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 |
|---|---|---|---|---|---|
| Umb Bank N A | 2,655 | $1.12M | 0.02% | −197−6.9% | Reduced |
| Great Lakes Retirement, Inc. | 2,649 | $1.11M | 0.15% | +278+11.7% | Added |
| D.A. Davidson & Co. | 2,632 | $1.11M | 0.01% | +101+4.0% | Added |
| DoubleLine ETF Adviser LP | 2,598 | $1.09M | 0.29% | −85−3.2% | Reduced |
| SpiderRock Advisors, LLC | 2,593 | $1.09M | 0.03% | +2,593 | New |
| Accretive Wealth Partners, LLC | 2,591 | $1.09M | 0.46% | −13−0.5% | Reduced |
| Rockline Wealth Management, LLC | 2,576 | $1.08M | 0.34% | +81+3.2% | Added |
| Coldstream Capital Management Inc | 2,570 | $1.08M | 0.03% | +10+0.4% | Added |
| GeoWealth Management, LLC | 2,565 | $1.08M | 0.05% | +909+54.9% | Added |
| Washington Trust Advisors, Inc. | 2,555 | $1.08M | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,534 | $1.07M | 0.05% | +4+0.2% | Added |
| Smithfield Trust Co | 2,542 | $1.06M | 0.06% | −268−9.5% | Reduced |
| Bahl & Gaynor Inc | 2,527 | $1.06M | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,525 | $1.06M | 0.04% | +50+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,518 | $1.06M | 0.01% | −70−2.7% | Reduced |
| First Hawaiian Bank | 2,513 | $1.06M | 0.04% | +138+5.8% | Added |
| Horizon Investments, LLC | 2,511 | $1.06M | 0.03% | +16+0.6% | Added |
| Harbert Fund Advisors, Inc. | 2,500 | $1.05M | 0.85% | −750−23.1% | Reduced |
| Milestones Administradora de Recursos Ltda. | 2,500 | $1.05M | 0.44% | +2,500 | New |
| Benjamin F. Edwards & Company, Inc. | 2,483 | $1.05M | 0.02% | +406+19.5% | Added |
| Lake Street Advisors Group, LLC | 2,447 | $1.03M | 0.05% | −109−4.3% | Reduced |
| Asset Management Group, Inc. | 2,445 | $1.03M | 0.19% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,433 | $1.02M | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,425 | $1.02M | 0.02% | +36+1.5% | Added |
| Empirical Asset Management, LLC | 2,405 | $1.01M | 0.38% | +284+13.4% | Added |
| Ballast Advisors LLC | 2,400 | $1.01M | 0.32% | +162+7.2% | Added |
| Qtron Investments LLC | 2,396 | $1.01M | 0.15% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,387 | $1.00M | 0.02% | −6−0.3% | Reduced |
| Savant Capital, LLC | 2,378 | $1.00M | 0.01% | −108−4.3% | Reduced |
| Profund Advisors LLC | 2,360 | $993.4K | 0.04% | −56−2.3% | Reduced |
| Triangle Securities Wealth Management | 2,355 | $991.4K | 0.28% | −32−1.3% | Reduced |
| La Banque Postale Asset Management SA | 2,346 | $987.5K | 0.04% | −2,308−49.6% | Reduced |
| SRN Advisors, LLC | 2,318 | $975.7K | 0.81% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,143 | $969.4K | 0.01% | −20−0.9% | Reduced |
| Heritage Wealth Management, LLC | 2,299 | $967.5K | 0.54% | −253−9.9% | Reduced |
| Heritage Family Offices, LLP | 2,299 | $967.5K | 0.54% | +2,299 | New |
| Millennium Management LLC | 2,292 | $964.8K | 0.00% | −70,276−96.8% | Reduced |
| Encompass Wealth Advisors, LLC | 2,250 | $947.1K | 0.25% | 00.0% | Unchanged |
| Aviso Financial Inc. | 2,248 | $946.7K | 0.05% | +2,248 | New |
| PEAK6 Investments LLC | 2,234 | $940.2K | 0.04% | +2,232+111,600.0% | Added |
| Maple Capital Management, Inc. | 2,205 | $928.2K | 0.08% | 00.0% | Unchanged |
| 1623 Capital LLC | 2,200 | $926.0K | 0.55% | −16,600−88.3% | Reduced |
| Wedmont Private Capital | 2,056 | $917.0K | 0.06% | +180+9.6% | Added |
| Verition Fund Management LLC | 2,160 | $909.2K | 0.01% | −1,440−40.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,084 | $877.2K | 0.05% | +14+0.7% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $871.3K | 0.17% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,068 | $870.5K | 0.11% | +1,067+106.6% | Added |
| Central Trust Co | 2,064 | $868.8K | 0.02% | −110−5.1% | Reduced |
| Verdence Capital Advisors LLC | 2,052 | $863.5K | 0.08% | −33−1.6% | Reduced |
| Sentry LLC | 2,042 | $859.5K | 0.16% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 2,183 | $858.0K | 0.82% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2,035 | $856.6K | 0.21% | +185+10.0% | Added |
| Stonebridge Capital Management Inc | 2,000 | $842.0K | 0.36% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 2,000 | $841.9K | 0.44% | −100−4.8% | Reduced |
| OLIO Financial Planning | 2,124 | $829.8K | 0.35% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,960 | $825.0K | 0.12% | +394+25.2% | Added |
| Balyasny Asset Management LLC | 1,950 | $820.8K | 0.00% | −106,868−98.2% | Reduced |
| Spirepoint Private Client, LLC | 1,948 | $820.0K | 0.12% | −36−1.8% | Reduced |
| Two Sigma Securities, LLC | 1,948 | $820.0K | 0.04% | +1,948 | New |
| Assetmark, Inc | 1,934 | $814.1K | 0.00% | +274+16.5% | Added |
| Riversedge Advisors, LLC | 1,926 | $810.7K | 0.20% | −8−0.4% | Reduced |
| Proequities, Inc. | 1,890 | $795.6K | 0.05% | −104−5.2% | Reduced |
| Fishman Jay A Ltd | 1,875 | $789.2K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,859 | $782.6K | 0.03% | +74+4.1% | Added |
| Whittier Trust Co | 1,857 | $781.6K | 0.01% | −13−0.7% | Reduced |
| Citadel Advisors LLC | 1,847 | $777.5K | 0.00% | +1,461+378.5% | Added |
| Evergreen Capital Management LLC | 1,840 | $774.5K | 0.03% | +228+14.1% | Added |
| Spinnaker Trust | 1,840 | $774.5K | 0.05% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 1,840 | $774.5K | 0.17% | −126−6.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,836 | $772.9K | 0.10% | +225+14.0% | Added |
| Reynders McVeigh Capital Management, LLC | 1,831 | $771.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,748 | $769.1K | 0.22% | +6+0.3% | Added |
| Choate Investment Advisors | 1,827 | $769.0K | 0.02% | −1−0.1% | Reduced |
| Trust Asset Management LLC | 1,820 | $766.1K | 0.06% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 1,818 | $765.1K | 0.09% | −36−1.9% | Reduced |
| Legacy Advisors, LLC | 1,806 | $760.2K | 0.09% | −438−19.5% | Reduced |
| Benin Management CORP | 1,803 | $758.9K | 0.23% | +1,803 | New |
| Personal Cfo Solutions, LLC | 1,799 | $757.1K | 0.12% | −26−1.4% | Reduced |
| Boothbay Fund Management, LLC | 1,788 | $752.6K | 0.02% | +1,788 | New |
| Geller Advisors LLC | 1,778 | $748.4K | 0.06% | −44−2.4% | Reduced |
| Brown Brothers Harriman & Co | 1,765 | $742.9K | 0.01% | +5+0.3% | Added |
| Valeo Financial Advisors, LLC | 1,756 | $739.2K | 0.02% | +117+7.1% | Added |
| High Net Worth Advisory Group LLC | 1,744 | $734.1K | 0.22% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,724 | $725.7K | 0.23% | −33−1.9% | Reduced |
| NorthRock Partners, LLC | 1,723 | $725.3K | 0.03% | +213+14.1% | Added |
| IFP Advisors, Inc | 1,715 | $722.1K | 0.03% | +32+1.9% | Added |
| Syon Capital LLC | 1,691 | $711.8K | 0.07% | +68+4.2% | Added |
| Ellevest, Inc. | 1,690 | $711.2K | 0.04% | +96+6.0% | Added |
| Patriot Investment Management Inc. | 1,689 | $711.0K | 0.06% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,689 | $711.0K | 0.07% | +1+0.1% | Added |
| Mather Group, LLC. | 1,807 | $710.2K | 0.01% | +67+3.9% | Added |
| Brookstone Capital Management | 1,546 | $705.3K | 0.01% | +1,546 | New |
| Cigna Investments Inc | 1,675 | $705.0K | 0.13% | −12−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,653 | $695.8K | 0.02% | −49−2.9% | Reduced |
| Argent Trust Co | 1,652 | $695.4K | 0.03% | +83+5.3% | Added |
| Mission Wealth Management, LP | 1,637 | $688.9K | 0.02% | +218+15.4% | Added |
| Bartlett & Co. Wealth Management LLC | 1,624 | $683.6K | 0.01% | −1−0.1% | Reduced |
| Clarius Group, LLC | 1,619 | $681.5K | 0.05% | −48−2.9% | Reduced |
| TownSquare Capital, LLC | 1,606 | $676.1K | 0.01% | +384+31.4% | Added |
| Farther Finance Advisors, LLC | 1,579 | $665.4K | 0.03% | +828+110.3% | Added |