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 |
|---|---|---|---|---|---|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 400 | $186.3K | 0.09% | +398+19,900.0% | Added |
| Arlington Trust Co LLC | 415 | $193.3K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 421 | $196.1K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 430 | $200.2K | 0.03% | +7+1.7% | Added |
| Sentry Investment Management LLC | 504 | $201.0K | 0.14% | −150−22.9% | Reduced |
| Grove Bank & Trust | 432 | $201.2K | 0.03% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 434 | $202.0K | 0.11% | +434 | New |
| Ipswich Investment Management Co., Inc. | 435 | $202.6K | 0.05% | +435 | New |
| First Affirmative Financial Network | 439 | $204.4K | 0.13% | −23−5.0% | Reduced |
| CBOE Vest Financial, LLC | 439 | $204.4K | 0.00% | +439 | New |
| South State Corp. | 442 | $205.8K | 0.01% | +120+37.3% | Added |
| Premier Path Wealth Partners, LLC | 444 | $206.7K | 0.03% | +444 | New |
| Private Trust Co NA | 444 | $206.8K | 0.02% | −25−5.3% | Reduced |
| Chesapeake Wealth Management | 450 | $209.6K | 0.07% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 450 | $209.6K | 0.00% | −25−5.3% | Reduced |
| Advus Financial Partners, LLC | 451 | $210.0K | 0.06% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 451 | $210.0K | 0.16% | +451 | New |
| Foundations Investment Advisors, LLC | 460 | $214.0K | 0.00% | +460 | New |
| Human Investing LLC | 461 | $214.5K | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 462 | $215.0K | 0.00% | +3+0.7% | Added |
| IFC Advisors LLC | 463 | $215.6K | 0.05% | +463 | New |
| Edge Financial Advisors LLC | 464 | $216.0K | 0.14% | +1+0.2% | Added |
| Independent Financial Group, LLC | 467 | $217.5K | 0.01% | +467 | New |
| Versant Capital Management, Inc | 469 | $218.4K | 0.04% | +236+101.3% | Added |
| Blueshift Asset Management, LLC | 471 | $219.3K | 0.09% | −246−34.3% | Reduced |
| Brave Warrior Advisors, LLC | 471 | $219.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 471 | $219.3K | 0.14% | 00.0% | Unchanged |
| William Howard & Co Financial Advisors Inc | 475 | $221.2K | 0.21% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 477 | $222.1K | 0.04% | +26+5.8% | Added |
| Victory Financial Group, LLC | 477 | $222.1K | 0.04% | +477 | New |
| Buckingham Strategic Partners | 477 | $222.2K | 0.00% | +477 | New |
| Ewa, LLC | 477 | $222.2K | 0.08% | +13+2.8% | Added |
| Ameritas Advisory Services, LLC | 479 | $223.1K | 0.01% | +479 | New |
| Portfolio Design Labs, LLC | 480 | $223.5K | 0.05% | +480 | New |
| Sanibel Captiva Trust Company, Inc. | 481 | $224.0K | 0.01% | −5−1.0% | Reduced |
| Marcum Wealth, LLC | 481 | $224.0K | 0.02% | +7+1.5% | Added |
| Harbour Investments, Inc. | 482 | $224.5K | 0.01% | +26+5.7% | Added |
| Matrix Trust Co | 487 | $227.0K | 0.04% | +163+50.3% | Added |
| MQS Management LLC | 489 | $227.7K | 0.13% | +489 | New |
| Westover Capital Advisors, LLC | 490 | $228.2K | 0.05% | +490 | New |
| Burns Matteson Capital Management, LLC | 492 | $229.1K | 0.12% | +492 | New |
| NBT Bank N A | 493 | $229.6K | 0.02% | −205−29.4% | Reduced |
| MONECO Advisors, LLC | 495 | $230.5K | 0.02% | −40−7.5% | Reduced |
| CVA Family Office, LLC | 498 | $231.9K | 0.04% | +15+3.1% | Added |
| TCI Wealth Advisors, Inc. | 499 | $232.4K | 0.02% | +6+1.2% | Added |
| Cable Hill Partners, LLC | 513 | $232.5K | 0.02% | −18−3.4% | Reduced |
| Journey Strategic Wealth LLC | 500 | $232.8K | 0.01% | +41+8.9% | Added |
| Burke & Herbert Bank & Trust Co | 500 | $232.8K | 0.06% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 500 | $232.8K | 0.11% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 500 | $232.8K | 0.20% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 502 | $233.8K | 0.09% | +6+1.2% | Added |
| Abel Hall, LLC | 502 | $234.0K | 0.14% | +502 | New |
| J2 Capital Management Inc | 505 | $235.2K | 0.22% | −32−6.0% | Reduced |
| Family Firm, Inc. | 505 | $235.2K | 0.05% | +1+0.2% | Added |
| Level Four Advisory Services, LLC | 505 | $235.5K | 0.01% | +11+2.2% | Added |
| Avidian Wealth Solutions, LLC | 507 | $236.1K | 0.01% | +80+18.7% | Added |
| Wick Capital Partners, LLC | 510 | $237.4K | 0.07% | 00.0% | Unchanged |
| 626 Financial, LLC | 510 | $237.5K | 0.12% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 510 | $237.6K | 0.01% | −1−0.2% | Reduced |
| Panoramic Capital Partners, LLC | 601 | $238.4K | 0.25% | +93+18.3% | Added |
| Valmark Advisers, Inc. | 513 | $238.9K | 0.00% | +10+2.0% | Added |
| Corton Capital Inc. | 523 | $243.6K | 0.81% | +523 | New |
| Catalyst Capital Advisors LLC | 527 | $245.4K | 0.01% | +164+45.2% | Added |
| Reliant Investment Management, LLC | 528 | $245.9K | 0.13% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 528 | $245.9K | 0.04% | +29+5.8% | Added |
| Principle Wealth Partners LLC | 530 | $246.9K | 0.02% | +5+1.0% | Added |
| CMH Wealth Management LLC | 533 | $248.2K | 0.06% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 533 | $248.2K | 0.12% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 534 | $248.7K | 0.73% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 538 | $250.5K | 0.04% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 539 | $251.0K | 0.57% | +539 | New |
| Regent Peak Wealth Advisors LLC | 541 | $251.9K | 0.06% | −17−3.0% | Reduced |
| Allen Capital Group, LLC | 547 | $254.7K | 0.03% | +84+18.1% | Added |
| Wayfinding Financial, LLC | 555 | $258.0K | 0.11% | −8−1.4% | Reduced |
| Busey Wealth Management | 564 | $262.6K | 0.01% | +7+1.3% | Added |
| Numerai GP LLC | 575 | $267.8K | 0.05% | +575 | New |
| Boston Family Office LLC | 576 | $268.0K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 577 | $268.8K | 0.06% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 579 | $270.0K | 0.02% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 580 | $270.1K | 0.02% | −30−4.9% | Reduced |
| Perbak Capital Partners LLP | 583 | $271.5K | 0.20% | +583 | New |
| Sage Mountain Advisors LLC | 585 | $272.4K | 0.02% | −21−3.5% | Reduced |
| Little House Capital LLC | 591 | $275.2K | 0.08% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 592 | $275.7K | 0.01% | −195−24.8% | Reduced |
| Massmutual Trust Co FSB | 592 | $275.7K | 0.01% | +124+26.5% | Added |
| Quotient Wealth Partners, LLC | 595 | $276.9K | 0.01% | −23−3.7% | Reduced |
| SBI Securities Co., Ltd. | 599 | $278.9K | 0.01% | +5+0.8% | Added |
| EagleClaw Capital Managment, LLC | 600 | $279.4K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 600 | $279.4K | 0.05% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 600 | $279.4K | 0.16% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $279.4K | 0.03% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 600 | $279.4K | 0.06% | 00.0% | Unchanged |
| Golden State Equity Partners | 602 | $280.3K | 0.06% | −146−19.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 602 | $280.3K | 0.04% | +602 | New |
| George Kaiser Family Foundation | 602 | $280.3K | 0.04% | +602 | New |
| Essex Financial Services, Inc. | 604 | $281.5K | 0.02% | −1−0.2% | Reduced |
| Wulff, Hansen & Co. | 605 | $281.7K | 0.26% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 605 | $281.7K | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 605 | $281.7K | 0.01% | +324+115.3% | Added |
| Dearborn Partners LLC | 607 | $282.7K | 0.01% | +61+11.2% | Added |