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 |
|---|---|---|---|---|---|
| AG2R la Mondiale Gestion D'Actifs | 6,099 | $3.06M | 0.16% | 00.0% | Unchanged |
| Gallo Partners, LP | 6,092 | $3.06M | 2.00% | −3,455−36.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,004 | $3.05M | 0.09% | −320−5.1% | Reduced |
| Diversified Trust Co | 6,067 | $3.04M | 0.07% | −7−0.1% | Reduced |
| XTX Topco Ltd | 6,046 | $3.03M | 0.13% | +5,319+731.6% | Added |
| Whittier Trust Co of Nevada Inc | 6,034 | $3.03M | 0.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,030 | $3.02M | 0.33% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6,022 | $3.02M | 0.43% | −195−3.1% | Reduced |
| Greenleaf Trust | 6,021 | $3.02M | 0.03% | −652−9.8% | Reduced |
| Miracle Mile Advisors, LLC | 5,986 | $3.00M | 0.05% | +1,074+21.9% | Added |
| Keebeck Wealth Management, LLC | 5,904 | $2.96M | 0.39% | −22−0.4% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.96M | 1.62% | 00.0% | Unchanged |
| Applied Capital LLC | 5,807 | $2.91M | 2.17% | −3−0.1% | Reduced |
| SummitTX Capital, L.P. | 5,766 | $2.89M | 0.13% | +5,766 | New |
| Burney Co | 5,758 | $2.89M | 0.10% | −54,027−90.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,732 | $2.87M | 0.03% | +1,390+32.0% | Added |
| Ostrum Asset Management | 5,667 | $2.84M | 0.13% | +10.0% | Added |
| Transcend Wealth Collective, LLC | 5,620 | $2.82M | 0.22% | +122+2.2% | Added |
| Webster Bank, N. A. | 5,547 | $2.78M | 0.29% | +148+2.7% | Added |
| Empirical Finance, LLC | 5,522 | $2.77M | 0.15% | +33+0.6% | Added |
| Value Partners Investments Inc. | 5,502 | $2.76M | 0.22% | +320+6.2% | Added |
| Change Path, LLC | 5,477 | $2.75M | 0.07% | −530−8.8% | Reduced |
| Clearstead Advisors, LLC | 5,474 | $2.75M | 0.04% | +232+4.4% | Added |
| Loomis Sayles & Co L P | 5,465 | $2.74M | 0.00% | −155−2.8% | Reduced |
| TD Waterhouse Canada Inc. | 5,409 | $2.72M | 0.02% | −84−1.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,349 | $2.68M | 0.03% | +322+6.4% | Added |
| Bryn Mawr Trust Co | 5,281 | $2.65M | 0.05% | +133+2.6% | Added |
| Alphinity Investment Management Pty Ltd | 5,209 | $2.61M | 0.02% | −1,538−22.8% | Reduced |
| Apollon Wealth Management, LLC | 5,183 | $2.60M | 0.05% | +152+3.0% | Added |
| LMCG Investments, LLC | 5,125 | $2.57M | 0.16% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 5,070 | $2.54M | 0.43% | +81+1.6% | Added |
| MCF Advisors LLC | 5,068 | $2.54M | 0.17% | +72+1.4% | Added |
| Investment Management Corp of Ontario | 5,060 | $2.54M | 0.04% | −600−10.6% | Reduced |
| Naples Global Advisors, LLC | 5,042 | $2.53M | 0.22% | +40+0.8% | Added |
| Saturna Capital CORP | 5,015 | $2.52M | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 4,980 | $2.50M | 0.01% | +1,141+29.7% | Added |
| D.A. Davidson & Co. | 4,980 | $2.50M | 0.02% | +1,245+33.3% | Added |
| Intech Investment Management LLC | 4,974 | $2.49M | 0.02% | −1,893−27.6% | Reduced |
| Kerusso Capital Management LLC | 4,967 | $2.49M | 1.54% | +3+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,936 | $2.48M | 0.04% | +12+0.2% | Added |
| Arete Wealth Advisors, LLC | 4,924 | $2.47M | 0.18% | −589−10.7% | Reduced |
| Lord, Abbett & Co. LLC | 4,916 | $2.47M | 0.01% | −799−14.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,914 | $2.46M | 1.14% | +379+8.4% | Added |
| Quadrant Capital Group LLC | 4,878 | $2.45M | 0.09% | +1,248+34.4% | Added |
| Guggenheim Capital LLC | 4,854 | $2.43M | 0.02% | +79+1.7% | Added |
| S-Bank Fund Management Ltd | 4,789 | $2.40M | 0.35% | −1,528−24.2% | Reduced |
| Avantax Advisory Services, Inc. | 4,756 | $2.39M | 0.01% | +1,104+30.2% | Added |
| Leonteq Securities AG | 4,568 | $2.29M | 0.13% | +109+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,559 | $2.29M | 0.01% | −476−9.5% | Reduced |
| Exchange Capital Management, Inc. | 4,548 | $2.28M | 0.34% | −194−4.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,515 | $2.26M | 0.02% | +731+19.3% | Added |
| Signaturefd, LLC | 4,507 | $2.26M | 0.04% | −102−2.2% | Reduced |
| Rossmore Private Capital | 4,501 | $2.26M | 0.26% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 4,489 | $2.25M | 0.02% | +4,489 | New |
| Horizon Investments, LLC | 4,470 | $2.24M | 0.04% | +1,914+74.9% | Added |
| Meeder Advisory Services, Inc. | 4,469 | $2.24M | 0.12% | +345+8.4% | Added |
| Blue Edge Capital, LLC | 4,451 | $2.23M | 0.33% | −10−0.2% | Reduced |
| Cynosure Management, LLC | 4,431 | $2.22M | 0.25% | +4,431 | New |
| RSM US Wealth Management LLC | 4,349 | $2.18M | 0.03% | +1,263+40.9% | Added |
| Parallel Advisors, LLC | 4,347 | $2.18M | 0.04% | −205−4.5% | Reduced |
| HWG Holdings LP | 4,331 | $2.17M | 0.64% | −15,939−78.6% | Reduced |
| TFR Capital, LLC. | 4,321 | $2.17M | 0.78% | +63+1.5% | Added |
| Private Advisor Group, LLC | 4,303 | $2.16M | 0.01% | +986+29.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,298 | $2.16M | 0.15% | −298−6.5% | Reduced |
| IMS Capital Management | 4,296 | $2.15M | 1.01% | −52−1.2% | Reduced |
| Squarepoint Ops LLC | 4,160 | $2.09M | 0.00% | −38,229−90.2% | Reduced |
| Rodgers Brothers Inc. | 4,155 | $2.08M | 0.26% | +20.0% | Added |
| Essex Savings Bank | 4,105 | $2.06M | 0.49% | −11−0.3% | Reduced |
| Angeles Wealth Management, LLC | 4,075 | $2.04M | 0.14% | +200+5.2% | Added |
| IFP Advisors, Inc | 3,827 | $2.03M | 0.06% | −123−3.1% | Reduced |
| Simplicity Wealth,LLC | 4,034 | $2.02M | 0.08% | +4,034 | New |
| Hantz Financial Services, Inc. | 4,008 | $2.01M | 0.03% | −323−7.5% | Reduced |
| Texas Yale Capital Corp. | 3,944 | $1.98M | 0.06% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,942 | $1.98M | 0.11% | −59−1.5% | Reduced |
| Assetmark, Inc | 3,923 | $1.97M | 0.00% | +1,137+40.8% | Added |
| Ascent Wealth Partners, LLC | 3,907 | $1.96M | 0.24% | +3,907 | New |
| Kornitzer Capital Management Inc | 3,895 | $1.95M | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,883 | $1.95M | 0.09% | −1,328−25.5% | Reduced |
| Tema ETFs LLC | 3,867 | $1.94M | 0.52% | −2,544−39.7% | Reduced |
| Advisory Services Network, LLC | 3,756 | $1.94M | 0.03% | +285+8.2% | Added |
| Vise Technologies, Inc. | 3,861 | $1.94M | 0.08% | +3,861 | New |
| Accent Capital Management, LLC | 3,857 | $1.93M | 0.87% | −81−2.1% | Reduced |
| Okabena Investment Services Inc | 3,853 | $1.93M | 0.43% | −1,184−23.5% | Reduced |
| SRS Capital Advisors, Inc. | 3,784 | $1.93M | 0.09% | +881+30.3% | Added |
| Neo Ivy Capital Management | 3,840 | $1.93M | 0.61% | +3,840 | New |
| Moloney Securities Asset Management, LLC | 3,827 | $1.92M | 0.24% | +70+1.9% | Added |
| Citizens Financial Group Inc | 3,801 | $1.91M | 0.03% | +285+8.1% | Added |
| Coldstream Capital Management Inc | 3,791 | $1.90M | 0.03% | +772+25.6% | Added |
| Park Avenue Securities LLC | 3,759 | $1.89M | 0.02% | +114+3.1% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.87M | 0.63% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,723 | $1.87M | 0.03% | −12−0.3% | Reduced |
| Patton Fund Management, Inc. | 3,721 | $1.87M | 0.41% | −2,491−40.1% | Reduced |
| Long Road Investment Counsel, LLC | 3,679 | $1.85M | 0.69% | 00.0% | Unchanged |
| Bokf, NA | 3,670 | $1.84M | 0.03% | +4+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,588 | $1.80M | 0.00% | −66−1.8% | Reduced |
| GeoWealth Management, LLC | 3,584 | $1.80M | 0.07% | −79−2.2% | Reduced |
| Marshall Financial Group LLC | 3,568 | $1.79M | 0.35% | −246−6.4% | Reduced |
| Knollwood Investment Advisory, LLC | 3,561 | $1.79M | 0.17% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,540 | $1.78M | 0.22% | +3,540 | New |
| Concentric Capital Strategies, LP | 3,526 | $1.77M | 0.10% | +3,526 | New |