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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 5,442 | $2.59M | 0.01% | −1,394−20.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,423 | $2.60M | 0.02% | +14+0.3% | Added |
| Ascent Wealth Partners, LLC | 5,469 | $2.61M | 0.30% | +1,562+40.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,470 | $2.61M | 0.01% | +911+20.0% | Added |
| Clearstead Advisors, LLC | 5,483 | $2.61M | 0.04% | +9+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 5,483 | $2.61M | 0.03% | +134+2.5% | Added |
| Value Partners Investments Inc. | 5,495 | $2.62M | 0.21% | −7−0.1% | Reduced |
| Empirical Finance, LLC | 5,576 | $2.66M | 0.13% | +54+1.0% | Added |
| CAPROCK Group, Inc. | 5,212 | $2.66M | 0.07% | +5,212 | New |
| Lazard Asset Management LLC | 5,624 | $2.68M | 0.00% | +2,253+66.8% | Added |
| Webster Bank, N. A. | 5,625 | $2.68M | 0.26% | +78+1.4% | Added |
| Vestmark Advisory Solutions, Inc. | 5,649 | $2.69M | 0.05% | −455−7.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,663 | $2.70M | 0.19% | +43+0.8% | Added |
| Leonteq Securities AG | 5,673 | $2.70M | 0.14% | +1,105+24.2% | Added |
| United Capital Financial Advisers, LLC | 5,727 | $2.73M | 0.02% | −3,414−37.3% | Reduced |
| Prana Capital Management, LP | 5,774 | $2.75M | 0.09% | −75,269−92.9% | Reduced |
| Applied Capital LLC | 5,807 | $2.77M | 1.98% | 00.0% | Unchanged |
| Allstate Corp | 5,832 | $2.78M | 0.06% | +5,832 | New |
| Keebeck Wealth Management, LLC | 5,863 | $2.79M | 0.33% | −41−0.7% | Reduced |
| Burney Co | 5,882 | $2.80M | 0.09% | +124+2.2% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 5,899 | $2.81M | 1.35% | 00.0% | Unchanged |
| Greenleaf Trust | 5,950 | $2.84M | 0.03% | −71−1.2% | Reduced |
| NewEdge Wealth, LLC | 5,895 | $2.87M | 0.04% | −709−10.7% | Reduced |
| Horizon Investments, LLC | 6,025 | $2.87M | 0.04% | +1,555+34.8% | Added |
| Trust Co of Toledo NA | 6,030 | $2.87M | 0.29% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 6,059 | $2.89M | 0.72% | −54−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,943 | $2.92M | 0.08% | −61−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,033 | $2.93M | 0.06% | −10.0% | Reduced |
| Crawford Investment Counsel Inc | 6,190 | $2.95M | 0.05% | −365−5.6% | Reduced |
| Nomura Holdings Inc | 6,192 | $2.95M | 0.01% | +4,508+267.7% | Added |
| Tiaa Trust, National Association | 6,195 | $2.95M | 0.01% | −33−0.5% | Reduced |
| Alphinity Investment Management Pty Ltd | 6,223 | $2.97M | 0.03% | +1,014+19.5% | Added |
| Fairbanks Capital Management, Inc. | 6,275 | $2.99M | 1.62% | −35−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,349 | $3.03M | 0.02% | +617+10.8% | Added |
| Milestones Administradora de Recursos Ltda. | 6,353 | $3.03M | 1.06% | −12,702−66.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,373 | $3.04M | 0.11% | −1,624−20.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 6,099 | $3.06M | 0.16% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,453 | $3.07M | 0.17% | −280−4.2% | Reduced |
| Davenport & Co LLC | 6,464 | $3.08M | 0.02% | +198+3.2% | Added |
| Huntington National Bank | 6,470 | $3.08M | 0.02% | −96−1.5% | Reduced |
| First National Bank of Omaha | 6,526 | $3.11M | 0.20% | −315−4.6% | Reduced |
| Miracle Mile Advisors, LLC | 6,544 | $3.12M | 0.05% | +558+9.3% | Added |
| Sterling Capital Management LLC | 6,673 | $3.18M | 0.05% | −1,000−13.0% | Reduced |
| Kestra Private Wealth Services, LLC | 6,729 | $3.21M | 0.04% | −72−1.1% | Reduced |
| Inkwell Capital LLC | 6,746 | $3.21M | 3.28% | −112−1.6% | Reduced |
| HRT Financial LP | 6,756 | $3.22M | 0.01% | +6,756 | New |
| Connable Office Inc | 6,764 | $3.22M | 0.30% | +43+0.6% | Added |
| Tema ETFs LLC | 6,771 | $3.23M | 0.27% | +2,904+75.1% | Added |
| Wealthcare Advisory Partners LLC | 6,801 | $3.24M | 0.07% | −120−1.7% | Reduced |
| Johnson Investment Counsel Inc | 6,831 | $3.25M | 0.03% | +5+0.1% | Added |
| iA Global Asset Management Inc. | 6,831 | $3.25M | 0.04% | −4,271−38.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,882 | $3.28M | 0.17% | −309−4.3% | Reduced |
| Van Strum & Towne Inc. | 6,883 | $3.28M | 0.96% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,949 | $3.31M | 0.33% | −30,239−81.3% | Reduced |
| Diversified Trust Co | 6,971 | $3.32M | 0.07% | +904+14.9% | Added |
| Syntegra Private Wealth Group, LLC | 6,987 | $3.33M | 0.31% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,992 | $3.33M | 0.10% | −300−4.1% | Reduced |
| E. Ohman J:or Asset Management AB | 7,043 | $3.36M | 0.08% | +400+6.0% | Added |
| Allspring Global Investments Holdings, LLC | 7,074 | $3.39M | 0.01% | −234−3.2% | Reduced |
| Slow Capital, Inc. | 7,164 | $3.41M | 0.40% | −92−1.3% | Reduced |
| First National Advisers, LLC | 7,209 | $3.44M | 0.47% | +158+2.2% | Added |
| ING Groep NV | 7,225 | $3.44M | 0.02% | −257−3.4% | Reduced |
| Virtu Financial LLC | 7,231 | $3.44M | 0.19% | +7,231 | New |
| Regions Financial Corp | 7,254 | $3.46M | 0.02% | +171+2.4% | Added |
| Boston Trust Walden Corp | 7,300 | $3.48M | 0.03% | −100−1.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,426 | $3.54M | 0.40% | −2,665−26.4% | Reduced |
| Brinker Capital Investments, LLC | 7,494 | $3.57M | 0.03% | +58+0.8% | Added |
| Securian Asset Management, Inc | 7,549 | $3.60M | 0.10% | −595−7.3% | Reduced |
| Rathbone Brothers plc | 7,576 | $3.61M | 0.01% | −209−2.7% | Reduced |
| Dorsey Wright & Associates | 7,579 | $3.61M | 0.81% | +24+0.3% | Added |
| Commerce Bank | 7,631 | $3.64M | 0.02% | +1,261+19.8% | Added |
| MCF Advisors LLC | 7,677 | $3.66M | 0.22% | +2,609+51.5% | Added |
| Citadel Investment Advisory, Inc. | 7,702 | $3.67M | 1.68% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,751 | $3.69M | 0.08% | +195+2.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 7,824 | $3.73M | 0.54% | +4,355+125.5% | Added |
| Harbor Advisors LLC | 8,000 | $3.81M | 0.59% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,006 | $3.81M | 0.10% | −12−0.1% | Reduced |
| Louisiana State Employees Retirement System | 8,100 | $3.86M | 0.06% | −100−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 8,213 | $3.91M | 0.13% | −126−1.5% | Reduced |
| Clean Yield Group | 8,270 | $3.94M | 1.11% | +625+8.2% | Added |
| Bretton Capital Management, LLC | 8,300 | $3.95M | 3.33% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,310 | $3.96M | 0.01% | −2,292−21.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,356 | $3.98M | 0.33% | −79−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,566 | $4.08M | 0.10% | −151−1.7% | Reduced |
| Investment Management Corp of Ontario | 8,670 | $4.13M | 0.06% | +3,610+71.3% | Added |
| Wolverine Trading, LLC | 8,612 | $4.14M | 0.08% | +6,651+339.2% | Added |
| Wetherby Asset Management Inc | 8,703 | $4.15M | 0.17% | +158+1.8% | Added |
| Los Angeles Capital Management LLC | 8,711 | $4.15M | 0.01% | −211,491−96.0% | Reduced |
| SRS Capital Advisors, Inc. | 8,784 | $4.19M | 0.06% | +5,000+132.1% | Added |
| Norinchukin Bank, The | 8,818 | $4.20M | 0.06% | +164+1.9% | Added |
| Intech Investment Management LLC | 8,826 | $4.21M | 0.04% | +3,852+77.4% | Added |
| Katamaran Capital LLP | 8,973 | $4.28M | 3.90% | +8,973 | New |
| KP Management LLC | 9,000 | $4.29M | 1.50% | −1,000−10.0% | Reduced |
| Sanctuary Advisors, LLC | 9,014 | $4.29M | 0.02% | −1,452−13.9% | Reduced |
| Hartford Investment Management Co | 9,041 | $4.31M | 0.13% | −288−3.1% | Reduced |
| Sterling Investment Management, Inc. | 9,128 | $4.35M | 2.61% | −29−0.3% | Reduced |
| Ritholtz Wealth Management | 9,202 | $4.38M | 0.09% | +6,317+219.0% | Added |
| D. E. Shaw & Co., Inc. | 9,247 | $4.41M | 0.00% | −28,590−75.6% | Reduced |
| Umb Bank N A | 9,265 | $4.41M | 0.06% | −244−2.6% | Reduced |
| Windmill Hill Asset Management Ltd | 9,491 | $4.52M | 1.19% | 00.0% | Unchanged |