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; 1,415 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
- 1,386
- −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
- 496 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 |
|---|---|---|---|---|---|
| Values Added Financial LLC | 775 | $338.1K | 0.14% | −29−3.6% | Reduced |
| Independence Bank of Kentucky | 775 | $338.1K | 0.04% | +6+0.8% | Added |
| J.Safra Asset Management Corp | 775 | $338.1K | 0.02% | +755+3,775.0% | Added |
| 4J Wealth Management LLC | 776 | $338.4K | 0.19% | −61−7.3% | Reduced |
| Heritage Trust Co | 777 | $339.0K | 0.03% | 00.0% | Unchanged |
| Storgate, LLC | 781 | $340.7K | 0.27% | +781 | New |
| GAM Holding AG | 784 | $342.0K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 787 | $343.3K | 0.02% | +225+40.0% | Added |
| GSB Wealth Management, LLC | 794 | $346.4K | 0.08% | −5−0.6% | Reduced |
| Smith Group Asset Management, LLC | 795 | $346.8K | 0.02% | −2−0.3% | Reduced |
| Fagan Associates, Inc. | 795 | $346.8K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 796 | $347.3K | 0.18% | −47−5.6% | Reduced |
| Tributary Capital Management, LLC | 800 | $349.0K | 0.03% | −20−2.4% | Reduced |
| Woodmont Investment Counsel LLC | 804 | $350.7K | 0.02% | −6−0.7% | Reduced |
| Catalyst Financial Partners LLC | 808 | $352.5K | 0.04% | +225+38.6% | Added |
| Avidian Wealth Solutions, LLC | 811 | $353.9K | 0.01% | −481−37.2% | Reduced |
| L2 Asset Management, LLC | 815 | $355.5K | 0.03% | +56+7.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 815 | $355.6K | 0.05% | 00.0% | Unchanged |
| American National Bank | 818 | $356.9K | 0.03% | −11−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 820 | $357.7K | 0.00% | −114−12.2% | Reduced |
| Auto-Owners Insurance Co | 823 | $359.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 825 | $359.9K | 0.01% | −1,164−58.5% | Reduced |
| Great Valley Advisor Group, Inc. | 831 | $362.8K | 0.01% | +12+1.5% | Added |
| Kathmere Capital Management, LLC | 833 | $363.6K | 0.02% | −262−23.9% | Reduced |
| Shelton Capital Management | 838 | $365.6K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 839 | $366.0K | 0.02% | +63+8.1% | Added |
| Bradley Foster & Sargent Inc | 840 | $366.4K | 0.01% | −2−0.2% | Reduced |
| Flputnam Investment Management Co | 843 | $367.8K | 0.01% | −16−1.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 845 | $368.4K | 0.00% | −30−3.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 846 | $369.1K | 0.02% | −109−11.4% | Reduced |
| TCG Advisory Services, LLC | 851 | $371.4K | 0.01% | +203+31.3% | Added |
| Golden Reserve Retirement LLC | 852 | $371.7K | 0.08% | +852 | New |
| Pinnacle Associates Ltd | 856 | $373.3K | 0.00% | +32+3.9% | Added |
| 71 West Capital Partners | 859 | $374.7K | 0.02% | +102+13.5% | Added |
| Clifford Swan Investment Counsel LLC | 870 | $379.5K | 0.01% | −18−2.0% | Reduced |
| New Republic Capital, LLC | 871 | $379.9K | 0.13% | −18−2.0% | Reduced |
| PFG Advisors | 874 | $381.3K | 0.02% | +59+7.2% | Added |
| United Financial Planning Group LLC | 877 | $382.6K | 0.23% | +41+4.9% | Added |
| Penserra Capital Management LLC | 885 | $385.0K | 0.00% | +27+3.1% | Added |
| Sunflower Bank, N.A. | 890 | $388.3K | 0.10% | +2+0.2% | Added |
| Pinnacle Financial Partners, Inc. | 901 | $393.1K | 0.00% | +20+2.3% | Added |
| Prescott Group Capital Management, L.L.C. | 904 | $394.4K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 904 | $394.4K | 0.04% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 905 | $394.6K | 0.11% | +905 | New |
| Relyea Zuckerberg Hanson LLC | 914 | $398.8K | 0.04% | −50−5.2% | Reduced |
| Baker Ellis Asset Management LLC | 919 | $400.9K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 926 | $404.0K | 0.02% | −4,158−81.8% | Reduced |
| Abacus Wealth Partners, LLC | 929 | $405.3K | 0.04% | −141−13.2% | Reduced |
| Groupe la Francaise | 931 | $406.1K | 0.01% | −29−3.0% | Reduced |
| Hutner Capital Management Inc | 945 | $412.3K | 0.17% | 00.0% | Unchanged |
| White Pine Capital LLC | 946 | $412.7K | 0.11% | −92−8.9% | Reduced |
| Baxter Bros Inc | 949 | $414.0K | 0.05% | −23−2.4% | Reduced |
| Severin Investments, LLC | 954 | $416.1K | 0.36% | +954 | New |
| Ted Buchan & Co | 955 | $416.6K | 0.15% | 00.0% | Unchanged |
| NBC Securities, Inc. | 955 | $416.8K | 0.03% | −169−15.0% | Reduced |
| Aprio Wealth Management, LLC | 959 | $418.4K | 0.02% | −82−7.9% | Reduced |
| Correct Capital Wealth Management | 963 | $420.1K | 0.08% | −1−0.1% | Reduced |
| Shearwater Capital LLC | 964 | $420.6K | 0.22% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 965 | $421.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 969 | $422.8K | 0.01% | +389+67.1% | Added |
| Evolve Private Wealth, LLC | 972 | $424.1K | 0.02% | +493+102.9% | Added |
| J2 Capital Management Inc | 973 | $424.5K | 0.29% | −3−0.3% | Reduced |
| Pettee Investors, Inc. | 924 | $426.7K | 0.22% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 982 | $428.4K | 0.01% | +982 | New |
| Aptus Capital Advisors, LLC | 985 | $429.7K | 0.00% | −679−40.8% | Reduced |
| MONECO Advisors, LLC | 987 | $430.6K | 0.03% | +443+81.4% | Added |
| Dimension Capital Management LLC | 995 | $434.1K | 0.06% | −591−37.3% | Reduced |
| Van Hulzen Asset Management, LLC | 995 | $434.1K | 0.03% | +995 | New |
| Chronos Wealth Management, LLC | 1,000 | $436.3K | 0.21% | −50−4.8% | Reduced |
| Texas Bank & Trust Co | 1,000 | $436.3K | 0.16% | 00.0% | Unchanged |
| Trust Co | 1,001 | $436.7K | 0.04% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 1,002 | $437.1K | 0.39% | −282−22.0% | Reduced |
| Cornerstone Advisory, LLC | 1,002 | $437.1K | 0.04% | +16+1.6% | Added |
| Anchyra Partners LLC | 1,005 | $438.4K | 0.13% | +19+1.9% | Added |
| Mission Wealth Management, LP | 1,007 | $439.2K | 0.01% | +25+2.5% | Added |
| Optimize Financial Inc | 1,009 | $440.2K | 0.22% | +93+10.2% | Added |
| Broadleaf Partners, LLC | 1,020 | $445.0K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,021 | $445.4K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 1,021 | $445.4K | 0.14% | +1,021 | New |
| RDA Financial Network | 1,021 | $445.6K | 0.11% | +1,021 | New |
| Capital Advisors, Ltd. LLC | 1,025 | $447.0K | 0.05% | +21+2.1% | Added |
| denkapparat Operations GmbH | 1,026 | $447.6K | 0.19% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,032 | $450.2K | 0.06% | +2+0.2% | Added |
| Stratos Wealth Advisors, LLC | 1,033 | $450.6K | 0.03% | −9−0.9% | Reduced |
| Aviso Financial Inc. | 1,035 | $451.5K | 0.02% | −672−39.4% | Reduced |
| SkyView Investment Advisors, LLC | 1,036 | $452.0K | 0.06% | +3+0.3% | Added |
| Moneta Group Investment Advisors LLC | 1,039 | $453.3K | 0.00% | −20−1.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,039 | $453.3K | 0.13% | +1,039 | New |
| Howland Capital Management LLC | 1,045 | $455.9K | 0.02% | −8−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,046 | $456.3K | 0.01% | +204+24.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,055 | $460.2K | 0.05% | +371+54.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,062 | $463.3K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 1,065 | $464.6K | 0.03% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 1,064 | $466.2K | 0.03% | −21−1.9% | Reduced |
| Kera Capital Partners, Inc. | 1,077 | $469.8K | 0.06% | −4−0.4% | Reduced |
| Frec Markets, Inc. | 1,086 | $473.8K | 0.08% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,100 | $479.9K | 0.11% | −5−0.5% | Reduced |
| Wilkins Investment Counsel Inc | 1,100 | $479.9K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 1,107 | $483.0K | 0.01% | −140−11.2% | Reduced |
| Sepio Capital, LP | 1,110 | $484.4K | 0.03% | −724−39.5% | Reduced |