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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 1,676 | $804.0K | 0.08% | +746+80.2% | Added |
| Cornerstone Planning Group LLC | 1,751 | $806.5K | 0.21% | +3+0.2% | Added |
| Proequities, Inc. | 1,710 | $811.5K | 0.05% | −180−9.5% | Reduced |
| Blueshift Asset Management, LLC | 1,717 | $814.9K | 0.20% | +1,717 | New |
| Walter & Keenan Financial Consulting Co | 1,725 | $818.7K | 0.25% | +1+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,725 | $818.7K | 0.07% | +36+2.1% | Added |
| IFP Advisors, Inc | 1,737 | $825.3K | 0.03% | +22+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,744 | $827.2K | 0.02% | +1,744 | New |
| High Net Worth Advisory Group LLC | 1,744 | $827.7K | 0.23% | 00.0% | Unchanged |
| OLIO Financial Planning | 2,124 | $829.8K | 0.35% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,750 | $830.5K | 0.06% | −28−1.6% | Reduced |
| Threadgill Financial, LLC | 1,758 | $834.3K | 0.50% | +192+12.3% | Added |
| Valeo Financial Advisors, LLC | 1,764 | $837.2K | 0.02% | +8+0.5% | Added |
| NorthRock Partners, LLC | 1,788 | $848.6K | 0.03% | +65+3.8% | Added |
| Institute for Wealth Management, LLC. | 1,792 | $850.5K | 0.11% | −44−2.4% | Reduced |
| Personal Cfo Solutions, LLC | 1,799 | $853.6K | 0.12% | 00.0% | Unchanged |
| Benin Management CORP | 1,800 | $854.3K | 0.24% | −3−0.2% | Reduced |
| Lido Advisors, LLC | 1,812 | $860.1K | 0.01% | +233+14.8% | Added |
| Trust Asset Management LLC | 1,820 | $863.8K | 0.07% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,831 | $869.0K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 1,840 | $873.2K | 0.05% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,845 | $875.6K | 0.09% | +39+2.2% | Added |
| Whittier Trust Co | 1,853 | $879.4K | 0.01% | −4−0.2% | Reduced |
| Fishman Jay A Ltd | 1,875 | $889.9K | 0.09% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,896 | $899.8K | 0.00% | +1,410+290.1% | Added |
| Choate Investment Advisors | 1,897 | $900.3K | 0.02% | +70+3.8% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 1,925 | $913.6K | 3.48% | −3,255−62.8% | Reduced |
| Smartleaf Asset Management LLC | 1,935 | $916.6K | 0.11% | +511+35.9% | Added |
| Ritholtz Wealth Management | 1,933 | $917.2K | 0.03% | +74+4.0% | Added |
| Riversedge Advisors, LLC | 1,934 | $917.9K | 0.21% | +8+0.4% | Added |
| Landscape Capital Management, L.L.C. | 1,938 | $919.8K | 0.09% | −948−32.8% | Reduced |
| VisionPoint Advisory Group, LLC | 1,947 | $924.0K | 0.31% | +480+32.7% | Added |
| Spirepoint Private Client, LLC | 1,947 | $924.1K | 0.12% | −1−0.1% | Reduced |
| Verdence Capital Advisors LLC | 1,994 | $946.2K | 0.08% | −58−2.8% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $949.0K | 0.38% | 00.0% | Unchanged |
| Sentry LLC | 2,042 | $969.1K | 0.19% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2,046 | $971.0K | 0.24% | +11+0.5% | Added |
| Merit Financial Group, LLC | 2,053 | $974.2K | 0.02% | −1,307−38.9% | Reduced |
| Wedmont Private Capital | 2,137 | $977.7K | 0.06% | +81+3.9% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $982.4K | 0.18% | 00.0% | Unchanged |
| Assetmark, Inc | 2,072 | $983.3K | 0.00% | +138+7.1% | Added |
| Kerrisdale Advisers, LLC | 2,077 | $985.7K | 0.34% | −6,716−76.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,134 | $996.4K | 0.01% | −9−0.4% | Reduced |
| Simplex Trading, LLC | 2,121 | $1.01M | 0.03% | +2,121 | New |
| Harbert Fund Advisors, Inc. | 2,150 | $1.02M | 0.82% | −350−14.0% | Reduced |
| Venturi Wealth Management, LLC | 2,168 | $1.03M | 0.05% | +665+44.2% | Added |
| Maple Capital Management, Inc. | 2,182 | $1.04M | 0.08% | −23−1.0% | Reduced |
| Roberts Capital Advisors, LLC | 2,183 | $1.04M | 0.89% | 00.0% | Unchanged |
| MAI Capital Management | 2,221 | $1.05M | 0.01% | −526−19.1% | Reduced |
| SRN Advisors, LLC | 2,223 | $1.06M | 0.93% | −95−4.1% | Reduced |
| Two Sigma Securities, LLC | 2,247 | $1.07M | 0.08% | +299+15.3% | Added |
| Encompass Wealth Advisors, LLC | 2,250 | $1.07M | 0.27% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,255 | $1.07M | 0.28% | −100−4.2% | Reduced |
| Chiron Investment Management, LLC | 2,265 | $1.07M | 0.38% | +2,265 | New |
| LVW Advisors, LLC | 2,268 | $1.08M | 0.14% | +308+15.7% | Added |
| AlTi Global, Inc. | 2,276 | $1.08M | 0.03% | −481−17.4% | Reduced |
| Lake Street Advisors Group, LLC | 2,284 | $1.08M | 0.05% | −163−6.7% | Reduced |
| Heritage Family Offices, LLP | 2,298 | $1.09M | 0.56% | −10.0% | Reduced |
| TownSquare Capital, LLC | 2,318 | $1.10M | 0.01% | +712+44.3% | Added |
| Fox Run Management, L.L.C. | 2,335 | $1.11M | 0.25% | +2,335 | New |
| Redmond Asset Management, LLC | 2,368 | $1.12M | 0.35% | −473−16.6% | Reduced |
| Principal Securities, Inc. | 2,384 | $1.13M | 0.03% | −519−17.9% | Reduced |
| Oppenheimer & Co Inc | 2,391 | $1.13M | 0.02% | +4+0.2% | Added |
| Umb Bank N A | 2,395 | $1.14M | 0.02% | −260−9.8% | Reduced |
| Ballast Advisors LLC | 2,409 | $1.14M | 0.35% | +9+0.4% | Added |
| DoubleLine ETF Adviser LP | 2,422 | $1.15M | 0.28% | −176−6.8% | Reduced |
| Scientech Research LLC | 2,432 | $1.15M | 0.23% | +2,432 | New |
| Horizon Investments, LLC | 2,439 | $1.16M | 0.03% | −72−2.9% | Reduced |
| Asset Management Group, Inc. | 2,445 | $1.16M | 0.20% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,454 | $1.16M | 0.02% | +29+1.2% | Added |
| Adviser Investments LLC | 2,463 | $1.17M | 0.01% | +30+1.2% | Added |
| Profund Advisors LLC | 2,484 | $1.18M | 0.04% | +124+5.3% | Added |
| Capital Analysts, LLC | 2,484 | $1.18M | 0.05% | −50−2.0% | Reduced |
| First Hawaiian Bank | 2,504 | $1.19M | 0.04% | −9−0.4% | Reduced |
| Bahl & Gaynor Inc | 2,527 | $1.20M | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,542 | $1.20M | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,555 | $1.21M | 0.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,555 | $1.21M | 0.01% | +37+1.5% | Added |
| Accretive Wealth Partners, LLC | 2,563 | $1.22M | 0.51% | −28−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 2,565 | $1.22M | 0.01% | −128−4.8% | Reduced |
| Key Financial Inc | 2,566 | $1.22M | 0.27% | −166−6.1% | Reduced |
| Pinnacle Financial Partners Inc | 2,602 | $1.23M | 0.02% | −647−19.9% | Reduced |
| GeoWealth Management, LLC | 2,615 | $1.24M | 0.04% | +50+1.9% | Added |
| Centiva Capital, LP | 2,643 | $1.25M | 0.06% | −3,129−54.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,673 | $1.27M | 0.05% | −67−2.4% | Reduced |
| Epoch Investment Partners, Inc. | 2,673 | $1.27M | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 2,677 | $1.27M | 0.34% | −366−12.0% | Reduced |
| Great Lakes Retirement, Inc. | 2,733 | $1.30M | 0.17% | +84+3.2% | Added |
| Evermay Wealth Management LLC | 2,742 | $1.30M | 0.21% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,757 | $1.31M | 0.18% | +361+15.1% | Added |
| Okabena Investment Services Inc | 2,767 | $1.31M | 0.37% | +23+0.8% | Added |
| Avitas Wealth Management LLC | 2,781 | $1.32M | 0.19% | +47+1.7% | Added |
| Rockline Wealth Management, LLC | 2,802 | $1.33M | 0.38% | +226+8.8% | Added |
| Advisory Services Network, LLC | 3,185 | $1.34M | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,880 | $1.37M | 0.01% | +248+9.4% | Added |
| Waldron Private Wealth LLC | 2,881 | $1.37M | 0.06% | +15+0.5% | Added |
| Sepio Capital, LP | 2,884 | $1.37M | 0.11% | +2+0.1% | Added |
| Coldstream Capital Management Inc | 2,894 | $1.38M | 0.03% | +324+12.6% | Added |
| Brevan Howard Capital Management LP | 2,904 | $1.38M | 0.07% | +2,904 | New |
| Monte Financial Group, LLC | 2,928 | $1.39M | 0.58% | 00.0% | Unchanged |