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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 351 | $166.2K | 0.02% | +8+2.3% | Added |
| Catalyst Capital Advisors LLC | 363 | $171.8K | 0.00% | +288+384.0% | Added |
| Stance Capital LLC | 388 | $183.7K | 0.11% | +388 | New |
| WPG Advisers, LLC | 391 | $185.1K | 0.17% | +391 | New |
| Cary Street Partners Financial LLC | 393 | $186.0K | 0.01% | +393 | New |
| Birchbrook, Inc. | 400 | $189.3K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 402 | $190.1K | 0.02% | −11−2.7% | Reduced |
| Clean Yield Group | 402 | $190.3K | 0.06% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 415 | $196.4K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 421 | $199.3K | 0.03% | +421 | New |
| Global Retirement Partners, LLC | 422 | $199.7K | 0.01% | −13−3.0% | Reduced |
| Gilbert & Cook, Inc. | 423 | $200.2K | 0.03% | +423 | New |
| Baron Wealth Management LLC | 427 | $202.2K | 0.10% | +427 | New |
| Avidian Wealth Solutions, LLC | 427 | $202.2K | 0.01% | +427 | New |
| Prelude Capital Management, LLC | 428 | $202.6K | 0.02% | +428 | New |
| Grove Bank & Trust | 432 | $204.5K | 0.03% | +51+13.4% | Added |
| Savvy Advisors, Inc. | 432 | $204.7K | 0.02% | +432 | New |
| Convergence Financial, LLC | 441 | $208.8K | 0.04% | −25−5.4% | Reduced |
| Wealth Advisory Solutions, LLC | 446 | $211.1K | 0.06% | +446 | New |
| Chesapeake Wealth Management | 450 | $213.0K | 0.07% | −75−14.3% | Reduced |
| Advus Financial Partners, LLC | 451 | $213.5K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 451 | $213.5K | 0.04% | +22+5.1% | Added |
| Rossby Financial, LCC | 451 | $213.5K | 0.14% | +451 | New |
| Harbour Investments, Inc. | 456 | $215.9K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 459 | $217.0K | 0.00% | −26−5.4% | Reduced |
| Journey Strategic Wealth LLC | 459 | $217.3K | 0.01% | +2+0.4% | Added |
| Human Investing LLC | 461 | $218.0K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 462 | $218.5K | 0.13% | +462 | New |
| Edge Financial Advisors LLC | 463 | $219.1K | 0.20% | −41−8.1% | Reduced |
| Allen Capital Group, LLC | 463 | $219.2K | 0.03% | +463 | New |
| Ewa, LLC | 464 | $219.8K | 0.08% | −11−2.3% | Reduced |
| Massmutual Trust Co FSB | 468 | $221.5K | 0.01% | +2+0.4% | Added |
| Private Trust Co NA | 469 | $222.0K | 0.02% | −29−5.8% | Reduced |
| Brave Warrior Advisors, LLC | 471 | $223.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 471 | $223.0K | 0.13% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 471 | $223.2K | 0.00% | +471 | New |
| Marcum Wealth, LLC | 474 | $224.4K | 0.02% | +3+0.6% | Added |
| Tocqueville Asset Management L.P. | 475 | $224.9K | 0.00% | +5+1.1% | Added |
| William Howard & Co Financial Advisors Inc | 475 | $225.0K | 0.20% | 00.0% | Unchanged |
| CVA Family Office, LLC | 483 | $228.6K | 0.04% | +19+4.1% | Added |
| Compton Wealth Advisory Group, LLC | 484 | $229.1K | 0.06% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 486 | $230.1K | 0.01% | +486 | New |
| USA Financial Portformulas Corp | 491 | $232.4K | 0.04% | +491 | New |
| WSFS Capital Management, LLC | 491 | $232.7K | 0.01% | −80−14.0% | Reduced |
| TCI Wealth Advisors, Inc. | 493 | $233.4K | 0.02% | −3−0.6% | Reduced |
| Level Four Advisory Services, LLC | 494 | $234.2K | 0.01% | −115−18.9% | Reduced |
| Fire Capital Management LLC | 495 | $234.3K | 0.17% | +495 | New |
| Baker Tilly Wealth Management, LLC | 496 | $234.8K | 0.09% | +21+4.4% | Added |
| D'Orazio & Associates, Inc. | 499 | $236.2K | 0.03% | +7+1.4% | Added |
| Burke & Herbert Bank & Trust Co | 500 | $236.7K | 0.06% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 500 | $236.7K | 0.20% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 500 | $236.7K | 0.02% | +500 | New |
| Garrison Point Advisors, LLC | 500 | $236.7K | 0.11% | +500 | New |
| Valmark Advisers, Inc. | 503 | $238.1K | 0.00% | +29+6.1% | Added |
| Family Firm, Inc. | 504 | $238.6K | 0.05% | +1+0.2% | Added |
| Panoramic Capital Partners, LLC | 508 | $240.5K | 0.21% | +508 | New |
| Crestwood Advisors Group LLC | 508 | $240.6K | 0.00% | +67+15.2% | Added |
| Wick Capital Partners, LLC | 510 | $241.3K | 0.07% | 00.0% | Unchanged |
| 626 Financial, LLC | 510 | $241.4K | 0.13% | −230−31.1% | Reduced |
| Alpha Cubed Investments, LLC | 511 | $241.9K | 0.01% | −22−4.1% | Reduced |
| Alta Advisers Ltd | 511 | $241.9K | 0.15% | +11+2.2% | Added |
| Principle Wealth Partners LLC | 525 | $248.6K | 0.02% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 528 | $249.9K | 0.11% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 531 | $251.4K | 0.03% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 533 | $252.3K | 0.10% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 533 | $252.3K | 0.06% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 534 | $252.8K | 0.67% | +534 | New |
| Cypress Asset Management Inc | 535 | $253.3K | 0.06% | −5−0.9% | Reduced |
| MONECO Advisors, LLC | 535 | $253.3K | 0.03% | +76+16.6% | Added |
| Keel Point, LLC | 535 | $253.3K | 0.02% | −43−7.4% | Reduced |
| J2 Capital Management Inc | 537 | $254.2K | 0.24% | +537 | New |
| Sharkey, Howes & Javer | 538 | $254.7K | 0.04% | 00.0% | Unchanged |
| Dearborn Partners LLC | 546 | $258.5K | 0.01% | +546 | New |
| GWN Securities Inc. | 534 | $261.5K | 0.07% | +534 | New |
| Busey Wealth Management | 557 | $263.7K | 0.01% | +8+1.5% | Added |
| Rice Hall James & Associates, LLC | 558 | $264.1K | 0.01% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 558 | $264.1K | 0.06% | +10+1.8% | Added |
| EverSource Wealth Advisors, LLC | 559 | $264.8K | 0.01% | +28+5.3% | Added |
| Harvest Fund Management Co., Ltd | 560 | $265.0K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 560 | $265.1K | 0.26% | +560 | New |
| Stratos Wealth Partners, LTD. | 560 | $265.3K | 0.00% | −2−0.4% | Reduced |
| Wayfinding Financial, LLC | 563 | $266.0K | 0.14% | +563 | New |
| Campbell & CO Investment Adviser LLC | 562 | $266.0K | 0.02% | −11,543−95.4% | Reduced |
| Trust Point Inc. | 563 | $266.5K | 0.02% | +39+7.4% | Added |
| Diametric Capital, LP | 564 | $267.0K | 0.18% | +564 | New |
| denkapparat Operations GmbH | 574 | $271.7K | 0.40% | +574 | New |
| OLIO Financial Planning | 574 | $271.9K | 0.10% | −1,550−73.0% | Reduced |
| Boston Family Office LLC | 576 | $273.0K | 0.02% | +100+21.0% | Added |
| Tyche Wealth Partners LLC | 577 | $273.0K | 0.06% | +1+0.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 579 | $274.0K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 580 | $274.6K | 0.00% | +534+1,160.9% | Added |
| Kathmere Capital Management, LLC | 581 | $275.1K | 0.02% | −8−1.4% | Reduced |
| Stanley-Laman Group, Ltd. | 582 | $275.5K | 0.04% | −2−0.3% | Reduced |
| Little House Capital LLC | 591 | $279.8K | 0.08% | −25−4.1% | Reduced |
| L2 Asset Management, LLC | 593 | $280.7K | 0.06% | −130−18.0% | Reduced |
| SBI Securities Co., Ltd. | 594 | $281.2K | 0.01% | +594 | New |
| Nebula Research & Development LLC | 595 | $281.7K | 0.03% | +126+26.9% | Added |
| WMS Partners, LLC | 595 | $281.7K | 0.02% | +595 | New |
| Ashton Thomas Private Wealth, LLC | 597 | $282.6K | 0.01% | +597 | New |
| Wedbush Securities Inc | 597 | $283.0K | 0.01% | +597 | New |