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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 1,207 | $474.4K | 0.01% | +123+11.3% | Added |
| Westpac Banking Corp | 1,216 | $477.9K | 0.04% | +3+0.2% | Added |
| TownSquare Capital, LLC | 1,222 | $480.3K | 0.01% | +142+13.1% | Added |
| Clifford Swan Investment Counsel LLC | 1,235 | $485.4K | 0.02% | +71+6.1% | Added |
| Simmons Bank | 1,239 | $487.0K | 0.04% | +415+50.4% | Added |
| HTLF Bank | 1,240 | $487.4K | 0.06% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 1,240 | $487.4K | 0.16% | +1,240 | New |
| Simplex Trading, LLC | 1,247 | $490.0K | 0.01% | −365−22.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $494.0K | 0.23% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,257 | $494.0K | 0.00% | −1,905−60.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,257 | $494.0K | 0.04% | −3−0.2% | Reduced |
| Quadrant Capital Group LLC | 1,266 | $497.6K | 0.04% | −114−8.3% | Reduced |
| FineMark National Bank & Trust | 1,270 | $499.1K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,274 | $500.7K | 0.02% | −56−4.2% | Reduced |
| Advanced Portfolio Management, LLC | 1,285 | $505.0K | 0.95% | +1,285 | New |
| Johnson Investment Counsel Inc | 1,287 | $505.8K | 0.01% | −719−35.8% | Reduced |
| Hilltop National Bank | 1,288 | $506.2K | 0.17% | +1,288 | New |
| DDD Partners, LLC | 1,291 | $507.4K | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,325 | $520.8K | 0.00% | +1,325 | New |
| Charter Trust Co | 1,326 | $521.2K | 0.03% | −57−4.1% | Reduced |
| First Horizon Advisors, Inc. | 1,333 | $523.9K | 0.02% | −10−0.7% | Reduced |
| Panagora Asset Management Inc | 1,354 | $532.2K | 0.00% | −42−3.0% | Reduced |
| Lido Advisors, LLC | 1,369 | $538.2K | 0.00% | −84−5.8% | Reduced |
| AustralianSuper Pty Ltd | 1,378 | $542.8K | 0.00% | −25,185−94.8% | Reduced |
| Wealthspire Advisors, LLC | 1,393 | $547.6K | 0.01% | −119−7.9% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $550.2K | 0.21% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,419 | $557.5K | 0.01% | +62+4.6% | Added |
| E Fund Management Co., Ltd. | 1,425 | $560.1K | 0.03% | +1,425 | New |
| Cinctive Capital Management LP | 1,429 | $561.6K | 0.03% | −7,191−83.4% | Reduced |
| Dynasty Wealth Management, LLC | 1,437 | $564.6K | 0.02% | +1,437 | New |
| Brave Asset Management Inc | 1,463 | $575.0K | 0.15% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,545 | $576.1K | 0.16% | +2+0.1% | Added |
| Cozad Asset Management Inc | 1,480 | $581.7K | 0.06% | 00.0% | Unchanged |
| Bollard Group LLC | 1,480 | $582.0K | 0.02% | +1,480 | New |
| Threadgill Financial, LLC | 1,481 | $582.1K | 0.26% | +1,481 | New |
| Graham Capital Management, L.P. | 1,500 | $589.5K | 0.02% | −3,003−66.7% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $591.5K | 0.21% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,510 | $593.5K | 0.02% | +113+8.1% | Added |
| Empower Advisory Group, LLC | 1,545 | $607.2K | 0.00% | +16+1.0% | Added |
| Evercore Wealth Management, LLC | 1,554 | $610.8K | 0.01% | −105−6.3% | Reduced |
| RMB Capital Management, LLC | 1,563 | $614.3K | 0.01% | +5+0.3% | Added |
| Dodge & Cox | 1,566 | $615.5K | 0.00% | −136−8.0% | Reduced |
| LVW Advisors, LLC | 1,566 | $615.5K | 0.10% | +221+16.4% | Added |
| Argent Trust Co | 1,569 | $616.7K | 0.03% | +62+4.1% | Added |
| Motco | 1,577 | $619.8K | 0.04% | +1,561+9,756.3% | Added |
| Valeo Financial Advisors, LLC | 1,639 | $624.8K | 0.02% | +6+0.4% | Added |
| Ellevest, Inc. | 1,594 | $626.5K | 0.04% | +32+2.0% | Added |
| Grey Street Capital, LLC | 1,610 | $632.8K | 0.09% | +1,610 | New |
| Institute for Wealth Management, LLC. | 1,611 | $633.2K | 0.08% | −17−1.0% | Reduced |
| Evergreen Capital Management LLC | 1,612 | $633.6K | 0.02% | −375−18.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,622 | $637.5K | 0.04% | +152+10.3% | Added |
| Syon Capital LLC | 1,623 | $637.9K | 0.06% | +8+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,625 | $638.7K | 0.01% | +1+0.1% | Added |
| Strategy Asset Managers LLC | 1,651 | $648.9K | 0.14% | +1,651 | New |
| Circle Wealth Management, LLC | 1,655 | $650.5K | 0.02% | +117+7.6% | Added |
| GeoWealth Management, LLC | 1,656 | $650.9K | 0.03% | +1,294+357.5% | Added |
| Lakeview Capital Partners, LLC | 1,659 | $652.1K | 0.11% | +48+3.0% | Added |
| Assetmark, Inc | 1,660 | $652.4K | 0.00% | −3,225−66.0% | Reduced |
| Pacific Global Investment Management CO | 1,660 | $652.6K | 0.12% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,667 | $655.2K | 0.05% | −359−17.7% | Reduced |
| IFP Advisors, Inc | 1,683 | $661.6K | 0.03% | −16−0.9% | Reduced |
| Cornerstone Planning Group LLC | 1,742 | $662.8K | 0.21% | −125−6.7% | Reduced |
| Cigna Investments Inc | 1,687 | $663.0K | 0.13% | −30−1.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,688 | $663.4K | 0.07% | +18+1.1% | Added |
| Patriot Investment Management Inc. | 1,689 | $663.8K | 0.05% | −201−10.6% | Reduced |
| D.B. Root & Company, LLC | 1,691 | $664.6K | 0.22% | −3−0.2% | Reduced |
| Baader Bank INC | 1,700 | $668.2K | 0.05% | +397+30.5% | Added |
| Ameritas Investment Partners, Inc. | 1,702 | $668.9K | 0.02% | −47−2.7% | Reduced |
| Mather Group, LLC. | 1,740 | $679.6K | 0.01% | +3+0.2% | Added |
| High Net Worth Advisory Group LLC | 1,744 | $685.4K | 0.22% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,757 | $690.6K | 0.23% | +33+1.9% | Added |
| Brown Brothers Harriman & Co | 1,760 | $691.7K | 0.01% | −34−1.9% | Reduced |
| Ritholtz Wealth Management | 1,785 | $701.6K | 0.02% | +36+2.1% | Added |
| J.W. Cole Advisors, Inc. | 1,809 | $711.0K | 0.04% | +26+1.5% | Added |
| Trust Asset Management LLC | 1,820 | $715.3K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,822 | $716.1K | 0.06% | −122−6.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,825 | $717.4K | 0.11% | −41−2.2% | Reduced |
| Choate Investment Advisors | 1,828 | $718.5K | 0.02% | −28−1.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,831 | $720.0K | 0.04% | +10+0.5% | Added |
| Spinnaker Trust | 1,840 | $723.2K | 0.05% | +55+3.1% | Added |
| J. W. Coons Advisors, LLC | 1,850 | $727.1K | 0.16% | +100+5.7% | Added |
| Azzad Asset Management Inc | 1,854 | $728.9K | 0.08% | −76−3.9% | Reduced |
| Whittier Trust Co | 1,870 | $734.9K | 0.01% | −513−21.5% | Reduced |
| Fishman Jay A Ltd | 1,875 | $736.9K | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,876 | $746.5K | 0.05% | +89+5.0% | Added |
| SYSTM Wealth Solutions LLC | 1,918 | $753.9K | 0.10% | −2,052−51.7% | Reduced |
| Riversedge Advisors, LLC | 1,934 | $760.1K | 0.19% | +22+1.2% | Added |
| Balentine LLC | 1,956 | $768.9K | 0.02% | +70+3.7% | Added |
| Delta Investment Management, LLC | 1,966 | $772.8K | 0.18% | +6+0.3% | Added |
| Spirepoint Private Client, LLC | 1,984 | $779.8K | 0.12% | +1,984 | New |
| Proequities, Inc. | 1,994 | $783.7K | 0.05% | +673+50.9% | Added |
| Stonebridge Capital Management Inc | 2,000 | $786.0K | 0.35% | 00.0% | Unchanged |
| Sentry LLC | 2,042 | $802.6K | 0.15% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 2,070 | $813.6K | 0.15% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,070 | $813.6K | 0.04% | +2,070 | New |
| Benjamin F. Edwards & Company, Inc. | 2,077 | $817.0K | 0.01% | +411+24.7% | Added |
| Verdence Capital Advisors LLC | 2,085 | $819.6K | 0.07% | −21−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,163 | $820.3K | 0.01% | −125−5.5% | Reduced |
| Seneca Financial Advisors LLC | 2,100 | $825.4K | 0.44% | 00.0% | Unchanged |
| OLIO Financial Planning | 2,124 | $829.8K | 0.35% | 00.0% | Unchanged |