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 3 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 |
|---|---|---|---|---|---|
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.48M | 1.79% | +5,899 | New |
| Whittier Trust Co of Nevada Inc | 5,969 | $2.51M | 0.07% | 00.0% | Unchanged |
| Applied Capital LLC | 5,984 | $2.52M | 2.20% | 00.0% | Unchanged |
| Regions Financial Corp | 6,031 | $2.54M | 0.02% | −71−1.2% | Reduced |
| SkyView Investment Advisors, LLC | 6,094 | $2.56M | 0.46% | +617+11.3% | Added |
| Atria Wealth Solutions, Inc. | 6,106 | $2.57M | 0.03% | −405−6.2% | Reduced |
| Change Path, LLC | 6,153 | $2.59M | 0.13% | −226−3.5% | Reduced |
| Keebeck Wealth Management, LLC | 6,174 | $2.60M | 0.38% | −321−4.9% | Reduced |
| Tiaa Trust, National Association | 6,222 | $2.62M | 0.01% | −4−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 6,337 | $2.67M | 0.20% | +106+1.7% | Added |
| First National Advisers, LLC | 6,367 | $2.68M | 0.49% | +780+14.0% | Added |
| Ostrum Asset Management | 6,402 | $2.69M | 0.24% | −255−3.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,446 | $2.72M | 0.03% | −2,688−29.4% | Reduced |
| Brinker Capital Investments, LLC | 6,459 | $2.72M | 0.03% | +16+0.2% | Added |
| Orion Portfolio Solutions, LLC | 6,459 | $2.72M | 0.03% | +16+0.2% | Added |
| Olstein Capital Management, L.P. | 6,500 | $2.74M | 0.49% | 00.0% | Unchanged |
| GTS Securities LLC | 6,574 | $2.77M | 0.06% | −4,862−42.5% | Reduced |
| Miura Global Management, LLC | 6,600 | $2.78M | 2.71% | +6,600 | New |
| Crawford Investment Counsel Inc | 6,620 | $2.79M | 0.05% | −4−0.1% | Reduced |
| Vinva Investment Management Ltd | 6,648 | $2.79M | 0.14% | +379+6.0% | Added |
| Commerce Bank | 6,677 | $2.81M | 0.02% | +505+8.2% | Added |
| Greenleaf Trust | 6,685 | $2.81M | 0.03% | +243+3.8% | Added |
| Trust Co of Toledo NA | 6,750 | $2.84M | 0.41% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,795 | $2.86M | 0.02% | −10−0.1% | Reduced |
| Crewe Advisors LLC | 6,806 | $2.86M | 0.32% | −2,257−24.9% | Reduced |
| Quantinno Capital Management LP | 6,814 | $2.87M | 0.05% | +1,856+37.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,821 | $2.87M | 0.01% | −860−11.2% | Reduced |
| Neo Ivy Capital Management | 6,836 | $2.88M | 0.56% | +6,836 | New |
| Hennion & Walsh Asset Management, Inc. | 6,858 | $2.89M | 0.15% | +1,399+25.6% | Added |
| Syntegra Private Wealth Group, LLC | 6,908 | $2.91M | 0.37% | +141+2.1% | Added |
| E. Ohman J:or Asset Management AB | 6,950 | $2.93M | 0.07% | −724−9.4% | Reduced |
| Intech Investment Management LLC | 7,089 | $2.98M | 0.04% | −683−8.8% | Reduced |
| Motley Fool Asset Management LLC | 7,095 | $2.99M | 0.20% | +1,701+31.5% | Added |
| Natixis | 7,121 | $3.00M | 0.02% | −30,524−81.1% | Reduced |
| Kestra Private Wealth Services, LLC | 7,158 | $3.01M | 0.06% | +95+1.3% | Added |
| Slow Capital, Inc. | 7,180 | $3.02M | 0.49% | −106−1.5% | Reduced |
| Captrust Financial Advisors | 7,199 | $3.03M | 0.01% | +229+3.3% | Added |
| Wealthcare Advisory Partners LLC | 7,258 | $3.06M | 0.10% | −292−3.9% | Reduced |
| Dorsey Wright & Associates | 7,325 | $3.08M | 0.80% | +26+0.4% | Added |
| Van Den Berg Management I, Inc | 7,326 | $3.08M | 0.92% | −104−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,356 | $3.10M | 0.04% | −85−1.1% | Reduced |
| Kingfisher Capital LLC | 7,358 | $3.10M | 0.72% | +49+0.7% | Added |
| iA Global Asset Management Inc. | 7,556 | $3.18M | 0.06% | −69−0.9% | Reduced |
| Boston Trust Walden Corp | 7,575 | $3.19M | 0.02% | −55−0.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,592 | $3.20M | 0.05% | +452+6.3% | Added |
| Yacktman Asset Management LP | 7,670 | $3.23M | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,788 | $3.28M | 0.23% | +41+0.5% | Added |
| Atria Investments LLC | 7,854 | $3.31M | 0.04% | +147+1.9% | Added |
| Kerusso Capital Management LLC | 7,859 | $3.31M | 2.40% | +7,859 | New |
| Citadel Investment Advisory, Inc. | 7,865 | $3.31M | 1.88% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,892 | $3.32M | 0.12% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 7,990 | $3.36M | 0.52% | 00.0% | Unchanged |
| Harbor Advisors LLC | 8,000 | $3.37M | 0.62% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 8,041 | $3.38M | 0.13% | +4,094+103.7% | Added |
| Vident Advisory, LLC | 8,079 | $3.40M | 0.09% | +3,904+93.5% | Added |
| First National Bank of Omaha | 8,083 | $3.40M | 0.22% | +1,213+17.7% | Added |
| Wetherby Asset Management Inc | 8,128 | $3.42M | 0.16% | +327+4.2% | Added |
| Vanderbilt University | 8,143 | $3.43M | 0.72% | +8,143 | New |
| Lazard Asset Management LLC | 8,279 | $3.48M | 0.00% | −2,424−22.6% | Reduced |
| Connable Office Inc | 8,285 | $3.49M | 0.38% | −10−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 8,301 | $3.49M | 0.03% | −525−5.9% | Reduced |
| Allianz SE | 8,590 | $3.62M | 0.11% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,610 | $3.62M | 0.27% | +1,416+19.7% | Added |
| Toroso Investments, LLC | 8,701 | $3.66M | 0.05% | +1,821+26.5% | Added |
| Bank Pictet & Cie (Asia) Ltd | 8,710 | $3.67M | 1.23% | +353+4.2% | Added |
| Advisor Group Holdings, Inc. | 8,730 | $3.68M | 0.01% | +46+0.5% | Added |
| Resources Investment Advisors, LLC. | 8,751 | $3.68M | 0.05% | +3,335+61.6% | Added |
| Smith, Salley & Associates | 8,762 | $3.69M | 0.26% | +857+10.8% | Added |
| Kerrisdale Advisers, LLC | 8,793 | $3.70M | 1.16% | −880−9.1% | Reduced |
| Bridgewater Associates, LP | 8,878 | $3.74M | 0.02% | −9,378−51.4% | Reduced |
| Louisiana State Employees Retirement System | 8,900 | $3.75M | 0.07% | −300−3.3% | Reduced |
| Ieq Capital, LLC | 8,961 | $3.77M | 0.05% | +762+9.3% | Added |
| Moore Capital Management, LP | 9,009 | $3.79M | 0.08% | +2,568+39.9% | Added |
| Securian Asset Management, Inc | 9,016 | $3.80M | 0.11% | −212−2.3% | Reduced |
| Wedge Capital Management L L P | 9,130 | $3.84M | 0.07% | −6,182−40.4% | Reduced |
| Keybank National Association | 9,137 | $3.85M | 0.02% | +1,236+15.6% | Added |
| Northwest Investment Counselors, LLC | 9,172 | $3.86M | 0.97% | −130−1.4% | Reduced |
| Glenview Trust Co | 9,286 | $3.91M | 0.08% | −350−3.6% | Reduced |
| Windmill Hill Asset Management Ltd | 9,372 | $3.94M | 1.66% | 00.0% | Unchanged |
| Altrafin AG | 9,376 | $3.95M | 1.46% | +1,617+20.8% | Added |
| Transamerica Financial Advisors, Inc. | 9,432 | $3.97M | 0.42% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,713 | $3.99M | 0.15% | −1,016−10.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,656 | $4.06M | 0.02% | +5,142+113.9% | Added |
| Mercer Global Advisors Inc | 9,746 | $4.10M | 0.01% | +1,608+19.8% | Added |
| AQR Capital Management LLC | 9,754 | $4.11M | 0.01% | −563−5.5% | Reduced |
| Taylor Hoffman Wealth Management | 9,761 | $4.11M | 1.68% | +163+1.7% | Added |
| Patton Fund Management, Inc. | 9,800 | $4.13M | 0.87% | −1,924−16.4% | Reduced |
| Roundview Capital LLC | 9,946 | $4.19M | 0.33% | +1,970+24.7% | Added |
| KP Management LLC | 10,000 | $4.21M | 1.59% | 00.0% | Unchanged |
| Hartford Investment Management Co | 10,063 | $4.24M | 0.15% | −104−1.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,071 | $4.24M | 0.01% | −252−2.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $4.25M | 0.66% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 10,100 | $4.25M | 0.17% | −1,700−14.4% | Reduced |
| Insight Wealth Strategies, LLC | 10,127 | $4.26M | 0.61% | +532+5.5% | Added |
| Atom Investors LP | 10,177 | $4.28M | 0.43% | +5,550+119.9% | Added |
| Fiduciary Trust Co | 10,276 | $4.33M | 0.06% | −81−0.8% | Reduced |
| Fiduciary Alliance LLC | 10,302 | $4.39M | 0.71% | +472+4.8% | Added |
| John G Ullman & Associates Inc | 10,507 | $4.42M | 0.67% | −350−3.2% | Reduced |
| Wealthfront Advisers LLC | 10,535 | $4.43M | 0.01% | −1,013−8.8% | Reduced |
| QRG Capital Management, Inc. | 10,758 | $4.53M | 0.05% | −501−4.4% | Reduced |