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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 5,528 | $2.62M | 0.18% | −93−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,532 | $2.62M | 0.01% | +303+5.8% | Added |
| Linden Thomas Advisory Services, LLC | 5,558 | $2.63M | 0.33% | +775+16.2% | Added |
| Fortis Capital Management LLC | 5,708 | $2.70M | 0.50% | +66+1.2% | Added |
| Regions Financial Corp | 5,814 | $2.75M | 0.02% | −8−0.1% | Reduced |
| Applied Capital LLC | 5,853 | $2.77M | 2.18% | −75−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 5,859 | $2.77M | 0.02% | +832+16.6% | Added |
| Vestmark Advisory Solutions, Inc. | 5,888 | $2.79M | 0.10% | +625+11.9% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.79M | 1.92% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,976 | $2.83M | 1.76% | +143+2.5% | Added |
| Miura Global Management, LLC | 6,000 | $2.84M | 3.10% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 6,030 | $2.85M | 0.41% | −33−0.5% | Reduced |
| Trust Co of Toledo NA | 6,030 | $2.85M | 0.37% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,034 | $2.86M | 0.07% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,113 | $2.89M | 0.01% | −436−6.7% | Reduced |
| NewEdge Wealth, LLC | 6,140 | $2.91M | 0.05% | −106−1.7% | Reduced |
| Captrust Financial Advisors | 6,242 | $2.95M | 0.01% | +766+14.0% | Added |
| Van Den Berg Management I, Inc | 6,264 | $2.97M | 0.85% | −212−3.3% | Reduced |
| Huntington National Bank | 6,331 | $3.00M | 0.02% | +62+1.0% | Added |
| Siemens Fonds Invest GmbH | 6,345 | $3.00M | 0.31% | +120+1.9% | Added |
| Crewe Advisors LLC | 6,425 | $3.04M | 0.42% | −393−5.8% | Reduced |
| Commerce Bank | 6,512 | $3.08M | 0.02% | −19−0.3% | Reduced |
| Brinker Capital Investments, LLC | 6,531 | $3.09M | 0.03% | +27+0.4% | Added |
| Orion Portfolio Solutions, LLC | 6,531 | $3.09M | 0.03% | +27+0.4% | Added |
| Change Path, LLC | 6,579 | $3.11M | 0.10% | −194−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,581 | $3.12M | 0.01% | −238−3.5% | Reduced |
| Crawford Investment Counsel Inc | 6,620 | $3.13M | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 6,692 | $3.17M | 0.03% | −22−0.3% | Reduced |
| Sterling Capital Management LLC | 6,745 | $3.19M | 0.04% | +470+7.5% | Added |
| Alphinity Investment Management Pty Ltd | 6,747 | $3.19M | 0.02% | +2,421+56.0% | Added |
| Johnson Investment Counsel Inc | 6,833 | $3.23M | 0.03% | +104+1.5% | Added |
| Taika Capital, LP | 6,846 | $3.24M | 2.47% | +6,846 | New |
| Omers Administration Corp | 6,869 | $3.25M | 0.03% | +1,168+20.5% | Added |
| Syntegra Private Wealth Group, LLC | 6,908 | $3.27M | 0.37% | 00.0% | Unchanged |
| First National Bank of Omaha | 6,946 | $3.29M | 0.21% | −486−6.5% | Reduced |
| Inkwell Capital LLC | 6,959 | $3.29M | 3.52% | +6,959 | New |
| Bell Asset Management Ltd | 6,971 | $3.30M | 0.60% | −84−1.2% | Reduced |
| Boothbay Fund Management, LLC | 6,977 | $3.30M | 0.10% | +6,395+1,098.8% | Added |
| Kestra Private Wealth Services, LLC | 7,000 | $3.31M | 0.06% | +57+0.8% | Added |
| Graham Capital Management, L.P. | 7,000 | $3.31M | 0.10% | +7,000 | New |
| Connable Office Inc | 7,010 | $3.32M | 0.34% | −119−1.7% | Reduced |
| Norinchukin Bank, The | 7,020 | $3.32M | 0.07% | +565+8.8% | Added |
| First National Advisers, LLC | 7,021 | $3.32M | 0.54% | +267+4.0% | Added |
| ING Groep NV | 7,043 | $3.33M | 0.02% | −851−10.8% | Reduced |
| Slow Capital, Inc. | 7,111 | $3.37M | 0.48% | −169−2.3% | Reduced |
| PGGM Investments | 7,132 | $3.38M | 0.04% | +3,360+89.1% | Added |
| Sora Investors LLC | 7,143 | $3.38M | 0.38% | +7,143 | New |
| Wealthcare Advisory Partners LLC | 7,206 | $3.41M | 0.09% | −8−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,226 | $3.42M | 0.04% | −138−1.9% | Reduced |
| E. Ohman J:or Asset Management AB | 7,230 | $3.42M | 0.08% | +780+12.1% | Added |
| Unigestion Holding SA | 7,294 | $3.45M | 0.20% | +2,700+58.8% | Added |
| Dorsey Wright & Associates | 7,385 | $3.50M | 0.83% | +17+0.2% | Added |
| Chicago Partners Investment Group LLC | 7,433 | $3.51M | 0.12% | +234+3.3% | Added |
| Engineers Gate Manager LP | 7,477 | $3.54M | 0.06% | −11,434−60.5% | Reduced |
| Boston Trust Walden Corp | 7,480 | $3.54M | 0.02% | −45−0.6% | Reduced |
| Thrivent Financial for Lutherans | 7,491 | $3.55M | 0.01% | −22,611−75.1% | Reduced |
| New Mexico Educational Retirement Board | 7,492 | $3.55M | 0.12% | −200−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,538 | $3.56M | 0.01% | −616−7.6% | Reduced |
| Point72 Europe (London) LLP | 7,600 | $3.60M | 0.21% | −5,400−41.5% | Reduced |
| Yacktman Asset Management LP | 7,670 | $3.63M | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,720 | $3.65M | 0.00% | +1,996+34.9% | Added |
| Rehmann Capital Advisory Group | 7,765 | $3.68M | 0.23% | −34−0.4% | Reduced |
| Rathbone Brothers plc | 7,794 | $3.69M | 0.02% | +855+12.3% | Added |
| Pine Valley Investments Ltd Liability Co | 7,902 | $3.74M | 0.24% | −644−7.5% | Reduced |
| Citadel Investment Advisory, Inc. | 7,985 | $3.78M | 1.96% | +120+1.5% | Added |
| Harbor Advisors LLC | 8,000 | $3.79M | 0.59% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 8,056 | $3.81M | 0.15% | +835+11.6% | Added |
| Patton Fund Management, Inc. | 8,072 | $3.82M | 0.75% | −1,208−13.0% | Reduced |
| Atria Investments LLC | 8,075 | $3.82M | 0.05% | +289+3.7% | Added |
| Advisor Group Holdings, Inc. | 23,849 | $3.90M | 0.01% | +13,717+135.4% | Added |
| Wetherby Asset Management Inc | 8,248 | $3.90M | 0.19% | −14−0.2% | Reduced |
| Intech Investment Management LLC | 8,257 | $3.91M | 0.04% | −816−9.0% | Reduced |
| Motley Fool Asset Management LLC | 8,298 | $3.93M | 0.20% | +970+13.2% | Added |
| Bretton Capital Management, LLC | 8,300 | $3.93M | 3.78% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 8,321 | $3.94M | 0.01% | −16,903−67.0% | Reduced |
| United Capital Financial Advisers, LLC | 8,328 | $3.94M | 0.03% | +19+0.2% | Added |
| Securian Asset Management, Inc | 8,365 | $3.96M | 0.12% | −349−4.0% | Reduced |
| Louisiana State Employees Retirement System | 8,400 | $3.98M | 0.07% | −400−4.5% | Reduced |
| Whitebark Investors LP | 8,527 | $4.04M | 1.87% | +8,527 | New |
| Maryland State Retirement & Pension System | 8,558 | $4.05M | 0.09% | −466−5.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,577 | $4.06M | 0.18% | +202+2.4% | Added |
| Allianz SE | 8,590 | $4.07M | 0.11% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 8,685 | $4.11M | 0.10% | +2,398+38.1% | Added |
| iA Global Asset Management Inc. | 8,713 | $4.12M | 0.07% | −2,126−19.6% | Reduced |
| Sanctuary Advisors, LLC | 8,335 | $4.16M | 0.03% | +228+2.8% | Added |
| HRT Financial LP | 8,943 | $4.23M | 0.02% | +8,943 | New |
| Transamerica Financial Advisors, Inc. | 8,952 | $4.24M | 0.42% | −240−2.6% | Reduced |
| Two Sigma Advisers, LP | 9,000 | $4.26M | 0.01% | −108,900−92.4% | Reduced |
| Empowered Funds, LLC | 9,144 | $4.33M | 0.06% | +1,364+17.5% | Added |
| Glenview Trust Co | 9,226 | $4.37M | 0.08% | 00.0% | Unchanged |
| Atom Investors LP | 9,257 | $4.38M | 0.54% | +4,713+103.7% | Added |
| Keybank National Association | 9,308 | $4.41M | 0.02% | +132+1.4% | Added |
| Woodline Partners LP | 9,367 | $4.43M | 0.03% | +9,367 | New |
| Toroso Investments, LLC | 9,369 | $4.44M | 0.04% | −46,175−83.1% | Reduced |
| Ieq Capital, LLC | 9,379 | $4.44M | 0.04% | −14−0.1% | Reduced |
| Edgestream Partners, L.P. | 9,413 | $4.46M | 0.19% | +4,254+82.5% | Added |
| Windmill Hill Asset Management Ltd | 9,491 | $4.49M | 1.47% | +119+1.3% | Added |
| Hartford Investment Management Co | 9,623 | $4.56M | 0.15% | −232−2.4% | Reduced |
| Brown Brothers Harriman & Co | 9,643 | $4.56M | 0.03% | +6,156+176.5% | Added |
| Smith, Salley & Associates | 9,708 | $4.60M | 0.30% | +593+6.5% | Added |