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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 2,055 | $957.0K | 0.01% | +33+1.6% | Added |
| Lineweaver Wealth Advisors, LLC | 2,050 | $954.7K | 0.16% | −954−31.8% | Reduced |
| Sentry LLC | 2,042 | $950.9K | 0.19% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,027 | $944.0K | 0.33% | +2,027 | New |
| Smart Money Group LLC | 2,006 | $934.0K | 0.32% | +479+31.4% | Added |
| Enhancing Capital LLC | 2,000 | $931.4K | 0.75% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,000 | $931.0K | 0.40% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,996 | $929.5K | 0.02% | +5+0.3% | Added |
| Aptus Capital Advisors, LLC | 1,988 | $925.9K | 0.01% | +641+47.6% | Added |
| Riversedge Advisors, LLC | 1,979 | $921.6K | 0.21% | +28+1.4% | Added |
| Panagora Asset Management Inc | 1,973 | $918.8K | 0.00% | −167−7.8% | Reduced |
| Promethium Advisors,llc | 1,928 | $897.9K | 0.58% | +782+68.2% | Added |
| Evergreen Capital Management LLC | 1,920 | $894.1K | 0.03% | −14−0.7% | Reduced |
| Syon Capital LLC | 1,902 | $885.7K | 0.07% | +169+9.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,051 | $883.5K | 0.01% | −58−2.8% | Reduced |
| Fishman Jay A Ltd | 1,875 | $873.2K | 0.10% | 00.0% | Unchanged |
| SRN Advisors, LLC | 1,873 | $872.2K | 0.98% | −46−2.4% | Reduced |
| AlTi Global, Inc. | 1,857 | $864.8K | 0.02% | −628−25.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,841 | $857.0K | 0.05% | +10+0.5% | Added |
| Spinnaker Trust | 1,840 | $856.9K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,815 | $845.2K | 0.01% | −71−3.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,814 | $844.8K | 0.11% | +30+1.7% | Added |
| Legato Capital Management LLC | 1,810 | $842.9K | 0.11% | 00.0% | Unchanged |
| Abc Arbitrage SA | 1,806 | $841.0K | 0.16% | +1,806 | New |
| Kesler, Norman & Wride, LLC | 1,802 | $839.1K | 0.16% | +764+73.6% | Added |
| GKV Capital Management Co., Inc. | 1,800 | $838.2K | 0.42% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,796 | $836.4K | 0.07% | −24−1.3% | Reduced |
| Farther Finance Advisors, LLC | 1,780 | $834.5K | 0.02% | +192+12.1% | Added |
| Valeo Financial Advisors, LLC | 1,785 | $831.3K | 0.02% | +13+0.7% | Added |
| Sound View Wealth Advisors Group, LLC | 1,783 | $830.3K | 0.07% | +66+3.8% | Added |
| First Horizon Advisors, Inc. | 1,780 | $829.0K | 0.02% | +404+29.4% | Added |
| Advisory Alpha, LLC | 1,777 | $827.7K | 0.03% | +384+27.6% | Added |
| Walter & Keenan Financial Consulting Co | 1,770 | $824.3K | 0.25% | +38+2.2% | Added |
| Resurgent Financial Advisors LLC | 1,765 | $821.9K | 0.49% | −17−1.0% | Reduced |
| Summit Financial, LLC | 1,764 | $821.5K | 0.02% | +123+7.5% | Added |
| Erste Asset Management GmbH | 1,780 | $821.3K | 0.01% | −392−18.0% | Reduced |
| Verdence Capital Advisors LLC | 1,744 | $812.2K | 0.06% | −35−2.0% | Reduced |
| High Net Worth Advisory Group LLC | 1,744 | $812.2K | 0.23% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,735 | $808.0K | 0.03% | +1,042+150.4% | Added |
| Robertson Stephens Wealth Management, LLC | 1,729 | $805.2K | 0.03% | −1,784−50.8% | Reduced |
| NorthRock Partners, LLC | 1,728 | $804.7K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 1,727 | $804.2K | 0.02% | −3,152−64.6% | Reduced |
| GAMMA Investing LLC | 1,724 | $802.9K | 0.06% | +288+20.1% | Added |
| Landscape Capital Management, L.L.C. | 1,721 | $801.5K | 0.07% | −156−8.3% | Reduced |
| R Squared Ltd | 1,710 | $796.3K | 0.85% | +1,150+205.4% | Added |
| Patriot Investment Management Inc. | 1,689 | $786.6K | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,681 | $782.8K | 0.06% | +1,119+199.1% | Added |
| Equitable Holdings, Inc. | 1,669 | $777.2K | 0.01% | +1,669 | New |
| Clarius Group, LLC | 1,667 | $776.3K | 0.05% | +200+13.6% | Added |
| Venturi Wealth Management, LLC | 1,659 | $772.6K | 0.04% | −88−5.0% | Reduced |
| Brookstone Capital Management | 1,659 | $772.4K | 0.01% | +84+5.3% | Added |
| Personal Cfo Solutions, LLC | 1,652 | $769.3K | 0.16% | +11+0.7% | Added |
| Cornercap Investment Counsel Inc | 1,651 | $768.9K | 0.40% | −20−1.2% | Reduced |
| Empirical Asset Management, LLC | 1,644 | $765.7K | 0.26% | −2,776−62.8% | Reduced |
| KG&L Capital Management,LLC | 1,643 | $765.1K | 0.25% | +253+18.2% | Added |
| Davidson Trust Co | 1,641 | $764.2K | 0.36% | +1,641 | New |
| Cornerstone Planning Group LLC | 1,769 | $762.0K | 0.18% | +14+0.8% | Added |
| Argent Trust Co | 1,626 | $757.2K | 0.03% | −8−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,625 | $756.7K | 0.01% | +1+0.1% | Added |
| Guardian Capital LP | 1,610 | $749.8K | 0.03% | +31+2.0% | Added |
| Cigna Investments Inc | 1,601 | $745.0K | 0.14% | −22−1.4% | Reduced |
| Plato Investment Management Ltd | 1,580 | $743.8K | 0.06% | +367+30.3% | Added |
| Balyasny Asset Management LLC | 1,589 | $740.0K | 0.00% | −64,209−97.6% | Reduced |
| Ellevest, Inc. | 1,581 | $736.4K | 0.05% | −64−3.9% | Reduced |
| Ashton Thomas Securities, LLC | 1,574 | $734.4K | 0.20% | +40+2.6% | Added |
| AMJ Financial Wealth Management | 1,575 | $733.5K | 0.22% | +916+139.0% | Added |
| Harvest Fund Management Co., Ltd | 1,567 | $730.0K | 0.04% | +1,007+179.8% | Added |
| Dodge & Cox | 1,566 | $729.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,563 | $727.9K | 0.04% | +60+4.0% | Added |
| Integrated Wealth Concepts LLC | 1,555 | $724.1K | 0.01% | +314+25.3% | Added |
| Castle Rock Wealth Management, LLC | 1,547 | $723.4K | 0.20% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,552 | $722.8K | 0.20% | +291+23.1% | Added |
| Skopos Labs, Inc. | 1,537 | $715.3K | 0.15% | +449+41.3% | Added |
| Belpointe Asset Management LLC | 1,534 | $714.4K | 0.04% | +926+152.3% | Added |
| Fortis Capital Advisors, LLC | 1,534 | $714.4K | 0.15% | +1,534 | New |
| Borer Denton & Associates, Inc. | 1,505 | $700.9K | 0.25% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,504 | $700.4K | 0.01% | −36−2.3% | Reduced |
| ISAM Funds (UK) Ltd | 1,484 | $691.1K | 0.34% | +524+54.6% | Added |
| Patton Albertson Miller Group, LLC | 1,483 | $690.6K | 0.10% | −190−11.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,475 | $686.9K | 0.02% | −43−2.8% | Reduced |
| Sienna Gestion | 1,514 | $685.3K | 0.06% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,463 | $681.3K | 0.21% | 00.0% | Unchanged |
| Aviso Financial Inc. | 1,449 | $674.8K | 0.03% | +62+4.5% | Added |
| Circle Wealth Management, LLC | 1,448 | $674.3K | 0.02% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,447 | $673.9K | 0.05% | +50+3.6% | Added |
| Azzad Asset Management Inc | 1,426 | $664.1K | 0.08% | +1,426 | New |
| Opes Wealth Management LLC | 1,414 | $658.5K | 0.13% | +1,414 | New |
| Westpac Banking Corp | 1,409 | $656.2K | 0.05% | −229−14.0% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $652.0K | 0.24% | 00.0% | Unchanged |
| Global Endowment Management, LP | 1,397 | $650.6K | 0.08% | −1,762−55.8% | Reduced |
| GWM Advisors LLC | 1,382 | $643.6K | 0.00% | −741−34.9% | Reduced |
| Impax Asset Management Group plc | 1,377 | $641.3K | 0.00% | +1,377 | New |
| Resources Investment Advisors, LLC. | 1,376 | $641.0K | 0.01% | −1,026−42.7% | Reduced |
| Fulton Bank, N.A. | 1,374 | $639.9K | 0.03% | +33+2.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,366 | $636.1K | 0.01% | +701+105.4% | Added |
| International Assets Investment Management, LLC | 1,356 | $631.5K | 0.06% | +266+24.4% | Added |
| Dorsey & Whitney Trust CO LLC | 1,346 | $626.8K | 0.04% | −125−8.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,344 | $625.8K | 0.02% | +325+31.9% | Added |
| HughesLittle Investment Management Ltd. | 1,341 | $624.5K | 0.13% | −24,448−94.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,338 | $623.1K | 0.04% | +11+0.8% | Added |