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 |
|---|---|---|---|---|---|
| Caden Capital Partners, LP | 209 | $106.8K | 0.24% | +209 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $107.3K | 0.03% | 00.0% | Unchanged |
| DV Equities, LLC | 215 | $109.8K | 0.02% | +215 | New |
| Root Financial Partners, LLC | 219 | $112.0K | 0.01% | +40+22.3% | Added |
| Cheviot Value Management, LLC | 220 | $113.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 223 | $114.1K | 0.00% | +192+619.4% | Added |
| Geneos Wealth Management Inc. | 225 | $114.9K | 0.00% | +51+29.3% | Added |
| Maj Invest Holding A/S | 245 | $125.0K | 0.01% | +65+36.1% | Added |
| North Star Investment Management Corp. | 250 | $127.7K | 0.01% | +10+4.2% | Added |
| South State Corp. | 256 | $130.8K | 0.01% | −4−1.5% | Reduced |
| WPG Advisers, LLC | 264 | $134.9K | 0.10% | −22−7.7% | Reduced |
| St Germain D J Co Inc | 269 | $137.4K | 0.01% | +45+20.1% | Added |
| Center for Financial Planning, Inc. | 270 | $137.9K | 0.01% | +133+97.1% | Added |
| Sound Income Strategies, LLC | 256 | $138.0K | 0.01% | +19+8.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 269 | $139.1K | 0.06% | +268+26,800.0% | Added |
| AdvisorNet Financial, Inc | 273 | $139.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 275 | $140.5K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 293 | $149.8K | 0.03% | +293 | New |
| Eastern Bank | 295 | $150.7K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $153.3K | 0.09% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 309 | $157.9K | 0.04% | +245+382.8% | Added |
| Rossby Financial, LCC | 316 | $161.6K | 0.05% | −100−24.0% | Reduced |
| CoreCap Advisors, LLC | 317 | $161.9K | 0.01% | +8+2.6% | Added |
| Prosperity Bancshares Inc | 317 | $161.9K | 0.15% | +317 | New |
| Itau Unibanco Holding S.A. | 331 | $169.1K | 0.00% | +139+72.4% | Added |
| Brooklands Fund Management Ltd | 332 | $171.2K | 0.09% | +332 | New |
| SageView Advisory Group, LLC | 345 | $176.3K | 0.01% | +345 | New |
| Clear Street Markets LLC | 346 | $176.8K | 0.03% | +80+30.1% | Added |
| Cary Street Partner Investment Advisory LLC | 350 | $178.8K | 0.05% | +22+6.7% | Added |
| Cary Street Partners Financial LLC | 351 | $179.3K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 356 | $181.9K | 0.08% | +356 | New |
| Cromwell Holdings LLC | 363 | $185.4K | 0.10% | +20+5.8% | Added |
| Sentry Investment Management LLC | 382 | $195.0K | 0.13% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 391 | $199.8K | 0.06% | +391 | New |
| Human Investing LLC | 392 | $200.0K | 0.03% | −70−15.2% | Reduced |
| May Hill Capital, LLC | 392 | $200.3K | 0.05% | +392 | New |
| Arkadios Wealth Advisors | 393 | $200.8K | 0.00% | −122−23.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 394 | $201.0K | 0.05% | +394 | New |
| Simplex Trading, LLC | 394 | $201.3K | 0.01% | +351+816.3% | Added |
| Secure Asset Management, LLC | 394 | $201.3K | 0.03% | +394 | New |
| Invictus Private Wealth, LLC | 395 | $201.8K | 0.01% | −35−8.1% | Reduced |
| McAdam, LLC | 395 | $201.8K | 0.01% | +395 | New |
| Lester Murray Antman dba SimplyRich | 400 | $204.0K | 0.05% | +400 | New |
| Atwood & Palmer Inc | 400 | $204.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $204.3K | 0.10% | 00.0% | Unchanged |
| Latash Investments, LLC | 400 | $204.3K | 0.14% | +400 | New |
| Aull & Monroe Investment Management Corp | 400 | $204.3K | 0.10% | +400 | New |
| BTC Capital Management, Inc. | 400 | $204.3K | 0.01% | +400 | New |
| Advisory Resource Group | 400 | $204.3K | 0.04% | +400 | New |
| Ti-Trust, Inc | 400 | $204.3K | 0.13% | +400 | New |
| Alan B. Lancz & Associates, Inc. | 400 | $204.3K | 0.18% | +400 | New |
| RM Financial Services, LLC | 400 | $204.3K | 0.18% | +400 | New |
| Thrive Wealth Management, LLC | 404 | $206.5K | 0.03% | +404 | New |
| Foundations Investment Advisors, LLC | 405 | $207.0K | 0.00% | −313−43.6% | Reduced |
| Advus Financial Partners, LLC | 406 | $207.4K | 0.05% | +406 | New |
| Sand Hill Global Advisors, LLC | 408 | $208.4K | 0.01% | +408 | New |
| Triad Wealth Partners, LLC | 408 | $208.5K | 0.02% | +408 | New |
| Ameritas Advisory Services, LLC | 408 | $208.6K | 0.01% | +391+2,300.0% | Added |
| Moody Lynn & Lieberson, LLC | 410 | $209.4K | 0.01% | +410 | New |
| Red Wave Investments LLC | 412 | $210.5K | 0.06% | +412 | New |
| Pasadena Private Wealth, LLC | 414 | $211.5K | 0.03% | +414 | New |
| Systematic Alpha Investments, LLC | 416 | $212.5K | 0.01% | +416 | New |
| Odyssey Capital Advisors, Inc. | 417 | $213.0K | 0.19% | +417 | New |
| Procyon Private Wealth Partners, LLC | 418 | $213.5K | 0.01% | +418 | New |
| Crews Bank & Trust | 420 | $214.6K | 0.03% | −1−0.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 421 | $215.1K | 0.12% | +421 | New |
| Gerber Kawasaki Wealth & Investment Management | 422 | $215.6K | 0.01% | +422 | New |
| Hilltop Holdings Inc. | 426 | $217.1K | 0.01% | −1,544−78.4% | Reduced |
| Versant Capital Management, Inc | 428 | $218.6K | 0.03% | −35−7.6% | Reduced |
| TD Private Client Wealth LLC | 429 | $219.2K | 0.00% | +27+6.7% | Added |
| Golden State Equity Partners | 429 | $219.2K | 0.04% | +429 | New |
| IFC Advisors LLC | 431 | $220.2K | 0.03% | +9+2.1% | Added |
| Innova Wealth Partners | 431 | $220.4K | 0.11% | +431 | New |
| Main Street Financial Solutions, LLC | 433 | $221.2K | 0.02% | −10−2.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 435 | $222.2K | 0.05% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 435 | $222.2K | 0.03% | +7+1.6% | Added |
| National Asset Management, Inc. | 437 | $223.1K | 0.01% | −18−4.0% | Reduced |
| Quent Capital, LLC | 437 | $223.5K | 0.02% | −22−4.8% | Reduced |
| Atlantic Union Bankshares Corp | 438 | $223.6K | 0.00% | +40+10.1% | Added |
| Grove Bank & Trust | 444 | $226.8K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 444 | $226.8K | 0.02% | +444 | New |
| Ballast, Inc. | 445 | $227.3K | 0.05% | +445 | New |
| Stratos Wealth Partners, LTD. | 445 | $227.8K | 0.00% | +16+3.7% | Added |
| Chesapeake Wealth Management | 450 | $229.9K | 0.07% | 00.0% | Unchanged |
| Onefund, LLC | 450 | $229.9K | 0.14% | +21+4.9% | Added |
| Cornerstone Wealth Group, LLC | 451 | $230.3K | 0.02% | +3+0.7% | Added |
| AlphaCore Capital LLC | 453 | $231.2K | 0.01% | +453 | New |
| Fire Capital Management LLC | 453 | $231.4K | 0.12% | +453 | New |
| NBT Bank N A | 956 | $231.4K | 0.01% | +35+3.8% | Added |
| Tocqueville Asset Management L.P. | 457 | $233.5K | 0.00% | +2+0.4% | Added |
| Facet Wealth, Inc. | 452 | $233.6K | 0.00% | +14+3.2% | Added |
| First Citizens Bank & Trust Co | 465 | $237.5K | 0.00% | +465 | New |
| AMG National Trust Bank | 468 | $239.1K | 0.01% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 471 | $240.6K | 0.01% | 00.0% | Unchanged |
| William Howard & Co Financial Advisors Inc | 475 | $242.7K | 0.20% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 477 | $244.1K | 0.01% | +34+7.7% | Added |
| Patton Fund Management, Inc. | 479 | $244.7K | 0.03% | −33−6.4% | Reduced |
| Evolve Private Wealth, LLC | 479 | $244.7K | 0.01% | +479 | New |
| Income Insurance Ltd | 480 | $245.2K | 0.16% | +480 | New |
| Waterloo Capital, L.P. | 484 | $247.2K | 0.02% | +484 | New |