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 |
|---|---|---|---|---|---|
| High Ground Investment Management LLP | 4,647 | $1.96M | 0.76% | −15,483−76.9% | Reduced |
| Rossmore Private Capital | 4,600 | $1.94M | 0.25% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,577 | $1.93M | 0.31% | +4,577 | New |
| Northwestern Mutual Wealth Management Co | 4,506 | $1.90M | 0.00% | +419+10.3% | Added |
| Bessemer Group Inc | 4,481 | $1.89M | 0.00% | −18−0.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,444 | $1.87M | 1.56% | −3−0.1% | Reduced |
| Accent Capital Management, LLC | 4,419 | $1.86M | 1.14% | −11−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,329 | $1.82M | 0.08% | −370−7.9% | Reduced |
| Frank, Rimerman Advisors LLC | 4,264 | $1.79M | 0.13% | +4,264 | New |
| Squarepoint Ops LLC | 4,256 | $1.79M | 0.01% | −12−0.3% | Reduced |
| Parallel Advisors, LLC | 4,213 | $1.77M | 0.05% | −471−10.1% | Reduced |
| Rodgers Brothers Inc. | 4,184 | $1.76M | 0.24% | +3+0.1% | Added |
| Bryn Mawr Trust Co | 4,177 | $1.76M | 0.07% | −36−0.9% | Reduced |
| Davenport & Co LLC | 4,173 | $1.76M | 0.01% | +270+6.9% | Added |
| HighPoint Advisor Group LLC | 3,828 | $1.75M | 0.10% | +9+0.2% | Added |
| Essex Savings Bank | 4,120 | $1.73M | 0.47% | −14−0.3% | Reduced |
| Signaturefd, LLC | 4,104 | $1.73M | 0.04% | +152+3.8% | Added |
| Linden Thomas Advisory Services, LLC | 4,093 | $1.72M | 0.27% | +514+14.4% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 4,030 | $1.70M | 0.04% | −151,816−97.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,028 | $1.70M | 0.03% | −135−3.2% | Reduced |
| Van Strum & Towne Inc. | 4,000 | $1.68M | 0.61% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,973 | $1.68M | 0.02% | +108+2.8% | Added |
| Veriti Management LLC | 3,972 | $1.67M | 0.10% | +708+21.7% | Added |
| Jump Financial, LLC | 3,949 | $1.66M | 0.03% | +761+23.9% | Added |
| Texas Yale Capital Corp. | 3,943 | $1.66M | 0.08% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,475 | $1.66M | 0.11% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,904 | $1.64M | 0.12% | +1,175+43.1% | Added |
| Legato Capital Management LLC | 3,899 | $1.64M | 0.22% | −1,230−24.0% | Reduced |
| Bokf, NA | 3,883 | $1.63M | 0.03% | −288−6.9% | Reduced |
| Angeles Wealth Management, LLC | 3,871 | $1.63M | 0.15% | +26+0.7% | Added |
| Citizens Financial Group Inc | 3,852 | $1.62M | 0.04% | +219+6.0% | Added |
| Level Four Advisory Services, LLC | 3,774 | $1.59M | 0.07% | −411−9.8% | Reduced |
| Marshall Financial Group LLC | 3,765 | $1.58M | 0.44% | +74+2.0% | Added |
| Investment Management Corp of Ontario | 3,759 | $1.58M | 0.04% | +1,100+41.4% | Added |
| Clearstead Advisors, LLC | 3,741 | $1.57M | 0.03% | +777+26.2% | Added |
| Global Endowment Management, LP | 3,727 | $1.57M | 0.17% | +475+14.6% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.57M | 0.54% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,703 | $1.56M | 0.00% | +3,370+1,012.0% | Added |
| Baader Bank INC | 3,701 | $1.55M | 0.12% | +2,001+117.7% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.55M | 0.67% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,677 | $1.55M | 0.01% | +2,420+192.5% | Added |
| Sequoia Financial Advisors, LLC | 3,639 | $1.53M | 0.02% | +112+3.2% | Added |
| Miracle Mile Advisors, LLC | 3,603 | $1.52M | 0.04% | +205+6.0% | Added |
| WBI Investments | 3,578 | $1.51M | 0.36% | +3,578 | New |
| Knollwood Investment Advisory, LLC | 3,561 | $1.50M | 0.17% | +411+13.0% | Added |
| National Asset Management, Inc. | 3,544 | $1.49M | 0.04% | +81+2.3% | Added |
| T. Rowe Price Investment Management, Inc. | 3,530 | $1.49M | 0.00% | −2,444−40.9% | Reduced |
| Engineers Gate Manager LP | 3,440 | $1.45M | 0.03% | −1,253−26.7% | Reduced |
| Private Advisor Group, LLC | 3,437 | $1.45M | 0.01% | +330+10.6% | Added |
| SRS Capital Advisors, Inc. | 3,421 | $1.44M | 0.14% | +958+38.9% | Added |
| Bollard Group LLC | 3,394 | $1.43M | 0.04% | +1,914+129.3% | Added |
| Bleakley Financial Group, LLC | 3,389 | $1.43M | 0.04% | −103−2.9% | Reduced |
| Simplicity Wealth,LLC | 3,388 | $1.43M | 0.03% | −86−2.5% | Reduced |
| Merit Financial Group, LLC | 3,360 | $1.41M | 0.03% | −181−5.1% | Reduced |
| Quantitative Investment Management, LLC | 3,359 | $1.41M | 0.15% | +369+12.3% | Added |
| Clark Capital Management Group, Inc. | 3,329 | $1.40M | 0.01% | +19+0.6% | Added |
| Cypress Capital Group | 3,317 | $1.40M | 0.17% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 3,251 | $1.37M | 0.46% | −20−0.6% | Reduced |
| Vestcor Inc | 3,245 | $1.37M | 0.05% | 00.0% | Unchanged |
| Equitable Trust Co | 3,240 | $1.36M | 0.09% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 3,235 | $1.36M | 0.02% | +635+24.4% | Added |
| Hantz Financial Services, Inc. | 3,200 | $1.35M | 0.03% | +262+8.9% | Added |
| CWM, LLC | 3,198 | $1.35M | 0.01% | +108+3.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,863 | $1.34M | 0.01% | −323−10.1% | Reduced |
| Advisory Services Network, LLC | 3,185 | $1.34M | 0.03% | −9−0.3% | Reduced |
| HM Payson & Co | 3,182 | $1.34M | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,113 | $1.31M | 0.11% | −96−3.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,111 | $1.31M | 0.47% | −310−9.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,104 | $1.31M | 0.23% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,052 | $1.28M | 0.13% | 00.0% | Unchanged |
| AXS Investments LLC | 3,043 | $1.28M | 0.36% | −211−6.5% | Reduced |
| V-Square Quantitative Management LLC | 3,035 | $1.28M | 0.21% | −381−11.2% | Reduced |
| Pinnacle Financial Partners Inc | 3,249 | $1.28M | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,027 | $1.27M | 0.18% | +126+4.3% | Added |
| Park Avenue Securities LLC | 3,004 | $1.26M | 0.02% | +16+0.5% | Added |
| Lineweaver Wealth Advisors, LLC | 3,000 | $1.26M | 0.26% | −1,647−35.4% | Reduced |
| Mystic Asset Management, Inc. | 3,000 | $1.26M | 0.51% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,974 | $1.25M | 0.01% | −8,239−73.5% | Reduced |
| Boston Private Wealth LLC | 2,968 | $1.25M | 0.03% | −151−4.8% | Reduced |
| RSM US Wealth Management LLC | 2,957 | $1.25M | 0.02% | +2,068+232.6% | Added |
| Monte Financial Group, LLC | 2,928 | $1.23M | 0.54% | −10.0% | Reduced |
| Principal Securities, Inc. | 2,903 | $1.22M | 0.03% | −25−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 2,890 | $1.22M | 0.03% | −613−17.5% | Reduced |
| Landscape Capital Management, L.L.C. | 2,886 | $1.21M | 0.10% | −1,447−33.4% | Reduced |
| Sepio Capital, LP | 2,882 | $1.21M | 0.11% | −122−4.1% | Reduced |
| Waldron Private Wealth LLC | 2,866 | $1.21M | 0.05% | +208+7.8% | Added |
| Redmond Asset Management, LLC | 2,841 | $1.20M | 0.39% | −165−5.5% | Reduced |
| HB Wealth Management, LLC | 2,824 | $1.19M | 0.01% | +446+18.8% | Added |
| Raymond James Trust N.A. | 2,775 | $1.17M | 0.03% | −111−3.8% | Reduced |
| AlTi Global, Inc. | 2,757 | $1.16M | 0.03% | +2,757 | New |
| Sendero Wealth Management, LLC | 2,752 | $1.16M | 0.19% | −4,691−63.0% | Reduced |
| MAI Capital Management | 2,747 | $1.16M | 0.01% | +202+7.9% | Added |
| Okabena Investment Services Inc | 2,744 | $1.16M | 0.37% | −742−21.3% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $1.15M | 0.19% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,740 | $1.15M | 0.05% | +457+20.0% | Added |
| Avitas Wealth Management LLC | 2,734 | $1.15M | 0.17% | +22+0.8% | Added |
| Key Financial Inc | 2,732 | $1.15M | 0.28% | −80−2.8% | Reduced |
| Beacon Pointe Advisors, LLC | 2,693 | $1.13M | 0.01% | −1,134−29.6% | Reduced |
| Epoch Investment Partners, Inc. | 2,673 | $1.13M | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,672 | $1.12M | 0.01% | +1,483+124.7% | Added |