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; 1,415 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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 600 | $284.0K | 0.06% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $284.0K | 0.05% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 600 | $284.0K | 0.07% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 600 | $284.0K | 0.15% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $284.0K | 0.03% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 600 | $284.0K | 0.12% | +600 | New |
| HCR Wealth Advisors | 602 | $285.0K | 0.04% | +2+0.3% | Added |
| Wulff, Hansen & Co. | 605 | $286.4K | 0.27% | −60−9.0% | Reduced |
| Childress Capital Advisors, LLC | 605 | $286.4K | 0.08% | −7−1.1% | Reduced |
| Morris Financial Concepts, Inc. | 605 | $286.4K | 0.12% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 605 | $286.5K | 0.02% | −4−0.7% | Reduced |
| Sage Mountain Advisors LLC | 606 | $286.8K | 0.02% | −73−10.8% | Reduced |
| Claret Asset Management Corp | 607 | $287.0K | 0.05% | +4+0.7% | Added |
| Invictus Private Wealth, LLC | 610 | $288.8K | 0.02% | −144−19.1% | Reduced |
| Simon Quick Advisors, LLC | 610 | $288.8K | 0.02% | +78+14.7% | Added |
| Magnus Financial Group LLC | 613 | $290.2K | 0.03% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 618 | $292.7K | 0.01% | +26+4.4% | Added |
| Twin Lakes Capital Management, LLC | 619 | $293.2K | 0.19% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 620 | $293.5K | 0.01% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 621 | $294.0K | 0.00% | +117+23.2% | Added |
| Great Lakes Advisors, LLC | 624 | $295.4K | 0.00% | −74−10.6% | Reduced |
| Meridian Wealth Management, LLC | 625 | $295.7K | 0.01% | +183+41.4% | Added |
| Howe & Rusling Inc | 625 | $295.9K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 608 | $296.5K | 0.02% | +608 | New |
| Net Worth Advisory Group | 634 | $300.3K | 0.09% | −15−2.3% | Reduced |
| EWG Elevate Inc. | 636 | $301.1K | 0.09% | +13+2.1% | Added |
| Accurate Wealth Management, LLC | 668 | $302.5K | 0.06% | +100+17.6% | Added |
| Dunhill Financial, LLC | 642 | $303.8K | 0.14% | +8+1.3% | Added |
| Saybrook Capital | 643 | $304.4K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 643 | $304.4K | 0.01% | +1+0.2% | Added |
| Winslow Capital Management, LLC | 644 | $304.9K | 0.00% | −66−9.3% | Reduced |
| Cherokee Insurance Co | 650 | $307.7K | 0.14% | +650 | New |
| Flagship Harbor Advisors, LLC | 651 | $308.0K | 0.02% | +1+0.2% | Added |
| Sentry Investment Management LLC | 654 | $310.0K | 0.15% | −107−14.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 659 | $312.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 659 | $312.0K | 0.02% | +18+2.8% | Added |
| AMJ Financial Wealth Management | 659 | $312.0K | 0.09% | +659 | New |
| Everpar Advisors LLC | 661 | $312.9K | 0.16% | −26−3.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 665 | $314.8K | 0.01% | −3,745−84.9% | Reduced |
| Atala Financial Inc | 669 | $316.7K | 0.22% | +669 | New |
| West Family Investments, Inc. | 675 | $319.5K | 0.11% | −6−0.9% | Reduced |
| Plotkin Financial Advisors, LLC | 677 | $320.5K | 0.19% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 678 | $320.9K | 0.12% | −3−0.4% | Reduced |
| Rothschild Investment LLC | 681 | $322.4K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 685 | $324.3K | 0.00% | −3,121−82.0% | Reduced |
| Vista Wealth Management Group, LLC | 686 | $324.9K | 0.02% | +26+3.9% | Added |
| Angeles Investment Advisors, LLC | 690 | $326.6K | 0.02% | −51−6.9% | Reduced |
| Hilltop Holdings Inc. | 691 | $326.6K | 0.02% | +44+6.8% | Added |
| Ascent Group, LLC | 693 | $328.0K | 0.02% | +106+18.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 697 | $329.9K | 0.05% | +3+0.4% | Added |
| NBT Bank N A | 698 | $330.4K | 0.02% | 00.0% | Unchanged |
| Entropy Technologies, LP | 700 | $331.4K | 0.03% | −5,184−88.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $331.5K | 0.13% | −300−30.0% | Reduced |
| Optimize Financial Inc | 701 | $331.8K | 0.25% | +701 | New |
| Gryphon Financial Partners LLC | 705 | $333.8K | 0.05% | −362−33.9% | Reduced |
| Gladstone Institutional Advisory LLC | 712 | $337.0K | 0.02% | +6+0.8% | Added |
| Capital Group Private Client Services, Inc. | 715 | $338.5K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 717 | $339.4K | 0.12% | −1,000−58.2% | Reduced |
| Delta Investment Management, LLC | 719 | $340.2K | 0.07% | +1+0.1% | Added |
| Forum Financial Management, LP | 722 | $341.8K | 0.01% | +105+17.0% | Added |
| FourThought Financial Partners, LLC | 722 | $342.0K | 0.04% | +722 | New |
| Cyndeo Wealth Partners, LLC | 723 | $342.2K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 733 | $347.0K | 0.02% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 741 | $350.8K | 0.19% | +741 | New |
| Carson Advisory Inc. | 741 | $350.8K | 0.24% | +21+2.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 741 | $350.9K | 0.01% | +741 | New |
| Silvia McColl Wealth Management, LLC | 742 | $351.2K | 0.26% | 00.0% | Unchanged |
| McLean Asset Management Corp | 742 | $351.5K | 0.11% | +6+0.8% | Added |
| 111 Capital | 743 | $351.7K | 0.07% | +743 | New |
| Integrated Advisors Network LLC | 745 | $352.7K | 0.02% | +56+8.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 746 | $353.2K | 0.06% | +23+3.2% | Added |
| Golden State Equity Partners | 748 | $354.1K | 0.07% | −647−46.4% | Reduced |
| Independence Bank of Kentucky | 758 | $358.8K | 0.06% | 00.0% | Unchanged |
| Simmons Bank | 759 | $359.3K | 0.03% | −15−1.9% | Reduced |
| Values Added Financial LLC | 764 | $361.7K | 0.21% | +14+1.9% | Added |
| Highland Capital Management, LLC | 773 | $365.9K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 773 | $365.9K | 0.03% | +9+1.2% | Added |
| Heritage Trust Co | 775 | $366.9K | 0.04% | +775 | New |
| Close Asset Management Ltd | 775 | $367.0K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 782 | $370.2K | 0.01% | +60+8.3% | Added |
| Fenimore Asset Management Inc | 787 | $372.5K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 793 | $375.4K | 0.03% | +66+9.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 795 | $376.3K | 0.04% | +1+0.1% | Added |
| GSB Wealth Management, LLC | 796 | $376.8K | 0.10% | +2+0.3% | Added |
| Banco BTG Pactual S.A. | 800 | $378.3K | 0.09% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 800 | $378.7K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 800 | $378.7K | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 800 | $378.7K | 0.44% | +800 | New |
| Balboa Wealth Partners | 806 | $381.6K | 0.09% | +3+0.4% | Added |
| Boltwood Capital Management | 810 | $383.4K | 0.12% | 00.0% | Unchanged |
| Addison Advisors LLC | 811 | $383.9K | 0.11% | −5−0.6% | Reduced |
| Baldwin Brothers Inc | 815 | $385.8K | 0.03% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 815 | $385.8K | 0.11% | +815 | New |
| Manchester Capital Management LLC | 817 | $386.7K | 0.04% | −1−0.1% | Reduced |
| Two Sigma Securities, LLC | 819 | $387.7K | 0.07% | −1,428−63.6% | Reduced |
| Western Wealth Management, LLC | 822 | $389.1K | 0.02% | −20−2.4% | Reduced |
| TCG Advisory Services, LLC | 832 | $393.8K | 0.02% | +832 | New |
| D.B. Root & Company, LLC | 841 | $398.1K | 0.13% | +9+1.1% | Added |
| Concurrent Investment Advisors, LLC | 842 | $398.7K | 0.01% | −58−6.4% | Reduced |
| Outlook Wealth Advisors, LLC | 851 | $402.9K | 0.12% | −19−2.2% | Reduced |