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 |
|---|---|---|---|---|---|
| D'Orazio & Associates, Inc. | 492 | $233.5K | 0.03% | +492 | New |
| TCI Wealth Advisors, Inc. | 496 | $235.4K | 0.02% | −8−1.6% | Reduced |
| Alera Investment Advisors, LLC | 496 | $235.4K | 0.03% | +7+1.4% | Added |
| Private Trust Co NA | 498 | $236.3K | 0.02% | −4−0.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 500 | $237.3K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $237.3K | 0.11% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 500 | $237.3K | 0.17% | 00.0% | Unchanged |
| Family Firm, Inc. | 503 | $238.9K | 0.05% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 504 | $239.2K | 0.01% | +504 | New |
| Edge Financial Advisors LLC | 504 | $239.2K | 0.21% | +1+0.2% | Added |
| Wick Capital Partners, LLC | 510 | $241.9K | 0.08% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 520 | $246.8K | 0.06% | −760−59.4% | Reduced |
| Virtus Investment Advisers, Inc. | 520 | $246.8K | 0.19% | +520 | New |
| Trust Point Inc. | 524 | $248.7K | 0.02% | +16+3.1% | Added |
| Chesapeake Wealth Management | 525 | $249.2K | 0.09% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 525 | $249.2K | 0.02% | +525 | New |
| Reliant Investment Management, LLC | 528 | $250.6K | 0.12% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 531 | $252.0K | 0.02% | +531 | New |
| EverSource Wealth Advisors, LLC | 531 | $252.2K | 0.02% | +25+4.9% | Added |
| Simon Quick Advisors, LLC | 532 | $252.5K | 0.02% | +532 | New |
| Alpha Cubed Investments, LLC | 533 | $253.0K | 0.01% | −12−2.2% | Reduced |
| Prosperity Wealth Management, Inc. | 533 | $253.0K | 0.10% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 533 | $253.0K | 0.06% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 538 | $255.3K | 0.04% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 540 | $256.3K | 0.06% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 548 | $260.1K | 0.06% | +11+2.0% | Added |
| Busey Wealth Management | 549 | $260.6K | 0.01% | −89−13.9% | Reduced |
| Dynamic Advisor Solutions LLC | 553 | $262.6K | 0.01% | −128−18.8% | Reduced |
| Rice Hall James & Associates, LLC | 558 | $264.8K | 0.01% | −315−36.1% | Reduced |
| Harvest Fund Management Co., Ltd | 560 | $266.0K | 0.02% | +348+164.2% | Added |
| Stratos Wealth Partners, LTD. | 562 | $266.9K | 0.00% | +4+0.7% | Added |
| Plato Investment Management Ltd | 567 | $268.8K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 571 | $271.2K | 0.01% | −120−17.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 576 | $273.4K | 0.00% | +576 | New |
| Tyche Wealth Partners LLC | 576 | $273.5K | 0.06% | +5+0.9% | Added |
| Keel Point, LLC | 578 | $274.5K | 0.02% | +43+8.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 579 | $275.0K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 582 | $276.2K | 0.01% | −1,206−67.4% | Reduced |
| Accurate Wealth Management, LLC | 568 | $276.4K | 0.06% | −27−4.5% | Reduced |
| Level Four Advisory Services, LLC | 609 | $276.8K | 0.01% | −3,165−83.9% | Reduced |
| Stanley-Laman Group, Ltd. | 584 | $277.2K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 586 | $278.1K | 0.01% | +12+2.1% | Added |
| Ascent Group, LLC | 587 | $278.6K | 0.02% | +40+7.3% | Added |
| Kathmere Capital Management, LLC | 589 | $279.6K | 0.03% | +42+7.7% | Added |
| Quotient Wealth Partners, LLC | 592 | $281.0K | 0.01% | +74+14.3% | Added |
| First National Bank & Trust Co of Newtown | 600 | $284.7K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $284.8K | 0.03% | −60−9.1% | Reduced |
| EagleClaw Capital Managment, LLC | 600 | $284.8K | 0.05% | 00.0% | Unchanged |
| HCR Wealth Advisors | 600 | $284.8K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 600 | $284.8K | 0.07% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 600 | $284.8K | 0.15% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $284.8K | 0.06% | +600 | New |
| Essex Financial Services, Inc. | 609 | $284.8K | 0.02% | +24+4.1% | Added |
| Claret Asset Management Corp | 603 | $286.0K | 0.05% | +2+0.3% | Added |
| Morris Financial Concepts, Inc. | 605 | $287.1K | 0.12% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 608 | $288.7K | 0.02% | +28+4.8% | Added |
| Childress Capital Advisors, LLC | 612 | $290.4K | 0.08% | +1+0.2% | Added |
| Magnus Financial Group LLC | 613 | $290.9K | 0.03% | +613 | New |
| Hamilton Capital, LLC | 641 | $291.0K | 0.02% | +52+8.8% | Added |
| Little House Capital LLC | 616 | $292.3K | 0.08% | 00.0% | Unchanged |
| Forum Financial Management, LP | 617 | $292.8K | 0.00% | +2+0.3% | Added |
| Twin Lakes Capital Management, LLC | 619 | $293.9K | 0.19% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 620 | $294.2K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 623 | $295.7K | 0.12% | +1+0.2% | Added |
| Howe & Rusling Inc | 625 | $296.6K | 0.03% | −3−0.5% | Reduced |
| Dunhill Financial, LLC | 634 | $300.8K | 0.15% | +16+2.6% | Added |
| Pinnacle Associates Ltd | 773 | $301.9K | 0.01% | −153−16.5% | Reduced |
| FinTrust Capital Advisors, LLC | 640 | $303.7K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 641 | $304.1K | 0.00% | +641 | New |
| We Are One Seven, LLC | 642 | $304.7K | 0.01% | +29+4.7% | Added |
| Saybrook Capital | 643 | $305.2K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 647 | $306.6K | 0.02% | +647 | New |
| Net Worth Advisory Group | 649 | $308.1K | 0.09% | +649 | New |
| Flagship Harbor Advisors, LLC | 650 | $308.3K | 0.02% | −38−5.5% | Reduced |
| Kowal Investment Group, LLC | 655 | $310.9K | 0.06% | +81+14.1% | Added |
| Axq Capital, LP | 655 | $310.9K | 0.09% | +655 | New |
| Smith Group Asset Management, LLC | 658 | $312.3K | 0.03% | +658 | New |
| Fukoku Mutual Life Insurance Co | 659 | $312.8K | 0.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 660 | $313.4K | 0.02% | +24+3.8% | Added |
| Proficio Capital Partners LLC | 665 | $315.4K | 0.03% | −549−45.2% | Reduced |
| Wulff, Hansen & Co. | 665 | $315.6K | 0.30% | 00.0% | Unchanged |
| Corton Capital Inc. | 666 | $316.1K | 0.15% | +666 | New |
| NBC Securities, Inc. | 674 | $320.0K | 0.03% | +117+21.0% | Added |
| Plotkin Financial Advisors, LLC | 677 | $321.3K | 0.19% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 679 | $322.3K | 0.03% | −25−3.6% | Reduced |
| Morningstar Investment Services LLC | 682 | $323.0K | 0.00% | +106+18.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 681 | $323.2K | 0.08% | +3+0.4% | Added |
| Rothschild Investment LLC | 681 | $323.2K | 0.02% | +5+0.7% | Added |
| West Family Investments, Inc. | 681 | $323.2K | 0.11% | +6+0.9% | Added |
| Everpar Advisors LLC | 687 | $326.0K | 0.17% | +10+1.5% | Added |
| Advanced Portfolio Management, LLC | 689 | $327.0K | 0.34% | −596−46.4% | Reduced |
| Integrated Advisors Network LLC | 689 | $327.0K | 0.02% | +19+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 694 | $329.4K | 0.04% | −8−1.1% | Reduced |
| NBT Bank N A | 698 | $331.3K | 0.02% | −104−13.0% | Reduced |
| Great Lakes Advisors, LLC | 698 | $331.3K | 0.00% | +78+12.6% | Added |
| Gladstone Institutional Advisory LLC | 706 | $335.1K | 0.02% | 00.0% | Unchanged |
| Winslow Capital Management, LLC | 710 | $337.0K | 0.00% | −51−6.7% | Reduced |
| McLean Asset Management Corp | 736 | $339.2K | 0.10% | +14+1.9% | Added |
| Capital Group Private Client Services, Inc. | 715 | $339.3K | 0.00% | −15−2.1% | Reduced |
| Delta Investment Management, LLC | 718 | $340.9K | 0.07% | −1,122−61.0% | Reduced |