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; 1,415 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
- +10 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
- 100
- 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 |
|---|---|---|---|---|---|
| Fielder Capital Group LLC | 555 | $264.5K | 0.06% | −367−39.8% | Reduced |
| Larson Financial Group LLC | 555 | $264.7K | 0.01% | +160+40.5% | Added |
| Busey Wealth Management | 557 | $265.4K | 0.01% | +3+0.5% | Added |
| Pensionmark Financial Group, LLC | 559 | $266.4K | 0.01% | +159+39.8% | Added |
| Parkside Financial Bank & Trust | 562 | $267.8K | 0.02% | +45+8.7% | Added |
| Massmutual Trust Co FSB | 566 | $269.7K | 0.01% | +4+0.7% | Added |
| SBI Securities Co., Ltd. | 571 | $272.1K | 0.01% | −142−19.9% | Reduced |
| Legacy Capital Group California, Inc. | 572 | $272.5K | 0.07% | +25+4.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 573 | $273.0K | 0.07% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 573 | $273.1K | 0.05% | −5−0.9% | Reduced |
| OLIO Financial Planning | 574 | $273.7K | 0.08% | −156−21.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 579 | $276.0K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 581 | $276.8K | 0.01% | −31−5.1% | Reduced |
| Sax Wealth Advisors, LLC | 581 | $276.8K | 0.01% | +10+1.8% | Added |
| Marex Group plc | 581 | $276.8K | 0.00% | +581 | New |
| Stephens Inc | 585 | $278.9K | 0.00% | −82−12.3% | Reduced |
| Integrated Advisors Network LLC | 586 | $279.2K | 0.01% | −16−2.7% | Reduced |
| Ted Buchan & Co | 587 | $279.7K | 0.11% | −368−38.5% | Reduced |
| Panoramic Capital Partners, LLC | 588 | $280.2K | 0.18% | +2+0.3% | Added |
| Highland Capital Management, LLC | 590 | $281.1K | 0.01% | −183−23.7% | Reduced |
| Little House Capital LLC | 591 | $281.6K | 0.06% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 592 | $282.1K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 592 | $282.1K | 0.00% | +592 | New |
| Claret Asset Management Corp | 595 | $283.0K | 0.03% | +14+2.4% | Added |
| First National Bank & Trust Co of Newtown | 600 | $285.9K | 0.05% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $285.9K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 600 | $285.9K | 0.04% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 600 | $285.9K | 0.13% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $285.9K | 0.03% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 601 | $286.4K | 0.02% | +601 | New |
| Morris Financial Concepts, Inc. | 605 | $288.3K | 0.10% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 606 | $288.7K | 0.13% | −7−1.1% | Reduced |
| Baron Wealth Management LLC | 606 | $288.9K | 0.10% | +3+0.5% | Added |
| Net Worth Advisory Group | 610 | $290.5K | 0.08% | −12−1.9% | Reduced |
| Magnus Financial Group LLC | 613 | $292.1K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 619 | $294.9K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 618 | $295.0K | 0.01% | −4−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 620 | $295.0K | 0.00% | +159+34.5% | Added |
| Twin Lakes Capital Management, LLC | 620 | $295.2K | 0.14% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 620 | $295.4K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 626 | $298.3K | 0.09% | +3+0.5% | Added |
| Flagship Harbor Advisors, LLC | 632 | $301.0K | 0.01% | −1−0.2% | Reduced |
| Dunhill Financial, LLC | 639 | $304.5K | 0.08% | +1+0.2% | Added |
| Delta Investment Management, LLC | 640 | $305.1K | 0.05% | −58−8.3% | Reduced |
| Saybrook Capital | 643 | $306.4K | 0.08% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 647 | $308.3K | 0.07% | −4−0.6% | Reduced |
| Rothschild Investment LLC | 648 | $308.8K | 0.02% | −51−7.3% | Reduced |
| Baldwin Brothers Inc | 657 | $313.0K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 659 | $314.0K | 0.06% | +15+2.3% | Added |
| Cape Ann Savings Bank | 660 | $314.5K | 0.17% | +660 | New |
| SG Americas Securities, LLC | 665 | $317.0K | 0.00% | −11,946−94.7% | Reduced |
| Global Retirement Partners, LLC | 671 | $319.7K | 0.01% | +84+14.3% | Added |
| D.B. Root & Company, LLC | 671 | $319.7K | 0.08% | −251−27.2% | Reduced |
| Boston Family Office LLC | 671 | $320.0K | 0.02% | −25−3.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 673 | $320.7K | 0.04% | +4+0.6% | Added |
| Pitcairn Co | 676 | $322.1K | 0.03% | −137−16.9% | Reduced |
| Atala Financial Inc | 677 | $322.6K | 0.20% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 678 | $323.0K | 0.01% | −446−39.7% | Reduced |
| Quotient Wealth Partners, LLC | 685 | $326.5K | 0.01% | +1+0.1% | Added |
| Salem Investment Counselors Inc | 687 | $327.3K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 688 | $327.9K | 0.04% | −80−10.4% | Reduced |
| Rice Hall James & Associates, LLC | 689 | $328.3K | 0.02% | −2−0.3% | Reduced |
| Wulff, Hansen & Co. | 690 | $328.8K | 0.28% | +65+10.4% | Added |
| Great Lakes Advisors, LLC | 693 | $330.2K | 0.00% | −2−0.3% | Reduced |
| Fiduciary Financial Group, LLC | 693 | $330.2K | 0.05% | +23+3.4% | Added |
| Brighton Jones LLC | 693 | $330.4K | 0.01% | +174+33.5% | Added |
| Keel Point, LLC | 696 | $331.6K | 0.02% | +2+0.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $333.5K | 0.13% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 702 | $334.5K | 0.17% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 710 | $338.3K | 0.05% | +29+4.3% | Added |
| HCR Wealth Advisors | 702 | $338.5K | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 713 | $339.8K | 0.08% | −148−17.2% | Reduced |
| Conning Inc. | 714 | $340.2K | 0.01% | −344−32.5% | Reduced |
| Capital Group Private Client Services, Inc. | 715 | $340.7K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 718 | $342.1K | 0.00% | +268+59.6% | Added |
| Cyndeo Wealth Partners, LLC | 718 | $342.1K | 0.02% | +1+0.1% | Added |
| Gladstone Institutional Advisory LLC | 719 | $342.6K | 0.01% | −18−2.4% | Reduced |
| Close Asset Management Ltd | 720 | $343.0K | 0.01% | −30−4.0% | Reduced |
| Boltwood Capital Management | 720 | $343.1K | 0.09% | −15−2.0% | Reduced |
| Carson Advisory Inc. | 720 | $343.1K | 0.19% | 00.0% | Unchanged |
| J2 Capital Management Inc | 720 | $343.1K | 0.26% | +7+1.0% | Added |
| FourThought Financial Partners, LLC | 723 | $344.4K | 0.03% | +2+0.3% | Added |
| Legacy Advisors, LLC | 730 | $347.8K | 0.04% | +730 | New |
| Guyasuta Investment Advisors Inc | 733 | $349.3K | 0.02% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 734 | $349.7K | 0.00% | +734 | New |
| Silvia McColl Wealth Management, LLC | 742 | $353.5K | 0.24% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 742 | $353.5K | 0.01% | +186+33.5% | Added |
| Balboa Wealth Partners | 742 | $353.6K | 0.06% | +18+2.5% | Added |
| Independence Bank of Kentucky | 758 | $361.2K | 0.05% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 762 | $363.1K | 0.25% | +762 | New |
| McLean Asset Management Corp | 762 | $368.3K | 0.08% | 00.0% | Unchanged |
| Heritage Trust Co | 775 | $369.3K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 777 | $370.2K | 0.03% | −96−11.0% | Reduced |
| Guardian Wealth Advisors, LLC | 781 | $372.1K | 0.02% | −1−0.1% | Reduced |
| Premier Path Wealth Partners, LLC | 787 | $374.9K | 0.05% | +43+5.8% | Added |
| Warren Averett Asset Management, LLC | 788 | $375.5K | 0.00% | −221−21.9% | Reduced |
| Castleview Partners, LLC | 795 | $378.8K | 0.21% | −53−6.3% | Reduced |
| GSB Wealth Management, LLC | 797 | $379.8K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 804 | $382.9K | 0.01% | +28+3.6% | Added |
| Clarius Group, LLC | 806 | $384.0K | 0.02% | −560−41.0% | Reduced |