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 |
|---|---|---|---|---|---|
| BlueSpruce Investments, LP | 1,162 | $553.7K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 1,173 | $558.9K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,174 | $559.4K | 0.00% | −24−2.0% | Reduced |
| Spirepoint Private Client, LLC | 1,174 | $559.4K | 0.06% | −44−3.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,176 | $560.3K | 0.14% | +1,176 | New |
| Addison Advisors LLC | 1,178 | $561.3K | 0.13% | −173−12.8% | Reduced |
| Ellevest, Inc. | 1,185 | $564.4K | 0.08% | −284−19.3% | Reduced |
| Accurate Wealth Management, LLC | 1,173 | $564.4K | 0.08% | +236+25.2% | Added |
| Fayez Sarofim & Co | 1,200 | $571.8K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,200 | $571.8K | 0.05% | +1,200 | New |
| CTC Alternative Strategies, Ltd. | 1,200 | $571.8K | 0.95% | +1,200 | New |
| Dorsey & Whitney Trust CO LLC | 1,202 | $572.7K | 0.03% | +57+5.0% | Added |
| Charter Trust Co | 1,210 | $576.5K | 0.03% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,211 | $577.0K | 0.08% | −516−29.9% | Reduced |
| Empirical Asset Management, LLC | 1,212 | $577.3K | 0.16% | −654−35.0% | Reduced |
| Cross Staff Investments Inc | 1,212 | $577.5K | 0.40% | +50+4.3% | Added |
| CX Institutional | 1,221 | $582.0K | 0.02% | −14−1.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,228 | $585.0K | 0.25% | +1+0.1% | Added |
| Avidian Wealth Solutions, LLC | 1,229 | $585.5K | 0.02% | +245+24.9% | Added |
| First Horizon Corp | 1,241 | $591.3K | 0.03% | +1,241 | New |
| Gardner Lewis Asset Management L P | 1,247 | $594.2K | 0.16% | +842+207.9% | Added |
| Inceptionr LLC | 1,249 | $595.1K | 0.14% | +82+7.0% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $599.0K | 0.22% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,263 | $601.8K | 0.38% | +1,263 | New |
| Andina Capital Management, LLC | 1,264 | $602.3K | 0.34% | +27+2.2% | Added |
| Machina Capital S.A.S. | 1,270 | $605.1K | 0.11% | −227−15.2% | Reduced |
| Haverford Trust Co | 1,271 | $605.6K | 0.01% | −96−7.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,280 | $609.6K | 0.02% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 1,295 | $617.0K | 0.15% | −2−0.2% | Reduced |
| DDD Partners, LLC | 1,299 | $618.9K | 0.04% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 1,307 | $622.8K | 0.12% | −368−22.0% | Reduced |
| Atomi Financial Group, Inc. | 1,309 | $623.6K | 0.02% | +60+4.8% | Added |
| Alyeska Investment Group, L.P. | 1,310 | $624.2K | 0.00% | +1,310 | New |
| Prosperity Consulting Group, LLC | 1,321 | $629.4K | 0.03% | +31+2.4% | Added |
| Panagora Asset Management Inc | 1,325 | $631.3K | 0.00% | −287−17.8% | Reduced |
| Promus Capital, LLC | 1,327 | $632.3K | 0.40% | +29+2.2% | Added |
| Global X Japan Co., Ltd. | 1,346 | $641.3K | 0.06% | +1,322+5,508.3% | Added |
| VestGen Advisors, LLC | 1,353 | $644.8K | 0.02% | +256+23.3% | Added |
| Patton Albertson Miller Group, LLC | 1,375 | $655.2K | 0.08% | −108−7.3% | Reduced |
| Sienna Gestion | 1,514 | $657.7K | 0.05% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 1,400 | $667.1K | 0.23% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,406 | $669.9K | 0.02% | −54−3.7% | Reduced |
| Opes Wealth Management LLC | 1,410 | $671.8K | 0.12% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 1,411 | $672.4K | 0.07% | +1+0.1% | Added |
| Allworth Financial LP | 1,415 | $674.2K | 0.00% | +129+10.0% | Added |
| Westpac Banking Corp | 1,428 | $680.4K | 0.04% | +30+2.1% | Added |
| Seeds Investor LLC | 1,435 | $683.7K | 0.14% | −1−0.1% | Reduced |
| Fortis Capital Management LLC | 1,435 | $683.7K | 0.10% | −43−2.9% | Reduced |
| J.W. Cole Advisors, Inc. | 1,441 | $686.8K | 0.01% | +60+4.3% | Added |
| Aaron Wealth Advisors | 1,447 | $689.5K | 0.04% | +203+16.3% | Added |
| Camden Capital, LLC | 1,447 | $689.5K | 0.05% | +745+106.1% | Added |
| Hilltop National Bank | 1,456 | $693.8K | 0.17% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,463 | $697.1K | 0.17% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,481 | $705.7K | 0.03% | −35−2.3% | Reduced |
| Sepio Capital, LP | 1,483 | $706.6K | 0.04% | −1,117−43.0% | Reduced |
| Mutual Advisors, LLC | 1,484 | $711.4K | 0.02% | +104+7.5% | Added |
| Evercore Wealth Management, LLC | 1,504 | $716.6K | 0.01% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 1,505 | $717.1K | 0.24% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,506 | $717.6K | 0.03% | −373−19.9% | Reduced |
| Cigna Investments Inc | 1,510 | $720.0K | 0.10% | −21−1.4% | Reduced |
| Sagespring Wealth Partners, LLC | 1,538 | $733.0K | 0.01% | −29−1.9% | Reduced |
| Crestmont Private Wealth LLC | 1,545 | $736.2K | 0.24% | +151+10.8% | Added |
| Scientech Research LLC | 1,548 | $737.6K | 0.26% | +1,548 | New |
| Sowell Financial Services LLC | 1,552 | $739.5K | 0.03% | +5+0.3% | Added |
| Resurgent Financial Advisors LLC | 1,558 | $742.4K | 0.36% | −296−16.0% | Reduced |
| Castle Rock Wealth Management, LLC | 1,552 | $744.8K | 0.16% | +3+0.2% | Added |
| Mattern Capital Management, LLC | 1,565 | $745.7K | 0.09% | +297+23.4% | Added |
| Dodge & Cox | 1,566 | $746.2K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 1,578 | $751.9K | 0.03% | −38−2.4% | Reduced |
| Global Endowment Management, LP | 1,585 | $755.2K | 0.09% | −40−2.5% | Reduced |
| Dimension Capital Management LLC | 1,586 | $755.7K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,591 | $758.1K | 0.01% | +740+87.0% | Added |
| Lineweaver Wealth Advisors, LLC | 1,602 | $763.3K | 0.11% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,619 | $771.5K | 0.14% | −33−2.0% | Reduced |
| PFG Advisors | 1,622 | $773.0K | 0.03% | +355+28.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,625 | $774.3K | 0.01% | +1+0.1% | Added |
| Ashton Thomas Securities, LLC | 1,635 | $777.6K | 0.11% | +50+3.2% | Added |
| ISAM Funds (UK) Ltd | 1,637 | $780.0K | 0.16% | +1,637 | New |
| International Assets Investment Management, LLC | 1,553 | $780.4K | 0.06% | −2−0.1% | Reduced |
| RMB Capital Management, LLC | 1,639 | $781.2K | 0.01% | −3−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 1,644 | $783.3K | 0.01% | +10+0.6% | Added |
| Invesco, LLC | 1,670 | $795.7K | 0.27% | +200+13.6% | Added |
| Davidson Trust Co | 1,674 | $797.6K | 0.33% | +33+2.0% | Added |
| Patriot Investment Management Inc. | 1,689 | $804.8K | 0.05% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,702 | $811.0K | 0.05% | −2,332−57.8% | Reduced |
| Fiduciary Family Office, LLC | 1,712 | $815.7K | 0.23% | +130+8.2% | Added |
| Cynosure Management, LLC | 1,720 | $819.5K | 0.09% | −2,711−61.2% | Reduced |
| Landscape Capital Management, L.L.C. | 1,721 | $820.0K | 0.05% | −1,201−41.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,730 | $824.3K | 0.06% | +8+0.5% | Added |
| Institute for Wealth Management, LLC. | 1,731 | $824.8K | 0.09% | −83−4.6% | Reduced |
| High Net Worth Advisory Group LLC | 1,740 | $829.1K | 0.20% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,707 | $829.5K | 0.03% | −626−26.8% | Reduced |
| Aviso Financial Inc. | 1,745 | $831.5K | 0.03% | +20+1.2% | Added |
| Point72 (DIFC) Ltd | 1,748 | $832.9K | 0.06% | +1,748 | New |
| We Are One Seven, LLC | 1,755 | $836.4K | 0.02% | +731+71.4% | Added |
| Resources Investment Advisors, LLC. | 1,764 | $840.4K | 0.01% | +432+32.4% | Added |
| Chicago Trust Co NA | 1,768 | $842.4K | 0.12% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,782 | $853.4K | 0.14% | +3+0.2% | Added |
| Trust Asset Management LLC | 1,796 | $855.8K | 0.06% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 1,800 | $857.7K | 0.34% | 00.0% | Unchanged |