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 |
|---|---|---|---|---|---|
| Resources Management Corp | 200 | $87.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $87.3K | 0.00% | −200−50.0% | Reduced |
| MB, Levis & Associates, LLC | 200 | $87.3K | 0.04% | 00.0% | Unchanged |
| Trask Adam Roland | 200 | $87.3K | 0.08% | +200 | New |
| Brooklands Fund Management Ltd | 202 | $88.1K | 0.12% | −130−39.2% | Reduced |
| Crews Bank & Trust | 210 | $91.6K | 0.01% | −210−50.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $91.6K | 0.03% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 210 | $94.4K | 0.01% | −2,018−90.6% | Reduced |
| True Link Financial Advisors, LLC | 217 | $94.7K | 0.01% | +217 | New |
| Owl Creek Wealth Partners LLC | 217 | $94.7K | 0.03% | +217 | New |
| Cheviot Value Management, LLC | 220 | $96.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 220 | $96.0K | 0.00% | +216+5,400.0% | Added |
| True Wealth Design, LLC | 227 | $99.0K | 0.03% | +185+440.5% | Added |
| Spence Asset Management | 236 | $103.0K | 0.03% | +236 | New |
| North Star Investment Management Corp. | 242 | $105.6K | 0.01% | −8−3.2% | Reduced |
| Sound Income Strategies, LLC | 241 | $105.8K | 0.01% | −15−5.9% | Reduced |
| Maj Invest Holding A/S | 245 | $107.0K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 250 | $109.1K | 0.01% | −500−66.7% | Reduced |
| South State Corp. | 251 | $109.5K | 0.01% | −5−2.0% | Reduced |
| WPG Advisers, LLC | 265 | $115.6K | 0.09% | +1+0.4% | Added |
| AdvisorNet Financial, Inc | 268 | $116.9K | 0.01% | −5−1.8% | Reduced |
| Center for Financial Planning, Inc. | 270 | $117.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 274 | $119.5K | 0.04% | +231+537.2% | Added |
| JNBA Financial Advisors | 275 | $120.0K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 292 | $127.4K | 0.03% | −1−0.3% | Reduced |
| Eastern Bank | 295 | $128.7K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 316 | $137.9K | 0.11% | −1−0.3% | Reduced |
| CoreCap Advisors, LLC | 331 | $144.4K | 0.00% | +14+4.4% | Added |
| St Germain D J Co Inc | 337 | $147.0K | 0.01% | +68+25.3% | Added |
| Cary Street Partners Financial LLC | 351 | $153.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 363 | $158.4K | 0.09% | 00.0% | Unchanged |
| Birchbrook, Inc. | 400 | $174.5K | 0.09% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 401 | $174.9K | 0.04% | +51+14.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 406 | $177.3K | 0.04% | −535−56.9% | Reduced |
| NBT Bank N A | 423 | $184.5K | 0.01% | −533−55.8% | Reduced |
| Onefund, LLC | 422 | $185.1K | 0.12% | −28−6.2% | Reduced |
| Camden Capital, LLC | 444 | $193.6K | 0.01% | −718−61.8% | Reduced |
| Grove Bank & Trust | 444 | $193.7K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 448 | $195.4K | 0.02% | +330+279.7% | Added |
| Zions Bancorporation, National Association | 453 | $197.6K | 0.01% | −271−37.4% | Reduced |
| Dogwood Wealth Management LLC | 454 | $198.1K | 0.09% | +420+1,235.3% | Added |
| Parkside Financial Bank & Trust | 455 | $198.5K | 0.02% | −100−18.0% | Reduced |
| Level Four Advisory Services, LLC | 462 | $201.9K | 0.01% | −15−3.1% | Reduced |
| Deseret Mutual Benefit Administrators | 463 | $202.0K | 0.07% | +269+138.7% | Added |
| Allstate Corp | 464 | $202.4K | 0.00% | −11,526−96.1% | Reduced |
| Magnus Financial Group LLC | 464 | $202.4K | 0.02% | −156−25.2% | Reduced |
| Allen Capital Group, LLC | 469 | $204.6K | 0.02% | −28−5.6% | Reduced |
| StoneX Group Inc. | 469 | $204.8K | 0.01% | +469 | New |
| Brave Warrior Advisors, LLC | 471 | $205.5K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 471 | $205.5K | 0.01% | +63+15.4% | Added |
| Caden Capital Partners, LP | 471 | $205.5K | 2.53% | +262+125.4% | Added |
| Waterloo Capital, L.P. | 473 | $206.3K | 0.01% | −11−2.3% | Reduced |
| Walleye Capital LLC | 473 | $206.3K | 0.00% | −42,265−98.9% | Reduced |
| William Howard & Co Financial Advisors Inc | 475 | $207.2K | 0.18% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 479 | $209.0K | 0.04% | 00.0% | Unchanged |
| Income Insurance Ltd | 480 | $209.4K | 0.14% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 483 | $210.7K | 0.05% | +77+19.0% | Added |
| AlphaCore Capital LLC | 487 | $212.2K | 0.01% | +34+7.5% | Added |
| Altar Rock LLC | 490 | $213.8K | 0.25% | +490 | New |
| Sanibel Captiva Trust Company, Inc. | 492 | $214.6K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 500 | $218.0K | 0.09% | −5−1.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 500 | $218.1K | 0.06% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 500 | $218.1K | 0.10% | 00.0% | Unchanged |
| Cherokee Insurance Co | 500 | $218.1K | 0.08% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 500 | $218.1K | 0.22% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 500 | $218.1K | 0.12% | +500 | New |
| Flywheel Private Wealth LLC | 500 | $218.1K | 0.12% | +500 | New |
| Sharkey, Howes & Javer | 502 | $219.0K | 0.03% | −31−5.8% | Reduced |
| D.B. Root & Company, LLC | 503 | $219.4K | 0.05% | −78−13.4% | Reduced |
| Athena Wealth Management, LLC | 505 | $220.4K | 0.18% | +505 | New |
| Boston Private Wealth LLC | 507 | $221.2K | 0.01% | −564−52.7% | Reduced |
| Quent Capital, LLC | 507 | $221.4K | 0.02% | +70+16.0% | Added |
| Moss Adams Wealth Advisors LLC | 508 | $221.6K | 0.02% | +508 | New |
| Fukoku Mutual Life Insurance Co | 510 | $222.5K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 484 | $222.7K | 0.03% | −855−63.9% | Reduced |
| Chicago Trust Co NA | 512 | $223.4K | 0.04% | −1,106−68.4% | Reduced |
| Larry Mathis Financial Planning, LLC | 512 | $223.4K | 0.20% | −405−44.2% | Reduced |
| Valmark Advisers, Inc. | 512 | $223.4K | 0.00% | −36−6.6% | Reduced |
| SmartHarvest Portfolios, LLC | 521 | $227.3K | 0.09% | −128−19.7% | Reduced |
| TD Private Client Wealth LLC | 522 | $227.7K | 0.00% | +93+21.7% | Added |
| Hancock Whitney Corp | 498 | $227.9K | 0.00% | −9−1.8% | Reduced |
| TCI Wealth Advisors, Inc. | 523 | $228.2K | 0.01% | −12−2.2% | Reduced |
| Asset Advisory Group, Inc. | 527 | $229.9K | 0.12% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 527 | $229.9K | 0.01% | +39+8.0% | Added |
| Reliant Investment Management, LLC | 528 | $230.3K | 0.11% | 00.0% | Unchanged |
| Layline Advisors, LLC | 530 | $231.3K | 0.26% | +530 | New |
| Great Lakes Advisors, LLC | 531 | $231.6K | 0.00% | −170−24.3% | Reduced |
| Delta Investment Management, LLC | 531 | $231.6K | 0.04% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 533 | $232.5K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 534 | $233.2K | 0.01% | +534 | New |
| BCS Private Wealth Management, Inc. | 536 | $233.8K | 0.07% | +536 | New |
| BW Gestao de Investimentos Ltda. | 539 | $235.1K | 0.01% | +539 | New |
| Principle Wealth Partners LLC | 540 | $235.7K | 0.01% | +5+0.9% | Added |
| Soltis Investment Advisors LLC | 541 | $236.1K | 0.02% | +541 | New |
| Versant Capital Management, Inc | 542 | $236.4K | 0.02% | +114+26.6% | Added |
| E Fund Management Co., Ltd. | 547 | $238.6K | 0.01% | +547 | New |
| Howard Capital Management Inc. | 547 | $238.6K | 0.00% | −485−47.0% | Reduced |
| Trust Point Inc. | 547 | $238.6K | 0.02% | +29+5.6% | Added |
| Family Management Corp | 548 | $239.1K | 0.03% | +548 | New |
| Capital Performance Advisors LLP | 548 | $239.1K | 0.02% | +548 | New |