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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Advisory Inc | 834,203 | $327.9M | 0.44% | −24,292−2.8% | Reduced |
| Allen Investment Management LLC | 895,050 | $351.8M | 4.41% | +254,178+39.7% | Added |
| Charles Schwab Investment Management Inc | 922,499 | $362.6M | 0.08% | +24,382+2.7% | Added |
| Deutsche Bank AG | 972,048 | $382.0M | 0.18% | −240,253−19.8% | Reduced |
| StonePine Asset Management Inc. | 973,622 | $382.7M | 6.09% | −800,369−45.1% | Reduced |
| UBS Asset Management Americas Inc | 1,007,445 | $396.0M | 0.14% | +3,905+0.4% | Added |
| Invesco Ltd. | 1,081,399 | $425.0M | 0.09% | +206,810+23.6% | Added |
| Veritas Asset Management LLP | 1,107,607 | $435.3M | 3.16% | −484,314−30.4% | Reduced |
| Goldman Sachs Group Inc | 1,211,592 | $476.2M | 0.10% | −217,031−15.2% | Reduced |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 1,218,410 | $478.9M | 13.06% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,371,358 | $539.0M | 0.16% | +153,194+12.6% | Added |
| Massachusetts Financial Services Co | 1,374,763 | $540.3M | 0.16% | +125,038+10.0% | Added |
| Principal Financial Group Inc | 1,407,969 | $553.4M | 0.33% | −143,198−9.2% | Reduced |
| JPMorgan Chase & Co | 1,467,945 | $576.9M | 0.05% | +851,171+138.0% | Added |
| Jennison Associates LLC | 1,493,908 | $587.2M | 0.39% | −21,522−1.4% | Reduced |
| Northern Trust Corp | 1,512,497 | $594.5M | 0.10% | −67,838−4.3% | Reduced |
| Longview Partners (Guernsey) LTD | 1,666,150 | $654.8M | 4.23% | −46,410−2.7% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 1,671,207 | $656.8M | 10.89% | +1,618+0.1% | Added |
| Windacre Partnership LLC | 1,746,000 | $686.2M | 9.43% | +173,900+11.1% | Added |
| Norges Bank | 1,877,638 | $738.0M | 0.12% | +32,846+1.8% | Added |
| Ninety One UK Ltd | 1,955,914 | $768.7M | 2.16% | +39,905+2.1% | Added |
| Bank of New York Mellon Corp | 2,692,411 | $1.06B | 0.20% | +126,088+4.9% | Added |
| Geode Capital Management, LLC | 3,098,881 | $1.21B | 0.11% | +95,365+3.2% | Added |
| Baillie Gifford & Co | 3,215,872 | $1.26B | 0.98% | −422,679−11.6% | Reduced |
| Fiera Capital Corp | 3,782,289 | $1.49B | 4.33% | −145,116−3.7% | Reduced |
| Morgan Stanley | 3,817,763 | $1.50B | 0.12% | −79,487−2.0% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 4,452,967 | $1.75B | 14.48% | −323,973−6.8% | Reduced |
| FMR LLC | 5,396,566 | $2.12B | 0.14% | −23,134−0.4% | Reduced |
| State Street Corp | 6,914,332 | $2.72B | 0.12% | +52,903+0.8% | Added |
| TCI Fund Management LtdSuperinvestorTCI Fund Management | 12,198,911 | $4.79B | 12.09% | +149,300+1.2% | Added |
| BlackRock Inc. | 13,319,636 | $5.24B | 0.12% | +389,361+3.0% | Added |
| Vanguard Group Inc | 14,283,558 | $5.61B | 0.11% | +119,450+0.8% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 24,669,778 | $9.70B | 2.92% | 00.0% | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −1,243,738−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −94,742−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −64,195−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −40,422−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −39,943−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −30,567−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −27,640−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −22,094−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −20,617−100.0% | Sold out |
| Stanley Capital Management, LLC | 0 | $0 | 0.00% | −15,758−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −15,648−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,215−100.0% | Sold out |
| Claar Advisors LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −8,804−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −7,445−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,897−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −6,516−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −6,105−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −6,082−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,604−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,969−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,408−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −3,844−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −3,476−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Providence Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,745−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Quotient Wealth Partners, LLC | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Disciplined Equity Management, Inc. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Veritas Investment Partners (UK) Ltd. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |