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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| S-Bank Fund Management Ltd | 4,789 | $2.40M | 0.35% | −1,528−24.2% | Reduced |
| Guggenheim Capital LLC | 4,854 | $2.43M | 0.02% | +79+1.7% | Added |
| Quadrant Capital Group LLC | 4,878 | $2.45M | 0.09% | +1,248+34.4% | Added |
| Kirtland Hills Capital Management, LLC | 4,914 | $2.46M | 1.14% | +379+8.4% | Added |
| Lord, Abbett & Co. LLC | 4,916 | $2.47M | 0.01% | −799−14.0% | Reduced |
| Arete Wealth Advisors, LLC | 4,924 | $2.47M | 0.18% | −589−10.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,936 | $2.48M | 0.04% | +12+0.2% | Added |
| Kerusso Capital Management LLC | 4,967 | $2.49M | 1.54% | +3+0.1% | Added |
| Intech Investment Management LLC | 4,974 | $2.49M | 0.02% | −1,893−27.6% | Reduced |
| D.A. Davidson & Co. | 4,980 | $2.50M | 0.02% | +1,245+33.3% | Added |
| CWM, LLC | 4,980 | $2.50M | 0.01% | +1,141+29.7% | Added |
| Saturna Capital CORP | 5,015 | $2.52M | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,042 | $2.53M | 0.22% | +40+0.8% | Added |
| Investment Management Corp of Ontario | 5,060 | $2.54M | 0.04% | −600−10.6% | Reduced |
| MCF Advisors LLC | 5,068 | $2.54M | 0.17% | +72+1.4% | Added |
| Blue Fin Capital, Inc. | 5,070 | $2.54M | 0.43% | +81+1.6% | Added |
| LMCG Investments, LLC | 5,125 | $2.57M | 0.16% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,183 | $2.60M | 0.05% | +152+3.0% | Added |
| Alphinity Investment Management Pty Ltd | 5,209 | $2.61M | 0.02% | −1,538−22.8% | Reduced |
| Bryn Mawr Trust Co | 5,281 | $2.65M | 0.05% | +133+2.6% | Added |
| Williams Jones Wealth Management, LLC. | 5,349 | $2.68M | 0.03% | +322+6.4% | Added |
| TD Waterhouse Canada Inc. | 5,409 | $2.72M | 0.02% | −84−1.5% | Reduced |
| Loomis Sayles & Co L P | 5,465 | $2.74M | 0.00% | −155−2.8% | Reduced |
| Clearstead Advisors, LLC | 5,474 | $2.75M | 0.04% | +232+4.4% | Added |
| Change Path, LLC | 5,477 | $2.75M | 0.07% | −530−8.8% | Reduced |
| Value Partners Investments Inc. | 5,502 | $2.76M | 0.22% | +320+6.2% | Added |
| Empirical Finance, LLC | 5,522 | $2.77M | 0.15% | +33+0.6% | Added |
| Webster Bank, N. A. | 5,547 | $2.78M | 0.29% | +148+2.7% | Added |
| Transcend Wealth Collective, LLC | 5,620 | $2.82M | 0.22% | +122+2.2% | Added |
| Ostrum Asset Management | 5,667 | $2.84M | 0.13% | +10.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,732 | $2.87M | 0.03% | +1,390+32.0% | Added |
| Burney Co | 5,758 | $2.89M | 0.10% | −54,027−90.4% | Reduced |
| SummitTX Capital, L.P. | 5,766 | $2.89M | 0.13% | +5,766 | New |
| Applied Capital LLC | 5,807 | $2.91M | 2.17% | −3−0.1% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.96M | 1.62% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,904 | $2.96M | 0.39% | −22−0.4% | Reduced |
| Miracle Mile Advisors, LLC | 5,986 | $3.00M | 0.05% | +1,074+21.9% | Added |
| Greenleaf Trust | 6,021 | $3.02M | 0.03% | −652−9.8% | Reduced |
| Crewe Advisors LLC | 6,022 | $3.02M | 0.43% | −195−3.1% | Reduced |
| Trust Co of Toledo NA | 6,030 | $3.02M | 0.33% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,034 | $3.03M | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,046 | $3.03M | 0.13% | +5,319+731.6% | Added |
| Diversified Trust Co | 6,067 | $3.04M | 0.07% | −7−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,004 | $3.05M | 0.09% | −320−5.1% | Reduced |
| Gallo Partners, LP | 6,092 | $3.06M | 2.00% | −3,455−36.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 6,099 | $3.06M | 0.16% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,104 | $3.06M | 0.04% | −4,981−44.9% | Reduced |
| Caxton Associates LLP | 6,111 | $3.07M | 0.08% | +5,321+673.5% | Added |
| Van Den Berg Management I, Inc | 6,113 | $3.07M | 0.87% | −92−1.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,156 | $3.09M | 0.19% | +4,475+266.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,171 | $3.10M | 0.01% | −148,674−96.0% | Reduced |
| Ossiam | 6,217 | $3.12M | 0.04% | +1,662+36.5% | Added |
| Tiaa Trust, National Association | 6,228 | $3.12M | 0.01% | +198+3.3% | Added |
| Vanderbilt University | 6,253 | $3.14M | 0.59% | +1,546+32.8% | Added |
| Davenport & Co LLC | 6,266 | $3.14M | 0.02% | +1,119+21.7% | Added |
| Fairbanks Capital Management, Inc. | 6,310 | $3.17M | 1.80% | +366+6.2% | Added |
| Atom Investors LP | 6,316 | $3.17M | 0.28% | −1,203−16.0% | Reduced |
| Commerce Bank | 6,370 | $3.20M | 0.02% | +141+2.3% | Added |
| Lido Advisors, LLC | 6,484 | $3.25M | 0.02% | +1,549+31.4% | Added |
| Crawford Investment Counsel Inc | 6,555 | $3.29M | 0.06% | −10−0.2% | Reduced |
| Huntington National Bank | 6,566 | $3.29M | 0.02% | −70−1.1% | Reduced |
| Quantbot Technologies LP | 6,576 | $3.30M | 0.08% | +4,518+219.5% | Added |
| E. Ohman J:or Asset Management AB | 6,643 | $3.33M | 0.08% | −387−5.5% | Reduced |
| Connable Office Inc | 6,721 | $3.37M | 0.33% | −6−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 6,733 | $3.38M | 0.20% | +304+4.7% | Added |
| NewEdge Wealth, LLC | 6,604 | $3.40M | 0.05% | +643+10.8% | Added |
| Kestra Private Wealth Services, LLC | 6,801 | $3.41M | 0.05% | +10.0% | Added |
| Johnson Investment Counsel Inc | 6,826 | $3.42M | 0.03% | +10.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,836 | $3.43M | 0.01% | −423−5.8% | Reduced |
| First National Bank of Omaha | 6,841 | $3.43M | 0.22% | −29−0.4% | Reduced |
| Edgestream Partners, L.P. | 6,850 | $3.44M | 0.10% | +1,108+19.3% | Added |
| Inkwell Capital LLC | 6,858 | $3.44M | 3.68% | −57−0.8% | Reduced |
| Van Strum & Towne Inc. | 6,883 | $3.45M | 1.09% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,921 | $3.47M | 0.08% | −129−1.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 6,987 | $3.50M | 0.36% | +77+1.1% | Added |
| Bell Asset Management Ltd | 7,035 | $3.53M | 0.78% | −1,950−21.7% | Reduced |
| Dark Forest Capital Management LP | 7,044 | $3.53M | 0.14% | −2,232−24.1% | Reduced |
| First National Advisers, LLC | 7,051 | $3.54M | 0.52% | +63+0.9% | Added |
| Regions Financial Corp | 7,083 | $3.55M | 0.02% | +141+2.0% | Added |
| Pine Valley Investments Ltd Liability Co | 7,191 | $3.61M | 0.21% | −84−1.2% | Reduced |
| Slow Capital, Inc. | 7,256 | $3.64M | 0.45% | +39+0.5% | Added |
| New Mexico Educational Retirement Board | 7,292 | $3.66M | 0.12% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,308 | $3.67M | 0.01% | −122−1.6% | Reduced |
| Boston Trust Walden Corp | 7,400 | $3.71M | 0.03% | +20+0.3% | Added |
| Soundwatch Capital LLC | 6,053 | $3.72M | 0.79% | +6,053 | New |
| Brinker Capital Investments, LLC | 7,436 | $3.73M | 0.03% | +770+11.6% | Added |
| ING Groep NV | 7,482 | $3.75M | 0.02% | +539+7.8% | Added |
| CIBC World Markets Inc. | 7,486 | $3.75M | 0.01% | −1,145−13.3% | Reduced |
| Dorsey Wright & Associates | 7,555 | $3.79M | 0.90% | +64+0.9% | Added |
| Maryland State Retirement & Pension System | 7,556 | $3.79M | 0.08% | +167+2.3% | Added |
| Arrow Capital Pty Ltd | 5,000 | $3.83M | 1.85% | +5,000 | New |
| Rehmann Capital Advisory Group | 7,640 | $3.83M | 0.23% | −118−1.5% | Reduced |
| Clean Yield Group | 7,645 | $3.83M | 1.15% | +3,492+84.1% | Added |
| Sterling Capital Management LLC | 7,673 | $3.85M | 0.05% | +1,441+23.1% | Added |
| Citadel Investment Advisory, Inc. | 7,702 | $3.86M | 1.87% | −283−3.5% | Reduced |
| Rathbone Brothers plc | 7,785 | $3.90M | 0.02% | −15−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,997 | $4.01M | 0.16% | −1,051−11.6% | Reduced |
| Harbor Advisors LLC | 8,000 | $4.01M | 0.66% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,018 | $4.02M | 0.12% | +211+2.7% | Added |
| Securian Asset Management, Inc | 8,144 | $4.08M | 0.12% | −121−1.5% | Reduced |