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 |
|---|---|---|---|---|---|
| Wilkins Investment Counsel Inc | 1,100 | $551.7K | 0.08% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,107 | $555.4K | 0.01% | +13+1.2% | Added |
| Abacus Planning Group, Inc. | 1,112 | $557.8K | 0.08% | −28−2.5% | Reduced |
| PDS Planning, Inc | 1,112 | $557.8K | 0.04% | +37+3.4% | Added |
| SkyView Investment Advisors, LLC | 1,123 | $560.0K | 0.08% | −8−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,124 | $563.0K | 0.03% | −443−28.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,088 | $563.0K | 0.05% | +38+3.6% | Added |
| Trust Co of Vermont | 1,145 | $574.3K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,145 | $574.6K | 0.03% | −201−14.9% | Reduced |
| Legacy Private Trust Co. | 1,150 | $576.8K | 0.04% | −10−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 1,159 | $581.3K | 0.00% | +14+1.2% | Added |
| Cross Staff Investments Inc | 1,162 | $582.8K | 0.43% | 00.0% | Unchanged |
| BlueSpruce Investments, LP | 1,162 | $582.8K | 0.01% | +1,162 | New |
| Cornerstone Advisory, LLC | 1,166 | $584.9K | 0.06% | −3−0.3% | Reduced |
| Inceptionr LLC | 1,167 | $585.4K | 0.14% | +1,167 | New |
| Boston Private Wealth LLC | 1,169 | $586.4K | 0.03% | +1,169 | New |
| Synovus Financial Corp | 1,173 | $588.4K | 0.01% | −27−2.3% | Reduced |
| Park Edge Advisors, LLC | 1,190 | $596.9K | 0.15% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,198 | $600.9K | 0.00% | −71−5.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,199 | $601.4K | 0.14% | −32−2.6% | Reduced |
| Fayez Sarofim & Co | 1,200 | $601.9K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 1,210 | $606.9K | 0.04% | −96−7.4% | Reduced |
| Spirepoint Private Client, LLC | 1,218 | $611.0K | 0.07% | +41+3.5% | Added |
| CX Institutional | 1,235 | $620.0K | 0.02% | +159+14.8% | Added |
| Andina Capital Management, LLC | 1,237 | $620.5K | 0.43% | +20+1.6% | Added |
| Aaron Wealth Advisors | 1,244 | $624.0K | 0.06% | +39+3.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 1,249 | $626.5K | 0.01% | −951−43.2% | Reduced |
| Atomi Financial Group, Inc. | 1,249 | $626.7K | 0.02% | +31+2.5% | Added |
| Chronos Wealth Management, LLC | 1,250 | $627.0K | 0.32% | −50−3.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $631.0K | 0.25% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,227 | $632.3K | 0.30% | +3+0.2% | Added |
| PFG Advisors | 1,267 | $635.6K | 0.03% | +500+65.2% | Added |
| Mattern Capital Management, LLC | 1,268 | $636.0K | 0.08% | +125+10.9% | Added |
| Eqis Capital Management, Inc. | 1,278 | $640.9K | 0.05% | −1−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,280 | $641.6K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,286 | $644.8K | 0.00% | +201+18.5% | Added |
| Prosperity Consulting Group, LLC | 1,290 | $647.1K | 0.05% | −23−1.8% | Reduced |
| Fulton Bank, N.A. | 1,291 | $647.6K | 0.02% | −83−6.0% | Reduced |
| DeDora Capital, Inc. | 1,297 | $650.6K | 0.17% | +28+2.2% | Added |
| Promus Capital, LLC | 1,298 | $651.0K | 0.42% | +244+23.1% | Added |
| DDD Partners, LLC | 1,299 | $651.6K | 0.07% | −11−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,323 | $663.6K | 0.05% | −15−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 1,332 | $668.4K | 0.01% | −44−3.2% | Reduced |
| Addison Advisors LLC | 1,351 | $677.6K | 0.17% | +530+64.6% | Added |
| Proficio Capital Partners LLC | 1,352 | $678.0K | 0.04% | +48+3.7% | Added |
| Clarius Group, LLC | 1,366 | $685.2K | 0.04% | −301−18.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,366 | $685.2K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 1,367 | $685.7K | 0.01% | +149+12.2% | Added |
| J.W. Cole Advisors, Inc. | 1,381 | $692.9K | 0.01% | +37+2.8% | Added |
| Sienna Gestion | 1,514 | $693.3K | 0.05% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,394 | $699.2K | 0.25% | +109+8.5% | Added |
| Westpac Banking Corp | 1,398 | $701.2K | 0.05% | −11−0.8% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $702.2K | 0.25% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 1,410 | $707.3K | 0.08% | −16−1.1% | Reduced |
| Opes Wealth Management LLC | 1,410 | $707.3K | 0.13% | −4−0.3% | Reduced |
| Circle Wealth Management, LLC | 1,411 | $707.7K | 0.02% | −37−2.6% | Reduced |
| Mutual Advisors, LLC | 1,380 | $708.0K | 0.02% | +605+78.1% | Added |
| Venturi Wealth Management, LLC | 1,431 | $717.8K | 0.04% | −228−13.7% | Reduced |
| Seeds Investor LLC | 1,436 | $720.4K | 0.17% | −116−7.5% | Reduced |
| Hilltop National Bank | 1,456 | $730.3K | 0.19% | +1,456 | New |
| Ameritas Investment Partners, Inc. | 1,460 | $732.3K | 0.02% | −15−1.0% | Reduced |
| Brave Asset Management Inc | 1,463 | $733.8K | 0.20% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,463 | $733.8K | 0.01% | +1,463 | New |
| GWM Advisors LLC | 1,468 | $736.2K | 0.00% | +86+6.2% | Added |
| Ellevest, Inc. | 1,469 | $736.8K | 0.12% | −112−7.1% | Reduced |
| Invesco, LLC | 1,470 | $737.3K | 0.28% | +228+18.4% | Added |
| Fortis Capital Management LLC | 1,478 | $741.2K | 0.12% | −4,707−76.1% | Reduced |
| Patton Albertson Miller Group, LLC | 1,483 | $743.9K | 0.10% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,497 | $750.9K | 0.16% | −3,507−70.1% | Reduced |
| Evercore Wealth Management, LLC | 1,504 | $754.4K | 0.01% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 1,505 | $754.9K | 0.26% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,516 | $760.4K | 0.03% | −47−3.0% | Reduced |
| Cigna Investments Inc | 1,531 | $768.0K | 0.13% | −70−4.4% | Reduced |
| Sowell Financial Services LLC | 1,547 | $776.0K | 0.03% | +219+16.5% | Added |
| Castle Rock Wealth Management, LLC | 1,549 | $776.2K | 0.18% | +2+0.1% | Added |
| International Assets Investment Management, LLC | 1,555 | $780.0K | 0.06% | +199+14.7% | Added |
| Dodge & Cox | 1,566 | $785.5K | 0.00% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,567 | $785.9K | 0.02% | +424+37.1% | Added |
| Fiduciary Family Office, LLC | 1,582 | $793.5K | 0.26% | +1,582 | New |
| Ashton Thomas Securities, LLC | 1,585 | $795.0K | 0.19% | +11+0.7% | Added |
| Dimension Capital Management LLC | 1,586 | $795.5K | 0.12% | +1,586 | New |
| Lineweaver Wealth Advisors, LLC | 1,602 | $803.6K | 0.13% | −448−21.9% | Reduced |
| Panagora Asset Management Inc | 1,612 | $808.6K | 0.00% | −361−18.3% | Reduced |
| DRW Securities, LLC | 1,614 | $809.5K | 0.06% | +1,614 | New |
| Argent Trust Co | 1,616 | $810.6K | 0.03% | −10−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,624 | $814.6K | 0.01% | −1−0.1% | Reduced |
| Global Endowment Management, LP | 1,625 | $815.1K | 0.11% | +228+16.3% | Added |
| Aptus Capital Advisors, LLC | 1,634 | $819.5K | 0.01% | −354−17.8% | Reduced |
| Davidson Trust Co | 1,641 | $823.1K | 0.38% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,642 | $823.4K | 0.02% | +1,642 | New |
| Millennium Management LLC | 1,647 | $826.1K | 0.00% | −177,006−99.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,652 | $828.7K | 0.15% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 1,675 | $840.2K | 0.15% | +382+29.5% | Added |
| Nomura Holdings Inc | 1,684 | $844.7K | 0.01% | −3,612−68.2% | Reduced |
| Patriot Investment Management Inc. | 1,689 | $847.2K | 0.06% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,722 | $863.7K | 0.06% | −61−3.4% | Reduced |
| Aviso Financial Inc. | 1,725 | $865.2K | 0.04% | +276+19.0% | Added |
| Polymer Capital Management (US) LLC | 1,727 | $866.2K | 0.14% | +1,727 | New |
| High Net Worth Advisory Group LLC | 1,740 | $872.8K | 0.23% | −4−0.2% | Reduced |
| Farther Finance Advisors, LLC | 1,750 | $877.6K | 0.02% | −30−1.7% | Reduced |