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 2 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, Q4 2025
Institutional positions in Moodys Corp as of Dec 31, 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
- 1,425
- +116 vs. Q3 2025
- Shares held
- 162.8M
- +1.44M (+0.9%) vs. Q3 2025
- Total value
- $83.1B
- +$6.24B (+8.1%) vs. Q3 2025
- New holders
- 206
- 508 more added
- Sold out
- 90
- 475 more reduced
28 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 25 | $12.8K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 25 | $12.8K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $12.8K | 0.00% | −6−19.4% | Reduced |
| Rosenberg Matthew Hamilton | 26 | $13.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 26 | $13.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $13.5K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 27 | $13.6K | 0.00% | +27 | New |
| Atlantic Trust, LLC | 27 | $13.8K | 0.00% | −27−50.0% | Reduced |
| United Community Bank | 27 | $13.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $14.3K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 29 | $14.8K | 0.00% | −603−95.4% | Reduced |
| Wilkerson Advisory Group LLC | 31 | $15.8K | 0.01% | +31 | New |
| Cresta Advisors, Ltd. | 31 | $15.8K | 0.01% | +31 | New |
| Highline Wealth Partners LLC | 31 | $15.9K | 0.00% | +14+82.4% | Added |
| Avion Wealth | 32 | $16.0K | 0.00% | −3−8.6% | Reduced |
| Aspect Partners, LLC | 32 | $16.3K | 0.01% | −17−34.7% | Reduced |
| IMG Wealth Management, Inc. | 32 | $16.3K | 0.01% | +9+39.1% | Added |
| Triumph Capital Management | 32 | $16.4K | 0.00% | +32 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $16.9K | 0.01% | +33 | New |
| Howard Hughes Medical Institute | 33 | $16.9K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 34 | $17.4K | 0.01% | +11+47.8% | Added |
| Glen Eagle Advisors, LLC | 34 | $17.4K | 0.00% | +11+47.8% | Added |
| Legacy Bridge, LLC | 35 | $17.9K | 0.01% | +10+40.0% | Added |
| Kerr Financial Planning Corp | 40 | $18.5K | 0.03% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 38 | $19.4K | 0.01% | +5+15.2% | Added |
| Truvestments Capital LLC | 39 | $19.9K | 0.00% | −6−13.3% | Reduced |
| Raffa Wealth Management, LLC | 39 | $19.9K | 0.00% | +7+21.9% | Added |
| Westside Investment Management, Inc. | 40 | $20.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 39 | $20.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $20.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $20.4K | 0.01% | −70−63.6% | Reduced |
| True Wealth Design, LLC | 42 | $21.5K | 0.01% | −5−10.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 43 | $22.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 43 | $22.0K | 0.01% | −36−45.6% | Reduced |
| ORG Partners LLC | 45 | $23.0K | 0.00% | −31−40.8% | Reduced |
| Turning Point Benefit Group, Inc. | 45 | $23.0K | 0.01% | −4−8.2% | Reduced |
| Oakworth Capital, Inc. | 45 | $23.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 47 | $24.0K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 50 | $25.5K | 0.03% | +50 | New |
| Nalls Sherbakoff Group, LLC | 52 | $26.8K | 0.02% | +52 | New |
| Virtus ETF Advisers LLC | 53 | $27.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $27.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $27.6K | 0.01% | +3+5.9% | Added |
| Caitlin John, LLC | 56 | $28.7K | 0.02% | −1−1.8% | Reduced |
| Ares Financial Consulting, LLC | 57 | $29.1K | 0.03% | +57 | New |
| Rational Advisors LLC | 58 | $29.6K | 0.00% | +7+13.7% | Added |
| Kemnay Advisory Services Inc. | 60 | $30.7K | 0.00% | +60 | New |
| Bogart Wealth, LLC | 62 | $31.7K | 0.00% | +3+5.1% | Added |
| Bank of Jackson Hole Trust | 68 | $34.7K | 0.02% | −127−65.1% | Reduced |
| Eagle Bay Advisors LLC | 76 | $38.8K | 0.03% | +76 | New |
| Covestor Ltd | 76 | $39.0K | 0.02% | −11−12.6% | Reduced |
| Wealth Watch Advisors, INC | 79 | $40.4K | 0.01% | +11+16.2% | Added |
| Keating Financial Advisory Services, Inc. | 80 | $40.9K | 0.01% | +80 | New |
| GW&K Investment Management, LLC | 81 | $41.0K | 0.00% | +5+6.6% | Added |
| Salomon & Ludwin, LLC | 78 | $41.1K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 83 | $42.4K | 0.01% | −27−24.5% | Reduced |
| Signature Equity Partners, LLC | 84 | $42.7K | 0.02% | +84 | New |
| JFS Wealth Advisors, LLC | 88 | $45.0K | 0.00% | +18+25.7% | Added |
| Asset Planning,Inc | 89 | $45.3K | 0.03% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 92 | $46.9K | 0.02% | −15−14.0% | Reduced |
| Quarry LP | 92 | $47.0K | 0.01% | +92 | New |
| Maryland Capital Advisors Inc. | 94 | $48.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 94 | $48.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 95 | $48.5K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $51.1K | 0.01% | 00.0% | Unchanged |
| Navalign, LLC | 100 | $51.1K | 0.01% | +100 | New |
| MV Capital Management, Inc. | 101 | $51.6K | 0.00% | +1+1.0% | Added |
| Darwin Advisors, LLC | 101 | $51.8K | 0.02% | +1+1.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 102 | $52.1K | 0.01% | +102 | New |
| Ogorek Anthony Joseph | 107 | $54.0K | 0.01% | −6−5.3% | Reduced |
| Private Wealth Asset Management, LLC | 106 | $54.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 106 | $54.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 107 | $54.7K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 109 | $55.5K | 0.02% | −19−14.8% | Reduced |
| Advantage Trust Co | 114 | $58.2K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 118 | $60.3K | 0.01% | +118 | New |
| Quantbot Technologies LP | 119 | $60.8K | 0.00% | +119 | New |
| Farmers & Merchants Investments Inc | 120 | $61.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $63.9K | 0.00% | −1−0.8% | Reduced |
| Phillip James Consulting Co. | 125 | $65.0K | 1.15% | +125 | New |
| Generali Investments, Management Co LLC | 128 | $65.4K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 129 | $65.9K | 0.06% | +129 | New |
| Bell Investment Advisors, Inc | 132 | $67.4K | 0.01% | −3−2.2% | Reduced |
| Vision Financial Markets LLC | 143 | $72.5K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 154 | $78.7K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 157 | $80.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 158 | $80.7K | 0.01% | +48+43.6% | Added |
| DV Trading LLC | 160 | $81.7K | 0.01% | +160 | New |
| Ancora Advisors, LLC | 169 | $86.5K | 0.00% | +64+61.0% | Added |
| Evelyn Partners Investment Management LLP | 170 | $86.8K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 171 | $87.4K | 0.03% | −82−32.4% | Reduced |
| Coston, McIsaac & Partners | 177 | $90.0K | 0.02% | −4−2.2% | Reduced |
| TFC Financial Management | 177 | $90.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 180 | $92.0K | 0.02% | −3−1.6% | Reduced |
| Islay Capital Management, LLC | 183 | $93.5K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 185 | $94.5K | 0.02% | +28+17.8% | Added |
| Deseret Mutual Benefit Administrators | 194 | $99.1K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $102.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 200 | $102.2K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 201 | $102.7K | 0.01% | −47−19.0% | Reduced |