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, 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
- 1,346
- +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
- 455 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 8,200 | $4.11M | 0.07% | −100−1.2% | Reduced |
| Groupama Asset Managment | 8,439 | $4.12M | 0.07% | +2,515+42.5% | Added |
| Sciencast Management LP | 8,219 | $4.12M | 0.85% | +8,219 | New |
| Bretton Capital Management, LLC | 8,300 | $4.16M | 3.76% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 8,339 | $4.18M | 0.15% | −1,032−11.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,435 | $4.23M | 0.40% | −325−3.7% | Reduced |
| Wetherby Asset Management Inc | 8,545 | $4.29M | 0.19% | +8,545 | New |
| Norinchukin Bank, The | 8,654 | $4.34M | 0.06% | +580+7.2% | Added |
| Verition Fund Management LLC | 8,696 | $4.36M | 0.03% | −1,224−12.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,717 | $4.37M | 0.12% | −1,928−18.1% | Reduced |
| Generate Investment Management Ltd | 9,072 | $4.55M | 0.25% | +9,072 | New |
| Glenview Trust Co | 9,089 | $4.56M | 0.08% | −138−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 9,141 | $4.59M | 0.04% | +89+1.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,147 | $4.59M | 0.00% | +4,943+117.6% | Added |
| Sterling Investment Management, Inc. | 9,157 | $4.59M | 3.04% | +1,960+27.2% | Added |
| Commerzbank Aktiengesellschaft | 9,283 | $4.66M | 0.11% | +337+3.8% | Added |
| Callan Family Office, LLC | 9,290 | $4.66M | 0.15% | +6,749+265.6% | Added |
| Hartford Investment Management Co | 9,329 | $4.68M | 0.15% | −112−1.2% | Reduced |
| Diversify Wealth Management, LLC | 9,115 | $4.70M | 0.29% | +514+6.0% | Added |
| Point72 Europe (London) LLP | 9,400 | $4.71M | 0.24% | +9,400 | New |
| Windmill Hill Asset Management Ltd | 9,491 | $4.76M | 1.31% | 00.0% | Unchanged |
| Umb Bank N A | 9,509 | $4.77M | 0.07% | +645+7.3% | Added |
| Omers Administration Corp | 9,596 | $4.81M | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,944 | $4.99M | 0.06% | +2,889+40.9% | Added |
| Insight Wealth Strategies, LLC | 9,942 | $5.00M | 0.63% | +53+0.5% | Added |
| KP Management LLC | 10,000 | $5.02M | 2.03% | 00.0% | Unchanged |
| TRB Advisors LP | 10,000 | $5.02M | 1.20% | +10,000 | New |
| Allianz SE | 10,090 | $5.06M | 0.12% | +1,500+17.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $5.06M | 0.65% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 10,127 | $5.08M | 0.15% | −664−6.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 10,274 | $5.15M | 1.76% | +262+2.6% | Added |
| Advisor Group Holdings, Inc. | 10,349 | $5.18M | 0.01% | +1,168+12.7% | Added |
| Smith, Salley & Associates | 10,457 | $5.25M | 0.30% | +382+3.8% | Added |
| Sanctuary Advisors, LLC | 10,466 | $5.25M | 0.03% | −113−1.1% | Reduced |
| Avanza Fonder AB | 10,550 | $5.29M | 0.16% | −1,385−11.6% | Reduced |
| Cloverfields Capital Group, LP | 10,596 | $5.32M | 1.58% | −478−4.3% | Reduced |
| Ieq Capital, LLC | 10,602 | $5.32M | 0.03% | +1,017+10.6% | Added |
| Mizuho Securities USA LLC | 10,694 | $5.36M | 0.11% | +10,694 | New |
| Fiduciary Trust Co | 10,712 | $5.37M | 0.07% | +16+0.1% | Added |
| Baird Financial Group, Inc. | 10,732 | $5.38M | 0.01% | −7,770−42.0% | Reduced |
| Altrafin AG | 10,845 | $5.44M | 1.84% | −299−2.7% | Reduced |
| Keybank National Association | 10,850 | $5.44M | 0.02% | +450+4.3% | Added |
| Benjamin Edwards Inc | 10,859 | $5.45M | 0.07% | +6,842+170.3% | Added |
| Vinva Investment Management Ltd | 11,173 | $5.45M | 0.15% | +2,798+33.4% | Added |
| Crossmark Global Holdings, Inc. | 10,883 | $5.46M | 0.09% | −15,541−58.8% | Reduced |
| BNP Paribas | 10,884 | $5.46M | 0.18% | −702−6.1% | Reduced |
| Federated Hermes, Inc. | 10,916 | $5.48M | 0.01% | +1,461+15.5% | Added |
| Moore Capital Management, LP | 10,962 | $5.50M | 0.11% | +10,962 | New |
| Central Bank & Trust Co | 11,051 | $5.54M | 0.91% | −1,225−10.0% | Reduced |
| Oppenheimer & Co Inc | 11,072 | $5.55M | 0.07% | +8,469+325.4% | Added |
| Fogel Capital Management, Inc. | 11,075 | $5.56M | 2.96% | +355+3.3% | Added |
| Jones Financial Companies LLLP | 11,387 | $5.56M | 0.00% | +1,295+12.8% | Added |
| iA Global Asset Management Inc. | 11,102 | $5.57M | 0.08% | +1,605+16.9% | Added |
| Bessemer Group Inc | 11,307 | $5.67M | 0.01% | +2,193+24.1% | Added |
| Ibex Wealth Advisors | 11,516 | $5.78M | 0.62% | +11,516 | New |
| Titan Global Capital Management USA LLC | 11,545 | $5.79M | 0.91% | +967+9.1% | Added |
| Live Oak Private Wealth LLC | 11,563 | $5.80M | 0.87% | +360+3.2% | Added |
| Jane Street Group, LLC | 11,620 | $5.83M | 0.01% | −20,738−64.1% | Reduced |
| Roundview Capital LLC | 11,684 | $5.86M | 0.39% | +795+7.3% | Added |
| Ballentine Partners, LLC | 11,858 | $5.95M | 0.09% | −1,145−8.8% | Reduced |
| Atria Investments LLC | 11,872 | $5.95M | 0.07% | +30+0.3% | Added |
| Lincoln Capital LLC | 11,894 | $5.96M | 1.15% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 11,900 | $5.97M | 0.05% | +11,900 | New |
| Midwest Professional Planners, LTD. | 11,963 | $6.00M | 1.58% | +175+1.5% | Added |
| Banque Cantonale Vaudoise | 12,096 | $6.07M | 0.25% | +3,158+35.3% | Added |
| Teachers Retirement System of the State of Kentucky | 12,187 | $6.11M | 0.05% | +154+1.3% | Added |
| Yacktman Asset Management LP | 12,425 | $6.23M | 0.08% | +4,755+62.0% | Added |
| National Philanthropic Trust | 12,439 | $6.24M | 0.08% | +9+0.1% | Added |
| SG Americas Securities, LLC | 12,611 | $6.33M | 0.03% | −58,429−82.2% | Reduced |
| Pacer Advisors, Inc. | 12,724 | $6.38M | 0.02% | +4,825+61.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,732 | $6.40M | 0.05% | +8,802+224.0% | Added |
| Wealthfront Advisers LLC | 12,914 | $6.48M | 0.02% | +1,866+16.9% | Added |
| Generali Asset Management SPA SGR | 12,960 | $6.50M | 0.15% | −6,327−32.8% | Reduced |
| NEOS Investment Management LLC | 12,971 | $6.51M | 0.08% | −767−5.6% | Reduced |
| Railway Pension Investments Ltd | 13,300 | $6.67M | 0.09% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 13,345 | $6.69M | 0.50% | −1,508−10.2% | Reduced |
| Oregon Public Employees Retirement Fund | 13,369 | $6.71M | 0.12% | +100+0.8% | Added |
| Oddo BHF Asset Management SAS | 13,370 | $6.71M | 0.25% | −943−6.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 13,405 | $6.72M | 0.41% | −895−6.3% | Reduced |
| XXEC, Inc. | 13,418 | $6.73M | 5.41% | −595−4.2% | Reduced |
| ASR Vermogensbeheer N.V. | 13,431 | $6.74M | 0.09% | −240−1.8% | Reduced |
| Alps Advisors Inc | 13,530 | $6.79M | 0.04% | −189−1.4% | Reduced |
| Americana Partners, LLC | 13,635 | $6.84M | 0.24% | −973−6.7% | Reduced |
| HB Wealth Management, LLC | 13,636 | $6.84M | 0.05% | +103+0.8% | Added |
| Penbrook Management LLC | 13,650 | $6.85M | 5.15% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,649 | $6.85M | 0.02% | +1,549+12.8% | Added |
| K.J. Harrison & Partners Inc | 13,675 | $6.86M | 1.14% | −2,000−12.8% | Reduced |
| Glenmede Investment Management, LP | 13,813 | $6.93M | 0.04% | +13,813 | New |
| Metis Global Partners, LLC | 13,901 | $6.97M | 0.18% | −1,140−7.6% | Reduced |
| Connecticut Wealth Management, LLC | 14,204 | $7.12M | 0.34% | −9−0.1% | Reduced |
| Ghe, LLC | 14,295 | $7.17M | 3.21% | −2,050−12.5% | Reduced |
| Empowered Funds, LLC | 14,534 | $7.29M | 0.08% | −4,535−23.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 14,592 | $7.32M | 1.83% | +604+4.3% | Added |
| Strategic Global Advisors, LLC | 14,775 | $7.41M | 1.21% | +914+6.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,846 | $7.45M | 0.07% | +541+3.8% | Added |
| East Coast Asset Management, LLC. | 14,936 | $7.49M | 2.49% | +14+0.1% | Added |
| Hudson Bay Capital Management LP | 15,000 | $7.52M | 0.05% | −330−2.2% | Reduced |
| AdvisorShares Investments LLC | 15,120 | $7.58M | 1.37% | −616−3.9% | Reduced |
| Gamco Investors, Inc. Et Al | 15,326 | $7.69M | 0.08% | +3,183+26.2% | Added |
| Stanley Capital Management, LLC | 15,758 | $7.90M | 1.33% | 00.0% | Unchanged |