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 |
|---|---|---|---|---|---|
| Titan Global Capital Management USA LLC | 17,906 | $7.04M | 1.11% | −772−4.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 17,903 | $7.04M | 0.57% | +837+4.9% | Added |
| Makena Capital Management LLC | 17,874 | $7.03M | 1.64% | +211+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 17,413 | $6.84M | 0.05% | +14,873+585.6% | Added |
| Tredje AP-fonden | 17,186 | $6.75M | 0.07% | +5,000+41.0% | Added |
| US Bancorp | 17,169 | $6.75M | 0.01% | −371−2.1% | Reduced |
| LGT Group Foundation | 17,156 | $6.74M | 0.16% | −75−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 17,136 | $6.74M | 0.10% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 17,075 | $6.71M | 0.08% | +75+0.4% | Added |
| East Coast Asset Management, LLC. | 16,840 | $6.62M | 2.41% | +20+0.1% | Added |
| Pacer Advisors, Inc. | 16,796 | $6.60M | 0.02% | +4,048+31.8% | Added |
| Kinneret Advisory, LLC | 16,676 | $6.55M | 0.66% | −52−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,567 | $6.51M | 0.08% | +949+6.1% | Added |
| Ghe, LLC | 16,416 | $6.45M | 2.98% | +219+1.4% | Added |
| MML Investors Services, LLC | 16,047 | $6.31M | 0.03% | −352−2.1% | Reduced |
| Donaldson Capital Management, LLC | 15,702 | $6.17M | 0.26% | +541+3.6% | Added |
| Central Bank & Trust Co | 15,515 | $6.10M | 0.87% | −32−0.2% | Reduced |
| Glenmede Trust Co NA | 15,348 | $6.03M | 0.03% | −500−3.2% | Reduced |
| Wedge Capital Management L L P | 15,312 | $6.02M | 0.10% | −6,169−28.7% | Reduced |
| Vancity Investment Management Ltd | 15,298 | $6.01M | 0.72% | −377−2.4% | Reduced |
| XXEC, Inc. | 15,213 | $5.98M | 4.50% | −7,010−31.5% | Reduced |
| Macquarie Group Ltd | 15,210 | $5.98M | 0.01% | −312−2.0% | Reduced |
| AdvisorShares Investments LLC | 15,122 | $5.94M | 1.00% | +5,100+50.9% | Added |
| Elo Mutual Pension Insurance Co | 15,049 | $5.92M | 0.14% | +630+4.4% | Added |
| Crown Oak Advisors, LLC | 14,949 | $5.88M | 3.23% | +202+1.4% | Added |
| Bell Asset Management Ltd | 14,932 | $5.87M | 0.86% | −45−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 14,849 | $5.84M | 0.11% | +3,020+25.5% | Added |
| Susquehanna Fundamental Investments, LLC | 14,502 | $5.70M | 0.27% | +14,502 | New |
| Prudential PLC | 14,020 | $5.51M | 0.05% | +7,983+132.2% | Added |
| Alps Advisors Inc | 13,902 | $5.46M | 0.04% | +874+6.7% | Added |
| Cresset Asset Management, LLC | 13,890 | $5.46M | 0.03% | +2,213+19.0% | Added |
| Penbrook Management LLC | 13,750 | $5.40M | 3.35% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 13,645 | $5.36M | 0.14% | +47+0.3% | Added |
| Oregon Public Employees Retirement Fund | 13,424 | $5.28M | 0.10% | +1,184+9.7% | Added |
| Cloverfields Capital Group, LP | 13,275 | $5.22M | 1.76% | +1,007+8.2% | Added |
| Baird Financial Group, Inc. | 13,054 | $5.13M | 0.01% | −145−1.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,926 | $5.08M | 0.05% | −705−5.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,908 | $5.05M | 0.06% | −1,585−10.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 12,810 | $5.03M | 1.73% | +561+4.6% | Added |
| Allspring Global Investments Holdings, LLC | 12,741 | $5.01M | 0.01% | +1,327+11.6% | Added |
| Kovitz Investment Group Partners, LLC | 12,676 | $4.98M | 0.06% | +2,134+20.2% | Added |
| Nordea Investment Management AB | 12,433 | $4.91M | 0.01% | −500−3.9% | Reduced |
| National Philanthropic Trust | 12,494 | $4.91M | 0.11% | 00.0% | Unchanged |
| Totem Point Management, LLC | 12,254 | $4.82M | 5.27% | −770−5.9% | Reduced |
| Lincoln Capital LLC | 12,233 | $4.81M | 1.07% | −76−0.6% | Reduced |
| Bluegrass Capital Partners LP | 12,000 | $4.72M | 4.92% | −3,000−20.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,990 | $4.71M | 0.01% | −30.0% | Reduced |
| Kentucky Retirement Systems | 11,952 | $4.70M | 0.14% | −640−5.1% | Reduced |
| Exor Capital LLP | 11,931 | $4.69M | 0.20% | +11,931 | New |
| CenterBook Partners LP | 11,901 | $4.68M | 0.32% | +11,901 | New |
| Dai-Ichi Life Insurance Company, Ltd | 11,805 | $4.64M | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 11,800 | $4.64M | 0.19% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,352 | $4.62M | 0.09% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 11,724 | $4.61M | 0.84% | +11,724 | New |
| Wealthfront Advisers LLC | 11,548 | $4.54M | 0.02% | +867+8.1% | Added |
| GTS Securities LLC | 11,436 | $4.49M | 0.12% | −2,039−15.1% | Reduced |
| Midwest Professional Planners, LTD. | 11,353 | $4.46M | 1.57% | −3,140−21.7% | Reduced |
| Rockefeller Capital Management L.P. | 11,273 | $4.43M | 0.01% | −902−7.4% | Reduced |
| QRG Capital Management, Inc. | 11,259 | $4.43M | 0.06% | +449+4.2% | Added |
| Live Oak Private Wealth LLC | 11,219 | $4.41M | 0.76% | +488+4.5% | Added |
| Guggenheim Capital LLC | 11,213 | $4.41M | 0.03% | +37+0.3% | Added |
| JustInvest LLC | 11,185 | $4.40M | 0.09% | +684+6.5% | Added |
| Metis Global Partners, LLC | 11,011 | $4.33M | 0.16% | +419+4.0% | Added |
| Ballentine Partners, LLC | 10,982 | $4.32M | 0.08% | +376+3.5% | Added |
| John G Ullman & Associates Inc | 10,857 | $4.27M | 0.65% | −350−3.1% | Reduced |
| Fogel Capital Management, Inc. | 11,150 | $4.24M | 2.50% | +40+0.4% | Added |
| BNP Paribas | 10,748 | $4.22M | 0.20% | +10,748 | New |
| Lazard Asset Management LLC | 10,703 | $4.21M | 0.01% | −25,719−70.6% | Reduced |
| Fiduciary Trust Co | 10,357 | $4.07M | 0.06% | −1,178−10.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,323 | $4.06M | 0.01% | −196−1.9% | Reduced |
| AQR Capital Management LLC | 10,317 | $4.06M | 0.01% | +1,627+18.7% | Added |
| Hartford Investment Management Co | 10,167 | $4.00M | 0.14% | −433−4.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $3.97M | 0.84% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,009 | $3.93M | 0.03% | +159+1.6% | Added |
| KP Management LLC | 10,000 | $3.93M | 1.69% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 9,830 | $3.87M | 0.68% | −262−2.6% | Reduced |
| Fortis Capital Management LLC | 9,766 | $3.84M | 1.01% | +738+8.2% | Added |
| Kerrisdale Advisers, LLC | 9,673 | $3.80M | 1.19% | 00.0% | Unchanged |
| Glenview Trust Co | 9,636 | $3.79M | 0.08% | −239−2.4% | Reduced |
| Taylor Hoffman Wealth Management | 9,598 | $3.77M | 1.60% | +117+1.2% | Added |
| Insight Wealth Strategies, LLC | 9,595 | $3.77M | 0.55% | +9,595 | New |
| Chicago Partners Investment Group LLC | 9,729 | $3.72M | 0.16% | +1,032+11.9% | Added |
| Transamerica Financial Advisors, Inc. | 9,432 | $3.71M | 0.38% | +8,575+1,000.6% | Added |
| Windmill Hill Asset Management Ltd | 9,372 | $3.68M | 1.32% | +1,815+24.0% | Added |
| Northwest Investment Counselors, LLC | 9,302 | $3.66M | 0.89% | −145−1.5% | Reduced |
| Securian Asset Management, Inc | 9,228 | $3.63M | 0.11% | −730−7.3% | Reduced |
| Credit Agricole S A | 9,676 | $3.62M | 0.06% | +5,223+117.3% | Added |
| Louisiana State Employees Retirement System | 9,200 | $3.62M | 0.07% | −300−3.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,134 | $3.59M | 0.04% | −3,201−26.0% | Reduced |
| Crewe Advisors LLC | 9,063 | $3.56M | 0.42% | +9,063 | New |
| Addenda Capital Inc. | 9,016 | $3.54M | 0.13% | −578−6.0% | Reduced |
| United Capital Financial Advisers, LLC | 8,826 | $3.47M | 0.03% | +1,485+20.2% | Added |
| Teacher Retirement System of Texas | 8,739 | $3.44M | 0.02% | −1,696−16.3% | Reduced |
| Gotham Asset Management, LLC | 8,697 | $3.42M | 0.05% | +1,887+27.7% | Added |
| Advisor Group Holdings, Inc. | 8,684 | $3.41M | 0.01% | −11,915−57.8% | Reduced |
| Allianz SE | 8,590 | $3.38M | 0.11% | +8,590 | New |
| Strategic Advocates LLC | 8,359 | $3.29M | 1.26% | +6,469+342.3% | Added |
| Bank Pictet & Cie (Asia) Ltd | 8,357 | $3.28M | 1.81% | +1,642+24.5% | Added |
| Connable Office Inc | 8,295 | $3.26M | 0.37% | −149−1.8% | Reduced |
| Ieq Capital, LLC | 8,199 | $3.22M | 0.05% | +471+6.1% | Added |