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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,415 | $71.7B |
| Q1 2026 | 1,387 | $70.1B |
| Q4 2025 | 1,425 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,347 | $82.9B |
| Q1 2025 | 1,315 | $77.5B |
| Q4 2024 | 1,303 | $78.2B |
| Q3 2024 | 1,209 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Wealth Partners, LLC | 25 | $10.9K | 0.00% | +25 | New |
| Legacy Bridge, LLC | 25 | $10.9K | 0.00% | −10−28.6% | Reduced |
| Avalon Trust Co | 25 | $10.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 26 | $11.1K | 0.00% | −197−88.3% | Reduced |
| Clear Street Markets LLC | 26 | $11.3K | 0.01% | −320−92.5% | Reduced |
| Meeder Asset Management Inc | 26 | $11.3K | 0.00% | −7,784−99.7% | Reduced |
| Atlantic Trust, LLC | 27 | $11.8K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 27 | $11.8K | 0.01% | +27 | New |
| SHP Wealth Management | 28 | $12.1K | 0.00% | +1+3.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $12.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 28 | $12.2K | 0.00% | −6−17.6% | Reduced |
| SJS Investment Consulting Inc. | 29 | $12.7K | 0.00% | +8+38.1% | Added |
| Abound Wealth Management | 30 | $13.0K | 0.00% | +4+15.4% | Added |
| Frazier Financial Advisors, LLC | 32 | $14.0K | 0.01% | +16+100.0% | Added |
| Highline Wealth Partners LLC | 32 | $14.0K | 0.00% | +1+3.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $14.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 34 | $14.8K | 0.01% | +2+6.3% | Added |
| Avion Wealth | 35 | $15.0K | 0.00% | +3+9.4% | Added |
| Joseph Group Capital Management | 36 | $15.7K | 0.00% | +14+63.6% | Added |
| Truvestments Capital LLC | 39 | $17.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 39 | $17.0K | 0.00% | +15+62.5% | Added |
| Private Wealth Management Group, LLC | 39 | $17.1K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $17.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $17.4K | 0.00% | +1+2.6% | Added |
| Bayforest Capital Ltd | 40 | $17.4K | 0.02% | +40 | New |
| Westside Investment Management, Inc. | 40 | $17.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 41 | $17.9K | 0.00% | +32+355.6% | Added |
| First Pacific Financial | 42 | $18.3K | 0.00% | +22+110.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 43 | $18.8K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 43 | $18.8K | 0.00% | +11+34.4% | Added |
| Kerr Financial Planning Corp | 42 | $19.4K | 0.02% | +2+5.0% | Added |
| Oakworth Capital, Inc. | 45 | $19.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 47 | $20.5K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 48 | $20.9K | 0.00% | +48 | New |
| Caitlin John, LLC | 48 | $21.1K | 0.01% | −8−14.3% | Reduced |
| Birchwood Financial Partners, Inc. | 50 | $21.8K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $21.8K | 0.01% | +10+25.0% | Added |
| WS Portfolio Advisory, LLC | 50 | $21.8K | 0.68% | +50 | New |
| Silver Grove Financial Group, Inc. | 50 | $21.8K | 0.02% | +50 | New |
| Covestor Ltd | 51 | $22.0K | 0.02% | −25−32.9% | Reduced |
| Kemnay Advisory Services Inc. | 51 | $22.2K | 0.00% | −9−15.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 52 | $22.9K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $23.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 55 | $24.0K | 0.01% | −52−48.6% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 55 | $24.0K | 0.01% | +55 | New |
| Fortitude Family Office, LLC | 56 | $24.4K | 0.01% | +2+3.7% | Added |
| Ares Financial Consulting, LLC | 57 | $25.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 58 | $25.3K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 58 | $25.3K | 0.01% | +27+87.1% | Added |
| Whipplewood Advisors, LLC | 59 | $25.7K | 0.01% | +56+1,866.7% | Added |
| Rialto Wealth Management, LLC | 64 | $27.9K | 0.01% | +40+166.7% | Added |
| Bogart Wealth, LLC | 65 | $28.4K | 0.00% | +3+4.8% | Added |
| Vanguard National Trust Co | 73 | $31.8K | 0.00% | +73 | New |
| Salomon & Ludwin, LLC | 76 | $33.5K | 0.00% | −2−2.6% | Reduced |
| GW&K Investment Management, LLC | 80 | $35.0K | 0.00% | −1−1.2% | Reduced |
| Signature Equity Partners, LLC | 84 | $36.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $37.5K | 0.00% | −2−2.3% | Reduced |
| Asset Planning,Inc | 89 | $38.8K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 90 | $39.3K | 0.01% | −68−43.0% | Reduced |
| Westfuller Advisors, LLC | 92 | $40.1K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 93 | $40.6K | 0.03% | +83+830.0% | Added |
| Albion Financial Group | 95 | $41.4K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 98 | $42.8K | 0.02% | +60+157.9% | Added |
| Lavaca Capital LLC | 100 | $43.6K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 101 | $44.3K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 102 | $44.5K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 104 | $45.0K | 0.01% | −3−2.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 105 | $45.8K | 0.01% | +25+31.3% | Added |
| Caitong International Asset Management Co., Ltd | 106 | $46.2K | 0.01% | −203−65.7% | Reduced |
| City State Bank | 106 | $46.2K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 107 | $46.7K | 0.03% | +107 | New |
| Raleigh Capital Management Inc. | 109 | $47.4K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 111 | $48.4K | 0.00% | +10+9.9% | Added |
| Activest Wealth Management | 111 | $48.4K | 0.01% | +28+33.7% | Added |
| Axiom Investment Management LLC | 113 | $49.3K | 0.04% | +113 | New |
| JPL Wealth Management, LLC | 113 | $49.3K | 0.01% | +113 | New |
| Advantage Trust Co | 114 | $49.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 121 | $52.8K | 0.01% | +15+14.2% | Added |
| Phillip James Consulting Co. | 125 | $54.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $54.5K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 129 | $56.3K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 141 | $61.5K | 0.00% | +21+17.5% | Added |
| Vision Financial Markets LLC | 143 | $62.0K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 146 | $63.7K | 0.01% | −34−18.9% | Reduced |
| Park Place Capital Corp | 150 | $65.4K | 0.01% | +124+476.9% | Added |
| Bell Investment Advisors, Inc | 153 | $66.7K | 0.01% | +21+15.9% | Added |
| Silvant Capital Management LLC | 157 | $68.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 169 | $73.9K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 170 | $74.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 170 | $74.2K | 0.00% | −49−22.4% | Reduced |
| Private Trust Co NA | 171 | $74.6K | 0.01% | −30−14.9% | Reduced |
| Your Advocates Ltd., LLP | 171 | $74.6K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 174 | $75.9K | 0.00% | −51−22.7% | Reduced |
| Montag A & Associates Inc | 175 | $76.3K | 0.00% | +175 | New |
| Coston, McIsaac & Partners | 177 | $77.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 177 | $77.2K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 183 | $79.8K | 0.04% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 184 | $80.3K | 0.02% | +184 | New |
| Harvest Fund Management Co., Ltd | 188 | $82.0K | 0.00% | −490−72.3% | Reduced |
| REAP Financial Group, LLC | 193 | $84.2K | 0.02% | +8+4.3% | Added |