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 |
|---|---|---|---|---|---|
| CMH Wealth Management LLC | 533 | $224.4K | 0.06% | +533 | New |
| Regent Peak Wealth Advisors LLC | 537 | $226.0K | 0.06% | +5+0.9% | Added |
| Sharkey, Howes & Javer | 538 | $226.5K | 0.04% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 540 | $227.3K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 540 | $227.3K | 0.04% | +540 | New |
| Alpha Cubed Investments, LLC | 545 | $229.4K | 0.01% | −10−1.8% | Reduced |
| Kathmere Capital Management, LLC | 547 | $230.2K | 0.02% | −6−1.1% | Reduced |
| Ascent Group, LLC | 547 | $230.2K | 0.02% | +38+7.5% | Added |
| EverSource Wealth Advisors, LLC | 506 | $231.1K | 0.02% | −45−8.2% | Reduced |
| Northwest & Ethical Investments L.P. | 550 | $231.5K | 0.01% | +150+37.5% | Added |
| NBC Securities, Inc. | 557 | $234.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 558 | $235.0K | 0.00% | +38+7.3% | Added |
| Warren Averett Asset Management, LLC | 560 | $235.6K | 0.00% | +560 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 563 | $237.0K | 0.00% | +2+0.4% | Added |
| Plato Investment Management Ltd | 567 | $238.7K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 571 | $240.3K | 0.06% | −5−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 574 | $241.6K | 0.01% | +40+7.5% | Added |
| Kowal Investment Group, LLC | 574 | $241.7K | 0.05% | −96−14.3% | Reduced |
| Morningstar Investment Services LLC | 576 | $242.0K | 0.00% | +576 | New |
| JTC Employer Solutions Trusteee Ltd | 579 | $244.0K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 580 | $244.1K | 0.02% | +580 | New |
| McGlone Suttner Wealth Management, Inc. | 627 | $244.7K | 0.05% | −213−25.4% | Reduced |
| Stanley-Laman Group, Ltd. | 584 | $245.8K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 589 | $247.9K | 0.02% | −53−8.3% | Reduced |
| Keel Point, LLC | 535 | $248.7K | 0.02% | +24+4.7% | Added |
| Jefferies Financial Group Inc. | 599 | $252.1K | 0.00% | +599 | New |
| First National Bank & Trust Co of Newtown | 600 | $252.6K | 0.05% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $252.6K | 0.05% | 00.0% | Unchanged |
| HCR Wealth Advisors | 600 | $252.6K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 600 | $252.6K | 0.07% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 600 | $252.6K | 0.15% | 00.0% | Unchanged |
| Claret Asset Management Corp | 601 | $253.0K | 0.05% | +79+15.1% | Added |
| Morris Financial Concepts, Inc. | 605 | $254.7K | 0.12% | −125−17.1% | Reduced |
| Diametric Capital, LP | 606 | $255.1K | 0.14% | +606 | New |
| Childress Capital Advisors, LLC | 611 | $257.2K | 0.07% | −4−0.7% | Reduced |
| We Are One Seven, LLC | 613 | $258.0K | 0.01% | −86−12.3% | Reduced |
| Forum Financial Management, LP | 615 | $258.9K | 0.00% | +1+0.2% | Added |
| Little House Capital LLC | 616 | $259.3K | 0.08% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 616 | $259.3K | 0.01% | +616 | New |
| Dunhill Financial, LLC | 618 | $260.2K | 0.16% | +607+5,518.2% | Added |
| Twin Lakes Capital Management, LLC | 619 | $260.7K | 0.18% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 620 | $261.0K | 0.01% | −80−11.4% | Reduced |
| Great Lakes Advisors, LLC | 620 | $261.0K | 0.00% | −56−8.3% | Reduced |
| EWG Elevate Inc. | 622 | $261.8K | 0.10% | 00.0% | Unchanged |
| Howe & Rusling Inc | 628 | $264.3K | 0.02% | −81−11.4% | Reduced |
| Accurate Wealth Management, LLC | 595 | $265.6K | 0.06% | −65−9.8% | Reduced |
| Vista Wealth Management Group, LLC | 636 | $267.9K | 0.02% | +636 | New |
| Guyasuta Investment Advisors Inc | 686 | $267.9K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 638 | $268.6K | 0.01% | −11−1.7% | Reduced |
| Essex Financial Services, Inc. | 585 | $268.8K | 0.02% | +31+5.6% | Added |
| FinTrust Capital Advisors, LLC | 640 | $269.4K | 0.05% | +6+0.9% | Added |
| Saybrook Capital | 643 | $271.0K | 0.08% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 652 | $274.5K | 0.01% | +124+23.5% | Added |
| Fukoku Mutual Life Insurance Co | 659 | $277.4K | 0.02% | −40−5.7% | Reduced |
| Caldwell Trust Co | 660 | $277.8K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 711 | $279.4K | 0.00% | +555+355.8% | Added |
| Wulff, Hansen & Co. | 665 | $279.9K | 0.28% | 00.0% | Unchanged |
| Avestar Capital, LLC | 670 | $282.0K | 0.03% | +58+9.5% | Added |
| Integrated Advisors Network LLC | 670 | $282.0K | 0.01% | +55+8.9% | Added |
| Cyndeo Wealth Partners, LLC | 671 | $282.4K | 0.02% | +1+0.1% | Added |
| West Family Investments, Inc. | 675 | $284.1K | 0.09% | 00.0% | Unchanged |
| Rothschild Investment LLC | 676 | $284.5K | 0.02% | +131+24.0% | Added |
| Everpar Advisors LLC | 677 | $285.0K | 0.14% | +128+23.3% | Added |
| Plotkin Financial Advisors, LLC | 677 | $285.0K | 0.18% | +677 | New |
| Atlanta Consulting Group Advisors, LLC | 678 | $285.4K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 681 | $286.7K | 0.01% | +52+8.3% | Added |
| Petrus Trust Company, LTA | 684 | $287.9K | 0.03% | +684 | New |
| Sentry Investment Management LLC | 685 | $288.0K | 0.13% | −140−17.0% | Reduced |
| Flagship Harbor Advisors, LLC | 688 | $289.7K | 0.02% | −19−2.7% | Reduced |
| Aprio Wealth Management, LLC | 690 | $290.5K | 0.05% | +85+14.0% | Added |
| WSFS Capital Management, LLC | 691 | $291.1K | 0.02% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 699 | $294.2K | 0.09% | +63+9.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 702 | $295.5K | 0.04% | −5−0.7% | Reduced |
| Sage Mountain Advisors LLC | 704 | $296.3K | 0.03% | +704 | New |
| Gladstone Institutional Advisory LLC | 706 | $297.2K | 0.02% | −3−0.4% | Reduced |
| M. Kulyk & Associates, LLC | 719 | $302.6K | 0.07% | −90−11.1% | Reduced |
| Carson Advisory Inc. | 720 | $303.1K | 0.21% | 00.0% | Unchanged |
| Convergence Financial, LLC | 722 | $303.9K | 0.08% | +722 | New |
| Group One Trading, L.P. | 724 | $304.8K | 0.01% | +724 | New |
| Capital Group Private Client Services, Inc. | 730 | $307.3K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 738 | $310.6K | 0.00% | −1,440−66.1% | Reduced |
| 626 Financial, LLC | 740 | $311.5K | 0.18% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 741 | $311.9K | 0.02% | +741 | New |
| Silvia McColl Wealth Management, LLC | 742 | $312.3K | 0.26% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 747 | $314.0K | 0.00% | +1+0.1% | Added |
| Values Added Financial LLC | 748 | $314.9K | 0.23% | +4+0.5% | Added |
| McLean Asset Management Corp | 722 | $315.9K | 0.10% | +9+1.3% | Added |
| Winslow Capital Management, LLC | 761 | $320.3K | 0.00% | −139−15.4% | Reduced |
| GAMMA Investing LLC | 769 | $323.7K | 0.04% | +273+55.0% | Added |
| Lindbrook Capital, LLC | 772 | $325.0K | 0.03% | −186−19.4% | Reduced |
| Close Asset Management Ltd | 775 | $326.0K | 0.01% | +440+131.3% | Added |
| Heritage Trust Co | 775 | $326.2K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 778 | $327.5K | 0.01% | +23+3.0% | Added |
| Gateway Advisory, LLC | 782 | $329.2K | 0.06% | −7−0.9% | Reduced |
| Fenimore Asset Management Inc | 787 | $331.3K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 788 | $331.7K | 0.02% | −200−20.2% | Reduced |
| GSB Wealth Management, LLC | 794 | $334.2K | 0.09% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 797 | $335.0K | 0.00% | +3+0.4% | Added |
| Allstate Corp | 797 | $335.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 797 | $335.5K | 0.03% | +154+24.0% | Added |