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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 2,535 | $1.29M | 0.01% | +1,747+221.7% | Added |
| Meadowbrook Advisors Group, LLC | 2,534 | $1.29M | 0.73% | +2,534 | New |
| Hingham Institution for Savings | 2,500 | $1.28M | 1.05% | +2,500 | New |
| Prime Capital Investment Advisors, LLC | 2,495 | $1.27M | 0.02% | +225+9.9% | Added |
| Guardian Capital LP | 2,442 | $1.25M | 0.04% | +506+26.1% | Added |
| TCW Group Inc | 2,441 | $1.25M | 0.01% | +2,441 | New |
| Adviser Investments LLC | 2,419 | $1.24M | 0.01% | +179+8.0% | Added |
| Summit Financial, LLC | 2,414 | $1.23M | 0.02% | +138+6.1% | Added |
| Redmond Asset Management, LLC | 2,390 | $1.22M | 0.31% | +5+0.2% | Added |
| Genus Capital Management Inc. | 2,388 | $1.22M | 0.14% | 00.0% | Unchanged |
| Promethium Advisors,llc | 2,386 | $1.22M | 0.66% | +163+7.3% | Added |
| Impax Asset Management Group plc | 2,380 | $1.22M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 2,371 | $1.21M | 0.00% | −195,455−98.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,330 | $1.20M | 0.11% | −298−11.3% | Reduced |
| Avanda Investment Management Pte. Ltd. | 2,350 | $1.20M | 1.19% | −50−2.1% | Reduced |
| Smart Money Group LLC | 2,336 | $1.19M | 0.35% | +10+0.4% | Added |
| Lord, Abbett & Co. LLC | 2,324 | $1.19M | 0.00% | −2,690−53.6% | Reduced |
| Heritage Family Offices, LLP | 2,323 | $1.19M | 0.54% | −162−6.5% | Reduced |
| CenterBook Partners LP | 2,317 | $1.18M | 0.06% | −8,354−78.3% | Reduced |
| Compagnie Lombard Odier SCmA | 2,300 | $1.17M | 0.01% | +2,300 | New |
| Benin Management CORP | 2,283 | $1.17M | 0.26% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,253 | $1.15M | 0.30% | +266+13.4% | Added |
| Bluedoor Private Wealth, LLC | 2,231 | $1.14M | 0.53% | +2,231 | New |
| Institute for Wealth Management, LLC. | 2,215 | $1.13M | 0.12% | +484+28.0% | Added |
| EP Wealth Advisors, LLC | 2,202 | $1.12M | 0.01% | +2,202 | New |
| Westbourne Investment Advisors, Inc. | 2,186 | $1.12M | 0.31% | −100−4.4% | Reduced |
| Triangle Securities Wealth Management | 2,178 | $1.11M | 0.23% | +23+1.1% | Added |
| Global Retirement Partners, LLC | 2,174 | $1.11M | 0.02% | +1,503+224.0% | Added |
| Fideuram Asset Management (Ireland) dac | 2,228 | $1.11M | 0.09% | +2,228 | New |
| AlTi Global, Inc. | 2,156 | $1.10M | 0.02% | −23−1.1% | Reduced |
| Capital Analysts, LLC | 2,155 | $1.10M | 0.03% | −220−9.3% | Reduced |
| Brookstone Capital Management | 2,140 | $1.09M | 0.01% | +155+7.8% | Added |
| Mangrove Partners | 2,113 | $1.08M | 0.09% | +2,113 | New |
| Aaron Wealth Advisors | 2,108 | $1.08M | 0.06% | +661+45.7% | Added |
| Novem Group | 2,105 | $1.08M | 0.12% | +167+8.6% | Added |
| Stableford Capital II LLC | 2,067 | $1.06M | 0.38% | −65−3.0% | Reduced |
| Maple Capital Management, Inc. | 2,057 | $1.05M | 0.07% | −45−2.1% | Reduced |
| Waldron Private Wealth LLC | 2,052 | $1.05M | 0.04% | +3+0.1% | Added |
| Circle Wealth Management, LLC | 2,045 | $1.04M | 0.02% | +12+0.6% | Added |
| Fisher Asset Management, LLC | 2,042 | $1.04M | 0.00% | −742−26.7% | Reduced |
| Sentry LLC | 2,042 | $1.04M | 0.29% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,041 | $1.04M | 0.17% | +10+0.5% | Added |
| Choate Investment Advisors | 2,029 | $1.04M | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 2,025 | $1.03M | 0.00% | +109+5.7% | Added |
| Prospera Financial Services Inc | 2,017 | $1.03M | 0.02% | +1,562+343.3% | Added |
| We Are One Seven, LLC | 2,001 | $1.02M | 0.02% | +246+14.0% | Added |
| Enhancing Capital LLC | 2,000 | $1.02M | 0.73% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,989 | $1.02M | 0.02% | +113+6.0% | Added |
| Okabena Investment Services Inc | 1,952 | $997.2K | 0.19% | −301−13.4% | Reduced |
| Beacon Pointe Advisors, LLC | 1,951 | $996.8K | 0.01% | −2,598−57.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,948 | $995.1K | 0.00% | −652−25.1% | Reduced |
| EFG International AG | 1,938 | $990.0K | 0.02% | +1,938 | New |
| Whittier Trust Co | 1,856 | $989.1K | 0.01% | +5+0.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,891 | $981.2K | 0.01% | +10+0.5% | Added |
| GTS Securities LLC | 1,916 | $978.8K | 0.03% | +930+94.3% | Added |
| Simplicity Wealth,LLC | 1,907 | $974.2K | 0.06% | +205+12.0% | Added |
| Concurrent Investment Advisors, LLC | 1,905 | $972.8K | 0.01% | −1,507−44.2% | Reduced |
| Stamos Capital Partners, L.P. | 1,897 | $969.1K | 0.16% | +590+45.1% | Added |
| Verdence Capital Advisors LLC | 1,895 | $968.2K | 0.06% | +21+1.1% | Added |
| Walter & Keenan Financial Consulting Co | 1,890 | $965.5K | 0.26% | −6−0.3% | Reduced |
| Fishman Jay A Ltd | 1,875 | $957.8K | 0.08% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,866 | $953.0K | 0.04% | +1+0.1% | Added |
| Asset Management Group, Inc. | 1,862 | $951.2K | 0.15% | 00.0% | Unchanged |
| Spinnaker Trust | 1,840 | $940.0K | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,834 | $936.9K | 0.05% | +351+23.7% | Added |
| Sagespring Wealth Partners, LLC | 1,809 | $924.3K | 0.02% | +271+17.6% | Added |
| Cornerstone Planning Group LLC | 1,786 | $922.7K | 0.14% | +4+0.2% | Added |
| GKV Capital Management Co., Inc. | 1,800 | $919.5K | 0.34% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,741 | $889.4K | 0.11% | +176+11.2% | Added |
| High Net Worth Advisory Group LLC | 1,740 | $888.9K | 0.20% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,735 | $886.5K | 0.01% | +1,176+210.4% | Added |
| Trust Asset Management LLC | 1,731 | $884.3K | 0.06% | −65−3.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,728 | $882.8K | 0.06% | −2−0.1% | Reduced |
| Baader Bank INC | 1,717 | $873.8K | 0.07% | −1,034−37.6% | Reduced |
| Dearborn Partners LLC | 1,710 | $873.6K | 0.04% | −97−5.4% | Reduced |
| Aviso Financial Inc. | 1,707 | $872.0K | 0.03% | −38−2.2% | Reduced |
| Ofi Invest Asset Management | 1,762 | $867.1K | 0.01% | +1,498+567.4% | Added |
| Invesco, LLC | 1,696 | $866.4K | 0.29% | +26+1.6% | Added |
| BAM Wealth Management, LLC | 1,693 | $864.9K | 0.63% | −135−7.4% | Reduced |
| Patriot Investment Management Inc. | 1,689 | $862.8K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,681 | $858.7K | 0.03% | −445−20.9% | Reduced |
| Aptus Capital Advisors, LLC | 1,664 | $850.1K | 0.01% | +20+1.2% | Added |
| Davidson Trust Co | 1,641 | $838.3K | 0.35% | −33−2.0% | Reduced |
| RMB Capital Management, LLC | 1,640 | $838.0K | 0.01% | +1+0.1% | Added |
| Fortis Capital Advisors, LLC | 1,623 | $829.1K | 0.12% | +1,623 | New |
| Atomi Financial Group, Inc. | 1,621 | $828.1K | 0.02% | +312+23.8% | Added |
| Chicago Trust Co NA | 1,618 | $826.6K | 0.13% | −150−8.5% | Reduced |
| Allworth Financial LP | 1,611 | $822.9K | 0.00% | +196+13.9% | Added |
| Lineweaver Wealth Advisors, LLC | 1,602 | $818.4K | 0.11% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,600 | $817.5K | 0.13% | −19−1.2% | Reduced |
| Havemeyer Place LP | 1,590 | $812.3K | 0.16% | +1,590 | New |
| Dimension Capital Management LLC | 1,586 | $810.2K | 0.11% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,582 | $808.2K | 0.26% | +37+2.4% | Added |
| Ashton Thomas Securities, LLC | 1,576 | $805.1K | 0.15% | −59−3.6% | Reduced |
| Sowell Financial Services LLC | 1,556 | $794.8K | 0.03% | +4+0.3% | Added |
| Dempze Nancy E | 1,550 | $791.8K | 0.41% | +1,550 | New |
| Argent Trust Co | 1,530 | $781.6K | 0.03% | −48−3.0% | Reduced |
| Catalytic Wealth RIA, LLC | 1,529 | $781.1K | 0.03% | −1,784−53.8% | Reduced |
| Borer Denton & Associates, Inc. | 1,505 | $768.8K | 0.26% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,504 | $768.3K | 0.01% | 00.0% | Unchanged |