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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Campbell Newman Asset Management Inc | 51,344 | $20.2M | 1.64% | −701−1.3% | Reduced |
| Xponance, Inc. | 51,084 | $20.1M | 0.21% | +4,074+8.7% | Added |
| Welch & Forbes LLC | 49,268 | $19.4M | 0.27% | +5,716+13.1% | Added |
| American International Group, Inc. | 48,626 | $19.1M | 0.07% | −562−1.1% | Reduced |
| Fiduciary Group LLC | 48,134 | $18.9M | 2.06% | −1,029−2.1% | Reduced |
| Arizona State Retirement System | 47,264 | $18.6M | 0.13% | +801+1.7% | Added |
| Achmea Investment Management B.V. | 46,672 | $18.3M | 0.35% | +25,770+123.3% | Added |
| LTS One Management LP | 45,000 | $17.7M | 4.59% | +8,000+21.6% | Added |
| Banco Santander, S.A. | 43,973 | $17.3M | 0.21% | +126+0.3% | Added |
| Walter Public Investments Inc. | 43,905 | $17.3M | 3.37% | +6,833+18.4% | Added |
| State of Michigan Retirement System | 43,106 | $16.9M | 0.09% | 00.0% | Unchanged |
| MetLife Investment Management | 42,860 | $16.8M | 0.11% | −1,335−3.0% | Reduced |
| Kestra Advisory Services, LLC | 42,617 | $16.7M | 0.11% | +366+0.9% | Added |
| Jane Street Group, LLC | 41,897 | $16.5M | 0.02% | −30,186−41.9% | Reduced |
| UniSuper Management Pty Ltd | 41,773 | $16.4M | 0.16% | +3,201+8.3% | Added |
| Mariner, LLC | 40,237 | $15.8M | 0.03% | +4,068+11.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 39,736 | $15.6M | 0.30% | +38,503+3,122.7% | Added |
| Shell Asset Management Co | 36,610 | $15.4M | 0.70% | +4,458+13.9% | Added |
| GHP Investment Advisors, Inc. | 39,089 | $15.4M | 0.76% | −1,117−2.8% | Reduced |
| Susquehanna International Group, LLP | 39,083 | $15.4M | 0.02% | −14,175−26.6% | Reduced |
| Janney Montgomery Scott LLC | 38,650 | $15.2M | 0.05% | +3,169+8.9% | Added |
| Candriam Luxembourg S.C.A. | 37,705 | $14.8M | 0.09% | +14,908+65.4% | Added |
| Natixis | 37,645 | $14.8M | 0.08% | +37,645 | New |
| HughesLittle Investment Management Ltd. | 37,298 | $14.7M | 3.22% | −28,465−43.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 37,367 | $14.6M | 0.11% | +1,104+3.0% | Added |
| Comerica Bank | 37,092 | $14.6M | 0.06% | +380+1.0% | Added |
| Progressive Investment Management Corp | 36,825 | $14.5M | 3.97% | −409−1.1% | Reduced |
| Laurion Capital Management LP | 36,644 | $14.4M | 0.40% | +36,644 | New |
| Texas Permanent School Fund | 36,189 | $14.2M | 0.11% | +125+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 36,010 | $14.2M | 0.48% | +1,089+3.1% | Added |
| 1832 Asset Management L.P. | 35,046 | $13.8M | 0.03% | +2,988+9.3% | Added |
| TRB Advisors LP | 35,000 | $13.8M | 2.97% | +35,000 | New |
| Retirement Systems of Alabama | 34,736 | $13.7M | 0.05% | +50+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,550 | $13.6M | 0.09% | +86+0.2% | Added |
| Amalgamated Bank | 34,225 | $13.5M | 0.12% | −6,087−15.1% | Reduced |
| Marex Group plc | 33,570 | $13.2M | 0.43% | +33,570 | New |
| IFM Investors Pty Ltd | 32,815 | $12.9M | 0.14% | −368−1.1% | Reduced |
| USS Investment Management Ltd | 32,476 | $12.8M | 0.11% | +415+1.3% | Added |
| Bamco Inc | 32,270 | $12.7M | 0.03% | +11,711+57.0% | Added |
| 11 Capital Partners LP | 32,121 | $12.6M | 5.53% | +32,121 | New |
| Skandinaviska Enskilda Banken AB (publ) | 32,431 | $12.6M | 0.06% | +154+0.5% | Added |
| Hikari Tsushin, Inc. | 31,689 | $12.5M | 0.99% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 37,685 | $12.3M | 0.03% | +1,421+3.9% | Added |
| Acadian Asset Management LLC | 30,867 | $12.1M | 0.04% | −39,723−56.3% | Reduced |
| Vontobel Holding Ltd. | 30,543 | $12.0M | 0.10% | −8,132−21.0% | Reduced |
| ProShare Advisors LLC | 30,496 | $12.0M | 0.03% | −1,992−6.1% | Reduced |
| Round Hill Asset Management | 30,114 | $11.8M | 7.16% | −4,255−12.4% | Reduced |
| Congress Wealth Management LLC | 29,710 | $11.7M | 0.20% | +971+3.4% | Added |
| Blair William & Co | 29,534 | $11.6M | 0.04% | +489+1.7% | Added |
| Janus Henderson Group PLC | 29,360 | $11.5M | 0.01% | +5,701+24.1% | Added |
| Robeco Institutional Asset Management B.V. | 29,318 | $11.5M | 0.03% | −109,495−78.9% | Reduced |
| Fifth Third Bancorp | 29,258 | $11.5M | 0.04% | −45−0.2% | Reduced |
| Truist Financial Corp | 28,357 | $11.1M | 0.02% | +590+2.1% | Added |
| Thrivent Financial for Lutherans | 28,323 | $11.1M | 0.02% | +21,475+313.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,043 | $11.0M | 0.12% | −600−2.1% | Reduced |
| AMF Pensionsforsakring AB | 27,777 | $10.9M | 0.08% | −15,133−35.3% | Reduced |
| Czech National Bank | 27,691 | $10.9M | 0.14% | +126+0.5% | Added |
| Utah Retirement Systems | 27,523 | $10.8M | 0.13% | −48−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 27,326 | $10.7M | 1.12% | +745+2.8% | Added |
| Brasada Capital Management, LP | 27,133 | $10.7M | 1.92% | −355−1.3% | Reduced |
| Aquamarine Zurich AGSuperinvestorAquamarine | 27,000 | $10.6M | 4.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 26,991 | $10.6M | 0.32% | +26,991 | New |
| Ossiam | 26,901 | $10.6M | 0.19% | −28,745−51.7% | Reduced |
| Picton Mahoney Asset Management | 25,875 | $10.2M | 0.43% | +14,470+126.9% | Added |
| Dock Street Asset Management Inc | 24,951 | $9.81M | 1.47% | −897−3.5% | Reduced |
| Public Sector Pension Investment Board | 24,860 | $9.77M | 0.07% | +114+0.5% | Added |
| Ethic Inc. | 24,290 | $9.55M | 0.24% | +3,297+15.7% | Added |
| Generate Investment Management Ltd | 24,277 | $9.54M | 0.75% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 24,173 | $9.50M | 1.27% | +24,173 | New |
| New York Life Investment Management LLC | 24,059 | $9.46M | 0.09% | −804−3.2% | Reduced |
| Genus Capital Management Inc. | 23,763 | $9.34M | 1.21% | +23,763 | New |
| Public Employees Retirement Association of Colorado | 23,446 | $9.21M | 0.04% | −1,222−5.0% | Reduced |
| Allianz Asset Management GmbH | 23,348 | $9.18M | 0.02% | +318+1.4% | Added |
| SG Americas Securities, LLC | 23,165 | $9.11M | 0.05% | −80,455−77.6% | Reduced |
| CIBC Asset Management Inc | 23,142 | $9.10M | 0.03% | +711+3.2% | Added |
| Pathstone Holdings, LLC | 23,119 | $9.09M | 0.04% | +1,834+8.6% | Added |
| Alapocas Investment Partners, Inc. | 22,738 | $8.94M | 5.32% | −68−0.3% | Reduced |
| Mitchell Sinkler & Starr | 22,575 | $8.87M | 2.22% | −2,009−8.2% | Reduced |
| Commonwealth Equity Services, LLC | 22,220 | $8.73M | 0.01% | +1,173+5.6% | Added |
| Yousif Capital Management, LLC | 21,775 | $8.56M | 0.09% | +1,185+5.8% | Added |
| Tower Bridge Advisors | 21,604 | $8.49M | 0.86% | −13,336−38.2% | Reduced |
| Point72 Europe (London) LLP | 20,900 | $8.21M | 0.76% | −4,195−16.7% | Reduced |
| Oxbow Advisors, LLC | 20,797 | $8.17M | 1.12% | −482−2.3% | Reduced |
| Mutual of America Capital Management LLC | 20,634 | $8.11M | 0.09% | −430−2.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 20,223 | $7.95M | 0.16% | +148+0.7% | Added |
| High Ground Investment Management LLP | 20,130 | $7.91M | 3.80% | −21,000−51.1% | Reduced |
| American Century Companies Inc | 19,855 | $7.80M | 0.00% | −1,600−7.5% | Reduced |
| ING Groep NV | 19,844 | $7.80M | 0.05% | −26,986−57.6% | Reduced |
| Scotia Capital Inc. | 19,797 | $7.78M | 0.05% | +1,284+6.9% | Added |
| British Columbia Investment Management Corp | 19,726 | $7.75M | 0.05% | +715+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 19,724 | $7.75M | 0.09% | +2,237+12.8% | Added |
| Carderock Capital Management Inc | 19,628 | $7.71M | 2.16% | +282+1.5% | Added |
| Nissay Asset Management Corp | 19,282 | $7.58M | 0.05% | −438−2.2% | Reduced |
| Creative Planning | 19,021 | $7.48M | 0.01% | +1,490+8.5% | Added |
| 1623 Capital LLC | 18,800 | $7.39M | 4.13% | −409−2.1% | Reduced |
| Cetera Investment Advisers | 18,753 | $7.37M | 0.02% | +12,588+204.2% | Added |
| Daiwa Securities Group Inc. | 18,740 | $7.37M | 0.04% | +1,955+11.6% | Added |
| Oppenheimer Asset Management Inc. | 18,498 | $7.27M | 0.11% | −2,096−10.2% | Reduced |
| Bridgewater Associates, LP | 18,256 | $7.18M | 0.04% | +18,256 | New |
| Trium Capital LLP | 18,063 | $7.10M | 2.66% | +3,127+20.9% | Added |