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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 674 | $344.4K | 0.06% | −68−9.2% | Reduced |
| Harvest Fund Management Co., Ltd | 678 | $346.0K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 683 | $349.0K | 0.04% | −5−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 684 | $349.4K | 0.04% | +11+1.6% | Added |
| Salem Investment Counselors Inc | 687 | $351.0K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 687 | $351.1K | 0.01% | +2+0.3% | Added |
| Prelude Capital Management, LLC | 688 | $351.5K | 0.03% | +688 | New |
| Rice Hall James & Associates, LLC | 689 | $352.0K | 0.02% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 690 | $352.5K | 0.08% | +117+20.4% | Added |
| Maseco LLP | 690 | $352.6K | 0.02% | +690 | New |
| Outlook Wealth Advisors, LLC | 692 | $353.6K | 0.08% | −21−2.9% | Reduced |
| Boltwood Capital Management | 700 | $357.6K | 0.09% | −20−2.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $357.6K | 0.14% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 701 | $358.1K | 0.00% | +8+1.2% | Added |
| Plotkin Financial Advisors, LLC | 702 | $358.6K | 0.17% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 703 | $359.3K | 0.00% | +446+173.5% | Added |
| Sherbrooke Park Advisers LLC | 707 | $361.2K | 0.93% | +707 | New |
| Advisors Capital Management, LLC | 711 | $363.5K | 0.00% | +220+44.8% | Added |
| Stephens Inc | 712 | $363.9K | 0.00% | +127+21.7% | Added |
| Capital Group Private Client Services, Inc. | 715 | $365.3K | 0.01% | 00.0% | Unchanged |
| Carson Advisory Inc. | 720 | $367.8K | 0.19% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 724 | $369.9K | 0.02% | −100−12.1% | Reduced |
| Fiduciary Financial Group, LLC | 725 | $370.4K | 0.05% | +32+4.6% | Added |
| HCR Wealth Advisors | 729 | $372.4K | 0.04% | +27+3.8% | Added |
| Guardian Wealth Advisors, LLC | 731 | $373.4K | 0.02% | −50−6.4% | Reduced |
| Keel Point, LLC | 733 | $374.7K | 0.02% | +37+5.3% | Added |
| Kingsview Wealth Management, LLC | 736 | $375.9K | 0.01% | −68−8.5% | Reduced |
| AlphaGrep UK Ltd | 737 | $376.5K | 0.13% | +737 | New |
| Picton Mahoney Asset Management | 738 | $377.0K | 0.00% | −1,287−63.6% | Reduced |
| VestGen Advisors, LLC | 739 | $377.5K | 0.02% | −614−45.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 742 | $379.1K | 0.25% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 750 | $383.1K | 0.02% | −250−25.0% | Reduced |
| Guyasuta Investment Advisors Inc | 753 | $384.7K | 0.02% | +20+2.7% | Added |
| 71 West Capital Partners | 757 | $386.7K | 0.02% | +757 | New |
| L2 Asset Management, LLC | 759 | $387.7K | 0.05% | +49+6.9% | Added |
| Financial Consulate, Inc | 764 | $390.1K | 0.05% | −152−16.6% | Reduced |
| Independence Bank of Kentucky | 769 | $392.8K | 0.05% | +11+1.5% | Added |
| Cozad Asset Management Inc | 770 | $393.4K | 0.03% | −100−11.5% | Reduced |
| CBOE Vest Financial, LLC | 776 | $396.4K | 0.01% | +776 | New |
| Simmons Bank | 776 | $396.4K | 0.03% | +275+54.9% | Added |
| Heritage Trust Co | 777 | $396.9K | 0.04% | +2+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 781 | $399.0K | 0.03% | +4+0.5% | Added |
| FourThought Financial Partners, LLC | 784 | $400.5K | 0.03% | +61+8.4% | Added |
| GAM Holding AG | 784 | $400.5K | 0.03% | +784 | New |
| Legacy Advisors, LLC | 791 | $404.1K | 0.04% | +61+8.4% | Added |
| Cambient Family Office, LLC | 792 | $404.6K | 0.06% | +792 | New |
| Sun Financial Inc | 793 | $405.0K | 0.23% | +793 | New |
| McLean Asset Management Corp | 756 | $405.1K | 0.07% | −6−0.8% | Reduced |
| Fagan Associates, Inc. | 795 | $406.1K | 0.05% | +795 | New |
| Smith Group Asset Management, LLC | 797 | $407.1K | 0.02% | +797 | New |
| GSB Wealth Management, LLC | 799 | $408.2K | 0.09% | +2+0.3% | Added |
| Values Added Financial LLC | 804 | $410.7K | 0.17% | −10−1.2% | Reduced |
| Clarius Group, LLC | 806 | $411.7K | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 810 | $413.8K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 811 | $414.3K | 0.01% | −105−11.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 815 | $416.2K | 0.06% | +4+0.5% | Added |
| Integrated Wealth Concepts LLC | 815 | $416.3K | 0.00% | −986−54.7% | Reduced |
| PFG Advisors | 815 | $416.3K | 0.02% | −807−49.8% | Reduced |
| Great Valley Advisor Group, Inc. | 819 | $418.4K | 0.01% | −28−3.3% | Reduced |
| Tributary Capital Management, LLC | 820 | $418.9K | 0.04% | −35−4.1% | Reduced |
| Forum Financial Management, LP | 821 | $419.4K | 0.01% | +11+1.4% | Added |
| Auto-Owners Insurance Co | 823 | $420.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 824 | $420.9K | 0.01% | −14−1.7% | Reduced |
| Western Wealth Management, LLC | 825 | $421.7K | 0.02% | −2−0.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 941 | $423.1K | 0.12% | +21+2.3% | Added |
| American National Bank | 829 | $423.5K | 0.04% | +11+1.3% | Added |
| United Financial Planning Group LLC | 836 | $427.1K | 0.26% | −427−33.8% | Reduced |
| 4J Wealth Management LLC | 837 | $427.4K | 0.24% | −15−1.8% | Reduced |
| Shelton Capital Management | 838 | $428.1K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 842 | $430.1K | 0.01% | −13−1.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 842 | $430.1K | 0.01% | +10+1.2% | Added |
| Castleview Partners, LLC | 843 | $430.6K | 0.21% | +48+6.0% | Added |
| Conning Inc. | 847 | $432.7K | 0.01% | +133+18.6% | Added |
| Range Advisory, LLC | 848 | $433.2K | 0.11% | +848 | New |
| Baker Avenue Asset Management, LP | 848 | $433.3K | 0.01% | +848 | New |
| Axq Capital, LP | 849 | $433.7K | 0.10% | +849 | New |
| Penserra Capital Management LLC | 858 | $437.0K | 0.01% | −7−0.8% | Reduced |
| Flputnam Investment Management Co | 859 | $438.9K | 0.01% | −33−3.7% | Reduced |
| Journey Strategic Wealth LLC | 869 | $443.9K | 0.01% | +288+49.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 875 | $447.0K | 0.00% | −2,541−74.4% | Reduced |
| Canandaigua National Trust Co of Florida | 877 | $448.0K | 0.28% | +877 | New |
| Pinnacle Financial Partners, Inc. | 881 | $450.1K | 0.00% | +881 | New |
| Clifford Swan Investment Counsel LLC | 888 | $453.6K | 0.02% | −20−2.2% | Reduced |
| Avestar Capital, LLC | 888 | $453.6K | 0.03% | −1−0.1% | Reduced |
| Sunflower Bank, N.A. | 888 | $453.6K | 0.11% | +1+0.1% | Added |
| New Republic Capital, LLC | 889 | $454.1K | 0.12% | +399+81.4% | Added |
| Prescott Group Capital Management, L.L.C. | 904 | $461.8K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 904 | $461.8K | 0.06% | 00.0% | Unchanged |
| Optimize Financial Inc | 916 | $467.9K | 0.24% | +12+1.3% | Added |
| Larry Mathis Financial Planning, LLC | 917 | $468.4K | 0.41% | +917 | New |
| Baker Ellis Asset Management LLC | 919 | $469.5K | 0.06% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 924 | $472.0K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 927 | $473.3K | 0.02% | −32−3.3% | Reduced |
| Ronald Blue Trust, Inc. | 934 | $477.1K | 0.01% | −657−41.3% | Reduced |
| Legacy Financial Advisors, Inc. | 944 | $482.2K | 0.07% | −31−3.2% | Reduced |
| Hutner Capital Management Inc | 945 | $482.8K | 0.20% | 00.0% | Unchanged |
| West Family Investments, Inc. | 945 | $482.8K | 0.11% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 951 | $485.8K | 0.07% | +951 | New |
| Meiji Yasuda Asset Management Co Ltd. | 955 | $487.9K | 0.02% | +116+13.8% | Added |
| Ted Buchan & Co | 955 | $487.9K | 0.18% | +368+62.7% | Added |