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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 2,922 | $1.47M | 0.12% | +1,201+69.8% | Added |
| CWA Asset Management Group, LLC | 2,934 | $1.47M | 0.06% | −117−3.8% | Reduced |
| Ballast Advisors LLC | 2,973 | $1.49M | 0.44% | +109+3.8% | Added |
| Principal Securities, Inc. | 2,993 | $1.50M | 0.03% | +442+17.3% | Added |
| Hills Bank & Trust Co | 2,995 | $1.50M | 0.09% | −92−3.0% | Reduced |
| RedJay Asset Management Inc. | 3,000 | $1.50M | 0.35% | +3,000 | New |
| Harbor Capital Advisors, Inc. | 3,017 | $1.51M | 0.06% | −17−0.6% | Reduced |
| Independent Advisor Alliance | 3,021 | $1.52M | 0.04% | −28−0.9% | Reduced |
| Perbak Capital Partners LLP | 3,029 | $1.52M | 0.34% | +2,446+419.6% | Added |
| Engineers Gate Manager LP | 3,030 | $1.52M | 0.02% | −29,745−90.8% | Reduced |
| Bridges Investment Management Inc | 3,031 | $1.52M | 0.02% | −9−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,031 | $1.52M | 0.04% | −2,652−46.7% | Reduced |
| Equitable Trust Co | 3,034 | $1.52M | 0.08% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,038 | $1.52M | 0.10% | +3+0.1% | Added |
| Cypress Capital Group | 3,054 | $1.53M | 0.19% | +774+33.9% | Added |
| Ironwood Investment Counsel, LLC | 3,108 | $1.56M | 0.24% | −10−0.3% | Reduced |
| Gateway Investment Advisers LLC | 3,108 | $1.56M | 0.02% | +3,108 | New |
| Cornercap Investment Counsel Inc | 3,126 | $1.57M | 0.82% | +1,475+89.3% | Added |
| ExodusPoint Capital Management, LP | 3,132 | $1.57M | 0.02% | +37+1.2% | Added |
| Voleon Capital Management LP | 3,164 | $1.59M | 0.09% | −3,961−55.6% | Reduced |
| Exchange Traded Concepts, LLC | 3,174 | $1.59M | 0.02% | +788+33.0% | Added |
| Savant Capital, LLC | 3,188 | $1.60M | 0.01% | +31+1.0% | Added |
| Skopos Labs, Inc. | 3,192 | $1.60M | 0.21% | +1,655+107.7% | Added |
| Raiffeisen Bank International AG | 3,346 | $1.61M | 0.02% | −9,176−73.3% | Reduced |
| MAI Capital Management | 3,221 | $1.62M | 0.01% | +183+6.0% | Added |
| Walleye Capital LLC | 3,228 | $1.62M | 0.01% | −1,960−37.8% | Reduced |
| Great Lakes Retirement, Inc. | 3,288 | $1.65M | 0.20% | +103+3.2% | Added |
| Round Hill Asset Management | 3,299 | $1.65M | 1.12% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 3,303 | $1.66M | 0.64% | +24+0.7% | Added |
| HM Payson & Co | 3,326 | $1.67M | 0.03% | −132−3.8% | Reduced |
| Rockline Wealth Management, LLC | 3,345 | $1.68M | 0.40% | +218+7.0% | Added |
| Mystic Asset Management, Inc. | 3,348 | $1.68M | 0.41% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,352 | $1.68M | 0.23% | +64+1.9% | Added |
| Lazard Asset Management LLC | 3,371 | $1.69M | 0.00% | −17,445−83.8% | Reduced |
| Qtron Investments LLC | 3,375 | $1.69M | 0.22% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,375 | $1.69M | 0.11% | 00.0% | Unchanged |
| Vestcor Inc | 3,397 | $1.70M | 0.05% | +402+13.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,415 | $1.71M | 0.01% | −10.0% | Reduced |
| Concurrent Investment Advisors, LLC | 3,419 | $1.71M | 0.03% | +137+4.2% | Added |
| MUFG Securities Americas Inc. | 3,429 | $1.72M | 0.15% | +689+25.1% | Added |
| Ellsworth Advisors, LLC | 3,429 | $1.72M | 0.42% | +3,429 | New |
| General Partner, Inc. | 3,445 | $1.73M | 1.01% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 3,468 | $1.74M | 0.50% | +40+1.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 3,469 | $1.74M | 0.27% | +3,469 | New |
| Summit Trail Advisors, LLC | 3,471 | $1.74M | 0.03% | +3,471 | New |
| Capital Investment Advisors, LLC | 3,484 | $1.75M | 0.03% | +240+7.4% | Added |
| Concentric Capital Strategies, LP | 3,526 | $1.77M | 0.10% | +3,526 | New |
| Westerkirk Capital Inc. | 3,540 | $1.78M | 0.22% | +3,540 | New |
| Knollwood Investment Advisory, LLC | 3,561 | $1.79M | 0.17% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,568 | $1.79M | 0.35% | −246−6.4% | Reduced |
| GeoWealth Management, LLC | 3,584 | $1.80M | 0.07% | −79−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,588 | $1.80M | 0.00% | −66−1.8% | Reduced |
| Bokf, NA | 3,670 | $1.84M | 0.03% | +4+0.1% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.85M | 0.69% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,721 | $1.87M | 0.41% | −2,491−40.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,723 | $1.87M | 0.03% | −12−0.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.87M | 0.63% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,759 | $1.89M | 0.02% | +114+3.1% | Added |
| Coldstream Capital Management Inc | 3,791 | $1.90M | 0.03% | +772+25.6% | Added |
| Citizens Financial Group Inc | 3,801 | $1.91M | 0.03% | +285+8.1% | Added |
| Moloney Securities Asset Management, LLC | 3,827 | $1.92M | 0.24% | +70+1.9% | Added |
| Neo Ivy Capital Management | 3,840 | $1.93M | 0.61% | +3,840 | New |
| SRS Capital Advisors, Inc. | 3,784 | $1.93M | 0.09% | +881+30.3% | Added |
| Okabena Investment Services Inc | 3,853 | $1.93M | 0.43% | −1,184−23.5% | Reduced |
| Accent Capital Management, LLC | 3,857 | $1.93M | 0.87% | −81−2.1% | Reduced |
| Vise Technologies, Inc. | 3,861 | $1.94M | 0.08% | +3,861 | New |
| Advisory Services Network, LLC | 3,756 | $1.94M | 0.03% | +285+8.2% | Added |
| Tema ETFs LLC | 3,867 | $1.94M | 0.52% | −2,544−39.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,883 | $1.95M | 0.09% | −1,328−25.5% | Reduced |
| Kornitzer Capital Management Inc | 3,895 | $1.95M | 0.04% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 3,907 | $1.96M | 0.24% | +3,907 | New |
| Assetmark, Inc | 3,923 | $1.97M | 0.00% | +1,137+40.8% | Added |
| HighPoint Advisor Group LLC | 3,942 | $1.98M | 0.11% | −59−1.5% | Reduced |
| Texas Yale Capital Corp. | 3,944 | $1.98M | 0.06% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,008 | $2.01M | 0.03% | −323−7.5% | Reduced |
| Simplicity Wealth,LLC | 4,034 | $2.02M | 0.08% | +4,034 | New |
| IFP Advisors, Inc | 3,827 | $2.03M | 0.06% | −123−3.1% | Reduced |
| Angeles Wealth Management, LLC | 4,075 | $2.04M | 0.14% | +200+5.2% | Added |
| Essex Savings Bank | 4,105 | $2.06M | 0.49% | −11−0.3% | Reduced |
| Rodgers Brothers Inc. | 4,155 | $2.08M | 0.26% | +20.0% | Added |
| Squarepoint Ops LLC | 4,160 | $2.09M | 0.00% | −38,229−90.2% | Reduced |
| IMS Capital Management | 4,296 | $2.15M | 1.01% | −52−1.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,298 | $2.16M | 0.15% | −298−6.5% | Reduced |
| Private Advisor Group, LLC | 4,303 | $2.16M | 0.01% | +986+29.7% | Added |
| TFR Capital, LLC. | 4,321 | $2.17M | 0.78% | +63+1.5% | Added |
| HWG Holdings LP | 4,331 | $2.17M | 0.64% | −15,939−78.6% | Reduced |
| Parallel Advisors, LLC | 4,347 | $2.18M | 0.04% | −205−4.5% | Reduced |
| RSM US Wealth Management LLC | 4,349 | $2.18M | 0.03% | +1,263+40.9% | Added |
| Cynosure Management, LLC | 4,431 | $2.22M | 0.25% | +4,431 | New |
| Blue Edge Capital, LLC | 4,451 | $2.23M | 0.33% | −10−0.2% | Reduced |
| Meeder Advisory Services, Inc. | 4,469 | $2.24M | 0.12% | +345+8.4% | Added |
| Horizon Investments, LLC | 4,470 | $2.24M | 0.04% | +1,914+74.9% | Added |
| Freestone Grove Partners LP | 4,489 | $2.25M | 0.02% | +4,489 | New |
| Rossmore Private Capital | 4,501 | $2.26M | 0.26% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,507 | $2.26M | 0.04% | −102−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 4,515 | $2.26M | 0.02% | +731+19.3% | Added |
| Exchange Capital Management, Inc. | 4,548 | $2.28M | 0.34% | −194−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,559 | $2.29M | 0.01% | −476−9.5% | Reduced |
| Leonteq Securities AG | 4,568 | $2.29M | 0.13% | +109+2.4% | Added |
| Avantax Advisory Services, Inc. | 4,756 | $2.39M | 0.01% | +1,104+30.2% | Added |