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; 1,415 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
- 1,208
- +60 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
- 119
- 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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 1,070 | $507.8K | 0.05% | −10−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 1,073 | $509.2K | 0.01% | +5+0.5% | Added |
| Synovus Financial Corp | 1,083 | $514.0K | 0.01% | +20+1.9% | Added |
| Promethium Advisors,llc | 1,087 | $515.9K | 0.36% | +1,087 | New |
| CX Institutional | 1,088 | $516.4K | 0.02% | +4+0.4% | Added |
| Skopos Labs, Inc. | 1,094 | $519.2K | 0.17% | +141+14.8% | Added |
| Wilkins Investment Counsel Inc | 1,100 | $522.0K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,102 | $523.0K | 0.01% | +12+1.1% | Added |
| Oxford Asset Management LLP | 1,107 | $525.4K | 0.44% | +1,107 | New |
| Stratos Wealth Advisors, LLC | 1,107 | $525.4K | 0.02% | +23+2.1% | Added |
| Advisors Preferred, LLC | 1,116 | $526.1K | 0.08% | +1,116 | New |
| Cornerstone Advisory, LLC | 1,118 | $530.6K | 0.07% | +4+0.4% | Added |
| Aaron Wealth Advisors | 1,123 | $533.0K | 0.06% | +176+18.6% | Added |
| Abacus Planning Group, Inc. | 1,127 | $534.9K | 0.10% | +266+30.9% | Added |
| Trust Co of Vermont | 1,145 | $543.4K | 0.03% | +28+2.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,143 | $545.8K | 0.01% | +198+21.0% | Added |
| Legacy Private Trust Co. | 1,160 | $550.5K | 0.04% | −37−3.1% | Reduced |
| Cross Staff Investments Inc | 1,162 | $551.5K | 0.43% | +100+9.4% | Added |
| Aster Capital Management (DIFC) Ltd | 1,162 | $551.5K | 0.12% | +1,162 | New |
| Integrated Wealth Concepts LLC | 1,176 | $558.3K | 0.01% | +69+6.2% | Added |
| Snowden Capital Advisors LLC | 1,177 | $558.6K | 0.02% | +19+1.6% | Added |
| Clifford Swan Investment Counsel LLC | 1,185 | $562.4K | 0.02% | −25−2.1% | Reduced |
| AE Wealth Management LLC | 1,187 | $563.6K | 0.01% | −10,828−90.1% | Reduced |
| HTLF Bank | 1,188 | $563.8K | 0.06% | −52−4.2% | Reduced |
| Park Edge Advisors, LLC | 1,190 | $564.8K | 0.16% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,197 | $567.9K | 0.04% | −68−5.4% | Reduced |
| Fayez Sarofim & Co | 1,200 | $569.5K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,202 | $570.5K | 0.11% | −232−16.2% | Reduced |
| Empower Advisory Group, LLC | 1,204 | $571.4K | 0.00% | −334−21.7% | Reduced |
| Advisory Alpha, LLC | 1,222 | $580.1K | 0.02% | +254+26.2% | Added |
| Haverford Trust Co | 1,223 | $580.4K | 0.01% | +22+1.8% | Added |
| Eqis Capital Management, Inc. | 1,229 | $583.5K | 0.05% | −26−2.1% | Reduced |
| Commerzbank Aktiengesellschaft | 1,231 | $584.0K | 0.02% | +253+25.9% | Added |
| KG&L Capital Management,LLC | 1,234 | $585.6K | 0.19% | +138+12.6% | Added |
| Hilltop National Bank | 1,238 | $587.5K | 0.18% | −50−3.9% | Reduced |
| Prosperity Consulting Group, LLC | 1,251 | $593.7K | 0.05% | −67−5.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $597.0K | 0.25% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,268 | $601.8K | 0.02% | +85+7.2% | Added |
| Seeds Investor LLC | 1,270 | $602.7K | 0.23% | +209+19.7% | Added |
| Stevens Capital Management LP | 1,275 | $605.0K | 0.09% | +1,275 | New |
| RMB Capital Management, LLC | 1,289 | $611.7K | 0.01% | +100+8.4% | Added |
| DDD Partners, LLC | 1,291 | $612.7K | 0.07% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,295 | $614.6K | 0.20% | +1,295 | New |
| DeDora Capital, Inc. | 1,296 | $615.1K | 0.17% | −18−1.4% | Reduced |
| E Fund Management Co., Ltd. | 1,305 | $619.3K | 0.03% | +1,305 | New |
| Checchi Capital Advisers, LLC | 1,316 | $624.6K | 0.05% | +15+1.2% | Added |
| Ronald Blue Trust, Inc. | 1,485 | $625.1K | 0.01% | +774+108.9% | Added |
| GWM Advisors LLC | 1,319 | $626.1K | 0.00% | +395+42.7% | Added |
| Charter Trust Co | 1,326 | $629.3K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,333 | $632.6K | 0.00% | +15+1.1% | Added |
| FineMark National Bank & Trust | 1,341 | $636.4K | 0.02% | +71+5.6% | Added |
| Aviso Financial Inc. | 1,369 | $649.7K | 0.03% | −879−39.1% | Reduced |
| Resurgent Financial Advisors LLC | 1,378 | $654.0K | 0.38% | −114−7.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,380 | $654.5K | 0.04% | +1,100+392.9% | Added |
| First Horizon Advisors, Inc. | 1,383 | $656.4K | 0.02% | +26+1.9% | Added |
| Golden State Equity Partners | 1,395 | $662.0K | 0.10% | +38+2.8% | Added |
| Argyle Capital Management Inc. | 1,400 | $664.4K | 0.26% | 00.0% | Unchanged |
| Smart Money Group LLC | 1,485 | $674.3K | 0.24% | +102+7.4% | Added |
| Dark Forest Capital Management LP | 1,422 | $674.9K | 0.09% | +504+54.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,429 | $678.2K | 0.02% | +1,074+302.5% | Added |
| Circle Wealth Management, LLC | 1,431 | $679.1K | 0.02% | −117−7.6% | Reduced |
| Verition Fund Management LLC | 1,436 | $681.5K | 0.00% | −724−33.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,446 | $686.3K | 0.04% | +125+9.5% | Added |
| Brave Asset Management Inc | 1,463 | $694.3K | 0.17% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 1,467 | $696.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,471 | $698.1K | 0.04% | +56+4.0% | Added |
| Quadrant Capital Group LLC | 1,475 | $700.0K | 0.05% | +13+0.9% | Added |
| Ashton Thomas Securities, LLC | 1,496 | $710.0K | 0.14% | +17+1.1% | Added |
| Pacific Global Investment Management CO | 1,499 | $711.4K | 0.13% | −6−0.4% | Reduced |
| Castle Rock Wealth Management, LLC | 1,547 | $712.2K | 0.17% | +2+0.1% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,502 | $712.8K | 0.02% | −2,528−62.7% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $714.3K | 0.24% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,505 | $714.3K | 0.02% | −132−8.1% | Reduced |
| Sienna Gestion | 1,514 | $716.8K | 0.05% | +1,514 | New |
| Evercore Wealth Management, LLC | 1,539 | $730.4K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,555 | $735.6K | 0.05% | −64−4.0% | Reduced |
| Dodge & Cox | 1,566 | $743.2K | 0.00% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 1,567 | $744.2K | 0.56% | +1,567 | New |
| Motco | 1,577 | $748.4K | 0.07% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,580 | $749.9K | 0.12% | −79−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,586 | $752.7K | 0.02% | −67−4.1% | Reduced |
| Balyasny Asset Management LLC | 1,597 | $757.9K | 0.00% | −353−18.1% | Reduced |
| Chronos Wealth Management, LLC | 1,604 | $761.2K | 0.40% | +673+72.3% | Added |
| Group One Trading, L.P. | 1,608 | $763.1K | 0.03% | +884+122.1% | Added |
| Brookstone Capital Management | 1,611 | $764.8K | 0.01% | +65+4.2% | Added |
| Azzad Asset Management Inc | 1,618 | $767.8K | 0.09% | −200−11.0% | Reduced |
| Summit Financial, LLC | 1,619 | $768.4K | 0.03% | +70+4.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,624 | $770.7K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,630 | $773.6K | 0.01% | −177−9.8% | Reduced |
| Summit Trail Advisors, LLC | 1,634 | $775.5K | 0.02% | +130+8.6% | Added |
| Ellevest, Inc. | 1,634 | $775.5K | 0.04% | −56−3.3% | Reduced |
| Cigna Investments Inc | 1,636 | $776.0K | 0.14% | −39−2.3% | Reduced |
| Farther Finance Advisors, LLC | 1,644 | $780.3K | 0.03% | +65+4.1% | Added |
| Westpac Banking Corp | 1,649 | $782.6K | 0.05% | +433+35.6% | Added |
| Argent Trust Co | 1,652 | $784.0K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 1,666 | $790.7K | 0.07% | −25−1.5% | Reduced |
| Patton Albertson Miller Group, LLC | 1,673 | $794.0K | 0.11% | +497+42.3% | Added |
| Friedenthal Financial | 1,686 | $800.2K | 0.47% | +1,686 | New |
| Patriot Investment Management Inc. | 1,689 | $801.6K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,694 | $804.0K | 0.10% | +1,154+213.7% | Added |