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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 1,801 | $858.0K | 0.01% | +8+0.4% | Added |
| Dearborn Partners LLC | 1,807 | $861.0K | 0.04% | +54+3.1% | Added |
| Legato Capital Management LLC | 1,822 | $868.1K | 0.09% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 1,828 | $871.0K | 0.67% | +1,828 | New |
| Spinnaker Trust | 1,840 | $876.7K | 0.05% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,862 | $887.2K | 0.15% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,865 | $889.0K | 0.04% | +22+1.2% | Added |
| Fishman Jay A Ltd | 1,875 | $893.4K | 0.08% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,876 | $893.9K | 0.02% | +24+1.3% | Added |
| Whittier Trust Co | 1,851 | $897.8K | 0.01% | +53+2.9% | Added |
| Mattson Financial Services, LLC | 1,885 | $898.2K | 0.21% | +1,885 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,881 | $901.6K | 0.01% | −100−5.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,896 | $903.4K | 0.25% | −4−0.2% | Reduced |
| Assetmark, Inc | 1,916 | $913.0K | 0.00% | −2,007−51.2% | Reduced |
| Guardian Capital LP | 1,936 | $922.5K | 0.03% | −106−5.2% | Reduced |
| Novem Group | 1,938 | $923.8K | 0.11% | +64+3.4% | Added |
| Verdence Capital Advisors LLC | 1,874 | $927.6K | 0.05% | +33+1.8% | Added |
| Campbell & CO Investment Adviser LLC | 1,955 | $931.5K | 0.07% | −4,201−68.2% | Reduced |
| Hilltop Holdings Inc. | 1,970 | $938.7K | 0.05% | −10−0.5% | Reduced |
| Brookstone Capital Management | 1,985 | $945.6K | 0.01% | −66−3.2% | Reduced |
| KG&L Capital Management,LLC | 1,987 | $946.8K | 0.26% | +169+9.3% | Added |
| Enhancing Capital LLC | 2,000 | $953.0K | 0.70% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,018 | $961.5K | 0.12% | −1,357−40.2% | Reduced |
| AE Wealth Management LLC | 2,020 | $962.6K | 0.01% | +112+5.9% | Added |
| Picton Mahoney Asset Management | 2,025 | $965.0K | 0.01% | −485−19.3% | Reduced |
| Choate Investment Advisors | 2,029 | $966.8K | 0.02% | +39+2.0% | Added |
| Riversedge Advisors, LLC | 2,031 | $967.7K | 0.16% | +15+0.7% | Added |
| Circle Wealth Management, LLC | 2,033 | $968.7K | 0.02% | +622+44.1% | Added |
| Sentry LLC | 2,042 | $973.0K | 0.24% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,049 | $976.3K | 0.04% | −39−1.9% | Reduced |
| Bellwether Advisors, LLC | 2,054 | $978.7K | 0.16% | +2,042+17,016.7% | Added |
| Lawson Kroeker Investment Management Inc | 2,070 | $986.3K | 0.18% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 2,102 | $1.00M | 0.07% | −50−2.3% | Reduced |
| Two Sigma Securities, LLC | 2,103 | $1.00M | 0.15% | +1,100+109.7% | Added |
| Profund Advisors LLC | 2,126 | $1.01M | 0.03% | +162+8.2% | Added |
| Stableford Capital II LLC | 2,132 | $1.02M | 0.37% | +7+0.3% | Added |
| Triangle Securities Wealth Management | 2,155 | $1.03M | 0.23% | −12−0.6% | Reduced |
| Highview Capital Management LLC | 2,156 | $1.03M | 0.38% | +2,156 | New |
| AlTi Global, Inc. | 2,179 | $1.04M | 0.02% | +15+0.7% | Added |
| Farther Finance Advisors, LLC | 2,199 | $1.05M | 0.02% | +449+25.7% | Added |
| Evergreen Capital Management LLC | 2,221 | $1.06M | 0.03% | +161+7.8% | Added |
| Promethium Advisors,llc | 2,223 | $1.06M | 0.61% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,240 | $1.07M | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,253 | $1.07M | 0.21% | −1,600−41.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,270 | $1.08M | 0.01% | −47−2.0% | Reduced |
| Summit Financial, LLC | 2,276 | $1.08M | 0.02% | +66+3.0% | Added |
| Syon Capital LLC | 2,277 | $1.08M | 0.06% | +117+5.4% | Added |
| Benin Management CORP | 2,283 | $1.09M | 0.26% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,286 | $1.09M | 0.30% | −100−4.2% | Reduced |
| Applied Finance Capital Management, LLC | 2,313 | $1.10M | 0.08% | −458−16.5% | Reduced |
| Smart Money Group LLC | 2,326 | $1.11M | 0.33% | +74+3.3% | Added |
| Capital Analysts, LLC | 2,375 | $1.13M | 0.03% | −10−0.4% | Reduced |
| Impax Asset Management Group plc | 2,380 | $1.13M | 0.01% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 2,385 | $1.14M | 0.28% | −96−3.9% | Reduced |
| Genus Capital Management Inc. | 2,388 | $1.14M | 0.13% | −149−5.9% | Reduced |
| Avanda Investment Management Pte. Ltd. | 2,400 | $1.14M | 0.90% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,444 | $1.16M | 0.12% | −18−0.7% | Reduced |
| Heritage Family Offices, LLP | 2,485 | $1.18M | 0.55% | +4+0.2% | Added |
| NorthRock Partners, LLC | 2,494 | $1.19M | 0.02% | +461+22.7% | Added |
| Cresset Asset Management, LLC | 2,504 | $1.19M | 0.01% | +52+2.1% | Added |
| Quest Partners LLC | 2,506 | $1.19M | 0.08% | +1,628+185.4% | Added |
| Bahl & Gaynor Inc | 2,516 | $1.20M | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,504 | $1.21M | 0.03% | +385+18.2% | Added |
| Anchor Investment Management, LLC | 2,538 | $1.21M | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,542 | $1.21M | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,508 | $1.23M | 0.05% | +123+5.2% | Added |
| SummitTX Capital, L.P. | 2,576 | $1.23M | 0.05% | −3,190−55.3% | Reduced |
| Walleye Trading LLC | 2,580 | $1.23M | 0.02% | +2,529+4,958.8% | Added |
| Robertson Stephens Wealth Management, LLC | 2,584 | $1.23M | 0.04% | −9−0.3% | Reduced |
| Key Financial Inc | 2,570 | $1.23M | 0.23% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,600 | $1.24M | 0.00% | −315−10.8% | Reduced |
| Stance Capital LLC | 2,623 | $1.25M | 0.46% | −107−3.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,628 | $1.25M | 0.12% | +639+32.1% | Added |
| Baader Bank INC | 2,751 | $1.26M | 0.10% | +159+6.1% | Added |
| Washington Trust Advisors, Inc. | 2,676 | $1.28M | 0.10% | +121+4.7% | Added |
| Central Trust Co | 2,678 | $1.28M | 0.03% | −81−2.9% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $1.31M | 0.15% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,784 | $1.33M | 0.00% | +612+28.2% | Added |
| Hills Bank & Trust Co | 2,789 | $1.33M | 0.08% | −206−6.9% | Reduced |
| Independent Advisor Alliance | 2,795 | $1.33M | 0.03% | −226−7.5% | Reduced |
| Eventide Asset Management, LLC | 2,785 | $1.34M | 0.02% | +615+28.3% | Added |
| Accretive Wealth Partners, LLC | 2,813 | $1.34M | 0.41% | +60+2.2% | Added |
| Plato Investment Management Ltd | 2,892 | $1.37M | 0.09% | 00.0% | Unchanged |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,888 | $1.38M | 0.03% | +412+16.6% | Added |
| Sunbelt Securities, Inc. | 2,900 | $1.38M | 0.10% | +2,797+2,715.5% | Added |
| MUFG Securities EMEA plc | 2,953 | $1.41M | 0.04% | +2,497+547.6% | Added |
| GAMMA Investing LLC | 2,954 | $1.41M | 0.08% | +514+21.1% | Added |
| Frank, Rimerman Advisors LLC | 2,959 | $1.41M | 0.09% | −79−2.6% | Reduced |
| Tiptree Advisors, LLC | 3,000 | $1.43M | 0.89% | +1,000+50.0% | Added |
| CWA Asset Management Group, LLC | 3,017 | $1.44M | 0.05% | +83+2.8% | Added |
| Cypress Capital Group | 3,029 | $1.44M | 0.17% | −25−0.8% | Reduced |
| Bridges Investment Management Inc | 3,030 | $1.44M | 0.02% | −10.0% | Reduced |
| Equitable Trust Co | 3,034 | $1.45M | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,011 | $1.45M | 0.09% | +721+31.5% | Added |
| Ballast Advisors LLC | 3,060 | $1.46M | 0.40% | +87+2.9% | Added |
| Cornercap Investment Counsel Inc | 3,076 | $1.47M | 0.73% | −50−1.6% | Reduced |
| Harbor Capital Advisors, Inc. | 3,096 | $1.48M | 0.11% | +79+2.6% | Added |
| Savant Capital, LLC | 3,107 | $1.48M | 0.01% | −81−2.5% | Reduced |
| Ironwood Investment Counsel, LLC | 3,108 | $1.48M | 0.22% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,111 | $1.48M | 0.01% | +362+13.2% | Added |