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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 2,215 | $1.13M | 0.12% | +484+28.0% | Added |
| Bluedoor Private Wealth, LLC | 2,231 | $1.14M | 0.53% | +2,231 | New |
| KG&L Capital Management,LLC | 2,253 | $1.15M | 0.30% | +266+13.4% | Added |
| Benin Management CORP | 2,283 | $1.17M | 0.26% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,300 | $1.17M | 0.01% | +2,300 | New |
| CenterBook Partners LP | 2,317 | $1.18M | 0.06% | −8,354−78.3% | Reduced |
| Heritage Family Offices, LLP | 2,323 | $1.19M | 0.54% | −162−6.5% | Reduced |
| Lord, Abbett & Co. LLC | 2,324 | $1.19M | 0.00% | −2,690−53.6% | Reduced |
| Smart Money Group LLC | 2,336 | $1.19M | 0.35% | +10+0.4% | Added |
| Avanda Investment Management Pte. Ltd. | 2,350 | $1.20M | 1.19% | −50−2.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,330 | $1.20M | 0.11% | −298−11.3% | Reduced |
| Balyasny Asset Management LLC | 2,371 | $1.21M | 0.00% | −195,455−98.8% | Reduced |
| Impax Asset Management Group plc | 2,380 | $1.22M | 0.01% | 00.0% | Unchanged |
| Promethium Advisors,llc | 2,386 | $1.22M | 0.66% | +163+7.3% | Added |
| Genus Capital Management Inc. | 2,388 | $1.22M | 0.14% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 2,390 | $1.22M | 0.31% | +5+0.2% | Added |
| Summit Financial, LLC | 2,414 | $1.23M | 0.02% | +138+6.1% | Added |
| Adviser Investments LLC | 2,419 | $1.24M | 0.01% | +179+8.0% | Added |
| TCW Group Inc | 2,441 | $1.25M | 0.01% | +2,441 | New |
| Guardian Capital LP | 2,442 | $1.25M | 0.04% | +506+26.1% | Added |
| Prime Capital Investment Advisors, LLC | 2,495 | $1.27M | 0.02% | +225+9.9% | Added |
| Hingham Institution for Savings | 2,500 | $1.28M | 1.05% | +2,500 | New |
| Meadowbrook Advisors Group, LLC | 2,534 | $1.29M | 0.73% | +2,534 | New |
| Warren Averett Asset Management, LLC | 2,535 | $1.29M | 0.01% | +1,747+221.7% | Added |
| Anchor Investment Management, LLC | 2,538 | $1.30M | 0.11% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,551 | $1.30M | 0.06% | +9+0.4% | Added |
| Washington Trust Advisors, Inc. | 2,555 | $1.31M | 0.10% | −121−4.5% | Reduced |
| Key Financial Inc | 2,566 | $1.31M | 0.24% | −4−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,603 | $1.33M | 0.04% | +19+0.7% | Added |
| LVW Advisors, LLC | 2,607 | $1.33M | 0.13% | +163+6.7% | Added |
| Quest Partners LLC | 2,618 | $1.34M | 0.07% | +112+4.5% | Added |
| GAMMA Investing LLC | 2,621 | $1.34M | 0.07% | −333−11.3% | Reduced |
| Cynosure Management, LLC | 2,629 | $1.34M | 0.14% | +909+52.8% | Added |
| Independent Advisor Alliance | 2,636 | $1.35M | 0.03% | −159−5.7% | Reduced |
| Applied Finance Capital Management, LLC | 2,707 | $1.38M | 0.10% | +394+17.0% | Added |
| Wedmont Private Capital | 2,619 | $1.39M | 0.05% | +111+4.4% | Added |
| Pilgrim Partners Asia Pte Ltd | 2,740 | $1.40M | 0.67% | −670−19.6% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $1.40M | 0.16% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,751 | $1.41M | 0.08% | −38−1.4% | Reduced |
| Syon Capital LLC | 2,762 | $1.41M | 0.07% | +485+21.3% | Added |
| MOKAN Wealth Management Inc. | 2,769 | $1.41M | 0.63% | +2,769 | New |
| Advisory Alpha, LLC | 2,793 | $1.43M | 0.04% | +289+11.5% | Added |
| Marex Group plc | 2,804 | $1.43M | 0.02% | +2,223+382.6% | Added |
| Accretive Wealth Partners, LLC | 2,805 | $1.43M | 0.43% | −8−0.3% | Reduced |
| Cypress Capital Group | 2,849 | $1.46M | 0.16% | −180−5.9% | Reduced |
| Stance Capital LLC | 2,873 | $1.47M | 0.54% | +250+9.5% | Added |
| Belpointe Asset Management LLC | 2,878 | $1.47M | 0.05% | +2,878 | New |
| Central Trust Co | 2,883 | $1.47M | 0.03% | +205+7.7% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,888 | $1.48M | 0.05% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 2,896 | $1.48M | 0.50% | +2,896 | New |
| Sunbelt Securities, Inc. | 2,897 | $1.48M | 0.10% | −3−0.1% | Reduced |
| Plato Investment Management Ltd | 2,892 | $1.48M | 0.10% | 00.0% | Unchanged |
| Tobam | 2,987 | $1.53M | 0.37% | +2,975+24,791.7% | Added |
| Tiptree Advisors, LLC | 3,000 | $1.53M | 0.88% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,002 | $1.53M | 0.10% | +43+1.5% | Added |
| Integrated Quantitative Investments LLC | 3,012 | $1.54M | 0.33% | +3,012 | New |
| Highview Capital Management LLC | 3,028 | $1.55M | 0.55% | +872+40.4% | Added |
| Equitable Trust Co | 3,034 | $1.55M | 0.07% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 3,036 | $1.55M | 0.76% | −40−1.3% | Reduced |
| XTX Topco Ltd | 3,039 | $1.55M | 0.04% | +3,039 | New |
| Jump Financial, LLC | 3,056 | $1.56M | 0.02% | +2,464+416.2% | Added |
| Harbor Capital Advisors, Inc. | 3,091 | $1.58M | 0.12% | −5−0.2% | Reduced |
| Hantz Financial Services, Inc. | 3,100 | $1.58M | 0.02% | −330−9.6% | Reduced |
| Leonteq Securities AG | 3,107 | $1.59M | 0.08% | −2,566−45.2% | Reduced |
| Ironwood Investment Counsel, LLC | 3,108 | $1.59M | 0.22% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,112 | $1.59M | 0.44% | +52+1.7% | Added |
| Mystic Asset Management, Inc. | 3,116 | $1.59M | 0.36% | −232−6.9% | Reduced |
| CWA Asset Management Group, LLC | 3,129 | $1.60M | 0.06% | +112+3.7% | Added |
| Round Hill Asset Management | 3,149 | $1.61M | 1.01% | −150−4.5% | Reduced |
| Bridges Investment Management Inc | 3,166 | $1.62M | 0.02% | +136+4.5% | Added |
| Consolidated Planning Corp | 3,199 | $1.63M | 0.16% | +3,199 | New |
| Two Sigma Securities, LLC | 3,206 | $1.64M | 0.23% | +1,103+52.4% | Added |
| Savant Capital, LLC | 3,239 | $1.65M | 0.01% | +132+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,245 | $1.66M | 0.01% | +134+4.3% | Added |
| Bridgefront Capital, LLC | 3,256 | $1.66M | 0.42% | −3−0.1% | Reduced |
| Principal Securities, Inc. | 3,285 | $1.68M | 0.03% | +107+3.4% | Added |
| Bokf, NA | 3,292 | $1.68M | 0.03% | −59−1.8% | Reduced |
| Atom Investors LP | 3,294 | $1.68M | 0.13% | +157+5.0% | Added |
| General Partner, Inc. | 3,295 | $1.68M | 0.95% | 00.0% | Unchanged |
| Change Path, LLC | 3,317 | $1.69M | 0.04% | −131−3.8% | Reduced |
| HM Payson & Co | 3,326 | $1.70M | 0.02% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,331 | $1.70M | 0.33% | −291−8.0% | Reduced |
| Everence Capital Management Inc | 3,375 | $1.72M | 0.10% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,389 | $1.73M | 0.17% | −151−4.3% | Reduced |
| Park Avenue Securities LLC | 3,410 | $1.74M | 0.01% | −193−5.4% | Reduced |
| Coldstream Capital Management Inc | 3,416 | $1.75M | 0.02% | −968−22.1% | Reduced |
| Reflection Asset Management | 3,438 | $1.76M | 1.25% | +3,438 | New |
| V-Square Quantitative Management LLC | 3,444 | $1.76M | 0.18% | +3,444 | New |
| Cresset Asset Management, LLC | 3,448 | $1.76M | 0.01% | +944+37.7% | Added |
| GeoWealth Management, LLC | 3,450 | $1.76M | 0.06% | −35−1.0% | Reduced |
| J. R. Prunier Capital Management LLC | 3,460 | $1.77M | 0.73% | +3,460 | New |
| Monte Financial Group, LLC | 3,474 | $1.77M | 0.66% | +159+4.8% | Added |
| Knollwood Investment Advisory, LLC | 3,497 | $1.79M | 0.17% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 3,514 | $1.80M | 0.02% | +3,514 | New |
| Smartleaf Asset Management LLC | 3,499 | $1.80M | 0.07% | +488+16.2% | Added |
| Eventide Asset Management, LLC | 3,520 | $1.82M | 0.03% | +735+26.4% | Added |
| Great Lakes Retirement, Inc. | 3,603 | $1.84M | 0.19% | +243+7.2% | Added |
| Venturi Wealth Management, LLC | 3,633 | $1.86M | 0.08% | +70+2.0% | Added |
| Legato Capital Management LLC | 3,648 | $1.86M | 0.16% | +1,826+100.2% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.88M | 0.71% | 00.0% | Unchanged |