2.5% | Added |
| Triangle Securities Wealth Management | 2,456 | $959.3K | 0.30% | 00.0% | Unchanged |