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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 343 | $144.4K | 0.09% | +343 | New |
| Grove Bank & Trust | 338 | $142.3K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 329 | $138.3K | 0.02% | +1+0.3% | Added |
| South State Corp. | 322 | $135.5K | 0.01% | +62+23.8% | Added |
| TD Private Client Wealth LLC | 316 | $133.0K | 0.00% | −232−42.3% | Reduced |
| Salem Investment Counselors Inc | 312 | $131.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 300 | $126.3K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $126.3K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 293 | $123.3K | 0.01% | +269+1,120.8% | Added |
| First Foundation Advisors | 292 | $122.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 280 | $117.9K | 0.01% | −100−26.3% | Reduced |
| Resources Management Corp | 266 | $112.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 254 | $106.9K | 0.05% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 251 | $105.7K | 0.04% | +251 | New |
| North Star Investment Management Corp. | 244 | $102.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 232 | $97.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 231 | $97.2K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 230 | $96.8K | 0.01% | −3−1.3% | Reduced |
| Deseret Mutual Benefit Administrators | 216 | $90.9K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 212 | $89.2K | 0.00% | −385−64.5% | Reduced |
| Harvest Fund Management Co., Ltd | 212 | $89.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 210 | $88.6K | 0.00% | +37+21.4% | Added |
| M&R Capital Management Inc | 200 | $84.2K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $84.2K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 200 | $84.2K | 0.04% | +29+17.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 185 | $77.9K | 0.02% | +2+1.1% | Added |
| Coston, McIsaac & Partners | 181 | $76.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 173 | $73.0K | 0.01% | +48+38.4% | Added |
| Center for Financial Planning, Inc. | 158 | $66.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 157 | $66.1K | 0.01% | −5−3.1% | Reduced |
| Silvant Capital Management LLC | 157 | $66.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 154 | $64.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 150 | $63.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $63.1K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 146 | $61.5K | 0.03% | +50+52.1% | Added |
| Geo Capital Gestora de Recursos Ltd | 140 | $59.0K | 0.06% | −4−2.8% | Reduced |
| Mizuho Bank, Ltd. | 140 | $58.9K | 0.01% | +140 | New |
| Advantage Trust Co | 133 | $56.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 131 | $55.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 130 | $54.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 129 | $54.3K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 128 | $53.9K | 0.01% | −6−4.5% | Reduced |
| HWG Holdings LP | 127 | $53.5K | 0.02% | +127 | New |
| Plante Moran Financial Advisors, LLC | 125 | $52.6K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 115 | $48.4K | 0.02% | −30−20.7% | Reduced |
| Geneos Wealth Management Inc. | 115 | $48.4K | 0.00% | +11+10.6% | Added |
| City State Bank | 106 | $44.6K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 102 | $43.1K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 102 | $42.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 101 | $42.5K | 0.00% | +2+2.0% | Added |
| Rise Advisors, LLC | 90 | $38.0K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 89 | $37.5K | 0.01% | +89 | New |
| Spire Wealth Management | 87 | $36.6K | 0.00% | −20−18.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 87 | $36.6K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 84 | $35.0K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 87 | $34.2K | 0.00% | +8+10.1% | Added |
| Covestor Ltd | 81 | $34.0K | 0.02% | −137−62.8% | Reduced |
| West Paces Advisors Inc. | 75 | $31.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $31.6K | 0.01% | +40+114.3% | Added |
| Benjamin Edwards Inc | 71 | $30.0K | 0.01% | +8+12.7% | Added |
| Oakworth Capital, Inc. | 70 | $29.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $28.6K | 0.00% | −1−1.4% | Reduced |
| Atlantic Trust, LLC | 66 | $27.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 66 | $27.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 65 | $27.4K | 0.01% | +65 | New |
| Wesleyan Assurance Society | 60 | $25.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 59 | $24.8K | 0.00% | +5+9.3% | Added |
| Eagle Bay Advisors LLC | 57 | $24.0K | 0.01% | +12+26.7% | Added |
| Caitlin John, LLC | 56 | $23.6K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $23.0K | 0.00% | +4+8.0% | Added |
| Sunbelt Securities, Inc. | 54 | $22.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 54 | $22.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $22.0K | 0.00% | +3+6.1% | Added |
| DSM Capital Partners LLC | 48 | $20.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 48 | $20.2K | 0.00% | +2+4.3% | Added |
| Asset Dedication, LLC | 47 | $19.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 45 | $18.9K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 44 | $18.5K | 0.01% | +19+76.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 42 | $17.9K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 42 | $17.7K | 0.04% | +42 | New |
| Private Wealth Management Group, LLC | 38 | $16.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 38 | $16.0K | 0.00% | −4−9.5% | Reduced |
| Delos Wealth Advisors, LLC | 38 | $16.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $15.6K | 0.01% | +3+9.7% | Added |
| Abound Wealth Management | 36 | $15.3K | 0.01% | +2+5.9% | Added |
| Kings Path Partners LLC | 34 | $14.3K | 0.01% | +34 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $13.5K | 0.00% | −652−95.3% | Reduced |
| SYSTM Wealth Solutions LLC | 31 | $13.1K | 0.00% | −1,887−98.4% | Reduced |
| Fortitude Family Office, LLC | 31 | $13.0K | 0.01% | +14+82.4% | Added |
| McMahon Financial Advisors, LLC | 31 | $13.0K | 0.00% | +31 | New |
| REAP Financial Group, LLC | 31 | $12.9K | 0.00% | −4−11.4% | Reduced |
| Silicon Valley Capital Partners | 30 | $12.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $11.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $11.8K | 0.00% | +28 | New |
| Aspect Partners, LLC | 27 | $11.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 26 | $11.0K | 0.00% | +26 | New |
| Park Place Capital Corp | 26 | $10.9K | 0.00% | −14−35.0% | Reduced |
| Legacy Bridge, LLC | 25 | $10.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 25 | $10.5K | 0.00% | −17−40.5% | Reduced |
| Redmont Wealth Advisors LLC | 24 | $10.1K | 0.02% | 00.0% | Unchanged |