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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 1,231 | $582.7K | 0.18% | −7−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 1,241 | $587.5K | 0.01% | +65+5.5% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $595.0K | 0.25% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,261 | $596.8K | 0.17% | −9−0.7% | Reduced |
| Cornerstone Advisory, LLC | 1,143 | $597.6K | 0.07% | +25+2.2% | Added |
| Fielder Capital Group LLC | 1,270 | $601.3K | 0.19% | +1,270 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,280 | $605.9K | 0.03% | −100−7.2% | Reduced |
| DeDora Capital, Inc. | 1,280 | $605.9K | 0.17% | −16−1.2% | Reduced |
| Empower Advisory Group, LLC | 1,280 | $605.9K | 0.00% | +76+6.3% | Added |
| DDD Partners, LLC | 1,292 | $611.6K | 0.08% | +1+0.1% | Added |
| Proficio Capital Partners LLC | 1,295 | $612.9K | 0.05% | +630+94.7% | Added |
| AE Wealth Management LLC | 1,300 | $615.6K | 0.01% | +113+9.5% | Added |
| Prosperity Consulting Group, LLC | 1,304 | $617.3K | 0.05% | +53+4.2% | Added |
| EP Wealth Advisors, LLC | 1,309 | $619.9K | 0.01% | +668+104.2% | Added |
| Charter Trust Co | 1,321 | $625.3K | 0.04% | −5−0.4% | Reduced |
| FineMark National Bank & Trust | 1,326 | $627.7K | 0.02% | −15−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,327 | $628.2K | 0.05% | +11+0.8% | Added |
| Fulton Bank, N.A. | 1,341 | $634.8K | 0.02% | +73+5.8% | Added |
| SkyView Investment Advisors, LLC | 1,343 | $636.0K | 0.10% | −4,955−78.7% | Reduced |
| Aptus Capital Advisors, LLC | 1,347 | $637.7K | 0.01% | +286+27.0% | Added |
| Snowden Capital Advisors LLC | 1,360 | $643.8K | 0.02% | +183+15.5% | Added |
| Mather Group, LLC. | 1,363 | $645.0K | 0.01% | −267−16.4% | Reduced |
| First Horizon Advisors, Inc. | 1,376 | $651.4K | 0.02% | −7−0.5% | Reduced |
| Aviso Financial Inc. | 1,387 | $656.6K | 0.03% | +18+1.3% | Added |
| KG&L Capital Management,LLC | 1,390 | $658.0K | 0.21% | +156+12.6% | Added |
| Advisory Alpha, LLC | 1,393 | $659.6K | 0.02% | +171+14.0% | Added |
| Smith Group Asset Management, LLC | 1,397 | $661.3K | 0.05% | +739+112.3% | Added |
| Argyle Capital Management Inc. | 1,400 | $662.7K | 0.26% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 1,403 | $664.0K | 0.02% | +172+14.0% | Added |
| Eqis Capital Management, Inc. | 1,425 | $674.6K | 0.06% | +196+15.9% | Added |
| GAMMA Investing LLC | 1,436 | $679.8K | 0.06% | +368+34.5% | Added |
| Circle Wealth Management, LLC | 1,448 | $685.4K | 0.01% | +17+1.2% | Added |
| Brave Asset Management Inc | 1,463 | $692.5K | 0.22% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,467 | $694.4K | 0.05% | −88−5.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,471 | $696.3K | 0.04% | +25+1.7% | Added |
| Fifth Third Wealth Advisors LLC | 1,503 | $711.5K | 0.04% | +32+2.2% | Added |
| Borer Denton & Associates, Inc. | 1,505 | $712.4K | 0.25% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,509 | $714.3K | 0.04% | +204+15.6% | Added |
| Sienna Gestion | 1,514 | $716.6K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,518 | $718.6K | 0.02% | −68−4.3% | Reduced |
| Quadrant Capital Group LLC | 1,522 | $720.5K | 0.05% | +47+3.2% | Added |
| Smart Money Group LLC | 1,527 | $722.7K | 0.25% | +42+2.8% | Added |
| OmniStar Financial Group, Inc. | 1,525 | $722.9K | 0.58% | −42−2.7% | Reduced |
| Ashton Thomas Securities, LLC | 1,534 | $727.1K | 0.20% | +38+2.5% | Added |
| Evercore Wealth Management, LLC | 1,540 | $729.0K | 0.01% | +1+0.1% | Added |
| Chronos Wealth Management, LLC | 1,550 | $733.7K | 0.37% | −54−3.4% | Reduced |
| Dodge & Cox | 1,566 | $741.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,571 | $744.0K | 0.00% | −10,222−86.7% | Reduced |
| Brookstone Capital Management | 1,575 | $745.4K | 0.01% | −36−2.2% | Reduced |
| Centiva Capital, LP | 1,578 | $747.0K | 0.03% | −1,065−40.3% | Reduced |
| Guardian Capital LP | 1,579 | $747.5K | 0.03% | +1,579 | New |
| Machina Capital S.A.S. | 1,588 | $751.7K | 0.32% | −3,327−67.7% | Reduced |
| Farther Finance Advisors, LLC | 1,588 | $751.8K | 0.03% | −56−3.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,591 | $753.1K | 0.02% | +489+44.4% | Added |
| Stamos Capital Partners, L.P. | 1,600 | $757.4K | 0.18% | +1,080+207.7% | Added |
| Cigna Investments Inc | 1,623 | $768.0K | 0.14% | −13−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,624 | $768.8K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 1,634 | $773.5K | 0.03% | −18−1.1% | Reduced |
| Westpac Banking Corp | 1,638 | $775.4K | 0.05% | −11−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 1,641 | $776.7K | 0.15% | −158−8.8% | Reduced |
| Summit Financial, LLC | 1,641 | $776.8K | 0.03% | +22+1.4% | Added |
| Ellevest, Inc. | 1,645 | $778.5K | 0.04% | +11+0.7% | Added |
| Farringdon Capital, Ltd. | 1,666 | $788.6K | 0.33% | +1,666 | New |
| Cornercap Investment Counsel Inc | 1,671 | $791.0K | 0.25% | +1,671 | New |
| Patton Albertson Miller Group, LLC | 1,673 | $791.9K | 0.11% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,676 | $793.0K | 0.06% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,689 | $799.5K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 1,651 | $800.1K | 0.05% | −59−3.5% | Reduced |
| Castle Rock Wealth Management, LLC | 1,547 | $808.8K | 0.19% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,717 | $812.8K | 0.07% | −8−0.5% | Reduced |
| NorthRock Partners, LLC | 1,728 | $818.0K | 0.03% | −60−3.4% | Reduced |
| IFP Advisors, Inc | 1,729 | $819.7K | 0.03% | −8−0.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,732 | $819.9K | 0.25% | +7+0.4% | Added |
| Syon Capital LLC | 1,733 | $820.4K | 0.07% | +67+4.0% | Added |
| Novem Group | 1,737 | $822.5K | 0.12% | +1,737 | New |
| High Net Worth Advisory Group LLC | 1,744 | $825.6K | 0.23% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,747 | $827.0K | 0.04% | −421−19.4% | Reduced |
| Geller Advisors LLC | 1,767 | $836.4K | 0.05% | +17+1.0% | Added |
| Valeo Financial Advisors, LLC | 1,772 | $838.8K | 0.02% | +8+0.5% | Added |
| Verdence Capital Advisors LLC | 1,779 | $842.1K | 0.07% | −215−10.8% | Reduced |
| Resurgent Financial Advisors LLC | 1,782 | $843.5K | 0.50% | +404+29.3% | Added |
| Institute for Wealth Management, LLC. | 1,784 | $844.5K | 0.11% | −8−0.4% | Reduced |
| GKV Capital Management Co., Inc. | 1,800 | $852.1K | 0.35% | +1,800 | New |
| Legato Capital Management LLC | 1,810 | $856.8K | 0.11% | −2,089−53.6% | Reduced |
| Trust Asset Management LLC | 1,820 | $861.5K | 0.07% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,831 | $867.0K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,840 | $870.8K | 0.01% | +28+1.5% | Added |
| Cornerstone Planning Group LLC | 1,755 | $870.8K | 0.21% | +4+0.2% | Added |
| Spinnaker Trust | 1,840 | $871.0K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,842 | $871.9K | 0.01% | −4,086−68.9% | Reduced |
| Spirepoint Private Client, LLC | 1,849 | $875.3K | 0.11% | −98−5.0% | Reduced |
| Fishman Jay A Ltd | 1,875 | $887.6K | 0.08% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,877 | $888.5K | 0.09% | −61−3.1% | Reduced |
| Whittier Trust Co | 1,886 | $892.8K | 0.01% | +33+1.8% | Added |
| SRN Advisors, LLC | 1,919 | $908.4K | 0.81% | −304−13.7% | Reduced |
| VisionPoint Advisory Group, LLC | 1,925 | $910.2K | 0.31% | −22−1.1% | Reduced |
| Evergreen Capital Management LLC | 1,934 | $915.5K | 0.03% | −1,040−35.0% | Reduced |
| Riversedge Advisors, LLC | 1,951 | $923.5K | 0.21% | +17+0.9% | Added |
| Choate Investment Advisors | 1,991 | $942.5K | 0.02% | +94+5.0% | Added |
| Enhancing Capital LLC | 2,000 | $946.7K | 0.75% | +2,000 | New |