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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 675 | $284.1K | 0.09% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 671 | $282.4K | 0.02% | +1+0.1% | Added |
| Integrated Advisors Network LLC | 670 | $282.0K | 0.01% | +55+8.9% | Added |
| Avestar Capital, LLC | 670 | $282.0K | 0.03% | +58+9.5% | Added |
| Wulff, Hansen & Co. | 665 | $279.9K | 0.28% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 711 | $279.4K | 0.00% | +555+355.8% | Added |
| Caldwell Trust Co | 660 | $277.8K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 659 | $277.4K | 0.02% | −40−5.7% | Reduced |
| Kingsview Wealth Management, LLC | 652 | $274.5K | 0.01% | +124+23.5% | Added |
| Saybrook Capital | 643 | $271.0K | 0.08% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 640 | $269.4K | 0.05% | +6+0.9% | Added |
| Essex Financial Services, Inc. | 585 | $268.8K | 0.02% | +31+5.6% | Added |
| Busey Wealth Management | 638 | $268.6K | 0.01% | −11−1.7% | Reduced |
| Guyasuta Investment Advisors Inc | 686 | $267.9K | 0.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 636 | $267.9K | 0.02% | +636 | New |
| Accurate Wealth Management, LLC | 595 | $265.6K | 0.06% | −65−9.8% | Reduced |
| Howe & Rusling Inc | 628 | $264.3K | 0.02% | −81−11.4% | Reduced |
| EWG Elevate Inc. | 622 | $261.8K | 0.10% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 620 | $261.0K | 0.01% | −80−11.4% | Reduced |
| Great Lakes Advisors, LLC | 620 | $261.0K | 0.00% | −56−8.3% | Reduced |
| Twin Lakes Capital Management, LLC | 619 | $260.7K | 0.18% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 618 | $260.2K | 0.16% | +607+5,518.2% | Added |
| Little House Capital LLC | 616 | $259.3K | 0.08% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 616 | $259.3K | 0.01% | +616 | New |
| Forum Financial Management, LP | 615 | $258.9K | 0.00% | +1+0.2% | Added |
| We Are One Seven, LLC | 613 | $258.0K | 0.01% | −86−12.3% | Reduced |
| Childress Capital Advisors, LLC | 611 | $257.2K | 0.07% | −4−0.7% | Reduced |
| Diametric Capital, LP | 606 | $255.1K | 0.14% | +606 | New |
| Morris Financial Concepts, Inc. | 605 | $254.7K | 0.12% | −125−17.1% | Reduced |
| Claret Asset Management Corp | 601 | $253.0K | 0.05% | +79+15.1% | Added |
| EagleClaw Capital Managment, LLC | 600 | $252.6K | 0.05% | 00.0% | Unchanged |
| HCR Wealth Advisors | 600 | $252.6K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 600 | $252.6K | 0.07% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 600 | $252.6K | 0.15% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 600 | $252.6K | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 599 | $252.1K | 0.00% | +599 | New |
| Keel Point, LLC | 535 | $248.7K | 0.02% | +24+4.7% | Added |
| Hamilton Capital, LLC | 589 | $247.9K | 0.02% | −53−8.3% | Reduced |
| Stanley-Laman Group, Ltd. | 584 | $245.8K | 0.04% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 627 | $244.7K | 0.05% | −213−25.4% | Reduced |
| Atomi Financial Group, Inc. | 580 | $244.1K | 0.02% | +580 | New |
| JTC Employer Solutions Trusteee Ltd | 579 | $244.0K | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 576 | $242.0K | 0.00% | +576 | New |
| Kowal Investment Group, LLC | 574 | $241.7K | 0.05% | −96−14.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 574 | $241.6K | 0.01% | +40+7.5% | Added |
| Tyche Wealth Partners LLC | 571 | $240.3K | 0.06% | −5−0.9% | Reduced |
| Plato Investment Management Ltd | 567 | $238.7K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 563 | $237.0K | 0.00% | +2+0.4% | Added |
| Warren Averett Asset Management, LLC | 560 | $235.6K | 0.00% | +560 | New |
| Stratos Wealth Partners, LTD. | 558 | $235.0K | 0.00% | +38+7.3% | Added |
| NBC Securities, Inc. | 557 | $234.0K | 0.02% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 550 | $231.5K | 0.01% | +150+37.5% | Added |
| EverSource Wealth Advisors, LLC | 506 | $231.1K | 0.02% | −45−8.2% | Reduced |
| Kathmere Capital Management, LLC | 547 | $230.2K | 0.02% | −6−1.1% | Reduced |
| Ascent Group, LLC | 547 | $230.2K | 0.02% | +38+7.5% | Added |
| Alpha Cubed Investments, LLC | 545 | $229.4K | 0.01% | −10−1.8% | Reduced |
| Cypress Asset Management Inc | 540 | $227.3K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 540 | $227.3K | 0.04% | +540 | New |
| Sharkey, Howes & Javer | 538 | $226.5K | 0.04% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 537 | $226.0K | 0.06% | +5+0.9% | Added |
| Prosperity Wealth Management, Inc. | 533 | $224.4K | 0.11% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 533 | $224.4K | 0.06% | +533 | New |
| Reliant Investment Management, LLC | 528 | $222.3K | 0.10% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 525 | $221.0K | 0.08% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 521 | $219.3K | 0.01% | −491−48.5% | Reduced |
| Wayfinding Financial, LLC | 522 | $219.0K | 0.12% | +522 | New |
| Quotient Wealth Partners, LLC | 518 | $218.0K | 0.01% | +518 | New |
| Ewa, LLC | 478 | $216.0K | 0.09% | +478 | New |
| Wick Capital Partners, LLC | 510 | $214.6K | 0.07% | +510 | New |
| Trust Point Inc. | 508 | $213.8K | 0.02% | −63−11.0% | Reduced |
| TCI Wealth Advisors, Inc. | 504 | $212.1K | 0.02% | +504 | New |
| Edge Financial Advisors LLC | 503 | $211.8K | 0.22% | +503 | New |
| Family Firm, Inc. | 503 | $211.5K | 0.05% | +503 | New |
| Private Trust Co NA | 502 | $211.3K | 0.02% | +78+18.4% | Added |
| Qsemble Capital Management, LP | 502 | $211.3K | 0.04% | +502 | New |
| Burke & Herbert Bank & Trust Co | 500 | $210.5K | 0.05% | −60−10.7% | Reduced |
| Alta Advisers Ltd | 500 | $210.5K | 0.10% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 500 | $210.5K | 0.16% | +500 | New |
| PGGM Investments | 500 | $210.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 497 | $209.2K | 0.02% | +497 | New |
| Peapack Gladstone Financial Corp | 489 | $206.0K | 0.00% | +489 | New |
| Alera Investment Advisors, LLC | 489 | $205.8K | 0.02% | +489 | New |
| Federated Hermes, Inc. | 486 | $204.6K | 0.00% | −7−1.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 484 | $203.7K | 0.05% | +484 | New |
| Boston Family Office LLC | 476 | $200.0K | 0.01% | +476 | New |
| William Howard & Co Financial Advisors Inc | 475 | $200.0K | 0.18% | +475 | New |
| CVA Family Office, LLC | 455 | $191.5K | 0.03% | +4+0.9% | Added |
| Global Retirement Partners, LLC | 445 | $187.4K | 0.01% | +231+107.9% | Added |
| USA Financial Portformulas Corp | 445 | $187.3K | 0.03% | −209−32.0% | Reduced |
| Massmutual Trust Co FSB | 416 | $175.1K | 0.01% | +72+20.9% | Added |
| Arlington Trust Co LLC | 415 | $174.7K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $168.4K | 0.10% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 400 | $168.4K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 393 | $165.4K | 0.12% | −28−6.7% | Reduced |
| Harbour Investments, Inc. | 387 | $162.9K | 0.01% | −32−7.6% | Reduced |
| Clean Yield Group | 365 | $153.6K | 0.06% | −135−27.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 355 | $149.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 351 | $147.7K | 0.03% | +46+15.1% | Added |
| Johnson Financial Group, Inc. | 344 | $144.8K | 0.01% | +216+168.8% | Added |
| Parkside Financial Bank & Trust | 343 | $144.4K | 0.02% | −2−0.6% | Reduced |