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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 1,744 | $827.2K | 0.02% | +1,744 | New |
| IFP Advisors, Inc | 1,737 | $825.3K | 0.03% | +22+1.3% | Added |
| Walter & Keenan Financial Consulting Co | 1,725 | $818.7K | 0.25% | +1+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,725 | $818.7K | 0.07% | +36+2.1% | Added |
| Blueshift Asset Management, LLC | 1,717 | $814.9K | 0.20% | +1,717 | New |
| Proequities, Inc. | 1,710 | $811.5K | 0.05% | −180−9.5% | Reduced |
| Cornerstone Planning Group LLC | 1,751 | $806.5K | 0.21% | +3+0.2% | Added |
| Morningstar Investment Management LLC | 1,676 | $804.0K | 0.08% | +746+80.2% | Added |
| Vise Technologies, Inc. | 1,694 | $804.0K | 0.10% | +1,154+213.7% | Added |
| Patriot Investment Management Inc. | 1,689 | $801.6K | 0.06% | 00.0% | Unchanged |
| Friedenthal Financial | 1,686 | $800.2K | 0.47% | +1,686 | New |
| Patton Albertson Miller Group, LLC | 1,673 | $794.0K | 0.11% | +497+42.3% | Added |
| Syon Capital LLC | 1,666 | $790.7K | 0.07% | −25−1.5% | Reduced |
| Argent Trust Co | 1,652 | $784.0K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,649 | $782.6K | 0.05% | +433+35.6% | Added |
| Farther Finance Advisors, LLC | 1,644 | $780.3K | 0.03% | +65+4.1% | Added |
| Cigna Investments Inc | 1,636 | $776.0K | 0.14% | −39−2.3% | Reduced |
| Ellevest, Inc. | 1,634 | $775.5K | 0.04% | −56−3.3% | Reduced |
| Summit Trail Advisors, LLC | 1,634 | $775.5K | 0.02% | +130+8.6% | Added |
| Mather Group, LLC. | 1,630 | $773.6K | 0.01% | −177−9.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,624 | $770.7K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,619 | $768.4K | 0.03% | +70+4.5% | Added |
| Azzad Asset Management Inc | 1,618 | $767.8K | 0.09% | −200−11.0% | Reduced |
| Brookstone Capital Management | 1,611 | $764.8K | 0.01% | +65+4.2% | Added |
| Group One Trading, L.P. | 1,608 | $763.1K | 0.03% | +884+122.1% | Added |
| Chronos Wealth Management, LLC | 1,604 | $761.2K | 0.40% | +673+72.3% | Added |
| Balyasny Asset Management LLC | 1,597 | $757.9K | 0.00% | −353−18.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,586 | $752.7K | 0.02% | −67−4.1% | Reduced |
| Lakeview Capital Partners, LLC | 1,580 | $749.9K | 0.12% | −79−4.8% | Reduced |
| Motco | 1,577 | $748.4K | 0.07% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 1,567 | $744.2K | 0.56% | +1,567 | New |
| Dodge & Cox | 1,566 | $743.2K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,555 | $735.6K | 0.05% | −64−4.0% | Reduced |
| Evercore Wealth Management, LLC | 1,539 | $730.4K | 0.01% | 00.0% | Unchanged |
| Sienna Gestion | 1,514 | $716.8K | 0.05% | +1,514 | New |
| Mission Wealth Management, LP | 1,505 | $714.3K | 0.02% | −132−8.1% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $714.3K | 0.24% | 00.0% | Unchanged |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 1,502 | $712.8K | 0.02% | −2,528−62.7% | Reduced |
| Castle Rock Wealth Management, LLC | 1,547 | $712.2K | 0.17% | +2+0.1% | Added |
| Pacific Global Investment Management CO | 1,499 | $711.4K | 0.13% | −6−0.4% | Reduced |
| Ashton Thomas Securities, LLC | 1,496 | $710.0K | 0.14% | +17+1.1% | Added |
| Quadrant Capital Group LLC | 1,475 | $700.0K | 0.05% | +13+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 1,471 | $698.1K | 0.04% | +56+4.0% | Added |
| Abn Amro Investment Solutions | 1,467 | $696.2K | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,463 | $694.3K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,446 | $686.3K | 0.04% | +125+9.5% | Added |
| Verition Fund Management LLC | 1,436 | $681.5K | 0.00% | −724−33.5% | Reduced |
| Circle Wealth Management, LLC | 1,431 | $679.1K | 0.02% | −117−7.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,429 | $678.2K | 0.02% | +1,074+302.5% | Added |
| Dark Forest Capital Management LP | 1,422 | $674.9K | 0.09% | +504+54.9% | Added |
| Smart Money Group LLC | 1,485 | $674.3K | 0.24% | +102+7.4% | Added |
| Argyle Capital Management Inc. | 1,400 | $664.4K | 0.26% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,395 | $662.0K | 0.10% | +38+2.8% | Added |
| First Horizon Advisors, Inc. | 1,383 | $656.4K | 0.02% | +26+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,380 | $654.5K | 0.04% | +1,100+392.9% | Added |
| Resurgent Financial Advisors LLC | 1,378 | $654.0K | 0.38% | −114−7.6% | Reduced |
| Aviso Financial Inc. | 1,369 | $649.7K | 0.03% | −879−39.1% | Reduced |
| FineMark National Bank & Trust | 1,341 | $636.4K | 0.02% | +71+5.6% | Added |
| Panagora Asset Management Inc | 1,333 | $632.6K | 0.00% | +15+1.1% | Added |
| Charter Trust Co | 1,326 | $629.3K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,319 | $626.1K | 0.00% | +395+42.7% | Added |
| Ronald Blue Trust, Inc. | 1,485 | $625.1K | 0.01% | +774+108.9% | Added |
| Checchi Capital Advisers, LLC | 1,316 | $624.6K | 0.05% | +15+1.2% | Added |
| E Fund Management Co., Ltd. | 1,305 | $619.3K | 0.03% | +1,305 | New |
| DeDora Capital, Inc. | 1,296 | $615.1K | 0.17% | −18−1.4% | Reduced |
| Oak Thistle LLC | 1,295 | $614.6K | 0.20% | +1,295 | New |
| DDD Partners, LLC | 1,291 | $612.7K | 0.07% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,289 | $611.7K | 0.01% | +100+8.4% | Added |
| Stevens Capital Management LP | 1,275 | $605.0K | 0.09% | +1,275 | New |
| Seeds Investor LLC | 1,270 | $602.7K | 0.23% | +209+19.7% | Added |
| Fulton Bank, N.A. | 1,268 | $601.8K | 0.02% | +85+7.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $597.0K | 0.25% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,251 | $593.7K | 0.05% | −67−5.1% | Reduced |
| Hilltop National Bank | 1,238 | $587.5K | 0.18% | −50−3.9% | Reduced |
| KG&L Capital Management,LLC | 1,234 | $585.6K | 0.19% | +138+12.6% | Added |
| Commerzbank Aktiengesellschaft | 1,231 | $584.0K | 0.02% | +253+25.9% | Added |
| Eqis Capital Management, Inc. | 1,229 | $583.5K | 0.05% | −26−2.1% | Reduced |
| Haverford Trust Co | 1,223 | $580.4K | 0.01% | +22+1.8% | Added |
| Advisory Alpha, LLC | 1,222 | $580.1K | 0.02% | +254+26.2% | Added |
| Empower Advisory Group, LLC | 1,204 | $571.4K | 0.00% | −334−21.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,202 | $570.5K | 0.11% | −232−16.2% | Reduced |
| Fayez Sarofim & Co | 1,200 | $569.5K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,197 | $567.9K | 0.04% | −68−5.4% | Reduced |
| Park Edge Advisors, LLC | 1,190 | $564.8K | 0.16% | 00.0% | Unchanged |
| HTLF Bank | 1,188 | $563.8K | 0.06% | −52−4.2% | Reduced |
| AE Wealth Management LLC | 1,187 | $563.6K | 0.01% | −10,828−90.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,185 | $562.4K | 0.02% | −25−2.1% | Reduced |
| Snowden Capital Advisors LLC | 1,177 | $558.6K | 0.02% | +19+1.6% | Added |
| Integrated Wealth Concepts LLC | 1,176 | $558.3K | 0.01% | +69+6.2% | Added |
| Cross Staff Investments Inc | 1,162 | $551.5K | 0.43% | +100+9.4% | Added |
| Aster Capital Management (DIFC) Ltd | 1,162 | $551.5K | 0.12% | +1,162 | New |
| Legacy Private Trust Co. | 1,160 | $550.5K | 0.04% | −37−3.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,143 | $545.8K | 0.01% | +198+21.0% | Added |
| Trust Co of Vermont | 1,145 | $543.4K | 0.03% | +28+2.5% | Added |
| Abacus Planning Group, Inc. | 1,127 | $534.9K | 0.10% | +266+30.9% | Added |
| Aaron Wealth Advisors | 1,123 | $533.0K | 0.06% | +176+18.6% | Added |
| Cornerstone Advisory, LLC | 1,118 | $530.6K | 0.07% | +4+0.4% | Added |
| Advisors Preferred, LLC | 1,116 | $526.1K | 0.08% | +1,116 | New |
| Stratos Wealth Advisors, LLC | 1,107 | $525.4K | 0.02% | +23+2.1% | Added |
| Oxford Asset Management LLP | 1,107 | $525.4K | 0.44% | +1,107 | New |