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 |
|---|---|---|---|---|---|
| Groupe la Francaise | 960 | $490.4K | 0.01% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 964 | $492.5K | 0.09% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 964 | $492.5K | 0.05% | −26−2.6% | Reduced |
| Shearwater Capital LLC | 964 | $492.6K | 0.28% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 965 | $493.0K | 0.04% | −20−2.0% | Reduced |
| Baxter Bros Inc | 972 | $496.5K | 0.06% | +23+2.4% | Added |
| J2 Capital Management Inc | 976 | $498.6K | 0.36% | +256+35.6% | Added |
| Mission Wealth Management, LP | 982 | $501.7K | 0.01% | +3+0.3% | Added |
| Cornerstone Advisory, LLC | 986 | $503.7K | 0.05% | 00.0% | Unchanged |
| Anchyra Partners LLC | 986 | $503.7K | 0.15% | +986 | New |
| Texas Bank & Trust Co | 1,000 | $510.9K | 0.19% | 00.0% | Unchanged |
| Trust Co | 1,001 | $511.4K | 0.05% | +1,001 | New |
| Capital Advisors, Ltd. LLC | 1,004 | $513.0K | 0.06% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,005 | $513.4K | 0.07% | −6,819−87.2% | Reduced |
| FineMark National Bank & Trust | 1,005 | $513.4K | 0.02% | −8−0.8% | Reduced |
| Edgestream Partners, L.P. | 1,019 | $520.6K | 0.01% | −113−10.0% | Reduced |
| Broadleaf Partners, LLC | 1,020 | $521.1K | 0.11% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 975 | $521.4K | 0.02% | −8,924−90.2% | Reduced |
| RFG Advisory, LLC | 1,021 | $521.4K | 0.01% | +52+5.4% | Added |
| denkapparat Operations GmbH | 1,026 | $524.1K | 0.29% | +1,026 | New |
| Qtron Investments LLC | 1,030 | $526.2K | 0.07% | −988−49.0% | Reduced |
| Empower Advisory Group, LLC | 1,030 | $526.2K | 0.00% | −144−12.3% | Reduced |
| Howard Capital Management Inc. | 1,032 | $527.2K | 0.01% | +5+0.5% | Added |
| SkyView Investment Advisors, LLC | 1,033 | $528.0K | 0.07% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,038 | $530.3K | 0.15% | −3−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 1,042 | $532.3K | 0.03% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,043 | $532.8K | 0.04% | +164+18.7% | Added |
| Chronos Wealth Management, LLC | 1,050 | $536.4K | 0.25% | −50−4.5% | Reduced |
| Howland Capital Management LLC | 1,053 | $537.9K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,041 | $539.5K | 0.03% | +42+4.2% | Added |
| Premier Path Wealth Partners, LLC | 1,059 | $540.9K | 0.07% | +272+34.6% | Added |
| Moneta Group Investment Advisors LLC | 1,059 | $541.2K | 0.00% | −2−0.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,062 | $542.5K | 0.02% | +1,062 | New |
| PDS Planning, Inc | 1,064 | $543.5K | 0.04% | −93−8.0% | Reduced |
| Charter Trust Co | 1,065 | $544.1K | 0.03% | −145−12.0% | Reduced |
| Abacus Wealth Partners, LLC | 1,070 | $546.6K | 0.05% | +1,070 | New |
| Boston Private Wealth LLC | 1,071 | $547.2K | 0.03% | −72−6.3% | Reduced |
| Matrix Trust Co | 1,072 | $548.0K | 0.09% | +106+11.0% | Added |
| Carnegie Capital Asset Management, LLC | 1,081 | $552.2K | 0.01% | +20+1.9% | Added |
| 111 Capital | 1,085 | $554.3K | 0.12% | −75−6.5% | Reduced |
| Frec Markets, Inc. | 1,086 | $555.0K | 0.16% | +1,086 | New |
| Kera Capital Partners, Inc. | 1,081 | $557.3K | 0.07% | +220+25.6% | Added |
| Kathmere Capital Management, LLC | 1,095 | $559.6K | 0.04% | +30+2.8% | Added |
| Wilkins Investment Counsel Inc | 1,100 | $561.9K | 0.08% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,105 | $564.5K | 0.13% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,107 | $565.7K | 0.01% | +164+17.4% | Added |
| Checchi Capital Advisers, LLC | 1,110 | $567.0K | 0.04% | −35−3.1% | Reduced |
| Bridgewater Advisors Inc. | 1,085 | $569.2K | 0.04% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,118 | $571.1K | 0.05% | +110+10.9% | Added |
| NBC Securities, Inc. | 1,124 | $574.3K | 0.04% | +142+14.5% | Added |
| Mather Group, LLC. | 1,127 | $575.9K | 0.01% | +34+3.1% | Added |
| International Assets Investment Management, LLC | 1,131 | $577.8K | 0.04% | −422−27.2% | Reduced |
| Oak Thistle LLC | 1,134 | $579.3K | 0.08% | +1,134 | New |
| Fidelis Capital Partners, LLC | 1,135 | $579.8K | 0.04% | −12−1.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,171 | $584.5K | 0.23% | −57−4.6% | Reduced |
| Legacy Private Trust Co. | 1,145 | $584.9K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,150 | $587.7K | 0.07% | +8+0.7% | Added |
| Legacy Capital Wealth Partners, LLC | 1,152 | $588.5K | 0.13% | −3−0.3% | Reduced |
| Kesler, Norman & Wride, LLC | 1,154 | $589.5K | 0.10% | +116+11.2% | Added |
| Silvercrest Asset Management Group LLC | 1,159 | $592.1K | 0.00% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,162 | $593.6K | 0.08% | +50+4.5% | Added |
| Camden Capital, LLC | 1,162 | $593.9K | 0.04% | −285−19.7% | Reduced |
| Savvy Advisors, Inc. | 1,168 | $596.7K | 0.02% | +135+13.1% | Added |
| Braeburn Wealth Management LLC | 1,181 | $603.3K | 0.31% | +1,181 | New |
| Addison Advisors LLC | 1,182 | $603.8K | 0.14% | +4+0.3% | Added |
| Ellevest, Inc. | 1,186 | $605.9K | 0.08% | +1+0.1% | Added |
| Sage Rhino Capital LLC | 1,187 | $606.4K | 0.11% | +1,187 | New |
| Lansing Street Advisors | 1,189 | $607.4K | 0.16% | +1,189 | New |
| Cyndeo Wealth Partners, LLC | 1,190 | $608.0K | 0.03% | +472+65.7% | Added |
| Fayez Sarofim & Co | 1,200 | $613.0K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,200 | $613.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Corp | 1,207 | $616.6K | 0.03% | −34−2.7% | Reduced |
| Cross Staff Investments Inc | 1,212 | $619.1K | 0.38% | 00.0% | Unchanged |
| Dodge & Cox | 1,213 | $619.7K | 0.00% | −353−22.5% | Reduced |
| Meridian Wealth Management, LLC | 1,214 | $620.2K | 0.02% | +96+8.6% | Added |
| Planning Alternatives Ltd | 1,215 | $620.7K | 0.08% | +1,215 | New |
| Spirepoint Private Client, LLC | 1,219 | $622.8K | 0.06% | +45+3.8% | Added |
| Legacy Wealth Asset Management, LLC | 1,234 | $630.4K | 0.15% | +58+4.9% | Added |
| Krilogy Financial LLC | 1,200 | $630.6K | 0.02% | +114+10.5% | Added |
| CX Institutional | 1,247 | $637.0K | 0.02% | +26+2.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,258 | $643.0K | 0.25% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,260 | $643.6K | 0.25% | +1,260 | New |
| Shelter Rock Management, LLC | 1,261 | $644.6K | 0.65% | +1,261 | New |
| Accurate Wealth Management, LLC | 1,218 | $647.5K | 0.08% | +45+3.8% | Added |
| Haverford Trust Co | 1,274 | $650.8K | 0.01% | +3+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 1,274 | $650.9K | 0.03% | +72+6.0% | Added |
| HWG Holdings LP | 1,280 | $653.9K | 0.16% | −3,068−70.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,280 | $653.9K | 0.03% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 1,284 | $655.9K | 0.40% | +20+1.6% | Added |
| Resurgent Financial Advisors LLC | 1,285 | $656.4K | 0.33% | −273−17.5% | Reduced |
| Avidian Wealth Solutions, LLC | 1,292 | $659.8K | 0.02% | +63+5.1% | Added |
| Abel Hall, LLC | 1,293 | $660.8K | 0.15% | +769+146.8% | Added |
| DDD Partners, LLC | 1,299 | $663.6K | 0.04% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 1,315 | $671.8K | 0.16% | +20+1.5% | Added |
| PCM Encore, LLC | 1,321 | $675.0K | 0.14% | +1,321 | New |
| Trust Co of Vermont | 1,327 | $677.9K | 0.03% | +173+15.0% | Added |
| Cache Advisors, LLC | 1,336 | $682.5K | 0.08% | +240+21.9% | Added |
| SummitTX Capital, L.P. | 1,362 | $695.8K | 0.02% | −1,214−47.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,373 | $701.4K | 0.02% | −33−2.3% | Reduced |
| Patton Albertson Miller Group, LLC | 1,375 | $702.4K | 0.08% | 00.0% | Unchanged |