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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 2,933 | $1.39M | 0.04% | +2,617+828.2% | Added |
| HB Wealth Management, LLC | 2,964 | $1.41M | 0.02% | +140+5.0% | Added |
| Evergreen Capital Management LLC | 2,974 | $1.41M | 0.05% | +1,134+61.6% | Added |
| Mystic Asset Management, Inc. | 3,000 | $1.42M | 0.54% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,000 | $1.42M | 0.05% | +475+18.8% | Added |
| Lineweaver Wealth Advisors, LLC | 3,007 | $1.43M | 0.27% | +7+0.2% | Added |
| Westbourne Investment Advisors, Inc. | 3,011 | $1.43M | 0.50% | −100−3.2% | Reduced |
| Central Trust Co | 3,017 | $1.43M | 0.03% | +953+46.2% | Added |
| CWA Asset Management Group, LLC | 3,021 | $1.43M | 0.08% | +3,021 | New |
| ISAM Funds (UK) Ltd | 3,042 | $1.44M | 0.82% | +1,679+123.2% | Added |
| Avantax Advisory Services, Inc. | 3,052 | $1.45M | 0.01% | +380+14.2% | Added |
| Anchor Investment Management, LLC | 3,052 | $1.45M | 0.14% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,052 | $1.45M | 0.01% | +674+28.3% | Added |
| Empirical Asset Management, LLC | 3,053 | $1.45M | 0.52% | +648+26.9% | Added |
| Donoghue Forlines LLC | 3,082 | $1.46M | 0.42% | +3,082 | New |
| Ironwood Investment Counsel, LLC | 3,104 | $1.47M | 0.25% | 00.0% | Unchanged |
| CWM, LLC | 3,108 | $1.48M | 0.01% | −90−2.8% | Reduced |
| Equitable Trust Co | 3,113 | $1.48M | 0.09% | −127−3.9% | Reduced |
| Hills Bank & Trust Co | 3,113 | $1.48M | 0.11% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,124 | $1.48M | 0.02% | +3,053+4,300.0% | Added |
| V-Square Quantitative Management LLC | 3,130 | $1.49M | 0.22% | +95+3.1% | Added |
| Park Avenue Securities LLC | 3,134 | $1.49M | 0.02% | +130+4.3% | Added |
| Global Endowment Management, LP | 3,148 | $1.49M | 0.15% | −579−15.5% | Reduced |
| Bridges Investment Management Inc | 3,165 | $1.50M | 0.02% | −70−2.2% | Reduced |
| HM Payson & Co | 3,183 | $1.51M | 0.03% | +10.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,688 | $1.51M | 0.01% | −175−6.1% | Reduced |
| Cinctive Capital Management LP | 3,207 | $1.52M | 0.09% | +3,207 | New |
| International Assets Investment Management, LLC | 724,699 | $1.53M | 0.01% | +723,721+74,000.1% | Added |
| Sequoia Financial Advisors, LLC | 3,227 | $1.53M | 0.02% | −412−11.3% | Reduced |
| Vestcor Inc | 3,245 | $1.54M | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 3,325 | $1.58M | 0.18% | +8+0.2% | Added |
| Hantz Financial Services, Inc. | 3,333 | $1.58M | 0.03% | +133+4.2% | Added |
| Clark Capital Management Group, Inc. | 3,335 | $1.58M | 0.01% | +6+0.2% | Added |
| SRS Capital Advisors, Inc. | 3,358 | $1.59M | 0.14% | −63−1.8% | Reduced |
| Shilanski & Associates, Inc. | 3,392 | $1.61M | 0.52% | +141+4.3% | Added |
| Bollard Group LLC | 3,394 | $1.61M | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,470 | $1.64M | 0.02% | +513+17.3% | Added |
| Citizens Financial Group Inc | 3,480 | $1.65M | 0.03% | −372−9.7% | Reduced |
| Bleakley Financial Group, LLC | 3,482 | $1.65M | 0.05% | +93+2.7% | Added |
| Brown Brothers Harriman & Co | 3,487 | $1.65M | 0.01% | +1,722+97.6% | Added |
| National Asset Management, Inc. | 3,551 | $1.68M | 0.05% | +7+0.2% | Added |
| Private Advisor Group, LLC | 3,535 | $1.68M | 0.01% | +98+2.9% | Added |
| Knollwood Investment Advisory, LLC | 3,561 | $1.69M | 0.18% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 3,562 | $1.69M | 0.25% | +3,562 | New |
| Long Road Investment Counsel, LLC | 3,679 | $1.75M | 0.70% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,688 | $1.75M | 0.23% | +661+21.8% | Added |
| Leonteq Securities AG | 3,694 | $1.75M | 0.21% | +2,433+192.9% | Added |
| HighPoint Advisor Group LLC | 3,845 | $1.75M | 0.10% | +17+0.4% | Added |
| Ferguson Wellman Capital Management, Inc | 3,713 | $1.76M | 0.03% | −315−7.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.77M | 0.58% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,732 | $1.77M | 0.01% | +758+25.5% | Added |
| Clearstead Advisors, LLC | 3,768 | $1.79M | 0.03% | +27+0.7% | Added |
| Bokf, NA | 3,827 | $1.79M | 0.03% | −56−1.4% | Reduced |
| PGGM Investments | 3,772 | $1.79M | 0.02% | +3,272+654.4% | Added |
| Capstone Investment Advisors, LLC | 3,776 | $1.79M | 0.03% | +886+30.7% | Added |
| Marshall Financial Group LLC | 3,779 | $1.79M | 0.43% | +14+0.4% | Added |
| Jump Financial, LLC | 3,793 | $1.80M | 0.04% | −156−4.0% | Reduced |
| Tudor Investment Corp Et Al | 3,806 | $1.81M | 0.02% | +3,068+415.7% | Added |
| Lecap Asset Management Ltd | 3,827 | $1.82M | 0.39% | +3,827 | New |
| Meeder Advisory Services, Inc. | 3,855 | $1.83M | 0.12% | −49−1.3% | Reduced |
| Angeles Wealth Management, LLC | 3,891 | $1.85M | 0.16% | +20+0.5% | Added |
| Kornitzer Capital Management Inc | 3,895 | $1.85M | 0.03% | −1,500−27.8% | Reduced |
| Legato Capital Management LLC | 3,899 | $1.85M | 0.23% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,929 | $1.86M | 1.08% | −490−11.1% | Reduced |
| Wolverine Trading, LLC | 3,947 | $1.87M | 0.05% | +2,375+151.1% | Added |
| Texas Yale Capital Corp. | 3,943 | $1.87M | 0.08% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,945 | $1.87M | 0.20% | +3,945 | New |
| Van Strum & Towne Inc. | 4,000 | $1.90M | 0.66% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 4,084 | $1.94M | 0.04% | +481+13.3% | Added |
| Olstein Capital Management, L.P. | 4,100 | $1.95M | 0.33% | −2,400−36.9% | Reduced |
| Essex Savings Bank | 4,119 | $1.95M | 0.49% | −10.0% | Reduced |
| Rodgers Brothers Inc. | 4,187 | $1.99M | 0.25% | +3+0.1% | Added |
| General Partner, Inc. | 4,195 | $1.99M | 1.24% | −850−16.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,244 | $2.01M | 0.08% | −85−2.0% | Reduced |
| Davenport & Co LLC | 4,265 | $2.02M | 0.01% | +92+2.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,269 | $2.03M | 0.12% | +4,269 | New |
| Parallel Advisors, LLC | 4,295 | $2.04M | 0.05% | +82+1.9% | Added |
| Frank, Rimerman Advisors LLC | 4,299 | $2.04M | 0.14% | +35+0.8% | Added |
| IMS Capital Management | 4,308 | $2.04M | 0.92% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 4,326 | $2.05M | 0.01% | +4,326 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,410 | $2.09M | 0.04% | +4,410 | New |
| Signaturefd, LLC | 4,424 | $2.10M | 0.04% | +320+7.8% | Added |
| Apollon Wealth Management, LLC | 4,438 | $2.11M | 0.06% | −274−5.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,444 | $2.11M | 1.16% | 00.0% | Unchanged |
| GTS Securities LLC | 4,449 | $2.11M | 0.04% | −2,125−32.3% | Reduced |
| Baader Bank INC | 4,464 | $2.12M | 0.18% | +763+20.6% | Added |
| Everence Capital Management Inc | 4,475 | $2.12M | 0.13% | 00.0% | Unchanged |
| Milestones Administradora de Recursos Ltda. | 4,480 | $2.13M | 0.85% | +1,980+79.2% | Added |
| Atom Investors LP | 4,544 | $2.16M | 0.23% | −5,633−55.4% | Reduced |
| Unigestion Holding SA | 4,594 | $2.18M | 0.11% | +3,229+236.6% | Added |
| Rossmore Private Capital | 4,600 | $2.18M | 0.27% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,632 | $2.20M | 0.00% | +151+3.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,637 | $2.20M | 0.15% | −428−8.5% | Reduced |
| Blue Edge Capital, LLC | 4,685 | $2.22M | 0.35% | +12+0.3% | Added |
| SpiderRock Advisors, LLC | 4,718 | $2.24M | 0.05% | +2,125+82.0% | Added |
| Linden Thomas Advisory Services, LLC | 4,783 | $2.27M | 0.31% | +690+16.9% | Added |
| Veriti Management LLC | 4,799 | $2.28M | 0.12% | +827+20.8% | Added |
| Blue Fin Capital, Inc. | 4,837 | $2.30M | 0.44% | −9−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,903 | $2.33M | 0.00% | +397+8.8% | Added |
| Machina Capital S.A.S. | 4,915 | $2.33M | 0.93% | +4,915 | New |