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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 1,189 | $500.5K | 0.01% | −374−23.9% | Reduced |
| New Century Financial Group, LLC | 1,189 | $500.5K | 0.21% | +346+41.0% | Added |
| Park Edge Advisors, LLC | 1,190 | $500.9K | 0.15% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,197 | $503.9K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,198 | $504.0K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,200 | $505.1K | 0.00% | 00.0% | Unchanged |
| Haverford Trust Co | 1,201 | $505.5K | 0.01% | +5+0.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,210 | $509.3K | 0.02% | −25−2.0% | Reduced |
| Proficio Capital Partners LLC | 1,214 | $510.9K | 0.05% | +32+2.7% | Added |
| Westpac Banking Corp | 1,216 | $511.9K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,218 | $512.7K | 0.01% | −69−5.4% | Reduced |
| HTLF Bank | 1,240 | $522.0K | 0.06% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 1,241 | $522.4K | 0.30% | +1,241 | New |
| Eqis Capital Management, Inc. | 1,255 | $528.2K | 0.04% | +50+4.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $530.0K | 0.24% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,261 | $530.8K | 0.07% | +940+292.8% | Added |
| Schechter Investment Advisors, LLC | 1,265 | $532.3K | 0.04% | +63+5.2% | Added |
| Unigestion Holding SA | 1,365 | $533.1K | 0.03% | −1,731−55.9% | Reduced |
| FineMark National Bank & Trust | 1,270 | $534.6K | 0.02% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 1,280 | $538.8K | 0.11% | +1,280 | New |
| Advanced Portfolio Management, LLC | 1,285 | $540.9K | 0.37% | 00.0% | Unchanged |
| Hilltop National Bank | 1,288 | $542.2K | 0.17% | 00.0% | Unchanged |
| DDD Partners, LLC | 1,291 | $543.4K | 0.06% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,300 | $547.2K | 0.21% | +600+85.7% | Added |
| Checchi Capital Advisers, LLC | 1,301 | $547.6K | 0.04% | +44+3.5% | Added |
| DeDora Capital, Inc. | 1,314 | $553.1K | 0.17% | +74+6.0% | Added |
| Panagora Asset Management Inc | 1,318 | $554.8K | 0.00% | −36−2.7% | Reduced |
| Prosperity Consulting Group, LLC | 1,318 | $554.8K | 0.08% | +155+13.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,321 | $556.0K | 0.04% | −301−18.6% | Reduced |
| Charter Trust Co | 1,326 | $558.2K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,355 | $570.4K | 0.01% | −1,835−57.5% | Reduced |
| Golden State Equity Partners | 1,357 | $571.2K | 0.12% | +1,357 | New |
| First Horizon Advisors, Inc. | 1,357 | $571.2K | 0.02% | +24+1.8% | Added |
| ISAM Funds (UK) Ltd | 1,363 | $573.7K | 0.43% | +1,363 | New |
| Argyle Capital Management Inc. | 1,400 | $589.3K | 0.24% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,415 | $595.6K | 0.05% | +1,415 | New |
| Smartleaf Asset Management LLC | 1,424 | $597.6K | 0.10% | +450+46.2% | Added |
| Legacy Capital Wealth Partners, LLC | 1,434 | $603.6K | 0.15% | +1,434 | New |
| D.B. Root & Company, LLC | 1,441 | $606.6K | 0.21% | −250−14.8% | Reduced |
| Quadrant Capital Group LLC | 1,462 | $615.4K | 0.05% | +196+15.5% | Added |
| Brave Asset Management Inc | 1,463 | $615.8K | 0.16% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,467 | $617.5K | 0.22% | +394+36.7% | Added |
| Abn Amro Investment Solutions | 1,467 | $617.5K | 0.01% | +843+135.1% | Added |
| Resurgent Financial Advisors LLC | 1,492 | $628.0K | 0.39% | +345+30.1% | Added |
| Smart Money Group LLC | 1,383 | $631.5K | 0.23% | +165+13.5% | Added |
| Venturi Wealth Management, LLC | 1,503 | $632.7K | 0.04% | +1,455+3,031.3% | Added |
| Summit Trail Advisors, LLC | 1,504 | $633.1K | 0.02% | +297+24.6% | Added |
| Pacific Global Investment Management CO | 1,505 | $633.5K | 0.12% | −155−9.3% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $633.5K | 0.23% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,479 | $645.6K | 0.16% | +1,479 | New |
| Empower Advisory Group, LLC | 1,538 | $647.4K | 0.00% | −7−0.5% | Reduced |
| Evercore Wealth Management, LLC | 1,539 | $647.8K | 0.01% | −15−1.0% | Reduced |
| Castle Rock Wealth Management, LLC | 1,545 | $651.2K | 0.16% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,548 | $651.6K | 0.02% | −107−6.5% | Reduced |
| Summit Financial, LLC | 1,549 | $652.0K | 0.03% | +510+49.1% | Added |
| Lakeview Capital Partners, LLC | 1,659 | $652.1K | 0.11% | 00.0% | Unchanged |
| Dodge & Cox | 1,566 | $659.2K | 0.00% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,566 | $659.2K | 0.31% | +85+5.7% | Added |
| Wolverine Trading, LLC | 1,572 | $661.7K | 0.01% | +1,572 | New |
| Motco | 1,577 | $663.8K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,579 | $664.8K | 0.01% | +210+15.3% | Added |
| Farther Finance Advisors, LLC | 1,579 | $665.4K | 0.03% | +828+110.3% | Added |
| TownSquare Capital, LLC | 1,606 | $676.1K | 0.01% | +384+31.4% | Added |
| Clarius Group, LLC | 1,619 | $681.5K | 0.05% | −48−2.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,624 | $683.6K | 0.01% | −1−0.1% | Reduced |
| Mission Wealth Management, LP | 1,637 | $688.9K | 0.02% | +218+15.4% | Added |
| Argent Trust Co | 1,652 | $695.4K | 0.03% | +83+5.3% | Added |
| Ameritas Investment Partners, Inc. | 1,653 | $695.8K | 0.02% | −49−2.9% | Reduced |
| Cigna Investments Inc | 1,675 | $705.0K | 0.13% | −12−0.7% | Reduced |
| Brookstone Capital Management | 1,546 | $705.3K | 0.01% | +1,546 | New |
| Mather Group, LLC. | 1,807 | $710.2K | 0.01% | +67+3.9% | Added |
| Patriot Investment Management Inc. | 1,689 | $711.0K | 0.06% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,689 | $711.0K | 0.07% | +1+0.1% | Added |
| Ellevest, Inc. | 1,690 | $711.2K | 0.04% | +96+6.0% | Added |
| Syon Capital LLC | 1,691 | $711.8K | 0.07% | +68+4.2% | Added |
| IFP Advisors, Inc | 1,715 | $722.1K | 0.03% | +32+1.9% | Added |
| NorthRock Partners, LLC | 1,723 | $725.3K | 0.03% | +213+14.1% | Added |
| Walter & Keenan Financial Consulting Co | 1,724 | $725.7K | 0.23% | −33−1.9% | Reduced |
| High Net Worth Advisory Group LLC | 1,744 | $734.1K | 0.22% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,756 | $739.2K | 0.02% | +117+7.1% | Added |
| Brown Brothers Harriman & Co | 1,765 | $742.9K | 0.01% | +5+0.3% | Added |
| Geller Advisors LLC | 1,778 | $748.4K | 0.06% | −44−2.4% | Reduced |
| Boothbay Fund Management, LLC | 1,788 | $752.6K | 0.02% | +1,788 | New |
| Personal Cfo Solutions, LLC | 1,799 | $757.1K | 0.12% | −26−1.4% | Reduced |
| Benin Management CORP | 1,803 | $758.9K | 0.23% | +1,803 | New |
| Legacy Advisors, LLC | 1,806 | $760.2K | 0.09% | −438−19.5% | Reduced |
| Azzad Asset Management Inc | 1,818 | $765.1K | 0.09% | −36−1.9% | Reduced |
| Trust Asset Management LLC | 1,820 | $766.1K | 0.06% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,827 | $769.0K | 0.02% | −1−0.1% | Reduced |
| Cornerstone Planning Group LLC | 1,748 | $769.1K | 0.22% | +6+0.3% | Added |
| Reynders McVeigh Capital Management, LLC | 1,831 | $771.0K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,836 | $772.9K | 0.10% | +225+14.0% | Added |
| Delta Investment Management, LLC | 1,840 | $774.5K | 0.17% | −126−6.4% | Reduced |
| Spinnaker Trust | 1,840 | $774.5K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,840 | $774.5K | 0.03% | +228+14.1% | Added |
| Citadel Advisors LLC | 1,847 | $777.5K | 0.00% | +1,461+378.5% | Added |
| Whittier Trust Co | 1,857 | $781.6K | 0.01% | −13−0.7% | Reduced |
| Ritholtz Wealth Management | 1,859 | $782.6K | 0.03% | +74+4.1% | Added |
| Fishman Jay A Ltd | 1,875 | $789.2K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 1,890 | $795.6K | 0.05% | −104−5.2% | Reduced |