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
- 1,302
- +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 | 1,415 | $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 |
|---|---|---|---|---|---|
| American National Bank | 854 | $404.3K | 0.05% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 854 | $404.5K | 0.33% | +3+0.4% | Added |
| Flputnam Investment Management Co | 855 | $404.8K | 0.01% | −2−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 862 | $408.1K | 0.07% | +13+1.5% | Added |
| Mutual Advisors, LLC | 853 | $408.7K | 0.01% | −11−1.3% | Reduced |
| Roanoke Asset Management Corp | 866 | $410.0K | 0.13% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 869 | $411.4K | 0.07% | −1,466−62.8% | Reduced |
| Aprio Wealth Management, LLC | 871 | $412.1K | 0.06% | +90+11.5% | Added |
| Fort Point Capital Partners LLC | 876 | $414.7K | 0.05% | −14−1.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 876 | $414.7K | 0.18% | +11+1.3% | Added |
| Canandaigua National Trust Co of Florida | 877 | $415.1K | 0.32% | +877 | New |
| Pinnacle Associates Ltd | 878 | $415.8K | 0.01% | +105+13.6% | Added |
| Great Valley Advisor Group, Inc. | 879 | $416.4K | 0.01% | −2−0.2% | Reduced |
| Bradley Foster & Sargent Inc | 885 | $418.9K | 0.01% | −188−17.5% | Reduced |
| Invesco, LLC | 893 | $422.7K | 0.17% | −38−4.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 900 | $424.4K | 0.18% | 00.0% | Unchanged |
| Shelton Capital Management | 901 | $426.5K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 902 | $427.0K | 0.09% | −2−0.2% | Reduced |
| Pitcairn Co | 904 | $427.9K | 0.03% | +3+0.3% | Added |
| Advisors Preferred, LLC | 908 | $429.3K | 0.07% | −208−18.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 907 | $429.3K | 0.03% | +64+7.6% | Added |
| RFG Advisory, LLC | 913 | $432.3K | 0.01% | −106−10.4% | Reduced |
| Pettee Investors, Inc. | 924 | $437.4K | 0.22% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 932 | $441.2K | 0.12% | +28+3.1% | Added |
| Auto-Owners Insurance Co | 933 | $441.7K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 933 | $441.7K | 0.04% | +933 | New |
| Atomi Financial Group, Inc. | 938 | $444.2K | 0.02% | +330+54.3% | Added |
| Sagespring Wealth Partners, LLC | 939 | $444.6K | 0.01% | +939 | New |
| Hanlon Investment Management, Inc. | 942 | $445.9K | 0.12% | +97+11.5% | Added |
| Moneta Group Investment Advisors LLC | 943 | $446.4K | 0.01% | −7−0.7% | Reduced |
| Tributary Capital Management, LLC | 945 | $447.3K | 0.03% | −45−4.5% | Reduced |
| Baxter Bros Inc | 949 | $449.2K | 0.06% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 955 | $452.1K | 0.02% | −230−19.4% | Reduced |
| New Century Financial Group, LLC | 945 | $452.8K | 0.19% | −67−6.6% | Reduced |
| Hutner Capital Management Inc | 959 | $454.0K | 0.22% | −10−1.0% | Reduced |
| ISAM Funds (UK) Ltd | 960 | $454.4K | 0.34% | −2,082−68.4% | Reduced |
| White Pine Capital LLC | 961 | $454.9K | 0.15% | −1−0.1% | Reduced |
| Correct Capital Wealth Management | 964 | $456.3K | 0.09% | +1+0.1% | Added |
| Shearwater Capital LLC | 964 | $456.4K | 0.31% | 00.0% | Unchanged |
| Promus Capital, LLC | 979 | $463.2K | 0.36% | +979 | New |
| Penobscot Investment Management Company, Inc. | 985 | $466.3K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 986 | $467.0K | 0.03% | −19−1.9% | Reduced |
| Mattern Capital Management, LLC | 988 | $467.7K | 0.06% | +52+5.6% | Added |
| Mesirow Financial Investment Management, Inc. | 986 | $469.8K | 0.01% | −157−13.7% | Reduced |
| Capital Advisors, Ltd. LLC | 993 | $470.0K | 0.06% | +9+0.9% | Added |
| Warren Averett Asset Management, LLC | 995 | $470.8K | 0.01% | +995 | New |
| Castleview Partners, LLC | 998 | $471.9K | 0.25% | +16+1.6% | Added |
| Beese Fulmer Investment Management, Inc. | 1,000 | $473.4K | 0.04% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,000 | $473.4K | 0.03% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,000 | $473.4K | 0.20% | +1,000 | New |
| Union Bancaire Privee, UBP SA | 995 | $474.4K | 0.01% | +995 | New |
| Howard Capital Management Inc. | 1,003 | $474.8K | 0.01% | +45+4.7% | Added |
| Graypoint LLC | 1,004 | $475.3K | 0.03% | +31+3.2% | Added |
| Relyea Zuckerberg Hanson LLC | 1,010 | $478.1K | 0.06% | +30+3.1% | Added |
| PDS Planning, Inc | 1,011 | $478.6K | 0.04% | −31−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 1,019 | $482.6K | 0.02% | +83+8.9% | Added |
| Broadleaf Partners, LLC | 1,020 | $482.8K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 1,001 | $485.1K | 0.00% | +43+4.5% | Added |
| Groupe la Francaise | 1,036 | $490.6K | 0.01% | +1,036 | New |
| Kesler, Norman & Wride, LLC | 1,038 | $491.5K | 0.11% | +1,038 | New |
| Carnegie Capital Asset Management, LLC | 1,043 | $493.7K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 1,046 | $495.1K | 0.02% | −3,403−76.5% | Reduced |
| DRW Securities, LLC | 1,050 | $497.0K | 0.03% | +1,050 | New |
| Mayfair Advisory Group, LLC | 1,051 | $497.3K | 0.29% | +1+0.1% | Added |
| Howland Capital Management LLC | 1,053 | $498.5K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,060 | $501.8K | 0.31% | +1,060 | New |
| Scientech Research LLC | 1,065 | $504.1K | 0.14% | −1,367−56.2% | Reduced |
| Stratos Wealth Advisors, LLC | 1,069 | $506.0K | 0.02% | −38−3.4% | Reduced |
| Cozad Asset Management Inc | 1,070 | $506.5K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,071 | $507.0K | 0.00% | +1,071 | New |
| Skopos Labs, Inc. | 1,088 | $515.0K | 0.15% | −6−0.5% | Reduced |
| International Assets Investment Management, LLC | 1,090 | $515.4K | 0.04% | −723,609−99.8% | Reduced |
| Virtus Investment Advisers, Inc. | 1,089 | $515.5K | 0.40% | +569+109.4% | Added |
| Crestmont Private Wealth LLC | 1,092 | $516.9K | 0.23% | +27+2.5% | Added |
| Cache Advisors, LLC | 1,096 | $518.8K | 0.22% | +1,096 | New |
| BSW Wealth Partners | 1,100 | $520.7K | 0.08% | +77+7.5% | Added |
| Wilkins Investment Counsel Inc | 1,100 | $520.7K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 1,106 | $523.5K | 0.02% | +328+42.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,703 | $526.0K | 0.09% | +2,066+44.6% | Added |
| CX Institutional | 1,113 | $526.9K | 0.02% | +25+2.3% | Added |
| Penserra Capital Management LLC | 1,134 | $535.0K | 0.01% | +379+50.2% | Added |
| Abacus Planning Group, Inc. | 1,131 | $535.4K | 0.09% | +4+0.4% | Added |
| Trust Co of Vermont | 1,145 | $542.0K | 0.03% | 00.0% | Unchanged |
| Promethium Advisors,llc | 1,146 | $542.5K | 0.37% | +59+5.4% | Added |
| Fidelis Capital Partners, LLC | 1,093 | $542.6K | 0.05% | +70+6.8% | Added |
| Legacy Capital Wealth Partners, LLC | 1,157 | $547.7K | 0.14% | −45−3.7% | Reduced |
| Schechter Investment Advisors, LLC | 1,160 | $548.9K | 0.04% | −37−3.1% | Reduced |
| Legacy Private Trust Co. | 1,160 | $549.1K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,162 | $550.1K | 0.41% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,177 | $557.2K | 0.01% | −328−21.8% | Reduced |
| Aaron Wealth Advisors | 1,180 | $558.6K | 0.06% | +57+5.1% | Added |
| Synovus Financial Corp | 1,185 | $560.9K | 0.01% | +102+9.4% | Added |
| HTLF Bank | 1,188 | $562.4K | 0.06% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,190 | $563.3K | 0.16% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,200 | $568.0K | 0.00% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,200 | $568.0K | 0.31% | +1,200 | New |
| RMB Capital Management, LLC | 1,208 | $571.8K | 0.01% | −81−6.3% | Reduced |
| Abn Amro Investment Solutions | 1,210 | $572.8K | 0.01% | −257−17.5% | Reduced |
| Plato Investment Management Ltd | 1,213 | $576.3K | 0.04% | +646+113.9% | Added |
| Haverford Trust Co | 1,226 | $580.4K | 0.01% | +3+0.2% | Added |