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; 1,415 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
- 1,346
- +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 | 1,415 | $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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 1,768 | $886.8K | 0.12% | +1,768 | New |
| Oak Thistle LLC | 1,784 | $894.8K | 0.13% | +1,784 | New |
| Cantor Fitzgerald, L. P. | 1,792 | $898.8K | 0.02% | +1,792 | New |
| Integrated Wealth Concepts LLC | 1,793 | $899.1K | 0.01% | +238+15.3% | Added |
| Trust Asset Management LLC | 1,796 | $900.9K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 1,798 | $901.8K | 0.01% | −17−0.9% | Reduced |
| GKV Capital Management Co., Inc. | 1,800 | $902.9K | 0.40% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,814 | $909.9K | 0.10% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,818 | $911.9K | 0.27% | +175+10.7% | Added |
| Legato Capital Management LLC | 1,822 | $913.9K | 0.11% | +12+0.7% | Added |
| Cornerstone Planning Group LLC | 1,779 | $917.9K | 0.19% | +10+0.6% | Added |
| Spinnaker Trust | 1,840 | $922.9K | 0.06% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,841 | $923.6K | 0.06% | +97+5.6% | Added |
| Reynders McVeigh Capital Management, LLC | 1,843 | $924.0K | 0.05% | +2+0.1% | Added |
| Valeo Financial Advisors, LLC | 1,852 | $928.7K | 0.02% | +67+3.8% | Added |
| Resurgent Financial Advisors LLC | 1,854 | $929.9K | 0.51% | +89+5.0% | Added |
| Asset Management Group, Inc. | 1,862 | $934.1K | 0.16% | −335−15.2% | Reduced |
| Empirical Asset Management, LLC | 1,866 | $935.8K | 0.29% | +222+13.5% | Added |
| E Fund Management Co., Ltd. | 1,867 | $936.5K | 0.04% | −623−25.0% | Reduced |
| Novem Group | 1,874 | $940.0K | 0.12% | −429−18.6% | Reduced |
| Fishman Jay A Ltd | 1,875 | $940.5K | 0.09% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,879 | $942.6K | 0.04% | +144+8.3% | Added |
| First Horizon Advisors, Inc. | 1,898 | $952.6K | 0.02% | +118+6.6% | Added |
| Walter & Keenan Financial Consulting Co | 1,900 | $953.0K | 0.28% | +130+7.3% | Added |
| Balyasny Asset Management LLC | 1,900 | $953.0K | 0.00% | +311+19.6% | Added |
| Wolverine Trading, LLC | 1,961 | $957.0K | 0.02% | +1,961 | New |
| AE Wealth Management LLC | 1,908 | $957.4K | 0.01% | +588+44.5% | Added |
| SRN Advisors, LLC | 1,924 | $965.1K | 0.88% | +51+2.7% | Added |
| Twin Tree Management, LP | 1,943 | $974.6K | 0.02% | −7,682−79.8% | Reduced |
| Profund Advisors LLC | 1,964 | $985.1K | 0.04% | −201−9.3% | Reduced |
| Hilltop Holdings Inc. | 1,980 | $993.2K | 0.06% | +926+87.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,981 | $993.6K | 0.01% | −70−3.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 1,989 | $997.7K | 0.10% | +1,989 | New |
| Choate Investment Advisors | 1,990 | $998.2K | 0.02% | −6−0.3% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $1.00M | 0.39% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $1.00M | 0.76% | 00.0% | Unchanged |
| Tiptree Advisors, LLC | 2,000 | $1.00M | 0.79% | +2,000 | New |
| Riversedge Advisors, LLC | 2,016 | $1.01M | 0.20% | +37+1.9% | Added |
| NorthRock Partners, LLC | 2,033 | $1.02M | 0.03% | +305+17.7% | Added |
| Kesler, Norman & Wride, LLC | 2,038 | $1.02M | 0.18% | +236+13.1% | Added |
| Sentry LLC | 2,042 | $1.02M | 0.20% | 00.0% | Unchanged |
| Guardian Capital LP | 2,042 | $1.02M | 0.04% | +432+26.8% | Added |
| Brookstone Capital Management | 2,051 | $1.03M | 0.01% | +392+23.6% | Added |
| Evergreen Capital Management LLC | 2,060 | $1.03M | 0.03% | +140+7.3% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $1.04M | 0.19% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,088 | $1.05M | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,095 | $1.05M | 0.02% | −1,490−41.6% | Reduced |
| Eventide Asset Management, LLC | 2,170 | $1.06M | 0.02% | +1,091+101.1% | Added |
| Advisory Alpha, LLC | 2,119 | $1.06M | 0.03% | +342+19.2% | Added |
| J. W. Coons Advisors, LLC | 2,128 | $1.07M | 0.24% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 2,152 | $1.08M | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 2,160 | $1.08M | 0.07% | +258+13.6% | Added |
| Triangle Securities Wealth Management | 2,167 | $1.09M | 0.27% | −40−1.8% | Reduced |
| Fisher Asset Management, LLC | 2,172 | $1.09M | 0.00% | +1,008+86.6% | Added |
| Stableford Capital II LLC | 2,125 | $1.09M | 0.41% | +2,125 | New |
| AlTi Global, Inc. | 2,164 | $1.09M | 0.03% | +307+16.5% | Added |
| Roberts Capital Advisors, LLC | 2,183 | $1.09M | 0.81% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,187 | $1.10M | 0.09% | +1,284+142.2% | Added |
| Summit Financial, LLC | 2,210 | $1.11M | 0.03% | +446+25.3% | Added |
| Promethium Advisors,llc | 2,223 | $1.12M | 0.68% | +295+15.3% | Added |
| Smartleaf Asset Management LLC | 2,290 | $1.12M | 0.10% | −262−10.3% | Reduced |
| Adviser Investments LLC | 2,240 | $1.12M | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,240 | $1.12M | 0.01% | +185+9.0% | Added |
| Smart Money Group LLC | 2,252 | $1.13M | 0.35% | +246+12.3% | Added |
| Heritage Family Offices, LLP | 2,481 | $1.14M | 0.58% | 00.0% | Unchanged |
| Benin Management CORP | 2,283 | $1.15M | 0.30% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,317 | $1.16M | 0.02% | −428−15.6% | Reduced |
| Impax Asset Management Group plc | 2,380 | $1.19M | 0.01% | +1,003+72.8% | Added |
| Capital Analysts, LLC | 2,385 | $1.20M | 0.04% | −10−0.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,386 | $1.20M | 0.36% | −275−10.3% | Reduced |
| Wedmont Private Capital | 2,385 | $1.20M | 0.05% | −42−1.7% | Reduced |
| Avanda Investment Management Pte. Ltd. | 2,400 | $1.20M | 0.68% | −200−7.7% | Reduced |
| Diversify Advisory Services, LLC | 2,333 | $1.20M | 0.05% | +1,289+123.5% | Added |
| GAMMA Investing LLC | 2,440 | $1.22M | 0.08% | +716+41.5% | Added |
| Cresset Asset Management, LLC | 2,452 | $1.23M | 0.01% | −1,210−33.0% | Reduced |
| LVW Advisors, LLC | 2,462 | $1.23M | 0.14% | +121+5.2% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,476 | $1.24M | 0.04% | −161−6.1% | Reduced |
| Redmond Asset Management, LLC | 2,481 | $1.24M | 0.30% | −9−0.4% | Reduced |
| Picton Mahoney Asset Management | 2,510 | $1.26M | 0.02% | −80−3.1% | Reduced |
| Bahl & Gaynor Inc | 2,516 | $1.26M | 0.01% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 2,537 | $1.27M | 0.16% | −476−15.8% | Reduced |
| Anchor Investment Management, LLC | 2,538 | $1.27M | 0.11% | +6+0.2% | Added |
| Smithfield Trust Co | 2,542 | $1.27M | 0.06% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,546 | $1.28M | 0.07% | −15,175−85.6% | Reduced |
| Washington Trust Advisors, Inc. | 2,555 | $1.28M | 0.10% | 00.0% | Unchanged |
| Key Financial Inc | 2,570 | $1.29M | 0.26% | 00.0% | Unchanged |
| Baader Bank INC | 2,592 | $1.30M | 0.11% | +318+14.0% | Added |
| Robertson Stephens Wealth Management, LLC | 2,593 | $1.30M | 0.05% | +864+50.0% | Added |
| Sepio Capital, LP | 2,600 | $1.30M | 0.09% | −36−1.4% | Reduced |
| EP Wealth Advisors, LLC | 2,618 | $1.31M | 0.01% | +1,381+111.6% | Added |
| Stance Capital LLC | 2,730 | $1.37M | 0.51% | +2,730 | New |
| Evermay Wealth Management LLC | 2,742 | $1.38M | 0.17% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,749 | $1.38M | 0.01% | −112−3.9% | Reduced |
| Accretive Wealth Partners, LLC | 2,753 | $1.38M | 0.45% | +24+0.9% | Added |
| Central Trust Co | 2,759 | $1.38M | 0.03% | −97−3.4% | Reduced |
| Applied Finance Capital Management, LLC | 2,771 | $1.39M | 0.09% | +2,771 | New |
| Plato Investment Management Ltd | 2,892 | $1.45M | 0.11% | +1,312+83.0% | Added |
| Prospera Financial Services Inc | 2,882 | $1.45M | 0.03% | +2,882 | New |
| Ritholtz Wealth Management | 2,885 | $1.45M | 0.03% | +433+17.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,915 | $1.46M | 0.00% | −375−11.4% | Reduced |