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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 978 | $411.7K | 0.04% | +126+14.8% | Added |
| Hutner Capital Management Inc | 969 | $407.9K | 0.22% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 968 | $407.5K | 0.02% | +154+18.9% | Added |
| Relyea Zuckerberg Hanson LLC | 966 | $406.6K | 0.07% | +98+11.3% | Added |
| Shearwater Capital LLC | 964 | $405.9K | 0.30% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 963 | $405.4K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 960 | $404.0K | 0.05% | +24+2.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 959 | $403.7K | 0.20% | −50−5.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 945 | $403.0K | 0.01% | −164−14.8% | Reduced |
| Financial Advocates Investment Management | 955 | $402.1K | 0.03% | +291+43.8% | Added |
| Castleview Partners, LLC | 954 | $401.6K | 0.23% | −11−1.1% | Reduced |
| Baxter Bros Inc | 949 | $399.5K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 947 | $398.6K | 0.06% | +127+15.5% | Added |
| J.W. Cole Advisors, Inc. | 941 | $396.2K | 0.02% | −868−48.0% | Reduced |
| Invesco, LLC | 935 | $393.6K | 0.16% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 933 | $392.7K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 900 | $391.9K | 0.18% | 00.0% | Unchanged |
| Shelton Capital Management | 931 | $391.9K | 0.01% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 931 | $391.9K | 0.22% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 930 | $391.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 926 | $389.7K | 0.01% | +122+15.2% | Added |
| Great Valley Advisor Group, Inc. | 924 | $389.2K | 0.01% | +15+1.7% | Added |
| Pettee Investors, Inc. | 924 | $388.9K | 0.19% | −22−2.3% | Reduced |
| GWM Advisors LLC | 924 | $388.7K | 0.00% | +7+0.8% | Added |
| Dark Forest Capital Management LP | 918 | $386.4K | 0.07% | +918 | New |
| White Pine Capital LLC | 915 | $385.2K | 0.15% | +36+4.1% | Added |
| Flputnam Investment Management Co | 912 | $383.8K | 0.01% | +147+19.2% | Added |
| Alberta Investment Management Corp | 900 | $378.8K | 0.00% | −2,700−75.0% | Reduced |
| Simmons Bank | 894 | $376.3K | 0.03% | −345−27.8% | Reduced |
| Skopos Labs, Inc. | 953 | $375.4K | 0.16% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 880 | $370.0K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 817 | $367.8K | 0.01% | +817 | New |
| Rice Hall James & Associates, LLC | 873 | $367.5K | 0.02% | −4−0.5% | Reduced |
| Banco BTG Pactual S.A. | 800 | $366.6K | 0.09% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 869 | $365.8K | 0.09% | −7−0.8% | Reduced |
| Roanoke Asset Management Corp | 866 | $365.0K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 865 | $364.1K | 0.00% | +13+1.5% | Added |
| Abacus Planning Group, Inc. | 861 | $362.4K | 0.07% | +12+1.4% | Added |
| Graypoint LLC | 860 | $362.0K | 0.03% | +154+21.8% | Added |
| Fort Point Capital Partners LLC | 858 | $361.2K | 0.05% | −28−3.2% | Reduced |
| American National Bank | 858 | $361.2K | 0.04% | +31+3.7% | Added |
| Western Wealth Management, LLC | 851 | $358.4K | 0.03% | −7−0.8% | Reduced |
| 4J Wealth Management LLC | 851 | $358.4K | 0.30% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 851 | $358.2K | 0.11% | +88+11.5% | Added |
| Magellan Asset Management Ltd | 848 | $356.9K | 0.00% | +174+25.8% | Added |
| Outlook Wealth Advisors, LLC | 839 | $353.2K | 0.17% | +839 | New |
| Carmichael Hill & Associates, Inc. | 839 | $353.2K | 0.14% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 834 | $351.1K | 0.05% | +834 | New |
| Procyon Private Wealth Partners, LLC | 834 | $351.1K | 0.03% | −56−6.3% | Reduced |
| Highland Capital Management, LLC | 833 | $350.6K | 0.02% | −5,956−87.7% | Reduced |
| Legacy Financial Advisors, Inc. | 829 | $349.0K | 0.06% | −11−1.3% | Reduced |
| Invictus Private Wealth, LLC | 828 | $348.5K | 0.03% | −71−7.9% | Reduced |
| Mattern Capital Management, LLC | 821 | $345.6K | 0.05% | +160+24.2% | Added |
| Manchester Capital Management LLC | 817 | $343.9K | 0.04% | +14+1.7% | Added |
| Addison Advisors LLC | 816 | $343.5K | 0.11% | +21+2.6% | Added |
| Boltwood Capital Management | 815 | $343.1K | 0.11% | −5−0.6% | Reduced |
| Baldwin Brothers Inc | 815 | $343.1K | 0.03% | 00.0% | Unchanged |
| Balboa Wealth Partners | 804 | $338.2K | 0.09% | +35+4.6% | Added |
| NBT Bank N A | 802 | $337.6K | 0.02% | −179−18.2% | Reduced |
| Atwood & Palmer Inc | 800 | $336.7K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $336.7K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 797 | $335.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 797 | $335.5K | 0.03% | +154+24.0% | Added |
| Loomis Sayles & Co L P | 797 | $335.0K | 0.00% | +3+0.4% | Added |
| GSB Wealth Management, LLC | 794 | $334.2K | 0.09% | 00.0% | Unchanged |
| PFG Advisors | 788 | $331.7K | 0.02% | −200−20.2% | Reduced |
| Fenimore Asset Management Inc | 787 | $331.3K | 0.01% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 782 | $329.2K | 0.06% | −7−0.9% | Reduced |
| Conning Inc. | 778 | $327.5K | 0.01% | +23+3.0% | Added |
| Heritage Trust Co | 775 | $326.2K | 0.04% | 00.0% | Unchanged |
| Close Asset Management Ltd | 775 | $326.0K | 0.01% | +440+131.3% | Added |
| Lindbrook Capital, LLC | 772 | $325.0K | 0.03% | −186−19.4% | Reduced |
| GAMMA Investing LLC | 769 | $323.7K | 0.04% | +273+55.0% | Added |
| Winslow Capital Management, LLC | 761 | $320.3K | 0.00% | −139−15.4% | Reduced |
| McLean Asset Management Corp | 722 | $315.9K | 0.10% | +9+1.3% | Added |
| Values Added Financial LLC | 748 | $314.9K | 0.23% | +4+0.5% | Added |
| Penserra Capital Management LLC | 747 | $314.0K | 0.00% | +1+0.1% | Added |
| Silvia McColl Wealth Management, LLC | 742 | $312.3K | 0.26% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 741 | $311.9K | 0.02% | +741 | New |
| 626 Financial, LLC | 740 | $311.5K | 0.18% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 738 | $310.6K | 0.00% | −1,440−66.1% | Reduced |
| Capital Group Private Client Services, Inc. | 730 | $307.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 724 | $304.8K | 0.01% | +724 | New |
| Convergence Financial, LLC | 722 | $303.9K | 0.08% | +722 | New |
| Carson Advisory Inc. | 720 | $303.1K | 0.21% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 719 | $302.6K | 0.07% | −90−11.1% | Reduced |
| Gladstone Institutional Advisory LLC | 706 | $297.2K | 0.02% | −3−0.4% | Reduced |
| Sage Mountain Advisors LLC | 704 | $296.3K | 0.03% | +704 | New |
| Pinnacle Wealth Planning Services, Inc. | 702 | $295.5K | 0.04% | −5−0.7% | Reduced |
| L2 Asset Management, LLC | 699 | $294.2K | 0.09% | +63+9.9% | Added |
| WSFS Capital Management, LLC | 691 | $291.1K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 690 | $290.5K | 0.05% | +85+14.0% | Added |
| Flagship Harbor Advisors, LLC | 688 | $289.7K | 0.02% | −19−2.7% | Reduced |
| Sentry Investment Management LLC | 685 | $288.0K | 0.13% | −140−17.0% | Reduced |
| Petrus Trust Company, LTA | 684 | $287.9K | 0.03% | +684 | New |
| Dynamic Advisor Solutions LLC | 681 | $286.7K | 0.01% | +52+8.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 678 | $285.4K | 0.06% | 00.0% | Unchanged |
| Everpar Advisors LLC | 677 | $285.0K | 0.14% | +128+23.3% | Added |
| Plotkin Financial Advisors, LLC | 677 | $285.0K | 0.18% | +677 | New |
| Rothschild Investment LLC | 676 | $284.5K | 0.02% | +131+24.0% | Added |