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 |
|---|---|---|---|---|---|
| Commerce Bank | 6,229 | $2.90M | 0.02% | −283−4.3% | Reduced |
| Crewe Advisors LLC | 6,217 | $2.90M | 0.41% | −208−3.2% | Reduced |
| Patton Fund Management, Inc. | 6,212 | $2.89M | 0.70% | −1,860−23.0% | Reduced |
| Van Den Berg Management I, Inc | 6,205 | $2.89M | 0.88% | −59−0.9% | Reduced |
| Fortis Capital Management LLC | 6,185 | $2.88M | 0.56% | +477+8.4% | Added |
| Diversified Trust Co | 6,074 | $2.83M | 0.07% | +1,129+22.8% | Added |
| Milestones Administradora de Recursos Ltda. | 6,055 | $2.82M | 1.44% | +3,375+125.9% | Added |
| Whittier Trust Co of Nevada Inc | 6,034 | $2.81M | 0.07% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,030 | $2.81M | 0.01% | −83−1.4% | Reduced |
| Trust Co of Toledo NA | 6,030 | $2.81M | 0.37% | 00.0% | Unchanged |
| HRT Financial LP | 6,017 | $2.80M | 0.02% | −2,926−32.7% | Reduced |
| Change Path, LLC | 6,007 | $2.80M | 0.08% | −572−8.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,005 | $2.80M | 0.36% | +447+8.0% | Added |
| NewEdge Wealth, LLC | 5,961 | $2.78M | 0.05% | −179−2.9% | Reduced |
| Fairbanks Capital Management, Inc. | 5,944 | $2.77M | 1.78% | −32−0.5% | Reduced |
| Keebeck Wealth Management, LLC | 5,926 | $2.76M | 0.41% | −104−1.7% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.75M | 1.49% | 00.0% | Unchanged |
| Groupama Asset Managment | 5,924 | $2.73M | 0.05% | +446+8.1% | Added |
| Applied Capital LLC | 5,810 | $2.71M | 2.17% | −43−0.7% | Reduced |
| BTG Pactual Asset Management US LLC | 5,800 | $2.70M | 0.35% | +5,800 | New |
| Edgestream Partners, L.P. | 5,742 | $2.67M | 0.09% | −3,671−39.0% | Reduced |
| Lord, Abbett & Co. LLC | 5,715 | $2.66M | 0.01% | +1,144+25.0% | Added |
| Tower Research Capital LLC (TRC) | 5,683 | $2.65M | 0.08% | −4,358−43.4% | Reduced |
| Ostrum Asset Management | 5,666 | $2.64M | 0.14% | +182+3.3% | Added |
| Investment Management Corp of Ontario | 5,660 | $2.64M | 0.05% | +5,660 | New |
| Centiva Capital, LP | 5,643 | $2.63M | 0.15% | +4,065+257.6% | Added |
| Loomis Sayles & Co L P | 5,620 | $2.62M | 0.00% | +2,945+110.1% | Added |
| TD Waterhouse Canada Inc. | 5,493 | $2.57M | 0.02% | −366−6.2% | Reduced |
| CAPROCK Group, Inc. | 5,513 | $2.57M | 0.08% | +133+2.5% | Added |
| Arete Wealth Advisors, LLC | 5,513 | $2.57M | 0.20% | +142+2.6% | Added |
| Transcend Wealth Collective, LLC | 5,498 | $2.56M | 0.18% | +31+0.6% | Added |
| Empirical Finance, LLC | 5,489 | $2.56M | 0.15% | +95+1.8% | Added |
| Webster Bank, N. A. | 5,399 | $2.51M | 0.28% | +5,399 | New |
| Nomura Holdings Inc | 5,296 | $2.47M | 0.01% | +165+3.2% | Added |
| Clearstead Advisors, LLC | 5,242 | $2.44M | 0.04% | +1,529+41.2% | Added |
| Beacon Investment Advisory Services, Inc. | 5,211 | $2.43M | 0.11% | +443+9.3% | Added |
| Walleye Capital LLC | 5,188 | $2.42M | 0.03% | +290+5.9% | Added |
| Value Partners Investments Inc. | 5,182 | $2.41M | 0.21% | −38−0.7% | Reduced |
| Bryn Mawr Trust Co | 5,148 | $2.40M | 0.04% | +34+0.7% | Added |
| Davenport & Co LLC | 5,147 | $2.40M | 0.01% | +480+10.3% | Added |
| LMCG Investments, LLC | 5,125 | $2.39M | 0.16% | +77+1.5% | Added |
| Legacy Advisors, LLC | 5,110 | $2.38M | 0.25% | +11+0.2% | Added |
| Farringdon Capital, Ltd. | 5,059 | $2.36M | 1.19% | +3,393+203.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,056 | $2.35M | 0.07% | +331+7.0% | Added |
| Okabena Investment Services Inc | 5,037 | $2.35M | 0.59% | +1,932+62.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,035 | $2.35M | 0.01% | −497−9.0% | Reduced |
| Apollon Wealth Management, LLC | 5,031 | $2.34M | 0.05% | +417+9.0% | Added |
| Williams Jones Wealth Management, LLC. | 5,027 | $2.34M | 0.03% | −2,199−30.4% | Reduced |
| Saturna Capital CORP | 5,015 | $2.34M | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 5,004 | $2.33M | 0.69% | +3,416+215.1% | Added |
| Naples Global Advisors, LLC | 5,002 | $2.33M | 0.22% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,996 | $2.33M | 0.17% | −532−9.6% | Reduced |
| Blue Fin Capital, Inc. | 4,989 | $2.32M | 0.45% | +49+1.0% | Added |
| Kerusso Capital Management LLC | 4,964 | $2.31M | 1.47% | +128+2.6% | Added |
| Lido Advisors, LLC | 4,935 | $2.30M | 0.01% | +3,095+168.2% | Added |
| Spire Wealth Management | 4,935 | $2.30M | 0.07% | −283−5.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,924 | $2.29M | 0.04% | −24−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 4,912 | $2.29M | 0.05% | −257−5.0% | Reduced |
| Guggenheim Capital LLC | 4,775 | $2.22M | 0.02% | +213+4.7% | Added |
| Exchange Capital Management, Inc. | 4,742 | $2.21M | 0.36% | −146−3.0% | Reduced |
| Vanderbilt University | 4,707 | $2.19M | 0.42% | −106−2.2% | Reduced |
| Investment House LLC | 4,699 | $2.19M | 0.12% | +4,699 | New |
| Signaturefd, LLC | 4,609 | $2.15M | 0.04% | +141+3.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,596 | $2.14M | 0.15% | −2,107−31.4% | Reduced |
| Ossiam | 4,555 | $2.12M | 0.03% | −568−11.1% | Reduced |
| Parallel Advisors, LLC | 4,552 | $2.12M | 0.05% | +212+4.9% | Added |
| Rossmore Private Capital | 4,501 | $2.10M | 0.26% | −99−2.2% | Reduced |
| Delta Global Management LP | 4,466 | $2.08M | 0.15% | +4,466 | New |
| Blue Edge Capital, LLC | 4,461 | $2.08M | 0.33% | +135+3.1% | Added |
| Leonteq Securities AG | 4,459 | $2.08M | 0.16% | +261+6.2% | Added |
| IMS Capital Management | 4,348 | $2.02M | 1.02% | +25+0.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,342 | $2.02M | 0.02% | +119+2.8% | Added |
| Hantz Financial Services, Inc. | 4,331 | $2.02M | 0.04% | +123+2.9% | Added |
| TFR Capital, LLC. | 4,258 | $1.98M | 0.83% | +554+15.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,204 | $1.96M | 0.00% | +3,624+624.8% | Added |
| Clean Yield Group | 4,153 | $1.93M | 0.63% | +3,751+933.1% | Added |
| Rodgers Brothers Inc. | 4,153 | $1.93M | 0.26% | +4+0.1% | Added |
| Kirtland Hills Capital Management, LLC | 4,535 | $1.93M | 1.17% | +54+1.2% | Added |
| Meeder Advisory Services, Inc. | 4,124 | $1.92M | 0.12% | +235+6.0% | Added |
| Essex Savings Bank | 4,116 | $1.92M | 0.47% | −3−0.1% | Reduced |
| Benjamin Edwards Inc | 4,017 | $1.87M | 0.03% | +428+11.9% | Added |
| IFP Advisors, Inc | 3,950 | $1.84M | 0.06% | +2,221+128.5% | Added |
| Texas Yale Capital Corp. | 3,944 | $1.84M | 0.08% | +10.0% | Added |
| Accent Capital Management, LLC | 3,938 | $1.83M | 1.07% | +8+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,930 | $1.82M | 0.02% | +916+30.4% | Added |
| Two Sigma Securities, LLC | 3,917 | $1.82M | 0.28% | +3,098+378.3% | Added |
| Kornitzer Capital Management Inc | 3,895 | $1.81M | 0.04% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,875 | $1.80M | 0.15% | −33−0.8% | Reduced |
| HighPoint Advisor Group LLC | 4,001 | $1.79M | 0.10% | +119+3.1% | Added |
| CWM, LLC | 3,839 | $1.79M | 0.01% | +752+24.4% | Added |
| Marshall Financial Group LLC | 3,814 | $1.78M | 0.39% | +22+0.6% | Added |
| Sequoia Financial Advisors, LLC | 3,784 | $1.76M | 0.01% | +133+3.6% | Added |
| Moloney Securities Asset Management, LLC | 3,757 | $1.75M | 0.24% | −12−0.3% | Reduced |
| D.A. Davidson & Co. | 3,735 | $1.74M | 0.01% | +529+16.5% | Added |
| Ferguson Wellman Capital Management, Inc | 3,735 | $1.74M | 0.03% | +32+0.9% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.73M | 0.60% | 00.0% | Unchanged |
| United Services Automobile Association | 3,743 | $1.73M | 0.05% | +3,743 | New |
| Long Road Investment Counsel, LLC | 3,679 | $1.71M | 0.66% | 00.0% | Unchanged |
| Bokf, NA | 3,666 | $1.71M | 0.03% | −11−0.3% | Reduced |
| GeoWealth Management, LLC | 3,663 | $1.71M | 0.07% | +693+23.3% | Added |