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Livermore
Livermore
ZHEN

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 2 sales; 1,415 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, Q2 2024

Institutional positions in Moodys Corp as of Jun 30, 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
1,161
+39 vs. Q1 2024
Shares held
166.9M
+1.53M (+0.9%) vs. Q1 2024
Total value
$70.2B
+$5.28B (+8.1%) vs. Q1 2024
New holders
111
418 more added
Sold out
72
392 more reduced

11 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,161 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ2 2024: $70.2B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2024.

Institutions holding MCO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$80.00%0Unchanged
Y.D. More Investments Ltd84$940.00%+84New
Studio Investment Management LLC1$4210.00%−1−50.0%Reduced
Creative Capital Management Investments LLC1$4210.00%00.0%Unchanged
Country Trust Bank1$4210.00%+1New
Redwood Wealth Management Group, LLC1$4210.00%+1New
ClariVest Asset Management LLC2$8390.00%00.0%Unchanged
Continuum Advisory, LLC2$8420.00%00.0%Unchanged
Delta Asset Management LLC2$8420.00%00.0%Unchanged
POM Investment Strategies, LLC2$8420.00%00.0%Unchanged
Opal Wealth Advisors, LLC2$8420.00%+2New
Lynx Investment Advisory2$8420.00%+2New
Strengthening Families & Communities, LLC2$1.00K0.00%+2New
Horizon Financial Services, LLC3$1.26K0.00%00.0%Unchanged
Fairman Group, LLC3$1.26K0.00%00.0%Unchanged
WestEnd Advisors, LLC3$1.26K0.00%+2+200.0%Added
Kimelman & Baird, LLC3$1.26K0.00%+3New
Rakuten Securities, Inc.4$1.68K0.00%−5−55.6%Reduced
Global Financial Private Client, LLC4$1.68K0.00%00.0%Unchanged
NVWM, LLC4$1.68K0.00%+3+300.0%Added
Wolff Wiese Magana LLC5$2.10K0.00%00.0%Unchanged
Fairway Wealth LLC5$2.10K0.00%+5New
Montag A & Associates Inc5$2.26K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$2.53K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.6$2.53K0.00%+6New
Colonial Trust Co7$2.94K0.00%00.0%Unchanged
Westside Investment Management, Inc.7$2.95K0.00%+7New
Valued Wealth Advisors LLC7$2.95K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$2.95K0.00%+1+16.7%Added
Financial Network Wealth Advisors LLC7$2.95K0.00%+7New
Independence Bank of Kentucky8$3.37K0.00%00.0%Unchanged
Aspire Private Capital, LLC8$3.37K0.00%00.0%Unchanged
Godsey & Gibb Associates8$3.37K0.00%00.0%Unchanged
Chilton Capital Management LLC8$3.37K0.00%+8New
Bruce G. Allen Investments, LLC9$3.79K0.00%−3−25.0%Reduced
Pacific Center for Financial Services9$3.79K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC9$3.79K0.00%00.0%Unchanged
SJS Investment Consulting Inc.9$3.79K0.00%00.0%Unchanged
Planning Capital Management Corp9$3.79K0.00%00.0%Unchanged
Core Alternative Capital10$4.21K0.00%00.0%Unchanged
Creekmur Asset Management LLC11$4.63K0.00%+10+1,000.0%Added
DiNuzzo Private Wealth, Inc.12$5.05K0.00%+2+20.0%Added
Jackson, Grant Investment Advisers, Inc.13$5.47K0.00%00.0%Unchanged
PFS Partners, LLC13$5.52K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC14$5.89K0.00%+14New
JJJ Advisors Inc.14$5.89K0.00%+14New
Avalon Trust Co15$6.31K0.00%00.0%Unchanged
HighMark Wealth Management LLC15$6.31K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$6.74K0.01%00.0%Unchanged
Tyler-Stone Wealth Management16$6.74K0.00%00.0%Unchanged
First Pacific Financial16$6.74K0.00%+16New
Valley National Advisers Inc18$7.00K0.00%−1−5.3%Reduced
Archer Investment Corp17$7.16K0.00%00.0%Unchanged
Creative Financial Designs Inc17$7.31K0.00%00.0%Unchanged
Larson Financial Group LLC18$7.45K0.00%+4+28.6%Added
Harbor Investment Advisory, LLC18$7.58K0.00%+2+12.5%Added
Avion Wealth23$9.00K0.00%+7+43.8%Added
Carolinas Wealth Consulting LLC22$9.26K0.00%−1−4.3%Reduced
Logan Capital Management Inc23$9.68K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc23$9.68K0.00%+9+64.3%Added
Financial Connections Group, Inc.25$10.0K0.01%+25New
Redmont Wealth Advisors LLC24$10.1K0.02%00.0%Unchanged
Quarry LP25$10.5K0.00%−17−40.5%Reduced
Legacy Bridge, LLC25$10.5K0.01%00.0%Unchanged
Park Place Capital Corp26$10.9K0.00%−14−35.0%Reduced
Rosenberg Matthew Hamilton26$11.0K0.00%+26New
Aspect Partners, LLC27$11.4K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.28$11.8K0.00%+28New
Moisand Fitzgerald Tamayo, LLC28$11.8K0.00%00.0%Unchanged
Silicon Valley Capital Partners30$12.7K0.00%00.0%Unchanged
REAP Financial Group, LLC31$12.9K0.00%−4−11.4%Reduced
Fortitude Family Office, LLC31$13.0K0.01%+14+82.4%Added
McMahon Financial Advisors, LLC31$13.0K0.00%+31New
SYSTM Wealth Solutions LLC31$13.1K0.00%−1,887−98.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC32$13.5K0.00%−652−95.3%Reduced
Kings Path Partners LLC34$14.3K0.01%+34New
Abound Wealth Management36$15.3K0.01%+2+5.9%Added
Sachetta, LLC34$15.6K0.01%+3+9.7%Added
Delos Wealth Advisors, LLC38$16.0K0.02%00.0%Unchanged
Colonial Trust Advisors38$16.0K0.00%−4−9.5%Reduced
Private Wealth Management Group, LLC38$16.0K0.01%00.0%Unchanged
LGT Financial Advisors LLC42$17.7K0.04%+42New
Foster Dykema Cabot & Partners, LLC42$17.9K0.00%00.0%Unchanged
WR Wealth Planners, LLC44$18.5K0.01%+19+76.0%Added
Riverview Trust Co45$18.9K0.02%00.0%Unchanged
Asset Dedication, LLC47$19.8K0.00%00.0%Unchanged
DSM Capital Partners LLC48$20.2K0.00%00.0%Unchanged
Meeder Asset Management Inc48$20.2K0.00%+2+4.3%Added
Financial Management Professionals, Inc.52$22.0K0.00%+3+6.1%Added
Sunbelt Securities, Inc.54$22.7K0.00%00.0%Unchanged
Bogart Wealth, LLC54$22.7K0.00%00.0%Unchanged
GW&K Investment Management, LLC54$23.0K0.00%+4+8.0%Added
Caitlin John, LLC56$23.6K0.02%00.0%Unchanged
Eagle Bay Advisors LLC57$24.0K0.01%+12+26.7%Added
AdvisorNet Financial, Inc59$24.8K0.00%+5+9.3%Added
Wesleyan Assurance Society60$25.0K0.00%00.0%Unchanged
Pinnacle Holdings, LLC65$27.4K0.01%+65New
Raffa Wealth Management, LLC66$27.8K0.01%00.0%Unchanged
Atlantic Trust, LLC66$27.8K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC68$28.6K0.00%−1−1.4%Reduced