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Livermore
ZHEN

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 2 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, Q1 2026

Institutional positions in Moodys Corp as of Mar 31, 2026. 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
1,387
−18 vs. Q4 2025
Shares held
160.8M
+15.7M (+10.8%) vs. Q4 2025
Total value
$70.1B
−$3.96B (−5.3%) vs. Q4 2025
New holders
154
497 more added
Sold out
172
511 more reduced

20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,387 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ1 2026: $70.1B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q4 2025.

Institutions holding MCO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BOK Financial Private Wealth, Inc.0$10.00%0New
Y.D. More Investments Ltd98$1350.00%−13−11.7%Reduced
E Fund Management (Hong Kong) Co., Ltd.1$4360.00%−268−99.6%Reduced
Stone House Investment Management, LLC1$4360.00%−2−66.7%Reduced
ROSS\JOHNSON & Associates LLC1$4360.01%00.0%Unchanged
IMA Wealth, Inc.1$4360.00%00.0%Unchanged
TopTier Wealth Management, LLC1$4360.00%+1New
West Branch Capital LLC1$4370.00%00.0%Unchanged
DecisionPoint Financial, LLC1$4370.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC1$4370.00%+1New
3 Factor Indexing, LLC1$4370.00%+1New
Harbor Investment Advisory, LLC2$8730.00%−16−88.9%Reduced
Arcadia Investment Management Corp2$8730.00%00.0%Unchanged
Country Trust Bank2$8730.00%00.0%Unchanged
Anfield Capital Management, LLC2$8730.00%00.0%Unchanged
Quaker Wealth Management, LLC2$8730.00%00.0%Unchanged
Seneschal Advisors, LLC2$8730.00%00.0%Unchanged
RWM Asset Management, LLC2$8730.00%+2New
Tidemark, LLC2$8730.00%+2New
Curio Wealth, LLC2$8730.00%+2New
Golden State Wealth Management, LLC2$8740.00%00.0%Unchanged
Valley National Advisers Inc3$1.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC2$1.00K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.2$1.29K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC3$1.31K0.00%00.0%Unchanged
BankPlus Trust Department3$1.31K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.31K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC3$1.31K0.00%+3New
Nvest Wealth Strategies, Inc.3$1.31K0.00%+3New
TD Capital Management LLC3$1.32K0.00%00.0%Unchanged
POM Investment Strategies, LLC4$1.75K0.00%+4New
Arlington Trust Co LLC4$1.75K0.00%+4New
Investors Portfolio Services LLC4$1.75K0.00%00.0%Unchanged
United Community Bank5$2.18K0.00%−22−81.5%Reduced
WestEnd Advisors, LLC5$2.18K0.00%00.0%Unchanged
Pacifica Partners Inc.5$2.18K0.00%00.0%Unchanged
Mascoma Wealth Management LLC5$2.18K0.00%+2+66.7%Added
Richardson Capital Management LLC5$2.18K0.00%+5New
Three Bearings Fiduciary Advisors, Inc.5$2.18K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$2.18K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC5$2.18K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC5$2.22K0.00%+3+150.0%Added
CBIZ Investment Advisory Services, LLC6$2.62K0.00%−15−71.4%Reduced
Rakuten Securities, Inc.7$3.05K0.00%−11−61.1%Reduced
NVWM, LLC7$3.05K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC7$3.05K0.00%00.0%Unchanged
American Capital Advisory, LLC7$3.05K0.00%+2+40.0%Added
Burk Holdings LLC7$3.05K0.00%+7New
Corsicana & Co.7$3.26K0.00%00.0%Unchanged
Longview Financial Advisors, Inc.7$3.36K0.00%+7New
Clark Wealth Partners8$3.49K0.00%−13−61.9%Reduced
Colonial Trust Co8$3.49K0.00%−6−42.9%Reduced
Lodestone Wealth Management LLC8$3.49K0.00%−1−11.1%Reduced
Longfellow Investment Management Co LLC8$3.49K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC8$3.49K0.00%00.0%Unchanged
Motco9$3.93K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd9$3.93K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC9$3.93K0.00%+1+12.5%Added
Marquette Asset Management, LLC9$3.93K0.00%−7−43.8%Reduced
Prestige Wealth Management Group LLC9$3.93K0.00%00.0%Unchanged
Pacific Center for Financial Services9$3.93K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.10$4.32K0.00%+2+25.0%Added
Clayton Financial Group LLC10$4.36K0.00%00.0%Unchanged
HighMark Wealth Management LLC11$4.80K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton12$5.24K0.00%−14−53.8%Reduced
DiNuzzo Private Wealth, Inc.12$5.24K0.00%00.0%Unchanged
Torren Management, LLC12$5.24K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.12$5.24K0.00%+12New
Riverview Trust Co13$5.67K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$5.67K0.00%00.0%Unchanged
Aventura Private Wealth, LLC13$5.67K0.00%+9+225.0%Added
Transce3nd, LLC13$5.67K0.05%+13New
Adirondack Trust Co14$6.11K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp14$6.11K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC14$6.11K0.00%+8+133.3%Added
High Note Wealth, LLC15$6.54K0.00%−7−31.8%Reduced
Kilter Group LLC15$6.54K0.00%−7−31.8%Reduced
Chilton Capital Management LLC15$6.54K0.00%+7+87.5%Added
Synergy Investment Management, LLC15$6.54K0.00%+15New
Medallion Wealth Advisors, LLC15$6.54K0.00%+15New
Nemes Rush Group LLC16$6.98K0.00%00.0%Unchanged
ZRC Wealth Management, LLC16$6.98K0.00%+1+6.7%Added
Bare Financial Services, Inc16$6.98K0.00%−8−33.3%Reduced
PFS Partners, LLC16$7.11K0.00%+3+23.1%Added
Archer Investment Corp17$7.42K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC17$7.42K0.00%+3+21.4%Added
Meramec Financial Planners, LLC17$7.82K0.00%00.0%Unchanged
Virtus ETF Advisers LLC18$7.85K0.00%−35−66.0%Reduced
Cornerstone Financial Management LLC18$7.85K0.01%−1−5.3%Reduced
Hughes Financial Services, LLC18$7.85K0.00%+2+12.5%Added
Swiss Re Ltd19$8.29K0.05%00.0%Unchanged
Valued Wealth Advisors LLC19$8.29K0.00%+9+90.0%Added
Quest 10 Wealth Builders, Inc.20$8.72K0.01%+18+900.0%Added
Cassaday & Co Wealth Management LLC21$9.16K0.00%+21New
Golden State Equity Partners23$10.0K0.00%−406−94.6%Reduced
First Command Advisory Services, Inc.23$10.0K0.00%+9+64.3%Added
Scarborough Advisors, LLC24$10.5K0.00%+24New
Global Wealth Strategies & Associates25$10.9K0.00%00.0%Unchanged
Kings Path Partners LLC25$10.9K0.00%00.0%Unchanged
Heritage Wealth Advisors25$10.9K0.00%+23+1,150.0%Added