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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 3,416 | $1.59M | 0.01% | +320+10.3% | Added |
| Shilanski & Associates, Inc. | 3,428 | $1.60M | 0.50% | +175+5.4% | Added |
| General Partner, Inc. | 3,445 | $1.60M | 1.04% | −250−6.8% | Reduced |
| HM Payson & Co | 3,458 | $1.61M | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,471 | $1.62M | 0.03% | +163+4.9% | Added |
| Harbert Fund Advisors, Inc. | 3,500 | $1.63M | 1.89% | +250+7.7% | Added |
| Citizens Financial Group Inc | 3,516 | $1.64M | 0.03% | −108−3.0% | Reduced |
| Knollwood Investment Advisory, LLC | 3,561 | $1.66M | 0.18% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,585 | $1.67M | 0.02% | +1,743+94.6% | Added |
| Quadrant Capital Group LLC | 3,630 | $1.69M | 0.06% | +2,108+138.5% | Added |
| Park Avenue Securities LLC | 3,645 | $1.70M | 0.02% | +433+13.5% | Added |
| Avantax Advisory Services, Inc. | 3,652 | $1.70M | 0.01% | +524+16.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,654 | $1.70M | 0.00% | −435−10.6% | Reduced |
| Cresset Asset Management, LLC | 3,662 | $1.71M | 0.01% | −1,611−30.6% | Reduced |
| GeoWealth Management, LLC | 3,663 | $1.71M | 0.07% | +693+23.3% | Added |
| Bokf, NA | 3,666 | $1.71M | 0.03% | −11−0.3% | Reduced |
| Long Road Investment Counsel, LLC | 3,679 | $1.71M | 0.66% | 00.0% | Unchanged |
| United Services Automobile Association | 3,743 | $1.73M | 0.05% | +3,743 | New |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.73M | 0.60% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,735 | $1.74M | 0.03% | +32+0.9% | Added |
| D.A. Davidson & Co. | 3,735 | $1.74M | 0.01% | +529+16.5% | Added |
| Moloney Securities Asset Management, LLC | 3,757 | $1.75M | 0.24% | −12−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,784 | $1.76M | 0.01% | +133+3.6% | Added |
| Marshall Financial Group LLC | 3,814 | $1.78M | 0.39% | +22+0.6% | Added |
| CWM, LLC | 3,839 | $1.79M | 0.01% | +752+24.4% | Added |
| HighPoint Advisor Group LLC | 4,001 | $1.79M | 0.10% | +119+3.1% | Added |
| Angeles Wealth Management, LLC | 3,875 | $1.80M | 0.15% | −33−0.8% | Reduced |
| Kornitzer Capital Management Inc | 3,895 | $1.81M | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,917 | $1.82M | 0.28% | +3,098+378.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,930 | $1.82M | 0.02% | +916+30.4% | Added |
| Accent Capital Management, LLC | 3,938 | $1.83M | 1.07% | +8+0.2% | Added |
| Texas Yale Capital Corp. | 3,944 | $1.84M | 0.08% | +10.0% | Added |
| IFP Advisors, Inc | 3,950 | $1.84M | 0.06% | +2,221+128.5% | Added |
| Benjamin Edwards Inc | 4,017 | $1.87M | 0.03% | +428+11.9% | Added |
| Essex Savings Bank | 4,116 | $1.92M | 0.47% | −3−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 4,124 | $1.92M | 0.12% | +235+6.0% | Added |
| Kirtland Hills Capital Management, LLC | 4,535 | $1.93M | 1.17% | +54+1.2% | Added |
| Rodgers Brothers Inc. | 4,153 | $1.93M | 0.26% | +4+0.1% | Added |
| Clean Yield Group | 4,153 | $1.93M | 0.63% | +3,751+933.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,204 | $1.96M | 0.00% | +3,624+624.8% | Added |
| TFR Capital, LLC. | 4,258 | $1.98M | 0.83% | +554+15.0% | Added |
| Hantz Financial Services, Inc. | 4,331 | $2.02M | 0.04% | +123+2.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,342 | $2.02M | 0.02% | +119+2.8% | Added |
| IMS Capital Management | 4,348 | $2.02M | 1.02% | +25+0.6% | Added |
| Leonteq Securities AG | 4,459 | $2.08M | 0.16% | +261+6.2% | Added |
| Blue Edge Capital, LLC | 4,461 | $2.08M | 0.33% | +135+3.1% | Added |
| Delta Global Management LP | 4,466 | $2.08M | 0.15% | +4,466 | New |
| Rossmore Private Capital | 4,501 | $2.10M | 0.26% | −99−2.2% | Reduced |
| Parallel Advisors, LLC | 4,552 | $2.12M | 0.05% | +212+4.9% | Added |
| Ossiam | 4,555 | $2.12M | 0.03% | −568−11.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,596 | $2.14M | 0.15% | −2,107−31.4% | Reduced |
| Signaturefd, LLC | 4,609 | $2.15M | 0.04% | +141+3.2% | Added |
| Investment House LLC | 4,699 | $2.19M | 0.12% | +4,699 | New |
| Vanderbilt University | 4,707 | $2.19M | 0.42% | −106−2.2% | Reduced |
| Exchange Capital Management, Inc. | 4,742 | $2.21M | 0.36% | −146−3.0% | Reduced |
| Guggenheim Capital LLC | 4,775 | $2.22M | 0.02% | +213+4.7% | Added |
| Miracle Mile Advisors, LLC | 4,912 | $2.29M | 0.05% | −257−5.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,924 | $2.29M | 0.04% | −24−0.5% | Reduced |
| Spire Wealth Management | 4,935 | $2.30M | 0.07% | −283−5.4% | Reduced |
| Lido Advisors, LLC | 4,935 | $2.30M | 0.01% | +3,095+168.2% | Added |
| Kerusso Capital Management LLC | 4,964 | $2.31M | 1.47% | +128+2.6% | Added |
| Blue Fin Capital, Inc. | 4,989 | $2.32M | 0.45% | +49+1.0% | Added |
| MCF Advisors LLC | 4,996 | $2.33M | 0.17% | −532−9.6% | Reduced |
| Naples Global Advisors, LLC | 5,002 | $2.33M | 0.22% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 5,004 | $2.33M | 0.69% | +3,416+215.1% | Added |
| Saturna Capital CORP | 5,015 | $2.34M | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,027 | $2.34M | 0.03% | −2,199−30.4% | Reduced |
| Apollon Wealth Management, LLC | 5,031 | $2.34M | 0.05% | +417+9.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,035 | $2.35M | 0.01% | −497−9.0% | Reduced |
| Okabena Investment Services Inc | 5,037 | $2.35M | 0.59% | +1,932+62.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,056 | $2.35M | 0.07% | +331+7.0% | Added |
| Farringdon Capital, Ltd. | 5,059 | $2.36M | 1.19% | +3,393+203.7% | Added |
| Legacy Advisors, LLC | 5,110 | $2.38M | 0.25% | +11+0.2% | Added |
| LMCG Investments, LLC | 5,125 | $2.39M | 0.16% | +77+1.5% | Added |
| Davenport & Co LLC | 5,147 | $2.40M | 0.01% | +480+10.3% | Added |
| Bryn Mawr Trust Co | 5,148 | $2.40M | 0.04% | +34+0.7% | Added |
| Value Partners Investments Inc. | 5,182 | $2.41M | 0.21% | −38−0.7% | Reduced |
| Walleye Capital LLC | 5,188 | $2.42M | 0.03% | +290+5.9% | Added |
| Beacon Investment Advisory Services, Inc. | 5,211 | $2.43M | 0.11% | +443+9.3% | Added |
| Clearstead Advisors, LLC | 5,242 | $2.44M | 0.04% | +1,529+41.2% | Added |
| Nomura Holdings Inc | 5,296 | $2.47M | 0.01% | +165+3.2% | Added |
| Webster Bank, N. A. | 5,399 | $2.51M | 0.28% | +5,399 | New |
| Empirical Finance, LLC | 5,489 | $2.56M | 0.15% | +95+1.8% | Added |
| Transcend Wealth Collective, LLC | 5,498 | $2.56M | 0.18% | +31+0.6% | Added |
| Arete Wealth Advisors, LLC | 5,513 | $2.57M | 0.20% | +142+2.6% | Added |
| CAPROCK Group, Inc. | 5,513 | $2.57M | 0.08% | +133+2.5% | Added |
| TD Waterhouse Canada Inc. | 5,493 | $2.57M | 0.02% | −366−6.2% | Reduced |
| Loomis Sayles & Co L P | 5,620 | $2.62M | 0.00% | +2,945+110.1% | Added |
| Centiva Capital, LP | 5,643 | $2.63M | 0.15% | +4,065+257.6% | Added |
| Investment Management Corp of Ontario | 5,660 | $2.64M | 0.05% | +5,660 | New |
| Ostrum Asset Management | 5,666 | $2.64M | 0.14% | +182+3.3% | Added |
| Tower Research Capital LLC (TRC) | 5,683 | $2.65M | 0.08% | −4,358−43.4% | Reduced |
| Lord, Abbett & Co. LLC | 5,715 | $2.66M | 0.01% | +1,144+25.0% | Added |
| Edgestream Partners, L.P. | 5,742 | $2.67M | 0.09% | −3,671−39.0% | Reduced |
| BTG Pactual Asset Management US LLC | 5,800 | $2.70M | 0.35% | +5,800 | New |
| Applied Capital LLC | 5,810 | $2.71M | 2.17% | −43−0.7% | Reduced |
| Groupama Asset Managment | 5,924 | $2.73M | 0.05% | +446+8.1% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.75M | 1.49% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,926 | $2.76M | 0.41% | −104−1.7% | Reduced |
| Fairbanks Capital Management, Inc. | 5,944 | $2.77M | 1.78% | −32−0.5% | Reduced |