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Livermore
ZHEN

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 2 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, Q4 2024

Institutional positions in Moodys Corp as of Dec 31, 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
1,303
+119 vs. Q3 2024
Shares held
165.1M
+1.01M (+0.6%) vs. Q3 2024
Total value
$78.2B
+$617.5M (+0.8%) vs. Q3 2024
New holders
184
442 more added
Sold out
65
447 more reduced

25 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,303 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ4 2024: $78.2B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q3 2024.

Institutions holding MCO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd193$2510.00%+105+119.3%Added
Country Trust Bank1$4730.00%00.0%Unchanged
Concord Wealth Partners1$4730.00%00.0%Unchanged
Creative Capital Management Investments LLC1$4730.00%00.0%Unchanged
Sittner & Nelson, LLC1$4730.00%+1New
West Branch Capital LLC1$4740.00%00.0%Unchanged
Studio Investment Management LLC1$4740.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC1$4740.00%+1New
PEAK6 LLC2$8870.00%+2New
Chesapeake Asset Management LLC2$9460.00%+1+100.0%Added
POM Investment Strategies, LLC2$9470.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC2$9470.00%+2New
Golden State Wealth Management, LLC2$9470.00%+2New
Sugar Maple Asset Management, LLC2$9470.00%+2New
Parkworth Wealth Management, Inc.2$9470.00%+2New
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2$9470.00%+2New
Capital A Wealth Management, LLC2$9470.00%+2New
Winthrop Capital Management, LLC3$1.00K0.00%+3New
Wood Tarver Financial Group, LLC4$1.00K0.00%+4New
1620 Investment Advisors, Inc.3$1.40K0.00%00.0%Unchanged
WestEnd Advisors, LLC3$1.42K0.00%00.0%Unchanged
Heritage Wealth Advisors3$1.42K0.00%00.0%Unchanged
Horizon Financial Services, LLC3$1.42K0.00%00.0%Unchanged
Lee Danner & Bass Inc3$1.42K0.00%+3New
BankPlus Trust Department3$1.42K0.00%+3New
Kimelman & Baird, LLC3$1.42K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC3$1.42K0.00%+3New
TD Capital Management LLC3$1.42K0.00%+3New
Winnow Wealth LLC4$1.53K0.00%+4New
NVWM, LLC4$1.89K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC4$1.89K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$2.37K0.00%00.0%Unchanged
Bangor Savings Bank5$2.37K0.00%+5New
Principia Wealth Advisory, LLC5$2.37K0.00%+5New
Johnson Financial Group, Inc.5$2.50K0.00%−371−98.7%Reduced
Truvestments Capital LLC6$2.84K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$2.84K0.00%00.0%Unchanged
Westside Investment Management, Inc.7$3.31K0.00%00.0%Unchanged
Chilton Capital Management LLC7$3.31K0.00%−1−12.5%Reduced
Valued Wealth Advisors LLC8$3.79K0.00%−2−20.0%Reduced
SJS Investment Consulting Inc.8$3.79K0.00%−1−11.1%Reduced
WealthTrak Capital Management LLC8$3.79K0.00%+8New
Synergy Investment Management, LLC8$3.79K0.00%+8New
MPWM Advisory Solutions, LLC8$3.79K0.00%+8New
Bruce G. Allen Investments, LLC9$4.26K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC9$4.26K0.00%+9New
Evelyn Partners Asset Management Ltd9$4.26K0.00%+9New
Clark Wealth Partners9$4.26K0.00%+9New
Pacific Center for Financial Services9$4.26K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC9$4.26K0.00%00.0%Unchanged
Core Alternative Capital10$4.73K0.00%00.0%Unchanged
High Note Wealth, LLC10$4.73K0.00%+10New
Creekmur Asset Management LLC11$5.21K0.00%00.0%Unchanged
Continuum Advisory, LLC11$5.21K0.00%+7+175.0%Added
NewSquare Capital LLC11$5.21K0.00%+11New
Nemes Rush Group LLC11$5.21K0.00%+11New
Centricity Wealth Management, LLC12$5.68K0.01%+12New
DiNuzzo Private Wealth, Inc.12$5.68K0.00%00.0%Unchanged
Highline Wealth Partners LLC12$5.69K0.00%−1−7.7%Reduced
Jackson, Grant Investment Advisers, Inc.13$6.15K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$6.15K0.00%00.0%Unchanged
Conquis Financial LLC13$6.15K0.01%+13New
PFS Partners, LLC13$6.23K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.13$6.49K0.00%+13New
Glen Eagle Advisors, LLC14$6.63K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp14$6.63K0.01%+14New
Motco16$7.57K0.00%−1,561−99.0%Reduced
First Pacific Financial16$7.57K0.00%00.0%Unchanged
Hollencrest Capital Management16$7.57K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$7.58K0.01%00.0%Unchanged
Archer Investment Corp17$8.05K0.00%00.0%Unchanged
Creative Financial Designs Inc17$8.25K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC18$8.52K0.00%00.0%Unchanged
FSA Wealth Management LLC18$8.52K0.00%00.0%Unchanged
Rialto Wealth Management, LLC20$9.47K0.00%+20New
Oarsman Capital, Inc.21$9.94K0.00%+2+10.5%Added
Avion Wealth23$10.0K0.00%−2−8.0%Reduced
Hurley Capital, LLC20$10.1K0.01%+20New
Bullock Wealth Management Group22$10.4K0.01%00.0%Unchanged
Logan Capital Management Inc23$10.9K0.00%00.0%Unchanged
Kings Path Partners LLC25$11.8K0.01%00.0%Unchanged
Legacy Bridge, LLC25$11.8K0.01%00.0%Unchanged
Avalon Trust Co25$11.8K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC25$11.8K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton26$12.3K0.00%00.0%Unchanged
Park Place Capital Corp26$12.3K0.00%00.0%Unchanged
Aspect Partners, LLC27$12.8K0.01%00.0%Unchanged
Global Financial Private Client, LLC27$12.8K0.00%+3+12.5%Added
Raffa Wealth Management, LLC28$13.3K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.28$13.3K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$13.3K0.00%00.0%Unchanged
Financial Life Planners28$13.3K0.01%+28New
Sierra Ocean, LLC29$13.7K0.01%+29New
Silicon Valley Capital Partners30$14.4K0.00%00.0%Unchanged
REAP Financial Group, LLC31$14.5K0.00%+1+3.3%Added
Fortitude Family Office, LLC31$14.7K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC33$15.6K0.00%−1−2.9%Reduced
Measured Risk Portfolios, Inc.34$16.1K0.02%+34New
Transce3nd, LLC36$17.0K0.01%+36New
Abound Wealth Management37$17.5K0.01%−2−5.1%Reduced