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, 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
- 1,302
- +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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 9,905 | $4.69M | 0.63% | −262−2.6% | Reduced |
| HWG Holdings LP | 9,909 | $4.69M | 1.54% | −858−8.0% | Reduced |
| Quadrature Capital Ltd | 9,931 | $4.70M | 0.09% | +9,931 | New |
| Taylor Hoffman Capital Management LLC | 9,959 | $4.71M | 1.71% | +73+0.7% | Added |
| KP Management LLC | 10,000 | $4.73M | 1.66% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,041 | $4.75M | 0.09% | +4,766+90.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $4.78M | 0.70% | −10,091−50.0% | Reduced |
| Cornerstone Advisors, LLC | 10,100 | $4.78M | 0.19% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10,222 | $4.84M | 0.87% | +3,848+60.4% | Added |
| TrimTabs Asset Management, LLC | 10,360 | $4.90M | 0.65% | +3,224+45.2% | Added |
| Roundview Capital LLC | 10,381 | $4.91M | 0.34% | +256+2.5% | Added |
| Fiduciary Trust Co | 10,624 | $5.03M | 0.07% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,742 | $5.08M | 0.05% | −375−3.4% | Reduced |
| Kentucky Retirement Systems | 10,762 | $5.09M | 0.15% | −148−1.4% | Reduced |
| Fogel Capital Management, Inc. | 10,765 | $5.10M | 2.56% | −35−0.3% | Reduced |
| Live Oak Private Wealth LLC | 11,133 | $5.27M | 0.89% | −355−3.1% | Reduced |
| Voleon Capital Management LP | 11,165 | $5.29M | 0.39% | +11,165 | New |
| Altrafin AG | 11,189 | $5.30M | 1.84% | +237+2.2% | Added |
| Baird Financial Group, Inc. | 11,239 | $5.32M | 0.01% | −397−3.4% | Reduced |
| Wealthfront Advisers LLC | 11,288 | $5.34M | 0.02% | +712+6.7% | Added |
| Titan Global Capital Management USA LLC | 11,302 | $5.35M | 0.81% | −4,657−29.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,588 | $5.49M | 0.05% | −191−1.6% | Reduced |
| Raiffeisen Bank International AG | 11,694 | $5.54M | 0.08% | +11,694 | New |
| BNP Paribas | 11,758 | $5.57M | 0.23% | −98−0.8% | Reduced |
| Ballentine Partners, LLC | 11,848 | $5.61M | 0.10% | −8−0.1% | Reduced |
| Quantbot Technologies LP | 11,874 | $5.62M | 0.21% | −1,571−11.7% | Reduced |
| Lincoln Capital LLC | 11,990 | $5.68M | 1.19% | −105−0.9% | Reduced |
| Cloverfields Capital Group, LP | 12,019 | $5.69M | 1.83% | −69−0.6% | Reduced |
| Avanza Fonder AB | 12,052 | $5.71M | 0.17% | +12,052 | New |
| Rockefeller Capital Management L.P. | 12,130 | $5.73M | 0.01% | +644+5.6% | Added |
| Midwest Professional Planners, LTD. | 12,219 | $5.78M | 1.73% | +198+1.6% | Added |
| Pacer Advisors, Inc. | 12,283 | $5.81M | 0.01% | −1,685−12.1% | Reduced |
| National Philanthropic Trust | 12,442 | $5.89M | 0.08% | +12+0.1% | Added |
| Glenmede Trust Co NA | 12,736 | $6.03M | 0.03% | −3,507−21.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,845 | $6.08M | 0.17% | −5,200−28.8% | Reduced |
| Gulf International Bank (UK) Ltd | 12,927 | $6.12M | 0.15% | −141−1.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 13,038 | $6.17M | 1.78% | +67+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 13,277 | $6.28M | 0.03% | −6,480−32.8% | Reduced |
| Oregon Public Employees Retirement Fund | 13,359 | $6.32M | 0.12% | −36−0.3% | Reduced |
| Bridgewater Associates, LP | 13,385 | $6.34M | 0.03% | +13,385 | New |
| Metis Global Partners, LLC | 13,447 | $6.37M | 0.19% | +1,789+15.3% | Added |
| Alps Advisors Inc | 13,550 | $6.41M | 0.04% | −13−0.1% | Reduced |
| Penbrook Management LLC | 13,650 | $6.46M | 4.41% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 13,661 | $6.47M | 0.06% | +1,516+12.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,916 | $6.59M | 0.07% | +3,331+31.5% | Added |
| Jump Financial, LLC | 14,211 | $6.73M | 0.14% | +10,418+274.7% | Added |
| Connecticut Wealth Management, LLC | 14,213 | $6.73M | 0.33% | +9+0.1% | Added |
| Burney Co | 14,312 | $6.77M | 0.24% | +14,312 | New |
| B. Metzler seel. Sohn & Co. AG | 14,317 | $6.78M | 0.07% | +202+1.4% | Added |
| Fiduciary Alliance LLC | 14,316 | $6.78M | 0.69% | +3,510+32.5% | Added |
| Mercer Global Advisors Inc | 14,419 | $6.83M | 0.02% | +4,163+40.6% | Added |
| XXEC, Inc. | 14,426 | $6.83M | 5.66% | −462−3.1% | Reduced |
| Cinctive Capital Management LP | 14,448 | $6.84M | 0.37% | +11,241+350.5% | Added |
| Impact Asset Management GmbH | 14,560 | $6.89M | 2.72% | −400−2.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,605 | $6.91M | 0.48% | −260−1.7% | Reduced |
| Americana Partners, LLC | 14,608 | $6.91M | 0.28% | +14,608 | New |
| Central Bank & Trust Co | 14,721 | $6.97M | 1.05% | −1,343−8.4% | Reduced |
| Mizuho Securities USA LLC | 14,769 | $6.99M | 0.13% | +4,614+45.4% | Added |
| Elo Mutual Pension Insurance Co | 14,957 | $7.08M | 0.15% | −662−4.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,040 | $7.12M | 0.01% | +5,041+50.4% | Added |
| East Coast Asset Management, LLC. | 15,119 | $7.16M | 2.39% | −1,155−7.1% | Reduced |
| K.J. Harrison & Partners Inc | 15,600 | $7.38M | 1.16% | +982+6.7% | Added |
| Aquatic Capital Management LLC | 15,710 | $7.44M | 0.20% | −29,530−65.3% | Reduced |
| Stanley Capital Management, LLC | 15,758 | $7.46M | 1.45% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 15,803 | $7.48M | 0.04% | −307−1.9% | Reduced |
| Crown Oak Advisors, LLC | 15,817 | $7.49M | 3.85% | +1,692+12.0% | Added |
| Kinneret Advisory, LLC | 15,836 | $7.50M | 0.71% | −738−4.5% | Reduced |
| AdvisorShares Investments LLC | 15,876 | $7.52M | 1.45% | −300−1.9% | Reduced |
| Bluegrass Capital Partners LP | 16,000 | $7.57M | 6.72% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,289 | $7.71M | 0.14% | +1,891+13.1% | Added |
| Lazard Asset Management LLC | 16,330 | $7.73M | 0.01% | −30,572−65.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,454 | $7.83M | 0.03% | +3,136+23.5% | Added |
| Ghe, LLC | 16,562 | $7.84M | 3.11% | +231+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 16,687 | $7.90M | 0.28% | −10,734−39.1% | Reduced |
| Pelham Capital Ltd. | 16,874 | $7.99M | 5.31% | +16,874 | New |
| AQR Capital Management LLC | 16,931 | $8.01M | 0.01% | −553−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 17,136 | $8.11M | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 17,162 | $8.12M | 0.03% | +102+0.6% | Added |
| Douglass Winthrop Advisors, LLC | 17,290 | $8.18M | 0.16% | +95+0.6% | Added |
| QRG Capital Management, Inc. | 17,395 | $8.23M | 0.08% | +1,288+8.0% | Added |
| Mitchell Sinkler & Starr | 17,698 | $8.38M | 2.24% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 17,770 | $8.41M | 0.09% | −420−2.3% | Reduced |
| LGT Fund Management Co Ltd. | 18,607 | $8.81M | 0.77% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 18,668 | $8.84M | 0.09% | −618−3.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,718 | $8.86M | 0.09% | +1,164+6.6% | Added |
| JustInvest LLC | 18,739 | $8.87M | 0.13% | +965+5.4% | Added |
| Tower Bridge Advisors | 18,783 | $8.89M | 0.95% | −258−1.4% | Reduced |
| Yousif Capital Management, LLC | 18,887 | $8.94M | 0.10% | −744−3.8% | Reduced |
| Generali Asset Management SPA SGR | 19,058 | $9.02M | 0.23% | +19,058 | New |
| Banco Santander, S.A. | 19,308 | $9.14M | 0.11% | +305+1.6% | Added |
| LGT Group Foundation | 19,598 | $9.28M | 0.14% | −3,424−14.9% | Reduced |
| Carderock Capital Management Inc | 19,767 | $9.36M | 2.35% | −76−0.4% | Reduced |
| Voloridge Investment Management, LLC | 19,803 | $9.37M | 0.03% | −49,125−71.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,831 | $9.39M | 0.16% | +19,831 | New |
| Oxbow Advisors, LLC | 19,853 | $9.40M | 1.11% | −313−1.6% | Reduced |
| Millennium Management LLC | 19,954 | $9.45M | 0.01% | +1,261+6.7% | Added |
| Calamos Wealth Management LLC | 20,242 | $9.58M | 0.48% | +20,242 | New |
| Boussard & Gavaudan Investment Management LLP | 20,241 | $9.58M | 0.80% | +20,241 | New |
| Nissay Asset Management Corp | 20,577 | $9.81M | 0.06% | −232−1.1% | Reduced |
| Scotia Capital Inc. | 21,275 | $10.1M | 0.05% | −988−4.4% | Reduced |