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 |
|---|---|---|---|---|---|
| Bridges Investment Management Inc | 3,235 | $1.36M | 0.02% | +635+24.4% | Added |
| Equitable Trust Co | 3,240 | $1.36M | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 3,245 | $1.37M | 0.05% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 3,251 | $1.37M | 0.46% | −20−0.6% | Reduced |
| Cypress Capital Group | 3,317 | $1.40M | 0.17% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 3,329 | $1.40M | 0.01% | +19+0.6% | Added |
| Quantitative Investment Management, LLC | 3,359 | $1.41M | 0.15% | +369+12.3% | Added |
| Merit Financial Group, LLC | 3,360 | $1.41M | 0.03% | −181−5.1% | Reduced |
| Simplicity Wealth,LLC | 3,388 | $1.43M | 0.03% | −86−2.5% | Reduced |
| Bleakley Financial Group, LLC | 3,389 | $1.43M | 0.04% | −103−2.9% | Reduced |
| Bollard Group LLC | 3,394 | $1.43M | 0.04% | +1,914+129.3% | Added |
| SRS Capital Advisors, Inc. | 3,421 | $1.44M | 0.14% | +958+38.9% | Added |
| Private Advisor Group, LLC | 3,437 | $1.45M | 0.01% | +330+10.6% | Added |
| Engineers Gate Manager LP | 3,440 | $1.45M | 0.03% | −1,253−26.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,530 | $1.49M | 0.00% | −2,444−40.9% | Reduced |
| National Asset Management, Inc. | 3,544 | $1.49M | 0.04% | +81+2.3% | Added |
| Knollwood Investment Advisory, LLC | 3,561 | $1.50M | 0.17% | +411+13.0% | Added |
| WBI Investments | 3,578 | $1.51M | 0.36% | +3,578 | New |
| Miracle Mile Advisors, LLC | 3,603 | $1.52M | 0.04% | +205+6.0% | Added |
| Sequoia Financial Advisors, LLC | 3,639 | $1.53M | 0.02% | +112+3.2% | Added |
| Nomura Holdings Inc | 3,677 | $1.55M | 0.01% | +2,420+192.5% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.55M | 0.67% | 00.0% | Unchanged |
| Baader Bank INC | 3,701 | $1.55M | 0.12% | +2,001+117.7% | Added |
| Jones Financial Companies LLLP | 3,703 | $1.56M | 0.00% | +3,370+1,012.0% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.57M | 0.54% | 00.0% | Unchanged |
| Global Endowment Management, LP | 3,727 | $1.57M | 0.17% | +475+14.6% | Added |
| Clearstead Advisors, LLC | 3,741 | $1.57M | 0.03% | +777+26.2% | Added |
| Investment Management Corp of Ontario | 3,759 | $1.58M | 0.04% | +1,100+41.4% | Added |
| Marshall Financial Group LLC | 3,765 | $1.58M | 0.44% | +74+2.0% | Added |
| Level Four Advisory Services, LLC | 3,774 | $1.59M | 0.07% | −411−9.8% | Reduced |
| Citizens Financial Group Inc | 3,852 | $1.62M | 0.04% | +219+6.0% | Added |
| Angeles Wealth Management, LLC | 3,871 | $1.63M | 0.15% | +26+0.7% | Added |
| Bokf, NA | 3,883 | $1.63M | 0.03% | −288−6.9% | Reduced |
| Legato Capital Management LLC | 3,899 | $1.64M | 0.22% | −1,230−24.0% | Reduced |
| Meeder Advisory Services, Inc. | 3,904 | $1.64M | 0.12% | +1,175+43.1% | Added |
| Everence Capital Management Inc | 4,475 | $1.66M | 0.11% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,943 | $1.66M | 0.08% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,949 | $1.66M | 0.03% | +761+23.9% | Added |
| Veriti Management LLC | 3,972 | $1.67M | 0.10% | +708+21.7% | Added |
| TD Waterhouse Canada Inc. | 3,973 | $1.68M | 0.02% | +108+2.8% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.68M | 0.61% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,028 | $1.70M | 0.03% | −135−3.2% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 4,030 | $1.70M | 0.04% | −151,816−97.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,093 | $1.72M | 0.27% | +514+14.4% | Added |
| Signaturefd, LLC | 4,104 | $1.73M | 0.04% | +152+3.8% | Added |
| Essex Savings Bank | 4,120 | $1.73M | 0.47% | −14−0.3% | Reduced |
| HighPoint Advisor Group LLC | 3,828 | $1.75M | 0.10% | +9+0.2% | Added |
| Davenport & Co LLC | 4,173 | $1.76M | 0.01% | +270+6.9% | Added |
| Bryn Mawr Trust Co | 4,177 | $1.76M | 0.07% | −36−0.9% | Reduced |
| Rodgers Brothers Inc. | 4,184 | $1.76M | 0.24% | +3+0.1% | Added |
| Parallel Advisors, LLC | 4,213 | $1.77M | 0.05% | −471−10.1% | Reduced |
| Squarepoint Ops LLC | 4,256 | $1.79M | 0.01% | −12−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 4,264 | $1.79M | 0.13% | +4,264 | New |
| Beacon Investment Advisory Services, Inc. | 4,329 | $1.82M | 0.08% | −370−7.9% | Reduced |
| Accent Capital Management, LLC | 4,419 | $1.86M | 1.14% | −11−0.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,444 | $1.87M | 1.56% | −3−0.1% | Reduced |
| Bessemer Group Inc | 4,481 | $1.89M | 0.00% | −18−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,506 | $1.90M | 0.00% | +419+10.3% | Added |
| Cynosure Management, LLC | 4,577 | $1.93M | 0.31% | +4,577 | New |
| Rossmore Private Capital | 4,600 | $1.94M | 0.25% | 00.0% | Unchanged |
| High Ground Investment Management LLP | 4,647 | $1.96M | 0.76% | −15,483−76.9% | Reduced |
| Blue Edge Capital, LLC | 4,673 | $1.97M | 0.33% | −13−0.3% | Reduced |
| Apollon Wealth Management, LLC | 4,712 | $1.98M | 0.06% | +376+8.7% | Added |
| Value Partners Investments Inc. | 4,731 | $1.99M | 0.17% | +540+12.9% | Added |
| Teacher Retirement System of Texas | 4,740 | $2.00M | 0.01% | −3,999−45.8% | Reduced |
| IMS Capital Management | 4,308 | $2.04M | 0.95% | +38+0.9% | Added |
| Blue Fin Capital, Inc. | 4,846 | $2.04M | 0.41% | +67+1.4% | Added |
| CAPROCK Group, Inc. | 4,885 | $2.06M | 0.08% | +1,737+55.2% | Added |
| Empowered Funds, LLC | 4,949 | $2.08M | 0.04% | +140+2.9% | Added |
| Diversified Trust Co | 4,979 | $2.10M | 0.06% | +209+4.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,997 | $2.10M | 0.05% | +3+0.1% | Added |
| Virtu Financial LLC | 5,030 | $2.12M | 0.15% | +5,030 | New |
| Naples Global Advisors, LLC | 5,042 | $2.12M | 0.21% | −46−0.9% | Reduced |
| General Partner, Inc. | 5,045 | $2.12M | 1.36% | −446−8.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,065 | $2.13M | 0.14% | −129−2.5% | Reduced |
| NEOS Investment Management LLC | 5,075 | $2.14M | 0.09% | +1,047+26.0% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 5,180 | $2.18M | 3.23% | +1,358+35.5% | Added |
| Arete Wealth Advisors, LLC | 5,226 | $2.20M | 0.18% | +5,226 | New |
| Vestmark Advisory Solutions, Inc. | 5,232 | $2.20M | 0.09% | +21+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 5,255 | $2.21M | 0.04% | +705+15.5% | Added |
| Ingalls & Snyder LLC | 5,286 | $2.23M | 0.10% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 5,299 | $2.23M | 0.48% | −4,467−45.7% | Reduced |
| Empirical Finance, LLC | 5,337 | $2.25M | 0.14% | −398−6.9% | Reduced |
| Exchange Capital Management, Inc. | 5,344 | $2.25M | 0.37% | −163−3.0% | Reduced |
| Kornitzer Capital Management Inc | 5,395 | $2.27M | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,445 | $2.29M | 0.04% | +2,571+89.5% | Added |
| Transcend Wealth Collective, LLC | 5,473 | $2.30M | 0.17% | −9−0.2% | Reduced |
| Fairbanks Capital Management, Inc. | 5,534 | $2.33M | 1.53% | +127+2.3% | Added |
| Norinchukin Bank, The | 5,562 | $2.34M | 0.07% | +18+0.3% | Added |
| LMCG Investments, LLC | 5,576 | $2.35M | 0.14% | −531−8.7% | Reduced |
| MCF Advisors LLC | 5,616 | $2.36M | 0.18% | +107+1.9% | Added |
| Huntington National Bank | 5,672 | $2.39M | 0.02% | +110+2.0% | Added |
| Saturna Capital CORP | 5,689 | $2.39M | 0.03% | 00.0% | Unchanged |
| Omers Administration Corp | 5,701 | $2.40M | 0.02% | +5,701 | New |
| Sterling Investment Management, Inc. | 5,721 | $2.41M | 1.83% | +1,116+24.2% | Added |
| Centiva Capital, LP | 5,772 | $2.43M | 0.12% | +5,772 | New |
| NewEdge Wealth, LLC | 5,785 | $2.44M | 0.05% | −396−6.4% | Reduced |
| CenterBook Partners LP | 5,825 | $2.45M | 0.15% | −6,076−51.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 5,865 | $2.47M | 0.12% | +5,865 | New |
| Sanctuary Advisors, LLC | 6,572 | $2.47M | 0.02% | +6,572 | New |