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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 11,048 | $5.14M | 0.01% | −240−2.1% | Reduced |
| Lincoln Capital LLC | 11,894 | $5.11M | 1.07% | −96−0.8% | Reduced |
| Roundview Capital LLC | 10,889 | $5.07M | 0.37% | +508+4.9% | Added |
| Kentucky Retirement Systems | 10,791 | $5.03M | 0.15% | +29+0.3% | Added |
| Fogel Capital Management, Inc. | 10,720 | $4.99M | 2.69% | −45−0.4% | Reduced |
| Fiduciary Trust Co | 10,696 | $4.98M | 0.07% | +72+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 10,645 | $4.96M | 0.14% | −2,200−17.1% | Reduced |
| Lansing Management LP | 10,600 | $4.94M | 4.14% | +10,600 | New |
| Sanctuary Advisors, LLC | 10,579 | $4.93M | 0.03% | +2,244+26.9% | Added |
| TrimTabs Asset Management, LLC | 10,578 | $4.93M | 0.77% | +218+2.1% | Added |
| Titan Global Capital Management USA LLC | 10,578 | $4.93M | 1.02% | −724−6.4% | Reduced |
| Keybank National Association | 10,400 | $4.84M | 0.02% | +1,092+11.7% | Added |
| Threadgill Financial, LLC | 10,198 | $4.75M | 2.55% | +7,727+312.7% | Added |
| Cornerstone Advisors, LLC | 10,100 | $4.70M | 0.20% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $4.70M | 0.64% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 10,012 | $4.69M | 1.74% | +53+0.5% | Added |
| Smith, Salley & Associates | 10,075 | $4.69M | 0.31% | +367+3.8% | Added |
| KP Management LLC | 10,000 | $4.66M | 1.79% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10,092 | $4.66M | 0.00% | +2,372+30.7% | Added |
| Verition Fund Management LLC | 9,920 | $4.62M | 0.03% | +7,183+262.4% | Added |
| Insight Wealth Strategies, LLC | 9,889 | $4.60M | 0.62% | −16−0.2% | Reduced |
| Brevan Howard Capital Management LP | 9,807 | $4.57M | 0.13% | +4,866+98.5% | Added |
| Twin Tree Management, LP | 9,625 | $4.48M | 0.10% | +9,625 | New |
| Omers Administration Corp | 9,596 | $4.47M | 0.04% | +2,727+39.7% | Added |
| Ieq Capital, LLC | 9,585 | $4.46M | 0.04% | +206+2.2% | Added |
| Gallo Partners, LP | 9,547 | $4.45M | 2.97% | +9,547 | New |
| iA Global Asset Management Inc. | 9,497 | $4.42M | 0.08% | +784+9.0% | Added |
| Windmill Hill Asset Management Ltd | 9,491 | $4.42M | 1.37% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,455 | $4.40M | 0.01% | +3,977+72.6% | Added |
| Hartford Investment Management Co | 9,441 | $4.40M | 0.15% | −182−1.9% | Reduced |
| Auto-Owners Insurance Co | 45,143 | $4.39M | 0.14% | +44,210+4,738.5% | Added |
| Gulf International Bank (UK) Ltd | 9,371 | $4.36M | 0.15% | −3,556−27.5% | Reduced |
| Dark Forest Capital Management LP | 9,276 | $4.32M | 0.20% | +4,872+110.6% | Added |
| Glenview Trust Co | 9,227 | $4.30M | 0.08% | +10.0% | Added |
| Advisor Group Holdings, Inc. | 9,181 | $4.28M | 0.01% | −14,668−61.5% | Reduced |
| Bessemer Group Inc | 9,114 | $4.24M | 0.01% | +4,495+97.3% | Added |
| United Capital Financial Advisers, LLC | 9,052 | $4.22M | 0.04% | +724+8.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,048 | $4.21M | 0.19% | +471+5.5% | Added |
| Bell Asset Management Ltd | 8,985 | $4.18M | 0.77% | +2,014+28.9% | Added |
| Commerzbank Aktiengesellschaft | 8,946 | $4.17M | 0.10% | +7,543+537.6% | Added |
| Banque Cantonale Vaudoise | 8,938 | $4.16M | 0.18% | +8,938 | New |
| Umb Bank N A | 8,864 | $4.13M | 0.07% | +6,611+293.4% | Added |
| Bridgewater Associates, LP | 8,808 | $4.10M | 0.02% | −4,577−34.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,760 | $4.08M | 0.42% | −192−2.1% | Reduced |
| Toroso Investments, LLC | 8,730 | $4.07M | 0.03% | −639−6.8% | Reduced |
| CIBC World Markets Inc. | 8,631 | $4.02M | 0.01% | +4,112+91.0% | Added |
| Allianz SE | 8,590 | $4.00M | 0.11% | 00.0% | Unchanged |
| 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 |
| Vinva Investment Management Ltd | 8,375 | $3.86M | 0.16% | +319+4.0% | Added |
| Securian Asset Management, Inc | 8,265 | $3.85M | 0.12% | −100−1.2% | Reduced |
| Diversify Wealth Management, LLC | 8,601 | $3.84M | 0.29% | +8,601 | New |
| Benchstone Capital Management LP | 8,144 | $3.79M | 0.40% | −69,239−89.5% | Reduced |
| Norinchukin Bank, The | 8,074 | $3.76M | 0.07% | +1,054+15.0% | Added |
| Harbor Advisors LLC | 8,000 | $3.73M | 0.65% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 7,985 | $3.72M | 1.82% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,899 | $3.68M | 0.01% | −4,384−35.7% | Reduced |
| Snowden Capital Advisors LLC | 7,807 | $3.64M | 0.12% | +6,447+474.0% | Added |
| Rathbone Brothers plc | 7,800 | $3.63M | 0.02% | +6+0.1% | Added |
| Rehmann Capital Advisory Group | 7,758 | $3.61M | 0.23% | −7−0.1% | Reduced |
| Yacktman Asset Management LP | 7,670 | $3.57M | 0.05% | 00.0% | Unchanged |
| Atom Investors LP | 7,519 | $3.50M | 0.43% | −1,738−18.8% | Reduced |
| Dorsey Wright & Associates | 7,491 | $3.49M | 0.89% | +106+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 7,430 | $3.48M | 0.01% | −108−1.4% | Reduced |
| Maryland State Retirement & Pension System | 7,389 | $3.44M | 0.08% | −1,169−13.7% | Reduced |
| Boston Trust Walden Corp | 7,380 | $3.44M | 0.03% | −100−1.3% | Reduced |
| New Mexico Educational Retirement Board | 7,292 | $3.40M | 0.12% | −200−2.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,275 | $3.39M | 0.22% | −627−7.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,259 | $3.38M | 0.01% | +678+10.3% | Added |
| Slow Capital, Inc. | 7,217 | $3.36M | 0.45% | +106+1.5% | Added |
| Sterling Investment Management, Inc. | 7,197 | $3.35M | 2.39% | +1,860+34.9% | Added |
| PGGM Investments | 7,132 | $3.32M | 0.04% | 00.0% | Unchanged |
| Voleon Capital Management LP | 7,125 | $3.32M | 0.26% | −4,040−36.2% | Reduced |
| Merit Financial Group, LLC | 7,055 | $3.29M | 0.05% | +3,335+89.7% | Added |
| Wealthcare Advisory Partners LLC | 7,050 | $3.28M | 0.09% | −156−2.2% | Reduced |
| E. Ohman J:or Asset Management AB | 7,030 | $3.27M | 0.09% | −200−2.8% | Reduced |
| First National Advisers, LLC | 6,988 | $3.25M | 0.52% | −33−0.5% | Reduced |
| ING Groep NV | 6,943 | $3.23M | 0.02% | −100−1.4% | Reduced |
| Regions Financial Corp | 6,942 | $3.23M | 0.02% | +1,128+19.4% | Added |
| Inkwell Capital LLC | 6,915 | $3.22M | 3.52% | −44−0.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,910 | $3.22M | 0.38% | +20.0% | Added |
| Van Strum & Towne Inc. | 6,883 | $3.21M | 1.08% | +2,133+44.9% | Added |
| First National Bank of Omaha | 6,870 | $3.20M | 0.22% | −76−1.1% | Reduced |
| Intech Investment Management LLC | 6,867 | $3.20M | 0.03% | −1,390−16.8% | Reduced |
| Johnson Investment Counsel Inc | 6,825 | $3.18M | 0.03% | −8−0.1% | Reduced |
| Thrivent Financial for Lutherans | 6,801 | $3.17M | 0.01% | −690−9.2% | Reduced |
| Kestra Private Wealth Services, LLC | 6,800 | $3.17M | 0.05% | −200−2.9% | Reduced |
| Alphinity Investment Management Pty Ltd | 6,747 | $3.14M | 0.02% | 00.0% | Unchanged |
| Connable Office Inc | 6,727 | $3.13M | 0.33% | −283−4.0% | Reduced |
| Greenleaf Trust | 6,673 | $3.11M | 0.03% | −19−0.3% | Reduced |
| 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 |
| Huntington National Bank | 6,636 | $3.09M | 0.02% | +305+4.8% | Added |
| Crawford Investment Counsel Inc | 6,565 | $3.06M | 0.05% | −55−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 6,429 | $2.99M | 0.21% | +84+1.3% | Added |
| Tema ETFs LLC | 6,411 | $2.99M | 0.89% | +3,800+145.5% | Added |
| Chicago Partners Investment Group LLC | 6,324 | $2.96M | 0.10% | −1,109−14.9% | Reduced |
| S-Bank Fund Management Ltd | 6,317 | $2.94M | 0.55% | +6,317 | New |
| AG2R la Mondiale Gestion D'Actifs | 6,099 | $2.92M | 0.16% | +6,099 | New |
| Sterling Capital Management LLC | 6,232 | $2.90M | 0.05% | −513−7.6% | Reduced |