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 |
|---|---|---|---|---|---|
| Accent Capital Management, LLC | 4,430 | $1.74M | 1.50% | +425+10.6% | Added |
| Apollon Wealth Management, LLC | 4,336 | $1.70M | 0.05% | −115−2.6% | Reduced |
| Landscape Capital Management, L.L.C. | 4,333 | $1.70M | 0.15% | +4,333 | New |
| IMS Capital Management | 4,270 | $1.68M | 0.78% | +30+0.7% | Added |
| Squarepoint Ops LLC | 4,268 | $1.68M | 0.01% | −52,963−92.5% | Reduced |
| Bryn Mawr Trust Co | 4,213 | $1.66M | 0.06% | +4,213 | New |
| Value Partners Investments Inc. | 4,191 | $1.65M | 0.13% | +344+8.9% | Added |
| Rodgers Brothers Inc. | 4,181 | $1.64M | 0.22% | −47−1.1% | Reduced |
| Bokf, NA | 4,171 | $1.64M | 0.03% | −123−2.9% | Reduced |
| Vident Advisory, LLC | 4,175 | $1.64M | 0.03% | +171+4.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,163 | $1.64M | 0.03% | −3−0.1% | Reduced |
| Level Four Advisory Services, LLC | 4,185 | $1.63M | 0.09% | +295+7.6% | Added |
| Essex Savings Bank | 4,134 | $1.61M | 0.47% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,087 | $1.61M | 0.00% | −756−15.6% | Reduced |
| NEOS Investment Management LLC | 4,028 | $1.58M | 0.10% | +943+30.6% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.57M | 0.57% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,952 | $1.55M | 0.03% | +79+2.0% | Added |
| Banque Cantonale Vaudoise | 3,947 | $1.55M | 0.06% | −5,433−57.9% | Reduced |
| Texas Yale Capital Corp. | 3,943 | $1.55M | 0.07% | +13+0.3% | Added |
| TD Waterhouse Canada Inc. | 3,865 | $1.54M | 0.01% | +538+16.2% | Added |
| Davenport & Co LLC | 3,903 | $1.53M | 0.01% | +428+12.3% | Added |
| HighPoint Advisor Group LLC | 3,819 | $1.52M | 0.11% | +24+0.6% | Added |
| Darwin Advisors, LLC | 3,846 | $1.51M | 0.42% | −451−10.5% | Reduced |
| Angeles Wealth Management, LLC | 3,845 | $1.51M | 0.15% | +10+0.3% | Added |
| Beacon Pointe Advisors, LLC | 3,827 | $1.50M | 0.02% | −504−11.6% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 3,822 | $1.50M | 1.25% | +3,822 | New |
| CIBC World Markets Inc. | 3,811 | $1.50M | 0.00% | +1,344+54.5% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.46M | 0.52% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,691 | $1.45M | 0.42% | +190+5.4% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.45M | 0.61% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,633 | $1.43M | 0.05% | −189−4.9% | Reduced |
| K.J. Harrison & Partners Inc | 3,624 | $1.42M | 0.22% | +3,020+500.0% | Added |
| Alberta Investment Management Corp | 3,600 | $1.41M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,600 | $1.41M | 0.01% | +1,250+53.2% | Added |
| Linden Thomas Advisory Services, LLC | 3,579 | $1.41M | 0.23% | +702+24.4% | Added |
| Sequoia Financial Advisors, LLC | 3,527 | $1.39M | 0.02% | −1,217−25.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,503 | $1.38M | 0.03% | +3,503 | New |
| Bleakley Financial Group, LLC | 3,492 | $1.37M | 0.04% | −79−2.2% | Reduced |
| Okabena Investment Services Inc | 3,486 | $1.37M | 0.46% | −7,134−67.2% | Reduced |
| Simplicity Wealth,LLC | 3,474 | $1.37M | 0.03% | +3,474 | New |
| Merit Financial Group, LLC | 3,541 | $1.35M | 0.03% | +1,267+55.7% | Added |
| Westbourne Investment Advisors, Inc. | 3,421 | $1.34M | 0.49% | −490−12.5% | Reduced |
| V-Square Quantitative Management LLC | 3,416 | $1.34M | 0.22% | +649+23.5% | Added |
| Miracle Mile Advisors, LLC | 3,398 | $1.34M | 0.03% | +588+20.9% | Added |
| Cypress Capital Group | 3,317 | $1.30M | 0.16% | −104−3.0% | Reduced |
| Clark Capital Management Group, Inc. | 3,310 | $1.30M | 0.01% | −5−0.2% | Reduced |
| Shilanski & Associates, Inc. | 3,271 | $1.29M | 0.44% | +3,271 | New |
| Veriti Management LLC | 3,264 | $1.28M | 0.10% | +470+16.8% | Added |
| AXS Investments LLC | 3,254 | $1.28M | 0.31% | −168−4.9% | Reduced |
| Global Endowment Management, LP | 3,252 | $1.28M | 0.13% | +1,912+142.7% | Added |
| Harbert Fund Advisors, Inc. | 3,250 | $1.28M | 0.88% | +1,900+140.7% | Added |
| Pinnacle Financial Partners Inc | 3,249 | $1.28M | 0.03% | +28+0.9% | Added |
| Vestcor Inc | 3,245 | $1.27M | 0.04% | −327−9.2% | Reduced |
| Equitable Trust Co | 3,240 | $1.27M | 0.09% | −204−5.9% | Reduced |
| Hills Bank & Trust Co | 3,209 | $1.26M | 0.11% | −84−2.6% | Reduced |
| Advisory Services Network, LLC | 3,194 | $1.26M | 0.03% | +269+9.2% | Added |
| Walleye Trading LLC | 3,190 | $1.25M | 0.02% | −336−9.5% | Reduced |
| Jump Financial, LLC | 3,188 | $1.25M | 0.03% | −4,523−58.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,186 | $1.25M | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3,182 | $1.25M | 0.02% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3,150 | $1.24M | 0.22% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,148 | $1.24M | 0.07% | +86+2.8% | Added |
| Boston Private Wealth LLC | 3,119 | $1.23M | 0.03% | +5+0.2% | Added |
| Private Advisor Group, LLC | 3,107 | $1.22M | 0.01% | −348−10.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,104 | $1.22M | 0.21% | 00.0% | Unchanged |
| Unigestion Holding SA | 3,096 | $1.22M | 0.06% | +1,731+126.8% | Added |
| CWM, LLC | 3,090 | $1.21M | 0.01% | +130+4.4% | Added |
| Anchor Investment Management, LLC | 3,052 | $1.20M | 0.13% | +12+0.4% | Added |
| Redmond Asset Management, LLC | 3,006 | $1.18M | 0.38% | −330−9.9% | Reduced |
| Sepio Capital, LP | 3,004 | $1.18M | 0.10% | −594−16.5% | Reduced |
| Mystic Asset Management, Inc. | 3,000 | $1.18M | 0.49% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,964 | $1.18M | 0.06% | +79+2.7% | Added |
| Quantitative Investment Management, LLC | 2,990 | $1.18M | 0.07% | +2,990 | New |
| Park Avenue Securities LLC | 2,988 | $1.17M | 0.02% | +127+4.4% | Added |
| Hantz Financial Services, Inc. | 2,938 | $1.16M | 0.02% | +276+10.4% | Added |
| Monte Financial Group, LLC | 2,929 | $1.15M | 0.50% | +36+1.2% | Added |
| Principal Securities, Inc. | 2,928 | $1.15M | 0.04% | −39−1.3% | Reduced |
| Moloney Securities Asset Management, LLC | 2,901 | $1.14M | 0.17% | +15+0.5% | Added |
| Raymond James Trust N.A. | 2,886 | $1.13M | 0.03% | −74−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,874 | $1.13M | 0.03% | −21,964−88.4% | Reduced |
| Umb Bank N A | 2,852 | $1.12M | 0.02% | +4+0.1% | Added |
| Key Financial Inc | 2,812 | $1.11M | 0.28% | −172−5.8% | Reduced |
| Smithfield Trust Co | 2,810 | $1.10M | 0.06% | 00.0% | Unchanged |
| Versor Investments LP | 2,801 | $1.10M | 0.22% | +2,801 | New |
| National Asset Management, Inc. | 3,463 | $1.10M | 0.03% | +65+1.9% | Added |
| XTX Topco Ltd | 2,774 | $1.09M | 0.15% | +977+54.4% | Added |
| Evermay Wealth Management LLC | 2,742 | $1.08M | 0.16% | −10.0% | Reduced |
| Meeder Advisory Services, Inc. | 2,729 | $1.07M | 0.11% | +152+5.9% | Added |
| Avitas Wealth Management LLC | 2,712 | $1.07M | 0.16% | +52+2.0% | Added |
| Palestra Capital Management LLC | 2,700 | $1.06M | 0.04% | +2,700 | New |
| DoubleLine ETF Adviser LP | 2,683 | $1.05M | 0.27% | +58+2.2% | Added |
| Epoch Investment Partners, Inc. | 2,673 | $1.05M | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,659 | $1.05M | 0.06% | +460+20.9% | Added |
| Investment Management Corp of Ontario | 2,659 | $1.05M | 0.03% | −1,200−31.1% | Reduced |
| Waldron Private Wealth LLC | 2,658 | $1.04M | 0.05% | −892−25.1% | Reduced |
| Bridges Investment Management Inc | 2,600 | $1.02M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,588 | $1.02M | 0.01% | +162+6.7% | Added |
| Coldstream Capital Management Inc | 2,560 | $1.01M | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,556 | $1.00M | 0.05% | +37+1.5% | Added |
| Washington Trust Advisors, Inc. | 2,555 | $1.00M | 0.09% | −106−4.0% | Reduced |