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 |
|---|---|---|---|---|---|
| Central Trust Co | 3,017 | $1.43M | 0.03% | +953+46.2% | Added |
| Westbourne Investment Advisors, Inc. | 3,011 | $1.43M | 0.50% | −100−3.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 3,007 | $1.43M | 0.27% | +7+0.2% | Added |
| Independent Advisor Alliance | 3,000 | $1.42M | 0.05% | +475+18.8% | Added |
| Mystic Asset Management, Inc. | 3,000 | $1.42M | 0.54% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,974 | $1.41M | 0.05% | +1,134+61.6% | Added |
| HB Wealth Management, LLC | 2,964 | $1.41M | 0.02% | +140+5.0% | Added |
| TD Private Client Wealth LLC | 2,933 | $1.39M | 0.04% | +2,617+828.2% | Added |
| Monte Financial Group, LLC | 2,928 | $1.39M | 0.58% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,904 | $1.38M | 0.07% | +2,904 | New |
| Coldstream Capital Management Inc | 2,894 | $1.38M | 0.03% | +324+12.6% | Added |
| Sepio Capital, LP | 2,884 | $1.37M | 0.11% | +2+0.1% | Added |
| Waldron Private Wealth LLC | 2,881 | $1.37M | 0.06% | +15+0.5% | Added |
| D.A. Davidson & Co. | 2,880 | $1.37M | 0.01% | +248+9.4% | Added |
| Advisory Services Network, LLC | 3,185 | $1.34M | 0.03% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 2,802 | $1.33M | 0.38% | +226+8.8% | Added |
| Avitas Wealth Management LLC | 2,781 | $1.32M | 0.19% | +47+1.7% | Added |
| Okabena Investment Services Inc | 2,767 | $1.31M | 0.37% | +23+0.8% | Added |
| Qtron Investments LLC | 2,757 | $1.31M | 0.18% | +361+15.1% | Added |
| Evermay Wealth Management LLC | 2,742 | $1.30M | 0.21% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 2,733 | $1.30M | 0.17% | +84+3.2% | Added |
| AXS Investments LLC | 2,677 | $1.27M | 0.34% | −366−12.0% | 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 |
| Centiva Capital, LP | 2,643 | $1.25M | 0.06% | −3,129−54.2% | Reduced |
| GeoWealth Management, LLC | 2,615 | $1.24M | 0.04% | +50+1.9% | Added |
| Pinnacle Financial Partners Inc | 2,602 | $1.23M | 0.02% | −647−19.9% | Reduced |
| Key Financial Inc | 2,566 | $1.22M | 0.27% | −166−6.1% | Reduced |
| Beacon Pointe Advisors, LLC | 2,565 | $1.22M | 0.01% | −128−4.8% | Reduced |
| Accretive Wealth Partners, LLC | 2,563 | $1.22M | 0.51% | −28−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,555 | $1.21M | 0.01% | +37+1.5% | Added |
| Washington Trust Advisors, Inc. | 2,555 | $1.21M | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,542 | $1.20M | 0.06% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,527 | $1.20M | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,504 | $1.19M | 0.04% | −9−0.4% | Reduced |
| Capital Analysts, LLC | 2,484 | $1.18M | 0.05% | −50−2.0% | Reduced |
| Profund Advisors LLC | 2,484 | $1.18M | 0.04% | +124+5.3% | Added |
| Adviser Investments LLC | 2,463 | $1.17M | 0.01% | +30+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 2,454 | $1.16M | 0.02% | +29+1.2% | Added |
| Asset Management Group, Inc. | 2,445 | $1.16M | 0.20% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,439 | $1.16M | 0.03% | −72−2.9% | Reduced |
| Scientech Research LLC | 2,432 | $1.15M | 0.23% | +2,432 | New |
| DoubleLine ETF Adviser LP | 2,422 | $1.15M | 0.28% | −176−6.8% | Reduced |
| Ballast Advisors LLC | 2,409 | $1.14M | 0.35% | +9+0.4% | Added |
| Umb Bank N A | 2,395 | $1.14M | 0.02% | −260−9.8% | Reduced |
| Oppenheimer & Co Inc | 2,391 | $1.13M | 0.02% | +4+0.2% | Added |
| Principal Securities, Inc. | 2,384 | $1.13M | 0.03% | −519−17.9% | Reduced |
| Redmond Asset Management, LLC | 2,368 | $1.12M | 0.35% | −473−16.6% | Reduced |
| Fox Run Management, L.L.C. | 2,335 | $1.11M | 0.25% | +2,335 | New |
| TownSquare Capital, LLC | 2,318 | $1.10M | 0.01% | +712+44.3% | Added |
| Heritage Family Offices, LLP | 2,298 | $1.09M | 0.56% | −10.0% | Reduced |
| Lake Street Advisors Group, LLC | 2,284 | $1.08M | 0.05% | −163−6.7% | Reduced |
| AlTi Global, Inc. | 2,276 | $1.08M | 0.03% | −481−17.4% | Reduced |
| LVW Advisors, LLC | 2,268 | $1.08M | 0.14% | +308+15.7% | Added |
| Chiron Investment Management, LLC | 2,265 | $1.07M | 0.38% | +2,265 | New |
| Triangle Securities Wealth Management | 2,255 | $1.07M | 0.28% | −100−4.2% | Reduced |
| Encompass Wealth Advisors, LLC | 2,250 | $1.07M | 0.27% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,247 | $1.07M | 0.08% | +299+15.3% | Added |
| SRN Advisors, LLC | 2,223 | $1.06M | 0.93% | −95−4.1% | Reduced |
| MAI Capital Management | 2,221 | $1.05M | 0.01% | −526−19.1% | Reduced |
| Roberts Capital Advisors, LLC | 2,183 | $1.04M | 0.89% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 2,182 | $1.04M | 0.08% | −23−1.0% | Reduced |
| Venturi Wealth Management, LLC | 2,168 | $1.03M | 0.05% | +665+44.2% | Added |
| Harbert Fund Advisors, Inc. | 2,150 | $1.02M | 0.82% | −350−14.0% | Reduced |
| Simplex Trading, LLC | 2,121 | $1.01M | 0.03% | +2,121 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,134 | $996.4K | 0.01% | −9−0.4% | Reduced |
| Kerrisdale Advisers, LLC | 2,077 | $985.7K | 0.34% | −6,716−76.4% | Reduced |
| Assetmark, Inc | 2,072 | $983.3K | 0.00% | +138+7.1% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $982.4K | 0.18% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,137 | $977.7K | 0.06% | +81+3.9% | Added |
| Merit Financial Group, LLC | 2,053 | $974.2K | 0.02% | −1,307−38.9% | Reduced |
| J. W. Coons Advisors, LLC | 2,046 | $971.0K | 0.24% | +11+0.5% | Added |
| Sentry LLC | 2,042 | $969.1K | 0.19% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,000 | $949.0K | 0.38% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,994 | $946.2K | 0.08% | −58−2.8% | Reduced |
| Spirepoint Private Client, LLC | 1,947 | $924.1K | 0.12% | −1−0.1% | Reduced |
| VisionPoint Advisory Group, LLC | 1,947 | $924.0K | 0.31% | +480+32.7% | Added |
| Landscape Capital Management, L.L.C. | 1,938 | $919.8K | 0.09% | −948−32.8% | Reduced |
| Riversedge Advisors, LLC | 1,934 | $917.9K | 0.21% | +8+0.4% | Added |
| Ritholtz Wealth Management | 1,933 | $917.2K | 0.03% | +74+4.0% | Added |
| Smartleaf Asset Management LLC | 1,935 | $916.6K | 0.11% | +511+35.9% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 1,925 | $913.6K | 3.48% | −3,255−62.8% | Reduced |
| Choate Investment Advisors | 1,897 | $900.3K | 0.02% | +70+3.8% | Added |
| Federated Hermes, Inc. | 1,896 | $899.8K | 0.00% | +1,410+290.1% | Added |
| Fishman Jay A Ltd | 1,875 | $889.9K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co | 1,853 | $879.4K | 0.01% | −4−0.2% | Reduced |
| Legacy Advisors, LLC | 1,845 | $875.6K | 0.09% | +39+2.2% | Added |
| Spinnaker Trust | 1,840 | $873.2K | 0.05% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,831 | $869.0K | 0.05% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,820 | $863.8K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,812 | $860.1K | 0.01% | +233+14.8% | Added |
| Benin Management CORP | 1,800 | $854.3K | 0.24% | −3−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,799 | $853.6K | 0.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,792 | $850.5K | 0.11% | −44−2.4% | Reduced |
| NorthRock Partners, LLC | 1,788 | $848.6K | 0.03% | +65+3.8% | Added |
| Valeo Financial Advisors, LLC | 1,764 | $837.2K | 0.02% | +8+0.5% | Added |
| Threadgill Financial, LLC | 1,758 | $834.3K | 0.50% | +192+12.3% | Added |
| Geller Advisors LLC | 1,750 | $830.5K | 0.06% | −28−1.6% | Reduced |
| OLIO Financial Planning | 2,124 | $829.8K | 0.35% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,744 | $827.7K | 0.23% | 00.0% | Unchanged |