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 |
|---|---|---|---|---|---|
| White Pine Capital LLC | 879 | $325.5K | 0.12% | +85+10.7% | Added |
| AE Wealth Management LLC | 831 | $326.6K | 0.00% | −549−39.8% | Reduced |
| Pitcairn Co | 834 | $327.8K | 0.02% | +52+6.6% | Added |
| Carmichael Hill & Associates, Inc. | 839 | $329.8K | 0.14% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 840 | $330.2K | 0.06% | +213+34.0% | Added |
| Legacy Financial Advisors, Inc. | 840 | $330.2K | 0.06% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 843 | $331.3K | 0.23% | +9+1.1% | Added |
| Pegasus Partners Ltd. | 844 | $331.7K | 0.04% | −1,029−54.9% | Reduced |
| Abacus Planning Group, Inc. | 849 | $333.7K | 0.07% | −21−2.4% | Reduced |
| Walleye Capital LLC | 851 | $334.5K | 0.00% | +851 | New |
| 4J Wealth Management LLC | 851 | $334.6K | 0.29% | −3−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 852 | $334.9K | 0.00% | −3−0.4% | Reduced |
| International Assets Investment Management, LLC | 852 | $335.6K | 0.04% | +285+50.3% | Added |
| Western Wealth Management, LLC | 858 | $337.1K | 0.03% | −12−1.4% | Reduced |
| Roanoke Asset Management Corp | 866 | $340.0K | 0.11% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 868 | $341.2K | 0.06% | +5+0.6% | Added |
| Sunflower Bank, N.A. | 876 | $344.3K | 0.08% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 877 | $344.7K | 0.02% | −51−5.5% | Reduced |
| Abbrea Capital, LLC | 880 | $346.0K | 0.05% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 900 | $347.0K | 0.16% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 886 | $348.2K | 0.05% | −17−1.9% | Reduced |
| RSM US Wealth Management LLC | 889 | $349.4K | 0.01% | −1−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 890 | $349.8K | 0.03% | −148−14.3% | Reduced |
| Invictus Private Wealth, LLC | 899 | $353.3K | 0.03% | −47−5.0% | Reduced |
| Winslow Capital Management, LLC | 900 | $353.7K | 0.00% | −717,732−99.9% | Reduced |
| Great Valley Advisor Group, Inc. | 909 | $357.1K | 0.01% | +52+6.1% | Added |
| GWM Advisors LLC | 917 | $360.2K | 0.00% | +632+221.8% | Added |
| Fulton Bank, N.A. | 919 | $361.2K | 0.01% | +919 | New |
| Shelton Capital Management | 931 | $365.9K | 0.01% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 931 | $365.9K | 0.21% | +931 | New |
| Morningstar Investment Management LLC | 930 | $366.0K | 0.04% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 933 | $366.7K | 0.01% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 935 | $367.0K | 0.01% | +935 | New |
| Scientech Research LLC | 935 | $367.5K | 0.19% | −326−25.9% | Reduced |
| Invesco, LLC | 935 | $367.5K | 0.16% | +42+4.7% | Added |
| Capital Advisors, Ltd. LLC | 936 | $368.0K | 0.05% | +25+2.7% | Added |
| Seeds Investor LLC | 939 | $369.3K | 0.34% | +54+6.1% | Added |
| Pettee Investors, Inc. | 946 | $371.8K | 0.16% | 00.0% | Unchanged |
| Baxter Bros Inc | 949 | $373.0K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 953 | $374.6K | 0.01% | +113+13.5% | Added |
| Skopos Labs, Inc. | 953 | $375.4K | 0.16% | −89−8.5% | Reduced |
| KG&L Capital Management,LLC | 956 | $375.7K | 0.15% | +45+4.9% | Added |
| Lindbrook Capital, LLC | 958 | $376.5K | 0.04% | +12+1.3% | Added |
| Correct Capital Wealth Management | 963 | $378.5K | 0.09% | −500−34.2% | Reduced |
| Shearwater Capital LLC | 964 | $379.0K | 0.28% | 00.0% | Unchanged |
| Castleview Partners, LLC | 965 | $379.3K | 0.21% | +45+4.9% | Added |
| Smartleaf Asset Management LLC | 974 | $380.1K | 0.07% | +282+40.8% | Added |
| Hutner Capital Management Inc | 969 | $380.8K | 0.21% | 00.0% | Unchanged |
| NBT Bank N A | 981 | $385.6K | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 988 | $388.3K | 0.03% | −200−16.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 860 | $391.0K | 0.02% | −625−42.1% | Reduced |
| Coastal Investment Advisors, Inc. | 996 | $391.3K | 0.08% | −1−0.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,000 | $393.0K | 0.04% | −5−0.5% | Reduced |
| Cumberland Partners Ltd | 1,000 | $393.0K | 0.03% | +1,000 | New |
| FORA Capital, LLC | 1,001 | $393.4K | 0.03% | +1,001 | New |
| Integrated Wealth Concepts LLC | 1,001 | $393.9K | 0.01% | +164+19.6% | Added |
| Advisors Preferred, LLC | 1,005 | $395.9K | 0.07% | −123−10.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,009 | $396.6K | 0.22% | +4+0.4% | Added |
| Edgestream Partners, L.P. | 1,012 | $397.7K | 0.02% | −35−3.3% | Reduced |
| Howland Capital Management LLC | 1,013 | $398.1K | 0.02% | −40−3.8% | Reduced |
| Crestmont Private Wealth LLC | 1,025 | $402.9K | 0.20% | +131+14.7% | Added |
| PDS Planning, Inc | 1,031 | $405.2K | 0.04% | +52+5.3% | Added |
| Penobscot Investment Management Company, Inc. | 1,035 | $406.8K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,037 | $407.6K | 0.01% | −165−13.7% | Reduced |
| Summit Financial, LLC | 1,039 | $408.4K | 0.02% | −273−20.8% | Reduced |
| Broadleaf Partners, LLC | 1,040 | $408.8K | 0.10% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,043 | $409.9K | 0.01% | −1−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,048 | $411.9K | 0.01% | −128−10.9% | Reduced |
| Fidelis Capital Partners, LLC | 1,051 | $413.1K | 0.06% | +133+14.5% | Added |
| Mayfair Advisory Group, LLC | 1,055 | $414.6K | 0.30% | +5+0.5% | Added |
| Synovus Financial Corp | 1,056 | $415.0K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 1,060 | $416.6K | 0.03% | −30−2.8% | Reduced |
| Cross Staff Investments Inc | 1,062 | $417.4K | 0.35% | −100−8.6% | Reduced |
| Bradley Foster & Sargent Inc | 1,068 | $419.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,069 | $420.1K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,073 | $421.7K | 0.15% | +443+70.3% | Added |
| BSW Wealth Partners | 1,081 | $424.7K | 0.07% | +292+37.0% | Added |
| CX Institutional | 1,095 | $430.4K | 0.02% | −16−1.4% | Reduced |
| Wilkins Investment Counsel Inc | 1,100 | $432.3K | 0.06% | +1,100 | New |
| Patton Albertson Miller Group, LLC | 1,108 | $435.5K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,110 | $436.3K | 0.06% | +11+1.0% | Added |
| Mesirow Financial Investment Management, Inc. | 1,109 | $437.7K | 0.01% | +181+19.5% | Added |
| Trust Co of Vermont | 1,117 | $439.0K | 0.02% | +971+665.1% | Added |
| Hoylecohen, LLC | 1,122 | $441.0K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,133 | $445.5K | 0.02% | +54+5.0% | Added |
| Resurgent Financial Advisors LLC | 1,147 | $450.8K | 0.24% | +148+14.8% | Added |
| Smart Money Group LLC | 1,218 | $451.2K | 0.18% | +451+58.8% | Added |
| Prosperity Consulting Group, LLC | 1,163 | $457.1K | 0.06% | +264+29.4% | Added |
| Unique Wealth Strategies, LLC | 1,174 | $461.2K | 0.23% | +1,174 | New |
| Lincoln National Corp | 1,177 | $462.8K | 0.01% | −250−17.5% | Reduced |
| Proficio Capital Partners LLC | 1,182 | $464.4K | 0.05% | +34+3.0% | Added |
| Avantax Advisory Services, Inc. | 1,189 | $467.4K | 0.00% | +153+14.8% | Added |
| Park Edge Advisors, LLC | 1,190 | $467.7K | 0.13% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1,193 | $469.0K | 0.31% | +1,193 | New |
| Haverford Trust Co | 1,196 | $470.1K | 0.00% | +109+10.0% | Added |
| Legacy Private Trust Co. | 1,197 | $470.5K | 0.03% | −35−2.8% | Reduced |
| Symmetry Partners, LLC | 1,198 | $471.0K | 0.04% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,200 | $471.6K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,202 | $472.3K | 0.04% | +2+0.2% | Added |
| Eqis Capital Management, Inc. | 1,205 | $473.4K | 0.04% | +278+30.0% | Added |