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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 1,480 | $581.7K | 0.06% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,545 | $576.1K | 0.16% | +2+0.1% | Added |
| Brave Asset Management Inc | 1,463 | $575.0K | 0.15% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,437 | $564.6K | 0.02% | +1,437 | New |
| Cinctive Capital Management LP | 1,429 | $561.6K | 0.03% | −7,191−83.4% | Reduced |
| E Fund Management Co., Ltd. | 1,425 | $560.1K | 0.03% | +1,425 | New |
| Mission Wealth Management, LP | 1,419 | $557.5K | 0.01% | +62+4.6% | Added |
| Argyle Capital Management Inc. | 1,400 | $550.2K | 0.21% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,393 | $547.6K | 0.01% | −119−7.9% | Reduced |
| AustralianSuper Pty Ltd | 1,378 | $542.8K | 0.00% | −25,185−94.8% | Reduced |
| Lido Advisors, LLC | 1,369 | $538.2K | 0.00% | −84−5.8% | Reduced |
| Panagora Asset Management Inc | 1,354 | $532.2K | 0.00% | −42−3.0% | Reduced |
| First Horizon Advisors, Inc. | 1,333 | $523.9K | 0.02% | −10−0.7% | Reduced |
| Charter Trust Co | 1,326 | $521.2K | 0.03% | −57−4.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,325 | $520.8K | 0.00% | +1,325 | New |
| DDD Partners, LLC | 1,291 | $507.4K | 0.06% | 00.0% | Unchanged |
| Hilltop National Bank | 1,288 | $506.2K | 0.17% | +1,288 | New |
| Johnson Investment Counsel Inc | 1,287 | $505.8K | 0.01% | −719−35.8% | Reduced |
| Advanced Portfolio Management, LLC | 1,285 | $505.0K | 0.95% | +1,285 | New |
| Concurrent Investment Advisors, LLC | 1,274 | $500.7K | 0.02% | −56−4.2% | Reduced |
| FineMark National Bank & Trust | 1,270 | $499.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,266 | $497.6K | 0.04% | −114−8.3% | Reduced |
| Nomura Holdings Inc | 1,257 | $494.0K | 0.00% | −1,905−60.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,257 | $494.0K | 0.04% | −3−0.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $494.0K | 0.23% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,247 | $490.0K | 0.01% | −365−22.6% | Reduced |
| HTLF Bank | 1,240 | $487.4K | 0.06% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 1,240 | $487.4K | 0.16% | +1,240 | New |
| Simmons Bank | 1,239 | $487.0K | 0.04% | +415+50.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,235 | $485.4K | 0.02% | +71+6.1% | Added |
| TownSquare Capital, LLC | 1,222 | $480.3K | 0.01% | +142+13.1% | Added |
| Westpac Banking Corp | 1,216 | $477.9K | 0.04% | +3+0.2% | Added |
| Summit Trail Advisors, LLC | 1,207 | $474.4K | 0.01% | +123+11.3% | Added |
| Eqis Capital Management, Inc. | 1,205 | $473.4K | 0.04% | +278+30.0% | Added |
| Schechter Investment Advisors, LLC | 1,202 | $472.3K | 0.04% | +2+0.2% | Added |
| Fayez Sarofim & Co | 1,200 | $471.6K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,198 | $471.0K | 0.04% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,197 | $470.5K | 0.03% | −35−2.8% | Reduced |
| Haverford Trust Co | 1,196 | $470.1K | 0.00% | +109+10.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,193 | $469.0K | 0.31% | +1,193 | New |
| Park Edge Advisors, LLC | 1,190 | $467.7K | 0.13% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,189 | $467.4K | 0.00% | +153+14.8% | Added |
| Proficio Capital Partners LLC | 1,182 | $464.4K | 0.05% | +34+3.0% | Added |
| Lincoln National Corp | 1,177 | $462.8K | 0.01% | −250−17.5% | Reduced |
| Unique Wealth Strategies, LLC | 1,174 | $461.2K | 0.23% | +1,174 | New |
| Prosperity Consulting Group, LLC | 1,163 | $457.1K | 0.06% | +264+29.4% | Added |
| Smart Money Group LLC | 1,218 | $451.2K | 0.18% | +451+58.8% | Added |
| Resurgent Financial Advisors LLC | 1,147 | $450.8K | 0.24% | +148+14.8% | Added |
| RFG Advisory, LLC | 1,133 | $445.5K | 0.02% | +54+5.0% | Added |
| Hoylecohen, LLC | 1,122 | $441.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,117 | $439.0K | 0.02% | +971+665.1% | Added |
| Mesirow Financial Investment Management, Inc. | 1,109 | $437.7K | 0.01% | +181+19.5% | Added |
| Cornerstone Advisory, LLC | 1,110 | $436.3K | 0.06% | +11+1.0% | Added |
| Patton Albertson Miller Group, LLC | 1,108 | $435.5K | 0.07% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,100 | $432.3K | 0.06% | +1,100 | New |
| CX Institutional | 1,095 | $430.4K | 0.02% | −16−1.4% | Reduced |
| BSW Wealth Partners | 1,081 | $424.7K | 0.07% | +292+37.0% | Added |
| VisionPoint Advisory Group, LLC | 1,073 | $421.7K | 0.15% | +443+70.3% | Added |
| Stratos Wealth Advisors, LLC | 1,069 | $420.1K | 0.02% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,068 | $419.8K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,062 | $417.4K | 0.35% | −100−8.6% | Reduced |
| Tributary Capital Management, LLC | 1,060 | $416.6K | 0.03% | −30−2.8% | Reduced |
| Synovus Financial Corp | 1,056 | $415.0K | 0.01% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,055 | $414.6K | 0.30% | +5+0.5% | Added |
| Fidelis Capital Partners, LLC | 1,051 | $413.1K | 0.06% | +133+14.5% | Added |
| Exchange Traded Concepts, LLC | 1,048 | $411.9K | 0.01% | −128−10.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,043 | $409.9K | 0.01% | −1−0.1% | Reduced |
| Broadleaf Partners, LLC | 1,040 | $408.8K | 0.10% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,039 | $408.4K | 0.02% | −273−20.8% | Reduced |
| Snowden Capital Advisors LLC | 1,037 | $407.6K | 0.01% | −165−13.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,035 | $406.8K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,031 | $405.2K | 0.04% | +52+5.3% | Added |
| Crestmont Private Wealth LLC | 1,025 | $402.9K | 0.20% | +131+14.7% | Added |
| Howland Capital Management LLC | 1,013 | $398.1K | 0.02% | −40−3.8% | Reduced |
| Edgestream Partners, L.P. | 1,012 | $397.7K | 0.02% | −35−3.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,009 | $396.6K | 0.22% | +4+0.4% | Added |
| Advisors Preferred, LLC | 1,005 | $395.9K | 0.07% | −123−10.9% | Reduced |
| Integrated Wealth Concepts LLC | 1,001 | $393.9K | 0.01% | +164+19.6% | Added |
| FORA Capital, LLC | 1,001 | $393.4K | 0.03% | +1,001 | New |
| Beese Fulmer Investment Management, Inc. | 1,000 | $393.0K | 0.04% | −5−0.5% | Reduced |
| Cumberland Partners Ltd | 1,000 | $393.0K | 0.03% | +1,000 | New |
| Coastal Investment Advisors, Inc. | 996 | $391.3K | 0.08% | −1−0.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 860 | $391.0K | 0.02% | −625−42.1% | Reduced |
| PFG Advisors | 988 | $388.3K | 0.03% | −200−16.8% | Reduced |
| NBT Bank N A | 981 | $385.6K | 0.03% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 969 | $380.8K | 0.21% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 974 | $380.1K | 0.07% | +282+40.8% | Added |
| Castleview Partners, LLC | 965 | $379.3K | 0.21% | +45+4.9% | Added |
| Shearwater Capital LLC | 964 | $379.0K | 0.28% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 963 | $378.5K | 0.09% | −500−34.2% | Reduced |
| Lindbrook Capital, LLC | 958 | $376.5K | 0.04% | +12+1.3% | Added |
| KG&L Capital Management,LLC | 956 | $375.7K | 0.15% | +45+4.9% | Added |
| Skopos Labs, Inc. | 953 | $375.4K | 0.16% | −89−8.5% | Reduced |
| Aptus Capital Advisors, LLC | 953 | $374.6K | 0.01% | +113+13.5% | Added |
| Baxter Bros Inc | 949 | $373.0K | 0.05% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 946 | $371.8K | 0.16% | 00.0% | Unchanged |
| Seeds Investor LLC | 939 | $369.3K | 0.34% | +54+6.1% | Added |
| Capital Advisors, Ltd. LLC | 936 | $368.0K | 0.05% | +25+2.7% | Added |
| Scientech Research LLC | 935 | $367.5K | 0.19% | −326−25.9% | Reduced |
| Invesco, LLC | 935 | $367.5K | 0.16% | +42+4.7% | Added |