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 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 2,121 | $833.4K | 0.40% | +2,121 | New |
| Central Trust Co | 2,174 | $854.4K | 0.02% | −90−4.0% | Reduced |
| Tudor Investment Corp Et Al | 2,178 | $856.0K | 0.01% | −48,951−95.7% | Reduced |
| Roberts Capital Advisors, LLC | 2,183 | $858.0K | 0.82% | +2,183 | New |
| Maple Capital Management, Inc. | 2,205 | $866.6K | 0.08% | −3−0.1% | Reduced |
| Ballast Advisors LLC | 2,238 | $879.6K | 0.30% | +171+8.3% | Added |
| Legacy Advisors, LLC | 2,244 | $881.9K | 0.11% | −771−25.6% | Reduced |
| Encompass Wealth Advisors, LLC | 2,250 | $884.3K | 0.23% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,283 | $897.3K | 0.04% | +440+23.9% | Added |
| Credential Qtrade Securities Inc. | 2,298 | $903.2K | 0.05% | −75−3.2% | Reduced |
| SRN Advisors, LLC | 2,318 | $911.0K | 0.71% | +108+4.9% | Added |
| Great Lakes Retirement, Inc. | 2,371 | $932.0K | 0.14% | +71+3.1% | Added |
| First Hawaiian Bank | 2,375 | $933.4K | 0.03% | +30+1.3% | Added |
| HB Wealth Management, LLC | 2,378 | $934.6K | 0.01% | +38+1.6% | Added |
| Triangle Securities Wealth Management | 2,387 | $938.3K | 0.27% | −69−2.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,389 | $938.8K | 0.01% | +262+12.3% | Added |
| Oppenheimer & Co Inc | 2,393 | $940.5K | 0.02% | +201+9.2% | Added |
| Qtron Investments LLC | 2,396 | $941.7K | 0.13% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,416 | $949.6K | 0.04% | +284+13.3% | Added |
| Adviser Investments LLC | 2,433 | $956.2K | 0.01% | −117−4.6% | Reduced |
| Cipher Capital LP | 2,437 | $957.8K | 0.44% | +1,431+142.2% | Added |
| Asset Management Group, Inc. | 2,445 | $961.0K | 0.18% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,463 | $968.1K | 0.10% | −134−5.2% | Reduced |
| Independent Advisor Alliance | 2,475 | $972.8K | 0.04% | +474+23.7% | Added |
| Savant Capital, LLC | 2,486 | $977.2K | 0.01% | −753−23.2% | Reduced |
| Horizon Investments, LLC | 2,495 | $980.6K | 0.03% | −94−3.6% | Reduced |
| Rockline Wealth Management, LLC | 2,495 | $980.7K | 0.34% | +249+11.1% | Added |
| Accretive Wealth Partners, LLC | 2,604 | $991.1K | 0.44% | −33−1.3% | Reduced |
| Bahl & Gaynor Inc | 2,527 | $993.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,530 | $994.0K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,531 | $995.1K | 0.01% | +391+18.3% | Added |
| MAI Capital Management | 2,545 | $1.00M | 0.01% | −18−0.7% | Reduced |
| Heritage Wealth Management, LLC | 2,552 | $1.00M | 0.51% | −64−2.4% | Reduced |
| Washington Trust Advisors, Inc. | 2,555 | $1.00M | 0.09% | −106−4.0% | Reduced |
| Lake Street Advisors Group, LLC | 2,556 | $1.00M | 0.05% | +37+1.5% | Added |
| Coldstream Capital Management Inc | 2,560 | $1.01M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,588 | $1.02M | 0.01% | +162+6.7% | Added |
| Bridges Investment Management Inc | 2,600 | $1.02M | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,658 | $1.04M | 0.05% | −892−25.1% | Reduced |
| Investment Management Corp of Ontario | 2,659 | $1.05M | 0.03% | −1,200−31.1% | Reduced |
| CWA Asset Management Group, LLC | 2,659 | $1.05M | 0.06% | +460+20.9% | Added |
| Epoch Investment Partners, Inc. | 2,673 | $1.05M | 0.00% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 2,683 | $1.05M | 0.27% | +58+2.2% | Added |
| Palestra Capital Management LLC | 2,700 | $1.06M | 0.04% | +2,700 | New |
| Avitas Wealth Management LLC | 2,712 | $1.07M | 0.16% | +52+2.0% | Added |
| Meeder Advisory Services, Inc. | 2,729 | $1.07M | 0.11% | +152+5.9% | Added |
| Evermay Wealth Management LLC | 2,742 | $1.08M | 0.16% | −10.0% | Reduced |
| XTX Topco Ltd | 2,774 | $1.09M | 0.15% | +977+54.4% | Added |
| National Asset Management, Inc. | 3,463 | $1.10M | 0.03% | +65+1.9% | Added |
| Versor Investments LP | 2,801 | $1.10M | 0.22% | +2,801 | New |
| Smithfield Trust Co | 2,810 | $1.10M | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 2,812 | $1.11M | 0.28% | −172−5.8% | Reduced |
| Umb Bank N A | 2,852 | $1.12M | 0.02% | +4+0.1% | Added |
| Tower Research Capital LLC (TRC) | 2,874 | $1.13M | 0.03% | −21,964−88.4% | Reduced |
| Raymond James Trust N.A. | 2,886 | $1.13M | 0.03% | −74−2.5% | Reduced |
| Moloney Securities Asset Management, LLC | 2,901 | $1.14M | 0.17% | +15+0.5% | Added |
| Principal Securities, Inc. | 2,928 | $1.15M | 0.04% | −39−1.3% | Reduced |
| Monte Financial Group, LLC | 2,929 | $1.15M | 0.50% | +36+1.2% | Added |
| Hantz Financial Services, Inc. | 2,938 | $1.16M | 0.02% | +276+10.4% | Added |
| Park Avenue Securities LLC | 2,988 | $1.17M | 0.02% | +127+4.4% | Added |
| Quantitative Investment Management, LLC | 2,990 | $1.18M | 0.07% | +2,990 | New |
| Clearstead Advisors, LLC | 2,964 | $1.18M | 0.06% | +79+2.7% | Added |
| Mystic Asset Management, Inc. | 3,000 | $1.18M | 0.49% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,004 | $1.18M | 0.10% | −594−16.5% | Reduced |
| Redmond Asset Management, LLC | 3,006 | $1.18M | 0.38% | −330−9.9% | Reduced |
| Anchor Investment Management, LLC | 3,052 | $1.20M | 0.13% | +12+0.4% | Added |
| CWM, LLC | 3,090 | $1.21M | 0.01% | +130+4.4% | Added |
| Unigestion Holding SA | 3,096 | $1.22M | 0.06% | +1,731+126.8% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.22M | 0.21% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,107 | $1.22M | 0.01% | −348−10.1% | Reduced |
| Boston Private Wealth LLC | 3,119 | $1.23M | 0.03% | +5+0.2% | Added |
| CAPROCK Group, Inc. | 3,148 | $1.24M | 0.07% | +86+2.8% | Added |
| Knollwood Investment Advisory, LLC | 3,150 | $1.24M | 0.22% | 00.0% | Unchanged |
| HM Payson & Co | 3,182 | $1.25M | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 3,186 | $1.25M | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,188 | $1.25M | 0.03% | −4,523−58.7% | Reduced |
| Walleye Trading LLC | 3,190 | $1.25M | 0.02% | −336−9.5% | Reduced |
| Advisory Services Network, LLC | 3,194 | $1.26M | 0.03% | +269+9.2% | Added |
| Hills Bank & Trust Co | 3,209 | $1.26M | 0.11% | −84−2.6% | Reduced |
| Equitable Trust Co | 3,240 | $1.27M | 0.09% | −204−5.9% | Reduced |
| Vestcor Inc | 3,245 | $1.27M | 0.04% | −327−9.2% | Reduced |
| Pinnacle Financial Partners Inc | 3,249 | $1.28M | 0.03% | +28+0.9% | Added |
| Harbert Fund Advisors, Inc. | 3,250 | $1.28M | 0.88% | +1,900+140.7% | Added |
| Global Endowment Management, LP | 3,252 | $1.28M | 0.13% | +1,912+142.7% | Added |
| AXS Investments LLC | 3,254 | $1.28M | 0.31% | −168−4.9% | Reduced |
| Veriti Management LLC | 3,264 | $1.28M | 0.10% | +470+16.8% | Added |
| Shilanski & Associates, Inc. | 3,271 | $1.29M | 0.44% | +3,271 | New |
| Clark Capital Management Group, Inc. | 3,310 | $1.30M | 0.01% | −5−0.2% | Reduced |
| Cypress Capital Group | 3,317 | $1.30M | 0.16% | −104−3.0% | Reduced |
| Miracle Mile Advisors, LLC | 3,398 | $1.34M | 0.03% | +588+20.9% | Added |
| V-Square Quantitative Management LLC | 3,416 | $1.34M | 0.22% | +649+23.5% | Added |
| Westbourne Investment Advisors, Inc. | 3,421 | $1.34M | 0.49% | −490−12.5% | Reduced |
| Merit Financial Group, LLC | 3,541 | $1.35M | 0.03% | +1,267+55.7% | Added |
| Simplicity Wealth,LLC | 3,474 | $1.37M | 0.03% | +3,474 | New |
| Okabena Investment Services Inc | 3,486 | $1.37M | 0.46% | −7,134−67.2% | Reduced |
| Bleakley Financial Group, LLC | 3,492 | $1.37M | 0.04% | −79−2.2% | Reduced |
| Capstone Investment Advisors, LLC | 3,503 | $1.38M | 0.03% | +3,503 | New |
| Sequoia Financial Advisors, LLC | 3,527 | $1.39M | 0.02% | −1,217−25.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,579 | $1.41M | 0.23% | +702+24.4% | Added |
| Alberta Investment Management Corp | 3,600 | $1.41M | 0.01% | 00.0% | Unchanged |