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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 6,970 | $2.74M | 0.01% | −3,204−31.5% | Reduced |
| Kestra Private Wealth Services, LLC | 7,063 | $2.78M | 0.06% | −45−0.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,140 | $2.81M | 0.05% | −601−7.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,194 | $2.83M | 0.22% | −310−4.1% | Reduced |
| Man Group plc | 7,233 | $2.84M | 0.01% | +7,233 | New |
| Slow Capital, Inc. | 7,286 | $2.86M | 0.46% | −259−3.4% | Reduced |
| Dorsey Wright & Associates | 7,299 | $2.87M | 0.75% | +7,299 | New |
| Kingfisher Capital LLC | 7,309 | $2.87M | 0.69% | +73+1.0% | Added |
| Peak Financial Advisors LLC | 7,362 | $2.89M | 1.76% | +7,362 | New |
| Van Den Berg Management I, Inc | 7,430 | $2.92M | 0.86% | −80−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,441 | $2.92M | 0.04% | +1,565+26.6% | Added |
| Sendero Wealth Management, LLC | 7,443 | $2.93M | 0.50% | −154−2.0% | Reduced |
| Wealthcare Advisory Partners LLC | 7,550 | $2.97M | 0.10% | +7,550 | New |
| iA Global Asset Management Inc. | 7,625 | $3.00M | 0.06% | +56+0.7% | Added |
| Boston Trust Walden Corp | 7,630 | $3.00M | 0.02% | −138−1.8% | Reduced |
| Yacktman Asset Management LP | 7,670 | $3.01M | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 7,674 | $3.02M | 0.08% | +1,074+16.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,681 | $3.02M | 0.01% | +173+2.3% | Added |
| Swiss Life Asset Management Ltd | 7,681 | $3.02M | 0.04% | −20,177−72.4% | Reduced |
| Atria Investments LLC | 7,707 | $3.03M | 0.04% | +756+10.9% | Added |
| Rehmann Capital Advisory Group | 7,747 | $3.04M | 0.23% | −19−0.2% | Reduced |
| Altrafin AG | 7,759 | $3.05M | 1.11% | +7,759 | New |
| Intech Investment Management LLC | 7,772 | $3.05M | 0.04% | −4,643−37.4% | Reduced |
| Wetherby Asset Management Inc | 7,801 | $3.07M | 0.15% | −155−1.9% | Reduced |
| Citadel Investment Advisory, Inc. | 7,865 | $3.09M | 1.74% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,892 | $3.10M | 0.11% | −300−3.7% | Reduced |
| Keybank National Association | 7,901 | $3.11M | 0.01% | −40−0.5% | Reduced |
| Smith, Salley & Associates | 7,905 | $3.11M | 0.24% | +516+7.0% | Added |
| Roundview Capital LLC | 7,976 | $3.13M | 0.26% | +341+4.5% | Added |
| Ninety One SA (PTY) Ltd | 7,990 | $3.14M | 0.45% | −1,711−17.6% | Reduced |
| Harbor Advisors LLC | 8,000 | $3.14M | 0.58% | 00.0% | Unchanged |
| First National Bank of Omaha | 6,870 | $3.20M | 0.22% | −3,014−30.5% | Reduced |
| Mercer Global Advisors Inc | 8,138 | $3.20M | 0.01% | +482+6.3% | Added |
| Ieq Capital, LLC | 8,199 | $3.22M | 0.05% | +471+6.1% | Added |
| Connable Office Inc | 8,295 | $3.26M | 0.37% | −149−1.8% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 8,357 | $3.28M | 1.81% | +1,642+24.5% | Added |
| Strategic Advocates LLC | 8,359 | $3.29M | 1.26% | +6,469+342.3% | Added |
| Allianz SE | 8,590 | $3.38M | 0.11% | +8,590 | New |
| Advisor Group Holdings, Inc. | 8,684 | $3.41M | 0.01% | −11,915−57.8% | Reduced |
| Gotham Asset Management, LLC | 8,697 | $3.42M | 0.05% | +1,887+27.7% | Added |
| Teacher Retirement System of Texas | 8,739 | $3.44M | 0.02% | −1,696−16.3% | Reduced |
| United Capital Financial Advisers, LLC | 8,826 | $3.47M | 0.03% | +1,485+20.2% | Added |
| Addenda Capital Inc. | 9,016 | $3.54M | 0.13% | −578−6.0% | Reduced |
| Crewe Advisors LLC | 9,063 | $3.56M | 0.42% | +9,063 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,134 | $3.59M | 0.04% | −3,201−26.0% | Reduced |
| Louisiana State Employees Retirement System | 9,200 | $3.62M | 0.07% | −300−3.2% | Reduced |
| Credit Agricole S A | 9,676 | $3.62M | 0.06% | +5,223+117.3% | Added |
| Securian Asset Management, Inc | 9,228 | $3.63M | 0.11% | −730−7.3% | Reduced |
| Northwest Investment Counselors, LLC | 9,302 | $3.66M | 0.89% | −145−1.5% | Reduced |
| Windmill Hill Asset Management Ltd | 9,372 | $3.68M | 1.32% | +1,815+24.0% | Added |
| Transamerica Financial Advisors, Inc. | 9,432 | $3.71M | 0.38% | +8,575+1,000.6% | Added |
| Chicago Partners Investment Group LLC | 9,729 | $3.72M | 0.16% | +1,032+11.9% | Added |
| Insight Wealth Strategies, LLC | 9,595 | $3.77M | 0.55% | +9,595 | New |
| Taylor Hoffman Wealth Management | 9,598 | $3.77M | 1.60% | +117+1.2% | Added |
| Glenview Trust Co | 9,636 | $3.79M | 0.08% | −239−2.4% | Reduced |
| Kerrisdale Advisers, LLC | 9,673 | $3.80M | 1.19% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 9,766 | $3.84M | 1.01% | +738+8.2% | Added |
| Fiduciary Alliance LLC | 9,830 | $3.87M | 0.68% | −262−2.6% | Reduced |
| KP Management LLC | 10,000 | $3.93M | 1.69% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,009 | $3.93M | 0.03% | +159+1.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $3.97M | 0.84% | 00.0% | Unchanged |
| Hartford Investment Management Co | 10,167 | $4.00M | 0.14% | −433−4.1% | Reduced |
| AQR Capital Management LLC | 10,317 | $4.06M | 0.01% | +1,627+18.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,323 | $4.06M | 0.01% | −196−1.9% | Reduced |
| Fiduciary Trust Co | 10,357 | $4.07M | 0.06% | −1,178−10.2% | Reduced |
| Lazard Asset Management LLC | 10,703 | $4.21M | 0.01% | −25,719−70.6% | Reduced |
| BNP Paribas | 10,748 | $4.22M | 0.20% | +10,748 | New |
| Fogel Capital Management, Inc. | 11,150 | $4.24M | 2.50% | +40+0.4% | Added |
| John G Ullman & Associates Inc | 10,857 | $4.27M | 0.65% | −350−3.1% | Reduced |
| Ballentine Partners, LLC | 10,982 | $4.32M | 0.08% | +376+3.5% | Added |
| Metis Global Partners, LLC | 11,011 | $4.33M | 0.16% | +419+4.0% | Added |
| JustInvest LLC | 11,185 | $4.40M | 0.09% | +684+6.5% | Added |
| Guggenheim Capital LLC | 11,213 | $4.41M | 0.03% | +37+0.3% | Added |
| Live Oak Private Wealth LLC | 11,219 | $4.41M | 0.76% | +488+4.5% | Added |
| QRG Capital Management, Inc. | 11,259 | $4.43M | 0.06% | +449+4.2% | Added |
| Rockefeller Capital Management L.P. | 11,273 | $4.43M | 0.01% | −902−7.4% | Reduced |
| Midwest Professional Planners, LTD. | 11,353 | $4.46M | 1.57% | −3,140−21.7% | Reduced |
| GTS Securities LLC | 11,436 | $4.49M | 0.12% | −2,039−15.1% | Reduced |
| Wealthfront Advisers LLC | 11,548 | $4.54M | 0.02% | +867+8.1% | Added |
| Patton Fund Management, Inc. | 11,724 | $4.61M | 0.84% | +11,724 | New |
| Maryland State Retirement & Pension System | 12,352 | $4.62M | 0.09% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 11,800 | $4.64M | 0.19% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 11,805 | $4.64M | 0.11% | 00.0% | Unchanged |
| CenterBook Partners LP | 11,901 | $4.68M | 0.32% | +11,901 | New |
| Exor Capital LLP | 11,931 | $4.69M | 0.20% | +11,931 | New |
| Kentucky Retirement Systems | 11,952 | $4.70M | 0.14% | −640−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,990 | $4.71M | 0.01% | −30.0% | Reduced |
| Bluegrass Capital Partners LP | 12,000 | $4.72M | 4.92% | −3,000−20.0% | Reduced |
| Lincoln Capital LLC | 12,233 | $4.81M | 1.07% | −76−0.6% | Reduced |
| Totem Point Management, LLC | 12,254 | $4.82M | 5.27% | −770−5.9% | Reduced |
| National Philanthropic Trust | 12,494 | $4.91M | 0.11% | 00.0% | Unchanged |
| Nordea Investment Management AB | 12,433 | $4.91M | 0.01% | −500−3.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,676 | $4.98M | 0.06% | +2,134+20.2% | Added |
| Allspring Global Investments Holdings, LLC | 12,741 | $5.01M | 0.01% | +1,327+11.6% | Added |
| Blue Zone Wealth Advisors, LLC | 12,810 | $5.03M | 1.73% | +561+4.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,908 | $5.05M | 0.06% | −1,585−10.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,926 | $5.08M | 0.05% | −705−5.2% | Reduced |
| Baird Financial Group, Inc. | 13,054 | $5.13M | 0.01% | −145−1.1% | Reduced |
| Cloverfields Capital Group, LP | 13,275 | $5.22M | 1.76% | +1,007+8.2% | Added |
| Oregon Public Employees Retirement Fund | 13,424 | $5.28M | 0.10% | +1,184+9.7% | Added |