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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 3,662 | $1.71M | 0.01% | −1,611−30.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,654 | $1.70M | 0.00% | −435−10.6% | Reduced |
| Avantax Advisory Services, Inc. | 3,652 | $1.70M | 0.01% | +524+16.8% | Added |
| Park Avenue Securities LLC | 3,645 | $1.70M | 0.02% | +433+13.5% | Added |
| Quadrant Capital Group LLC | 3,630 | $1.69M | 0.06% | +2,108+138.5% | Added |
| Atria Wealth Solutions, Inc. | 3,585 | $1.67M | 0.02% | +1,743+94.6% | Added |
| Knollwood Investment Advisory, LLC | 3,561 | $1.66M | 0.18% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,516 | $1.64M | 0.03% | −108−3.0% | Reduced |
| Harbert Fund Advisors, Inc. | 3,500 | $1.63M | 1.89% | +250+7.7% | Added |
| Advisory Services Network, LLC | 3,471 | $1.62M | 0.03% | +163+4.9% | Added |
| HM Payson & Co | 3,458 | $1.61M | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 3,445 | $1.60M | 1.04% | −250−6.8% | Reduced |
| Shilanski & Associates, Inc. | 3,428 | $1.60M | 0.50% | +175+5.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,416 | $1.59M | 0.01% | +320+10.3% | Added |
| Pilgrim Partners Asia Pte Ltd | 3,410 | $1.59M | 1.51% | −690−16.8% | Reduced |
| Everence Capital Management Inc | 3,375 | $1.57M | 0.11% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,375 | $1.57M | 0.24% | +618+22.4% | Added |
| Mystic Asset Management, Inc. | 3,348 | $1.56M | 0.41% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,317 | $1.54M | 0.01% | −150−4.3% | Reduced |
| Round Hill Asset Management | 3,299 | $1.54M | 1.10% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,290 | $1.53M | 0.00% | −5,031−60.5% | Reduced |
| V-Square Quantitative Management LLC | 3,288 | $1.53M | 0.22% | +177+5.7% | Added |
| Concurrent Investment Advisors, LLC | 3,282 | $1.53M | 0.04% | +2,440+289.8% | Added |
| Capital Investment Advisors, LLC | 3,244 | $1.51M | 0.03% | +518+19.0% | Added |
| TownSquare Capital, LLC | 3,184 | $1.48M | 0.02% | +753+31.0% | Added |
| Great Lakes Retirement, Inc. | 3,185 | $1.48M | 0.19% | +281+9.7% | Added |
| Savant Capital, LLC | 3,157 | $1.47M | 0.01% | −114−3.5% | Reduced |
| Rockline Wealth Management, LLC | 3,127 | $1.46M | 0.41% | +230+7.9% | Added |
| Ironwood Investment Counsel, LLC | 3,118 | $1.45M | 0.25% | +14+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,104 | $1.45M | 0.10% | +3,104 | New |
| ExodusPoint Capital Management, LP | 3,095 | $1.44M | 0.02% | +3,095 | New |
| Hills Bank & Trust Co | 3,087 | $1.44M | 0.10% | −26−0.8% | Reduced |
| RSM US Wealth Management LLC | 3,086 | $1.44M | 0.02% | −1,226−28.4% | Reduced |
| Entropy Technologies, LP | 3,068 | $1.43M | 0.14% | +2,368+338.3% | Added |
| CWA Asset Management Group, LLC | 3,051 | $1.42M | 0.07% | −44−1.4% | Reduced |
| Independent Advisor Alliance | 3,049 | $1.42M | 0.05% | −406−11.8% | Reduced |
| Bridges Investment Management Inc | 3,040 | $1.42M | 0.02% | −124−3.9% | Reduced |
| MAI Capital Management | 3,038 | $1.41M | 0.01% | +74+2.5% | Added |
| Frank, Rimerman Advisors LLC | 3,035 | $1.41M | 0.11% | +52+1.7% | Added |
| Harbor Capital Advisors, Inc. | 3,034 | $1.41M | 0.06% | +3,034 | New |
| Equitable Trust Co | 3,034 | $1.41M | 0.08% | −79−2.5% | Reduced |
| Coldstream Capital Management Inc | 3,019 | $1.41M | 0.03% | +66+2.2% | Added |
| Genus Capital Management Inc. | 3,013 | $1.40M | 0.20% | +3,013 | New |
| Vestcor Inc | 2,995 | $1.40M | 0.05% | +6+0.2% | Added |
| Monte Financial Group, LLC | 3,279 | $1.39M | 0.61% | +384+13.3% | Added |
| Quest Partners LLC | 2,980 | $1.39M | 0.15% | −2,333−43.9% | Reduced |
| SRS Capital Advisors, Inc. | 2,903 | $1.35M | 0.09% | −460−13.7% | Reduced |
| Ballast Advisors LLC | 2,864 | $1.33M | 0.43% | +213+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,861 | $1.33M | 0.01% | −99−3.3% | Reduced |
| Central Trust Co | 2,856 | $1.33M | 0.03% | −17−0.6% | Reduced |
| Assetmark, Inc | 2,786 | $1.30M | 0.00% | +299+12.0% | Added |
| Stevens Capital Management LP | 2,756 | $1.28M | 0.32% | +2,756 | New |
| Prime Capital Investment Advisors, LLC | 2,745 | $1.28M | 0.01% | +324+13.4% | Added |
| Evermay Wealth Management LLC | 2,742 | $1.28M | 0.17% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,740 | $1.28M | 0.15% | +439+19.1% | Added |
| Accretive Wealth Partners, LLC | 2,729 | $1.26M | 0.45% | +198+7.8% | Added |
| Westbourne Investment Advisors, Inc. | 2,661 | $1.24M | 0.44% | −140−5.0% | Reduced |
| Pinnacle Financial Partners Inc | 2,602 | $1.23M | 0.02% | 00.0% | Unchanged |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,637 | $1.23M | 0.03% | −1,840−41.1% | Reduced |
| Sepio Capital, LP | 2,636 | $1.23M | 0.10% | −2−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,627 | $1.22M | 0.05% | −139−5.0% | Reduced |
| AXS Investments LLC | 2,623 | $1.22M | 0.34% | −134−4.9% | Reduced |
| Oppenheimer & Co Inc | 2,603 | $1.21M | 0.02% | +350+15.5% | Added |
| Avanda Investment Management Pte. Ltd. | 2,600 | $1.21M | 0.43% | +2,600 | New |
| Principal Securities, Inc. | 2,551 | $1.21M | 0.03% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 2,590 | $1.21M | 0.04% | −2,530−49.4% | Reduced |
| Key Financial Inc | 2,570 | $1.20M | 0.26% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,556 | $1.19M | 0.04% | +88+3.6% | Added |
| Washington Trust Advisors, Inc. | 2,555 | $1.19M | 0.11% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,541 | $1.18M | 0.09% | −782−23.5% | Reduced |
| Smithfield Trust Co | 2,542 | $1.18M | 0.06% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,535 | $1.18M | 0.02% | +2,535 | New |
| Anchor Investment Management, LLC | 2,532 | $1.18M | 0.11% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,552 | $1.18M | 0.11% | +439+20.8% | Added |
| Bahl & Gaynor Inc | 2,516 | $1.17M | 0.01% | −11−0.4% | Reduced |
| 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 |
| Heritage Family Offices, LLP | 2,481 | $1.16M | 0.59% | +18+0.7% | Added |
| National Asset Management, Inc. | 2,453 | $1.14M | 0.03% | −1,118−31.3% | Reduced |
| Ritholtz Wealth Management | 2,452 | $1.14M | 0.03% | +432+21.4% | Added |
| Capital Analysts, LLC | 2,395 | $1.11M | 0.04% | −80−3.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,386 | $1.11M | 0.02% | +795+50.0% | Added |
| LVW Advisors, LLC | 2,341 | $1.09M | 0.13% | +84+3.7% | Added |
| Novem Group | 2,303 | $1.07M | 0.15% | +566+32.6% | Added |
| Benin Management CORP | 2,283 | $1.06M | 0.30% | 00.0% | Unchanged |
| Cypress Capital Group | 2,280 | $1.06M | 0.14% | −10−0.4% | Reduced |
| Baader Bank INC | 2,274 | $1.06M | 0.11% | +10+0.4% | Added |
| Adviser Investments LLC | 2,240 | $1.04M | 0.01% | −101−4.3% | Reduced |
| Wedmont Private Capital | 2,427 | $1.04M | 0.05% | +133+5.8% | Added |
| Triangle Securities Wealth Management | 2,207 | $1.03M | 0.26% | −25−1.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 2,200 | $1.02M | 0.44% | +2,200 | New |
| Asset Management Group, Inc. | 2,197 | $1.02M | 0.19% | −248−10.1% | Reduced |
| Roberts Capital Advisors, LLC | 2,183 | $1.02M | 0.89% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,165 | $1.01M | 0.04% | −136−5.9% | Reduced |
| Maple Capital Management, Inc. | 2,152 | $1.00M | 0.08% | −4−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 2,128 | $991.0K | 0.26% | +100+4.9% | Added |
| Waldron Private Wealth LLC | 2,088 | $972.4K | 0.05% | −799−27.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,070 | $964.0K | 0.18% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,058 | $958.4K | 0.03% | −9,816−82.7% | Reduced |
| Fieldview Capital Management, LLC | 2,057 | $957.9K | 0.14% | +2,057 | New |