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 |
|---|---|---|---|---|---|
| Stonebridge Capital Management Inc | 2,000 | $947.0K | 0.39% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,020 | $956.1K | 0.03% | +87+4.5% | Added |
| Axq Capital, LP | 2,021 | $956.7K | 0.43% | +1,366+208.5% | Added |
| Beacon Pointe Advisors, LLC | 2,022 | $957.2K | 0.01% | −543−21.2% | Reduced |
| J. W. Coons Advisors, LLC | 2,028 | $960.0K | 0.25% | −18−0.9% | Reduced |
| Sentry LLC | 2,042 | $966.6K | 0.19% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 2,070 | $979.9K | 0.18% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 2,077 | $983.2K | 0.33% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,420 | $990.1K | 0.33% | +1,367+44.8% | Added |
| Napa Wealth Management | 2,109 | $998.3K | 0.43% | +2,109 | New |
| Smartleaf Asset Management LLC | 2,113 | $1.00M | 0.10% | +178+9.2% | Added |
| GWM Advisors LLC | 2,123 | $1.00M | 0.01% | +804+61.0% | Added |
| Panagora Asset Management Inc | 2,140 | $1.01M | 0.00% | +807+60.5% | Added |
| Maple Capital Management, Inc. | 2,156 | $1.02M | 0.08% | −26−1.2% | Reduced |
| Roberts Capital Advisors, LLC | 2,183 | $1.03M | 0.87% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,172 | $1.04M | 0.01% | +2,172 | New |
| Wedmont Private Capital | 2,294 | $1.04M | 0.05% | +157+7.3% | Added |
| Freestone Grove Partners LP | 2,196 | $1.04M | 0.01% | +2,196 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,109 | $1.05M | 0.01% | −25−1.2% | Reduced |
| Triangle Securities Wealth Management | 2,232 | $1.06M | 0.27% | −23−1.0% | Reduced |
| Umb Bank N A | 2,253 | $1.07M | 0.02% | −142−5.9% | Reduced |
| Oppenheimer & Co Inc | 2,253 | $1.07M | 0.02% | −138−5.8% | Reduced |
| LVW Advisors, LLC | 2,257 | $1.07M | 0.13% | −11−0.5% | Reduced |
| Baader Bank INC | 2,264 | $1.07M | 0.10% | −2,200−49.3% | Reduced |
| Chiron Investment Management, LLC | 2,265 | $1.07M | 0.36% | 00.0% | Unchanged |
| Benin Management CORP | 2,283 | $1.08M | 0.30% | +483+26.8% | Added |
| Cypress Capital Group | 2,290 | $1.08M | 0.13% | −1,035−31.1% | Reduced |
| Profund Advisors LLC | 2,301 | $1.09M | 0.04% | −183−7.4% | Reduced |
| MUFG Securities Americas Inc. | 2,301 | $1.09M | 0.14% | +2,301 | New |
| Lake Street Advisors Group, LLC | 2,316 | $1.10M | 0.05% | +32+1.4% | Added |
| Adviser Investments LLC | 2,341 | $1.11M | 0.01% | −122−5.0% | Reduced |
| Resources Investment Advisors, LLC. | 2,402 | $1.14M | 0.01% | −6,103−71.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,421 | $1.15M | 0.02% | −33−1.3% | Reduced |
| TownSquare Capital, LLC | 2,431 | $1.15M | 0.01% | +113+4.9% | Added |
| Redmond Asset Management, LLC | 2,442 | $1.16M | 0.29% | +74+3.1% | Added |
| Asset Management Group, Inc. | 2,445 | $1.16M | 0.21% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,463 | $1.17M | 0.58% | +165+7.2% | Added |
| Horizon Investments, LLC | 2,468 | $1.17M | 0.03% | +29+1.2% | Added |
| Threadgill Financial, LLC | 2,471 | $1.17M | 0.62% | +713+40.6% | Added |
| Capital Analysts, LLC | 2,475 | $1.17M | 0.05% | −9−0.4% | Reduced |
| Assetmark, Inc | 2,487 | $1.18M | 0.00% | +415+20.0% | Added |
| AlTi Global, Inc. | 2,485 | $1.18M | 0.03% | +209+9.2% | Added |
| First Hawaiian Bank | 2,511 | $1.19M | 0.04% | +7+0.3% | Added |
| Bahl & Gaynor Inc | 2,527 | $1.20M | 0.01% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,531 | $1.20M | 0.51% | −32−1.2% | Reduced |
| Anchor Investment Management, LLC | 2,532 | $1.20M | 0.11% | −520−17.0% | Reduced |
| Smithfield Trust Co | 2,542 | $1.20M | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,551 | $1.21M | 0.03% | +167+7.0% | Added |
| Washington Trust Advisors, Inc. | 2,555 | $1.21M | 0.10% | 00.0% | Unchanged |
| Key Financial Inc | 2,570 | $1.22M | 0.28% | +4+0.2% | Added |
| Pinnacle Financial Partners Inc | 2,602 | $1.23M | 0.03% | 00.0% | Unchanged |
| Tema ETFs LLC | 2,611 | $1.24M | 0.51% | +2,611 | New |
| Sepio Capital, LP | 2,638 | $1.25M | 0.10% | −246−8.5% | Reduced |
| Ballast Advisors LLC | 2,651 | $1.25M | 0.39% | +242+10.0% | Added |
| Loomis Sayles & Co L P | 2,675 | $1.27M | 0.00% | +1,624+154.5% | Added |
| Milestones Administradora de Recursos Ltda. | 2,680 | $1.27M | 0.65% | −1,800−40.2% | Reduced |
| Capital Investment Advisors, LLC | 2,726 | $1.29M | 0.03% | +2,726 | New |
| Simplex Trading, LLC | 2,729 | $1.29M | 0.04% | +608+28.7% | Added |
| Verition Fund Management LLC | 2,737 | $1.30M | 0.01% | +1,301+90.6% | Added |
| Evermay Wealth Management LLC | 2,742 | $1.30M | 0.20% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,757 | $1.31M | 0.18% | 00.0% | Unchanged |
| AXS Investments LLC | 2,757 | $1.31M | 0.36% | +80+3.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,766 | $1.31M | 0.05% | +93+3.5% | Added |
| Westbourne Investment Advisors, Inc. | 2,801 | $1.33M | 0.45% | −210−7.0% | Reduced |
| Avitas Wealth Management LLC | 2,803 | $1.33M | 0.18% | +22+0.8% | Added |
| Lecap Asset Management Ltd | 2,847 | $1.35M | 0.37% | −980−25.6% | Reduced |
| Central Trust Co | 2,873 | $1.36M | 0.03% | −144−4.8% | Reduced |
| Waldron Private Wealth LLC | 2,887 | $1.37M | 0.06% | +6+0.2% | Added |
| Monte Financial Group, LLC | 2,895 | $1.37M | 0.59% | −33−1.1% | Reduced |
| Rockline Wealth Management, LLC | 2,897 | $1.37M | 0.37% | +95+3.4% | Added |
| Great Lakes Retirement, Inc. | 2,904 | $1.37M | 0.18% | +171+6.3% | Added |
| Clark Capital Management Group, Inc. | 2,945 | $1.39M | 0.01% | −390−11.7% | Reduced |
| Boston Private Wealth LLC | 2,948 | $1.40M | 0.03% | +2,948 | New |
| Coldstream Capital Management Inc | 2,953 | $1.40M | 0.03% | +59+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,960 | $1.40M | 0.01% | +405+15.9% | Added |
| MAI Capital Management | 2,964 | $1.40M | 0.01% | +743+33.5% | Added |
| GeoWealth Management, LLC | 2,970 | $1.41M | 0.05% | +355+13.6% | Added |
| Sciencast Management LP | 2,982 | $1.41M | 0.39% | +2,982 | New |
| Frank, Rimerman Advisors LLC | 2,983 | $1.41M | 0.10% | −1,316−30.6% | Reduced |
| Vestcor Inc | 2,989 | $1.42M | 0.05% | −256−7.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 3,004 | $1.42M | 0.26% | −3−0.1% | Reduced |
| Wolverine Trading, LLC | 3,048 | $1.44M | 0.03% | −899−22.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,014 | $1.44M | 0.02% | +1,270+72.8% | Added |
| CWM, LLC | 3,087 | $1.46M | 0.01% | −21−0.7% | Reduced |
| CWA Asset Management Group, LLC | 3,095 | $1.47M | 0.07% | +74+2.4% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.47M | 0.25% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 3,105 | $1.47M | 0.41% | +338+12.2% | Added |
| V-Square Quantitative Management LLC | 3,111 | $1.47M | 0.21% | −19−0.6% | Reduced |
| Equitable Trust Co | 3,113 | $1.47M | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,113 | $1.47M | 0.11% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,127 | $1.48M | 0.20% | −2,658−45.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,128 | $1.48M | 0.01% | +76+2.5% | Added |
| Global Endowment Management, LP | 3,159 | $1.50M | 0.19% | +11+0.3% | Added |
| Bridges Investment Management Inc | 3,164 | $1.50M | 0.02% | −10.0% | Reduced |
| HB Wealth Management, LLC | 3,181 | $1.51M | 0.02% | +217+7.3% | Added |
| Capstone Investment Advisors, LLC | 3,187 | $1.51M | 0.01% | −589−15.6% | Reduced |
| D.A. Davidson & Co. | 3,206 | $1.52M | 0.01% | +326+11.3% | Added |
| Park Avenue Securities LLC | 3,212 | $1.52M | 0.02% | +78+2.5% | Added |
| Harbert Fund Advisors, Inc. | 3,250 | $1.54M | 1.34% | +1,100+51.2% | Added |
| Shilanski & Associates, Inc. | 3,253 | $1.54M | 0.49% | −139−4.1% | Reduced |