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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $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 |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 87 | $34.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 90 | $35.4K | 0.02% | +90 | New |
| EntryPoint Capital, LLC | 96 | $37.7K | 0.03% | +96 | New |
| Fernwood Investment Management, LLC | 97 | $38.1K | 0.01% | +97 | New |
| MV Capital Management, Inc. | 99 | $38.9K | 0.00% | +3+3.1% | Added |
| Compass Wealth Management LLC | 102 | $40.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 102 | $40.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 104 | $40.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 106 | $42.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 107 | $42.2K | 0.00% | +4+3.9% | Added |
| Tobam | 125 | $49.0K | 0.00% | −86−40.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 125 | $49.1K | 0.01% | +125 | New |
| Johnson Financial Group, Inc. | 128 | $50.3K | 0.00% | −211−62.2% | Reduced |
| Farmers & Merchants Investments Inc | 129 | $50.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 130 | $51.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 131 | $51.5K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 133 | $52.3K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 134 | $52.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 145 | $57.0K | 0.02% | −120−45.3% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 144 | $57.0K | 0.06% | −13−8.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $59.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 150 | $59.0K | 0.01% | +100+200.0% | Added |
| Princeton Global Asset Management LLC | 154 | $60.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 156 | $61.3K | 0.00% | −349−69.1% | Reduced |
| Silvant Capital Management LLC | 157 | $61.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 158 | $62.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 162 | $63.7K | 0.01% | −15−8.5% | Reduced |
| Raleigh Capital Management Inc. | 171 | $67.1K | 0.03% | +21+14.0% | Added |
| Sandy Spring Bank | 173 | $68.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 181 | $71.0K | 0.02% | −52−22.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 183 | $71.9K | 0.03% | +73+66.4% | Added |
| M&R Capital Management Inc | 200 | $78.6K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $78.6K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 212 | $83.0K | 0.01% | −678−76.2% | Reduced |
| Global Retirement Partners, LLC | 214 | $84.1K | 0.00% | +22+11.5% | Added |
| Deseret Mutual Benefit Administrators | 216 | $84.9K | 0.04% | +84+63.6% | Added |
| Covestor Ltd | 218 | $86.0K | 0.05% | +136+165.9% | Added |
| TFC Financial Management | 231 | $90.8K | 0.02% | +1+0.4% | Added |
| Sound Income Strategies, LLC | 232 | $91.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 233 | $91.6K | 0.01% | −549−70.2% | Reduced |
| North Star Investment Management Corp. | 244 | $95.9K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 254 | $99.9K | 0.05% | −4−1.6% | Reduced |
| South State Corp. | 260 | $102.2K | 0.01% | +15+6.1% | Added |
| CoreCap Advisors, LLC | 265 | $104.2K | 0.01% | +265 | New |
| Resources Management Corp | 266 | $105.0K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 292 | $114.8K | 0.00% | −25−7.9% | Reduced |
| JNBA Financial Advisors | 300 | $117.9K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $117.9K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 305 | $119.9K | 0.03% | +30+10.9% | Added |
| Salem Investment Counselors Inc | 312 | $122.6K | 0.00% | +9+3.0% | Added |
| Leonteq Securities AG | 321 | $126.2K | 0.02% | +208+184.1% | Added |
| Quent Capital, LLC | 328 | $129.2K | 0.02% | −1−0.3% | Reduced |
| Jones Financial Companies LLLP | 333 | $131.0K | 0.00% | +28+9.2% | Added |
| Close Asset Management Ltd | 335 | $132.0K | 0.00% | +160+91.4% | Added |
| Grove Bank & Trust | 338 | $132.8K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 344 | $135.2K | 0.00% | +19+5.8% | Added |
| Parkside Financial Bank & Trust | 345 | $135.6K | 0.02% | +17+5.2% | Added |
| Paradigm Asset Management Co LLC | 350 | $137.6K | 0.03% | −150−30.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 355 | $139.5K | 0.01% | −110−23.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 380 | $149.3K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 386 | $151.7K | 0.00% | −127,793−99.7% | Reduced |
| Northwest & Ethical Investments L.P. | 400 | $157.2K | 0.00% | +400 | New |
| Birchbrook, Inc. | 400 | $157.2K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 400 | $157.2K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 415 | $163.1K | 0.04% | −6−1.4% | Reduced |
| Harbour Investments, Inc. | 419 | $164.7K | 0.01% | +22+5.5% | Added |
| Islay Capital Management, LLC | 421 | $165.5K | 0.12% | −22−5.0% | Reduced |
| Private Trust Co NA | 424 | $166.6K | 0.02% | +57+15.5% | Added |
| CVA Family Office, LLC | 451 | $177.3K | 0.03% | +1+0.2% | Added |
| Federated Hermes, Inc. | 493 | $193.8K | 0.00% | −1,152−70.0% | Reduced |
| GAMMA Investing LLC | 496 | $194.9K | 0.04% | +141+39.7% | Added |
| Clean Yield Group | 500 | $196.5K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $196.5K | 0.10% | 00.0% | Unchanged |
| PGGM Investments | 500 | $197.0K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 509 | $200.1K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 511 | $201.0K | 0.02% | +511 | New |
| Worldquant Millennium Advisors LLC | 513 | $201.6K | 0.00% | −787−60.5% | Reduced |
| EverSource Wealth Advisors, LLC | 551 | $204.2K | 0.02% | +225+69.0% | Added |
| Stratos Wealth Partners, LTD. | 520 | $204.5K | 0.00% | −145−21.8% | Reduced |
| Human Investing LLC | 522 | $205.0K | 0.04% | 00.0% | Unchanged |
| Claret Asset Management Corp | 522 | $205.0K | 0.03% | −32−5.8% | Reduced |
| Chesapeake Wealth Management | 525 | $206.3K | 0.08% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 525 | $206.8K | 0.06% | +525 | New |
| Lion Street Advisors, LLC | 531 | $207.4K | 0.08% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 528 | $207.5K | 0.10% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 528 | $207.5K | 0.01% | +528 | New |
| Regent Peak Wealth Advisors LLC | 532 | $209.1K | 0.05% | +5+0.9% | Added |
| Prosperity Wealth Management, Inc. | 533 | $209.5K | 0.10% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 534 | $209.9K | 0.01% | +534 | New |
| Sharkey, Howes & Javer | 538 | $211.4K | 0.03% | −128−19.2% | Reduced |
| Cypress Asset Management Inc | 540 | $212.2K | 0.06% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 545 | $214.2K | 0.03% | −116−17.5% | Reduced |
| Rothschild Investment LLC | 545 | $214.2K | 0.02% | +10+1.9% | Added |
| TD Private Client Wealth LLC | 548 | $215.4K | 0.01% | −318−36.7% | Reduced |
| Everpar Advisors LLC | 549 | $215.8K | 0.13% | +549 | New |
| Kathmere Capital Management, LLC | 553 | $217.3K | 0.02% | +1+0.2% | Added |
| Essex Financial Services, Inc. | 554 | $217.9K | 0.02% | +554 | New |
| NBC Securities, Inc. | 557 | $218.0K | 0.02% | +1+0.2% | Added |
| Alpha Cubed Investments, LLC | 555 | $218.1K | 0.01% | +22+4.1% | Added |
| Burke & Herbert Bank & Trust Co | 560 | $220.1K | 0.17% | −40−6.7% | Reduced |