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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 5,532 | $2.62M | 0.01% | +303+5.8% | Added |
| MCF Advisors LLC | 5,528 | $2.62M | 0.18% | −93−1.7% | Reduced |
| Ninety One SA (PTY) Ltd | 5,499 | $2.60M | 0.57% | +332+6.4% | Added |
| Ostrum Asset Management | 5,484 | $2.60M | 0.22% | −126−2.2% | Reduced |
| Groupama Asset Managment | 5,478 | $2.59M | 0.05% | +5,478 | New |
| Federated Hermes, Inc. | 5,478 | $2.59M | 0.01% | +3,582+188.9% | Added |
| Transcend Wealth Collective, LLC | 5,467 | $2.59M | 0.19% | −7−0.1% | Reduced |
| Empirical Finance, LLC | 5,394 | $2.55M | 0.15% | −62−1.1% | Reduced |
| CAPROCK Group, Inc. | 5,380 | $2.55M | 0.08% | +5,380 | New |
| Arete Wealth Advisors, LLC | 5,371 | $2.54M | 0.18% | +106+2.0% | Added |
| Vident Advisory, LLC | 5,351 | $2.53M | 0.04% | +318+6.3% | Added |
| Sterling Investment Management, Inc. | 5,337 | $2.53M | 1.98% | −67−1.2% | Reduced |
| Quest Partners LLC | 5,313 | $2.52M | 0.33% | −129−2.4% | Reduced |
| Cresset Asset Management, LLC | 5,273 | $2.50M | 0.01% | −13,187−71.4% | Reduced |
| Spire Wealth Management | 5,218 | $2.47M | 0.08% | +5,132+5,967.4% | Added |
| Value Partners Investments Inc. | 5,220 | $2.47M | 1.39% | +182+3.6% | Added |
| Miracle Mile Advisors, LLC | 5,169 | $2.45M | 0.05% | +1,085+26.6% | Added |
| Nomura Holdings Inc | 5,131 | $2.43M | 0.01% | +5,131 | New |
| Ossiam | 5,123 | $2.43M | 0.04% | −3,952−43.5% | Reduced |
| Picton Mahoney Asset Management | 5,120 | $2.42M | 0.09% | −690−11.9% | Reduced |
| Bryn Mawr Trust Co | 5,114 | $2.42M | 0.04% | −285−5.3% | Reduced |
| Legacy Advisors, LLC | 5,099 | $2.41M | 0.23% | +3,254+176.4% | Added |
| LMCG Investments, LLC | 5,048 | $2.39M | 0.15% | −528−9.5% | Reduced |
| Walleye Trading LLC | 5,019 | $2.38M | 0.05% | −2,959−37.1% | Reduced |
| CenterBook Partners LP | 5,016 | $2.37M | 0.14% | −751−13.0% | Reduced |
| Saturna Capital CORP | 5,015 | $2.37M | 0.03% | −674−11.8% | Reduced |
| Naples Global Advisors, LLC | 5,002 | $2.37M | 0.22% | −48−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,948 | $2.34M | 0.05% | −16−0.3% | Reduced |
| Diversified Trust Co | 4,945 | $2.34M | 0.06% | −59−1.2% | Reduced |
| Brevan Howard Capital Management LP | 4,941 | $2.34M | 0.06% | +2,037+70.1% | Added |
| Blue Fin Capital, Inc. | 4,940 | $2.34M | 0.43% | +103+2.1% | Added |
| Walleye Capital LLC | 4,898 | $2.32M | 0.02% | −523−9.6% | Reduced |
| Exchange Capital Management, Inc. | 4,888 | $2.31M | 0.37% | −167−3.3% | Reduced |
| Allstate Corp | 4,879 | $2.31M | 0.07% | +4,879 | New |
| Aigen Investment Management, LP | 4,866 | $2.30M | 0.41% | +4,866 | New |
| Virtu Financial LLC | 4,866 | $2.30M | 0.12% | −10,746−68.8% | Reduced |
| Kerusso Capital Management LLC | 4,836 | $2.29M | 1.46% | −3,531−42.2% | Reduced |
| Vanderbilt University | 4,813 | $2.28M | 0.45% | −2,630−35.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,768 | $2.26M | 0.10% | +524+12.3% | Added |
| Van Strum & Towne Inc. | 4,750 | $2.25M | 0.79% | +750+18.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,725 | $2.24M | 0.07% | +3,296+230.7% | Added |
| Davenport & Co LLC | 4,667 | $2.21M | 0.01% | +402+9.4% | Added |
| Bessemer Group Inc | 4,619 | $2.19M | 0.00% | −13−0.3% | Reduced |
| Apollon Wealth Management, LLC | 4,614 | $2.18M | 0.05% | +176+4.0% | Added |
| Rossmore Private Capital | 4,600 | $2.18M | 0.27% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 4,571 | $2.16M | 0.01% | −48,509−91.4% | Reduced |
| Guggenheim Capital LLC | 4,562 | $2.16M | 0.02% | +830+22.2% | Added |
| CIBC World Markets Inc. | 4,519 | $2.14M | 0.00% | −21,275−82.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,481 | $2.12M | 1.36% | +37+0.8% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 4,477 | $2.12M | 0.07% | +2,975+198.1% | Added |
| Signaturefd, LLC | 4,468 | $2.12M | 0.04% | +44+1.0% | Added |
| Dark Forest Capital Management LP | 4,404 | $2.08M | 0.31% | +2,982+209.7% | Added |
| Schonfeld Strategic Advisors LLC | 4,369 | $2.07M | 0.01% | −10,123−69.9% | Reduced |
| Parallel Advisors, LLC | 4,340 | $2.05M | 0.05% | +45+1.0% | Added |
| Blue Edge Capital, LLC | 4,326 | $2.05M | 0.32% | −359−7.7% | Reduced |
| IMS Capital Management | 4,323 | $2.05M | 0.95% | +15+0.3% | Added |
| RSM US Wealth Management LLC | 4,312 | $2.04M | 0.03% | +842+24.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,223 | $2.00M | 0.02% | −3,386−44.5% | Reduced |
| Hantz Financial Services, Inc. | 4,208 | $1.99M | 0.03% | +875+26.3% | Added |
| HighPoint Advisor Group LLC | 3,882 | $1.99M | 0.11% | +37+1.0% | Added |
| Leonteq Securities AG | 4,198 | $1.99M | 0.20% | +504+13.6% | Added |
| Rodgers Brothers Inc. | 4,149 | $1.96M | 0.26% | −38−0.9% | Reduced |
| Essex Savings Bank | 4,119 | $1.95M | 0.48% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 4,100 | $1.94M | 1.69% | +4,100 | New |
| Northwestern Mutual Wealth Management Co | 4,089 | $1.94M | 0.00% | −814−16.6% | Reduced |
| Texas Yale Capital Corp. | 3,943 | $1.87M | 0.08% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 3,930 | $1.86M | 1.07% | +10.0% | Added |
| Angeles Wealth Management, LLC | 3,908 | $1.85M | 0.15% | +17+0.4% | Added |
| Kornitzer Capital Management Inc | 3,895 | $1.84M | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,889 | $1.84M | 0.11% | +34+0.9% | Added |
| Marshall Financial Group LLC | 3,792 | $1.80M | 0.43% | +13+0.3% | Added |
| Moloney Securities Asset Management, LLC | 3,769 | $1.78M | 0.24% | +81+2.2% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.76M | 0.57% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,720 | $1.76M | 0.03% | +1,667+81.2% | Added |
| Clearstead Advisors, LLC | 3,713 | $1.76M | 0.03% | −55−1.5% | Reduced |
| TFR Capital, LLC. | 3,704 | $1.75M | 0.87% | +3,704 | New |
| Ferguson Wellman Capital Management, Inc | 3,703 | $1.75M | 0.03% | −10−0.3% | Reduced |
| General Partner, Inc. | 3,695 | $1.75M | 1.05% | −500−11.9% | Reduced |
| Long Road Investment Counsel, LLC | 3,679 | $1.74M | 0.71% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,651 | $1.73M | 0.02% | +424+13.1% | Added |
| Citizens Financial Group Inc | 3,624 | $1.72M | 0.03% | +144+4.1% | Added |
| Worldquant Millennium Advisors LLC | 3,624 | $1.72M | 0.01% | −29,335−89.0% | Reduced |
| Benjamin Edwards Inc | 3,589 | $1.70M | 0.02% | +465+14.9% | Added |
| National Asset Management, Inc. | 3,571 | $1.69M | 0.06% | +20+0.6% | Added |
| Knollwood Investment Advisory, LLC | 3,561 | $1.69M | 0.18% | 00.0% | Unchanged |
| Bokf, NA | 3,677 | $1.66M | 0.03% | −150−3.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,513 | $1.66M | 0.06% | −2,305−39.6% | Reduced |
| Bleakley Financial Group, LLC | 3,510 | $1.66M | 0.05% | +28+0.8% | Added |
| Olstein Capital Management, L.P. | 3,500 | $1.66M | 0.29% | −600−14.6% | Reduced |
| Private Advisor Group, LLC | 3,467 | $1.64M | 0.01% | −68−1.9% | Reduced |
| HM Payson & Co | 3,458 | $1.64M | 0.03% | +275+8.6% | Added |
| Independent Advisor Alliance | 3,455 | $1.64M | 0.02% | +455+15.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,096 | $1.62M | 0.00% | +408+15.2% | Added |
| Everence Capital Management Inc | 3,375 | $1.60M | 0.10% | −1,100−24.6% | Reduced |
| SRS Capital Advisors, Inc. | 3,363 | $1.59M | 0.10% | +5+0.1% | Added |
| Mystic Asset Management, Inc. | 3,348 | $1.58M | 0.43% | +348+11.6% | Added |
| Callan Family Office, LLC | 3,323 | $1.57M | 0.10% | +3,323 | New |
| Advisory Services Network, LLC | 3,308 | $1.57M | 0.03% | +123+3.9% | Added |
| Lighthouse Investment Partners, LLC | 3,300 | $1.56M | 0.06% | +3,300 | New |
| Round Hill Asset Management | 3,299 | $1.56M | 1.10% | −2,530−43.4% | Reduced |