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 |
|---|---|---|---|---|---|
| M. Kulyk & Associates, LLC | 719 | $341.2K | 0.07% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 720 | $341.7K | 0.03% | −10,960−93.8% | Reduced |
| Carson Advisory Inc. | 720 | $341.7K | 0.21% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 722 | $342.7K | 0.01% | +70+10.7% | Added |
| Cyndeo Wealth Partners, LLC | 723 | $343.1K | 0.02% | +52+7.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 723 | $343.1K | 0.07% | +96+15.3% | Added |
| L2 Asset Management, LLC | 723 | $343.1K | 0.09% | +24+3.4% | Added |
| Avestar Capital, LLC | 727 | $345.0K | 0.04% | +57+8.5% | Added |
| Guyasuta Investment Advisors Inc | 733 | $347.9K | 0.02% | +47+6.9% | Added |
| 626 Financial, LLC | 740 | $351.2K | 0.19% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 741 | $351.7K | 0.02% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 742 | $352.1K | 0.26% | 00.0% | Unchanged |
| Values Added Financial LLC | 750 | $355.9K | 0.22% | +2+0.3% | Added |
| Invictus Private Wealth, LLC | 754 | $357.8K | 0.03% | −74−8.9% | Reduced |
| Penserra Capital Management LLC | 755 | $358.0K | 0.01% | +8+1.1% | Added |
| Independence Bank of Kentucky | 758 | $359.7K | 0.08% | +750+9,375.0% | Added |
| Sentry Investment Management LLC | 761 | $361.0K | 0.15% | +76+11.1% | Added |
| Lindbrook Capital, LLC | 764 | $362.6K | 0.03% | −8−1.0% | Reduced |
| Highland Capital Management, LLC | 773 | $366.9K | 0.02% | −60−7.2% | Reduced |
| Simmons Bank | 774 | $367.3K | 0.03% | −120−13.4% | Reduced |
| Argent Financial Group, Inc. | 775 | $367.8K | 0.04% | +775 | New |
| Close Asset Management Ltd | 775 | $368.0K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 778 | $369.2K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 781 | $370.7K | 0.06% | +91+13.2% | Added |
| Fenimore Asset Management Inc | 787 | $373.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 794 | $376.8K | 0.04% | −3−0.4% | Reduced |
| GSB Wealth Management, LLC | 794 | $376.8K | 0.10% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 796 | $377.8K | 0.06% | +14+1.8% | Added |
| Magellan Asset Management Ltd | 798 | $378.7K | 0.00% | −50−5.9% | Reduced |
| Banco BTG Pactual S.A. | 800 | $379.7K | 0.10% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 800 | $379.7K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $379.7K | 0.03% | 00.0% | Unchanged |
| Balboa Wealth Partners | 803 | $381.3K | 0.09% | −1−0.1% | Reduced |
| Boltwood Capital Management | 810 | $384.4K | 0.11% | −5−0.6% | Reduced |
| Baldwin Brothers Inc | 815 | $386.8K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 816 | $387.3K | 0.11% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 818 | $388.2K | 0.05% | +1+0.1% | Added |
| D.B. Root & Company, LLC | 832 | $394.9K | 0.13% | −609−42.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 839 | $398.2K | 0.15% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 842 | $399.5K | 0.02% | −9−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 843 | $400.0K | 0.03% | +9+1.1% | Added |
| Hanlon Investment Management, Inc. | 845 | $401.0K | 0.11% | −6−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 849 | $403.0K | 0.07% | +20+2.4% | Added |
| Mutual Advisors, LLC | 864 | $403.5K | 0.01% | +47+5.8% | Added |
| 4J Wealth Management LLC | 851 | $404.1K | 0.31% | 00.0% | Unchanged |
| PFG Advisors | 853 | $404.8K | 0.03% | +65+8.2% | Added |
| American National Bank | 854 | $405.3K | 0.05% | −4−0.5% | Reduced |
| Flputnam Investment Management Co | 857 | $406.8K | 0.01% | −55−6.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 865 | $410.5K | 0.19% | −94−9.8% | Reduced |
| Roanoke Asset Management Corp | 866 | $411.0K | 0.13% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 870 | $412.9K | 0.12% | +31+3.7% | Added |
| Great Valley Advisor Group, Inc. | 881 | $418.3K | 0.01% | −43−4.7% | Reduced |
| Fort Point Capital Partners LLC | 890 | $422.4K | 0.05% | +32+3.7% | Added |
| Kathleen S. Wright Associates Inc. | 900 | $424.0K | 0.17% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 900 | $427.1K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 900 | $427.2K | 0.01% | −92−9.3% | Reduced |
| Pitcairn Co | 901 | $427.6K | 0.03% | −101−10.1% | Reduced |
| Shelton Capital Management | 901 | $427.6K | 0.01% | −30−3.2% | Reduced |
| Ground Swell Capital, LLC | 902 | $428.1K | 0.61% | +902 | New |
| Sunflower Bank, N.A. | 904 | $429.0K | 0.12% | +35+4.0% | Added |
| Everhart Financial Group, Inc. | 904 | $429.0K | 0.10% | +904 | New |
| Pettee Investors, Inc. | 924 | $438.5K | 0.21% | 00.0% | Unchanged |
| Invesco, LLC | 931 | $441.8K | 0.18% | −4−0.4% | Reduced |
| Auto-Owners Insurance Co | 933 | $442.8K | 0.01% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 936 | $444.2K | 0.06% | +115+14.0% | Added |
| J.W. Cole Advisors, Inc. | 936 | $444.3K | 0.02% | −5−0.5% | Reduced |
| Baxter Bros Inc | 949 | $450.4K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 950 | $450.9K | 0.01% | +950 | New |
| Howard Capital Management Inc. | 958 | $454.7K | 0.01% | +958 | New |
| Allworth Financial LP | 958 | $454.7K | 0.00% | −7−0.7% | Reduced |
| White Pine Capital LLC | 962 | $456.6K | 0.16% | +47+5.1% | Added |
| Correct Capital Wealth Management | 963 | $457.0K | 0.10% | 00.0% | Unchanged |
| Shearwater Capital LLC | 964 | $457.6K | 0.32% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 969 | $459.9K | 0.23% | 00.0% | Unchanged |
| Graypoint LLC | 973 | $461.8K | 0.03% | +113+13.1% | Added |
| Relyea Zuckerberg Hanson LLC | 980 | $465.1K | 0.07% | +14+1.4% | Added |
| Castleview Partners, LLC | 982 | $466.1K | 0.27% | +28+2.9% | Added |
| Capital Advisors, Ltd. LLC | 984 | $467.0K | 0.06% | +24+2.5% | Added |
| Penobscot Investment Management Company, Inc. | 985 | $467.5K | 0.04% | −50−4.8% | Reduced |
| Tributary Capital Management, LLC | 990 | $469.8K | 0.04% | −45−4.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $474.6K | 0.18% | −300−23.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,000 | $474.6K | 0.03% | +132+15.2% | Added |
| Beese Fulmer Investment Management, Inc. | 1,000 | $474.6K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,005 | $477.0K | 0.03% | +50+5.2% | Added |
| Moore Capital Management, LP | 1,008 | $478.4K | 0.01% | −8,001−88.8% | Reduced |
| Fidelis Capital Partners, LLC | 1,023 | $479.6K | 0.06% | +1+0.1% | Added |
| New Century Financial Group, LLC | 1,012 | $480.3K | 0.18% | −177−14.9% | Reduced |
| Mayfair Advisory Group, LLC | 1,050 | $483.6K | 0.30% | −5−0.5% | Reduced |
| RFG Advisory, LLC | 1,019 | $483.7K | 0.01% | −14−1.4% | Reduced |
| Broadleaf Partners, LLC | 1,020 | $484.1K | 0.11% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,022 | $484.8K | 0.21% | −152−12.9% | Reduced |
| BSW Wealth Partners | 1,023 | $485.4K | 0.07% | −29−2.8% | Reduced |
| Inceptionr LLC | 1,033 | $490.3K | 0.12% | +1,033 | New |
| PDS Planning, Inc | 1,042 | $494.5K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,043 | $495.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,051 | $499.0K | 0.00% | +254+31.9% | Added |
| Howland Capital Management LLC | 1,053 | $499.7K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,061 | $503.5K | 0.01% | +25+2.4% | Added |
| Crestmont Private Wealth LLC | 1,065 | $505.4K | 0.22% | +69+6.9% | Added |
| Gryphon Financial Partners LLC | 1,067 | $506.4K | 0.07% | +233+27.9% | Added |