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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 3,271 | $1.55M | 0.01% | +219+7.2% | Added |
| Vise Technologies, Inc. | 3,268 | $1.55M | 0.13% | +1,574+92.9% | Added |
| Shilanski & Associates, Inc. | 3,253 | $1.54M | 0.49% | −139−4.1% | Reduced |
| Harbert Fund Advisors, Inc. | 3,250 | $1.54M | 1.34% | +1,100+51.2% | Added |
| Park Avenue Securities LLC | 3,212 | $1.52M | 0.02% | +78+2.5% | Added |
| D.A. Davidson & Co. | 3,206 | $1.52M | 0.01% | +326+11.3% | Added |
| Capstone Investment Advisors, LLC | 3,187 | $1.51M | 0.01% | −589−15.6% | Reduced |
| HB Wealth Management, LLC | 3,181 | $1.51M | 0.02% | +217+7.3% | Added |
| Bridges Investment Management Inc | 3,164 | $1.50M | 0.02% | −10.0% | Reduced |
| Global Endowment Management, LP | 3,159 | $1.50M | 0.19% | +11+0.3% | Added |
| Avantax Advisory Services, Inc. | 3,128 | $1.48M | 0.01% | +76+2.5% | Added |
| Qsemble Capital Management, LP | 3,127 | $1.48M | 0.20% | −2,658−45.9% | 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 |
| V-Square Quantitative Management LLC | 3,111 | $1.47M | 0.21% | −19−0.6% | Reduced |
| Okabena Investment Services Inc | 3,105 | $1.47M | 0.41% | +338+12.2% | Added |
| Ironwood Investment Counsel, LLC | 3,104 | $1.47M | 0.25% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,095 | $1.47M | 0.07% | +74+2.4% | Added |
| CWM, LLC | 3,087 | $1.46M | 0.01% | −21−0.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,014 | $1.44M | 0.02% | +1,270+72.8% | Added |
| Wolverine Trading, LLC | 3,048 | $1.44M | 0.03% | −899−22.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 3,004 | $1.42M | 0.26% | −3−0.1% | Reduced |
| Vestcor Inc | 2,989 | $1.42M | 0.05% | −256−7.9% | Reduced |
| Frank, Rimerman Advisors LLC | 2,983 | $1.41M | 0.10% | −1,316−30.6% | Reduced |
| Sciencast Management LP | 2,982 | $1.41M | 0.39% | +2,982 | New |
| GeoWealth Management, LLC | 2,970 | $1.41M | 0.05% | +355+13.6% | Added |
| MAI Capital Management | 2,964 | $1.40M | 0.01% | +743+33.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,960 | $1.40M | 0.01% | +405+15.9% | Added |
| Coldstream Capital Management Inc | 2,953 | $1.40M | 0.03% | +59+2.0% | Added |
| Boston Private Wealth LLC | 2,948 | $1.40M | 0.03% | +2,948 | New |
| Clark Capital Management Group, Inc. | 2,945 | $1.39M | 0.01% | −390−11.7% | Reduced |
| Great Lakes Retirement, Inc. | 2,904 | $1.37M | 0.18% | +171+6.3% | Added |
| Rockline Wealth Management, LLC | 2,897 | $1.37M | 0.37% | +95+3.4% | Added |
| Monte Financial Group, LLC | 2,895 | $1.37M | 0.59% | −33−1.1% | Reduced |
| Waldron Private Wealth LLC | 2,887 | $1.37M | 0.06% | +6+0.2% | Added |
| Central Trust Co | 2,873 | $1.36M | 0.03% | −144−4.8% | Reduced |
| Lecap Asset Management Ltd | 2,847 | $1.35M | 0.37% | −980−25.6% | Reduced |
| Avitas Wealth Management LLC | 2,803 | $1.33M | 0.18% | +22+0.8% | Added |
| Westbourne Investment Advisors, Inc. | 2,801 | $1.33M | 0.45% | −210−7.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,766 | $1.31M | 0.05% | +93+3.5% | Added |
| 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 |
| Evermay Wealth Management LLC | 2,742 | $1.30M | 0.20% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,737 | $1.30M | 0.01% | +1,301+90.6% | Added |
| Simplex Trading, LLC | 2,729 | $1.29M | 0.04% | +608+28.7% | Added |
| Capital Investment Advisors, LLC | 2,726 | $1.29M | 0.03% | +2,726 | New |
| Milestones Administradora de Recursos Ltda. | 2,680 | $1.27M | 0.65% | −1,800−40.2% | Reduced |
| Loomis Sayles & Co L P | 2,675 | $1.27M | 0.00% | +1,624+154.5% | Added |
| Ballast Advisors LLC | 2,651 | $1.25M | 0.39% | +242+10.0% | Added |
| Sepio Capital, LP | 2,638 | $1.25M | 0.10% | −246−8.5% | Reduced |
| Tema ETFs LLC | 2,611 | $1.24M | 0.51% | +2,611 | New |
| Pinnacle Financial Partners Inc | 2,602 | $1.23M | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 2,570 | $1.22M | 0.28% | +4+0.2% | Added |
| Washington Trust Advisors, Inc. | 2,555 | $1.21M | 0.10% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,551 | $1.21M | 0.03% | +167+7.0% | Added |
| Smithfield Trust Co | 2,542 | $1.20M | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,532 | $1.20M | 0.11% | −520−17.0% | Reduced |
| Accretive Wealth Partners, LLC | 2,531 | $1.20M | 0.51% | −32−1.2% | Reduced |
| Bahl & Gaynor Inc | 2,527 | $1.20M | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 2,511 | $1.19M | 0.04% | +7+0.3% | Added |
| AlTi Global, Inc. | 2,485 | $1.18M | 0.03% | +209+9.2% | Added |
| Assetmark, Inc | 2,487 | $1.18M | 0.00% | +415+20.0% | Added |
| Capital Analysts, LLC | 2,475 | $1.17M | 0.05% | −9−0.4% | Reduced |
| Threadgill Financial, LLC | 2,471 | $1.17M | 0.62% | +713+40.6% | Added |
| Horizon Investments, LLC | 2,468 | $1.17M | 0.03% | +29+1.2% | Added |
| Heritage Family Offices, LLP | 2,463 | $1.17M | 0.58% | +165+7.2% | Added |
| Asset Management Group, Inc. | 2,445 | $1.16M | 0.21% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 2,442 | $1.16M | 0.29% | +74+3.1% | Added |
| TownSquare Capital, LLC | 2,431 | $1.15M | 0.01% | +113+4.9% | Added |
| Prime Capital Investment Advisors, LLC | 2,421 | $1.15M | 0.02% | −33−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 2,402 | $1.14M | 0.01% | −6,103−71.8% | Reduced |
| Adviser Investments LLC | 2,341 | $1.11M | 0.01% | −122−5.0% | Reduced |
| Lake Street Advisors Group, LLC | 2,316 | $1.10M | 0.05% | +32+1.4% | Added |
| 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 |
| Cypress Capital Group | 2,290 | $1.08M | 0.13% | −1,035−31.1% | Reduced |
| Benin Management CORP | 2,283 | $1.08M | 0.30% | +483+26.8% | Added |
| Chiron Investment Management, LLC | 2,265 | $1.07M | 0.36% | 00.0% | Unchanged |
| Baader Bank INC | 2,264 | $1.07M | 0.10% | −2,200−49.3% | Reduced |
| LVW Advisors, LLC | 2,257 | $1.07M | 0.13% | −11−0.5% | Reduced |
| Oppenheimer & Co Inc | 2,253 | $1.07M | 0.02% | −138−5.8% | Reduced |
| Umb Bank N A | 2,253 | $1.07M | 0.02% | −142−5.9% | Reduced |
| Triangle Securities Wealth Management | 2,232 | $1.06M | 0.27% | −23−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,109 | $1.05M | 0.01% | −25−1.2% | Reduced |
| Freestone Grove Partners LP | 2,196 | $1.04M | 0.01% | +2,196 | New |
| Wedmont Private Capital | 2,294 | $1.04M | 0.05% | +157+7.3% | Added |
| Erste Asset Management GmbH | 2,172 | $1.04M | 0.01% | +2,172 | New |
| Roberts Capital Advisors, LLC | 2,183 | $1.03M | 0.87% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 2,156 | $1.02M | 0.08% | −26−1.2% | Reduced |
| Panagora Asset Management Inc | 2,140 | $1.01M | 0.00% | +807+60.5% | Added |
| GWM Advisors LLC | 2,123 | $1.00M | 0.01% | +804+61.0% | Added |
| Smartleaf Asset Management LLC | 2,113 | $1.00M | 0.10% | +178+9.2% | Added |
| Napa Wealth Management | 2,109 | $998.3K | 0.43% | +2,109 | New |
| Empirical Asset Management, LLC | 4,420 | $990.1K | 0.33% | +1,367+44.8% | Added |
| Kerrisdale Advisers, LLC | 2,077 | $983.2K | 0.33% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 2,070 | $979.9K | 0.18% | 00.0% | Unchanged |
| Sentry LLC | 2,042 | $966.6K | 0.19% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2,028 | $960.0K | 0.25% | −18−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 2,022 | $957.2K | 0.01% | −543−21.2% | Reduced |
| Axq Capital, LP | 2,021 | $956.7K | 0.43% | +1,366+208.5% | Added |