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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 5,961 | $2.78M | 0.05% | −179−2.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,005 | $2.80M | 0.36% | +447+8.0% | Added |
| Change Path, LLC | 6,007 | $2.80M | 0.08% | −572−8.7% | Reduced |
| HRT Financial LP | 6,017 | $2.80M | 0.02% | −2,926−32.7% | Reduced |
| Trust Co of Toledo NA | 6,030 | $2.81M | 0.37% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,030 | $2.81M | 0.01% | −83−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,034 | $2.81M | 0.07% | 00.0% | Unchanged |
| Milestones Administradora de Recursos Ltda. | 6,055 | $2.82M | 1.44% | +3,375+125.9% | Added |
| Diversified Trust Co | 6,074 | $2.83M | 0.07% | +1,129+22.8% | Added |
| Fortis Capital Management LLC | 6,185 | $2.88M | 0.56% | +477+8.4% | Added |
| Van Den Berg Management I, Inc | 6,205 | $2.89M | 0.88% | −59−0.9% | Reduced |
| Patton Fund Management, Inc. | 6,212 | $2.89M | 0.70% | −1,860−23.0% | Reduced |
| Crewe Advisors LLC | 6,217 | $2.90M | 0.41% | −208−3.2% | Reduced |
| Commerce Bank | 6,229 | $2.90M | 0.02% | −283−4.3% | Reduced |
| Sterling Capital Management LLC | 6,232 | $2.90M | 0.05% | −513−7.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 6,099 | $2.92M | 0.16% | +6,099 | New |
| S-Bank Fund Management Ltd | 6,317 | $2.94M | 0.55% | +6,317 | New |
| Chicago Partners Investment Group LLC | 6,324 | $2.96M | 0.10% | −1,109−14.9% | Reduced |
| Tema ETFs LLC | 6,411 | $2.99M | 0.89% | +3,800+145.5% | Added |
| Siemens Fonds Invest GmbH | 6,429 | $2.99M | 0.21% | +84+1.3% | Added |
| Crawford Investment Counsel Inc | 6,565 | $3.06M | 0.05% | −55−0.8% | Reduced |
| Huntington National Bank | 6,636 | $3.09M | 0.02% | +305+4.8% | Added |
| Brinker Capital Investments, LLC | 6,666 | $3.10M | 0.03% | +135+2.1% | Added |
| Orion Portfolio Solutions, LLC | 6,666 | $3.10M | 0.03% | +135+2.1% | Added |
| Greenleaf Trust | 6,673 | $3.11M | 0.03% | −19−0.3% | Reduced |
| Connable Office Inc | 6,727 | $3.13M | 0.33% | −283−4.0% | Reduced |
| Alphinity Investment Management Pty Ltd | 6,747 | $3.14M | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,800 | $3.17M | 0.05% | −200−2.9% | Reduced |
| Thrivent Financial for Lutherans | 6,801 | $3.17M | 0.01% | −690−9.2% | Reduced |
| Johnson Investment Counsel Inc | 6,825 | $3.18M | 0.03% | −8−0.1% | Reduced |
| Intech Investment Management LLC | 6,867 | $3.20M | 0.03% | −1,390−16.8% | Reduced |
| First National Bank of Omaha | 6,870 | $3.20M | 0.22% | −76−1.1% | Reduced |
| Van Strum & Towne Inc. | 6,883 | $3.21M | 1.08% | +2,133+44.9% | Added |
| Syntegra Private Wealth Group, LLC | 6,910 | $3.22M | 0.38% | +20.0% | Added |
| Inkwell Capital LLC | 6,915 | $3.22M | 3.52% | −44−0.6% | Reduced |
| Regions Financial Corp | 6,942 | $3.23M | 0.02% | +1,128+19.4% | Added |
| ING Groep NV | 6,943 | $3.23M | 0.02% | −100−1.4% | Reduced |
| First National Advisers, LLC | 6,988 | $3.25M | 0.52% | −33−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 7,030 | $3.27M | 0.09% | −200−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 7,050 | $3.28M | 0.09% | −156−2.2% | Reduced |
| Merit Financial Group, LLC | 7,055 | $3.29M | 0.05% | +3,335+89.7% | Added |
| Voleon Capital Management LP | 7,125 | $3.32M | 0.26% | −4,040−36.2% | Reduced |
| PGGM Investments | 7,132 | $3.32M | 0.04% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7,197 | $3.35M | 2.39% | +1,860+34.9% | Added |
| Slow Capital, Inc. | 7,217 | $3.36M | 0.45% | +106+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,259 | $3.38M | 0.01% | +678+10.3% | Added |
| Pine Valley Investments Ltd Liability Co | 7,275 | $3.39M | 0.22% | −627−7.9% | Reduced |
| New Mexico Educational Retirement Board | 7,292 | $3.40M | 0.12% | −200−2.7% | Reduced |
| Boston Trust Walden Corp | 7,380 | $3.44M | 0.03% | −100−1.3% | Reduced |
| Maryland State Retirement & Pension System | 7,389 | $3.44M | 0.08% | −1,169−13.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,430 | $3.48M | 0.01% | −108−1.4% | Reduced |
| Dorsey Wright & Associates | 7,491 | $3.49M | 0.89% | +106+1.4% | Added |
| Atom Investors LP | 7,519 | $3.50M | 0.43% | −1,738−18.8% | Reduced |
| Yacktman Asset Management LP | 7,670 | $3.57M | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,758 | $3.61M | 0.23% | −7−0.1% | Reduced |
| Rathbone Brothers plc | 7,800 | $3.63M | 0.02% | +6+0.1% | Added |
| Snowden Capital Advisors LLC | 7,807 | $3.64M | 0.12% | +6,447+474.0% | Added |
| Pacer Advisors, Inc. | 7,899 | $3.68M | 0.01% | −4,384−35.7% | Reduced |
| Citadel Investment Advisory, Inc. | 7,985 | $3.72M | 1.82% | 00.0% | Unchanged |
| Harbor Advisors LLC | 8,000 | $3.73M | 0.65% | 00.0% | Unchanged |
| Norinchukin Bank, The | 8,074 | $3.76M | 0.07% | +1,054+15.0% | Added |
| Benchstone Capital Management LP | 8,144 | $3.79M | 0.40% | −69,239−89.5% | Reduced |
| Diversify Wealth Management, LLC | 8,601 | $3.84M | 0.29% | +8,601 | New |
| Securian Asset Management, Inc | 8,265 | $3.85M | 0.12% | −100−1.2% | Reduced |
| Vinva Investment Management Ltd | 8,375 | $3.86M | 0.16% | +319+4.0% | Added |
| Louisiana State Employees Retirement System | 8,300 | $3.87M | 0.08% | −100−1.2% | Reduced |
| Bretton Capital Management, LLC | 8,300 | $3.87M | 3.66% | 00.0% | Unchanged |
| Allianz SE | 8,590 | $4.00M | 0.11% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 8,631 | $4.02M | 0.01% | +4,112+91.0% | Added |
| Toroso Investments, LLC | 8,730 | $4.07M | 0.03% | −639−6.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,760 | $4.08M | 0.42% | −192−2.1% | Reduced |
| Bridgewater Associates, LP | 8,808 | $4.10M | 0.02% | −4,577−34.2% | Reduced |
| Umb Bank N A | 8,864 | $4.13M | 0.07% | +6,611+293.4% | Added |
| Banque Cantonale Vaudoise | 8,938 | $4.16M | 0.18% | +8,938 | New |
| Commerzbank Aktiengesellschaft | 8,946 | $4.17M | 0.10% | +7,543+537.6% | Added |
| Bell Asset Management Ltd | 8,985 | $4.18M | 0.77% | +2,014+28.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,048 | $4.21M | 0.19% | +471+5.5% | Added |
| United Capital Financial Advisers, LLC | 9,052 | $4.22M | 0.04% | +724+8.7% | Added |
| Bessemer Group Inc | 9,114 | $4.24M | 0.01% | +4,495+97.3% | Added |
| Advisor Group Holdings, Inc. | 9,181 | $4.28M | 0.01% | −14,668−61.5% | Reduced |
| Glenview Trust Co | 9,227 | $4.30M | 0.08% | +10.0% | Added |
| Dark Forest Capital Management LP | 9,276 | $4.32M | 0.20% | +4,872+110.6% | Added |
| Gulf International Bank (UK) Ltd | 9,371 | $4.36M | 0.15% | −3,556−27.5% | Reduced |
| Auto-Owners Insurance Co | 45,143 | $4.39M | 0.14% | +44,210+4,738.5% | Added |
| Hartford Investment Management Co | 9,441 | $4.40M | 0.15% | −182−1.9% | Reduced |
| Federated Hermes, Inc. | 9,455 | $4.40M | 0.01% | +3,977+72.6% | Added |
| Windmill Hill Asset Management Ltd | 9,491 | $4.42M | 1.37% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 9,497 | $4.42M | 0.08% | +784+9.0% | Added |
| Gallo Partners, LP | 9,547 | $4.45M | 2.97% | +9,547 | New |
| Ieq Capital, LLC | 9,585 | $4.46M | 0.04% | +206+2.2% | Added |
| Omers Administration Corp | 9,596 | $4.47M | 0.04% | +2,727+39.7% | Added |
| Twin Tree Management, LP | 9,625 | $4.48M | 0.10% | +9,625 | New |
| Brevan Howard Capital Management LP | 9,807 | $4.57M | 0.13% | +4,866+98.5% | Added |
| Insight Wealth Strategies, LLC | 9,889 | $4.60M | 0.62% | −16−0.2% | Reduced |
| Verition Fund Management LLC | 9,920 | $4.62M | 0.03% | +7,183+262.4% | Added |
| Jones Financial Companies LLLP | 10,092 | $4.66M | 0.00% | +2,372+30.7% | Added |
| KP Management LLC | 10,000 | $4.66M | 1.79% | 00.0% | Unchanged |
| Smith, Salley & Associates | 10,075 | $4.69M | 0.31% | +367+3.8% | Added |
| Taylor Hoffman Capital Management LLC | 10,012 | $4.69M | 1.74% | +53+0.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $4.70M | 0.64% | 00.0% | Unchanged |