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 |
|---|---|---|---|---|---|
| Riversedge Advisors, LLC | 1,926 | $810.7K | 0.20% | −8−0.4% | Reduced |
| Assetmark, Inc | 1,934 | $814.1K | 0.00% | +274+16.5% | Added |
| Two Sigma Securities, LLC | 1,948 | $820.0K | 0.04% | +1,948 | New |
| Spirepoint Private Client, LLC | 1,948 | $820.0K | 0.12% | −36−1.8% | Reduced |
| Balyasny Asset Management LLC | 1,950 | $820.8K | 0.00% | −106,868−98.2% | Reduced |
| LVW Advisors, LLC | 1,960 | $825.0K | 0.12% | +394+25.2% | Added |
| OLIO Financial Planning | 2,124 | $829.8K | 0.35% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 2,000 | $841.9K | 0.44% | −100−4.8% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $842.0K | 0.36% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2,035 | $856.6K | 0.21% | +185+10.0% | Added |
| Roberts Capital Advisors, LLC | 2,183 | $858.0K | 0.82% | 00.0% | Unchanged |
| Sentry LLC | 2,042 | $859.5K | 0.16% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,052 | $863.5K | 0.08% | −33−1.6% | Reduced |
| Central Trust Co | 2,064 | $868.8K | 0.02% | −110−5.1% | Reduced |
| FORA Capital, LLC | 2,068 | $870.5K | 0.11% | +1,067+106.6% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $871.3K | 0.17% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,084 | $877.2K | 0.05% | +14+0.7% | Added |
| Verition Fund Management LLC | 2,160 | $909.2K | 0.01% | −1,440−40.0% | Reduced |
| Wedmont Private Capital | 2,056 | $917.0K | 0.06% | +180+9.6% | Added |
| 1623 Capital LLC | 2,200 | $926.0K | 0.55% | −16,600−88.3% | Reduced |
| Maple Capital Management, Inc. | 2,205 | $928.2K | 0.08% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,234 | $940.2K | 0.04% | +2,232+111,600.0% | Added |
| Aviso Financial Inc. | 2,248 | $946.7K | 0.05% | +2,248 | New |
| Encompass Wealth Advisors, LLC | 2,250 | $947.1K | 0.25% | 00.0% | Unchanged |
| Millennium Management LLC | 2,292 | $964.8K | 0.00% | −70,276−96.8% | Reduced |
| Heritage Wealth Management, LLC | 2,299 | $967.5K | 0.54% | −253−9.9% | Reduced |
| Heritage Family Offices, LLP | 2,299 | $967.5K | 0.54% | +2,299 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,143 | $969.4K | 0.01% | −20−0.9% | Reduced |
| SRN Advisors, LLC | 2,318 | $975.7K | 0.81% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 2,346 | $987.5K | 0.04% | −2,308−49.6% | Reduced |
| Triangle Securities Wealth Management | 2,355 | $991.4K | 0.28% | −32−1.3% | Reduced |
| Profund Advisors LLC | 2,360 | $993.4K | 0.04% | −56−2.3% | Reduced |
| Savant Capital, LLC | 2,378 | $1.00M | 0.01% | −108−4.3% | Reduced |
| Oppenheimer & Co Inc | 2,387 | $1.00M | 0.02% | −6−0.3% | Reduced |
| Qtron Investments LLC | 2,396 | $1.01M | 0.15% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,400 | $1.01M | 0.32% | +162+7.2% | Added |
| Empirical Asset Management, LLC | 2,405 | $1.01M | 0.38% | +284+13.4% | Added |
| Prime Capital Investment Advisors, LLC | 2,425 | $1.02M | 0.02% | +36+1.5% | Added |
| Adviser Investments LLC | 2,433 | $1.02M | 0.01% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 2,445 | $1.03M | 0.19% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,447 | $1.03M | 0.05% | −109−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,483 | $1.05M | 0.02% | +406+19.5% | Added |
| Harbert Fund Advisors, Inc. | 2,500 | $1.05M | 0.85% | −750−23.1% | Reduced |
| Milestones Administradora de Recursos Ltda. | 2,500 | $1.05M | 0.44% | +2,500 | New |
| Horizon Investments, LLC | 2,511 | $1.06M | 0.03% | +16+0.6% | Added |
| First Hawaiian Bank | 2,513 | $1.06M | 0.04% | +138+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,518 | $1.06M | 0.01% | −70−2.7% | Reduced |
| Independent Advisor Alliance | 2,525 | $1.06M | 0.04% | +50+2.0% | Added |
| Bahl & Gaynor Inc | 2,527 | $1.06M | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,542 | $1.06M | 0.06% | −268−9.5% | Reduced |
| Capital Analysts, LLC | 2,534 | $1.07M | 0.05% | +4+0.2% | Added |
| Washington Trust Advisors, Inc. | 2,555 | $1.08M | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,565 | $1.08M | 0.05% | +909+54.9% | Added |
| Coldstream Capital Management Inc | 2,570 | $1.08M | 0.03% | +10+0.4% | Added |
| Rockline Wealth Management, LLC | 2,576 | $1.08M | 0.34% | +81+3.2% | Added |
| Accretive Wealth Partners, LLC | 2,591 | $1.09M | 0.46% | −13−0.5% | Reduced |
| SpiderRock Advisors, LLC | 2,593 | $1.09M | 0.03% | +2,593 | New |
| DoubleLine ETF Adviser LP | 2,598 | $1.09M | 0.29% | −85−3.2% | Reduced |
| D.A. Davidson & Co. | 2,632 | $1.11M | 0.01% | +101+4.0% | Added |
| Great Lakes Retirement, Inc. | 2,649 | $1.11M | 0.15% | +278+11.7% | Added |
| Umb Bank N A | 2,655 | $1.12M | 0.02% | −197−6.9% | Reduced |
| Avantax Advisory Services, Inc. | 2,672 | $1.12M | 0.01% | +1,483+124.7% | Added |
| Epoch Investment Partners, Inc. | 2,673 | $1.13M | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,693 | $1.13M | 0.01% | −1,134−29.6% | Reduced |
| Key Financial Inc | 2,732 | $1.15M | 0.28% | −80−2.8% | Reduced |
| Avitas Wealth Management LLC | 2,734 | $1.15M | 0.17% | +22+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,740 | $1.15M | 0.05% | +457+20.0% | Added |
| Evermay Wealth Management LLC | 2,742 | $1.15M | 0.19% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,744 | $1.16M | 0.37% | −742−21.3% | Reduced |
| MAI Capital Management | 2,747 | $1.16M | 0.01% | +202+7.9% | Added |
| Sendero Wealth Management, LLC | 2,752 | $1.16M | 0.19% | −4,691−63.0% | Reduced |
| AlTi Global, Inc. | 2,757 | $1.16M | 0.03% | +2,757 | New |
| Raymond James Trust N.A. | 2,775 | $1.17M | 0.03% | −111−3.8% | Reduced |
| HB Wealth Management, LLC | 2,824 | $1.19M | 0.01% | +446+18.8% | Added |
| Redmond Asset Management, LLC | 2,841 | $1.20M | 0.39% | −165−5.5% | Reduced |
| Waldron Private Wealth LLC | 2,866 | $1.21M | 0.05% | +208+7.8% | Added |
| Sepio Capital, LP | 2,882 | $1.21M | 0.11% | −122−4.1% | Reduced |
| Landscape Capital Management, L.L.C. | 2,886 | $1.21M | 0.10% | −1,447−33.4% | Reduced |
| Capstone Investment Advisors, LLC | 2,890 | $1.22M | 0.03% | −613−17.5% | Reduced |
| Principal Securities, Inc. | 2,903 | $1.22M | 0.03% | −25−0.9% | Reduced |
| Monte Financial Group, LLC | 2,928 | $1.23M | 0.54% | −10.0% | Reduced |
| RSM US Wealth Management LLC | 2,957 | $1.25M | 0.02% | +2,068+232.6% | Added |
| Boston Private Wealth LLC | 2,968 | $1.25M | 0.03% | −151−4.8% | Reduced |
| Guggenheim Capital LLC | 2,974 | $1.25M | 0.01% | −8,239−73.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 3,000 | $1.26M | 0.26% | −1,647−35.4% | Reduced |
| Mystic Asset Management, Inc. | 3,000 | $1.26M | 0.51% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,004 | $1.26M | 0.02% | +16+0.5% | Added |
| Moloney Securities Asset Management, LLC | 3,027 | $1.27M | 0.18% | +126+4.3% | Added |
| Pinnacle Financial Partners Inc | 3,249 | $1.28M | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,035 | $1.28M | 0.21% | −381−11.2% | Reduced |
| AXS Investments LLC | 3,043 | $1.28M | 0.36% | −211−6.5% | Reduced |
| Anchor Investment Management, LLC | 3,052 | $1.28M | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,104 | $1.31M | 0.23% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 3,111 | $1.31M | 0.47% | −310−9.1% | Reduced |
| Hills Bank & Trust Co | 3,113 | $1.31M | 0.11% | −96−3.0% | Reduced |
| HM Payson & Co | 3,182 | $1.34M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,185 | $1.34M | 0.03% | −9−0.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,863 | $1.34M | 0.01% | −323−10.1% | Reduced |
| CWM, LLC | 3,198 | $1.35M | 0.01% | +108+3.5% | Added |
| Hantz Financial Services, Inc. | 3,200 | $1.35M | 0.03% | +262+8.9% | Added |