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 |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 609 | $283.5K | 0.09% | −25−3.9% | Reduced |
| Simmons Bank | 609 | $283.6K | 0.02% | −150−19.8% | Reduced |
| Childress Capital Advisors, LLC | 610 | $284.1K | 0.08% | +5+0.8% | Added |
| Magnus Financial Group LLC | 613 | $285.5K | 0.03% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 613 | $285.5K | 0.02% | +55+9.9% | Added |
| Ballast, Inc. | 615 | $286.4K | 0.08% | +615 | New |
| Lion Street Advisors, LLC | 618 | $287.8K | 0.09% | +618 | New |
| Fukoku Mutual Life Insurance Co | 619 | $288.3K | 0.02% | −40−6.1% | Reduced |
| Twin Lakes Capital Management, LLC | 619 | $288.5K | 0.19% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 620 | $288.7K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 624 | $291.0K | 0.04% | +17+2.8% | Added |
| Wedbush Securities Inc | 625 | $291.0K | 0.01% | +28+4.7% | Added |
| Cypress Asset Management Inc | 626 | $291.5K | 0.08% | +91+17.0% | Added |
| Quadrature Capital Ltd | 628 | $292.4K | 0.01% | −9,303−93.7% | Reduced |
| Everpar Advisors LLC | 628 | $292.5K | 0.16% | −33−5.0% | Reduced |
| Walleye Trading LLC | 629 | $292.9K | 0.01% | −4,390−87.5% | Reduced |
| Howe & Rusling Inc | 629 | $292.9K | 0.02% | +4+0.6% | Added |
| McLean Asset Management Corp | 739 | $293.4K | 0.10% | −3−0.4% | Reduced |
| Endowment Wealth Management, Inc. | 632 | $294.2K | 0.19% | +632 | New |
| EWG Elevate Inc. | 633 | $294.8K | 0.11% | −3−0.5% | Reduced |
| Dunhill Financial, LLC | 639 | $297.4K | 0.14% | −3−0.5% | Reduced |
| Crestwood Advisors Group LLC | 639 | $297.7K | 0.01% | +131+25.8% | Added |
| Flagship Harbor Advisors, LLC | 642 | $298.9K | 0.02% | −9−1.4% | Reduced |
| Saybrook Capital | 643 | $299.4K | 0.08% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 648 | $301.8K | 0.06% | +55+9.3% | Added |
| Cherokee Insurance Co | 650 | $302.7K | 0.13% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 653 | $304.1K | 0.00% | +29+4.6% | Added |
| Hamilton Capital, LLC | 654 | $304.6K | 0.02% | −5−0.8% | Reduced |
| Baldwin Brothers Inc | 657 | $306.0K | 0.02% | −158−19.4% | Reduced |
| Wealth Advisory Solutions, LLC | 660 | $307.4K | 0.08% | +214+48.0% | Added |
| EntryPoint Capital, LLC | 664 | $309.2K | 0.14% | +664 | New |
| Kathmere Capital Management, LLC | 664 | $309.3K | 0.03% | +83+14.3% | Added |
| Integrated Advisors Network LLC | 669 | $311.5K | 0.02% | −76−10.2% | Reduced |
| West Family Investments, Inc. | 675 | $314.3K | 0.12% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 677 | $315.3K | 0.19% | 00.0% | Unchanged |
| Atala Financial Inc | 677 | $315.3K | 0.24% | +8+1.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 678 | $315.7K | 0.09% | 00.0% | Unchanged |
| Rothschild Investment LLC | 683 | $318.1K | 0.02% | +2+0.3% | Added |
| Union Bancaire Privee, UBP SA | 679 | $318.4K | 0.01% | −316−31.8% | Reduced |
| Keel Point, LLC | 685 | $319.0K | 0.02% | +150+28.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $326.0K | 0.15% | 00.0% | Unchanged |
| HCR Wealth Advisors | 702 | $326.9K | 0.04% | +100+16.6% | Added |
| Fox Run Management, L.L.C. | 705 | $328.3K | 0.05% | −164−18.9% | Reduced |
| Vista Wealth Management Group, LLC | 706 | $328.9K | 0.02% | +20+2.9% | Added |
| Cyndeo Wealth Partners, LLC | 713 | $332.0K | 0.02% | −10−1.4% | Reduced |
| Capital Group Private Client Services, Inc. | 715 | $333.0K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 717 | $333.9K | 0.04% | +717 | New |
| Carson Advisory Inc. | 720 | $335.3K | 0.23% | −21−2.8% | Reduced |
| MBB Public Markets I LLC | 720 | $335.3K | 0.04% | +720 | New |
| Gryphon Financial Partners LLC | 720 | $335.3K | 0.05% | +15+2.1% | Added |
| FourThought Financial Partners, LLC | 721 | $335.6K | 0.04% | −1−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 726 | $337.9K | 0.02% | +167+29.9% | Added |
| XTX Topco Ltd | 727 | $338.6K | 0.02% | −206−22.1% | Reduced |
| Avestar Capital, LLC | 727 | $338.6K | 0.03% | −66−8.3% | Reduced |
| Gladstone Institutional Advisory LLC | 727 | $338.6K | 0.02% | +15+2.1% | Added |
| Mutual Advisors, LLC | 775 | $340.0K | 0.01% | −78−9.1% | Reduced |
| OLIO Financial Planning | 732 | $340.9K | 0.12% | +158+27.5% | Added |
| Guyasuta Investment Advisors Inc | 733 | $341.4K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 733 | $341.4K | 0.02% | +242+49.3% | Added |
| Meridian Wealth Management, LLC | 740 | $344.5K | 0.02% | +115+18.4% | Added |
| Ashton Thomas Private Wealth, LLC | 741 | $345.1K | 0.01% | +144+24.1% | Added |
| Silvia McColl Wealth Management, LLC | 742 | $345.5K | 0.26% | 00.0% | Unchanged |
| Close Asset Management Ltd | 750 | $349.0K | 0.01% | −25−3.2% | Reduced |
| Forum Financial Management, LP | 751 | $349.7K | 0.01% | +29+4.0% | Added |
| Boltwood Capital Management | 755 | $351.6K | 0.11% | −55−6.8% | Reduced |
| Mach-1 Financial Group, Inc. | 755 | $351.6K | 0.11% | +755 | New |
| Independence Bank of Kentucky | 758 | $353.0K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 760 | $353.9K | 0.03% | +760 | New |
| Pinnacle Wealth Planning Services, Inc. | 762 | $354.9K | 0.05% | +65+9.3% | Added |
| PFG Advisors | 767 | $357.2K | 0.02% | −86−10.1% | Reduced |
| Penserra Capital Management LLC | 771 | $358.0K | 0.01% | −363−32.0% | Reduced |
| Highland Capital Management, LLC | 773 | $360.0K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 775 | $360.9K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 846 | $362.2K | 0.07% | +178+26.6% | Added |
| Sunbelt Securities, Inc. | 780 | $363.2K | 0.03% | +677+657.3% | Added |
| Ronald Blue Trust, Inc. | 784 | $365.2K | 0.00% | +501+177.0% | Added |
| ICONIQ Capital, LLC | 787 | $366.5K | 0.01% | +166+26.7% | Added |
| Caxton Associates LLP | 790 | $367.9K | 0.01% | +790 | New |
| Optimize Financial Inc | 792 | $368.8K | 0.14% | +91+13.0% | Added |
| Values Added Financial LLC | 795 | $370.2K | 0.21% | +31+4.1% | Added |
| Woodmont Investment Counsel LLC | 800 | $372.6K | 0.03% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 800 | $372.6K | 0.09% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 803 | $373.9K | 0.10% | +7+0.9% | Added |
| D.B. Root & Company, LLC | 805 | $374.9K | 0.12% | −36−4.3% | Reduced |
| Flputnam Investment Management Co | 806 | $375.4K | 0.01% | −49−5.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 807 | $375.8K | 0.04% | +12+1.5% | Added |
| Western Wealth Management, LLC | 808 | $376.4K | 0.02% | −14−1.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 810 | $377.1K | 0.06% | +64+8.6% | Added |
| Alta Advisers Ltd | 811 | $377.7K | 0.16% | +300+58.7% | Added |
| Balboa Wealth Partners | 811 | $377.8K | 0.09% | +5+0.6% | Added |
| American National Bank | 818 | $380.9K | 0.04% | −36−4.2% | Reduced |
| Addison Advisors LLC | 821 | $382.3K | 0.10% | +10+1.2% | Added |
| SMART Wealth LLC | 823 | $383.3K | 0.14% | +823 | New |
| Fort Point Capital Partners LLC | 842 | $392.1K | 0.04% | −34−3.9% | Reduced |
| Great Valley Advisor Group, Inc. | 845 | $393.4K | 0.01% | −34−3.9% | Reduced |
| 4J Wealth Management LLC | 852 | $396.5K | 0.31% | −2−0.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 917 | $399.1K | 0.18% | +41+4.7% | Added |
| Outlook Wealth Advisors, LLC | 860 | $400.5K | 0.11% | +9+1.1% | Added |
| Delta Investment Management, LLC | 861 | $401.0K | 0.08% | +142+19.7% | Added |
| Castleview Partners, LLC | 865 | $402.8K | 0.27% | −133−13.3% | Reduced |