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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 75 | $35.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 75 | $35.6K | 0.00% | +75 | New |
| Covestor Ltd | 75 | $36.0K | 0.02% | −6−7.4% | Reduced |
| Versant Capital Management, Inc | 76 | $36.1K | 0.01% | +1+1.3% | Added |
| Ogorek Anthony Joseph | 84 | $39.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 83 | $39.4K | 0.01% | +39+88.6% | Added |
| Claris Advisors, LLC | 83 | $39.4K | 0.02% | +83 | New |
| Spire Wealth Management | 86 | $40.8K | 0.00% | −1−1.1% | Reduced |
| Asset Dedication, LLC | 86 | $40.8K | 0.00% | +39+83.0% | Added |
| Sugarloaf Wealth Management, LLC | 87 | $41.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 90 | $42.9K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $47.5K | 0.02% | +66+194.1% | Added |
| MV Capital Management, Inc. | 101 | $47.9K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 102 | $48.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103 | $49.0K | 0.00% | +1+1.0% | Added |
| City State Bank | 106 | $50.3K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 109 | $51.7K | 0.01% | +55+101.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 111 | $53.0K | 0.03% | +111 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 112 | $53.2K | 0.01% | −73−39.5% | Reduced |
| Hemington Wealth Management | 121 | $54.0K | 0.01% | +121 | New |
| Atticus Wealth Management, LLC | 115 | $54.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 122 | $57.9K | 0.02% | +97+388.0% | Added |
| Geo Capital Gestora de Recursos Ltd | 122 | $58.0K | 0.07% | −18−12.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 125 | $59.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 128 | $60.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 129 | $61.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 130 | $61.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $62.6K | 0.01% | +1+0.8% | Added |
| Advantage Trust Co | 133 | $63.1K | 0.04% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 136 | $64.5K | 0.01% | +136 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $71.2K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 150 | $71.4K | 0.00% | +145+2,900.0% | Added |
| Princeton Global Asset Management LLC | 154 | $73.1K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 157 | $74.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 158 | $75.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 174 | $82.4K | 0.00% | −36−17.1% | Reduced |
| Coston, McIsaac & Partners | 181 | $85.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 194 | $92.1K | 0.01% | −36−15.7% | Reduced |
| M&R Capital Management Inc | 200 | $94.9K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $94.9K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 210 | $99.7K | 0.05% | −6−2.8% | Reduced |
| Darwin Advisors, LLC | 210 | $99.9K | 0.03% | +210 | New |
| Raleigh Capital Management Inc. | 215 | $102.1K | 0.04% | +15+7.5% | Added |
| Acropolis Investment Management, LLC | 228 | $108.2K | 0.01% | +228 | New |
| TFC Financial Management | 231 | $109.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 238 | $113.0K | 0.01% | +6+2.6% | Added |
| North Star Investment Management Corp. | 244 | $115.8K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 251 | $119.1K | 0.04% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 257 | $122.0K | 0.06% | +3+1.2% | Added |
| Resources Management Corp | 266 | $126.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 271 | $128.6K | 0.00% | +156+135.7% | Added |
| LRI Investments, LLC | 269 | $129.7K | 0.01% | −24−8.2% | Reduced |
| AdvisorNet Financial, Inc | 284 | $134.8K | 0.01% | +225+381.4% | Added |
| Eastern Bank | 295 | $140.0K | 0.00% | +295 | New |
| CoreCap Advisors, LLC | 296 | $140.5K | 0.01% | +296 | New |
| JNBA Financial Advisors | 300 | $142.4K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $142.4K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 318 | $150.9K | 0.00% | +6+1.9% | Added |
| South State Corp. | 322 | $152.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 324 | $153.8K | 0.03% | −27−7.7% | Reduced |
| Parkside Financial Bank & Trust | 343 | $162.8K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 347 | $164.7K | 0.01% | +347 | New |
| Johnson Financial Group, Inc. | 376 | $178.4K | 0.01% | +32+9.3% | Added |
| Grove Bank & Trust | 381 | $180.8K | 0.03% | +43+12.7% | Added |
| Islay Capital Management, LLC | 393 | $186.5K | 0.13% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $189.8K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 402 | $190.8K | 0.06% | +37+10.1% | Added |
| Quent Capital, LLC | 413 | $195.9K | 0.02% | +84+25.5% | Added |
| Arlington Trust Co LLC | 415 | $197.0K | 0.04% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 424 | $201.0K | 0.02% | −2,935−87.4% | Reduced |
| Catalyst Financial Partners LLC | 429 | $203.6K | 0.04% | +429 | New |
| Terra Nova Asset Management LLC | 430 | $204.1K | 0.15% | +430 | New |
| 9258 Wealth Management, LLC | 432 | $205.0K | 0.03% | +432 | New |
| Global Retirement Partners, LLC | 435 | $206.3K | 0.01% | −10−2.2% | Reduced |
| Daymark Wealth Partners, LLC | 437 | $207.5K | 0.01% | +437 | New |
| Crestwood Advisors Group LLC | 441 | $209.5K | 0.00% | −175−28.4% | Reduced |
| Symmetry Partners, LLC | 442 | $209.8K | 0.05% | −756−63.1% | Reduced |
| Meridian Wealth Management, LLC | 442 | $209.8K | 0.01% | +442 | New |
| Advus Financial Partners, LLC | 451 | $214.0K | 0.06% | +451 | New |
| Harbour Investments, Inc. | 456 | $216.4K | 0.01% | +69+17.8% | Added |
| Journey Strategic Wealth LLC | 457 | $216.9K | 0.01% | +457 | New |
| MONECO Advisors, LLC | 459 | $217.8K | 0.03% | +459 | New |
| Human Investing LLC | 461 | $218.6K | 0.04% | +461 | New |
| CVA Family Office, LLC | 464 | $220.2K | 0.04% | +9+2.0% | Added |
| Massmutual Trust Co FSB | 466 | $221.2K | 0.01% | +50+12.0% | Added |
| Convergence Financial, LLC | 466 | $221.2K | 0.05% | −256−35.5% | Reduced |
| Nebula Research & Development LLC | 469 | $222.6K | 0.03% | +469 | New |
| Tocqueville Asset Management L.P. | 470 | $223.1K | 0.00% | +470 | New |
| Cromwell Holdings LLC | 471 | $223.5K | 0.14% | +128+37.3% | Added |
| Brave Warrior Advisors, LLC | 471 | $223.5K | 0.00% | +471 | New |
| Marcum Wealth, LLC | 471 | $223.5K | 0.02% | +471 | New |
| Valmark Advisers, Inc. | 474 | $225.0K | 0.00% | +474 | New |
| William Howard & Co Financial Advisors Inc | 475 | $225.0K | 0.19% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 475 | $225.4K | 0.10% | +475 | New |
| Boston Family Office LLC | 476 | $226.0K | 0.02% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 482 | $228.8K | 0.02% | +482 | New |
| Ewa, LLC | 475 | $228.9K | 0.08% | −3−0.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 484 | $229.7K | 0.06% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 485 | $230.0K | 0.00% | −4−0.8% | Reduced |
| Shum Financial Group, Inc. | 500 | $231.1K | 0.19% | +500 | New |