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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 1,375 | $702.4K | 0.03% | +54+4.1% | Added |
| Fifth Third Wealth Advisors LLC | 1,376 | $702.9K | 0.02% | −105−7.1% | Reduced |
| Fortis Capital Management LLC | 1,390 | $709.8K | 0.09% | −45−3.1% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $715.2K | 0.24% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 1,408 | $719.3K | 0.64% | +1,408 | New |
| Fiduciary Family Office, LLC | 1,408 | $719.3K | 0.21% | −304−17.8% | Reduced |
| Opes Wealth Management LLC | 1,410 | $720.3K | 0.12% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,339 | $721.8K | 0.02% | −368−21.6% | Reduced |
| Seeds Investor LLC | 1,413 | $721.8K | 0.14% | −22−1.5% | Reduced |
| Evergreen Capital Management LLC | 1,414 | $722.3K | 0.02% | −807−36.3% | Reduced |
| Wellington Grp LLC | 1,416 | $723.4K | 0.24% | +1,416 | New |
| Westpac Banking Corp | 1,423 | $726.9K | 0.05% | −5−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 1,491 | $733.2K | 0.02% | +50+3.5% | Added |
| Mutual Advisors, LLC | 1,440 | $735.7K | 0.02% | −44−3.0% | Reduced |
| Castle Rock Wealth Management, LLC | 1,554 | $738.1K | 0.16% | +2+0.1% | Added |
| Hilltop National Bank | 1,451 | $741.2K | 0.18% | −5−0.3% | Reduced |
| Azzad Asset Management Inc | 1,457 | $744.4K | 0.07% | +46+3.3% | Added |
| Brave Asset Management Inc | 1,463 | $747.4K | 0.18% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,464 | $747.9K | 0.01% | −161−9.9% | Reduced |
| Ascent Group, LLC | 1,473 | $752.7K | 0.03% | −33−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 1,488 | $760.0K | 0.01% | −276−15.6% | Reduced |
| Cigna Investments Inc | 1,496 | $764.0K | 0.11% | −14−0.9% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 1,500 | $766.3K | 0.38% | −4,399−74.6% | Reduced |
| Polymer Capital Management (US) LLC | 1,503 | $767.8K | 0.10% | +292+24.1% | Added |
| Evercore Wealth Management, LLC | 1,504 | $768.3K | 0.01% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 1,505 | $768.8K | 0.26% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,529 | $781.1K | 0.03% | −1,784−53.8% | Reduced |
| Argent Trust Co | 1,530 | $781.6K | 0.03% | −48−3.0% | Reduced |
| Dempze Nancy E | 1,550 | $791.8K | 0.41% | +1,550 | New |
| Sowell Financial Services LLC | 1,556 | $794.8K | 0.03% | +4+0.3% | Added |
| Ashton Thomas Securities, LLC | 1,576 | $805.1K | 0.15% | −59−3.6% | Reduced |
| Crestmont Private Wealth LLC | 1,582 | $808.2K | 0.26% | +37+2.4% | Added |
| Dimension Capital Management LLC | 1,586 | $810.2K | 0.11% | 00.0% | Unchanged |
| Havemeyer Place LP | 1,590 | $812.3K | 0.16% | +1,590 | New |
| Personal Cfo Solutions, LLC | 1,600 | $817.5K | 0.13% | −19−1.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,602 | $818.4K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 1,611 | $822.9K | 0.00% | +196+13.9% | Added |
| Chicago Trust Co NA | 1,618 | $826.6K | 0.13% | −150−8.5% | Reduced |
| Atomi Financial Group, Inc. | 1,621 | $828.1K | 0.02% | +312+23.8% | Added |
| Fortis Capital Advisors, LLC | 1,623 | $829.1K | 0.12% | +1,623 | New |
| RMB Capital Management, LLC | 1,640 | $838.0K | 0.01% | +1+0.1% | Added |
| Davidson Trust Co | 1,641 | $838.3K | 0.35% | −33−2.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,664 | $850.1K | 0.01% | +20+1.2% | Added |
| Profund Advisors LLC | 1,681 | $858.7K | 0.03% | −445−20.9% | Reduced |
| Patriot Investment Management Inc. | 1,689 | $862.8K | 0.05% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 1,693 | $864.9K | 0.63% | −135−7.4% | Reduced |
| Invesco, LLC | 1,696 | $866.4K | 0.29% | +26+1.6% | Added |
| Ofi Invest Asset Management | 1,762 | $867.1K | 0.01% | +1,498+567.4% | Added |
| Aviso Financial Inc. | 1,707 | $872.0K | 0.03% | −38−2.2% | Reduced |
| Dearborn Partners LLC | 1,710 | $873.6K | 0.04% | −97−5.4% | Reduced |
| Baader Bank INC | 1,717 | $873.8K | 0.07% | −1,034−37.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,728 | $882.8K | 0.06% | −2−0.1% | Reduced |
| Trust Asset Management LLC | 1,731 | $884.3K | 0.06% | −65−3.6% | Reduced |
| Pensionmark Financial Group, LLC | 1,735 | $886.5K | 0.01% | +1,176+210.4% | Added |
| High Net Worth Advisory Group LLC | 1,740 | $888.9K | 0.20% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,741 | $889.4K | 0.11% | +176+11.2% | Added |
| GKV Capital Management Co., Inc. | 1,800 | $919.5K | 0.34% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,786 | $922.7K | 0.14% | +4+0.2% | Added |
| Sagespring Wealth Partners, LLC | 1,809 | $924.3K | 0.02% | +271+17.6% | Added |
| Sepio Capital, LP | 1,834 | $936.9K | 0.05% | +351+23.7% | Added |
| Spinnaker Trust | 1,840 | $940.0K | 0.05% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,862 | $951.2K | 0.15% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,866 | $953.0K | 0.04% | +1+0.1% | Added |
| Fishman Jay A Ltd | 1,875 | $957.8K | 0.08% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,890 | $965.5K | 0.26% | −6−0.3% | Reduced |
| Verdence Capital Advisors LLC | 1,895 | $968.2K | 0.06% | +21+1.1% | Added |
| Stamos Capital Partners, L.P. | 1,897 | $969.1K | 0.16% | +590+45.1% | Added |
| Concurrent Investment Advisors, LLC | 1,905 | $972.8K | 0.01% | −1,507−44.2% | Reduced |
| Simplicity Wealth,LLC | 1,907 | $974.2K | 0.06% | +205+12.0% | Added |
| GTS Securities LLC | 1,916 | $978.8K | 0.03% | +930+94.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,891 | $981.2K | 0.01% | +10+0.5% | Added |
| Whittier Trust Co | 1,856 | $989.1K | 0.01% | +5+0.3% | Added |
| EFG International AG | 1,938 | $990.0K | 0.02% | +1,938 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,948 | $995.1K | 0.00% | −652−25.1% | Reduced |
| Beacon Pointe Advisors, LLC | 1,951 | $996.8K | 0.01% | −2,598−57.1% | Reduced |
| Okabena Investment Services Inc | 1,952 | $997.2K | 0.19% | −301−13.4% | Reduced |
| Valeo Financial Advisors, LLC | 1,989 | $1.02M | 0.02% | +113+6.0% | Added |
| Enhancing Capital LLC | 2,000 | $1.02M | 0.73% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,001 | $1.02M | 0.02% | +246+14.0% | Added |
| Prospera Financial Services Inc | 2,017 | $1.03M | 0.02% | +1,562+343.3% | Added |
| Assetmark, Inc | 2,025 | $1.03M | 0.00% | +109+5.7% | Added |
| Choate Investment Advisors | 2,029 | $1.04M | 0.02% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,041 | $1.04M | 0.17% | +10+0.5% | Added |
| Sentry LLC | 2,042 | $1.04M | 0.29% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,042 | $1.04M | 0.00% | −742−26.7% | Reduced |
| Circle Wealth Management, LLC | 2,045 | $1.04M | 0.02% | +12+0.6% | Added |
| Waldron Private Wealth LLC | 2,052 | $1.05M | 0.04% | +3+0.1% | Added |
| Maple Capital Management, Inc. | 2,057 | $1.05M | 0.07% | −45−2.1% | Reduced |
| Stableford Capital II LLC | 2,067 | $1.06M | 0.38% | −65−3.0% | Reduced |
| Novem Group | 2,105 | $1.08M | 0.12% | +167+8.6% | Added |
| Aaron Wealth Advisors | 2,108 | $1.08M | 0.06% | +661+45.7% | Added |
| Mangrove Partners | 2,113 | $1.08M | 0.09% | +2,113 | New |
| Brookstone Capital Management | 2,140 | $1.09M | 0.01% | +155+7.8% | Added |
| Capital Analysts, LLC | 2,155 | $1.10M | 0.03% | −220−9.3% | Reduced |
| AlTi Global, Inc. | 2,156 | $1.10M | 0.02% | −23−1.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 2,228 | $1.11M | 0.09% | +2,228 | New |
| Global Retirement Partners, LLC | 2,174 | $1.11M | 0.02% | +1,503+224.0% | Added |
| Triangle Securities Wealth Management | 2,178 | $1.11M | 0.23% | +23+1.1% | Added |
| Westbourne Investment Advisors, Inc. | 2,186 | $1.12M | 0.31% | −100−4.4% | Reduced |
| EP Wealth Advisors, LLC | 2,202 | $1.12M | 0.01% | +2,202 | New |