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 |
|---|---|---|---|---|---|
| HWG Holdings LP | 9,909 | $4.69M | 1.54% | −858−8.0% | Reduced |
| Insight Wealth Strategies, LLC | 9,905 | $4.69M | 0.63% | −262−2.6% | Reduced |
| Smith, Salley & Associates | 9,708 | $4.60M | 0.30% | +593+6.5% | Added |
| Brown Brothers Harriman & Co | 9,643 | $4.56M | 0.03% | +6,156+176.5% | Added |
| Hartford Investment Management Co | 9,623 | $4.56M | 0.15% | −232−2.4% | Reduced |
| Windmill Hill Asset Management Ltd | 9,491 | $4.49M | 1.47% | +119+1.3% | Added |
| Edgestream Partners, L.P. | 9,413 | $4.46M | 0.19% | +4,254+82.5% | Added |
| Ieq Capital, LLC | 9,379 | $4.44M | 0.04% | −14−0.1% | Reduced |
| Toroso Investments, LLC | 9,369 | $4.44M | 0.04% | −46,175−83.1% | Reduced |
| Woodline Partners LP | 9,367 | $4.43M | 0.03% | +9,367 | New |
| Keybank National Association | 9,308 | $4.41M | 0.02% | +132+1.4% | Added |
| Atom Investors LP | 9,257 | $4.38M | 0.54% | +4,713+103.7% | Added |
| Glenview Trust Co | 9,226 | $4.37M | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 9,144 | $4.33M | 0.06% | +1,364+17.5% | Added |
| Two Sigma Advisers, LP | 9,000 | $4.26M | 0.01% | −108,900−92.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,952 | $4.24M | 0.42% | −240−2.6% | Reduced |
| HRT Financial LP | 8,943 | $4.23M | 0.02% | +8,943 | New |
| Sanctuary Advisors, LLC | 8,335 | $4.16M | 0.03% | +228+2.8% | Added |
| iA Global Asset Management Inc. | 8,713 | $4.12M | 0.07% | −2,126−19.6% | Reduced |
| NEOS Investment Management LLC | 8,685 | $4.11M | 0.10% | +2,398+38.1% | Added |
| Allianz SE | 8,590 | $4.07M | 0.11% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 8,577 | $4.06M | 0.18% | +202+2.4% | Added |
| Maryland State Retirement & Pension System | 8,558 | $4.05M | 0.09% | −466−5.2% | Reduced |
| Whitebark Investors LP | 8,527 | $4.04M | 1.87% | +8,527 | New |
| Louisiana State Employees Retirement System | 8,400 | $3.98M | 0.07% | −400−4.5% | Reduced |
| Securian Asset Management, Inc | 8,365 | $3.96M | 0.12% | −349−4.0% | Reduced |
| United Capital Financial Advisers, LLC | 8,328 | $3.94M | 0.03% | +19+0.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 8,321 | $3.94M | 0.01% | −16,903−67.0% | Reduced |
| Bretton Capital Management, LLC | 8,300 | $3.93M | 3.78% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 8,298 | $3.93M | 0.20% | +970+13.2% | Added |
| Intech Investment Management LLC | 8,257 | $3.91M | 0.04% | −816−9.0% | Reduced |
| Wetherby Asset Management Inc | 8,248 | $3.90M | 0.19% | −14−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 23,849 | $3.90M | 0.01% | +13,717+135.4% | Added |
| Atria Investments LLC | 8,075 | $3.82M | 0.05% | +289+3.7% | Added |
| Patton Fund Management, Inc. | 8,072 | $3.82M | 0.75% | −1,208−13.0% | Reduced |
| Vinva Investment Management Ltd | 8,056 | $3.81M | 0.15% | +835+11.6% | Added |
| Harbor Advisors LLC | 8,000 | $3.79M | 0.59% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 7,985 | $3.78M | 1.96% | +120+1.5% | Added |
| Pine Valley Investments Ltd Liability Co | 7,902 | $3.74M | 0.24% | −644−7.5% | Reduced |
| Rathbone Brothers plc | 7,794 | $3.69M | 0.02% | +855+12.3% | Added |
| Rehmann Capital Advisory Group | 7,765 | $3.68M | 0.23% | −34−0.4% | Reduced |
| Jones Financial Companies LLLP | 7,720 | $3.65M | 0.00% | +1,996+34.9% | Added |
| Yacktman Asset Management LP | 7,670 | $3.63M | 0.04% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 7,600 | $3.60M | 0.21% | −5,400−41.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,538 | $3.56M | 0.01% | −616−7.6% | 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 |
| Boston Trust Walden Corp | 7,480 | $3.54M | 0.02% | −45−0.6% | Reduced |
| Engineers Gate Manager LP | 7,477 | $3.54M | 0.06% | −11,434−60.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,433 | $3.51M | 0.12% | +234+3.3% | Added |
| Dorsey Wright & Associates | 7,385 | $3.50M | 0.83% | +17+0.2% | Added |
| Unigestion Holding SA | 7,294 | $3.45M | 0.20% | +2,700+58.8% | Added |
| E. Ohman J:or Asset Management AB | 7,230 | $3.42M | 0.08% | +780+12.1% | Added |
| Williams Jones Wealth Management, LLC. | 7,226 | $3.42M | 0.04% | −138−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 7,206 | $3.41M | 0.09% | −8−0.1% | Reduced |
| Sora Investors LLC | 7,143 | $3.38M | 0.38% | +7,143 | New |
| PGGM Investments | 7,132 | $3.38M | 0.04% | +3,360+89.1% | Added |
| Slow Capital, Inc. | 7,111 | $3.37M | 0.48% | −169−2.3% | Reduced |
| ING Groep NV | 7,043 | $3.33M | 0.02% | −851−10.8% | Reduced |
| First National Advisers, LLC | 7,021 | $3.32M | 0.54% | +267+4.0% | Added |
| Norinchukin Bank, The | 7,020 | $3.32M | 0.07% | +565+8.8% | Added |
| Connable Office Inc | 7,010 | $3.32M | 0.34% | −119−1.7% | Reduced |
| 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 |
| Boothbay Fund Management, LLC | 6,977 | $3.30M | 0.10% | +6,395+1,098.8% | Added |
| Bell Asset Management Ltd | 6,971 | $3.30M | 0.60% | −84−1.2% | Reduced |
| Inkwell Capital LLC | 6,959 | $3.29M | 3.52% | +6,959 | New |
| First National Bank of Omaha | 6,946 | $3.29M | 0.21% | −486−6.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,908 | $3.27M | 0.37% | 00.0% | Unchanged |
| Omers Administration Corp | 6,869 | $3.25M | 0.03% | +1,168+20.5% | Added |
| Taika Capital, LP | 6,846 | $3.24M | 2.47% | +6,846 | New |
| Johnson Investment Counsel Inc | 6,833 | $3.23M | 0.03% | +104+1.5% | Added |
| Alphinity Investment Management Pty Ltd | 6,747 | $3.19M | 0.02% | +2,421+56.0% | Added |
| Sterling Capital Management LLC | 6,745 | $3.19M | 0.04% | +470+7.5% | Added |
| Greenleaf Trust | 6,692 | $3.17M | 0.03% | −22−0.3% | Reduced |
| Crawford Investment Counsel Inc | 6,620 | $3.13M | 0.06% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,581 | $3.12M | 0.01% | −238−3.5% | Reduced |
| Change Path, LLC | 6,579 | $3.11M | 0.10% | −194−2.9% | 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 |
| Commerce Bank | 6,512 | $3.08M | 0.02% | −19−0.3% | Reduced |
| Crewe Advisors LLC | 6,425 | $3.04M | 0.42% | −393−5.8% | Reduced |
| Siemens Fonds Invest GmbH | 6,345 | $3.00M | 0.31% | +120+1.9% | Added |
| Huntington National Bank | 6,331 | $3.00M | 0.02% | +62+1.0% | Added |
| Van Den Berg Management I, Inc | 6,264 | $2.97M | 0.85% | −212−3.3% | Reduced |
| Captrust Financial Advisors | 6,242 | $2.95M | 0.01% | +766+14.0% | Added |
| NewEdge Wealth, LLC | 6,140 | $2.91M | 0.05% | −106−1.7% | Reduced |
| Tiaa Trust, National Association | 6,113 | $2.89M | 0.01% | −436−6.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,034 | $2.86M | 0.07% | 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 |
| Miura Global Management, LLC | 6,000 | $2.84M | 3.10% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,976 | $2.83M | 1.76% | +143+2.5% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.79M | 1.92% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,888 | $2.79M | 0.10% | +625+11.9% | Added |
| TD Waterhouse Canada Inc. | 5,859 | $2.77M | 0.02% | +832+16.6% | Added |
| Applied Capital LLC | 5,853 | $2.77M | 2.18% | −75−1.3% | Reduced |
| Regions Financial Corp | 5,814 | $2.75M | 0.02% | −8−0.1% | Reduced |
| Fortis Capital Management LLC | 5,708 | $2.70M | 0.50% | +66+1.2% | Added |
| Linden Thomas Advisory Services, LLC | 5,558 | $2.63M | 0.33% | +775+16.2% | Added |