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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 2,088 | $1.05M | 0.05% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 2,070 | $1.04M | 0.19% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,060 | $1.03M | 0.03% | +140+7.3% | Added |
| Brookstone Capital Management | 2,051 | $1.03M | 0.01% | +392+23.6% | 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 |
| Kesler, Norman & Wride, LLC | 2,038 | $1.02M | 0.18% | +236+13.1% | Added |
| NorthRock Partners, LLC | 2,033 | $1.02M | 0.03% | +305+17.7% | Added |
| Riversedge Advisors, LLC | 2,016 | $1.01M | 0.20% | +37+1.9% | Added |
| Enhancing Capital LLC | 2,000 | $1.00M | 0.76% | 00.0% | Unchanged |
| Tiptree Advisors, LLC | 2,000 | $1.00M | 0.79% | +2,000 | New |
| Stonebridge Capital Management Inc | 2,000 | $1.00M | 0.39% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,990 | $998.2K | 0.02% | −6−0.3% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 1,989 | $997.7K | 0.10% | +1,989 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,981 | $993.6K | 0.01% | −70−3.4% | Reduced |
| Hilltop Holdings Inc. | 1,980 | $993.2K | 0.06% | +926+87.9% | Added |
| Profund Advisors LLC | 1,964 | $985.1K | 0.04% | −201−9.3% | Reduced |
| Twin Tree Management, LP | 1,943 | $974.6K | 0.02% | −7,682−79.8% | Reduced |
| SRN Advisors, LLC | 1,924 | $965.1K | 0.88% | +51+2.7% | Added |
| AE Wealth Management LLC | 1,908 | $957.4K | 0.01% | +588+44.5% | Added |
| Wolverine Trading, LLC | 1,961 | $957.0K | 0.02% | +1,961 | New |
| 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 |
| First Horizon Advisors, Inc. | 1,898 | $952.6K | 0.02% | +118+6.6% | Added |
| Ascent Group, LLC | 1,879 | $942.6K | 0.04% | +144+8.3% | Added |
| Fishman Jay A Ltd | 1,875 | $940.5K | 0.09% | 00.0% | Unchanged |
| Novem Group | 1,874 | $940.0K | 0.12% | −429−18.6% | Reduced |
| E Fund Management Co., Ltd. | 1,867 | $936.5K | 0.04% | −623−25.0% | Reduced |
| Empirical Asset Management, LLC | 1,866 | $935.8K | 0.29% | +222+13.5% | Added |
| Asset Management Group, Inc. | 1,862 | $934.1K | 0.16% | −335−15.2% | Reduced |
| Resurgent Financial Advisors LLC | 1,854 | $929.9K | 0.51% | +89+5.0% | Added |
| Valeo Financial Advisors, LLC | 1,852 | $928.7K | 0.02% | +67+3.8% | Added |
| Reynders McVeigh Capital Management, LLC | 1,843 | $924.0K | 0.05% | +2+0.1% | Added |
| Verdence Capital Advisors LLC | 1,841 | $923.6K | 0.06% | +97+5.6% | Added |
| Spinnaker Trust | 1,840 | $922.9K | 0.06% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,779 | $917.9K | 0.19% | +10+0.6% | Added |
| Legato Capital Management LLC | 1,822 | $913.9K | 0.11% | +12+0.7% | Added |
| KG&L Capital Management,LLC | 1,818 | $911.9K | 0.27% | +175+10.7% | Added |
| Institute for Wealth Management, LLC. | 1,814 | $909.9K | 0.10% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 1,800 | $902.9K | 0.40% | 00.0% | Unchanged |
| Whittier Trust Co | 1,798 | $901.8K | 0.01% | −17−0.9% | Reduced |
| Trust Asset Management LLC | 1,796 | $900.9K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,793 | $899.1K | 0.01% | +238+15.3% | Added |
| Cantor Fitzgerald, L. P. | 1,792 | $898.8K | 0.02% | +1,792 | New |
| Oak Thistle LLC | 1,784 | $894.8K | 0.13% | +1,784 | New |
| Chicago Trust Co NA | 1,768 | $886.8K | 0.12% | +1,768 | New |
| Dearborn Partners LLC | 1,753 | $879.3K | 0.04% | +1,146+188.8% | Added |
| Farther Finance Advisors, LLC | 1,750 | $877.6K | 0.02% | −30−1.7% | Reduced |
| High Net Worth Advisory Group LLC | 1,740 | $872.8K | 0.23% | −4−0.2% | Reduced |
| Polymer Capital Management (US) LLC | 1,727 | $866.2K | 0.14% | +1,727 | New |
| Aviso Financial Inc. | 1,725 | $865.2K | 0.04% | +276+19.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,722 | $863.7K | 0.06% | −61−3.4% | Reduced |
| Patriot Investment Management Inc. | 1,689 | $847.2K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,684 | $844.7K | 0.01% | −3,612−68.2% | Reduced |
| Stamos Capital Partners, L.P. | 1,675 | $840.2K | 0.15% | +382+29.5% | Added |
| Personal Cfo Solutions, LLC | 1,652 | $828.7K | 0.15% | 00.0% | Unchanged |
| Millennium Management LLC | 1,647 | $826.1K | 0.00% | −177,006−99.1% | Reduced |
| RMB Capital Management, LLC | 1,642 | $823.4K | 0.02% | +1,642 | New |
| Davidson Trust Co | 1,641 | $823.1K | 0.38% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,634 | $819.5K | 0.01% | −354−17.8% | Reduced |
| Global Endowment Management, LP | 1,625 | $815.1K | 0.11% | +228+16.3% | Added |
| Bartlett & Co. Wealth Management LLC | 1,624 | $814.6K | 0.01% | −1−0.1% | Reduced |
| Argent Trust Co | 1,616 | $810.6K | 0.03% | −10−0.6% | Reduced |
| DRW Securities, LLC | 1,614 | $809.5K | 0.06% | +1,614 | New |
| Panagora Asset Management Inc | 1,612 | $808.6K | 0.00% | −361−18.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,602 | $803.6K | 0.13% | −448−21.9% | Reduced |
| Dimension Capital Management LLC | 1,586 | $795.5K | 0.12% | +1,586 | New |
| Ashton Thomas Securities, LLC | 1,585 | $795.0K | 0.19% | +11+0.7% | Added |
| Fiduciary Family Office, LLC | 1,582 | $793.5K | 0.26% | +1,582 | New |
| Sagespring Wealth Partners, LLC | 1,567 | $785.9K | 0.02% | +424+37.1% | Added |
| Dodge & Cox | 1,566 | $785.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,555 | $780.0K | 0.06% | +199+14.7% | Added |
| Castle Rock Wealth Management, LLC | 1,549 | $776.2K | 0.18% | +2+0.1% | Added |
| Sowell Financial Services LLC | 1,547 | $776.0K | 0.03% | +219+16.5% | Added |
| Cigna Investments Inc | 1,531 | $768.0K | 0.13% | −70−4.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,516 | $760.4K | 0.03% | −47−3.0% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $754.9K | 0.26% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,504 | $754.4K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,497 | $750.9K | 0.16% | −3,507−70.1% | Reduced |
| Patton Albertson Miller Group, LLC | 1,483 | $743.9K | 0.10% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,478 | $741.2K | 0.12% | −4,707−76.1% | Reduced |
| Invesco, LLC | 1,470 | $737.3K | 0.28% | +228+18.4% | Added |
| Ellevest, Inc. | 1,469 | $736.8K | 0.12% | −112−7.1% | Reduced |
| GWM Advisors LLC | 1,468 | $736.2K | 0.00% | +86+6.2% | Added |
| 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 |
| Ameritas Investment Partners, Inc. | 1,460 | $732.3K | 0.02% | −15−1.0% | Reduced |
| Hilltop National Bank | 1,456 | $730.3K | 0.19% | +1,456 | New |
| Seeds Investor LLC | 1,436 | $720.4K | 0.17% | −116−7.5% | Reduced |
| Venturi Wealth Management, LLC | 1,431 | $717.8K | 0.04% | −228−13.7% | Reduced |
| Mutual Advisors, LLC | 1,380 | $708.0K | 0.02% | +605+78.1% | Added |
| Circle Wealth Management, LLC | 1,411 | $707.7K | 0.02% | −37−2.6% | Reduced |
| Opes Wealth Management LLC | 1,410 | $707.3K | 0.13% | −4−0.3% | Reduced |
| Azzad Asset Management Inc | 1,410 | $707.3K | 0.08% | −16−1.1% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $702.2K | 0.25% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,398 | $701.2K | 0.05% | −11−0.8% | Reduced |
| Crestmont Private Wealth LLC | 1,394 | $699.2K | 0.25% | +109+8.5% | Added |
| Sienna Gestion | 1,514 | $693.3K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,381 | $692.9K | 0.01% | +37+2.8% | Added |
| Haverford Trust Co | 1,367 | $685.7K | 0.01% | +149+12.2% | Added |