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 3 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
- 1,314
- +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 |
|---|---|---|---|---|---|
| Syon Capital LLC | 1,902 | $885.7K | 0.07% | +169+9.8% | Added |
| Evergreen Capital Management LLC | 1,920 | $894.1K | 0.03% | −14−0.7% | Reduced |
| Promethium Advisors,llc | 1,928 | $897.9K | 0.58% | +782+68.2% | Added |
| Panagora Asset Management Inc | 1,973 | $918.8K | 0.00% | −167−7.8% | Reduced |
| Riversedge Advisors, LLC | 1,979 | $921.6K | 0.21% | +28+1.4% | Added |
| Aptus Capital Advisors, LLC | 1,988 | $925.9K | 0.01% | +641+47.6% | Added |
| Choate Investment Advisors | 1,996 | $929.5K | 0.02% | +5+0.3% | Added |
| Stonebridge Capital Management Inc | 2,000 | $931.0K | 0.40% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $931.4K | 0.75% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,006 | $934.0K | 0.32% | +479+31.4% | Added |
| Legacy Capital Group California, Inc. | 2,027 | $944.0K | 0.33% | +2,027 | New |
| Sentry LLC | 2,042 | $950.9K | 0.19% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 2,050 | $954.7K | 0.16% | −954−31.8% | Reduced |
| Beacon Pointe Advisors, LLC | 2,055 | $957.0K | 0.01% | +33+1.6% | Added |
| Fieldview Capital Management, LLC | 2,057 | $957.9K | 0.14% | +2,057 | New |
| Quantbot Technologies LP | 2,058 | $958.4K | 0.03% | −9,816−82.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,070 | $964.0K | 0.18% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,088 | $972.4K | 0.05% | −799−27.7% | Reduced |
| J. W. Coons Advisors, LLC | 2,128 | $991.0K | 0.26% | +100+4.9% | Added |
| Maple Capital Management, Inc. | 2,152 | $1.00M | 0.08% | −4−0.2% | Reduced |
| Profund Advisors LLC | 2,165 | $1.01M | 0.04% | −136−5.9% | Reduced |
| Roberts Capital Advisors, LLC | 2,183 | $1.02M | 0.89% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 2,197 | $1.02M | 0.19% | −248−10.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 2,200 | $1.02M | 0.44% | +2,200 | New |
| Triangle Securities Wealth Management | 2,207 | $1.03M | 0.26% | −25−1.1% | Reduced |
| Wedmont Private Capital | 2,427 | $1.04M | 0.05% | +133+5.8% | Added |
| Adviser Investments LLC | 2,240 | $1.04M | 0.01% | −101−4.3% | Reduced |
| Baader Bank INC | 2,274 | $1.06M | 0.11% | +10+0.4% | Added |
| Cypress Capital Group | 2,280 | $1.06M | 0.14% | −10−0.4% | Reduced |
| Benin Management CORP | 2,283 | $1.06M | 0.30% | 00.0% | Unchanged |
| Novem Group | 2,303 | $1.07M | 0.15% | +566+32.6% | Added |
| LVW Advisors, LLC | 2,341 | $1.09M | 0.13% | +84+3.7% | Added |
| Exchange Traded Concepts, LLC | 2,386 | $1.11M | 0.02% | +795+50.0% | Added |
| Capital Analysts, LLC | 2,395 | $1.11M | 0.04% | −80−3.2% | Reduced |
| Ritholtz Wealth Management | 2,452 | $1.14M | 0.03% | +432+21.4% | Added |
| National Asset Management, Inc. | 2,453 | $1.14M | 0.03% | −1,118−31.3% | Reduced |
| Heritage Family Offices, LLP | 2,481 | $1.16M | 0.59% | +18+0.7% | Added |
| Redmond Asset Management, LLC | 2,490 | $1.16M | 0.30% | +48+2.0% | Added |
| E Fund Management Co., Ltd. | 2,490 | $1.16M | 0.06% | +981+65.0% | Added |
| Bahl & Gaynor Inc | 2,516 | $1.17M | 0.01% | −11−0.4% | Reduced |
| Smartleaf Asset Management LLC | 2,552 | $1.18M | 0.11% | +439+20.8% | Added |
| Anchor Investment Management, LLC | 2,532 | $1.18M | 0.11% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,535 | $1.18M | 0.02% | +2,535 | New |
| Smithfield Trust Co | 2,542 | $1.18M | 0.06% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,541 | $1.18M | 0.09% | −782−23.5% | Reduced |
| Washington Trust Advisors, Inc. | 2,555 | $1.19M | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,556 | $1.19M | 0.04% | +88+3.6% | Added |
| Key Financial Inc | 2,570 | $1.20M | 0.26% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 2,590 | $1.21M | 0.04% | −2,530−49.4% | Reduced |
| Principal Securities, Inc. | 2,551 | $1.21M | 0.03% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 2,600 | $1.21M | 0.43% | +2,600 | New |
| Oppenheimer & Co Inc | 2,603 | $1.21M | 0.02% | +350+15.5% | Added |
| AXS Investments LLC | 2,623 | $1.22M | 0.34% | −134−4.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,627 | $1.22M | 0.05% | −139−5.0% | Reduced |
| Sepio Capital, LP | 2,636 | $1.23M | 0.10% | −2−0.1% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,637 | $1.23M | 0.03% | −1,840−41.1% | Reduced |
| Pinnacle Financial Partners Inc | 2,602 | $1.23M | 0.02% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,661 | $1.24M | 0.44% | −140−5.0% | Reduced |
| Accretive Wealth Partners, LLC | 2,729 | $1.26M | 0.45% | +198+7.8% | Added |
| MUFG Securities Americas Inc. | 2,740 | $1.28M | 0.15% | +439+19.1% | Added |
| Evermay Wealth Management LLC | 2,742 | $1.28M | 0.17% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,745 | $1.28M | 0.01% | +324+13.4% | Added |
| Stevens Capital Management LP | 2,756 | $1.28M | 0.32% | +2,756 | New |
| Assetmark, Inc | 2,786 | $1.30M | 0.00% | +299+12.0% | Added |
| Central Trust Co | 2,856 | $1.33M | 0.03% | −17−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,861 | $1.33M | 0.01% | −99−3.3% | Reduced |
| Ballast Advisors LLC | 2,864 | $1.33M | 0.43% | +213+8.0% | Added |
| SRS Capital Advisors, Inc. | 2,903 | $1.35M | 0.09% | −460−13.7% | Reduced |
| Quest Partners LLC | 2,980 | $1.39M | 0.15% | −2,333−43.9% | Reduced |
| Monte Financial Group, LLC | 3,279 | $1.39M | 0.61% | +384+13.3% | Added |
| Vestcor Inc | 2,995 | $1.40M | 0.05% | +6+0.2% | Added |
| Genus Capital Management Inc. | 3,013 | $1.40M | 0.20% | +3,013 | New |
| Coldstream Capital Management Inc | 3,019 | $1.41M | 0.03% | +66+2.2% | Added |
| Equitable Trust Co | 3,034 | $1.41M | 0.08% | −79−2.5% | Reduced |
| Harbor Capital Advisors, Inc. | 3,034 | $1.41M | 0.06% | +3,034 | New |
| Frank, Rimerman Advisors LLC | 3,035 | $1.41M | 0.11% | +52+1.7% | Added |
| MAI Capital Management | 3,038 | $1.41M | 0.01% | +74+2.5% | Added |
| Bridges Investment Management Inc | 3,040 | $1.42M | 0.02% | −124−3.9% | Reduced |
| Independent Advisor Alliance | 3,049 | $1.42M | 0.05% | −406−11.8% | Reduced |
| CWA Asset Management Group, LLC | 3,051 | $1.42M | 0.07% | −44−1.4% | Reduced |
| Entropy Technologies, LP | 3,068 | $1.43M | 0.14% | +2,368+338.3% | Added |
| RSM US Wealth Management LLC | 3,086 | $1.44M | 0.02% | −1,226−28.4% | Reduced |
| Hills Bank & Trust Co | 3,087 | $1.44M | 0.10% | −26−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 3,095 | $1.44M | 0.02% | +3,095 | New |
| Y-Intercept (Hong Kong) Ltd | 3,104 | $1.45M | 0.10% | +3,104 | New |
| Ironwood Investment Counsel, LLC | 3,118 | $1.45M | 0.25% | +14+0.5% | Added |
| Rockline Wealth Management, LLC | 3,127 | $1.46M | 0.41% | +230+7.9% | Added |
| Savant Capital, LLC | 3,157 | $1.47M | 0.01% | −114−3.5% | Reduced |
| Great Lakes Retirement, Inc. | 3,185 | $1.48M | 0.19% | +281+9.7% | Added |
| TownSquare Capital, LLC | 3,184 | $1.48M | 0.02% | +753+31.0% | Added |
| Capital Investment Advisors, LLC | 3,244 | $1.51M | 0.03% | +518+19.0% | Added |
| Concurrent Investment Advisors, LLC | 3,282 | $1.53M | 0.04% | +2,440+289.8% | Added |
| V-Square Quantitative Management LLC | 3,288 | $1.53M | 0.22% | +177+5.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,290 | $1.53M | 0.00% | −5,031−60.5% | Reduced |
| Round Hill Asset Management | 3,299 | $1.54M | 1.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,317 | $1.54M | 0.01% | −150−4.3% | Reduced |
| Mystic Asset Management, Inc. | 3,348 | $1.56M | 0.41% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,375 | $1.57M | 0.24% | +618+22.4% | Added |
| Everence Capital Management Inc | 3,375 | $1.57M | 0.11% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 3,410 | $1.59M | 1.51% | −690−16.8% | Reduced |