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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 561 | $220.5K | 0.00% | −145,304−99.6% | Reduced |
| Plato Investment Management Ltd | 567 | $222.8K | 0.02% | +556+5,054.5% | Added |
| Trust Point Inc. | 571 | $224.4K | 0.02% | +22+4.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 579 | $226.0K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 576 | $226.6K | 0.06% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 584 | $229.5K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 595 | $233.9K | 0.01% | +595 | New |
| Ashton Thomas Private Wealth, LLC | 597 | $234.6K | 0.01% | −36−5.7% | Reduced |
| First National Bank & Trust Co of Newtown | 600 | $235.8K | 0.05% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 600 | $235.8K | 0.07% | 00.0% | Unchanged |
| Cullinan Associates Inc | 600 | $235.8K | 0.01% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $235.8K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 600 | $235.8K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 600 | $235.8K | 0.06% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 600 | $235.8K | 0.14% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 605 | $237.8K | 0.05% | +605 | New |
| Avestar Capital, LLC | 612 | $240.5K | 0.03% | +612 | New |
| Forum Financial Management, LP | 614 | $241.3K | 0.00% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 615 | $241.7K | 0.07% | −37−5.7% | Reduced |
| Integrated Advisors Network LLC | 615 | $241.7K | 0.01% | +7+1.2% | Added |
| Little House Capital LLC | 616 | $242.1K | 0.08% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 619 | $243.4K | 0.16% | 00.0% | Unchanged |
| EWG Elevate Inc. | 622 | $244.5K | 0.09% | −8−1.3% | Reduced |
| Abn Amro Investment Solutions | 624 | $245.3K | 0.00% | −191−23.4% | Reduced |
| Accurate Wealth Management, LLC | 660 | $247.1K | 0.07% | +54+8.9% | Added |
| Dynamic Advisor Solutions LLC | 629 | $247.3K | 0.01% | +11+1.8% | Added |
| FinTrust Capital Advisors, LLC | 634 | $249.2K | 0.05% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 636 | $250.0K | 0.08% | +37+6.2% | Added |
| ASB Consultores, LLC | 636 | $250.0K | 0.06% | +636 | New |
| Allworth Financial LP | 636 | $250.0K | 0.00% | +5+0.8% | Added |
| Hamilton Capital, LLC | 642 | $252.3K | 0.02% | −26−3.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 643 | $252.7K | 0.03% | +16+2.6% | Added |
| Saybrook Capital | 643 | $253.0K | 0.07% | 00.0% | Unchanged |
| Busey Wealth Management | 649 | $255.1K | 0.01% | +649 | New |
| USA Financial Portformulas Corp | 654 | $257.0K | 0.04% | +654 | New |
| Relative Value Partners Group, LLC | 656 | $257.2K | 0.02% | +5+0.8% | Added |
| Caldwell Trust Co | 660 | $259.4K | 0.03% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 661 | $259.8K | 0.04% | +661 | New |
| Financial Advocates Investment Management | 664 | $260.7K | 0.02% | +9+1.4% | Added |
| Wulff, Hansen & Co. | 665 | $261.4K | 0.26% | +665 | New |
| Cyndeo Wealth Partners, LLC | 670 | $263.2K | 0.02% | −1−0.1% | Reduced |
| Kowal Investment Group, LLC | 670 | $263.4K | 0.06% | +88+15.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $263.8K | 0.10% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 674 | $264.9K | 0.00% | −36−5.1% | Reduced |
| West Family Investments, Inc. | 675 | $265.3K | 0.08% | +6+0.9% | Added |
| Great Lakes Advisors, LLC | 676 | $265.7K | 0.00% | −123−15.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 678 | $266.5K | 0.09% | +678 | New |
| Guyasuta Investment Advisors Inc | 686 | $267.9K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 684 | $268.8K | 0.01% | +675+7,500.0% | Added |
| Fox Run Management, L.L.C. | 688 | $270.4K | 0.06% | +688 | New |
| WSFS Capital Management, LLC | 691 | $271.8K | 0.02% | +691 | New |
| Fukoku Mutual Life Insurance Co | 699 | $274.7K | 0.02% | −121−14.8% | Reduced |
| We Are One Seven, LLC | 699 | $274.7K | 0.01% | +46+7.0% | Added |
| Birch Hill Investment Advisors LLC | 700 | $275.1K | 0.01% | −70−9.1% | Reduced |
| FourThought Financial Partners, LLC | 704 | $276.7K | 0.03% | +18+2.6% | Added |
| Graypoint LLC | 706 | $277.5K | 0.02% | +18+2.6% | Added |
| Flagship Harbor Advisors, LLC | 707 | $277.8K | 0.02% | −87−11.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 707 | $277.9K | 0.04% | +7+1.0% | Added |
| Gladstone Institutional Advisory LLC | 709 | $278.7K | 0.02% | −31−4.2% | Reduced |
| Howe & Rusling Inc | 709 | $278.7K | 0.03% | +88+14.2% | Added |
| Carson Advisory Inc. | 720 | $283.0K | 0.20% | 00.0% | Unchanged |
| McLean Asset Management Corp | 713 | $283.9K | 0.10% | +3+0.4% | Added |
| Silvia McColl Wealth Management, LLC | 742 | $285.3K | 0.24% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 730 | $286.9K | 0.00% | −37,410−98.1% | Reduced |
| Morris Financial Concepts, Inc. | 730 | $286.9K | 0.15% | 00.0% | Unchanged |
| 626 Financial, LLC | 740 | $290.8K | 0.18% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 746 | $292.0K | 0.00% | −874−54.0% | Reduced |
| Values Added Financial LLC | 744 | $292.4K | 0.23% | +2+0.3% | Added |
| Tocqueville Asset Management L.P. | 745 | $292.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 751 | $295.8K | 0.02% | +85+12.8% | Added |
| Conning Inc. | 755 | $296.7K | 0.01% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 763 | $299.9K | 0.06% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 763 | $299.9K | 0.09% | +763 | New |
| Flputnam Investment Management Co | 765 | $300.7K | 0.01% | −5−0.6% | Reduced |
| Balboa Wealth Partners | 769 | $302.1K | 0.10% | −180−19.0% | Reduced |
| LGT Fund Management Co Ltd. | 770 | $302.6K | 0.13% | 00.0% | Unchanged |
| Heritage Trust Co | 775 | $304.6K | 0.04% | −12−1.5% | Reduced |
| Aigen Investment Management, LP | 778 | $305.8K | 0.07% | +202+35.1% | Added |
| Fenimore Asset Management Inc | 787 | $309.3K | 0.01% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 789 | $310.1K | 0.05% | +166+26.6% | Added |
| First Trust Investment Solutions L.P. | 791 | $310.9K | 0.05% | +791 | New |
| Loomis Sayles & Co L P | 794 | $312.0K | 0.00% | +40+5.3% | Added |
| GSB Wealth Management, LLC | 794 | $312.1K | 0.09% | 00.0% | Unchanged |
| Addison Advisors LLC | 795 | $312.5K | 0.11% | +14+1.8% | Added |
| Allstate Corp | 797 | $313.2K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $314.4K | 0.03% | −5−0.6% | Reduced |
| Banco BTG Pactual S.A. | 800 | $314.4K | 0.10% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 800 | $314.4K | 0.02% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 803 | $315.6K | 0.02% | +803 | New |
| Manchester Capital Management LLC | 803 | $315.6K | 0.04% | +344+74.9% | Added |
| Pinnacle Associates Ltd | 804 | $315.9K | 0.00% | +31+4.0% | Added |
| M. Kulyk & Associates, LLC | 809 | $318.0K | 0.07% | +809 | New |
| Advisory Alpha, LLC | 814 | $320.0K | 0.01% | +251+44.6% | Added |
| Brighton Jones LLC | 815 | $320.3K | 0.01% | −226−21.7% | Reduced |
| Baldwin Brothers Inc | 815 | $320.3K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 820 | $322.3K | 0.05% | −252−23.5% | Reduced |
| Boltwood Capital Management | 820 | $322.3K | 0.10% | −115−12.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 824 | $323.9K | 0.01% | +5+0.6% | Added |
| Sentry Investment Management LLC | 825 | $324.0K | 0.13% | 00.0% | Unchanged |
| American National Bank | 827 | $325.0K | 0.04% | 00.0% | Unchanged |