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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 1,579 | $664.8K | 0.01% | +210+15.3% | Added |
| Motco | 1,577 | $663.8K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,572 | $661.7K | 0.01% | +1,572 | New |
| Threadgill Financial, LLC | 1,566 | $659.2K | 0.31% | +85+5.7% | Added |
| Dodge & Cox | 1,566 | $659.2K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,659 | $652.1K | 0.11% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,549 | $652.0K | 0.03% | +510+49.1% | Added |
| Circle Wealth Management, LLC | 1,548 | $651.6K | 0.02% | −107−6.5% | Reduced |
| Castle Rock Wealth Management, LLC | 1,545 | $651.2K | 0.16% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,539 | $647.8K | 0.01% | −15−1.0% | Reduced |
| Empower Advisory Group, LLC | 1,538 | $647.4K | 0.00% | −7−0.5% | Reduced |
| Ashton Thomas Securities, LLC | 1,479 | $645.6K | 0.16% | +1,479 | New |
| Pacific Global Investment Management CO | 1,505 | $633.5K | 0.12% | −155−9.3% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $633.5K | 0.23% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,504 | $633.1K | 0.02% | +297+24.6% | Added |
| Venturi Wealth Management, LLC | 1,503 | $632.7K | 0.04% | +1,455+3,031.3% | Added |
| Smart Money Group LLC | 1,383 | $631.5K | 0.23% | +165+13.5% | Added |
| Resurgent Financial Advisors LLC | 1,492 | $628.0K | 0.39% | +345+30.1% | Added |
| VisionPoint Advisory Group, LLC | 1,467 | $617.5K | 0.22% | +394+36.7% | Added |
| Abn Amro Investment Solutions | 1,467 | $617.5K | 0.01% | +843+135.1% | Added |
| Brave Asset Management Inc | 1,463 | $615.8K | 0.16% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,462 | $615.4K | 0.05% | +196+15.5% | Added |
| D.B. Root & Company, LLC | 1,441 | $606.6K | 0.21% | −250−14.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,434 | $603.6K | 0.15% | +1,434 | New |
| Smartleaf Asset Management LLC | 1,424 | $597.6K | 0.10% | +450+46.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,415 | $595.6K | 0.05% | +1,415 | New |
| Argyle Capital Management Inc. | 1,400 | $589.3K | 0.24% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,363 | $573.7K | 0.43% | +1,363 | New |
| First Horizon Advisors, Inc. | 1,357 | $571.2K | 0.02% | +24+1.8% | Added |
| Golden State Equity Partners | 1,357 | $571.2K | 0.12% | +1,357 | New |
| Walleye Trading LLC | 1,355 | $570.4K | 0.01% | −1,835−57.5% | Reduced |
| Charter Trust Co | 1,326 | $558.2K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,321 | $556.0K | 0.04% | −301−18.6% | Reduced |
| Panagora Asset Management Inc | 1,318 | $554.8K | 0.00% | −36−2.7% | Reduced |
| Prosperity Consulting Group, LLC | 1,318 | $554.8K | 0.08% | +155+13.3% | Added |
| DeDora Capital, Inc. | 1,314 | $553.1K | 0.17% | +74+6.0% | Added |
| Checchi Capital Advisers, LLC | 1,301 | $547.6K | 0.04% | +44+3.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,300 | $547.2K | 0.21% | +600+85.7% | Added |
| DDD Partners, LLC | 1,291 | $543.4K | 0.06% | 00.0% | Unchanged |
| Hilltop National Bank | 1,288 | $542.2K | 0.17% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 1,285 | $540.9K | 0.37% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 1,280 | $538.8K | 0.11% | +1,280 | New |
| FineMark National Bank & Trust | 1,270 | $534.6K | 0.02% | 00.0% | Unchanged |
| Unigestion Holding SA | 1,365 | $533.1K | 0.03% | −1,731−55.9% | Reduced |
| Schechter Investment Advisors, LLC | 1,265 | $532.3K | 0.04% | +63+5.2% | Added |
| Leonteq Securities AG | 1,261 | $530.8K | 0.07% | +940+292.8% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $530.0K | 0.24% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,255 | $528.2K | 0.04% | +50+4.1% | Added |
| Custom Index Systems, LLC | 1,241 | $522.4K | 0.30% | +1,241 | New |
| HTLF Bank | 1,240 | $522.0K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,218 | $512.7K | 0.01% | −69−5.4% | Reduced |
| Westpac Banking Corp | 1,216 | $511.9K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,214 | $510.9K | 0.05% | +32+2.7% | Added |
| Clifford Swan Investment Counsel LLC | 1,210 | $509.3K | 0.02% | −25−2.0% | Reduced |
| Haverford Trust Co | 1,201 | $505.5K | 0.01% | +5+0.4% | Added |
| Fayez Sarofim & Co | 1,200 | $505.1K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,198 | $504.0K | 0.03% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,197 | $503.9K | 0.04% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,190 | $500.9K | 0.15% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,189 | $500.5K | 0.01% | −374−23.9% | Reduced |
| New Century Financial Group, LLC | 1,189 | $500.5K | 0.21% | +346+41.0% | Added |
| Fulton Bank, N.A. | 1,183 | $498.0K | 0.02% | +264+28.7% | Added |
| Patton Albertson Miller Group, LLC | 1,176 | $495.0K | 0.07% | +68+6.1% | Added |
| Snowden Capital Advisors LLC | 1,158 | $487.4K | 0.01% | +121+11.7% | Added |
| Hoylecohen, LLC | 1,141 | $480.3K | 0.04% | +19+1.7% | Added |
| Mayfair Advisory Group, LLC | 1,055 | $470.5K | 0.32% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,117 | $470.2K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,114 | $468.9K | 0.07% | +4+0.4% | Added |
| Integrated Wealth Concepts LLC | 1,107 | $465.9K | 0.01% | +106+10.6% | Added |
| Wilkins Investment Counsel Inc | 1,100 | $463.0K | 0.07% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,096 | $461.3K | 0.16% | +140+14.6% | Added |
| Unique Wealth Strategies, LLC | 1,174 | $461.2K | 0.22% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,022 | $461.0K | 0.07% | −29−2.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,090 | $458.8K | 0.01% | +42+4.0% | Added |
| CX Institutional | 1,084 | $456.4K | 0.02% | −11−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,084 | $456.3K | 0.02% | +15+1.4% | Added |
| Cozad Asset Management Inc | 1,080 | $454.6K | 0.05% | −400−27.0% | Reduced |
| DRW Securities, LLC | 1,067 | $450.7K | 0.03% | +1,067 | New |
| Bradley Foster & Sargent Inc | 1,068 | $449.6K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,063 | $447.4K | 0.01% | +7+0.7% | Added |
| Cross Staff Investments Inc | 1,062 | $447.0K | 0.37% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,061 | $446.4K | 0.23% | +122+13.0% | Added |
| Howland Capital Management LLC | 1,053 | $443.2K | 0.02% | +40+3.9% | Added |
| BSW Wealth Partners | 1,052 | $442.7K | 0.07% | −29−2.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,043 | $439.0K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,042 | $438.6K | 0.04% | +11+1.1% | Added |
| Aptus Capital Advisors, LLC | 1,036 | $436.1K | 0.01% | +83+8.7% | Added |
| Tributary Capital Management, LLC | 1,035 | $435.7K | 0.04% | −25−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,035 | $435.7K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,033 | $434.9K | 0.01% | −100−8.8% | Reduced |
| Broadleaf Partners, LLC | 1,020 | $429.3K | 0.10% | −20−1.9% | Reduced |
| Allworth Financial LP | 965 | $426.7K | 0.00% | +329+51.7% | Added |
| Pitcairn Co | 1,002 | $421.8K | 0.03% | +168+20.1% | Added |
| Quintet Private Bank (Europe) S.A. | 868 | $421.4K | 0.02% | +8+0.9% | Added |
| Kanawha Capital Management LLC | 1,001 | $421.4K | 0.03% | +1,001 | New |
| Beese Fulmer Investment Management, Inc. | 1,000 | $420.9K | 0.04% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 996 | $419.2K | 0.20% | −29−2.8% | Reduced |
| Coastal Investment Advisors, Inc. | 996 | $419.1K | 0.08% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 992 | $417.6K | 0.01% | −282−22.1% | Reduced |
| Commerzbank Aktiengesellschaft | 978 | $412.0K | 0.01% | +43+4.6% | Added |