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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $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 |
|---|---|---|---|---|---|
| Avion Wealth | 34 | $17.0K | 0.00% | +11+47.8% | Added |
| Bares Capital Management, Inc. | 34 | $17.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 39 | $19.6K | 0.01% | +11+39.3% | Added |
| Private Wealth Management Group, LLC | 39 | $19.6K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $20.1K | 0.00% | −1−2.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 43 | $21.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 45 | $22.6K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 46 | $23.1K | 0.01% | +19+70.4% | Added |
| Asset Dedication, LLC | 47 | $23.6K | 0.00% | −2−4.1% | Reduced |
| True Wealth Design, LLC | 47 | $23.6K | 0.01% | +38+422.2% | Added |
| Fortitude Family Office, LLC | 49 | $24.6K | 0.01% | +18+58.1% | Added |
| Newbridge Financial Services Group, Inc. | 50 | $25.1K | 0.00% | +50 | New |
| Rexford Capital Inc | 50 | $25.1K | 0.02% | +50 | New |
| Walleye Trading LLC | 51 | $25.6K | 0.00% | −578−91.9% | Reduced |
| Atlantic Trust, LLC | 54 | $27.1K | 0.01% | +16+42.1% | Added |
| Financial Management Professionals, Inc. | 55 | $27.6K | 0.00% | −6−9.8% | Reduced |
| Bogart Wealth, LLC | 56 | $28.1K | 0.00% | +1+1.8% | Added |
| Johnson Financial Group, Inc. | 56 | $28.1K | 0.00% | +56 | New |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $30.2K | 0.02% | +1+1.7% | Added |
| ORG Partners LLC | 66 | $33.2K | 0.01% | +22+50.0% | Added |
| GW&K Investment Management, LLC | 69 | $35.0K | 0.00% | −2−2.8% | Reduced |
| JFS Wealth Advisors, LLC | 70 | $35.1K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 72 | $36.1K | 0.00% | +72 | New |
| Essential Partners LLC | 72 | $36.1K | 0.01% | +72 | New |
| Atticus Wealth Management, LLC | 78 | $39.1K | 0.01% | +3+4.0% | Added |
| Central Pacific Bank - Trust Division | 80 | $40.1K | 0.01% | +24+42.9% | Added |
| LRI Investments, LLC | 83 | $41.7K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 88 | $44.3K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 93 | $46.6K | 0.02% | +4+4.5% | Added |
| Spire Wealth Management | 93 | $46.6K | 0.00% | −4,842−98.1% | Reduced |
| Maryland Capital Advisors Inc. | 94 | $47.1K | 0.02% | +94 | New |
| Albion Financial Group | 95 | $47.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $48.8K | 0.00% | −677−86.8% | Reduced |
| MV Capital Management, Inc. | 100 | $50.2K | 0.01% | +1+1.0% | Added |
| Lavaca Capital LLC | 100 | $50.2K | 0.02% | +100 | New |
| Darwin Advisors, LLC | 100 | $50.3K | 0.02% | −59−37.1% | Reduced |
| Sachetta, LLC | 101 | $50.7K | 0.02% | +3+3.1% | Added |
| Activest Wealth Management | 103 | $51.7K | 0.01% | −28−21.4% | Reduced |
| Clear Street Markets LLC | 104 | $52.2K | 0.02% | +104 | New |
| Alpine Bank Wealth Management | 105 | $52.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 105 | $52.8K | 0.00% | −1−0.9% | Reduced |
| Private Wealth Asset Management, LLC | 106 | $53.2K | 0.01% | −8−7.0% | Reduced |
| City State Bank | 106 | $53.2K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 107 | $53.7K | 0.03% | +107 | New |
| UMA Financial Services, Inc. | 107 | $53.7K | 0.01% | +27+33.8% | Added |
| NewSquare Capital LLC | 110 | $55.2K | 0.00% | +51+86.4% | Added |
| Ogorek Anthony Joseph | 112 | $56.0K | 0.02% | +1+0.9% | Added |
| Motco | 109 | $56.2K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 114 | $57.2K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 115 | $57.9K | 0.02% | −16−12.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 115 | $58.0K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 118 | $59.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 120 | $60.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 120 | $60.2K | 0.00% | +13+12.1% | Added |
| Whipplewood Advisors, LLC | 123 | $61.7K | 0.03% | −141−53.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 125 | $62.7K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 126 | $63.2K | 0.04% | +1+0.8% | Added |
| Generali Investments, Management Co LLC | 128 | $64.1K | 0.01% | +128 | New |
| State of Wyoming | 131 | $65.7K | 0.01% | +131 | New |
| Bell Investment Advisors, Inc | 134 | $67.2K | 0.01% | +2+1.5% | Added |
| Covestor Ltd | 138 | $70.0K | 0.04% | +21+17.9% | Added |
| REAP Financial Group, LLC | 142 | $71.1K | 0.02% | +92+184.0% | Added |
| Vision Financial Markets LLC | 143 | $71.2K | 0.07% | +1+0.7% | Added |
| Intact Investment Management Inc. | 153 | $76.7K | 0.00% | +153 | New |
| Princeton Global Asset Management LLC | 154 | $77.2K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 157 | $78.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 158 | $79.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 166 | $83.0K | 0.01% | +11+7.1% | Added |
| Evelyn Partners Investment Management LLP | 170 | $85.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 173 | $86.8K | 0.00% | −306−63.9% | Reduced |
| Atlantic Union Bankshares Corp | 174 | $87.1K | 0.00% | +174 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 174 | $87.3K | 0.03% | +28+19.2% | Added |
| TFC Financial Management | 177 | $88.8K | 0.01% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 180 | $90.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 181 | $90.0K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 182 | $91.3K | 0.02% | −77−29.7% | Reduced |
| Islay Capital Management, LLC | 183 | $91.8K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 183 | $91.8K | 0.02% | +139+315.9% | Added |
| Ofi Invest Asset Management | 221 | $94.4K | 0.00% | +71+47.3% | Added |
| Deseret Mutual Benefit Administrators | 194 | $97.3K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 196 | $98.3K | 0.00% | −29−12.9% | Reduced |
| BSN Capital Partners Ltd | 208 | $99.8K | 0.01% | +208 | New |
| Bank of Jackson Hole Trust | 199 | $99.8K | 0.06% | +199 | New |
| Resources Management Corp | 200 | $100.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $100.3K | 0.04% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 201 | $100.9K | 0.04% | −58−22.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $105.3K | 0.03% | +60+40.0% | Added |
| St Germain D J Co Inc | 224 | $112.4K | 0.00% | +94+72.3% | Added |
| Cheviot Value Management, LLC | 220 | $113.4K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 232 | $116.4K | 0.01% | −4−1.7% | Reduced |
| Sound Income Strategies, LLC | 237 | $118.9K | 0.01% | +2+0.9% | Added |
| North Star Investment Management Corp. | 240 | $120.4K | 0.01% | −4−1.6% | Reduced |
| Bayforest Capital Ltd | 245 | $122.9K | 0.05% | +245 | New |
| Your Advocates Ltd., LLP | 253 | $126.9K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 273 | $136.9K | 0.01% | +7+2.6% | Added |
| JNBA Financial Advisors | 275 | $137.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 287 | $144.0K | 0.01% | −157−35.4% | Reduced |
| WPG Advisers, LLC | 287 | $144.0K | 0.12% | −6−2.0% | Reduced |
| Eastern Bank | 295 | $148.0K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $150.5K | 0.11% | 00.0% | Unchanged |