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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 3,268 | $1.55M | 0.13% | +1,574+92.9% | Added |
| Savant Capital, LLC | 3,271 | $1.55M | 0.01% | +219+7.2% | Added |
| Round Hill Asset Management | 3,299 | $1.56M | 1.10% | −2,530−43.4% | Reduced |
| Lighthouse Investment Partners, LLC | 3,300 | $1.56M | 0.06% | +3,300 | New |
| Advisory Services Network, LLC | 3,308 | $1.57M | 0.03% | +123+3.9% | Added |
| Callan Family Office, LLC | 3,323 | $1.57M | 0.10% | +3,323 | New |
| Mystic Asset Management, Inc. | 3,348 | $1.58M | 0.43% | +348+11.6% | Added |
| SRS Capital Advisors, Inc. | 3,363 | $1.59M | 0.10% | +5+0.1% | Added |
| Everence Capital Management Inc | 3,375 | $1.60M | 0.10% | −1,100−24.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,096 | $1.62M | 0.00% | +408+15.2% | Added |
| Independent Advisor Alliance | 3,455 | $1.64M | 0.02% | +455+15.2% | Added |
| HM Payson & Co | 3,458 | $1.64M | 0.03% | +275+8.6% | Added |
| Private Advisor Group, LLC | 3,467 | $1.64M | 0.01% | −68−1.9% | Reduced |
| Olstein Capital Management, L.P. | 3,500 | $1.66M | 0.29% | −600−14.6% | Reduced |
| Bleakley Financial Group, LLC | 3,510 | $1.66M | 0.05% | +28+0.8% | Added |
| Robertson Stephens Wealth Management, LLC | 3,513 | $1.66M | 0.06% | −2,305−39.6% | Reduced |
| Bokf, NA | 3,677 | $1.66M | 0.03% | −150−3.9% | Reduced |
| Knollwood Investment Advisory, LLC | 3,561 | $1.69M | 0.18% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,571 | $1.69M | 0.06% | +20+0.6% | Added |
| Benjamin Edwards Inc | 3,589 | $1.70M | 0.02% | +465+14.9% | Added |
| Worldquant Millennium Advisors LLC | 3,624 | $1.72M | 0.01% | −29,335−89.0% | Reduced |
| Citizens Financial Group Inc | 3,624 | $1.72M | 0.03% | +144+4.1% | Added |
| Sequoia Financial Advisors, LLC | 3,651 | $1.73M | 0.02% | +424+13.1% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.74M | 0.71% | 00.0% | Unchanged |
| General Partner, Inc. | 3,695 | $1.75M | 1.05% | −500−11.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,703 | $1.75M | 0.03% | −10−0.3% | Reduced |
| TFR Capital, LLC. | 3,704 | $1.75M | 0.87% | +3,704 | New |
| Clearstead Advisors, LLC | 3,713 | $1.76M | 0.03% | −55−1.5% | Reduced |
| Merit Financial Group, LLC | 3,720 | $1.76M | 0.03% | +1,667+81.2% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.76M | 0.57% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,769 | $1.78M | 0.24% | +81+2.2% | Added |
| Marshall Financial Group LLC | 3,792 | $1.80M | 0.43% | +13+0.3% | Added |
| Meeder Advisory Services, Inc. | 3,889 | $1.84M | 0.11% | +34+0.9% | Added |
| Kornitzer Capital Management Inc | 3,895 | $1.84M | 0.04% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,908 | $1.85M | 0.15% | +17+0.4% | Added |
| Accent Capital Management, LLC | 3,930 | $1.86M | 1.07% | +10.0% | Added |
| Texas Yale Capital Corp. | 3,943 | $1.87M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,089 | $1.94M | 0.00% | −814−16.6% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 4,100 | $1.94M | 1.69% | +4,100 | New |
| Essex Savings Bank | 4,119 | $1.95M | 0.48% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 4,149 | $1.96M | 0.26% | −38−0.9% | Reduced |
| Leonteq Securities AG | 4,198 | $1.99M | 0.20% | +504+13.6% | Added |
| HighPoint Advisor Group LLC | 3,882 | $1.99M | 0.11% | +37+1.0% | Added |
| Hantz Financial Services, Inc. | 4,208 | $1.99M | 0.03% | +875+26.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,223 | $2.00M | 0.02% | −3,386−44.5% | Reduced |
| RSM US Wealth Management LLC | 4,312 | $2.04M | 0.03% | +842+24.3% | Added |
| IMS Capital Management | 4,323 | $2.05M | 0.95% | +15+0.3% | Added |
| Blue Edge Capital, LLC | 4,326 | $2.05M | 0.32% | −359−7.7% | Reduced |
| Parallel Advisors, LLC | 4,340 | $2.05M | 0.05% | +45+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 4,369 | $2.07M | 0.01% | −10,123−69.9% | Reduced |
| Dark Forest Capital Management LP | 4,404 | $2.08M | 0.31% | +2,982+209.7% | Added |
| Signaturefd, LLC | 4,468 | $2.12M | 0.04% | +44+1.0% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 4,477 | $2.12M | 0.07% | +2,975+198.1% | Added |
| Kirtland Hills Capital Management, LLC | 4,481 | $2.12M | 1.36% | +37+0.8% | Added |
| CIBC World Markets Inc. | 4,519 | $2.14M | 0.00% | −21,275−82.5% | Reduced |
| Guggenheim Capital LLC | 4,562 | $2.16M | 0.02% | +830+22.2% | Added |
| Lord, Abbett & Co. LLC | 4,571 | $2.16M | 0.01% | −48,509−91.4% | Reduced |
| Rossmore Private Capital | 4,600 | $2.18M | 0.27% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,614 | $2.18M | 0.05% | +176+4.0% | Added |
| Bessemer Group Inc | 4,619 | $2.19M | 0.00% | −13−0.3% | Reduced |
| Davenport & Co LLC | 4,667 | $2.21M | 0.01% | +402+9.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,725 | $2.24M | 0.07% | +3,296+230.7% | Added |
| Van Strum & Towne Inc. | 4,750 | $2.25M | 0.79% | +750+18.8% | Added |
| Beacon Investment Advisory Services, Inc. | 4,768 | $2.26M | 0.10% | +524+12.3% | Added |
| Vanderbilt University | 4,813 | $2.28M | 0.45% | −2,630−35.3% | Reduced |
| Kerusso Capital Management LLC | 4,836 | $2.29M | 1.46% | −3,531−42.2% | Reduced |
| Virtu Financial LLC | 4,866 | $2.30M | 0.12% | −10,746−68.8% | Reduced |
| Aigen Investment Management, LP | 4,866 | $2.30M | 0.41% | +4,866 | New |
| Allstate Corp | 4,879 | $2.31M | 0.07% | +4,879 | New |
| Exchange Capital Management, Inc. | 4,888 | $2.31M | 0.37% | −167−3.3% | Reduced |
| Walleye Capital LLC | 4,898 | $2.32M | 0.02% | −523−9.6% | Reduced |
| Blue Fin Capital, Inc. | 4,940 | $2.34M | 0.43% | +103+2.1% | Added |
| Brevan Howard Capital Management LP | 4,941 | $2.34M | 0.06% | +2,037+70.1% | Added |
| Diversified Trust Co | 4,945 | $2.34M | 0.06% | −59−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,948 | $2.34M | 0.05% | −16−0.3% | Reduced |
| Naples Global Advisors, LLC | 5,002 | $2.37M | 0.22% | −48−1.0% | Reduced |
| Saturna Capital CORP | 5,015 | $2.37M | 0.03% | −674−11.8% | Reduced |
| CenterBook Partners LP | 5,016 | $2.37M | 0.14% | −751−13.0% | Reduced |
| Walleye Trading LLC | 5,019 | $2.38M | 0.05% | −2,959−37.1% | Reduced |
| LMCG Investments, LLC | 5,048 | $2.39M | 0.15% | −528−9.5% | Reduced |
| Legacy Advisors, LLC | 5,099 | $2.41M | 0.23% | +3,254+176.4% | Added |
| Bryn Mawr Trust Co | 5,114 | $2.42M | 0.04% | −285−5.3% | Reduced |
| Picton Mahoney Asset Management | 5,120 | $2.42M | 0.09% | −690−11.9% | Reduced |
| Ossiam | 5,123 | $2.43M | 0.04% | −3,952−43.5% | Reduced |
| Nomura Holdings Inc | 5,131 | $2.43M | 0.01% | +5,131 | New |
| Miracle Mile Advisors, LLC | 5,169 | $2.45M | 0.05% | +1,085+26.6% | Added |
| Value Partners Investments Inc. | 5,220 | $2.47M | 1.39% | +182+3.6% | Added |
| Spire Wealth Management | 5,218 | $2.47M | 0.08% | +5,132+5,967.4% | Added |
| Cresset Asset Management, LLC | 5,273 | $2.50M | 0.01% | −13,187−71.4% | Reduced |
| Quest Partners LLC | 5,313 | $2.52M | 0.33% | −129−2.4% | Reduced |
| Sterling Investment Management, Inc. | 5,337 | $2.53M | 1.98% | −67−1.2% | Reduced |
| Vident Advisory, LLC | 5,351 | $2.53M | 0.04% | +318+6.3% | Added |
| Arete Wealth Advisors, LLC | 5,371 | $2.54M | 0.18% | +106+2.0% | Added |
| CAPROCK Group, Inc. | 5,380 | $2.55M | 0.08% | +5,380 | New |
| Empirical Finance, LLC | 5,394 | $2.55M | 0.15% | −62−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 5,467 | $2.59M | 0.19% | −7−0.1% | Reduced |
| Federated Hermes, Inc. | 5,478 | $2.59M | 0.01% | +3,582+188.9% | Added |
| Groupama Asset Managment | 5,478 | $2.59M | 0.05% | +5,478 | New |
| Ostrum Asset Management | 5,484 | $2.60M | 0.22% | −126−2.2% | Reduced |
| Ninety One SA (PTY) Ltd | 5,499 | $2.60M | 0.57% | +332+6.4% | Added |