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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, LLC | 2,552 | $1.00M | 0.51% | −64−2.4% | Reduced |
| MAI Capital Management | 2,545 | $1.00M | 0.01% | −18−0.7% | Reduced |
| D.A. Davidson & Co. | 2,531 | $995.1K | 0.01% | +391+18.3% | Added |
| Capital Analysts, LLC | 2,530 | $994.0K | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,527 | $993.2K | 0.01% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,604 | $991.1K | 0.44% | −33−1.3% | Reduced |
| Rockline Wealth Management, LLC | 2,495 | $980.7K | 0.34% | +249+11.1% | Added |
| Horizon Investments, LLC | 2,495 | $980.6K | 0.03% | −94−3.6% | Reduced |
| Savant Capital, LLC | 2,486 | $977.2K | 0.01% | −753−23.2% | Reduced |
| Independent Advisor Alliance | 2,475 | $972.8K | 0.04% | +474+23.7% | Added |
| SRS Capital Advisors, Inc. | 2,463 | $968.1K | 0.10% | −134−5.2% | Reduced |
| Asset Management Group, Inc. | 2,445 | $961.0K | 0.18% | 00.0% | Unchanged |
| Cipher Capital LP | 2,437 | $957.8K | 0.44% | +1,431+142.2% | Added |
| Adviser Investments LLC | 2,433 | $956.2K | 0.01% | −117−4.6% | Reduced |
| Profund Advisors LLC | 2,416 | $949.6K | 0.04% | +284+13.3% | Added |
| Qtron Investments LLC | 2,396 | $941.7K | 0.13% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,393 | $940.5K | 0.02% | +201+9.2% | Added |
| Prime Capital Investment Advisors, LLC | 2,389 | $938.8K | 0.01% | +262+12.3% | Added |
| Triangle Securities Wealth Management | 2,387 | $938.3K | 0.27% | −69−2.8% | Reduced |
| HB Wealth Management, LLC | 2,378 | $934.6K | 0.01% | +38+1.6% | Added |
| First Hawaiian Bank | 2,375 | $933.4K | 0.03% | +30+1.3% | Added |
| Great Lakes Retirement, Inc. | 2,371 | $932.0K | 0.14% | +71+3.1% | Added |
| SRN Advisors, LLC | 2,318 | $911.0K | 0.71% | +108+4.9% | Added |
| Credential Qtrade Securities Inc. | 2,298 | $903.2K | 0.05% | −75−3.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,283 | $897.3K | 0.04% | +440+23.9% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $884.3K | 0.23% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,244 | $881.9K | 0.11% | −771−25.6% | Reduced |
| Ballast Advisors LLC | 2,238 | $879.6K | 0.30% | +171+8.3% | Added |
| Maple Capital Management, Inc. | 2,205 | $866.6K | 0.08% | −3−0.1% | Reduced |
| Roberts Capital Advisors, LLC | 2,183 | $858.0K | 0.82% | +2,183 | New |
| Tudor Investment Corp Et Al | 2,178 | $856.0K | 0.01% | −48,951−95.7% | Reduced |
| Central Trust Co | 2,174 | $854.4K | 0.02% | −90−4.0% | Reduced |
| Empirical Asset Management, LLC | 2,121 | $833.4K | 0.40% | +2,121 | New |
| OLIO Financial Planning | 2,124 | $829.8K | 0.35% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 2,100 | $825.4K | 0.44% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,163 | $820.3K | 0.01% | −125−5.5% | Reduced |
| Verdence Capital Advisors LLC | 2,085 | $819.6K | 0.07% | −21−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,077 | $817.0K | 0.01% | +411+24.7% | Added |
| Robertson Stephens Wealth Management, LLC | 2,070 | $813.6K | 0.04% | +2,070 | New |
| Lawson Kroeker Investment Management Inc | 2,070 | $813.6K | 0.15% | 00.0% | Unchanged |
| Sentry LLC | 2,042 | $802.6K | 0.15% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,000 | $786.0K | 0.35% | 00.0% | Unchanged |
| Proequities, Inc. | 1,994 | $783.7K | 0.05% | +673+50.9% | Added |
| Spirepoint Private Client, LLC | 1,984 | $779.8K | 0.12% | +1,984 | New |
| Delta Investment Management, LLC | 1,966 | $772.8K | 0.18% | +6+0.3% | Added |
| Balentine LLC | 1,956 | $768.9K | 0.02% | +70+3.7% | Added |
| Riversedge Advisors, LLC | 1,934 | $760.1K | 0.19% | +22+1.2% | Added |
| SYSTM Wealth Solutions LLC | 1,918 | $753.9K | 0.10% | −2,052−51.7% | Reduced |
| Wedmont Private Capital | 1,876 | $746.5K | 0.05% | +89+5.0% | Added |
| Fishman Jay A Ltd | 1,875 | $736.9K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 1,870 | $734.9K | 0.01% | −513−21.5% | Reduced |
| Azzad Asset Management Inc | 1,854 | $728.9K | 0.08% | −76−3.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,850 | $727.1K | 0.16% | +100+5.7% | Added |
| Spinnaker Trust | 1,840 | $723.2K | 0.05% | +55+3.1% | Added |
| Reynders McVeigh Capital Management, LLC | 1,831 | $720.0K | 0.04% | +10+0.5% | Added |
| Choate Investment Advisors | 1,828 | $718.5K | 0.02% | −28−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 1,825 | $717.4K | 0.11% | −41−2.2% | Reduced |
| Geller Advisors LLC | 1,822 | $716.1K | 0.06% | −122−6.3% | Reduced |
| Trust Asset Management LLC | 1,820 | $715.3K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,809 | $711.0K | 0.04% | +26+1.5% | Added |
| Ritholtz Wealth Management | 1,785 | $701.6K | 0.02% | +36+2.1% | Added |
| Brown Brothers Harriman & Co | 1,760 | $691.7K | 0.01% | −34−1.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,757 | $690.6K | 0.23% | +33+1.9% | Added |
| High Net Worth Advisory Group LLC | 1,744 | $685.4K | 0.22% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,740 | $679.6K | 0.01% | +3+0.2% | Added |
| Ameritas Investment Partners, Inc. | 1,702 | $668.9K | 0.02% | −47−2.7% | Reduced |
| Baader Bank INC | 1,700 | $668.2K | 0.05% | +397+30.5% | Added |
| D.B. Root & Company, LLC | 1,691 | $664.6K | 0.22% | −3−0.2% | Reduced |
| Patriot Investment Management Inc. | 1,689 | $663.8K | 0.05% | −201−10.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,688 | $663.4K | 0.07% | +18+1.1% | Added |
| Cigna Investments Inc | 1,687 | $663.0K | 0.13% | −30−1.7% | Reduced |
| Cornerstone Planning Group LLC | 1,742 | $662.8K | 0.21% | −125−6.7% | Reduced |
| IFP Advisors, Inc | 1,683 | $661.6K | 0.03% | −16−0.9% | Reduced |
| Clarius Group, LLC | 1,667 | $655.2K | 0.05% | −359−17.7% | Reduced |
| Pacific Global Investment Management CO | 1,660 | $652.6K | 0.12% | 00.0% | Unchanged |
| Assetmark, Inc | 1,660 | $652.4K | 0.00% | −3,225−66.0% | Reduced |
| Lakeview Capital Partners, LLC | 1,659 | $652.1K | 0.11% | +48+3.0% | Added |
| GeoWealth Management, LLC | 1,656 | $650.9K | 0.03% | +1,294+357.5% | Added |
| Circle Wealth Management, LLC | 1,655 | $650.5K | 0.02% | +117+7.6% | Added |
| Strategy Asset Managers LLC | 1,651 | $648.9K | 0.14% | +1,651 | New |
| Bartlett & Co. Wealth Management LLC | 1,625 | $638.7K | 0.01% | +1+0.1% | Added |
| Syon Capital LLC | 1,623 | $637.9K | 0.06% | +8+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 1,622 | $637.5K | 0.04% | +152+10.3% | Added |
| Evergreen Capital Management LLC | 1,612 | $633.6K | 0.02% | −375−18.9% | Reduced |
| Institute for Wealth Management, LLC. | 1,611 | $633.2K | 0.08% | −17−1.0% | Reduced |
| Grey Street Capital, LLC | 1,610 | $632.8K | 0.09% | +1,610 | New |
| Ellevest, Inc. | 1,594 | $626.5K | 0.04% | +32+2.0% | Added |
| Valeo Financial Advisors, LLC | 1,639 | $624.8K | 0.02% | +6+0.4% | Added |
| Motco | 1,577 | $619.8K | 0.04% | +1,561+9,756.3% | Added |
| Argent Trust Co | 1,569 | $616.7K | 0.03% | +62+4.1% | Added |
| Dodge & Cox | 1,566 | $615.5K | 0.00% | −136−8.0% | Reduced |
| LVW Advisors, LLC | 1,566 | $615.5K | 0.10% | +221+16.4% | Added |
| RMB Capital Management, LLC | 1,563 | $614.3K | 0.01% | +5+0.3% | Added |
| Evercore Wealth Management, LLC | 1,554 | $610.8K | 0.01% | −105−6.3% | Reduced |
| Empower Advisory Group, LLC | 1,545 | $607.2K | 0.00% | +16+1.0% | Added |
| NorthRock Partners, LLC | 1,510 | $593.5K | 0.02% | +113+8.1% | Added |
| Borer Denton & Associates, Inc. | 1,505 | $591.5K | 0.21% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,500 | $589.5K | 0.02% | −3,003−66.7% | Reduced |
| Threadgill Financial, LLC | 1,481 | $582.1K | 0.26% | +1,481 | New |
| Bollard Group LLC | 1,480 | $582.0K | 0.02% | +1,480 | New |