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 3 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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 3,600 | $1.41M | 0.01% | +1,250+53.2% | Added |
| K.J. Harrison & Partners Inc | 3,624 | $1.42M | 0.22% | +3,020+500.0% | Added |
| Citizens Financial Group Inc | 3,633 | $1.43M | 0.05% | −189−4.9% | Reduced |
| Long Road Investment Counsel, LLC | 3,679 | $1.45M | 0.61% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,691 | $1.45M | 0.42% | +190+5.4% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.46M | 0.52% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,811 | $1.50M | 0.00% | +1,344+54.5% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 3,822 | $1.50M | 1.25% | +3,822 | New |
| Beacon Pointe Advisors, LLC | 3,827 | $1.50M | 0.02% | −504−11.6% | Reduced |
| Angeles Wealth Management, LLC | 3,845 | $1.51M | 0.15% | +10+0.3% | Added |
| Darwin Advisors, LLC | 3,846 | $1.51M | 0.42% | −451−10.5% | Reduced |
| HighPoint Advisor Group LLC | 3,819 | $1.52M | 0.11% | +24+0.6% | Added |
| Davenport & Co LLC | 3,903 | $1.53M | 0.01% | +428+12.3% | Added |
| TD Waterhouse Canada Inc. | 3,865 | $1.54M | 0.01% | +538+16.2% | Added |
| Texas Yale Capital Corp. | 3,943 | $1.55M | 0.07% | +13+0.3% | Added |
| Banque Cantonale Vaudoise | 3,947 | $1.55M | 0.06% | −5,433−57.9% | Reduced |
| Signaturefd, LLC | 3,952 | $1.55M | 0.03% | +79+2.0% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.57M | 0.57% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,028 | $1.58M | 0.10% | +943+30.6% | Added |
| Northwestern Mutual Wealth Management Co | 4,087 | $1.61M | 0.00% | −756−15.6% | Reduced |
| Essex Savings Bank | 4,134 | $1.61M | 0.47% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,185 | $1.63M | 0.09% | +295+7.6% | Added |
| Ferguson Wellman Capital Management, Inc | 4,163 | $1.64M | 0.03% | −3−0.1% | Reduced |
| Vident Advisory, LLC | 4,175 | $1.64M | 0.03% | +171+4.3% | Added |
| Bokf, NA | 4,171 | $1.64M | 0.03% | −123−2.9% | Reduced |
| Rodgers Brothers Inc. | 4,181 | $1.64M | 0.22% | −47−1.1% | Reduced |
| Value Partners Investments Inc. | 4,191 | $1.65M | 0.13% | +344+8.9% | Added |
| Bryn Mawr Trust Co | 4,213 | $1.66M | 0.06% | +4,213 | New |
| Squarepoint Ops LLC | 4,268 | $1.68M | 0.01% | −52,963−92.5% | Reduced |
| IMS Capital Management | 4,270 | $1.68M | 0.78% | +30+0.7% | Added |
| Landscape Capital Management, L.L.C. | 4,333 | $1.70M | 0.15% | +4,333 | New |
| Apollon Wealth Management, LLC | 4,336 | $1.70M | 0.05% | −115−2.6% | Reduced |
| Accent Capital Management, LLC | 4,430 | $1.74M | 1.50% | +425+10.6% | Added |
| Kirtland Hills Capital Management, LLC | 4,447 | $1.76M | 1.52% | +4,447 | New |
| Everence Capital Management Inc | 4,475 | $1.76M | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,499 | $1.77M | 0.00% | +42+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,514 | $1.77M | 0.01% | +85+1.9% | Added |
| Meiji Yasuda Life Insurance Co | 4,550 | $1.79M | 0.04% | +4,550 | New |
| Rossmore Private Capital | 4,600 | $1.81M | 0.24% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 4,605 | $1.81M | 1.28% | +141+3.2% | Added |
| Atom Investors LP | 4,627 | $1.82M | 0.23% | +4,627 | New |
| Lineweaver Wealth Advisors, LLC | 4,647 | $1.83M | 0.43% | +10+0.2% | Added |
| La Banque Postale Asset Management SA | 4,654 | $1.83M | 0.07% | −2,898−38.4% | Reduced |
| Parallel Advisors, LLC | 4,684 | $1.84M | 0.05% | −141−2.9% | Reduced |
| Blue Edge Capital, LLC | 4,686 | $1.84M | 0.31% | +4,686 | New |
| Engineers Gate Manager LP | 4,693 | $1.84M | 0.05% | +4,693 | New |
| Beacon Investment Advisory Services, Inc. | 4,699 | $1.85M | 0.08% | −335−6.7% | Reduced |
| Diversified Trust Co | 4,770 | $1.87M | 0.06% | −29−0.6% | Reduced |
| Brevan Howard Capital Management LP | 4,776 | $1.88M | 0.17% | −5−0.1% | Reduced |
| Blue Fin Capital, Inc. | 4,779 | $1.88M | 0.42% | +22+0.5% | Added |
| Empowered Funds, LLC | 4,809 | $1.89M | 0.03% | +113+2.4% | Added |
| Quantinno Capital Management LP | 4,958 | $1.95M | 0.04% | +848+20.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,994 | $1.96M | 0.05% | +12+0.2% | Added |
| Naples Global Advisors, LLC | 5,088 | $2.00M | 0.20% | −100−1.9% | Reduced |
| Legato Capital Management LLC | 5,129 | $2.02M | 0.24% | 00.0% | Unchanged |
| First National Advisers, LLC | 5,587 | $2.03M | 0.45% | +723+14.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,194 | $2.04M | 0.14% | −413−7.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,211 | $2.05M | 0.09% | −233−4.3% | Reduced |
| Ingalls & Snyder LLC | 5,286 | $2.08M | 0.09% | +400+8.2% | Added |
| Motley Fool Asset Management LLC | 5,394 | $2.12M | 0.14% | +354+7.0% | Added |
| Kornitzer Capital Management Inc | 5,395 | $2.12M | 0.04% | −1,874−25.8% | Reduced |
| Fairbanks Capital Management, Inc. | 5,407 | $2.13M | 1.47% | −80−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 5,416 | $2.13M | 0.03% | −163−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,459 | $2.15M | 0.12% | +1,621+42.2% | Added |
| SkyView Investment Advisors, LLC | 5,477 | $2.15M | 0.40% | +663+13.8% | Added |
| Transcend Wealth Collective, LLC | 5,482 | $2.15M | 0.17% | −26−0.5% | Reduced |
| General Partner, Inc. | 5,491 | $2.16M | 1.36% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 5,507 | $2.16M | 0.35% | −148−2.6% | Reduced |
| MCF Advisors LLC | 5,509 | $2.17M | 0.17% | −289−5.0% | Reduced |
| Norinchukin Bank, The | 5,544 | $2.18M | 0.07% | −89−1.6% | Reduced |
| Huntington National Bank | 5,562 | $2.19M | 0.02% | +165+3.1% | Added |
| Saturna Capital CORP | 5,689 | $2.24M | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,735 | $2.25M | 0.14% | +191+3.4% | Added |
| Baker Avenue Asset Management, LP | 5,903 | $2.32M | 0.09% | −25−0.4% | Reduced |
| NewEdge Wealth, LLC | 6,181 | $2.33M | 0.05% | +451+7.9% | Added |
| Whittier Trust Co of Nevada Inc | 5,969 | $2.35M | 0.07% | +99+1.7% | Added |
| T. Rowe Price Investment Management, Inc. | 5,974 | $2.35M | 0.00% | +2,597+76.9% | Added |
| Applied Capital LLC | 5,984 | $2.35M | 1.91% | +97+1.6% | Added |
| Regions Financial Corp | 6,102 | $2.40M | 0.02% | +12+0.2% | Added |
| LMCG Investments, LLC | 6,107 | $2.40M | 0.14% | 00.0% | Unchanged |
| Commerce Bank | 6,172 | $2.43M | 0.02% | +7+0.1% | Added |
| Tiaa Trust, National Association | 6,226 | $2.45M | 0.01% | −60−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 6,231 | $2.45M | 0.19% | −76−1.2% | Reduced |
| Vinva Investment Management Ltd | 6,269 | $2.46M | 0.14% | +566+9.9% | Added |
| Metropolitan Life Insurance Co | 6,348 | $2.49M | 0.11% | −59−0.9% | Reduced |
| Change Path, LLC | 6,379 | $2.51M | 0.10% | +722+12.8% | Added |
| Moore Capital Management, LP | 6,441 | $2.53M | 0.05% | +6,441 | New |
| Greenleaf Trust | 6,442 | $2.53M | 0.02% | +59+0.9% | Added |
| Brinker Capital Investments, LLC | 6,443 | $2.53M | 0.03% | −168−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 6,443 | $2.53M | 0.03% | −168−2.5% | Reduced |
| Keebeck Wealth Management, LLC | 6,495 | $2.55M | 0.38% | −122−1.8% | Reduced |
| Olstein Capital Management, L.P. | 6,500 | $2.56M | 0.42% | −500−7.1% | Reduced |
| Atria Wealth Solutions, Inc. | 6,511 | $2.56M | 0.03% | +344+5.6% | Added |
| Crawford Investment Counsel Inc | 6,624 | $2.60M | 0.05% | −46−0.7% | Reduced |
| Ostrum Asset Management | 6,657 | $2.62M | 0.21% | −1,130−14.5% | Reduced |
| Trust Co of Toledo NA | 6,750 | $2.65M | 0.41% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 6,767 | $2.66M | 0.34% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 6,789 | $2.67M | 0.15% | −23−0.3% | Reduced |
| Rathbone Brothers plc | 6,805 | $2.67M | 0.02% | +33+0.5% | Added |
| Toroso Investments, LLC | 6,880 | $2.70M | 0.05% | +614+9.8% | Added |