Skip to main content
Livermore
Livermore
ZHEN

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 2 sales; 1,415 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, Q3 2024

Institutional positions in Moodys Corp as of Sep 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
1,209
+61 vs. Q2 2024
Shares held
164.5M
+10.9M (+7.1%) vs. Q2 2024
Total value
$77.7B
+$13.1B (+20.3%) vs. Q2 2024
New holders
120
462 more added
Sold out
59
397 more reduced

13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,209 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ3 2024: $77.7B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2024.

Institutions holding MCO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$90.00%0Unchanged
Y.D. More Investments Ltd88$1130.00%+4+4.8%Added
Chesapeake Asset Management LLC1$4740.00%+1New
Country Trust Bank1$4750.00%00.0%Unchanged
Studio Investment Management LLC1$4750.00%00.0%Unchanged
Creative Capital Management Investments LLC1$4750.00%00.0%Unchanged
West Branch Capital LLC1$4750.00%+1New
Concord Wealth Partners1$4750.00%+1New
Annapolis Financial Services, LLC1$6650.00%+1New
PEAK6 Investments LLC2$8170.00%−2,232−99.9%Reduced
ClariVest Asset Management LLC2$8390.00%00.0%Unchanged
Strengthening Families & Communities, LLC2$9490.00%00.0%Unchanged
POM Investment Strategies, LLC2$9490.00%00.0%Unchanged
SYSTM Wealth Solutions LLC2$9500.03%−29−93.5%Reduced
1620 Investment Advisors, Inc.3$1.40K0.00%+3New
Kimelman & Baird, LLC3$1.42K0.00%00.0%Unchanged
WestEnd Advisors, LLC3$1.42K0.00%00.0%Unchanged
Horizon Financial Services, LLC3$1.42K0.00%00.0%Unchanged
Fairman Group, LLC3$1.42K0.00%00.0%Unchanged
Heritage Wealth Advisors3$1.42K0.00%+3New
JDM Financial Group LLC3$1.42K0.00%+3New
NVWM, LLC4$1.90K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC4$1.90K0.00%+4New
Continuum Advisory, LLC4$1.93K0.00%+2+100.0%Added
Wolff Wiese Magana LLC5$2.37K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$2.85K0.00%00.0%Unchanged
Rakuten Securities, Inc.6$2.85K0.00%+2+50.0%Added
Truvestments Capital LLC6$2.85K0.00%+6New
Westside Investment Management, Inc.7$3.23K0.00%00.0%Unchanged
Blume Capital Management, Inc.7$3.32K0.00%+7New
Colonial Trust Co8$3.79K0.00%+1+14.3%Added
Godsey & Gibb Associates8$3.80K0.00%00.0%Unchanged
Chilton Capital Management LLC8$3.80K0.00%00.0%Unchanged
Aspire Private Capital, LLC8$3.80K0.00%00.0%Unchanged
Altshuler Shaham Ltd8$3.80K0.00%+8New
Reston Wealth Management LLC8$3.80K0.00%+8New
Bruce G. Allen Investments, LLC9$4.27K0.00%00.0%Unchanged
Pacific Center for Financial Services9$4.27K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC9$4.27K0.00%00.0%Unchanged
SJS Investment Consulting Inc.9$4.27K0.00%00.0%Unchanged
Core Alternative Capital10$4.75K0.00%00.0%Unchanged
Valued Wealth Advisors LLC10$4.75K0.00%+3+42.9%Added
Financial Network Wealth Advisors LLC10$4.75K0.00%+3+42.9%Added
Creekmur Asset Management LLC11$5.22K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$5.70K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$6.17K0.00%−2−13.3%Reduced
Jackson, Grant Investment Advisers, Inc.13$6.17K0.00%00.0%Unchanged
Highline Wealth Partners LLC13$6.17K0.00%+6+85.7%Added
PFS Partners, LLC13$6.23K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC14$6.64K0.00%00.0%Unchanged
Hollencrest Capital Management16$7.59K0.00%+16New
First Pacific Financial16$7.59K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$7.59K0.01%00.0%Unchanged
Archer Investment Corp17$8.07K0.00%00.0%Unchanged
Creative Financial Designs Inc17$8.25K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC18$8.54K0.00%00.0%Unchanged
FSA Wealth Management LLC18$8.54K0.00%+18New
Oarsman Capital, Inc.19$9.02K0.00%+19New
Bullock Wealth Management Group22$10.4K0.01%+22New
Logan Capital Management Inc23$10.9K0.00%00.0%Unchanged
Avion Wealth25$11.0K0.00%+2+8.7%Added
Global Financial Private Client, LLC24$11.4K0.00%+20+500.0%Added
Kings Path Partners LLC25$11.9K0.00%−9−26.5%Reduced
Legacy Bridge, LLC25$11.9K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC25$11.9K0.00%+3+13.6%Added
Avalon Trust Co25$11.9K0.00%+10+66.7%Added
Rosenberg Matthew Hamilton26$12.3K0.00%00.0%Unchanged
Park Place Capital Corp26$12.3K0.00%00.0%Unchanged
Aspect Partners, LLC27$12.8K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.28$13.3K0.00%00.0%Unchanged
Raffa Wealth Management, LLC28$13.3K0.00%−38−57.6%Reduced
Moisand Fitzgerald Tamayo, LLC28$13.3K0.00%00.0%Unchanged
REAP Financial Group, LLC30$14.0K0.00%−1−3.2%Reduced
Itau Unibanco Holding S.A.30$14.2K0.00%+30New
Silicon Valley Capital Partners30$14.4K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC31$14.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC31$14.7K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC34$16.1K0.00%+2+6.3%Added
Capital Performance Advisors LLP38$18.0K0.01%+38New
Atlantic Trust, LLC38$18.0K0.00%−28−42.4%Reduced
Colonial Trust Advisors38$18.1K0.00%00.0%Unchanged
Private Wealth Management Group, LLC39$18.6K0.01%+1+2.6%Added
Abound Wealth Management39$18.7K0.01%+3+8.3%Added
Integrated Investment Consultants, LLC10,541$19.1K0.00%+10,541New
Foster Dykema Cabot & Partners, LLC42$19.9K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main46$21.8K0.00%−517−91.8%Reduced
Riverview Trust Co47$22.3K0.02%+2+4.4%Added
DSM Capital Partners LLC48$22.8K0.00%00.0%Unchanged
Meeder Asset Management Inc49$23.3K0.00%+1+2.1%Added
Bogart Wealth, LLC54$25.6K0.00%00.0%Unchanged
Caitlin John, LLC56$27.0K0.02%00.0%Unchanged
Financial Management Professionals, Inc.57$27.0K0.00%+5+9.6%Added
Eagle Bay Advisors LLC57$27.1K0.01%00.0%Unchanged
Wesleyan Assurance Society60$28.0K0.00%00.0%Unchanged
Planning Capital Management Corp60$28.7K0.02%+51+566.7%Added
GW&K Investment Management, LLC64$30.0K0.00%+10+18.5%Added
Larson Financial Group LLC67$31.7K0.00%+49+272.2%Added
Oakworth Capital, Inc.70$33.2K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC70$33.2K0.00%+2+2.9%Added
Coppell Advisory Solutions LLC75$35.5K0.01%−14−15.7%Reduced