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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 4,383 | $2.24M | 0.04% | +40+0.9% | Added |
| Saturna Capital CORP | 4,368 | $2.23M | 0.03% | −313−6.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,347 | $2.22M | 0.05% | −17,387−80.0% | Reduced |
| Rockline Wealth Management, LLC | 4,327 | $2.21M | 0.45% | +332+8.3% | Added |
| Securian Asset Management, Inc | 4,172 | $2.13M | 0.08% | −3,377−44.7% | Reduced |
| Rodgers Brothers Inc. | 4,161 | $2.13M | 0.25% | +3+0.1% | Added |
| MUFG Securities Americas Inc. | 4,133 | $2.11M | 0.13% | −28−0.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,091 | $2.09M | 0.14% | 00.0% | Unchanged |
| Essex Savings Bank | 4,090 | $2.09M | 0.45% | +4+0.1% | Added |
| Angeles Wealth Management, LLC | 4,034 | $2.06M | 0.11% | +27+0.7% | Added |
| Totem Point Management, LLC | 3,953 | $2.02M | 2.01% | +3,953 | New |
| Texas Yale Capital Corp. | 3,944 | $2.01M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,940 | $2.01M | 0.00% | +46+1.2% | Added |
| Citizens Financial Group Inc | 3,940 | $2.01M | 0.03% | −833−17.5% | Reduced |
| Kornitzer Capital Management Inc | 3,895 | $1.99M | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,892 | $1.99M | 0.03% | +37+1.0% | Added |
| Banco Santander, S.A. | 3,887 | $1.99M | 0.01% | −21,785−84.9% | Reduced |
| Virtus Investment Advisers, Inc. | 3,886 | $1.99M | 0.54% | +274+7.6% | Added |
| SRS Capital Advisors, Inc. | 3,861 | $1.97M | 0.06% | −4,923−56.0% | Reduced |
| IFP Advisors, Inc | 3,841 | $1.96M | 0.04% | −26−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,799 | $1.94M | 0.05% | −289−7.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.90M | 0.58% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,723 | $1.90M | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,698 | $1.89M | 0.03% | +6+0.2% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.88M | 0.71% | 00.0% | Unchanged |
| Legato Capital Management LLC | 3,648 | $1.86M | 0.16% | +1,826+100.2% | Added |
| Venturi Wealth Management, LLC | 3,633 | $1.86M | 0.08% | +70+2.0% | Added |
| Great Lakes Retirement, Inc. | 3,603 | $1.84M | 0.19% | +243+7.2% | Added |
| Eventide Asset Management, LLC | 3,520 | $1.82M | 0.03% | +735+26.4% | Added |
| Smartleaf Asset Management LLC | 3,499 | $1.80M | 0.07% | +488+16.2% | Added |
| London & Capital Asset Management Ltd | 3,514 | $1.80M | 0.02% | +3,514 | New |
| Knollwood Investment Advisory, LLC | 3,497 | $1.79M | 0.17% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 3,474 | $1.77M | 0.66% | +159+4.8% | Added |
| J. R. Prunier Capital Management LLC | 3,460 | $1.77M | 0.73% | +3,460 | New |
| GeoWealth Management, LLC | 3,450 | $1.76M | 0.06% | −35−1.0% | Reduced |
| Cresset Asset Management, LLC | 3,448 | $1.76M | 0.01% | +944+37.7% | Added |
| V-Square Quantitative Management LLC | 3,444 | $1.76M | 0.18% | +3,444 | New |
| Reflection Asset Management | 3,438 | $1.76M | 1.25% | +3,438 | New |
| Coldstream Capital Management Inc | 3,416 | $1.75M | 0.02% | −968−22.1% | Reduced |
| Park Avenue Securities LLC | 3,410 | $1.74M | 0.01% | −193−5.4% | Reduced |
| Westerkirk Capital Inc. | 3,389 | $1.73M | 0.17% | −151−4.3% | Reduced |
| Everence Capital Management Inc | 3,375 | $1.72M | 0.10% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,331 | $1.70M | 0.33% | −291−8.0% | Reduced |
| HM Payson & Co | 3,326 | $1.70M | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 3,317 | $1.69M | 0.04% | −131−3.8% | Reduced |
| General Partner, Inc. | 3,295 | $1.68M | 0.95% | 00.0% | Unchanged |
| Atom Investors LP | 3,294 | $1.68M | 0.13% | +157+5.0% | Added |
| Bokf, NA | 3,292 | $1.68M | 0.03% | −59−1.8% | Reduced |
| Principal Securities, Inc. | 3,285 | $1.68M | 0.03% | +107+3.4% | Added |
| Bridgefront Capital, LLC | 3,256 | $1.66M | 0.42% | −3−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,245 | $1.66M | 0.01% | +134+4.3% | Added |
| Savant Capital, LLC | 3,239 | $1.65M | 0.01% | +132+4.2% | Added |
| Two Sigma Securities, LLC | 3,206 | $1.64M | 0.23% | +1,103+52.4% | Added |
| Consolidated Planning Corp | 3,199 | $1.63M | 0.16% | +3,199 | New |
| Bridges Investment Management Inc | 3,166 | $1.62M | 0.02% | +136+4.5% | Added |
| Round Hill Asset Management | 3,149 | $1.61M | 1.01% | −150−4.5% | Reduced |
| CWA Asset Management Group, LLC | 3,129 | $1.60M | 0.06% | +112+3.7% | Added |
| Mystic Asset Management, Inc. | 3,116 | $1.59M | 0.36% | −232−6.9% | Reduced |
| Ballast Advisors LLC | 3,112 | $1.59M | 0.44% | +52+1.7% | Added |
| Ironwood Investment Counsel, LLC | 3,108 | $1.59M | 0.22% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,107 | $1.59M | 0.08% | −2,566−45.2% | Reduced |
| Hantz Financial Services, Inc. | 3,100 | $1.58M | 0.02% | −330−9.6% | Reduced |
| Harbor Capital Advisors, Inc. | 3,091 | $1.58M | 0.12% | −5−0.2% | Reduced |
| Jump Financial, LLC | 3,056 | $1.56M | 0.02% | +2,464+416.2% | Added |
| XTX Topco Ltd | 3,039 | $1.55M | 0.04% | +3,039 | New |
| Cornercap Investment Counsel Inc | 3,036 | $1.55M | 0.76% | −40−1.3% | Reduced |
| Equitable Trust Co | 3,034 | $1.55M | 0.07% | 00.0% | Unchanged |
| Highview Capital Management LLC | 3,028 | $1.55M | 0.55% | +872+40.4% | Added |
| Integrated Quantitative Investments LLC | 3,012 | $1.54M | 0.33% | +3,012 | New |
| Frank, Rimerman Advisors LLC | 3,002 | $1.53M | 0.10% | +43+1.5% | Added |
| Tiptree Advisors, LLC | 3,000 | $1.53M | 0.88% | 00.0% | Unchanged |
| Tobam | 2,987 | $1.53M | 0.37% | +2,975+24,791.7% | Added |
| Plato Investment Management Ltd | 2,892 | $1.48M | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,897 | $1.48M | 0.10% | −3−0.1% | Reduced |
| Tounjian Advisory Partners, LLC | 2,896 | $1.48M | 0.50% | +2,896 | New |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,888 | $1.48M | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 2,883 | $1.47M | 0.03% | +205+7.7% | Added |
| Belpointe Asset Management LLC | 2,878 | $1.47M | 0.05% | +2,878 | New |
| Stance Capital LLC | 2,873 | $1.47M | 0.54% | +250+9.5% | Added |
| Cypress Capital Group | 2,849 | $1.46M | 0.16% | −180−5.9% | Reduced |
| Accretive Wealth Partners, LLC | 2,805 | $1.43M | 0.43% | −8−0.3% | Reduced |
| Marex Group plc | 2,804 | $1.43M | 0.02% | +2,223+382.6% | Added |
| Advisory Alpha, LLC | 2,793 | $1.43M | 0.04% | +289+11.5% | Added |
| MOKAN Wealth Management Inc. | 2,769 | $1.41M | 0.63% | +2,769 | New |
| Syon Capital LLC | 2,762 | $1.41M | 0.07% | +485+21.3% | Added |
| Hills Bank & Trust Co | 2,751 | $1.41M | 0.08% | −38−1.4% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $1.40M | 0.16% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 2,740 | $1.40M | 0.67% | −670−19.6% | Reduced |
| Wedmont Private Capital | 2,619 | $1.39M | 0.05% | +111+4.4% | Added |
| Applied Finance Capital Management, LLC | 2,707 | $1.38M | 0.10% | +394+17.0% | Added |
| Independent Advisor Alliance | 2,636 | $1.35M | 0.03% | −159−5.7% | Reduced |
| Cynosure Management, LLC | 2,629 | $1.34M | 0.14% | +909+52.8% | Added |
| GAMMA Investing LLC | 2,621 | $1.34M | 0.07% | −333−11.3% | Reduced |
| Quest Partners LLC | 2,618 | $1.34M | 0.07% | +112+4.5% | Added |
| LVW Advisors, LLC | 2,607 | $1.33M | 0.13% | +163+6.7% | Added |
| Robertson Stephens Wealth Management, LLC | 2,603 | $1.33M | 0.04% | +19+0.7% | Added |
| Key Financial Inc | 2,566 | $1.31M | 0.24% | −4−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 2,555 | $1.31M | 0.10% | −121−4.5% | Reduced |
| Smithfield Trust Co | 2,551 | $1.30M | 0.06% | +9+0.4% | Added |
| Anchor Investment Management, LLC | 2,538 | $1.30M | 0.11% | 00.0% | Unchanged |