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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 800 | $336.7K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $336.7K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 802 | $337.6K | 0.02% | −179−18.2% | Reduced |
| Balboa Wealth Partners | 804 | $338.2K | 0.09% | +35+4.6% | Added |
| Boltwood Capital Management | 815 | $343.1K | 0.11% | −5−0.6% | Reduced |
| Baldwin Brothers Inc | 815 | $343.1K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 816 | $343.5K | 0.11% | +21+2.6% | Added |
| Manchester Capital Management LLC | 817 | $343.9K | 0.04% | +14+1.7% | Added |
| Mattern Capital Management, LLC | 821 | $345.6K | 0.05% | +160+24.2% | Added |
| Invictus Private Wealth, LLC | 828 | $348.5K | 0.03% | −71−7.9% | Reduced |
| Legacy Financial Advisors, Inc. | 829 | $349.0K | 0.06% | −11−1.3% | Reduced |
| Highland Capital Management, LLC | 833 | $350.6K | 0.02% | −5,956−87.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 834 | $351.1K | 0.03% | −56−6.3% | Reduced |
| Gryphon Financial Partners LLC | 834 | $351.1K | 0.05% | +834 | New |
| Carmichael Hill & Associates, Inc. | 839 | $353.2K | 0.14% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 839 | $353.2K | 0.17% | +839 | New |
| Magellan Asset Management Ltd | 848 | $356.9K | 0.00% | +174+25.8% | Added |
| Hanlon Investment Management, Inc. | 851 | $358.2K | 0.11% | +88+11.5% | Added |
| 4J Wealth Management LLC | 851 | $358.4K | 0.30% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 851 | $358.4K | 0.03% | −7−0.8% | Reduced |
| Fort Point Capital Partners LLC | 858 | $361.2K | 0.05% | −28−3.2% | Reduced |
| American National Bank | 858 | $361.2K | 0.04% | +31+3.7% | Added |
| Graypoint LLC | 860 | $362.0K | 0.03% | +154+21.8% | Added |
| Abacus Planning Group, Inc. | 861 | $362.4K | 0.07% | +12+1.4% | Added |
| Buckingham Strategic Wealth, LLC | 865 | $364.1K | 0.00% | +13+1.5% | Added |
| Roanoke Asset Management Corp | 866 | $365.0K | 0.12% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 869 | $365.8K | 0.09% | −7−0.8% | Reduced |
| Banco BTG Pactual S.A. | 800 | $366.6K | 0.09% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 873 | $367.5K | 0.02% | −4−0.5% | Reduced |
| Mutual Advisors, LLC | 817 | $367.8K | 0.01% | +817 | New |
| Abbrea Capital, LLC | 880 | $370.0K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 953 | $375.4K | 0.16% | 00.0% | Unchanged |
| Simmons Bank | 894 | $376.3K | 0.03% | −345−27.8% | Reduced |
| Alberta Investment Management Corp | 900 | $378.8K | 0.00% | −2,700−75.0% | Reduced |
| Flputnam Investment Management Co | 912 | $383.8K | 0.01% | +147+19.2% | Added |
| White Pine Capital LLC | 915 | $385.2K | 0.15% | +36+4.1% | Added |
| Dark Forest Capital Management LP | 918 | $386.4K | 0.07% | +918 | New |
| GWM Advisors LLC | 924 | $388.7K | 0.00% | +7+0.8% | Added |
| Pettee Investors, Inc. | 924 | $388.9K | 0.19% | −22−2.3% | Reduced |
| Great Valley Advisor Group, Inc. | 924 | $389.2K | 0.01% | +15+1.7% | Added |
| Pinnacle Associates Ltd | 926 | $389.7K | 0.01% | +122+15.2% | Added |
| Morningstar Investment Management LLC | 930 | $391.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 931 | $391.9K | 0.01% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 931 | $391.9K | 0.22% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 900 | $391.9K | 0.18% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 933 | $392.7K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 935 | $393.6K | 0.16% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 941 | $396.2K | 0.02% | −868−48.0% | Reduced |
| Aaron Wealth Advisors | 947 | $398.6K | 0.06% | +127+15.5% | Added |
| Baxter Bros Inc | 949 | $399.5K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 954 | $401.6K | 0.23% | −11−1.1% | Reduced |
| Financial Advocates Investment Management | 955 | $402.1K | 0.03% | +291+43.8% | Added |
| Mesirow Financial Investment Management, Inc. | 945 | $403.0K | 0.01% | −164−14.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 959 | $403.7K | 0.20% | −50−5.0% | Reduced |
| Capital Advisors, Ltd. LLC | 960 | $404.0K | 0.05% | +24+2.6% | Added |
| Correct Capital Wealth Management | 963 | $405.4K | 0.09% | 00.0% | Unchanged |
| Shearwater Capital LLC | 964 | $405.9K | 0.30% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 966 | $406.6K | 0.07% | +98+11.3% | Added |
| Advisory Alpha, LLC | 968 | $407.5K | 0.02% | +154+18.9% | Added |
| Hutner Capital Management Inc | 969 | $407.9K | 0.22% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 978 | $411.7K | 0.04% | +126+14.8% | Added |
| Commerzbank Aktiengesellschaft | 978 | $412.0K | 0.01% | +43+4.6% | Added |
| Concurrent Investment Advisors, LLC | 992 | $417.6K | 0.01% | −282−22.1% | Reduced |
| Coastal Investment Advisors, Inc. | 996 | $419.1K | 0.08% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 996 | $419.2K | 0.20% | −29−2.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,000 | $420.9K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,001 | $421.4K | 0.03% | +1,001 | New |
| Quintet Private Bank (Europe) S.A. | 868 | $421.4K | 0.02% | +8+0.9% | Added |
| Pitcairn Co | 1,002 | $421.8K | 0.03% | +168+20.1% | Added |
| Allworth Financial LP | 965 | $426.7K | 0.00% | +329+51.7% | Added |
| Broadleaf Partners, LLC | 1,020 | $429.3K | 0.10% | −20−1.9% | Reduced |
| RFG Advisory, LLC | 1,033 | $434.9K | 0.01% | −100−8.8% | Reduced |
| Tributary Capital Management, LLC | 1,035 | $435.7K | 0.04% | −25−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,035 | $435.7K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,036 | $436.1K | 0.01% | +83+8.7% | Added |
| PDS Planning, Inc | 1,042 | $438.6K | 0.04% | +11+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 1,043 | $439.0K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,052 | $442.7K | 0.07% | −29−2.7% | Reduced |
| Howland Capital Management LLC | 1,053 | $443.2K | 0.02% | +40+3.9% | Added |
| Seeds Investor LLC | 1,061 | $446.4K | 0.23% | +122+13.0% | Added |
| Cross Staff Investments Inc | 1,062 | $447.0K | 0.37% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,063 | $447.4K | 0.01% | +7+0.7% | Added |
| Bradley Foster & Sargent Inc | 1,068 | $449.6K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,067 | $450.7K | 0.03% | +1,067 | New |
| Cozad Asset Management Inc | 1,080 | $454.6K | 0.05% | −400−27.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,084 | $456.3K | 0.02% | +15+1.4% | Added |
| CX Institutional | 1,084 | $456.4K | 0.02% | −11−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 1,090 | $458.8K | 0.01% | +42+4.0% | Added |
| Fidelis Capital Partners, LLC | 1,022 | $461.0K | 0.07% | −29−2.8% | Reduced |
| Unique Wealth Strategies, LLC | 1,174 | $461.2K | 0.22% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,096 | $461.3K | 0.16% | +140+14.6% | Added |
| Wilkins Investment Counsel Inc | 1,100 | $463.0K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,107 | $465.9K | 0.01% | +106+10.6% | Added |
| Cornerstone Advisory, LLC | 1,114 | $468.9K | 0.07% | +4+0.4% | Added |
| Trust Co of Vermont | 1,117 | $470.2K | 0.03% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,055 | $470.5K | 0.32% | 00.0% | Unchanged |
| Hoylecohen, LLC | 1,141 | $480.3K | 0.04% | +19+1.7% | Added |
| Snowden Capital Advisors LLC | 1,158 | $487.4K | 0.01% | +121+11.7% | Added |
| Patton Albertson Miller Group, LLC | 1,176 | $495.0K | 0.07% | +68+6.1% | Added |
| Fulton Bank, N.A. | 1,183 | $498.0K | 0.02% | +264+28.7% | Added |