Moodys Corp

MCO

Exchange: NYSE
Industry: Services-Consumer Credit Reporting, Collection Agencies
SEC CIK: 0001059556

SEC filings (opens in a new tab)

In the last 90 days, Moodys Corp insiders filed 0 open-market purchases and 2 sales; 1,415 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, Q1 2025

Institutional positions in Moodys Corp as of Mar 31, 2025. 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: 1,315; +28 vs. Q4 2024
Shares held: 166.5M; +2.16M (+1.3%) vs. Q4 2024
Total value: $77.5B; −$298.5M (−0.4%) vs. Q4 2024
New holders: 130; 532 more added
Sold out: 102; 423 more reduced

16 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,315 institutions

Value heldQ1 2025: $77.5B

Institutions holding MCO and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,415	$71.7B
Q1 2026	1,387	$70.1B
Q4 2025	1,425	$83.1B
Q3 2025	1,337	$77.0B
Q2 2025	1,347	$82.9B
Q1 2025	1,315	$77.5B
Q4 2024	1,303	$78.2B
Q3 2024	1,209	$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, Q1 2025

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q4 2024.

Institutions holding MCO in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Y.D. More Investments Ltd	220	$276	0.00%	+27+14.0%	Added
West Branch Capital LLC	1	$466	0.00%	00.0%	Unchanged
Studio Investment Management LLC	1	$466	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	1	$466	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	1	$466	0.00%	+1	New
Heritage Wealth Advisors	2	$931	0.00%	−1−33.3%	Reduced
Golden State Wealth Management, LLC	2	$931	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	2	$931	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	2	$931	0.00%	00.0%	Unchanged
Capital A Wealth Management, LLC	2	$931	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	2	$931	0.00%	+2	New
Quest 10 Wealth Builders, Inc.	2	$931	0.00%	+2	New
HFM Investment Advisors, LLC	2	$932	0.00%	+2	New
Winthrop Capital Management, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	3	$1.00K	0.00%	+3	New
Principia Wealth Advisory, LLC	3	$1.32K	0.00%	−2−40.0%	Reduced
1620 Investment Advisors, Inc.	3	$1.38K	0.00%	00.0%	Unchanged
BankPlus Trust Department	3	$1.40K	0.00%	00.0%	Unchanged
Greenline Partners, LLC	3	$1.40K	0.00%	+3	New
Cape Investment Advisory, Inc.	3	$1.40K	0.00%	+3	New
Stonebridge Financial Group, LLC	3	$1.40K	0.00%	+3	New
Kimelman & Baird, LLC	3	$1.40K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	3	$1.40K	0.00%	00.0%	Unchanged
TD Capital Management LLC	3	$1.40K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	4	$1.86K	0.00%	+4	New
Core Alternative Capital	4	$1.86K	0.00%	−6−60.0%	Reduced
NVWM, LLC	4	$1.86K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	4	$1.86K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	4	$1.86K	0.00%	+1+33.3%	Added
Wood Tarver Financial Group, LLC	4	$1.86K	0.00%	00.0%	Unchanged
Winnow Wealth LLC	5	$2.24K	0.00%	+1+25.0%	Added
Horizon Financial Services, LLC	5	$2.33K	0.00%	+2+66.7%	Added
Clarity Asset Management, Inc.	5	$2.33K	0.00%	+5	New
Bangor Savings Bank	5	$2.33K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	6	$2.79K	0.00%	00.0%	Unchanged
First Command Advisory Services, Inc.	6	$2.79K	0.00%	+6	New
Beacon Capital Management, LLC	6	$2.79K	0.00%	+6	New
Bare Financial Services, Inc	6	$2.79K	0.00%	+6	New
WealthTrak Capital Management LLC	6	$2.79K	0.00%	−2−25.0%	Reduced
Trifecta Capital Advisors, LLC	6	$2.79K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	7	$3.28K	0.00%	00.0%	Unchanged
Colonial Trust Co	8	$3.73K	0.00%	−43−84.3%	Reduced
SJS Investment Consulting Inc.	8	$3.73K	0.00%	00.0%	Unchanged
Synergy Investment Management, LLC	8	$3.73K	0.00%	00.0%	Unchanged
MPWM Advisory Solutions, LLC	8	$3.73K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	8	$3.73K	0.00%	+8	New
CBIZ Investment Advisory Services, LLC	8	$3.73K	0.00%	+8	New
Valued Wealth Advisors LLC	8	$3.73K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	9	$4.19K	0.00%	00.0%	Unchanged
Evelyn Partners Asset Management Ltd	9	$4.19K	0.00%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	9	$4.19K	0.00%	+9	New
Pacific Center for Financial Services	9	$4.19K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	9	$4.19K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	9	$4.19K	0.00%	+9	New
Halbert Hargrove Global Advisors, LLC	9	$4.35K	0.00%	+9	New
High Note Wealth, LLC	10	$4.66K	0.00%	00.0%	Unchanged
Tobam	10	$5.00K	0.00%	+10	New
Continuum Advisory, LLC	11	$5.12K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	11	$5.12K	0.00%	00.0%	Unchanged
Centricity Wealth Management, LLC	12	$5.59K	0.01%	00.0%	Unchanged
Barnes Dennig Private Wealth Management LLC	12	$5.59K	0.01%	+12	New
Foster Dykema Cabot & Partners, LLC	13	$6.05K	0.00%	−26−66.7%	Reduced
Jackson, Grant Investment Advisers, Inc.	13	$6.05K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	13	$6.05K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	13	$6.05K	0.00%	+1+8.3%	Added
Highline Wealth Partners LLC	13	$6.07K	0.00%	+1+8.3%	Added
PFS Partners, LLC	13	$6.14K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	14	$6.52K	0.00%	00.0%	Unchanged
Murphy & Mullick Capital Management Corp	14	$6.52K	0.01%	00.0%	Unchanged
City Holding Co	16	$7.45K	0.00%	+16	New
Frazier Financial Advisors, LLC	16	$7.45K	0.01%	00.0%	Unchanged
First Pacific Financial	16	$7.45K	0.00%	00.0%	Unchanged
Archer Investment Corp	17	$7.92K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	17	$7.97K	0.00%	+17	New
Harbor Investment Advisory, LLC	18	$8.38K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	18	$8.38K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	18	$8.60K	0.00%	+1+5.9%	Added
Pineridge Advisors LLC	19	$8.88K	0.00%	+19	New
ROSS\JOHNSON & Associates LLC	20	$9.31K	0.16%	+20	New
Hurley Capital, LLC	20	$9.33K	0.01%	00.0%	Unchanged
Legacy Wealth Managment, LLC	20	$9.40K	0.01%	+20	New
Avion Wealth	23	$10.0K	0.00%	00.0%	Unchanged
United Community Bank	22	$10.2K	0.00%	+22	New
Bullock Wealth Management Group	22	$10.3K	0.01%	00.0%	Unchanged
Abound Wealth Management	22	$10.4K	0.00%	−15−40.5%	Reduced
Logan Capital Management Inc	23	$10.7K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	24	$11.2K	0.00%	−1−4.0%	Reduced
Rialto Wealth Management, LLC	24	$11.2K	0.00%	+4+20.0%	Added
Kings Path Partners LLC	25	$11.6K	0.01%	00.0%	Unchanged
Global Wealth Strategies & Associates	25	$11.6K	0.00%	+25	New
Legacy Bridge, LLC	25	$11.6K	0.01%	00.0%	Unchanged
Avalon Trust Co	25	$11.6K	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	26	$12.1K	0.00%	00.0%	Unchanged
Park Place Capital Corp	26	$12.1K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	27	$12.6K	0.01%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	28	$13.0K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	28	$13.0K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	28	$13.0K	0.00%	00.0%	Unchanged
Sierra Ocean, LLC	28	$13.1K	0.01%	−1−3.4%	Reduced
Fortitude Family Office, LLC	31	$14.4K	0.01%	00.0%	Unchanged