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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 525 | $263.5K | 0.01% | +43+8.9% | Added |
| Equitable Holdings, Inc. | 526 | $263.8K | 0.00% | −1,143−68.5% | Reduced |
| Reliant Investment Management, LLC | 528 | $264.8K | 0.11% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 510 | $265.0K | 0.12% | −45−8.1% | Reduced |
| Principle Wealth Partners LLC | 531 | $266.4K | 0.02% | +1+0.2% | Added |
| Sharkey, Howes & Javer | 533 | $267.3K | 0.04% | −5−0.9% | Reduced |
| Prosperity Wealth Management, Inc. | 533 | $267.3K | 0.10% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 533 | $267.3K | 0.03% | +56+11.7% | Added |
| CMH Wealth Management LLC | 533 | $267.3K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 533 | $267.4K | 0.09% | +533 | New |
| Baker Tilly Wealth Management, LLC | 536 | $268.9K | 0.10% | +34+6.8% | Added |
| AMG National Trust Bank | 537 | $269.4K | 0.01% | +537 | New |
| Legacy Capital Group California, Inc. | 547 | $274.4K | 0.08% | −1,480−73.0% | Reduced |
| Sage Mountain Advisors LLC | 548 | $274.9K | 0.02% | −37−6.3% | Reduced |
| Maseco LLP | 553 | $277.2K | 0.01% | +553 | New |
| Busey Wealth Management | 554 | $277.9K | 0.01% | −10−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 556 | $278.9K | 0.01% | −316−36.2% | Reduced |
| Massmutual Trust Co FSB | 562 | $281.9K | 0.01% | −30−5.1% | Reduced |
| Sax Wealth Advisors, LLC | 571 | $286.6K | 0.02% | +571 | New |
| Atlanta Consulting Group Advisors, LLC | 573 | $287.4K | 0.08% | −105−15.5% | Reduced |
| Ballast, Inc. | 575 | $288.4K | 0.08% | −40−6.5% | Reduced |
| Tyche Wealth Partners LLC | 578 | $289.8K | 0.06% | +1+0.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 579 | $290.0K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 579 | $290.4K | 0.02% | −30−4.9% | Reduced |
| Claret Asset Management Corp | 581 | $291.0K | 0.04% | −43−6.9% | Reduced |
| Dohj, LLC | 682 | $293.8K | 0.09% | +682 | New |
| Global Retirement Partners, LLC | 587 | $294.2K | 0.01% | +587 | New |
| MBB Public Markets I LLC | 587 | $294.4K | 0.03% | −133−18.5% | Reduced |
| Essex Financial Services, Inc. | 588 | $294.8K | 0.02% | −16−2.6% | Reduced |
| Panoramic Capital Partners, LLC | 586 | $296.0K | 0.21% | −15−2.5% | Reduced |
| Little House Capital LLC | 591 | $296.4K | 0.07% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 592 | $296.9K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 594 | $297.9K | 0.01% | −546−47.9% | Reduced |
| Everpar Advisors LLC | 596 | $298.9K | 0.14% | −32−5.1% | Reduced |
| First National Bank & Trust Co of Newtown | 600 | $300.9K | 0.06% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $301.0K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 600 | $301.0K | 0.04% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 600 | $301.0K | 0.16% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $301.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 602 | $302.0K | 0.01% | −67−10.0% | Reduced |
| Baron Wealth Management LLC | 603 | $302.5K | 0.11% | +603 | New |
| Morris Financial Concepts, Inc. | 605 | $303.5K | 0.12% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 612 | $306.9K | 0.01% | +112+22.4% | Added |
| Endowment Wealth Management, Inc. | 613 | $307.4K | 0.16% | −19−3.0% | Reduced |
| Magnus Financial Group LLC | 613 | $307.5K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 620 | $309.7K | 0.00% | +143+30.0% | Added |
| Fukoku Mutual Life Insurance Co | 619 | $310.5K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 620 | $310.8K | 0.19% | +1+0.2% | Added |
| Birch Hill Investment Advisors LLC | 620 | $311.0K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 622 | $311.9K | 0.07% | +13+2.1% | Added |
| Wedbush Securities Inc | 622 | $312.0K | 0.01% | −3−0.5% | Reduced |
| EWG Elevate Inc. | 623 | $312.5K | 0.10% | −10−1.6% | Reduced |
| Wulff, Hansen & Co. | 625 | $313.5K | 0.27% | +20+3.3% | Added |
| Flagship Harbor Advisors, LLC | 633 | $317.5K | 0.02% | −9−1.4% | Reduced |
| Avestar Capital, LLC | 635 | $318.5K | 0.02% | −92−12.7% | Reduced |
| Group One Trading, L.P. | 638 | $320.0K | 0.01% | −661−50.9% | Reduced |
| Dunhill Financial, LLC | 638 | $320.5K | 0.09% | −1−0.2% | Reduced |
| Howe & Rusling Inc | 639 | $320.5K | 0.02% | +10+1.6% | Added |
| Kathmere Capital Management, LLC | 642 | $322.2K | 0.02% | −22−3.3% | Reduced |
| Saybrook Capital | 643 | $322.5K | 0.09% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 644 | $323.0K | 0.08% | +34+5.6% | Added |
| Cherokee Insurance Co | 650 | $326.0K | 0.14% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 651 | $326.5K | 0.08% | +25+4.0% | Added |
| Lion Street Advisors, LLC | 655 | $328.5K | 0.10% | +37+6.0% | Added |
| Geneos Wealth Management Inc. | 656 | $329.0K | 0.01% | +51+8.4% | Added |
| Baldwin Brothers Inc | 657 | $329.5K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 667 | $334.7K | 0.00% | +667 | New |
| Pinnacle Wealth Planning Services, Inc. | 669 | $335.6K | 0.04% | −93−12.2% | Reduced |
| Forum Financial Management, LP | 669 | $335.6K | 0.01% | −82−10.9% | Reduced |
| Fiduciary Financial Group, LLC | 670 | $336.7K | 0.06% | +670 | New |
| Atala Financial Inc | 677 | $339.6K | 0.23% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 681 | $341.6K | 0.06% | +33+5.1% | Added |
| Matrix Trust Co | 682 | $342.0K | 0.05% | +195+40.0% | Added |
| Quotient Wealth Partners, LLC | 684 | $343.2K | 0.01% | +89+15.0% | Added |
| Salem Investment Counselors Inc | 687 | $344.6K | 0.01% | +366+114.0% | Added |
| Rice Hall James & Associates, LLC | 691 | $346.6K | 0.02% | +78+12.7% | Added |
| Keel Point, LLC | 694 | $348.1K | 0.02% | +9+1.3% | Added |
| Great Lakes Advisors, LLC | 695 | $348.6K | 0.00% | +42+6.4% | Added |
| Boston Family Office LLC | 696 | $349.0K | 0.02% | +120+20.8% | Added |
| Delta Investment Management, LLC | 698 | $350.1K | 0.07% | −163−18.9% | Reduced |
| Rothschild Investment LLC | 699 | $350.6K | 0.02% | +16+2.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $351.1K | 0.14% | 00.0% | Unchanged |
| HCR Wealth Advisors | 702 | $352.1K | 0.04% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 702 | $352.1K | 0.19% | +25+3.7% | Added |
| Camden Capital, LLC | 702 | $352.2K | 0.03% | −15−2.1% | Reduced |
| SBI Securities Co., Ltd. | 713 | $357.6K | 0.01% | +114+19.0% | Added |
| J2 Capital Management Inc | 713 | $357.6K | 0.29% | +208+41.2% | Added |
| Capital Group Private Client Services, Inc. | 715 | $358.6K | 0.00% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 717 | $359.7K | 0.02% | +4+0.6% | Added |
| Carson Advisory Inc. | 720 | $361.1K | 0.23% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 721 | $361.5K | 0.04% | 00.0% | Unchanged |
| Balboa Wealth Partners | 724 | $363.2K | 0.07% | −87−10.7% | Reduced |
| OLIO Financial Planning | 730 | $366.2K | 0.12% | −2−0.3% | Reduced |
| Guyasuta Investment Advisors Inc | 733 | $367.7K | 0.02% | 00.0% | Unchanged |
| Boltwood Capital Management | 735 | $368.7K | 0.10% | −20−2.6% | Reduced |
| Gladstone Institutional Advisory LLC | 737 | $369.7K | 0.02% | +10+1.4% | Added |
| Silvia McColl Wealth Management, LLC | 742 | $372.2K | 0.27% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 744 | $373.1K | 0.05% | +300+67.6% | Added |
| Close Asset Management Ltd | 750 | $376.0K | 0.01% | 00.0% | Unchanged |
| McLean Asset Management Corp | 762 | $378.7K | 0.10% | +23+3.1% | Added |