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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 32 | $14.9K | 0.01% | +5+18.5% | Added |
| Bares Capital Management, Inc. | 34 | $15.8K | 0.00% | +34 | New |
| Atlantic Trust, LLC | 38 | $17.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 38 | $17.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $18.2K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 40 | $18.6K | 0.00% | −151−79.1% | Reduced |
| Perkins Coie Trust Co | 41 | $19.1K | 0.00% | +41 | New |
| Atlantic Edge Private Wealth Management, LLC | 43 | $20.0K | 0.01% | +43 | New |
| Quarry LP | 44 | $20.5K | 0.01% | +44 | New |
| ORG Partners LLC | 44 | $20.6K | 0.01% | +44 | New |
| Riverview Trust Co | 45 | $21.0K | 0.02% | −4−8.2% | Reduced |
| Oakworth Capital, Inc. | 45 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 48 | $22.4K | 0.01% | +2+4.3% | Added |
| Asset Dedication, LLC | 49 | $22.8K | 0.00% | −37−43.0% | Reduced |
| REAP Financial Group, LLC | 50 | $23.1K | 0.01% | +19+61.3% | Added |
| Bogart Wealth, LLC | 55 | $25.6K | 0.00% | −3−5.2% | Reduced |
| Wolff Wiese Magana LLC | 55 | $25.6K | 0.02% | +50+1,000.0% | Added |
| Central Pacific Bank - Trust Division | 56 | $26.1K | 0.00% | +18+47.4% | Added |
| NewSquare Capital LLC | 59 | $27.5K | 0.00% | +48+436.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 60 | $28.0K | 0.02% | +60 | New |
| Financial Management Professionals, Inc. | 61 | $28.4K | 0.00% | +4+7.0% | Added |
| Saudi Central Bank | 64 | $29.8K | 0.16% | +64 | New |
| JFS Wealth Advisors, LLC | 70 | $32.6K | 0.00% | −1−1.4% | Reduced |
| GW&K Investment Management, LLC | 71 | $33.0K | 0.00% | +7+10.9% | Added |
| Atticus Wealth Management, LLC | 75 | $34.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 75 | $34.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 80 | $37.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 83 | $38.7K | 0.00% | −9−9.8% | Reduced |
| Asset Planning,Inc | 88 | $41.1K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 89 | $41.3K | 0.02% | −3−3.3% | Reduced |
| Albion Financial Group | 95 | $44.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 98 | $45.6K | 0.02% | −3−3.0% | Reduced |
| MV Capital Management, Inc. | 99 | $46.1K | 0.00% | −1−1.0% | Reduced |
| Compass Wealth Management LLC | 102 | $47.5K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 105 | $48.9K | 0.01% | +105 | New |
| City State Bank | 106 | $49.4K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 106 | $49.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 107 | $49.8K | 0.00% | +61+132.6% | Added |
| Motco | 109 | $50.8K | 0.01% | +93+581.3% | Added |
| Ogorek Anthony Joseph | 111 | $51.0K | 0.02% | +27+32.1% | Added |
| Advantage Trust Co | 114 | $53.1K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 114 | $53.1K | 0.01% | +114 | New |
| Geo Capital Gestora de Recursos Ltd | 115 | $54.0K | 0.08% | −7−5.7% | Reduced |
| Covestor Ltd | 117 | $54.0K | 0.04% | +26+28.6% | Added |
| Atlas Capital Advisors LLC | 118 | $55.0K | 0.01% | −10−7.8% | Reduced |
| Farmers & Merchants Investments Inc | 120 | $55.9K | 0.00% | −9−7.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 125 | $58.2K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 125 | $58.2K | 0.04% | +125 | New |
| Whipplewood Advisors, LLC | 264 | $60.5K | 0.04% | +109+70.3% | Added |
| St Germain D J Co Inc | 130 | $60.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $61.0K | 0.02% | +31+31.0% | Added |
| Raleigh Capital Management Inc. | 131 | $61.1K | 0.03% | −76−36.7% | Reduced |
| Bell Investment Advisors, Inc | 132 | $61.5K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 150 | $64.7K | 0.00% | +60+66.7% | Added |
| Vision Financial Markets LLC | 142 | $66.1K | 0.07% | +1+0.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 146 | $68.0K | 0.03% | +34+30.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $69.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 154 | $71.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 155 | $72.0K | 0.01% | +19+14.0% | Added |
| Silvant Capital Management LLC | 157 | $73.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 158 | $73.6K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 159 | $75.3K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 170 | $79.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 174 | $80.8K | 0.00% | −12−6.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 175 | $81.0K | 0.07% | +6+3.6% | Added |
| TFC Financial Management | 177 | $82.4K | 0.01% | −39−18.1% | Reduced |
| Maj Invest Holding A/S | 180 | $84.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 181 | $84.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 183 | $85.2K | 0.06% | −141−43.5% | Reduced |
| Deseret Mutual Benefit Administrators | 194 | $90.3K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 196 | $91.3K | 0.01% | +196 | New |
| Resources Management Corp | 200 | $93.0K | 0.01% | −66−24.8% | Reduced |
| MB, Levis & Associates, LLC | 200 | $93.1K | 0.04% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 220 | $102.2K | 0.01% | +220 | New |
| Larson Financial Group LLC | 223 | $103.9K | 0.00% | +102+84.3% | Added |
| Itau Unibanco Holding S.A. | 225 | $105.0K | 0.00% | +225 | New |
| Acropolis Investment Management, LLC | 230 | $107.1K | 0.01% | +2+0.9% | Added |
| Sound Income Strategies, LLC | 235 | $109.4K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 236 | $109.9K | 0.00% | +236 | New |
| Hexagon Capital Partners LLC | 239 | $111.3K | 0.02% | −58−19.5% | Reduced |
| North Star Investment Management Corp. | 244 | $113.6K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 253 | $117.8K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 253 | $118.0K | 0.01% | +192+314.8% | Added |
| Cary Street Partner Investment Advisory LLC | 257 | $119.7K | 0.07% | +45+21.2% | Added |
| Morse Asset Management, Inc | 259 | $120.6K | 0.03% | +1+0.4% | Added |
| Evergreen Private Wealth LLC | 259 | $120.7K | 0.06% | +1+0.4% | Added |
| AdvisorNet Financial, Inc | 266 | $123.9K | 0.01% | +10+3.9% | Added |
| JNBA Financial Advisors | 275 | $128.1K | 0.01% | −25−8.3% | Reduced |
| WPG Advisers, LLC | 293 | $136.4K | 0.13% | −98−25.1% | Reduced |
| Eastern Bank | 295 | $137.4K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $139.7K | 0.12% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 321 | $149.5K | 0.01% | +9+2.9% | Added |
| CoreCap Advisors, LLC | 338 | $157.4K | 0.01% | +34+11.2% | Added |
| Cary Street Partners Financial LLC | 366 | $170.4K | 0.01% | −27−6.9% | Reduced |
| TD Private Client Wealth LLC | 379 | $176.5K | 0.00% | +28+8.0% | Added |
| Parkside Financial Bank & Trust | 387 | $180.2K | 0.02% | +36+10.3% | Added |
| Quent Capital, LLC | 398 | $185.6K | 0.02% | −4−1.0% | Reduced |
| Rossby Financial, LCC | 424 | $186.0K | 0.08% | −27−6.0% | Reduced |
| Atwood & Palmer Inc | 400 | $186.3K | 0.01% | −400−50.0% | Reduced |
| Birchbrook, Inc. | 400 | $186.3K | 0.10% | 00.0% | Unchanged |