Skip to main content

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 2 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, Q1 2024

Institutional positions in Moodys Corp as of Mar 31, 2024. 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
1,133
+42 vs. Q4 2023
Shares held
166.4M
−2.39M (−1.4%) vs. Q4 2023
Total value
$65.4B
−$518.6M (−0.8%) vs. Q4 2023
New holders
116
411 more added
Sold out
74
394 more reduced

13 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,133 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ1 2024: $65.4B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q4 2023.

Institutions holding MCO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First PREMIER Bank1$00.00%+1New
Dogwood Wealth Management LLC0$70.00%0Unchanged
Creative Capital Management Investments LLC1$3930.00%00.0%Unchanged
WestEnd Advisors, LLC1$3930.00%+1New
NVWM, LLC1$3930.00%+1New
Creekmur Asset Management LLC1$3930.00%+1New
Mine & Arao Wealth Creation & Management, LLC.1$3940.00%+1New
PEAK6 Investments LLC2$6390.00%−190−99.0%Reduced
ClariVest Asset Management LLC2$7800.00%00.0%Unchanged
Studio Investment Management LLC2$7860.00%00.0%Unchanged
Delta Asset Management LLC2$7860.00%00.0%Unchanged
POM Investment Strategies, LLC2$7860.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.2$7870.00%+2New
Continuum Advisory, LLC2$8030.00%+2New
Fairman Group, LLC3$1.18K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.18K0.00%00.0%Unchanged
Horizon Financial Services, LLC3$1.18K0.00%+3New
Financial Synergies Wealth Advisors, Inc.3$1.18K0.00%+3New
Quest Partners LLC4$1.57K0.00%−407−99.0%Reduced
GoalVest Advisory LLC4$1.57K0.00%−43−91.5%Reduced
Global Financial Private Client, LLC4$1.58K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.97K0.00%00.0%Unchanged
Montag A & Associates Inc5$2.11K0.00%+5New
Highline Wealth Partners LLC6$2.36K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$2.36K0.00%00.0%Unchanged
Colonial Trust Co7$2.73K0.00%+7New
Valued Wealth Advisors LLC7$2.75K0.00%+2+40.0%Added
Independence Bank of Kentucky8$3.14K0.00%00.0%Unchanged
Aspire Private Capital, LLC8$3.14K0.00%00.0%Unchanged
Cedar Wealth Management, LLC8$3.14K0.00%+8New
Godsey & Gibb Associates8$3.15K0.00%+8New
Rakuten Securities, Inc.9$3.54K0.00%+6+200.0%Added
Prestige Wealth Management Group LLC9$3.54K0.00%00.0%Unchanged
SJS Investment Consulting Inc.9$3.54K0.00%00.0%Unchanged
Planning Capital Management Corp9$3.54K0.00%00.0%Unchanged
Pacific Center for Financial Services9$3.54K0.00%+9New
Sofos Investments, Inc.10$3.82K0.00%+10Added
Core Alternative Capital10$3.93K0.00%−68−87.2%Reduced
DiNuzzo Private Wealth, Inc.10$3.93K0.00%00.0%Unchanged
Dunhill Financial, LLC11$4.48K0.00%+1+10.0%Added
Bruce G. Allen Investments, LLC12$4.72K0.00%−8−40.0%Reduced
Jackson, Grant Investment Advisers, Inc.13$5.11K0.00%00.0%Unchanged
PFS Partners, LLC13$5.14K0.00%00.0%Unchanged
Larson Financial Group LLC14$5.37K0.00%−20−58.8%Reduced
Pacific Capital Wealth Advisors, Inc14$5.50K0.00%+14New
HighMark Wealth Management LLC15$5.89K0.00%00.0%Unchanged
Headlands Technologies LLC15$5.89K0.00%+15New
Avalon Trust Co15$5.90K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC16$6.29K0.00%00.0%Unchanged
Tyler-Stone Wealth Management16$6.29K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$6.29K0.01%00.0%Unchanged
Archer Investment Corp17$6.68K0.00%00.0%Unchanged
Fortitude Family Office, LLC17$6.68K0.00%00.0%Unchanged
Creative Financial Designs Inc17$6.81K0.00%00.0%Unchanged
Valley National Advisers Inc19$7.00K0.00%−4−17.4%Reduced
Avion Wealth16$7.00K0.00%−1−5.9%Reduced
FSA Wealth Management LLC18$7.08K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC20$7.71K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC23$9.04K0.00%−106−82.2%Reduced
Logan Capital Management Inc23$9.04K0.00%−6−20.7%Reduced
NewSquare Capital LLC23$9.04K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC24$9.43K0.01%+24New
LRI Investments, LLC24$9.43K0.00%+24New
Legacy Bridge, LLC25$9.83K0.01%00.0%Unchanged
WR Wealth Planners, LLC25$9.83K0.00%+25New
Aspect Partners, LLC27$10.6K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$11.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners30$11.9K0.00%00.0%Unchanged
Sachetta, LLC31$12.1K0.01%00.0%Unchanged
Abound Wealth Management34$13.5K0.01%00.0%Unchanged
REAP Financial Group, LLC35$13.6K0.00%+3+9.4%Added
Versant Capital Management, Inc35$13.8K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC38$14.9K0.02%+37+3,700.0%Added
Private Wealth Management Group, LLC38$15.0K0.01%+6+18.8%Added
Park Place Capital Corp40$15.7K0.01%−4−9.1%Reduced
Quarry LP42$16.5K0.01%−71−62.8%Reduced
Colonial Trust Advisors42$16.5K0.00%−4−8.7%Reduced
Foster Dykema Cabot & Partners, LLC42$16.7K0.00%+42New
Eagle Bay Advisors LLC45$17.7K0.01%+19+73.1%Added
Riverview Trust Co45$17.7K0.01%+45New
Asset Dedication, LLC47$18.0K0.00%00.0%Unchanged
Meeder Asset Management Inc46$18.1K0.00%+46New
DSM Capital Partners LLC48$18.9K0.00%00.0%Unchanged
Venturi Wealth Management, LLC48$18.9K0.00%+4+9.1%Added
Financial Management Professionals, Inc.49$19.0K0.00%−10−16.9%Reduced
GW&K Investment Management, LLC50$20.0K0.00%+2+4.2%Added
Sunbelt Securities, Inc.54$21.2K0.00%−21−28.0%Reduced
AdvisorNet Financial, Inc54$21.2K0.00%00.0%Unchanged
Bogart Wealth, LLC54$21.2K0.00%00.0%Unchanged
Caitlin John, LLC56$22.0K0.02%00.0%Unchanged
Wesleyan Assurance Society60$24.0K0.00%00.0%Unchanged
Benjamin Edwards Inc63$25.0K0.00%+63New
Atlantic Trust, LLC66$25.9K0.01%−933−93.4%Reduced
Raffa Wealth Management, LLC66$25.9K0.01%+38+135.7%Added
New Covenant Trust Company, N.A.68$26.7K0.03%+68New
JFS Wealth Advisors, LLC69$27.1K0.00%00.0%Unchanged
Oakworth Capital, Inc.70$27.5K0.00%00.0%Unchanged
Ofi Invest Asset Management79$28.7K0.00%−3−3.7%Reduced
West Paces Advisors Inc.75$29.5K0.01%−24−24.2%Reduced
Ogorek Anthony Joseph84$33.0K0.01%00.0%Unchanged