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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 810 | $385.9K | 0.03% | +5+0.6% | Added |
| Forum Financial Management, LP | 810 | $385.9K | 0.01% | +141+21.1% | Added |
| Alta Advisers Ltd | 811 | $386.4K | 0.12% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 811 | $386.6K | 0.05% | +13+1.6% | Added |
| Values Added Financial LLC | 814 | $387.9K | 0.17% | +10+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 814 | $387.9K | 0.03% | +437+115.9% | Added |
| American National Bank | 818 | $389.8K | 0.04% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 823 | $392.1K | 0.01% | −110−11.8% | Reduced |
| Zions Bancorporation, National Association | 824 | $392.6K | 0.02% | +466+130.2% | Added |
| Western Wealth Management, LLC | 827 | $394.0K | 0.02% | −19−2.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 832 | $396.4K | 0.01% | +34+4.3% | Added |
| Pinnacle Associates Ltd | 838 | $399.3K | 0.01% | −107−11.3% | Reduced |
| Shelton Capital Management | 838 | $399.3K | 0.01% | −22−2.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 839 | $399.8K | 0.02% | +65+8.4% | Added |
| Great Valley Advisor Group, Inc. | 847 | $403.6K | 0.01% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 852 | $405.8K | 0.24% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 855 | $407.4K | 0.04% | −35−3.9% | Reduced |
| Bradley Foster & Sargent Inc | 855 | $407.4K | 0.01% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 861 | $410.3K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 865 | $412.0K | 0.00% | +9+1.1% | Added |
| Cozad Asset Management Inc | 870 | $414.5K | 0.03% | −50−5.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 879 | $418.9K | 0.04% | +463+111.3% | Added |
| Brown Financial Advisors | 884 | $421.2K | 0.16% | +884 | New |
| Sunflower Bank, N.A. | 887 | $422.6K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 889 | $423.6K | 0.03% | +254+40.0% | Added |
| Flputnam Investment Management Co | 892 | $425.1K | 0.01% | +27+3.1% | Added |
| Prescott Group Capital Management, L.L.C. | 904 | $430.7K | 0.05% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 904 | $430.7K | 0.06% | 00.0% | Unchanged |
| Optimize Financial Inc | 904 | $430.7K | 0.22% | +116+14.7% | Added |
| Clifford Swan Investment Counsel LLC | 908 | $432.6K | 0.01% | +4+0.4% | Added |
| Abn Amro Investment Solutions | 909 | $433.1K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 900 | $434.9K | 0.16% | 00.0% | Unchanged |
| Financial Consulate, Inc | 916 | $436.3K | 0.06% | +916 | New |
| Pallas Capital Advisors LLC | 916 | $436.6K | 0.02% | +10+1.1% | Added |
| Baker Ellis Asset Management LLC | 919 | $437.9K | 0.05% | +919 | New |
| Twin Peaks Wealth Advisors, LLC | 920 | $438.5K | 0.15% | −6−0.6% | Reduced |
| Brevan Howard Capital Management LP | 921 | $438.8K | 0.01% | +138+17.6% | Added |
| Pettee Investors, Inc. | 924 | $440.3K | 0.24% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 933 | $444.5K | 0.01% | −40,436−97.7% | Reduced |
| Crestwood Advisors Group LLC | 943 | $449.5K | 0.01% | +132+16.3% | Added |
| Hutner Capital Management Inc | 945 | $450.3K | 0.19% | 00.0% | Unchanged |
| West Family Investments, Inc. | 945 | $450.3K | 0.10% | +6+0.6% | Added |
| Baxter Bros Inc | 949 | $452.2K | 0.05% | −10−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 959 | $457.2K | 0.02% | −6−0.6% | Reduced |
| Groupe la Francaise | 960 | $457.4K | 0.01% | +31+3.3% | Added |
| Fulton Bank, N.A. | 964 | $459.3K | 0.02% | −327−25.3% | Reduced |
| Correct Capital Wealth Management | 964 | $459.3K | 0.08% | 00.0% | Unchanged |
| Shearwater Capital LLC | 964 | $459.4K | 0.27% | 00.0% | Unchanged |
| Matrix Trust Co | 966 | $460.0K | 0.07% | +284+41.6% | Added |
| RFG Advisory, LLC | 969 | $461.8K | 0.01% | −17−1.7% | Reduced |
| Legacy Financial Advisors, Inc. | 975 | $464.7K | 0.06% | −2−0.2% | Reduced |
| Mission Wealth Management, LP | 979 | $466.6K | 0.01% | −2−0.2% | Reduced |
| NBC Securities, Inc. | 982 | $468.4K | 0.04% | −59−5.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 984 | $468.9K | 0.16% | +984 | New |
| Penobscot Investment Management Company, Inc. | 985 | $469.3K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 986 | $469.8K | 0.05% | −180−15.4% | Reduced |
| GTS Securities LLC | 986 | $469.8K | 0.02% | +392+66.0% | Added |
| Relyea Zuckerberg Hanson LLC | 990 | $471.7K | 0.05% | −3−0.3% | Reduced |
| Hanlon Investment Management, Inc. | 995 | $474.1K | 0.28% | +35+3.6% | Added |
| Aprio Wealth Management, LLC | 999 | $475.9K | 0.05% | +16+1.6% | Added |
| Quintet Private Bank (Europe) S.A. | 1,000 | $476.5K | 0.03% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 1,000 | $476.5K | 0.18% | 00.0% | Unchanged |
| Investment Management Corp | 1,002 | $477.3K | 0.41% | +22+2.2% | Added |
| Capital Advisors, Ltd. LLC | 1,004 | $478.0K | 0.05% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 996 | $478.3K | 0.01% | −9−0.9% | Reduced |
| Everhart Financial Group, Inc. | 1,008 | $480.3K | 0.05% | +10+1.0% | Added |
| FineMark National Bank & Trust | 1,013 | $482.7K | 0.02% | −20−1.9% | Reduced |
| Broadleaf Partners, LLC | 1,020 | $486.0K | 0.10% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 1,027 | $489.3K | 0.01% | +30+3.0% | Added |
| Beese Fulmer Investment Management, Inc. | 1,030 | $490.8K | 0.03% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,038 | $491.5K | 0.10% | −1,000−49.1% | Reduced |
| SkyView Investment Advisors, LLC | 1,033 | $492.0K | 0.06% | −90−8.0% | Reduced |
| Savvy Advisors, Inc. | 1,033 | $492.2K | 0.02% | +77+8.1% | Added |
| White Pine Capital LLC | 1,041 | $496.0K | 0.14% | +9+0.9% | Added |
| Stratos Wealth Advisors, LLC | 1,042 | $496.5K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,053 | $501.7K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,061 | $505.5K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,061 | $505.7K | 0.00% | +101+10.5% | Added |
| Kathmere Capital Management, LLC | 1,065 | $507.6K | 0.04% | +423+65.9% | Added |
| Stevens Capital Management LP | 1,071 | $510.0K | 0.07% | +1,071 | New |
| Mather Group, LLC. | 1,093 | $520.9K | 0.01% | −14−1.3% | Reduced |
| Cache Advisors, LLC | 1,096 | $522.2K | 0.09% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,085 | $523.0K | 0.04% | +34+3.2% | Added |
| Chronos Wealth Management, LLC | 1,100 | $524.1K | 0.26% | −150−12.0% | Reduced |
| Wilkins Investment Counsel Inc | 1,100 | $524.1K | 0.07% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,105 | $526.5K | 0.12% | −85−7.1% | Reduced |
| Krilogy Financial LLC | 1,086 | $528.3K | 0.02% | +1,086 | New |
| Abacus Planning Group, Inc. | 1,112 | $529.8K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,118 | $532.6K | 0.02% | +159+16.6% | Added |
| Edgestream Partners, L.P. | 1,132 | $539.4K | 0.02% | −5,718−83.5% | Reduced |
| BSW Wealth Partners | 1,142 | $544.3K | 0.07% | +48+4.4% | Added |
| Boston Private Wealth LLC | 1,143 | $544.7K | 0.03% | −26−2.2% | Reduced |
| Legacy Private Trust Co. | 1,145 | $545.6K | 0.03% | −5−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,145 | $545.6K | 0.04% | −178−13.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,147 | $546.5K | 0.04% | +59+5.4% | Added |
| Trust Co of Vermont | 1,154 | $549.9K | 0.02% | +9+0.8% | Added |
| Legacy Capital Wealth Partners, LLC | 1,155 | $550.3K | 0.12% | −44−3.7% | Reduced |
| PDS Planning, Inc | 1,157 | $551.3K | 0.04% | +45+4.0% | Added |
| Silvercrest Asset Management Group LLC | 1,159 | $552.2K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 1,160 | $552.7K | 0.10% | +1,160 | New |