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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 758 | $380.2K | 0.05% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 768 | $385.3K | 0.05% | +48+6.7% | Added |
| Highland Capital Management, LLC | 773 | $387.7K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 774 | $388.2K | 0.02% | −1,853−70.5% | Reduced |
| Heritage Trust Co | 775 | $388.7K | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 776 | $389.5K | 0.01% | −112−12.6% | Reduced |
| FORA Capital, LLC | 778 | $390.2K | 0.04% | +778 | New |
| Guardian Wealth Advisors, LLC | 782 | $392.2K | 0.03% | +22+2.9% | Added |
| Brevan Howard Capital Management LP | 783 | $392.7K | 0.00% | −9,024−92.0% | Reduced |
| Optimize Financial Inc | 788 | $395.3K | 0.24% | −4−0.5% | Reduced |
| GSB Wealth Management, LLC | 797 | $399.8K | 0.10% | −6−0.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 798 | $400.2K | 0.06% | −12−1.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 798 | $400.3K | 0.01% | +57+7.7% | Added |
| Financial Advocates Investment Management | 799 | $400.8K | 0.03% | −206−20.5% | Reduced |
| Banco BTG Pactual S.A. | 800 | $401.3K | 0.08% | 00.0% | Unchanged |
| Values Added Financial LLC | 804 | $403.3K | 0.20% | +9+1.1% | Added |
| Woodmont Investment Counsel LLC | 805 | $403.8K | 0.03% | +5+0.6% | Added |
| Alta Advisers Ltd | 811 | $406.8K | 0.14% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 811 | $406.9K | 0.01% | +172+26.9% | Added |
| Pitcairn Co | 813 | $407.8K | 0.03% | −78−8.8% | Reduced |
| American National Bank | 818 | $410.3K | 0.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 833 | $417.8K | 0.04% | −9−1.1% | Reduced |
| Western Wealth Management, LLC | 846 | $424.2K | 0.03% | +38+4.7% | Added |
| Great Valley Advisor Group, Inc. | 847 | $424.8K | 0.01% | +2+0.2% | Added |
| Castleview Partners, LLC | 848 | $425.3K | 0.27% | −17−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 851 | $426.9K | 0.01% | +67+8.5% | Added |
| 4J Wealth Management LLC | 852 | $427.1K | 0.29% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 856 | $428.0K | 0.01% | +85+11.0% | Added |
| Bradley Foster & Sargent Inc | 855 | $428.9K | 0.01% | −30−3.4% | Reduced |
| Shelton Capital Management | 860 | $431.4K | 0.01% | −20−2.3% | Reduced |
| Kera Capital Partners, Inc. | 861 | $431.9K | 0.09% | −6−0.7% | Reduced |
| Outlook Wealth Advisors, LLC | 861 | $431.9K | 0.11% | +1+0.1% | Added |
| Flputnam Investment Management Co | 865 | $433.9K | 0.01% | +59+7.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 873 | $437.9K | 0.04% | +66+8.2% | Added |
| Canandaigua National Trust Co of Florida | 877 | $439.9K | 0.31% | +877 | New |
| Quest Partners LLC | 878 | $440.4K | 0.04% | −2,102−70.5% | Reduced |
| Sunflower Bank, N.A. | 887 | $444.9K | 0.11% | −47−5.0% | Reduced |
| Tributary Capital Management, LLC | 890 | $446.4K | 0.04% | −25−2.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 904 | $453.4K | 0.02% | +1+0.1% | Added |
| Prescott Group Capital Management, L.L.C. | 904 | $453.4K | 0.05% | +302+50.2% | Added |
| George Kaiser Family Foundation | 904 | $453.4K | 0.07% | +302+50.2% | Added |
| Pallas Capital Advisors LLC | 906 | $454.5K | 0.02% | +906 | New |
| Abn Amro Investment Solutions | 909 | $455.9K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 900 | $457.2K | 0.18% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 912 | $457.7K | 0.01% | +912 | New |
| Cozad Asset Management Inc | 920 | $461.5K | 0.04% | −150−14.0% | Reduced |
| Manchester Capital Management LLC | 922 | $462.5K | 0.06% | +1+0.1% | Added |
| D.B. Root & Company, LLC | 922 | $462.5K | 0.14% | +117+14.5% | Added |
| Fielder Capital Group LLC | 922 | $462.5K | 0.12% | −8−0.9% | Reduced |
| Pettee Investors, Inc. | 924 | $463.5K | 0.28% | 00.0% | Unchanged |
| Groupe la Francaise | 929 | $463.9K | 0.01% | +33+3.7% | Added |
| Auto-Owners Insurance Co | 933 | $468.0K | 0.01% | −44,210−97.9% | Reduced |
| West Family Investments, Inc. | 939 | $471.0K | 0.12% | +264+39.1% | Added |
| Accurate Wealth Management, LLC | 937 | $473.8K | 0.07% | +91+10.8% | Added |
| Pinnacle Associates Ltd | 945 | $474.0K | 0.01% | +66+7.5% | Added |
| Hutner Capital Management Inc | 945 | $474.0K | 0.22% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 926 | $478.0K | 0.15% | +9+1.0% | Added |
| Ted Buchan & Co | 955 | $479.0K | 0.19% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 956 | $479.5K | 0.03% | +956 | New |
| Meridian Wealth Management, LLC | 959 | $480.9K | 0.02% | +219+29.6% | Added |
| Baxter Bros Inc | 959 | $481.0K | 0.06% | +10+1.1% | Added |
| Moneta Group Investment Advisors LLC | 960 | $481.5K | 0.01% | −13−1.3% | Reduced |
| Hanlon Investment Management, Inc. | 960 | $481.5K | 0.35% | +43+4.7% | Added |
| Correct Capital Wealth Management | 964 | $483.5K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 964 | $483.6K | 0.01% | +46+5.0% | Added |
| Shearwater Capital LLC | 964 | $483.6K | 0.30% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 965 | $484.3K | 0.02% | +239+32.9% | Added |
| Legacy Financial Advisors, Inc. | 977 | $490.2K | 0.08% | −25−2.5% | Reduced |
| Investment Management Corp | 980 | $491.4K | 0.45% | +11+1.1% | Added |
| Mission Wealth Management, LP | 981 | $491.9K | 0.01% | −90−8.4% | Reduced |
| Aprio Wealth Management, LLC | 983 | $493.2K | 0.06% | +19+2.0% | Added |
| Avidian Wealth Solutions, LLC | 984 | $493.5K | 0.02% | +477+94.1% | Added |
| Penobscot Investment Management Company, Inc. | 985 | $494.1K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 986 | $494.6K | 0.03% | −62−5.9% | Reduced |
| RFG Advisory, LLC | 986 | $494.7K | 0.01% | +32+3.4% | Added |
| Relyea Zuckerberg Hanson LLC | 993 | $498.1K | 0.06% | −7−0.7% | Reduced |
| Howard Capital Management Inc. | 997 | $500.1K | 0.01% | +130+15.0% | Added |
| Everhart Financial Group, Inc. | 998 | $500.6K | 0.06% | +12+1.2% | Added |
| Quintet Private Bank (Europe) S.A. | 1,000 | $501.6K | 0.03% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,000 | $501.6K | 0.20% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,004 | $503.0K | 0.06% | +1+0.1% | Added |
| Two Sigma Securities, LLC | 1,003 | $503.1K | 0.06% | −2,914−74.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,009 | $506.1K | 0.01% | +1+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 1,005 | $508.2K | 0.01% | +4+0.4% | Added |
| Broadleaf Partners, LLC | 1,020 | $511.6K | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,024 | $513.8K | 0.02% | +102+11.1% | Added |
| Beese Fulmer Investment Management, Inc. | 1,030 | $516.6K | 0.04% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,032 | $517.6K | 0.16% | +3+0.3% | Added |
| FineMark National Bank & Trust | 1,033 | $518.1K | 0.02% | −260−20.1% | Reduced |
| NBC Securities, Inc. | 1,041 | $522.0K | 0.04% | +34+3.4% | Added |
| Stratos Wealth Advisors, LLC | 1,042 | $522.7K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,053 | $528.2K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 1,058 | $530.7K | 0.02% | −48−4.3% | Reduced |
| Blueshift Asset Management, LLC | 1,060 | $531.7K | 0.16% | +589+125.1% | Added |
| Carnegie Capital Asset Management, LLC | 1,061 | $532.2K | 0.01% | +11+1.0% | Added |
| Bridgewater Advisors Inc. | 1,051 | $536.5K | 0.04% | +1+0.1% | Added |
| Virtus ETF Advisers LLC | 1,089 | $546.2K | 0.33% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,094 | $548.8K | 0.08% | +11+1.0% | Added |
| Cache Advisors, LLC | 1,096 | $549.7K | 0.15% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 1,097 | $550.4K | 0.02% | +21+2.0% | Added |