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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 8,301 | $3.49M | 0.03% | −525−5.9% | Reduced |
| Connable Office Inc | 8,285 | $3.49M | 0.38% | −10−0.1% | Reduced |
| Lazard Asset Management LLC | 8,279 | $3.48M | 0.00% | −2,424−22.6% | Reduced |
| Vanderbilt University | 8,143 | $3.43M | 0.72% | +8,143 | New |
| Wetherby Asset Management Inc | 8,128 | $3.42M | 0.16% | +327+4.2% | Added |
| First National Bank of Omaha | 8,083 | $3.40M | 0.22% | +1,213+17.7% | Added |
| Vident Advisory, LLC | 8,079 | $3.40M | 0.09% | +3,904+93.5% | Added |
| Banque Cantonale Vaudoise | 8,041 | $3.38M | 0.13% | +4,094+103.7% | Added |
| Harbor Advisors LLC | 8,000 | $3.37M | 0.62% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 7,990 | $3.36M | 0.52% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,892 | $3.32M | 0.12% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 7,865 | $3.31M | 1.88% | 00.0% | Unchanged |
| Kerusso Capital Management LLC | 7,859 | $3.31M | 2.40% | +7,859 | New |
| Atria Investments LLC | 7,854 | $3.31M | 0.04% | +147+1.9% | Added |
| Rehmann Capital Advisory Group | 7,788 | $3.28M | 0.23% | +41+0.5% | Added |
| Yacktman Asset Management LP | 7,670 | $3.23M | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 7,592 | $3.20M | 0.05% | +452+6.3% | Added |
| Boston Trust Walden Corp | 7,575 | $3.19M | 0.02% | −55−0.7% | Reduced |
| iA Global Asset Management Inc. | 7,556 | $3.18M | 0.06% | −69−0.9% | Reduced |
| Kingfisher Capital LLC | 7,358 | $3.10M | 0.72% | +49+0.7% | Added |
| Williams Jones Wealth Management, LLC. | 7,356 | $3.10M | 0.04% | −85−1.1% | Reduced |
| Van Den Berg Management I, Inc | 7,326 | $3.08M | 0.92% | −104−1.4% | Reduced |
| Dorsey Wright & Associates | 7,325 | $3.08M | 0.80% | +26+0.4% | Added |
| Wealthcare Advisory Partners LLC | 7,258 | $3.06M | 0.10% | −292−3.9% | Reduced |
| Captrust Financial Advisors | 7,199 | $3.03M | 0.01% | +229+3.3% | Added |
| Slow Capital, Inc. | 7,180 | $3.02M | 0.49% | −106−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 7,158 | $3.01M | 0.06% | +95+1.3% | Added |
| Natixis | 7,121 | $3.00M | 0.02% | −30,524−81.1% | Reduced |
| Motley Fool Asset Management LLC | 7,095 | $2.99M | 0.20% | +1,701+31.5% | Added |
| Intech Investment Management LLC | 7,089 | $2.98M | 0.04% | −683−8.8% | Reduced |
| E. Ohman J:or Asset Management AB | 6,950 | $2.93M | 0.07% | −724−9.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,908 | $2.91M | 0.37% | +141+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,858 | $2.89M | 0.15% | +1,399+25.6% | Added |
| Neo Ivy Capital Management | 6,836 | $2.88M | 0.56% | +6,836 | New |
| Envestnet Portfolio Solutions, Inc. | 6,821 | $2.87M | 0.01% | −860−11.2% | Reduced |
| Quantinno Capital Management LP | 6,814 | $2.87M | 0.05% | +1,856+37.4% | Added |
| Crewe Advisors LLC | 6,806 | $2.86M | 0.32% | −2,257−24.9% | Reduced |
| Rathbone Brothers plc | 6,795 | $2.86M | 0.02% | −10−0.1% | Reduced |
| Trust Co of Toledo NA | 6,750 | $2.84M | 0.41% | 00.0% | Unchanged |
| Greenleaf Trust | 6,685 | $2.81M | 0.03% | +243+3.8% | Added |
| Commerce Bank | 6,677 | $2.81M | 0.02% | +505+8.2% | Added |
| Vinva Investment Management Ltd | 6,648 | $2.79M | 0.14% | +379+6.0% | Added |
| Crawford Investment Counsel Inc | 6,620 | $2.79M | 0.05% | −4−0.1% | Reduced |
| Miura Global Management, LLC | 6,600 | $2.78M | 2.71% | +6,600 | New |
| GTS Securities LLC | 6,574 | $2.77M | 0.06% | −4,862−42.5% | Reduced |
| Olstein Capital Management, L.P. | 6,500 | $2.74M | 0.49% | 00.0% | Unchanged |
| 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,446 | $2.72M | 0.03% | −2,688−29.4% | Reduced |
| Ostrum Asset Management | 6,402 | $2.69M | 0.24% | −255−3.8% | Reduced |
| First National Advisers, LLC | 6,367 | $2.68M | 0.49% | +780+14.0% | Added |
| Siemens Fonds Invest GmbH | 6,337 | $2.67M | 0.20% | +106+1.7% | Added |
| Tiaa Trust, National Association | 6,222 | $2.62M | 0.01% | −4−0.1% | Reduced |
| Keebeck Wealth Management, LLC | 6,174 | $2.60M | 0.38% | −321−4.9% | Reduced |
| Change Path, LLC | 6,153 | $2.59M | 0.13% | −226−3.5% | Reduced |
| Atria Wealth Solutions, Inc. | 6,106 | $2.57M | 0.03% | −405−6.2% | Reduced |
| SkyView Investment Advisors, LLC | 6,094 | $2.56M | 0.46% | +617+11.3% | Added |
| Regions Financial Corp | 6,031 | $2.54M | 0.02% | −71−1.2% | Reduced |
| Applied Capital LLC | 5,984 | $2.52M | 2.20% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,969 | $2.51M | 0.07% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.48M | 1.79% | +5,899 | New |
| Sanctuary Advisors, LLC | 6,572 | $2.47M | 0.02% | +6,572 | New |
| Lombard Odier Asset Management (Europe) Ltd | 5,865 | $2.47M | 0.12% | +5,865 | New |
| CenterBook Partners LP | 5,825 | $2.45M | 0.15% | −6,076−51.1% | Reduced |
| NewEdge Wealth, LLC | 5,785 | $2.44M | 0.05% | −396−6.4% | Reduced |
| Centiva Capital, LP | 5,772 | $2.43M | 0.12% | +5,772 | New |
| Sterling Investment Management, Inc. | 5,721 | $2.41M | 1.83% | +1,116+24.2% | Added |
| Omers Administration Corp | 5,701 | $2.40M | 0.02% | +5,701 | New |
| Saturna Capital CORP | 5,689 | $2.39M | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 5,672 | $2.39M | 0.02% | +110+2.0% | Added |
| MCF Advisors LLC | 5,616 | $2.36M | 0.18% | +107+1.9% | Added |
| LMCG Investments, LLC | 5,576 | $2.35M | 0.14% | −531−8.7% | Reduced |
| Norinchukin Bank, The | 5,562 | $2.34M | 0.07% | +18+0.3% | Added |
| Fairbanks Capital Management, Inc. | 5,534 | $2.33M | 1.53% | +127+2.3% | Added |
| Transcend Wealth Collective, LLC | 5,473 | $2.30M | 0.17% | −9−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,445 | $2.29M | 0.04% | +2,571+89.5% | Added |
| Kornitzer Capital Management Inc | 5,395 | $2.27M | 0.04% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 5,344 | $2.25M | 0.37% | −163−3.0% | Reduced |
| Empirical Finance, LLC | 5,337 | $2.25M | 0.14% | −398−6.9% | Reduced |
| Fortis Capital Management LLC | 5,299 | $2.23M | 0.48% | −4,467−45.7% | Reduced |
| Ingalls & Snyder LLC | 5,286 | $2.23M | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,255 | $2.21M | 0.04% | +705+15.5% | Added |
| Vestmark Advisory Solutions, Inc. | 5,232 | $2.20M | 0.09% | +21+0.4% | Added |
| Arete Wealth Advisors, LLC | 5,226 | $2.20M | 0.18% | +5,226 | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 5,180 | $2.18M | 3.23% | +1,358+35.5% | Added |
| NEOS Investment Management LLC | 5,075 | $2.14M | 0.09% | +1,047+26.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,065 | $2.13M | 0.14% | −129−2.5% | Reduced |
| General Partner, Inc. | 5,045 | $2.12M | 1.36% | −446−8.1% | Reduced |
| Naples Global Advisors, LLC | 5,042 | $2.12M | 0.21% | −46−0.9% | Reduced |
| Virtu Financial LLC | 5,030 | $2.12M | 0.15% | +5,030 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,997 | $2.10M | 0.05% | +3+0.1% | Added |
| Diversified Trust Co | 4,979 | $2.10M | 0.06% | +209+4.4% | Added |
| Empowered Funds, LLC | 4,949 | $2.08M | 0.04% | +140+2.9% | Added |
| CAPROCK Group, Inc. | 4,885 | $2.06M | 0.08% | +1,737+55.2% | Added |
| Blue Fin Capital, Inc. | 4,846 | $2.04M | 0.41% | +67+1.4% | Added |
| IMS Capital Management | 4,308 | $2.04M | 0.95% | +38+0.9% | Added |
| Teacher Retirement System of Texas | 4,740 | $2.00M | 0.01% | −3,999−45.8% | Reduced |
| Value Partners Investments Inc. | 4,731 | $1.99M | 0.17% | +540+12.9% | Added |
| Apollon Wealth Management, LLC | 4,712 | $1.98M | 0.06% | +376+8.7% | Added |
| Blue Edge Capital, LLC | 4,673 | $1.97M | 0.33% | −13−0.3% | Reduced |