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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 266 | $126.7K | 0.04% | +162+155.8% | Added |
| AdvisorNet Financial, Inc | 273 | $130.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 275 | $131.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 286 | $136.3K | 0.11% | −1−0.3% | Reduced |
| Eastern Bank | 295 | $140.6K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $142.9K | 0.09% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 302 | $143.9K | 0.01% | +182+151.7% | Added |
| Point72 Europe (London) LLP | 309 | $147.2K | 0.01% | −9,091−96.7% | Reduced |
| CoreCap Advisors, LLC | 309 | $147.2K | 0.01% | −1−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 328 | $156.3K | 0.07% | +19+6.1% | Added |
| Cromwell Holdings LLC | 343 | $163.4K | 0.09% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 351 | $167.2K | 0.00% | −19−5.1% | Reduced |
| Sentry Investment Management LLC | 382 | $187.0K | 0.12% | −122−24.2% | Reduced |
| Atlantic Union Bankshares Corp | 398 | $189.5K | 0.00% | +224+128.7% | Added |
| Atwood & Palmer Inc | 400 | $190.6K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $190.6K | 0.10% | 00.0% | Unchanged |
| Group One Trading, L.P. | 401 | $191.1K | 0.01% | −237−37.1% | Reduced |
| TD Private Client Wealth LLC | 402 | $191.5K | 0.00% | +37+10.1% | Added |
| Arlington Trust Co LLC | 415 | $197.7K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 416 | $199.6K | 0.07% | +3+0.7% | Added |
| Crews Bank & Trust | 421 | $200.6K | 0.03% | 00.0% | Unchanged |
| IFC Advisors LLC | 422 | $201.1K | 0.04% | −40−8.7% | Reduced |
| Norden Group LLC | 422 | $201.1K | 0.02% | +422 | New |
| Gilbert & Cook, Inc. | 428 | $203.9K | 0.03% | +2+0.5% | Added |
| Onefund, LLC | 429 | $204.4K | 0.13% | +18+4.4% | Added |
| Stratos Wealth Partners, LTD. | 429 | $204.6K | 0.00% | +429 | New |
| Invictus Private Wealth, LLC | 430 | $204.9K | 0.01% | −4−0.9% | Reduced |
| Catalyst Capital Advisors LLC | 434 | $206.8K | 0.00% | −19−4.2% | Reduced |
| Diametric Capital, LP | 434 | $206.8K | 0.08% | +434 | New |
| Ipswich Investment Management Co., Inc. | 435 | $207.3K | 0.05% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 438 | $208.7K | 0.00% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 443 | $211.1K | 0.16% | +443 | New |
| Main Street Financial Solutions, LLC | 443 | $211.1K | 0.01% | +443 | New |
| Advyzon Investment Management, LLC | 443 | $211.2K | 0.04% | +34+8.3% | Added |
| Level Four Advisory Services, LLC | 443 | $211.5K | 0.01% | −45−9.2% | Reduced |
| Grove Bank & Trust | 444 | $211.6K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 446 | $212.5K | 0.00% | +446 | New |
| Koshinski Asset Management, Inc. | 447 | $213.0K | 0.01% | +447 | New |
| Cornerstone Wealth Group, LLC | 448 | $213.6K | 0.01% | +13+3.0% | Added |
| Chesapeake Wealth Management | 450 | $214.4K | 0.07% | 00.0% | Unchanged |
| Trust Point Inc. | 451 | $214.9K | 0.02% | +451 | New |
| NBT Bank N A | 921 | $215.8K | 0.01% | +443+92.7% | Added |
| Tocqueville Asset Management L.P. | 455 | $216.8K | 0.00% | +5+1.1% | Added |
| National Asset Management, Inc. | 455 | $217.0K | 0.01% | +455 | New |
| Prospera Financial Services Inc | 455 | $217.0K | 0.00% | −2,427−84.2% | Reduced |
| Quent Capital, LLC | 459 | $218.9K | 0.02% | +16+3.6% | Added |
| Human Investing LLC | 462 | $219.9K | 0.03% | +1+0.2% | Added |
| Ignite Planners, LLC | 462 | $220.1K | 0.04% | +28+6.5% | Added |
| Versant Capital Management, Inc | 463 | $220.6K | 0.03% | +12+2.7% | Added |
| AMG National Trust Bank | 468 | $223.0K | 0.01% | −69−12.8% | Reduced |
| Resonant Capital Advisors, LLC | 468 | $223.0K | 0.01% | −20−4.1% | Reduced |
| Allen Capital Group, LLC | 470 | $223.9K | 0.02% | −41−8.0% | Reduced |
| Brave Warrior Advisors, LLC | 471 | $224.4K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 471 | $224.4K | 0.01% | +18+4.0% | Added |
| William Howard & Co Financial Advisors Inc | 475 | $226.3K | 0.19% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 481 | $229.2K | 0.01% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 576 | $232.8K | 0.08% | −79−12.1% | Reduced |
| New Republic Capital, LLC | 490 | $233.5K | 0.07% | +11+2.3% | Added |
| Advisors Capital Management, LLC | 491 | $234.3K | 0.00% | +56+12.9% | Added |
| Manchester Capital Management LLC | 495 | $235.9K | 0.03% | −427−46.3% | Reduced |
| Burns Matteson Capital Management, LLC | 497 | $236.8K | 0.10% | 00.0% | Unchanged |
| Archer Investment Corp | 497 | $236.8K | 0.05% | +480+2,823.5% | Added |
| Winton Group Ltd | 499 | $237.8K | 0.01% | +499 | New |
| Cherokee Insurance Co | 500 | $238.2K | 0.10% | −150−23.1% | Reduced |
| Everpar Advisors LLC | 500 | $238.2K | 0.09% | −96−16.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 500 | $238.2K | 0.05% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 500 | $238.2K | 0.10% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 500 | $238.2K | 0.23% | +500 | New |
| Ewa, LLC | 501 | $238.6K | 0.07% | +21+4.4% | Added |
| Simmons Bank | 501 | $238.7K | 0.02% | −78−13.5% | Reduced |
| Valmark Advisers, Inc. | 506 | $241.1K | 0.00% | +3+0.6% | Added |
| Alpha Cubed Investments, LLC | 506 | $241.2K | 0.01% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 506 | $241.6K | 0.03% | −3−0.6% | Reduced |
| Hancock Whitney Corp | 508 | $242.0K | 0.00% | −6−1.2% | Reduced |
| Essex Financial Services, Inc. | 510 | $243.2K | 0.01% | −78−13.3% | Reduced |
| Patton Fund Management, Inc. | 512 | $244.0K | 0.04% | −3,209−86.2% | Reduced |
| TCI Wealth Advisors, Inc. | 512 | $244.0K | 0.01% | +8+1.6% | Added |
| Wayfinding Financial, LLC | 512 | $244.0K | 0.11% | +2+0.4% | Added |
| Wick Capital Partners, LLC | 515 | $245.3K | 0.06% | −995−65.9% | Reduced |
| Arkadios Wealth Advisors | 515 | $245.5K | 0.01% | −449−46.6% | Reduced |
| Fox Run Management, L.L.C. | 519 | $247.3K | 0.04% | +519 | New |
| CVA Family Office, LLC | 524 | $249.7K | 0.03% | +20+4.0% | Added |
| Abel Hall, LLC | 524 | $249.9K | 0.10% | +6+1.2% | Added |
| von Borstel & Associates, Inc. | 516 | $250.0K | 0.04% | +516 | New |
| Reliant Investment Management, LLC | 528 | $251.6K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 530 | $252.7K | 0.01% | +5+1.0% | Added |
| Principle Wealth Partners LLC | 531 | $253.1K | 0.01% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 533 | $254.0K | 0.05% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 533 | $254.0K | 0.03% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 535 | $254.9K | 0.09% | +2+0.4% | Added |
| Sivia Capital Partners, LLC | 537 | $255.9K | 0.07% | +4+0.8% | Added |
| TCG Advisory Services, LLC | 541 | $257.9K | 0.01% | +541 | New |
| Catalyst Financial Partners LLC | 549 | $261.6K | 0.03% | +16+3.0% | Added |
| Baker Tilly Wealth Management, LLC | 549 | $261.6K | 0.06% | +13+2.4% | Added |
| Cooper Financial Group | 549 | $261.6K | 0.03% | +127+30.1% | Added |
| Regent Peak Wealth Advisors LLC | 551 | $262.5K | 0.05% | +551 | New |
| D'Orazio & Associates, Inc. | 551 | $262.5K | 0.03% | +49+9.8% | Added |
| Howe & Rusling Inc | 555 | $264.3K | 0.02% | −84−13.1% | Reduced |
| MONECO Advisors, LLC | 555 | $264.4K | 0.02% | +60+12.1% | Added |
| A4 Wealth Advisors LLC | 555 | $264.4K | 0.22% | +555 | New |