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, 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
- 1,424
- +115 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
- 205
- 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 |
|---|---|---|---|---|---|
| Optas, LLC | 488 | $249.3K | 0.04% | +488 | New |
| Sage Mountain Advisors LLC | 488 | $249.3K | 0.01% | +488 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 489 | $249.8K | 0.00% | −253−34.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 492 | $251.3K | 0.01% | +11+2.3% | Added |
| Allen Capital Group, LLC | 497 | $253.9K | 0.02% | +27+5.7% | Added |
| Global Endowment Management, LP | 499 | $255.0K | 0.03% | −1,086−68.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 500 | $255.4K | 0.07% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 500 | $255.4K | 0.11% | 00.0% | Unchanged |
| Cherokee Insurance Co | 500 | $255.4K | 0.10% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 500 | $255.4K | 0.24% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 501 | $255.9K | 0.00% | +501 | New |
| Koshinski Asset Management, Inc. | 502 | $256.5K | 0.02% | +55+12.3% | Added |
| Wayfinding Financial, LLC | 505 | $258.0K | 0.11% | −7−1.4% | Reduced |
| Hancock Whitney Corp | 507 | $259.0K | 0.00% | −1−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 507 | $259.1K | 0.01% | +1+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 510 | $260.5K | 0.02% | −109−17.6% | Reduced |
| Resonant Capital Advisors, LLC | 512 | $261.6K | 0.01% | +44+9.4% | Added |
| Trust Point Inc. | 518 | $264.6K | 0.02% | +67+14.9% | Added |
| Mount Yale Investment Advisors, LLC | 520 | $265.7K | 0.01% | −294−36.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 523 | $267.2K | 0.20% | +523 | New |
| Norden Group LLC | 525 | $268.3K | 0.03% | +103+24.4% | Added |
| Asset Advisory Group, Inc. | 527 | $269.2K | 0.13% | +527 | New |
| Reliant Investment Management, LLC | 528 | $269.7K | 0.11% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 531 | $271.3K | 0.05% | −109−17.0% | Reduced |
| Sharkey, Howes & Javer | 533 | $272.3K | 0.03% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 533 | $272.3K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 534 | $272.8K | 0.01% | +534 | New |
| Ewa, LLC | 535 | $273.1K | 0.07% | +34+6.8% | Added |
| Prosperity Wealth Management, Inc. | 535 | $273.3K | 0.09% | 00.0% | Unchanged |
| CVA Family Office, LLC | 535 | $273.3K | 0.03% | +11+2.1% | Added |
| TCI Wealth Advisors, Inc. | 535 | $273.3K | 0.02% | +23+4.5% | Added |
| Principle Wealth Partners LLC | 535 | $273.4K | 0.02% | +4+0.8% | Added |
| Larson Financial Group LLC | 539 | $275.2K | 0.01% | −16−2.9% | Reduced |
| Lecap Asset Management Ltd | 540 | $275.9K | 0.11% | −3,787−87.5% | Reduced |
| Ignite Planners, LLC | 536 | $276.3K | 0.04% | +74+16.0% | Added |
| MONECO Advisors, LLC | 544 | $278.1K | 0.02% | −11−2.0% | Reduced |
| Endowment Wealth Management, Inc. | 546 | $278.7K | 0.13% | −60−9.9% | Reduced |
| Valmark Advisers, Inc. | 548 | $279.9K | 0.00% | +42+8.3% | Added |
| Panoramic Capital Partners, LLC | 551 | $281.5K | 0.17% | −37−6.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 551 | $281.5K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 553 | $282.5K | 0.04% | +58+11.7% | Added |
| Howe & Rusling Inc | 555 | $283.3K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 555 | $283.5K | 0.02% | −7−1.2% | Reduced |
| Hamilton Capital, LLC | 558 | $285.1K | 0.01% | +558 | New |
| Jefferies Financial Group Inc. | 559 | $285.6K | 0.00% | −9,463−94.4% | Reduced |
| D'Orazio & Associates, Inc. | 559 | $285.6K | 0.04% | +8+1.5% | Added |
| Beese Fulmer Investment Management, Inc. | 562 | $287.1K | 0.02% | −468−45.4% | Reduced |
| Busey Wealth Management | 563 | $287.6K | 0.01% | +6+1.1% | Added |
| Perpetual Ltd | 564 | $288.1K | 0.00% | +564 | New |
| SBI Securities Co., Ltd. | 567 | $289.7K | 0.01% | −4−0.7% | Reduced |
| Sensenig Capital Advisors, Inc | 567 | $289.7K | 0.29% | +567 | New |
| Net Worth Advisory Group | 569 | $290.8K | 0.06% | −41−6.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 572 | $292.3K | 0.07% | +23+4.2% | Added |
| Tyche Wealth Partners LLC | 574 | $293.0K | 0.05% | +1+0.2% | Added |
| OLIO Financial Planning | 574 | $293.4K | 0.08% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 575 | $293.7K | 0.04% | +69+13.6% | Added |
| Claret Asset Management Corp | 576 | $294.0K | 0.03% | −19−3.2% | Reduced |
| Atala Financial Inc | 576 | $294.3K | 0.19% | −101−14.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 579 | $296.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 580 | $296.5K | 0.01% | +50+9.4% | Added |
| D.B. Root & Company, LLC | 581 | $296.8K | 0.07% | −90−13.4% | Reduced |
| Catalyst Financial Partners LLC | 583 | $297.8K | 0.03% | +34+6.2% | Added |
| Wedbush Securities Inc | 583 | $298.0K | 0.01% | −35−5.7% | Reduced |
| Fox Run Management, L.L.C. | 584 | $298.3K | 0.05% | +65+12.5% | Added |
| Morris Financial Concepts, Inc. | 589 | $300.9K | 0.11% | −16−2.6% | Reduced |
| Highland Capital Management, LLC | 590 | $301.4K | 0.02% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 592 | $302.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 592 | $302.4K | 0.01% | +26+4.6% | Added |
| Cooper Financial Group | 598 | $305.6K | 0.03% | +49+8.9% | Added |
| First National Bank & Trust Co of Newtown | 600 | $306.5K | 0.06% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 600 | $306.5K | 0.04% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 600 | $306.5K | 0.13% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $306.5K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 604 | $308.8K | 0.02% | +94+18.4% | Added |
| Peapack Gladstone Financial Corp | 609 | $311.0K | 0.00% | −11−1.8% | Reduced |
| Alta Advisers Ltd | 611 | $312.1K | 0.11% | −200−24.7% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 613 | $313.2K | 0.20% | +613 | New |
| Sax Wealth Advisors, LLC | 614 | $313.7K | 0.01% | +33+5.7% | Added |
| Stokes Family Office, LLC | 617 | $315.2K | 0.03% | +617 | New |
| Twin Lakes Capital Management, LLC | 620 | $316.5K | 0.14% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 620 | $316.7K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 620 | $316.7K | 0.02% | +7+1.1% | Added |
| Pathway Financial Advisors LLC | 600 | $319.7K | 0.04% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 628 | $321.2K | 0.01% | +628 | New |
| Advyzon Investment Management, LLC | 633 | $323.6K | 0.04% | +190+42.9% | Added |
| Baron Wealth Management LLC | 636 | $325.0K | 0.10% | +30+5.0% | Added |
| Cypress Asset Management Inc | 639 | $326.4K | 0.07% | −8−1.2% | Reduced |
| Dunhill Financial, LLC | 641 | $327.5K | 0.08% | +2+0.3% | Added |
| Saybrook Capital | 643 | $328.5K | 0.08% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 645 | $329.5K | 0.28% | −45−6.5% | Reduced |
| TCG Advisory Services, LLC | 648 | $331.2K | 0.01% | +107+19.8% | Added |
| NorthRock Partners, LLC | 649 | $331.5K | 0.01% | −1,845−74.0% | Reduced |
| SmartHarvest Portfolios, LLC | 649 | $331.5K | 0.12% | +649 | New |
| Rothschild Investment LLC | 652 | $333.1K | 0.02% | +4+0.6% | Added |
| Baldwin Brothers Inc | 657 | $335.6K | 0.02% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 660 | $337.2K | 0.17% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 664 | $339.2K | 0.05% | +5+0.8% | Added |
| Gladstone Institutional Advisory LLC | 665 | $339.7K | 0.01% | −54−7.5% | Reduced |
| Close Asset Management Ltd | 670 | $342.0K | 0.01% | −50−6.9% | Reduced |
| Boston Family Office LLC | 671 | $343.0K | 0.02% | 00.0% | Unchanged |