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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 70 | $29.5K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 71 | $30.0K | 0.01% | +8+12.7% | Added |
| West Paces Advisors Inc. | 75 | $31.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $31.6K | 0.01% | +40+114.3% | Added |
| Covestor Ltd | 81 | $34.0K | 0.02% | −137−62.8% | Reduced |
| Ofi Invest Asset Management | 87 | $34.2K | 0.00% | +8+10.1% | Added |
| Ogorek Anthony Joseph | 84 | $35.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 87 | $36.6K | 0.00% | −20−18.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 87 | $36.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 89 | $37.5K | 0.01% | +89 | New |
| Rise Advisors, LLC | 90 | $38.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 101 | $42.5K | 0.00% | +2+2.0% | Added |
| Compass Wealth Management LLC | 102 | $42.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 102 | $43.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 106 | $44.6K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 115 | $48.4K | 0.02% | −30−20.7% | Reduced |
| Geneos Wealth Management Inc. | 115 | $48.4K | 0.00% | +11+10.6% | Added |
| Plante Moran Financial Advisors, LLC | 125 | $52.6K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 127 | $53.5K | 0.02% | +127 | New |
| Atlas Capital Advisors LLC | 128 | $53.9K | 0.01% | −6−4.5% | Reduced |
| Farmers & Merchants Investments Inc | 129 | $54.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 130 | $54.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 131 | $55.1K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 133 | $56.0K | 0.04% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 140 | $58.9K | 0.01% | +140 | New |
| Geo Capital Gestora de Recursos Ltd | 140 | $59.0K | 0.06% | −4−2.8% | Reduced |
| EntryPoint Capital, LLC | 146 | $61.5K | 0.03% | +50+52.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $63.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 150 | $63.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 154 | $64.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 157 | $66.1K | 0.01% | −5−3.1% | Reduced |
| Silvant Capital Management LLC | 157 | $66.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 158 | $66.5K | 0.01% | 00.0% | Unchanged |
| Tobam | 173 | $73.0K | 0.01% | +48+38.4% | Added |
| Coston, McIsaac & Partners | 181 | $76.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 185 | $77.9K | 0.02% | +2+1.1% | Added |
| Raleigh Capital Management Inc. | 200 | $84.2K | 0.04% | +29+17.0% | Added |
| M&R Capital Management Inc | 200 | $84.2K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $84.2K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 210 | $88.6K | 0.00% | +37+21.4% | Added |
| Harvest Fund Management Co., Ltd | 212 | $89.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 212 | $89.2K | 0.00% | −385−64.5% | Reduced |
| Deseret Mutual Benefit Administrators | 216 | $90.9K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 230 | $96.8K | 0.01% | −3−1.3% | Reduced |
| TFC Financial Management | 231 | $97.2K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 232 | $97.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 244 | $102.7K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 251 | $105.7K | 0.04% | +251 | New |
| Evergreen Private Wealth LLC | 254 | $106.9K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 266 | $112.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 280 | $117.9K | 0.01% | −100−26.3% | Reduced |
| First Foundation Advisors | 292 | $122.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 293 | $123.3K | 0.01% | +269+1,120.8% | Added |
| JNBA Financial Advisors | 300 | $126.3K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $126.3K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 312 | $131.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 316 | $133.0K | 0.00% | −232−42.3% | Reduced |
| South State Corp. | 322 | $135.5K | 0.01% | +62+23.8% | Added |
| Quent Capital, LLC | 329 | $138.3K | 0.02% | +1+0.3% | Added |
| Grove Bank & Trust | 338 | $142.3K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 343 | $144.4K | 0.09% | +343 | New |
| Parkside Financial Bank & Trust | 343 | $144.4K | 0.02% | −2−0.6% | Reduced |
| Johnson Financial Group, Inc. | 344 | $144.8K | 0.01% | +216+168.8% | Added |
| Hexagon Capital Partners LLC | 351 | $147.7K | 0.03% | +46+15.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 355 | $149.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 365 | $153.6K | 0.06% | −135−27.0% | Reduced |
| Harbour Investments, Inc. | 387 | $162.9K | 0.01% | −32−7.6% | Reduced |
| Islay Capital Management, LLC | 393 | $165.4K | 0.12% | −28−6.7% | Reduced |
| Birchbrook, Inc. | 400 | $168.4K | 0.10% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 400 | $168.4K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 415 | $174.7K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 416 | $175.1K | 0.01% | +72+20.9% | Added |
| USA Financial Portformulas Corp | 445 | $187.3K | 0.03% | −209−32.0% | Reduced |
| Global Retirement Partners, LLC | 445 | $187.4K | 0.01% | +231+107.9% | Added |
| CVA Family Office, LLC | 455 | $191.5K | 0.03% | +4+0.9% | Added |
| Boston Family Office LLC | 476 | $200.0K | 0.01% | +476 | New |
| William Howard & Co Financial Advisors Inc | 475 | $200.0K | 0.18% | +475 | New |
| Compton Wealth Advisory Group, LLC | 484 | $203.7K | 0.05% | +484 | New |
| Federated Hermes, Inc. | 486 | $204.6K | 0.00% | −7−1.4% | Reduced |
| Alera Investment Advisors, LLC | 489 | $205.8K | 0.02% | +489 | New |
| Peapack Gladstone Financial Corp | 489 | $206.0K | 0.00% | +489 | New |
| Mirabella Financial Services LLP | 497 | $209.2K | 0.02% | +497 | New |
| PGGM Investments | 500 | $210.0K | 0.00% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 500 | $210.5K | 0.05% | −60−10.7% | Reduced |
| Alta Advisers Ltd | 500 | $210.5K | 0.10% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 500 | $210.5K | 0.16% | +500 | New |
| Private Trust Co NA | 502 | $211.3K | 0.02% | +78+18.4% | Added |
| Qsemble Capital Management, LP | 502 | $211.3K | 0.04% | +502 | New |
| Family Firm, Inc. | 503 | $211.5K | 0.05% | +503 | New |
| Edge Financial Advisors LLC | 503 | $211.8K | 0.22% | +503 | New |
| TCI Wealth Advisors, Inc. | 504 | $212.1K | 0.02% | +504 | New |
| Trust Point Inc. | 508 | $213.8K | 0.02% | −63−11.0% | Reduced |
| Wick Capital Partners, LLC | 510 | $214.6K | 0.07% | +510 | New |
| Ewa, LLC | 478 | $216.0K | 0.09% | +478 | New |
| Quotient Wealth Partners, LLC | 518 | $218.0K | 0.01% | +518 | New |
| Wayfinding Financial, LLC | 522 | $219.0K | 0.12% | +522 | New |
| Edgestream Partners, L.P. | 521 | $219.3K | 0.01% | −491−48.5% | Reduced |
| Chesapeake Wealth Management | 525 | $221.0K | 0.08% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 528 | $222.3K | 0.10% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 533 | $224.4K | 0.11% | 00.0% | Unchanged |