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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 1,331 | $619.8K | 0.03% | −1,969−59.7% | Reduced |
| Sowell Financial Services LLC | 1,328 | $618.5K | 0.03% | +1,328 | New |
| AE Wealth Management LLC | 1,320 | $614.9K | 0.01% | +20+1.5% | Added |
| Prosperity Consulting Group, LLC | 1,313 | $611.5K | 0.05% | +9+0.7% | Added |
| DDD Partners, LLC | 1,310 | $610.1K | 0.07% | +18+1.4% | Added |
| Charter Trust Co | 1,306 | $608.2K | 0.04% | −15−1.1% | Reduced |
| Proficio Capital Partners LLC | 1,304 | $607.1K | 0.05% | +9+0.7% | Added |
| Chronos Wealth Management, LLC | 1,300 | $605.4K | 0.32% | −250−16.1% | Reduced |
| Group One Trading, L.P. | 1,299 | $604.9K | 0.03% | +1,086+509.9% | Added |
| Stamos Capital Partners, L.P. | 1,293 | $602.1K | 0.16% | −307−19.2% | Reduced |
| FineMark National Bank & Trust | 1,293 | $602.1K | 0.02% | −33−2.5% | Reduced |
| Crestmont Private Wealth LLC | 1,285 | $598.4K | 0.26% | +193+17.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,280 | $596.1K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,279 | $595.5K | 0.05% | −146−10.2% | Reduced |
| DeDora Capital, Inc. | 1,269 | $591.0K | 0.17% | −11−0.9% | Reduced |
| Empower Advisory Group, LLC | 1,269 | $591.0K | 0.00% | −11−0.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $586.0K | 0.27% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,257 | $585.4K | 0.05% | +1,257 | New |
| Invesco, LLC | 1,242 | $578.4K | 0.24% | +349+39.1% | Added |
| EP Wealth Advisors, LLC | 1,237 | $576.0K | 0.00% | −72−5.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,231 | $573.3K | 0.14% | +74+6.4% | Added |
| Mayfair Advisory Group, LLC | 1,224 | $570.2K | 0.33% | +173+16.5% | Added |
| Atomi Financial Group, Inc. | 1,218 | $567.4K | 0.03% | +280+29.9% | Added |
| Haverford Trust Co | 1,218 | $567.2K | 0.01% | −8−0.7% | Reduced |
| Andina Capital Management, LLC | 1,217 | $566.7K | 0.40% | +1,217 | New |
| Aaron Wealth Advisors | 1,205 | $561.2K | 0.06% | +25+2.1% | Added |
| Fayez Sarofim & Co | 1,200 | $558.8K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,200 | $558.8K | 0.01% | +15+1.3% | Added |
| Park Edge Advisors, LLC | 1,190 | $554.2K | 0.15% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,177 | $548.1K | 0.07% | −672−36.3% | Reduced |
| Fisher Asset Management, LLC | 1,164 | $542.3K | 0.00% | +693+147.1% | Added |
| Cornerstone Advisory, LLC | 1,169 | $541.2K | 0.06% | +26+2.3% | Added |
| Cross Staff Investments Inc | 1,162 | $541.1K | 0.41% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,160 | $540.2K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,145 | $533.2K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,145 | $533.2K | 0.00% | +74+6.9% | Added |
| Mattern Capital Management, LLC | 1,143 | $532.3K | 0.07% | +155+15.7% | Added |
| Sagespring Wealth Partners, LLC | 1,143 | $532.2K | 0.01% | +204+21.7% | Added |
| Abacus Planning Group, Inc. | 1,140 | $530.9K | 0.09% | +9+0.8% | Added |
| GTS Securities LLC | 1,140 | $530.9K | 0.02% | +94+9.0% | Added |
| SkyView Investment Advisors, LLC | 1,131 | $527.0K | 0.08% | −212−15.8% | Reduced |
| Conning Inc. | 1,106 | $515.1K | 0.02% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,100 | $512.3K | 0.07% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,100 | $512.3K | 0.58% | +300+37.5% | Added |
| Cache Advisors, LLC | 1,096 | $510.4K | 0.20% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,094 | $509.6K | 0.01% | −269−19.7% | Reduced |
| Virtus ETF Advisers LLC | 1,089 | $507.1K | 0.33% | +1,089 | New |
| BSW Wealth Partners | 1,083 | $504.4K | 0.08% | −17−1.5% | Reduced |
| VestGen Advisors, LLC | 1,076 | $501.2K | 0.02% | +1,076 | New |
| CX Institutional | 1,076 | $501.0K | 0.02% | −37−3.3% | Reduced |
| PDS Planning, Inc | 1,075 | $500.6K | 0.04% | +64+6.3% | Added |
| Schechter Investment Advisors, LLC | 1,074 | $500.0K | 0.04% | −86−7.4% | Reduced |
| Mission Wealth Management, LP | 1,071 | $498.9K | 0.01% | −106−9.0% | Reduced |
| Cozad Asset Management Inc | 1,070 | $498.3K | 0.05% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 1,079 | $497.8K | 0.01% | +1,079 | New |
| Promus Capital, LLC | 1,054 | $491.1K | 0.37% | +75+7.7% | Added |
| Hilltop Holdings Inc. | 1,054 | $490.4K | 0.03% | +363+52.5% | Added |
| Howland Capital Management LLC | 1,053 | $490.4K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,051 | $489.4K | 0.01% | +1,051 | New |
| Graypoint LLC | 1,048 | $488.1K | 0.03% | +44+4.4% | Added |
| Stratos Wealth Advisors, LLC | 1,042 | $485.2K | 0.03% | −27−2.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,030 | $479.7K | 0.04% | +30+3.0% | Added |
| White Pine Capital LLC | 1,029 | $479.2K | 0.17% | +68+7.1% | Added |
| Allworth Financial LP | 1,085 | $476.7K | 0.00% | +84+8.4% | Added |
| Broadleaf Partners, LLC | 1,020 | $475.0K | 0.12% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,001 | $469.6K | 0.01% | +15+1.5% | Added |
| Bridgewater Advisors Inc. | 1,050 | $469.4K | 0.04% | +1,050 | New |
| Warren Averett Asset Management, LLC | 1,008 | $469.2K | 0.01% | +13+1.3% | Added |
| NBC Securities, Inc. | 1,007 | $469.0K | 0.04% | +1,007 | New |
| Lindbrook Capital, LLC | 1,006 | $468.5K | 0.04% | +233+30.1% | Added |
| Financial Advocates Investment Management | 1,005 | $467.8K | 0.03% | +19+1.9% | Added |
| Capital Advisors, Ltd. LLC | 1,003 | $467.0K | 0.06% | +10+1.0% | Added |
| Legacy Financial Advisors, Inc. | 1,002 | $466.7K | 0.08% | +140+16.2% | Added |
| Diversify Advisory Services, LLC | 1,044 | $466.5K | 0.03% | +1,044 | New |
| Relyea Zuckerberg Hanson LLC | 1,000 | $465.7K | 0.06% | −10−1.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,000 | $465.7K | 0.03% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,000 | $465.7K | 0.20% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,050 | $460.6K | 0.05% | −43−3.9% | Reduced |
| Everhart Financial Group, Inc. | 986 | $459.2K | 0.06% | +84+9.3% | Added |
| Penobscot Investment Management Company, Inc. | 985 | $458.7K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 973 | $453.1K | 0.01% | +30+3.2% | Added |
| Investment Management Corp | 969 | $451.1K | 0.41% | +925+2,102.3% | Added |
| Shearwater Capital LLC | 964 | $449.0K | 0.32% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 964 | $448.9K | 0.09% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 964 | $448.7K | 0.06% | +93+10.7% | Added |
| Ted Buchan & Co | 955 | $444.7K | 0.21% | +955 | New |
| RFG Advisory, LLC | 954 | $444.4K | 0.01% | +41+4.5% | Added |
| Procyon Private Wealth Partners, LLC | 953 | $443.8K | 0.03% | +46+5.1% | Added |
| Baxter Bros Inc | 949 | $441.9K | 0.06% | 00.0% | Unchanged |
| 111 Capital | 949 | $441.9K | 0.09% | +206+27.7% | Added |
| Hutner Capital Management Inc | 945 | $440.1K | 0.19% | −14−1.5% | Reduced |
| Sunflower Bank, N.A. | 934 | $435.0K | 0.12% | +2+0.2% | Added |
| Fielder Capital Group LLC | 930 | $433.2K | 0.13% | −340−26.8% | Reduced |
| Pettee Investors, Inc. | 924 | $430.3K | 0.26% | 00.0% | Unchanged |
| We Are One Seven, LLC | 922 | $429.4K | 0.02% | +279+43.4% | Added |
| Simon Quick Advisors, LLC | 921 | $428.9K | 0.02% | +311+51.0% | Added |
| Manchester Capital Management LLC | 921 | $428.9K | 0.05% | +104+12.7% | Added |
| Arkadios Wealth Advisors | 918 | $427.5K | 0.02% | +918 | New |
| Hanlon Investment Management, Inc. | 917 | $427.1K | 0.32% | −25−2.7% | Reduced |
| Tributary Capital Management, LLC | 915 | $426.1K | 0.04% | −30−3.2% | Reduced |