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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 5,126 | $2.43M | 0.10% | −2,915−36.3% | Reduced |
| Exchange Capital Management, Inc. | 5,055 | $2.40M | 0.38% | −289−5.4% | Reduced |
| Naples Global Advisors, LLC | 5,050 | $2.40M | 0.22% | +8+0.2% | Added |
| Value Partners Investments Inc. | 5,038 | $2.40M | 0.19% | +307+6.5% | Added |
| Vident Advisory, LLC | 5,033 | $2.39M | 0.06% | −3,046−37.7% | Reduced |
| Diversified Trust Co | 5,004 | $2.37M | 0.06% | +25+0.5% | Added |
| TD Waterhouse Canada Inc. | 5,027 | $2.37M | 0.02% | +1,054+26.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,964 | $2.36M | 0.05% | −33−0.7% | Reduced |
| Machina Capital S.A.S. | 4,915 | $2.33M | 0.93% | +4,915 | New |
| Northwestern Mutual Wealth Management Co | 4,903 | $2.33M | 0.00% | +397+8.8% | Added |
| Blue Fin Capital, Inc. | 4,837 | $2.30M | 0.44% | −9−0.2% | Reduced |
| Veriti Management LLC | 4,799 | $2.28M | 0.12% | +827+20.8% | Added |
| Linden Thomas Advisory Services, LLC | 4,783 | $2.27M | 0.31% | +690+16.9% | Added |
| SpiderRock Advisors, LLC | 4,718 | $2.24M | 0.05% | +2,125+82.0% | Added |
| Blue Edge Capital, LLC | 4,685 | $2.22M | 0.35% | +12+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,637 | $2.20M | 0.15% | −428−8.5% | Reduced |
| Bessemer Group Inc | 4,632 | $2.20M | 0.00% | +151+3.4% | Added |
| Rossmore Private Capital | 4,600 | $2.18M | 0.27% | 00.0% | Unchanged |
| Unigestion Holding SA | 4,594 | $2.18M | 0.11% | +3,229+236.6% | Added |
| Atom Investors LP | 4,544 | $2.16M | 0.23% | −5,633−55.4% | Reduced |
| Milestones Administradora de Recursos Ltda. | 4,480 | $2.13M | 0.85% | +1,980+79.2% | Added |
| Everence Capital Management Inc | 4,475 | $2.12M | 0.13% | 00.0% | Unchanged |
| Baader Bank INC | 4,464 | $2.12M | 0.18% | +763+20.6% | Added |
| GTS Securities LLC | 4,449 | $2.11M | 0.04% | −2,125−32.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,444 | $2.11M | 1.16% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,438 | $2.11M | 0.06% | −274−5.8% | Reduced |
| Signaturefd, LLC | 4,424 | $2.10M | 0.04% | +320+7.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,410 | $2.09M | 0.04% | +4,410 | New |
| Alphinity Investment Management Pty Ltd | 4,326 | $2.05M | 0.01% | +4,326 | New |
| IMS Capital Management | 4,308 | $2.04M | 0.92% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,299 | $2.04M | 0.14% | +35+0.8% | Added |
| Parallel Advisors, LLC | 4,295 | $2.04M | 0.05% | +82+1.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,269 | $2.03M | 0.12% | +4,269 | New |
| Davenport & Co LLC | 4,265 | $2.02M | 0.01% | +92+2.2% | Added |
| Beacon Investment Advisory Services, Inc. | 4,244 | $2.01M | 0.08% | −85−2.0% | Reduced |
| General Partner, Inc. | 4,195 | $1.99M | 1.24% | −850−16.8% | Reduced |
| Rodgers Brothers Inc. | 4,187 | $1.99M | 0.25% | +3+0.1% | Added |
| Essex Savings Bank | 4,119 | $1.95M | 0.49% | −10.0% | Reduced |
| Olstein Capital Management, L.P. | 4,100 | $1.95M | 0.33% | −2,400−36.9% | Reduced |
| Miracle Mile Advisors, LLC | 4,084 | $1.94M | 0.04% | +481+13.3% | Added |
| Van Strum & Towne Inc. | 4,000 | $1.90M | 0.66% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,945 | $1.87M | 0.20% | +3,945 | New |
| Texas Yale Capital Corp. | 3,943 | $1.87M | 0.08% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,947 | $1.87M | 0.05% | +2,375+151.1% | Added |
| Accent Capital Management, LLC | 3,929 | $1.86M | 1.08% | −490−11.1% | Reduced |
| Legato Capital Management LLC | 3,899 | $1.85M | 0.23% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,895 | $1.85M | 0.03% | −1,500−27.8% | Reduced |
| Angeles Wealth Management, LLC | 3,891 | $1.85M | 0.16% | +20+0.5% | Added |
| Meeder Advisory Services, Inc. | 3,855 | $1.83M | 0.12% | −49−1.3% | Reduced |
| Lecap Asset Management Ltd | 3,827 | $1.82M | 0.39% | +3,827 | New |
| Tudor Investment Corp Et Al | 3,806 | $1.81M | 0.02% | +3,068+415.7% | Added |
| Jump Financial, LLC | 3,793 | $1.80M | 0.04% | −156−4.0% | Reduced |
| Marshall Financial Group LLC | 3,779 | $1.79M | 0.43% | +14+0.4% | Added |
| Capstone Investment Advisors, LLC | 3,776 | $1.79M | 0.03% | +886+30.7% | Added |
| PGGM Investments | 3,772 | $1.79M | 0.02% | +3,272+654.4% | Added |
| Bokf, NA | 3,827 | $1.79M | 0.03% | −56−1.4% | Reduced |
| Clearstead Advisors, LLC | 3,768 | $1.79M | 0.03% | +27+0.7% | Added |
| Guggenheim Capital LLC | 3,732 | $1.77M | 0.01% | +758+25.5% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.77M | 0.58% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,713 | $1.76M | 0.03% | −315−7.8% | Reduced |
| HighPoint Advisor Group LLC | 3,845 | $1.75M | 0.10% | +17+0.4% | Added |
| Leonteq Securities AG | 3,694 | $1.75M | 0.21% | +2,433+192.9% | Added |
| Moloney Securities Asset Management, LLC | 3,688 | $1.75M | 0.23% | +661+21.8% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.75M | 0.70% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 3,562 | $1.69M | 0.25% | +3,562 | New |
| Knollwood Investment Advisory, LLC | 3,561 | $1.69M | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,535 | $1.68M | 0.01% | +98+2.9% | Added |
| National Asset Management, Inc. | 3,551 | $1.68M | 0.05% | +7+0.2% | Added |
| Brown Brothers Harriman & Co | 3,487 | $1.65M | 0.01% | +1,722+97.6% | Added |
| Bleakley Financial Group, LLC | 3,482 | $1.65M | 0.05% | +93+2.7% | Added |
| Citizens Financial Group Inc | 3,480 | $1.65M | 0.03% | −372−9.7% | Reduced |
| RSM US Wealth Management LLC | 3,470 | $1.64M | 0.02% | +513+17.3% | Added |
| Bollard Group LLC | 3,394 | $1.61M | 0.04% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 3,392 | $1.61M | 0.52% | +141+4.3% | Added |
| SRS Capital Advisors, Inc. | 3,358 | $1.59M | 0.14% | −63−1.8% | Reduced |
| Clark Capital Management Group, Inc. | 3,335 | $1.58M | 0.01% | +6+0.2% | Added |
| Hantz Financial Services, Inc. | 3,333 | $1.58M | 0.03% | +133+4.2% | Added |
| Cypress Capital Group | 3,325 | $1.58M | 0.18% | +8+0.2% | Added |
| Vestcor Inc | 3,245 | $1.54M | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,227 | $1.53M | 0.02% | −412−11.3% | Reduced |
| International Assets Investment Management, LLC | 724,699 | $1.53M | 0.01% | +723,721+74,000.1% | Added |
| Cinctive Capital Management LP | 3,207 | $1.52M | 0.09% | +3,207 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,688 | $1.51M | 0.01% | −175−6.1% | Reduced |
| HM Payson & Co | 3,183 | $1.51M | 0.03% | +10.0% | Added |
| Bridges Investment Management Inc | 3,165 | $1.50M | 0.02% | −70−2.2% | Reduced |
| Global Endowment Management, LP | 3,148 | $1.49M | 0.15% | −579−15.5% | Reduced |
| Park Avenue Securities LLC | 3,134 | $1.49M | 0.02% | +130+4.3% | Added |
| V-Square Quantitative Management LLC | 3,130 | $1.49M | 0.22% | +95+3.1% | Added |
| Benjamin Edwards Inc | 3,124 | $1.48M | 0.02% | +3,053+4,300.0% | Added |
| 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 |
| CWM, LLC | 3,108 | $1.48M | 0.01% | −90−2.8% | Reduced |
| Ironwood Investment Counsel, LLC | 3,104 | $1.47M | 0.25% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 3,082 | $1.46M | 0.42% | +3,082 | New |
| Empirical Asset Management, LLC | 3,053 | $1.45M | 0.52% | +648+26.9% | Added |
| Savant Capital, LLC | 3,052 | $1.45M | 0.01% | +674+28.3% | Added |
| Anchor Investment Management, LLC | 3,052 | $1.45M | 0.14% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,052 | $1.45M | 0.01% | +380+14.2% | Added |
| ISAM Funds (UK) Ltd | 3,042 | $1.44M | 0.82% | +1,679+123.2% | Added |
| CWA Asset Management Group, LLC | 3,021 | $1.43M | 0.08% | +3,021 | New |