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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 9,024 | $4.28M | 0.09% | −3,328−26.9% | Reduced |
| Louisiana State Employees Retirement System | 8,800 | $4.18M | 0.08% | −100−1.1% | Reduced |
| Securian Asset Management, Inc | 8,714 | $4.14M | 0.12% | −302−3.3% | Reduced |
| Allianz SE | 8,590 | $4.08M | 0.11% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,546 | $4.06M | 0.28% | −64−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 8,505 | $4.04M | 0.05% | −246−2.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,375 | $3.97M | 0.19% | +1,517+22.1% | Added |
| Kerusso Capital Management LLC | 8,367 | $3.97M | 2.52% | +508+6.5% | Added |
| United Capital Financial Advisers, LLC | 8,309 | $3.94M | 0.03% | +8+0.1% | Added |
| Bretton Capital Management, LLC | 8,300 | $3.94M | 3.76% | +8,300 | New |
| Wetherby Asset Management Inc | 8,262 | $3.92M | 0.18% | +134+1.6% | Added |
| Sanctuary Advisors, LLC | 8,107 | $3.90M | 0.02% | +1,535+23.4% | Added |
| Allspring Global Investments Holdings, LLC | 8,154 | $3.87M | 0.01% | −4,827−37.2% | Reduced |
| Avanda Investment Management Pte. Ltd. | 8,082 | $3.84M | 0.75% | −9,486−54.0% | Reduced |
| Harbor Advisors LLC | 8,000 | $3.80M | 0.64% | 00.0% | Unchanged |
| Walleye Trading LLC | 7,978 | $3.79M | 0.09% | +6,623+488.8% | Added |
| ING Groep NV | 7,894 | $3.75M | 0.02% | −11,529−59.4% | Reduced |
| Citadel Investment Advisory, Inc. | 7,865 | $3.73M | 1.96% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,799 | $3.70M | 0.24% | +11+0.1% | Added |
| Atria Investments LLC | 7,786 | $3.69M | 0.05% | −68−0.9% | Reduced |
| Empowered Funds, LLC | 7,780 | $3.69M | 0.06% | +2,831+57.2% | Added |
| New Mexico Educational Retirement Board | 7,692 | $3.65M | 0.12% | −200−2.5% | Reduced |
| Yacktman Asset Management LP | 7,670 | $3.64M | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,609 | $3.62M | 0.04% | +1,163+18.0% | Added |
| Boston Trust Walden Corp | 7,525 | $3.57M | 0.02% | −50−0.7% | Reduced |
| Vanderbilt University | 7,443 | $3.53M | 0.65% | −700−8.6% | Reduced |
| First National Bank of Omaha | 7,432 | $3.53M | 0.23% | −651−8.1% | Reduced |
| Dorsey Wright & Associates | 7,368 | $3.50M | 0.83% | +43+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 7,364 | $3.49M | 0.04% | +8+0.1% | Added |
| Slow Capital, Inc. | 7,280 | $3.45M | 0.53% | +100+1.4% | Added |
| Motley Fool Asset Management LLC | 7,328 | $3.45M | 0.20% | +233+3.3% | Added |
| Wealthcare Advisory Partners LLC | 7,214 | $3.42M | 0.10% | −44−0.6% | Reduced |
| Vinva Investment Management Ltd | 7,221 | $3.42M | 0.15% | +573+8.6% | Added |
| TrimTabs Asset Management, LLC | 7,136 | $3.39M | 0.79% | +7,136 | New |
| Connable Office Inc | 7,129 | $3.38M | 0.34% | −1,156−14.0% | Reduced |
| Chicago Partners Investment Group LLC | 7,199 | $3.38M | 0.12% | −1,514−17.4% | Reduced |
| Bell Asset Management Ltd | 7,055 | $3.35M | 0.61% | −7,772−52.4% | Reduced |
| Kingfisher Capital LLC | 6,943 | $3.30M | 0.75% | −415−5.6% | Reduced |
| Kestra Private Wealth Services, LLC | 6,943 | $3.30M | 0.06% | −215−3.0% | Reduced |
| Rathbone Brothers plc | 6,939 | $3.29M | 0.02% | +144+2.1% | Added |
| Syntegra Private Wealth Group, LLC | 6,908 | $3.28M | 0.38% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,819 | $3.24M | 0.01% | −20.0% | Reduced |
| Crewe Advisors LLC | 6,818 | $3.24M | 0.38% | +12+0.2% | Added |
| Change Path, LLC | 6,773 | $3.21M | 0.11% | +620+10.1% | Added |
| First National Advisers, LLC | 6,754 | $3.21M | 0.51% | +387+6.1% | Added |
| Johnson Investment Counsel Inc | 6,729 | $3.19M | 0.03% | +5,511+452.5% | Added |
| Greenleaf Trust | 6,714 | $3.19M | 0.03% | +29+0.4% | Added |
| Crawford Investment Counsel Inc | 6,620 | $3.14M | 0.05% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,549 | $3.11M | 0.01% | +327+5.3% | Added |
| Commerce Bank | 6,531 | $3.10M | 0.02% | −146−2.2% | 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 |
| Van Den Berg Management I, Inc | 6,476 | $3.07M | 0.89% | −850−11.6% | Reduced |
| Norinchukin Bank, The | 6,455 | $3.06M | 0.07% | +893+16.1% | Added |
| E. Ohman J:or Asset Management AB | 6,450 | $3.06M | 0.08% | −500−7.2% | Reduced |
| Bellwether Advisors, LLC | 6,374 | $3.02M | 0.58% | +6,374 | New |
| SkyView Investment Advisors, LLC | 6,298 | $2.99M | 0.50% | +204+3.3% | Added |
| NEOS Investment Management LLC | 6,287 | $2.98M | 0.09% | +1,212+23.9% | Added |
| Sterling Capital Management LLC | 6,275 | $2.98M | 0.04% | +6,275 | New |
| Huntington National Bank | 6,269 | $2.98M | 0.02% | +597+10.5% | Added |
| NewEdge Wealth, LLC | 6,246 | $2.96M | 0.05% | +461+8.0% | Added |
| Siemens Fonds Invest GmbH | 6,225 | $2.95M | 0.23% | −112−1.8% | Reduced |
| Keebeck Wealth Management, LLC | 6,063 | $2.88M | 0.42% | −111−1.8% | Reduced |
| Headlands Technologies LLC | 6,046 | $2.87M | 0.33% | +6,046 | New |
| Whittier Trust Co of Nevada Inc | 6,034 | $2.86M | 0.07% | +65+1.1% | Added |
| Trust Co of Toledo NA | 6,030 | $2.86M | 0.39% | −720−10.7% | Reduced |
| Miura Global Management, LLC | 6,000 | $2.85M | 3.27% | −600−9.1% | Reduced |
| Atria Wealth Solutions, Inc. | 5,928 | $2.81M | 0.03% | −178−2.9% | Reduced |
| Applied Capital LLC | 5,928 | $2.81M | 2.19% | −56−0.9% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.80M | 1.78% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,884 | $2.79M | 0.29% | +5,884 | New |
| Fairbanks Capital Management, Inc. | 5,833 | $2.77M | 1.74% | +299+5.4% | Added |
| Round Hill Asset Management | 5,829 | $2.77M | 1.83% | −17,403−74.9% | Reduced |
| Regions Financial Corp | 5,822 | $2.76M | 0.02% | −209−3.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,818 | $2.76M | 0.10% | +3,734+179.2% | Added |
| Picton Mahoney Asset Management | 5,810 | $2.76M | 0.11% | −26,889−82.2% | Reduced |
| Qsemble Capital Management, LP | 5,785 | $2.75M | 0.51% | +5,283+1,052.4% | Added |
| CenterBook Partners LP | 5,767 | $2.74M | 0.17% | −58−1.0% | Reduced |
| Raymond James Trust N.A. | 5,728 | $2.72M | 0.06% | +2,953+106.4% | Added |
| Jones Financial Companies LLLP | 5,724 | $2.71M | 0.00% | +2,021+54.6% | Added |
| Omers Administration Corp | 5,701 | $2.71M | 0.02% | 00.0% | Unchanged |
| Saturna Capital CORP | 5,689 | $2.70M | 0.04% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 5,642 | $2.68M | 0.54% | +343+6.5% | Added |
| MCF Advisors LLC | 5,621 | $2.67M | 0.19% | +5+0.1% | Added |
| Ostrum Asset Management | 5,610 | $2.66M | 0.22% | −792−12.4% | Reduced |
| LMCG Investments, LLC | 5,576 | $2.65M | 0.16% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,476 | $2.60M | 0.01% | −1,723−23.9% | Reduced |
| Transcend Wealth Collective, LLC | 5,474 | $2.60M | 0.17% | +10.0% | Added |
| Investment Management Corp of Ontario | 5,459 | $2.59M | 0.06% | +1,700+45.2% | Added |
| Empirical Finance, LLC | 5,456 | $2.59M | 0.15% | +119+2.2% | Added |
| Quest Partners LLC | 5,442 | $2.58M | 0.23% | +5,442 | New |
| Walleye Capital LLC | 5,421 | $2.57M | 0.03% | −35,749−86.8% | Reduced |
| Sterling Investment Management, Inc. | 5,404 | $2.56M | 1.95% | −317−5.5% | Reduced |
| Bryn Mawr Trust Co | 5,399 | $2.56M | 0.05% | +1,222+29.3% | Added |
| Tower Research Capital LLC (TRC) | 5,275 | $2.50M | 0.07% | −170−3.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,263 | $2.50M | 0.09% | +31+0.6% | Added |
| Arete Wealth Advisors, LLC | 5,265 | $2.50M | 0.21% | +39+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,229 | $2.48M | 0.01% | −4,427−45.8% | Reduced |
| Ninety One SA (PTY) Ltd | 5,167 | $2.45M | 0.54% | −2,823−35.3% | Reduced |
| Edgestream Partners, L.P. | 5,159 | $2.45M | 0.11% | +4,638+890.2% | Added |