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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 2 sales; 1,415 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, Q2 2025

Institutional positions in Moodys Corp as of Jun 30, 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
1,347
+51 vs. Q1 2025
Shares held
165.3M
−996.5K (−0.6%) vs. Q1 2025
Total value
$82.9B
+$5.50B (+7.1%) vs. Q1 2025
New holders
149
507 more added
Sold out
98
456 more reduced

19 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,347 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ2 2025: $82.9B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2025.

Institutions holding MCO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd142$2060.00%−78−35.5%Reduced
ROSS\JOHNSON & Associates LLC1$5020.01%−19−95.0%Reduced
West Branch Capital LLC1$5020.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC1$5020.00%00.0%Unchanged
IMA Wealth, Inc.1$5020.00%+1New
GPS Wealth Strategies Group, LLC1$5020.00%+1New
LGT Financial Advisors LLC1$5020.00%+1New
DecisionPoint Financial, LLC1$5030.00%+1New
Valley National Advisers Inc3$1.00K0.00%00.0%Unchanged
Heritage Wealth Advisors2$1.00K0.00%00.0%Unchanged
Golden State Wealth Management, LLC2$1.00K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC2$1.00K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.2$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC2$1.00K0.00%+2New
Proathlete Wealth Management LLC2$1.00K0.00%+2New
WestEnd Advisors, LLC3$1.50K0.00%−1−25.0%Reduced
Kimelman & Baird, LLC3$1.50K0.00%00.0%Unchanged
BankPlus Trust Department3$1.50K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.50K0.00%+1+50.0%Added
Aventura Private Wealth, LLC3$1.50K0.00%+3New
TD Capital Management LLC3$1.51K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC4$2.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC3$2.00K0.00%00.0%Unchanged
Core Alternative Capital4$2.01K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC4$2.01K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$2.01K0.00%+2+100.0%Added
Quaker Wealth Management, LLC4$2.01K0.00%+4New
Montag A & Associates Inc5$2.30K0.00%−248−98.0%Reduced
Wolff Wiese Magana LLC5$2.51K0.00%−50−90.9%Reduced
SJS Investment Consulting Inc.5$2.51K0.00%−3−37.5%Reduced
Principia Wealth Advisory, LLC5$2.51K0.00%+2+66.7%Added
Longfellow Investment Management Co LLC5$2.51K0.00%+5New
Tortoise Investment Management, LLC5$2.51K0.00%+5New
Trifecta Capital Advisors, LLC6$3.01K0.00%00.0%Unchanged
First Command Advisory Services, Inc.6$3.01K0.00%00.0%Unchanged
Truvestments Capital LLC6$3.01K0.00%00.0%Unchanged
NVWM, LLC6$3.01K0.00%+2+50.0%Added
Signature Resources Capital Management, LLC6$3.01K0.00%+6New
American Capital Advisory, LLC6$3.01K0.00%+6New
Bay Harbor Wealth Management, LLC7$3.51K0.00%+3+75.0%Added
Stephens Consulting, LLC7$3.51K0.00%+7New
MPWM Advisory Solutions, LLC8$4.01K0.00%00.0%Unchanged
Horizon Financial Services, LLC8$4.01K0.00%+3+60.0%Added
Strategic Wealth Partners, Ltd.8$4.01K0.00%+8New
Valued Wealth Advisors LLC8$4.01K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.9$4.51K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC9$4.51K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd9$4.51K0.00%00.0%Unchanged
Altshuler Shaham Ltd9$4.51K0.00%+1+12.5%Added
Pacific Center for Financial Services9$4.51K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC9$4.51K0.00%00.0%Unchanged
Tobam10$5.00K0.00%00.0%Unchanged
High Note Wealth, LLC10$5.02K0.00%00.0%Unchanged
Nemes Rush Group LLC11$5.52K0.00%00.0%Unchanged
Bellwether Advisors, LLC12$6.02K0.00%−12,871−99.9%Reduced
Centricity Wealth Management, LLC12$6.02K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.12$6.02K0.00%−1−7.7%Reduced
WealthTrak Capital Management LLC12$6.02K0.01%+6+100.0%Added
Jackson, Grant Investment Advisers, Inc.13$6.52K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$6.52K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC13$6.52K0.00%00.0%Unchanged
PFS Partners, LLC13$6.63K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC14$7.02K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp14$7.02K0.01%00.0%Unchanged
Colonial Trust Co14$7.02K0.00%+6+75.0%Added
Kilter Group LLC14$7.02K0.00%+14New
Hughes Financial Services, LLC14$7.25K0.00%−3−17.6%Reduced
First Pacific Financial16$8.03K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC16$8.03K0.01%00.0%Unchanged
Archer Investment Corp17$8.53K0.00%00.0%Unchanged
Highline Wealth Partners LLC17$8.55K0.00%+4+30.8%Added
Creative Financial Designs Inc17$8.77K0.00%−1−5.6%Reduced
1620 Investment Advisors, Inc.17$9.01K0.01%+14+466.7%Added
Harbor Investment Advisory, LLC18$9.03K0.00%00.0%Unchanged
FSA Wealth Management LLC18$9.03K0.00%00.0%Unchanged
Rakuten Securities, Inc.19$9.53K0.00%−29−60.4%Reduced
Pineridge Advisors LLC19$9.56K0.00%00.0%Unchanged
Westside Investment Management, Inc.20$10.0K0.00%+13+185.7%Added
Hurley Capital, LLC20$10.1K0.01%00.0%Unchanged
McIlrath & Eck, LLC21$10.5K0.00%+21New
Clark Wealth Partners21$10.5K0.01%+21New
Dogwood Wealth Management LLC22$11.0K0.01%+21+2,100.0%Added
United Community Bank22$11.0K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC22$11.0K0.00%+14+175.0%Added
Bare Financial Services, Inc22$11.0K0.00%+16+266.7%Added
Logan Capital Management Inc23$11.5K0.00%00.0%Unchanged
IMG Wealth Management, Inc.23$11.5K0.01%+23New
Global X Japan Co., Ltd.24$12.0K0.00%+24New
Legacy Bridge, LLC25$12.5K0.01%00.0%Unchanged
Avalon Trust Co25$12.5K0.00%00.0%Unchanged
Global Wealth Strategies & Associates25$12.5K0.00%00.0%Unchanged
Kings Path Partners LLC25$12.5K0.01%00.0%Unchanged
Rialto Wealth Management, LLC25$12.5K0.00%+1+4.2%Added
Rosenberg Matthew Hamilton26$13.0K0.00%00.0%Unchanged
Park Place Capital Corp26$13.1K0.00%00.0%Unchanged
Abound Wealth Management26$13.2K0.00%+4+18.2%Added
Thurston, Springer, Miller, Herd & Titak, Inc.28$14.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC28$14.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$14.0K0.00%00.0%Unchanged
Howard Hughes Medical Institute33$16.6K0.01%+33New