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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 1,269 | $591.0K | 0.00% | −11−0.9% | Reduced |
| Eqis Capital Management, Inc. | 1,279 | $595.5K | 0.05% | −146−10.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,280 | $596.1K | 0.03% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,285 | $598.4K | 0.26% | +193+17.7% | Added |
| Stamos Capital Partners, L.P. | 1,293 | $602.1K | 0.16% | −307−19.2% | Reduced |
| FineMark National Bank & Trust | 1,293 | $602.1K | 0.02% | −33−2.5% | Reduced |
| Group One Trading, L.P. | 1,299 | $604.9K | 0.03% | +1,086+509.9% | Added |
| Chronos Wealth Management, LLC | 1,300 | $605.4K | 0.32% | −250−16.1% | Reduced |
| Proficio Capital Partners LLC | 1,304 | $607.1K | 0.05% | +9+0.7% | Added |
| Charter Trust Co | 1,306 | $608.2K | 0.04% | −15−1.1% | Reduced |
| DDD Partners, LLC | 1,310 | $610.1K | 0.07% | +18+1.4% | Added |
| Prosperity Consulting Group, LLC | 1,313 | $611.5K | 0.05% | +9+0.7% | Added |
| AE Wealth Management LLC | 1,320 | $614.9K | 0.01% | +20+1.5% | Added |
| Sowell Financial Services LLC | 1,328 | $618.5K | 0.03% | +1,328 | New |
| Lighthouse Investment Partners, LLC | 1,331 | $619.8K | 0.03% | −1,969−59.7% | Reduced |
| Checchi Capital Advisers, LLC | 1,338 | $623.1K | 0.04% | +11+0.8% | Added |
| HughesLittle Investment Management Ltd. | 1,341 | $624.5K | 0.13% | −24,448−94.8% | Reduced |
| J.W. Cole Advisors, Inc. | 1,344 | $625.8K | 0.02% | +325+31.9% | Added |
| Dorsey & Whitney Trust CO LLC | 1,346 | $626.8K | 0.04% | −125−8.5% | Reduced |
| International Assets Investment Management, LLC | 1,356 | $631.5K | 0.06% | +266+24.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,366 | $636.1K | 0.01% | +701+105.4% | Added |
| Fulton Bank, N.A. | 1,374 | $639.9K | 0.03% | +33+2.5% | Added |
| Resources Investment Advisors, LLC. | 1,376 | $641.0K | 0.01% | −1,026−42.7% | Reduced |
| Impax Asset Management Group plc | 1,377 | $641.3K | 0.00% | +1,377 | New |
| GWM Advisors LLC | 1,382 | $643.6K | 0.00% | −741−34.9% | Reduced |
| Global Endowment Management, LP | 1,397 | $650.6K | 0.08% | −1,762−55.8% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $652.0K | 0.24% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,409 | $656.2K | 0.05% | −229−14.0% | Reduced |
| Opes Wealth Management LLC | 1,414 | $658.5K | 0.13% | +1,414 | New |
| Azzad Asset Management Inc | 1,426 | $664.1K | 0.08% | +1,426 | New |
| Smith Group Asset Management, LLC | 1,447 | $673.9K | 0.05% | +50+3.6% | Added |
| Circle Wealth Management, LLC | 1,448 | $674.3K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 1,449 | $674.8K | 0.03% | +62+4.5% | Added |
| Brave Asset Management Inc | 1,463 | $681.3K | 0.21% | 00.0% | Unchanged |
| Sienna Gestion | 1,514 | $685.3K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,475 | $686.9K | 0.02% | −43−2.8% | Reduced |
| Patton Albertson Miller Group, LLC | 1,483 | $690.6K | 0.10% | −190−11.4% | Reduced |
| ISAM Funds (UK) Ltd | 1,484 | $691.1K | 0.34% | +524+54.6% | Added |
| Evercore Wealth Management, LLC | 1,504 | $700.4K | 0.01% | −36−2.3% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $700.9K | 0.25% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,534 | $714.4K | 0.04% | +926+152.3% | Added |
| Fortis Capital Advisors, LLC | 1,534 | $714.4K | 0.15% | +1,534 | New |
| Skopos Labs, Inc. | 1,537 | $715.3K | 0.15% | +449+41.3% | Added |
| Seeds Investor LLC | 1,552 | $722.8K | 0.20% | +291+23.1% | Added |
| Castle Rock Wealth Management, LLC | 1,547 | $723.4K | 0.20% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,555 | $724.1K | 0.01% | +314+25.3% | Added |
| Fifth Third Wealth Advisors LLC | 1,563 | $727.9K | 0.04% | +60+4.0% | Added |
| Dodge & Cox | 1,566 | $729.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,567 | $730.0K | 0.04% | +1,007+179.8% | Added |
| AMJ Financial Wealth Management | 1,575 | $733.5K | 0.22% | +916+139.0% | Added |
| Ashton Thomas Securities, LLC | 1,574 | $734.4K | 0.20% | +40+2.6% | Added |
| Ellevest, Inc. | 1,581 | $736.4K | 0.05% | −64−3.9% | Reduced |
| Balyasny Asset Management LLC | 1,589 | $740.0K | 0.00% | −64,209−97.6% | Reduced |
| Plato Investment Management Ltd | 1,580 | $743.8K | 0.06% | +367+30.3% | Added |
| Cigna Investments Inc | 1,601 | $745.0K | 0.14% | −22−1.4% | Reduced |
| Guardian Capital LP | 1,610 | $749.8K | 0.03% | +31+2.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,625 | $756.7K | 0.01% | +1+0.1% | Added |
| Argent Trust Co | 1,626 | $757.2K | 0.03% | −8−0.5% | Reduced |
| Cornerstone Planning Group LLC | 1,769 | $762.0K | 0.18% | +14+0.8% | Added |
| Davidson Trust Co | 1,641 | $764.2K | 0.36% | +1,641 | New |
| KG&L Capital Management,LLC | 1,643 | $765.1K | 0.25% | +253+18.2% | Added |
| Empirical Asset Management, LLC | 1,644 | $765.7K | 0.26% | −2,776−62.8% | Reduced |
| Cornercap Investment Counsel Inc | 1,651 | $768.9K | 0.40% | −20−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 1,652 | $769.3K | 0.16% | +11+0.7% | Added |
| Brookstone Capital Management | 1,659 | $772.4K | 0.01% | +84+5.3% | Added |
| Venturi Wealth Management, LLC | 1,659 | $772.6K | 0.04% | −88−5.0% | Reduced |
| Clarius Group, LLC | 1,667 | $776.3K | 0.05% | +200+13.6% | Added |
| Equitable Holdings, Inc. | 1,669 | $777.2K | 0.01% | +1,669 | New |
| Campbell & CO Investment Adviser LLC | 1,681 | $782.8K | 0.06% | +1,119+199.1% | Added |
| Patriot Investment Management Inc. | 1,689 | $786.6K | 0.06% | 00.0% | Unchanged |
| R Squared Ltd | 1,710 | $796.3K | 0.85% | +1,150+205.4% | Added |
| Landscape Capital Management, L.L.C. | 1,721 | $801.5K | 0.07% | −156−8.3% | Reduced |
| GAMMA Investing LLC | 1,724 | $802.9K | 0.06% | +288+20.1% | Added |
| Allstate Corp | 1,727 | $804.2K | 0.02% | −3,152−64.6% | Reduced |
| NorthRock Partners, LLC | 1,728 | $804.7K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,729 | $805.2K | 0.03% | −1,784−50.8% | Reduced |
| Ascent Group, LLC | 1,735 | $808.0K | 0.03% | +1,042+150.4% | Added |
| High Net Worth Advisory Group LLC | 1,744 | $812.2K | 0.23% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,744 | $812.2K | 0.06% | −35−2.0% | Reduced |
| Erste Asset Management GmbH | 1,780 | $821.3K | 0.01% | −392−18.0% | Reduced |
| Summit Financial, LLC | 1,764 | $821.5K | 0.02% | +123+7.5% | Added |
| Resurgent Financial Advisors LLC | 1,765 | $821.9K | 0.49% | −17−1.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,770 | $824.3K | 0.25% | +38+2.2% | Added |
| Advisory Alpha, LLC | 1,777 | $827.7K | 0.03% | +384+27.6% | Added |
| First Horizon Advisors, Inc. | 1,780 | $829.0K | 0.02% | +404+29.4% | Added |
| Sound View Wealth Advisors Group, LLC | 1,783 | $830.3K | 0.07% | +66+3.8% | Added |
| Valeo Financial Advisors, LLC | 1,785 | $831.3K | 0.02% | +13+0.7% | Added |
| Farther Finance Advisors, LLC | 1,780 | $834.5K | 0.02% | +192+12.1% | Added |
| Trust Asset Management LLC | 1,796 | $836.4K | 0.07% | −24−1.3% | Reduced |
| GKV Capital Management Co., Inc. | 1,800 | $838.2K | 0.42% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,802 | $839.1K | 0.16% | +764+73.6% | Added |
| Abc Arbitrage SA | 1,806 | $841.0K | 0.16% | +1,806 | New |
| Legato Capital Management LLC | 1,810 | $842.9K | 0.11% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,814 | $844.8K | 0.11% | +30+1.7% | Added |
| Whittier Trust Co | 1,815 | $845.2K | 0.01% | −71−3.8% | Reduced |
| Spinnaker Trust | 1,840 | $856.9K | 0.06% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,841 | $857.0K | 0.05% | +10+0.5% | Added |
| AlTi Global, Inc. | 1,857 | $864.8K | 0.02% | −628−25.3% | Reduced |
| SRN Advisors, LLC | 1,873 | $872.2K | 0.98% | −46−2.4% | Reduced |
| Fishman Jay A Ltd | 1,875 | $873.2K | 0.10% | 00.0% | Unchanged |