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 2 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, Q3 2025
Institutional positions in Moodys Corp as of Sep 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
- 1,337
- +9 vs. Q2 2025
- Shares held
- 161.7M
- −1.55M (−0.9%) vs. Q2 2025
- Total value
- $77.0B
- −$4.82B (−5.9%) vs. Q2 2025
- New holders
- 110
- 489 more added
- Sold out
- 101
- 465 more reduced
19 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avalon Trust Co | 31 | $14.8K | 0.00% | +6+24.0% | Added |
| Raffa Wealth Management, LLC | 32 | $15.2K | 0.00% | +4+14.3% | Added |
| Howard Hughes Medical Institute | 33 | $15.7K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 33 | $15.7K | 0.01% | +25+312.5% | Added |
| Guerra Advisors Inc | 33 | $15.7K | 0.01% | +33 | New |
| Avion Wealth | 35 | $16.0K | 0.00% | +1+2.9% | Added |
| Bares Capital Management, Inc. | 34 | $16.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $18.7K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $19.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $19.2K | 0.00% | +20+100.0% | Added |
| Kerr Financial Planning Corp | 40 | $19.3K | 0.03% | +40 | New |
| Simplex Trading, LLC | 43 | $20.0K | 0.00% | +43 | New |
| Atlantic Edge Private Wealth Management, LLC | 43 | $20.5K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 45 | $21.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 45 | $21.4K | 0.00% | +39+650.0% | Added |
| Rexford Capital Inc | 46 | $21.9K | 0.02% | −4−8.0% | Reduced |
| Asset Dedication, LLC | 47 | $22.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 47 | $22.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 49 | $23.3K | 0.01% | +3+6.5% | Added |
| Turning Point Benefit Group, Inc. | 49 | $23.5K | 0.01% | +49 | New |
| Rational Advisors LLC | 51 | $24.3K | 0.00% | −21−29.2% | Reduced |
| Fortitude Family Office, LLC | 51 | $24.3K | 0.01% | +2+4.1% | Added |
| Virtus ETF Advisers LLC | 53 | $25.3K | 0.01% | −1,036−95.1% | Reduced |
| Financial Management Professionals, Inc. | 54 | $25.7K | 0.00% | −1−1.8% | Reduced |
| Atlantic Trust, LLC | 54 | $25.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 57 | $27.0K | 0.02% | +57 | New |
| Bogart Wealth, LLC | 59 | $28.1K | 0.00% | +3+5.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $28.7K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 64 | $30.5K | 0.02% | +64 | New |
| Heartwood Wealth Advisors LLC | 65 | $31.0K | 0.00% | +65 | New |
| Wealth Watch Advisors, INC | 68 | $32.4K | 0.01% | +68 | New |
| JFS Wealth Advisors, LLC | 70 | $33.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 76 | $36.0K | 0.00% | +7+10.1% | Added |
| ORG Partners LLC | 76 | $36.2K | 0.01% | +10+15.2% | Added |
| Essential Partners LLC | 79 | $37.7K | 0.01% | +7+9.7% | Added |
| Salomon & Ludwin, LLC | 78 | $37.8K | 0.00% | +78 | New |
| Central Pacific Bank - Trust Division | 80 | $38.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 87 | $42.0K | 0.02% | −51−37.0% | Reduced |
| Asset Planning,Inc | 89 | $42.2K | 0.03% | +1+1.1% | Added |
| McIlrath & Eck, LLC | 94 | $44.8K | 0.00% | +73+347.6% | Added |
| Maryland Capital Advisors Inc. | 94 | $44.8K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 95 | $45.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 96 | $45.7K | 0.02% | +3+3.2% | Added |
| MV Capital Management, Inc. | 100 | $47.6K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $47.6K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 100 | $47.8K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 105 | $50.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 106 | $50.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 106 | $50.5K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 107 | $50.8K | 0.02% | +107 | New |
| Solstein Capital, LLC | 107 | $51.0K | 0.02% | 00.0% | Unchanged |
| Motco | 109 | $51.9K | 0.00% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 110 | $52.0K | 0.10% | −5−4.3% | Reduced |
| UMA Financial Services, Inc. | 110 | $52.4K | 0.01% | +3+2.8% | Added |
| Activest Wealth Management | 110 | $52.4K | 0.01% | +7+6.8% | Added |
| Sachetta, LLC | 110 | $52.4K | 0.02% | +9+8.9% | Added |
| JPL Wealth Management, LLC | 111 | $52.9K | 0.01% | +111 | New |
| Ogorek Anthony Joseph | 113 | $53.0K | 0.02% | +1+0.9% | Added |
| Advantage Trust Co | 114 | $54.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 120 | $57.2K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 126 | $60.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 126 | $60.0K | 0.00% | +1+0.8% | Added |
| Generali Investments, Management Co LLC | 128 | $61.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 128 | $61.2K | 0.02% | +13+11.3% | Added |
| Bell Investment Advisors, Inc | 135 | $64.3K | 0.01% | +1+0.7% | Added |
| Center for Financial Planning, Inc. | 137 | $65.3K | 0.01% | −21−13.3% | Reduced |
| Vision Financial Markets LLC | 143 | $67.7K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 154 | $73.4K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 157 | $74.7K | 0.02% | +15+10.6% | Added |
| Silvant Capital Management LLC | 157 | $74.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 168 | $80.0K | 0.01% | +2+1.2% | Added |
| Evelyn Partners Investment Management LLP | 170 | $81.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 174 | $82.9K | 0.00% | −482−73.5% | Reduced |
| TFC Financial Management | 177 | $84.3K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 179 | $85.4K | 0.01% | +179 | New |
| Maj Invest Holding A/S | 180 | $86.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 181 | $86.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 183 | $87.2K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 183 | $87.2K | 0.02% | +9+5.2% | Added |
| Evergreen Private Wealth LLC | 189 | $90.1K | 0.04% | −12−6.0% | Reduced |
| Itau Unibanco Holding S.A. | 192 | $91.5K | 0.00% | −4−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 194 | $92.4K | 0.04% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 195 | $92.9K | 0.05% | −4−2.0% | Reduced |
| Resources Management Corp | 200 | $95.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $95.3K | 0.04% | 00.0% | Unchanged |
| BSN Capital Partners Ltd | 208 | $99.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $100.1K | 0.02% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 218 | $103.9K | 0.06% | +218 | New |
| St Germain D J Co Inc | 224 | $106.7K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 264 | $107.1K | 0.00% | +43+19.5% | Added |
| Cheviot Value Management, LLC | 220 | $108.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 232 | $110.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 240 | $114.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 237 | $116.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 248 | $118.2K | 0.01% | −39−13.6% | Reduced |
| Your Advocates Ltd., LLP | 253 | $120.5K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 257 | $122.5K | 0.00% | +257 | New |
| State of Wyoming | 259 | $123.4K | 0.01% | +128+97.7% | Added |
| South State Corp. | 260 | $123.9K | 0.01% | −74−22.2% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 261 | $124.4K | 0.00% | +261 | New |