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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 4,964 | $2.36M | 0.05% | −33−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 5,027 | $2.37M | 0.02% | +1,054+26.5% | Added |
| Diversified Trust Co | 5,004 | $2.37M | 0.06% | +25+0.5% | Added |
| Vident Advisory, LLC | 5,033 | $2.39M | 0.06% | −3,046−37.7% | Reduced |
| Value Partners Investments Inc. | 5,038 | $2.40M | 0.19% | +307+6.5% | Added |
| Naples Global Advisors, LLC | 5,050 | $2.40M | 0.22% | +8+0.2% | Added |
| Exchange Capital Management, Inc. | 5,055 | $2.40M | 0.38% | −289−5.4% | Reduced |
| Banque Cantonale Vaudoise | 5,126 | $2.43M | 0.10% | −2,915−36.3% | Reduced |
| Edgestream Partners, L.P. | 5,159 | $2.45M | 0.11% | +4,638+890.2% | Added |
| Ninety One SA (PTY) Ltd | 5,167 | $2.45M | 0.54% | −2,823−35.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,229 | $2.48M | 0.01% | −4,427−45.8% | Reduced |
| Arete Wealth Advisors, LLC | 5,265 | $2.50M | 0.21% | +39+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 5,263 | $2.50M | 0.09% | +31+0.6% | Added |
| Tower Research Capital LLC (TRC) | 5,275 | $2.50M | 0.07% | −170−3.1% | Reduced |
| Bryn Mawr Trust Co | 5,399 | $2.56M | 0.05% | +1,222+29.3% | Added |
| Sterling Investment Management, Inc. | 5,404 | $2.56M | 1.95% | −317−5.5% | Reduced |
| Walleye Capital LLC | 5,421 | $2.57M | 0.03% | −35,749−86.8% | Reduced |
| Quest Partners LLC | 5,442 | $2.58M | 0.23% | +5,442 | New |
| Empirical Finance, LLC | 5,456 | $2.59M | 0.15% | +119+2.2% | Added |
| Investment Management Corp of Ontario | 5,459 | $2.59M | 0.06% | +1,700+45.2% | Added |
| Transcend Wealth Collective, LLC | 5,474 | $2.60M | 0.17% | +10.0% | Added |
| Captrust Financial Advisors | 5,476 | $2.60M | 0.01% | −1,723−23.9% | Reduced |
| LMCG Investments, LLC | 5,576 | $2.65M | 0.16% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,610 | $2.66M | 0.22% | −792−12.4% | Reduced |
| MCF Advisors LLC | 5,621 | $2.67M | 0.19% | +5+0.1% | Added |
| Fortis Capital Management LLC | 5,642 | $2.68M | 0.54% | +343+6.5% | Added |
| Saturna Capital CORP | 5,689 | $2.70M | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 5,701 | $2.71M | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,724 | $2.71M | 0.00% | +2,021+54.6% | Added |
| Raymond James Trust N.A. | 5,728 | $2.72M | 0.06% | +2,953+106.4% | Added |
| CenterBook Partners LP | 5,767 | $2.74M | 0.17% | −58−1.0% | Reduced |
| Qsemble Capital Management, LP | 5,785 | $2.75M | 0.51% | +5,283+1,052.4% | Added |
| Picton Mahoney Asset Management | 5,810 | $2.76M | 0.11% | −26,889−82.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,818 | $2.76M | 0.10% | +3,734+179.2% | Added |
| Regions Financial Corp | 5,822 | $2.76M | 0.02% | −209−3.5% | Reduced |
| Round Hill Asset Management | 5,829 | $2.77M | 1.83% | −17,403−74.9% | Reduced |
| Fairbanks Capital Management, Inc. | 5,833 | $2.77M | 1.74% | +299+5.4% | Added |
| Entropy Technologies, LP | 5,884 | $2.79M | 0.29% | +5,884 | New |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.80M | 1.78% | 00.0% | Unchanged |
| Applied Capital LLC | 5,928 | $2.81M | 2.19% | −56−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 5,928 | $2.81M | 0.03% | −178−2.9% | Reduced |
| Miura Global Management, LLC | 6,000 | $2.85M | 3.27% | −600−9.1% | Reduced |
| Trust Co of Toledo NA | 6,030 | $2.86M | 0.39% | −720−10.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,034 | $2.86M | 0.07% | +65+1.1% | Added |
| Headlands Technologies LLC | 6,046 | $2.87M | 0.33% | +6,046 | New |
| Keebeck Wealth Management, LLC | 6,063 | $2.88M | 0.42% | −111−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 6,225 | $2.95M | 0.23% | −112−1.8% | Reduced |
| NewEdge Wealth, LLC | 6,246 | $2.96M | 0.05% | +461+8.0% | Added |
| Huntington National Bank | 6,269 | $2.98M | 0.02% | +597+10.5% | Added |
| Sterling Capital Management LLC | 6,275 | $2.98M | 0.04% | +6,275 | New |
| NEOS Investment Management LLC | 6,287 | $2.98M | 0.09% | +1,212+23.9% | Added |
| SkyView Investment Advisors, LLC | 6,298 | $2.99M | 0.50% | +204+3.3% | Added |
| Bellwether Advisors, LLC | 6,374 | $3.02M | 0.58% | +6,374 | New |
| E. Ohman J:or Asset Management AB | 6,450 | $3.06M | 0.08% | −500−7.2% | Reduced |
| Norinchukin Bank, The | 6,455 | $3.06M | 0.07% | +893+16.1% | Added |
| Van Den Berg Management I, Inc | 6,476 | $3.07M | 0.89% | −850−11.6% | Reduced |
| Brinker Capital Investments, LLC | 6,504 | $3.09M | 0.03% | +45+0.7% | Added |
| Orion Portfolio Solutions, LLC | 6,504 | $3.09M | 0.03% | +45+0.7% | Added |
| Commerce Bank | 6,531 | $3.10M | 0.02% | −146−2.2% | Reduced |
| Tiaa Trust, National Association | 6,549 | $3.11M | 0.01% | +327+5.3% | Added |
| Crawford Investment Counsel Inc | 6,620 | $3.14M | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 6,714 | $3.19M | 0.03% | +29+0.4% | Added |
| Johnson Investment Counsel Inc | 6,729 | $3.19M | 0.03% | +5,511+452.5% | Added |
| First National Advisers, LLC | 6,754 | $3.21M | 0.51% | +387+6.1% | Added |
| Change Path, LLC | 6,773 | $3.21M | 0.11% | +620+10.1% | Added |
| Crewe Advisors LLC | 6,818 | $3.24M | 0.38% | +12+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,819 | $3.24M | 0.01% | −20.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,908 | $3.28M | 0.38% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,939 | $3.29M | 0.02% | +144+2.1% | Added |
| Kestra Private Wealth Services, LLC | 6,943 | $3.30M | 0.06% | −215−3.0% | Reduced |
| Kingfisher Capital LLC | 6,943 | $3.30M | 0.75% | −415−5.6% | Reduced |
| Bell Asset Management Ltd | 7,055 | $3.35M | 0.61% | −7,772−52.4% | Reduced |
| Chicago Partners Investment Group LLC | 7,199 | $3.38M | 0.12% | −1,514−17.4% | Reduced |
| Connable Office Inc | 7,129 | $3.38M | 0.34% | −1,156−14.0% | Reduced |
| TrimTabs Asset Management, LLC | 7,136 | $3.39M | 0.79% | +7,136 | New |
| Vinva Investment Management Ltd | 7,221 | $3.42M | 0.15% | +573+8.6% | Added |
| Wealthcare Advisory Partners LLC | 7,214 | $3.42M | 0.10% | −44−0.6% | Reduced |
| Motley Fool Asset Management LLC | 7,328 | $3.45M | 0.20% | +233+3.3% | Added |
| Slow Capital, Inc. | 7,280 | $3.45M | 0.53% | +100+1.4% | Added |
| Williams Jones Wealth Management, LLC. | 7,364 | $3.49M | 0.04% | +8+0.1% | Added |
| Dorsey Wright & Associates | 7,368 | $3.50M | 0.83% | +43+0.6% | Added |
| First National Bank of Omaha | 7,432 | $3.53M | 0.23% | −651−8.1% | Reduced |
| Vanderbilt University | 7,443 | $3.53M | 0.65% | −700−8.6% | Reduced |
| Boston Trust Walden Corp | 7,525 | $3.57M | 0.02% | −50−0.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,609 | $3.62M | 0.04% | +1,163+18.0% | Added |
| Yacktman Asset Management LP | 7,670 | $3.64M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,692 | $3.65M | 0.12% | −200−2.5% | Reduced |
| Empowered Funds, LLC | 7,780 | $3.69M | 0.06% | +2,831+57.2% | Added |
| Atria Investments LLC | 7,786 | $3.69M | 0.05% | −68−0.9% | Reduced |
| Rehmann Capital Advisory Group | 7,799 | $3.70M | 0.24% | +11+0.1% | Added |
| Citadel Investment Advisory, Inc. | 7,865 | $3.73M | 1.96% | 00.0% | Unchanged |
| ING Groep NV | 7,894 | $3.75M | 0.02% | −11,529−59.4% | Reduced |
| Walleye Trading LLC | 7,978 | $3.79M | 0.09% | +6,623+488.8% | Added |
| Harbor Advisors LLC | 8,000 | $3.80M | 0.64% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 8,082 | $3.84M | 0.75% | −9,486−54.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,154 | $3.87M | 0.01% | −4,827−37.2% | Reduced |
| Sanctuary Advisors, LLC | 8,107 | $3.90M | 0.02% | +1,535+23.4% | Added |
| Wetherby Asset Management Inc | 8,262 | $3.92M | 0.18% | +134+1.6% | Added |
| Bretton Capital Management, LLC | 8,300 | $3.94M | 3.76% | +8,300 | New |
| United Capital Financial Advisers, LLC | 8,309 | $3.94M | 0.03% | +8+0.1% | Added |