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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 3,698 | $1.89M | 0.03% | +6+0.2% | Added |
| Ferguson Wellman Capital Management, Inc | 3,723 | $1.90M | 0.03% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.90M | 0.58% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,799 | $1.94M | 0.05% | −289−7.1% | Reduced |
| IFP Advisors, Inc | 3,841 | $1.96M | 0.04% | −26−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,861 | $1.97M | 0.06% | −4,923−56.0% | Reduced |
| Virtus Investment Advisers, Inc. | 3,886 | $1.99M | 0.54% | +274+7.6% | Added |
| Banco Santander, S.A. | 3,887 | $1.99M | 0.01% | −21,785−84.9% | Reduced |
| Advisory Services Network, LLC | 3,892 | $1.99M | 0.03% | +37+1.0% | Added |
| Kornitzer Capital Management Inc | 3,895 | $1.99M | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,940 | $2.01M | 0.03% | −833−17.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,940 | $2.01M | 0.00% | +46+1.2% | Added |
| Texas Yale Capital Corp. | 3,944 | $2.01M | 0.06% | 00.0% | Unchanged |
| Totem Point Management, LLC | 3,953 | $2.02M | 2.01% | +3,953 | New |
| Angeles Wealth Management, LLC | 4,034 | $2.06M | 0.11% | +27+0.7% | Added |
| Essex Savings Bank | 4,090 | $2.09M | 0.45% | +4+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,091 | $2.09M | 0.14% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 4,133 | $2.11M | 0.13% | −28−0.7% | Reduced |
| Rodgers Brothers Inc. | 4,161 | $2.13M | 0.25% | +3+0.1% | Added |
| Securian Asset Management, Inc | 4,172 | $2.13M | 0.08% | −3,377−44.7% | Reduced |
| Rockline Wealth Management, LLC | 4,327 | $2.21M | 0.45% | +332+8.3% | Added |
| Kovitz Investment Group Partners, LLC | 4,347 | $2.22M | 0.05% | −17,387−80.0% | Reduced |
| Saturna Capital CORP | 4,368 | $2.23M | 0.03% | −313−6.7% | Reduced |
| Parallel Advisors, LLC | 4,383 | $2.24M | 0.04% | +40+0.9% | Added |
| Private Advisor Group, LLC | 4,425 | $2.26M | 0.01% | +628+16.5% | Added |
| Sciencast Management LP | 4,449 | $2.27M | 0.31% | +1,038+30.4% | Added |
| TFR Capital, LLC. | 4,467 | $2.28M | 0.76% | +74+1.7% | Added |
| Intesa Sanpaolo S.p.A. | 4,428 | $2.28M | 0.15% | +4,428 | New |
| RSM US Wealth Management LLC | 4,448 | $2.29M | 0.03% | −783−15.0% | Reduced |
| Rossmore Private Capital | 4,501 | $2.30M | 0.21% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,509 | $2.30M | 0.08% | −1,864−29.2% | Reduced |
| Meeder Advisory Services, Inc. | 4,591 | $2.35M | 0.10% | +99+2.2% | Added |
| S-Bank Fund Management Ltd | 4,619 | $2.36M | 0.31% | −108−2.3% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 4,630 | $2.37M | 4.89% | +4,520+4,109.1% | Added |
| Summit Trail Advisors, LLC | 4,634 | $2.37M | 0.04% | +45+1.0% | Added |
| Katamaran Capital LLP | 4,651 | $2.38M | 1.80% | −4,322−48.2% | Reduced |
| Ellsworth Advisors, LLC | 4,425 | $2.39M | 0.47% | +712+19.2% | Added |
| Ostrum Asset Management | 4,700 | $2.40M | 0.12% | −499−9.6% | Reduced |
| Blue Fin Capital, Inc. | 4,710 | $2.41M | 0.37% | −251−5.1% | Reduced |
| Gateway Investment Advisers LLC | 4,738 | $2.42M | 0.02% | +1,384+41.3% | Added |
| Bryn Mawr Trust Co | 4,771 | $2.44M | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,818 | $2.46M | 0.04% | +197+4.3% | Added |
| Farther Finance Advisors, LLC | 4,836 | $2.47M | 0.03% | +2,637+119.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,901 | $2.50M | 0.03% | −15−0.3% | Reduced |
| Los Angeles Capital Management LLC | 5,257 | $2.52M | 0.01% | −3,454−39.7% | Reduced |
| Advisors Asset Management, Inc. | 4,940 | $2.52M | 0.04% | +1,345+37.4% | Added |
| Vise Technologies, Inc. | 4,999 | $2.55M | 0.05% | +1,412+39.4% | Added |
| Naples Global Advisors, LLC | 5,042 | $2.58M | 0.19% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,084 | $2.60M | 0.06% | +870+20.6% | Added |
| Rehmann Capital Advisory Group | 5,088 | $2.60M | 0.14% | −76−1.5% | Reduced |
| Crewe Advisors LLC | 5,108 | $2.61M | 0.23% | −312−5.8% | Reduced |
| Rathbone Brothers plc | 5,148 | $2.63M | 0.01% | −2,428−32.0% | Reduced |
| Johnson Financial Group, LLC | 5,177 | $2.64M | 0.16% | +5,177 | New |
| Nomura Holdings Inc | 5,192 | $2.65M | 0.01% | −1,000−16.1% | Reduced |
| Skopos Labs, Inc. | 5,128 | $2.66M | 0.12% | +1,990+63.4% | Added |
| Kirtland Hills Capital Management, LLC | 5,254 | $2.68M | 0.94% | +193+3.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,259 | $2.69M | 0.01% | −183−3.4% | Reduced |
| North Dakota State Investment Board | 5,332 | $2.72M | 0.10% | +5,332 | New |
| Empirical Finance, LLC | 5,345 | $2.73M | 0.13% | −231−4.1% | Reduced |
| Blue Edge Capital, LLC | 5,393 | $2.76M | 0.37% | +1,174+27.8% | Added |
| Apollon Wealth Management, LLC | 5,424 | $2.77M | 0.05% | +47+0.9% | Added |
| Bell Asset Management Ltd | 5,403 | $2.78M | 0.74% | +35+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,444 | $2.78M | 0.01% | −26−0.5% | Reduced |
| MAI Capital Management | 5,446 | $2.78M | 0.02% | +261+5.0% | Added |
| Williams Jones Wealth Management, LLC. | 5,459 | $2.79M | 0.03% | −24−0.4% | Reduced |
| Lazard Asset Management LLC | 5,501 | $2.81M | 0.00% | −123−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 5,383 | $2.82M | 0.07% | −560−9.4% | Reduced |
| Value Partners Investments Inc. | 5,557 | $2.84M | 0.22% | +62+1.1% | Added |
| Burney Co | 5,574 | $2.85M | 0.09% | −308−5.2% | Reduced |
| Raiffeisen Bank International AG | 5,529 | $2.85M | 0.04% | +1,825+49.3% | Added |
| LMCG Investments, LLC | 5,587 | $2.85M | 0.16% | +273+5.1% | Added |
| E. Ohman J:or Asset Management AB | 5,604 | $2.86M | 0.07% | −1,439−20.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,622 | $2.87M | 0.02% | +199+3.7% | Added |
| Transcend Wealth Collective, LLC | 5,630 | $2.88M | 0.22% | −33−0.6% | Reduced |
| GWM Advisors LLC | 5,636 | $2.88M | 0.01% | +2,213+64.7% | Added |
| ISAM Funds (UK) Ltd | 5,655 | $2.89M | 1.04% | +4,018+245.4% | Added |
| Sequoia Financial Advisors, LLC | 5,693 | $2.91M | 0.02% | +1,092+23.7% | Added |
| Qsemble Capital Management, LP | 5,703 | $2.91M | 0.24% | +2,505+78.3% | Added |
| Quadrant Capital Group LLC | 5,706 | $2.91M | 0.09% | +807+16.5% | Added |
| Keebeck Wealth Management, LLC | 5,727 | $2.93M | 0.34% | −136−2.3% | Reduced |
| Webster Bank, N. A. | 5,762 | $2.94M | 0.28% | +137+2.4% | Added |
| Clearstead Advisors, LLC | 5,767 | $2.95M | 0.04% | +284+5.2% | Added |
| Andra AP-fonden | 5,800 | $2.96M | 0.04% | +5,800 | New |
| Applied Capital LLC | 5,810 | $2.97M | 2.03% | +3+0.1% | Added |
| Exchange Traded Concepts, LLC | 5,812 | $2.97M | 0.02% | +933+19.1% | Added |
| Brinker Capital Investments, LLC | 5,853 | $2.99M | 0.02% | −1,641−21.9% | Reduced |
| United Capital Financial Advisers, LLC | 5,874 | $3.00M | 0.02% | +147+2.6% | Added |
| Van Den Berg Management I, Inc | 5,927 | $3.03M | 0.69% | −132−2.2% | Reduced |
| Omers Administration Corp | 5,964 | $3.05M | 0.02% | −3,600−37.6% | Reduced |
| Tiaa Trust, National Association | 5,997 | $3.06M | 0.01% | −198−3.2% | Reduced |
| Greenleaf Trust | 6,000 | $3.07M | 0.03% | +50+0.8% | Added |
| D.A. Davidson & Co. | 6,001 | $3.07M | 0.02% | +837+16.2% | Added |
| Trust Co of Toledo NA | 6,030 | $3.08M | 0.30% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,047 | $3.09M | 0.07% | +6,047 | New |
| Crawford Investment Counsel Inc | 6,190 | $3.16M | 0.05% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 6,197 | $3.17M | 1.75% | −78−1.2% | Reduced |
| Kerusso Capital Management LLC | 6,207 | $3.17M | 1.47% | +1,510+32.1% | Added |
| Vestcor Inc | 6,207 | $3.17M | 0.09% | +1,509+32.1% | Added |
| Quantitative Investment Management, LLC | 6,290 | $3.21M | 0.31% | +6,290 | New |
| MUFG Securities EMEA plc | 6,290 | $3.21M | 0.04% | +3,337+113.0% | Added |