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 |
|---|---|---|---|---|---|
| Roanoke Asset Management Corp | 866 | $403.0K | 0.14% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 867 | $403.8K | 0.01% | −136−13.6% | Reduced |
| Kera Capital Partners, Inc. | 867 | $403.8K | 0.12% | +52+6.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 872 | $406.1K | 0.01% | +131+17.7% | Added |
| Pinnacle Associates Ltd | 879 | $409.4K | 0.01% | +1+0.1% | Added |
| Shelton Capital Management | 880 | $409.8K | 0.01% | −21−2.3% | Reduced |
| Bradley Foster & Sargent Inc | 885 | $412.1K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 888 | $413.7K | 0.01% | +106+13.6% | Added |
| Kathleen S. Wright Associates Inc. | 900 | $413.9K | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 891 | $414.9K | 0.03% | −13−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,050 | $418.4K | 0.01% | +7+0.7% | Added |
| Groupe la Francaise | 896 | $420.2K | 0.01% | −140−13.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 903 | $420.5K | 0.02% | −52−5.4% | Reduced |
| Catalytic Wealth RIA, LLC | 903 | $420.5K | 0.08% | +903 | New |
| Abn Amro Investment Solutions | 909 | $423.3K | 0.01% | −301−24.9% | Reduced |
| Tributary Capital Management, LLC | 915 | $426.1K | 0.04% | −30−3.2% | Reduced |
| Hanlon Investment Management, Inc. | 917 | $427.1K | 0.32% | −25−2.7% | Reduced |
| Arkadios Wealth Advisors | 918 | $427.5K | 0.02% | +918 | New |
| Manchester Capital Management LLC | 921 | $428.9K | 0.05% | +104+12.7% | Added |
| Simon Quick Advisors, LLC | 921 | $428.9K | 0.02% | +311+51.0% | Added |
| We Are One Seven, LLC | 922 | $429.4K | 0.02% | +279+43.4% | Added |
| Pettee Investors, Inc. | 924 | $430.3K | 0.26% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 930 | $433.2K | 0.13% | −340−26.8% | Reduced |
| Sunflower Bank, N.A. | 934 | $435.0K | 0.12% | +2+0.2% | Added |
| Hutner Capital Management Inc | 945 | $440.1K | 0.19% | −14−1.5% | Reduced |
| Baxter Bros Inc | 949 | $441.9K | 0.06% | 00.0% | Unchanged |
| 111 Capital | 949 | $441.9K | 0.09% | +206+27.7% | Added |
| Procyon Private Wealth Partners, LLC | 953 | $443.8K | 0.03% | +46+5.1% | Added |
| RFG Advisory, LLC | 954 | $444.4K | 0.01% | +41+4.5% | Added |
| Ted Buchan & Co | 955 | $444.7K | 0.21% | +955 | New |
| Aprio Wealth Management, LLC | 964 | $448.7K | 0.06% | +93+10.7% | Added |
| Correct Capital Wealth Management | 964 | $448.9K | 0.09% | 00.0% | Unchanged |
| Shearwater Capital LLC | 964 | $449.0K | 0.32% | 00.0% | Unchanged |
| Investment Management Corp | 969 | $451.1K | 0.41% | +925+2,102.3% | Added |
| Moneta Group Investment Advisors LLC | 973 | $453.1K | 0.01% | +30+3.2% | Added |
| Penobscot Investment Management Company, Inc. | 985 | $458.7K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 986 | $459.2K | 0.06% | +84+9.3% | Added |
| Fidelis Capital Partners, LLC | 1,050 | $460.6K | 0.05% | −43−3.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,000 | $465.7K | 0.03% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,000 | $465.7K | 0.20% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,000 | $465.7K | 0.06% | −10−1.0% | Reduced |
| Diversify Advisory Services, LLC | 1,044 | $466.5K | 0.03% | +1,044 | New |
| Legacy Financial Advisors, Inc. | 1,002 | $466.7K | 0.08% | +140+16.2% | Added |
| Capital Advisors, Ltd. LLC | 1,003 | $467.0K | 0.06% | +10+1.0% | Added |
| Financial Advocates Investment Management | 1,005 | $467.8K | 0.03% | +19+1.9% | Added |
| Lindbrook Capital, LLC | 1,006 | $468.5K | 0.04% | +233+30.1% | Added |
| NBC Securities, Inc. | 1,007 | $469.0K | 0.04% | +1,007 | New |
| Warren Averett Asset Management, LLC | 1,008 | $469.2K | 0.01% | +13+1.3% | Added |
| Bridgewater Advisors Inc. | 1,050 | $469.4K | 0.04% | +1,050 | New |
| Mesirow Financial Investment Management, Inc. | 1,001 | $469.6K | 0.01% | +15+1.5% | Added |
| Broadleaf Partners, LLC | 1,020 | $475.0K | 0.12% | 00.0% | Unchanged |
| Allworth Financial LP | 1,085 | $476.7K | 0.00% | +84+8.4% | Added |
| White Pine Capital LLC | 1,029 | $479.2K | 0.17% | +68+7.1% | Added |
| Beese Fulmer Investment Management, Inc. | 1,030 | $479.7K | 0.04% | +30+3.0% | Added |
| Stratos Wealth Advisors, LLC | 1,042 | $485.2K | 0.03% | −27−2.5% | Reduced |
| Graypoint LLC | 1,048 | $488.1K | 0.03% | +44+4.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,051 | $489.4K | 0.01% | +1,051 | New |
| Howland Capital Management LLC | 1,053 | $490.4K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,054 | $490.4K | 0.03% | +363+52.5% | Added |
| Promus Capital, LLC | 1,054 | $491.1K | 0.37% | +75+7.7% | Added |
| Eventide Asset Management, LLC | 1,079 | $497.8K | 0.01% | +1,079 | New |
| Cozad Asset Management Inc | 1,070 | $498.3K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,071 | $498.9K | 0.01% | −106−9.0% | Reduced |
| Schechter Investment Advisors, LLC | 1,074 | $500.0K | 0.04% | −86−7.4% | Reduced |
| PDS Planning, Inc | 1,075 | $500.6K | 0.04% | +64+6.3% | Added |
| CX Institutional | 1,076 | $501.0K | 0.02% | −37−3.3% | Reduced |
| VestGen Advisors, LLC | 1,076 | $501.2K | 0.02% | +1,076 | New |
| BSW Wealth Partners | 1,083 | $504.4K | 0.08% | −17−1.5% | Reduced |
| Virtus ETF Advisers LLC | 1,089 | $507.1K | 0.33% | +1,089 | New |
| Mather Group, LLC. | 1,094 | $509.6K | 0.01% | −269−19.7% | Reduced |
| Cache Advisors, LLC | 1,096 | $510.4K | 0.20% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,100 | $512.3K | 0.07% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,100 | $512.3K | 0.58% | +300+37.5% | Added |
| Conning Inc. | 1,106 | $515.1K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,131 | $527.0K | 0.08% | −212−15.8% | Reduced |
| Abacus Planning Group, Inc. | 1,140 | $530.9K | 0.09% | +9+0.8% | Added |
| GTS Securities LLC | 1,140 | $530.9K | 0.02% | +94+9.0% | Added |
| Sagespring Wealth Partners, LLC | 1,143 | $532.2K | 0.01% | +204+21.7% | Added |
| Mattern Capital Management, LLC | 1,143 | $532.3K | 0.07% | +155+15.7% | Added |
| Trust Co of Vermont | 1,145 | $533.2K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,145 | $533.2K | 0.00% | +74+6.9% | Added |
| Legacy Private Trust Co. | 1,160 | $540.2K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,162 | $541.1K | 0.41% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,169 | $541.2K | 0.06% | +26+2.3% | Added |
| Fisher Asset Management, LLC | 1,164 | $542.3K | 0.00% | +693+147.1% | Added |
| Spirepoint Private Client, LLC | 1,177 | $548.1K | 0.07% | −672−36.3% | Reduced |
| Park Edge Advisors, LLC | 1,190 | $554.2K | 0.15% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,200 | $558.8K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,200 | $558.8K | 0.01% | +15+1.3% | Added |
| Aaron Wealth Advisors | 1,205 | $561.2K | 0.06% | +25+2.1% | Added |
| Andina Capital Management, LLC | 1,217 | $566.7K | 0.40% | +1,217 | New |
| Haverford Trust Co | 1,218 | $567.2K | 0.01% | −8−0.7% | Reduced |
| Atomi Financial Group, Inc. | 1,218 | $567.4K | 0.03% | +280+29.9% | Added |
| Mayfair Advisory Group, LLC | 1,224 | $570.2K | 0.33% | +173+16.5% | Added |
| Legacy Capital Wealth Partners, LLC | 1,231 | $573.3K | 0.14% | +74+6.4% | Added |
| EP Wealth Advisors, LLC | 1,237 | $576.0K | 0.00% | −72−5.5% | Reduced |
| Invesco, LLC | 1,242 | $578.4K | 0.24% | +349+39.1% | Added |
| Petrus Trust Company, LTA | 1,257 | $585.4K | 0.05% | +1,257 | New |
| Palisades Hudson Asset Management, L.P. | 1,258 | $586.0K | 0.27% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 1,269 | $591.0K | 0.17% | −11−0.9% | Reduced |