Moodys Corp

MCO

Exchange: NYSE
Industry: Services-Consumer Credit Reporting, Collection Agencies
SEC CIK: 0001059556

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2024: 1,161 institutions

Value heldQ2 2024: $70.2B

Institutions holding MCO and their total value by quarter
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.

Institutions holding MCO in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Financial Connections Group, Inc.	25	$10.0K	0.01%	+25	New
Logan Capital Management Inc	23	$9.68K	0.00%	00.0%	Unchanged
Pacific Capital Wealth Advisors, Inc	23	$9.68K	0.00%	+9+64.3%	Added
Carolinas Wealth Consulting LLC	22	$9.26K	0.00%	−1−4.3%	Reduced
Avion Wealth	23	$9.00K	0.00%	+7+43.8%	Added
Harbor Investment Advisory, LLC	18	$7.58K	0.00%	+2+12.5%	Added
Larson Financial Group LLC	18	$7.45K	0.00%	+4+28.6%	Added
Creative Financial Designs Inc	17	$7.31K	0.00%	00.0%	Unchanged
Archer Investment Corp	17	$7.16K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	18	$7.00K	0.00%	−1−5.3%	Reduced
Frazier Financial Advisors, LLC	16	$6.74K	0.01%	00.0%	Unchanged
Tyler-Stone Wealth Management	16	$6.74K	0.00%	00.0%	Unchanged
First Pacific Financial	16	$6.74K	0.00%	+16	New
Avalon Trust Co	15	$6.31K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	15	$6.31K	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	14	$5.89K	0.00%	+14	New
Glen Eagle Advisors, LLC	14	$5.89K	0.00%	+14	New
PFS Partners, LLC	13	$5.52K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	13	$5.47K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	12	$5.05K	0.00%	+2+20.0%	Added
Creekmur Asset Management LLC	11	$4.63K	0.00%	+10+1,000.0%	Added
Core Alternative Capital	10	$4.21K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	9	$3.79K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	9	$3.79K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	9	$3.79K	0.00%	00.0%	Unchanged
Planning Capital Management Corp	9	$3.79K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	9	$3.79K	0.00%	−3−25.0%	Reduced
Godsey & Gibb Associates	8	$3.37K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	8	$3.37K	0.00%	+8	New
Independence Bank of Kentucky	8	$3.37K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	8	$3.37K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	7	$2.95K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	7	$2.95K	0.00%	+1+16.7%	Added
Financial Network Wealth Advisors LLC	7	$2.95K	0.00%	+7	New
Westside Investment Management, Inc.	7	$2.95K	0.00%	+7	New
Colonial Trust Co	7	$2.94K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	6	$2.53K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	6	$2.53K	0.00%	+6	New
Montag A & Associates Inc	5	$2.26K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	5	$2.10K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	5	$2.10K	0.00%	+5	New
Rakuten Securities, Inc.	4	$1.68K	0.00%	−5−55.6%	Reduced
Global Financial Private Client, LLC	4	$1.68K	0.00%	00.0%	Unchanged
NVWM, LLC	4	$1.68K	0.00%	+3+300.0%	Added
Horizon Financial Services, LLC	3	$1.26K	0.00%	00.0%	Unchanged
Fairman Group, LLC	3	$1.26K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	3	$1.26K	0.00%	+2+200.0%	Added
Kimelman & Baird, LLC	3	$1.26K	0.00%	+3	New
Strengthening Families & Communities, LLC	2	$1.00K	0.00%	+2	New
Continuum Advisory, LLC	2	$842	0.00%	00.0%	Unchanged
Delta Asset Management LLC	2	$842	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	2	$842	0.00%	00.0%	Unchanged
Opal Wealth Advisors, LLC	2	$842	0.00%	+2	New
Lynx Investment Advisory	2	$842	0.00%	+2	New
ClariVest Asset Management LLC	2	$839	0.00%	00.0%	Unchanged
Studio Investment Management LLC	1	$421	0.00%	−1−50.0%	Reduced
Creative Capital Management Investments LLC	1	$421	0.00%	00.0%	Unchanged
Country Trust Bank	1	$421	0.00%	+1	New
Redwood Wealth Management Group, LLC	1	$421	0.00%	+1	New
Y.D. More Investments Ltd	84	$94	0.00%	+84	New
Dogwood Wealth Management LLC	0	$8	0.00%	0	Unchanged
Jensen Investment Management Inc	0	$0	0.00%	−179,101−100.0%	Sold out
Holocene Advisors, LP	0	$0	0.00%	−163,569−100.0%	Sold out
Weiss Asset Management LP	0	$0	0.00%	−55,666−100.0%	Sold out
American International Group, Inc.	0	$0	0.00%	−48,626−100.0%	Sold out
LTS One Management LP	0	$0	0.00%	−45,000−100.0%	Sold out
Maverick Capital LtdSuperinvestorMaverick Capital	0	$0	0.00%	−39,736−100.0%	Sold out
Laurion Capital Management LP	0	$0	0.00%	−36,644−100.0%	Sold out
Texas Permanent School Fund	0	$0	0.00%	−36,189−100.0%	Sold out
TRB Advisors LP	0	$0	0.00%	−35,000−100.0%	Sold out
Marex Group plc	0	$0	0.00%	−33,570−100.0%	Sold out
Evoke Wealth, LLC	0	$0	0.00%	−26,991−100.0%	Sold out
Genus Capital Management Inc.	0	$0	0.00%	−23,763−100.0%	Sold out
Totem Point Management, LLC	0	$0	0.00%	−12,254−100.0%	Sold out
Addenda Capital Inc.	0	$0	0.00%	−9,016−100.0%	Sold out
Strategic Advocates LLC	0	$0	0.00%	−8,359−100.0%	Sold out
Peak Financial Advisors LLC	0	$0	0.00%	−7,362−100.0%	Sold out
Metropolitan Life Insurance Co	0	$0	0.00%	−6,348−100.0%	Sold out
Baker Avenue Asset Management, LP	0	$0	0.00%	−5,903−100.0%	Sold out
Brevan Howard Capital Management LP	0	$0	0.00%	−4,776−100.0%	Sold out
Darwin Advisors, LLC	0	$0	0.00%	−3,846−100.0%	Sold out
Versor Investments LP	0	$0	0.00%	−2,801−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−2,774−100.0%	Sold out
Palestra Capital Management LLC	0	$0	0.00%	−2,700−100.0%	Sold out
Balentine LLC	0	$0	0.00%	−1,956−100.0%	Sold out
Strategy Asset Managers LLC	0	$0	0.00%	−1,651−100.0%	Sold out
Graham Capital Management, L.P.	0	$0	0.00%	−1,500−100.0%	Sold out
Dynasty Wealth Management, LLC	0	$0	0.00%	−1,437−100.0%	Sold out
Cinctive Capital Management LP	0	$0	0.00%	−1,429−100.0%	Sold out
E Fund Management Co., Ltd.	0	$0	0.00%	−1,425−100.0%	Sold out
Wealthspire Advisors, LLC	0	$0	0.00%	−1,393−100.0%	Sold out
AustralianSuper Pty Ltd	0	$0	0.00%	−1,378−100.0%	Sold out
Connor, Clark & Lunn Investment Management Ltd.	0	$0	0.00%	−1,325−100.0%	Sold out
Simplex Trading, LLC	0	$0	0.00%	−1,247−100.0%	Sold out
E Fund Management (Hong Kong) Co., Ltd.	0	$0	0.00%	−1,193−100.0%	Sold out
Lincoln National Corp	0	$0	0.00%	−1,177−100.0%	Sold out
Advisors Preferred, LLC	0	$0	0.00%	−1,005−100.0%	Sold out
Cumberland Partners Ltd	0	$0	0.00%	−1,000−100.0%	Sold out
Scientech Research LLC	0	$0	0.00%	−935−100.0%	Sold out
Pegasus Partners Ltd.	0	$0	0.00%	−844−100.0%	Sold out