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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 38 | $18.0K | 0.00% | +38 | New |
| Atlantic Trust, LLC | 38 | $18.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 38 | $18.1K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 39 | $18.5K | 0.00% | −3−7.1% | Reduced |
| Private Wealth Management Group, LLC | 39 | $18.5K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 40 | $18.9K | 0.02% | +40 | New |
| Investment Management Corp | 44 | $20.7K | 0.02% | +44 | New |
| Oakworth Capital, Inc. | 45 | $21.3K | 0.00% | −25−35.7% | Reduced |
| Meeder Asset Management Inc | 46 | $21.8K | 0.00% | −3−6.1% | Reduced |
| Rakuten Securities, Inc. | 46 | $21.8K | 0.01% | +40+666.7% | Added |
| Eagle Bay Advisors LLC | 47 | $22.2K | 0.01% | −10−17.5% | Reduced |
| Synergy Financial Management, LLC | 48 | $22.8K | 0.00% | +48 | New |
| Riverview Trust Co | 49 | $23.2K | 0.02% | +2+4.3% | Added |
| Coppell Advisory Solutions LLC | 50 | $23.7K | 0.00% | −25−33.3% | Reduced |
| Colonial Trust Co | 51 | $24.1K | 0.00% | +43+537.5% | Added |
| Caitlin John, LLC | 56 | $26.7K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 58 | $27.5K | 0.00% | +4+7.4% | Added |
| Bayforest Capital Ltd | 59 | $27.9K | 0.03% | +59 | New |
| Wesleyan Assurance Society | 60 | $28.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 61 | $29.1K | 0.00% | −89−59.3% | Reduced |
| GW&K Investment Management, LLC | 64 | $30.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 65 | $30.8K | 0.01% | −18−21.7% | Reduced |
| JFS Wealth Advisors, LLC | 71 | $33.6K | 0.00% | +1+1.4% | Added |
| Atticus Wealth Management, LLC | 75 | $35.5K | 0.01% | −40−34.8% | Reduced |
| West Paces Advisors Inc. | 75 | $35.5K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 80 | $37.9K | 0.01% | −1,082−93.1% | Reduced |
| UMA Financial Services, Inc. | 80 | $37.9K | 0.01% | +80 | New |
| Ogorek Anthony Joseph | 84 | $39.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 86 | $40.7K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 90 | $41.1K | 0.00% | +90 | New |
| Sugarloaf Wealth Management, LLC | 87 | $41.2K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 88 | $41.7K | 0.03% | +88 | New |
| Covestor Ltd | 91 | $43.0K | 0.03% | +16+21.3% | Added |
| Rise Advisors, LLC | 92 | $43.3K | 0.02% | +2+2.2% | Added |
| LRI Investments, LLC | 92 | $43.3K | 0.00% | −177−65.8% | Reduced |
| Albion Financial Group | 95 | $45.0K | 0.00% | +95 | New |
| Zions Bancorporation, N.A. | 99 | $46.9K | 0.00% | −95−49.0% | Reduced |
| MV Capital Management, Inc. | 100 | $47.3K | 0.01% | −1−1.0% | Reduced |
| Activest Wealth Management | 100 | $47.3K | 0.01% | +100 | New |
| Sachetta, LLC | 101 | $47.8K | 0.02% | +1+1.0% | Added |
| Compass Wealth Management LLC | 102 | $48.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $48.8K | 0.00% | −6−5.5% | Reduced |
| City State Bank | 106 | $50.2K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 106 | $50.3K | 0.00% | +3+2.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 112 | $53.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 113 | $53.5K | 0.00% | +113 | New |
| Advantage Trust Co | 114 | $54.0K | 0.03% | −19−14.3% | Reduced |
| Larson Financial Group LLC | 121 | $57.3K | 0.00% | +54+80.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 122 | $58.0K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $59.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 128 | $60.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 129 | $61.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 130 | $61.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $62.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 136 | $64.0K | 0.02% | +15+12.4% | Added |
| Mizuho Bank, Ltd. | 140 | $66.3K | 0.02% | +140 | New |
| Vision Financial Markets LLC | 141 | $66.7K | 0.07% | +141 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $71.0K | 0.02% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 150 | $71.0K | 0.06% | +150 | New |
| Princeton Global Asset Management LLC | 154 | $72.9K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 155 | $73.4K | 0.04% | +155 | New |
| Silvant Capital Management LLC | 157 | $74.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 158 | $74.8K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 159 | $75.3K | 0.03% | −51−24.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 169 | $80.0K | 0.06% | +58+52.3% | Added |
| Evelyn Partners Investment Management LLP | 170 | $80.5K | 0.00% | +170 | New |
| LGT Financial Advisors LLC | 175 | $82.8K | 0.18% | +175 | New |
| Coston, McIsaac & Partners | 181 | $85.0K | 0.03% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 180 | $85.0K | 0.00% | +180 | New |
| Sandy Spring Bank | 186 | $87.8K | 0.00% | +12+6.9% | Added |
| Kestra Investment Management, LLC | 191 | $90.2K | 0.00% | +191 | New |
| Deseret Mutual Benefit Administrators | 194 | $91.8K | 0.05% | −16−7.6% | Reduced |
| MB, Levis & Associates, LLC | 200 | $94.7K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 207 | $98.1K | 0.04% | −8−3.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 212 | $100.4K | 0.07% | −374−63.8% | Reduced |
| Group One Trading, L.P. | 213 | $100.8K | 0.00% | −1,395−86.8% | Reduced |
| TFC Financial Management | 216 | $102.3K | 0.02% | −15−6.5% | Reduced |
| Acropolis Investment Management, LLC | 228 | $107.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 233 | $110.3K | 0.02% | +157+206.6% | Added |
| Sound Income Strategies, LLC | 235 | $111.2K | 0.01% | −3−1.3% | Reduced |
| North Star Investment Management Corp. | 244 | $115.5K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 253 | $119.8K | 0.05% | −47−15.7% | Reduced |
| AdvisorNet Financial, Inc | 256 | $121.2K | 0.01% | −28−9.9% | Reduced |
| Morse Asset Management, Inc | 258 | $122.1K | 0.03% | +258 | New |
| Evergreen Private Wealth LLC | 258 | $122.2K | 0.06% | +1+0.4% | Added |
| Resources Management Corp | 266 | $126.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 267 | $126.4K | 0.02% | +267 | New |
| Geneos Wealth Management Inc. | 281 | $133.0K | 0.00% | +10+3.7% | Added |
| Ronald Blue Trust, Inc. | 283 | $134.0K | 0.00% | −1,202−80.9% | Reduced |
| Eastern Bank | 295 | $139.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 297 | $140.6K | 0.03% | −27−8.3% | Reduced |
| JNBA Financial Advisors | 300 | $142.0K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $142.0K | 0.11% | +300 | New |
| CoreCap Advisors, LLC | 304 | $143.9K | 0.01% | +8+2.7% | Added |
| Salem Investment Counselors Inc | 312 | $147.7K | 0.00% | −6−1.9% | Reduced |
| South State Corp. | 322 | $152.4K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 324 | $153.0K | 0.03% | +324 | New |
| Islay Capital Management, LLC | 324 | $153.4K | 0.11% | −69−17.6% | Reduced |
| TD Private Client Wealth LLC | 351 | $166.2K | 0.00% | −2,582−88.0% | Reduced |