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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 1,113 | $485.7K | 0.00% | −14−1.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,122 | $489.5K | 0.07% | +178+18.9% | Added |
| Mount Yale Investment Advisors, LLC | 1,123 | $490.0K | 0.01% | +603+116.0% | Added |
| Mutual Advisors, LLC | 1,130 | $493.0K | 0.01% | −310−21.5% | Reduced |
| Addison Advisors LLC | 1,132 | $493.8K | 0.11% | −50−4.2% | Reduced |
| Continuum Advisory, LLC | 1,134 | $494.7K | 0.05% | +1,134 | New |
| Ellevest, Inc. | 1,135 | $495.1K | 0.07% | −51−4.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,137 | $496.0K | 0.04% | +94+9.0% | Added |
| Legacy Private Trust Co. | 1,140 | $497.3K | 0.03% | −5−0.4% | Reduced |
| Patton Albertson Miller Group, LLC | 1,143 | $498.6K | 0.06% | −232−16.9% | Reduced |
| Fidelis Capital Partners, LLC | 1,144 | $499.1K | 0.04% | +9+0.8% | Added |
| Abacus Planning Group, Inc. | 1,155 | $503.9K | 0.07% | −7−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,159 | $505.6K | 0.10% | +7+0.6% | Added |
| Third View Private Wealth, LLC | 1,159 | $505.6K | 0.07% | +208+21.9% | Added |
| Koshinski Asset Management, Inc. | 1,163 | $507.5K | 0.03% | +661+131.7% | Added |
| Mayfair Advisory Group, LLC | 1,172 | $511.4K | 0.18% | +1+0.1% | Added |
| Resources Investment Advisors, LLC. | 1,177 | $513.4K | 0.01% | −311−20.9% | Reduced |
| Spirepoint Private Client, LLC | 1,178 | $514.0K | 0.05% | −41−3.4% | Reduced |
| Baron Wealth Management LLC | 1,180 | $514.9K | 0.15% | +544+85.5% | Added |
| First Horizon Corp | 1,183 | $516.1K | 0.02% | −24−2.0% | Reduced |
| International Assets Investment Management, LLC | 1,188 | $521.3K | 0.04% | +57+5.0% | Added |
| Lansing Street Advisors | 1,199 | $523.1K | 0.13% | +10+0.8% | Added |
| Dempze Nancy E | 1,200 | $523.5K | 0.29% | −350−22.6% | Reduced |
| Fayez Sarofim & Co | 1,200 | $523.5K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,200 | $523.5K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,212 | $528.9K | 0.35% | 00.0% | Unchanged |
| Dodge & Cox | 1,213 | $529.2K | 0.00% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,225 | $534.4K | 0.04% | −832−40.4% | Reduced |
| Baker Avenue Asset Management, LP | 1,226 | $534.7K | 0.01% | +378+44.6% | Added |
| Vann Equity Management LLC | 1,226 | $534.9K | 0.38% | +1,226 | New |
| PDS Planning, Inc | 1,228 | $535.7K | 0.04% | +164+15.4% | Added |
| Accurate Wealth Management, LLC | 1,260 | $538.9K | 0.06% | +42+3.4% | Added |
| Haverford Trust Co | 1,242 | $541.8K | 0.00% | −32−2.5% | Reduced |
| Blue Edge Capital, LLC | 1,246 | $543.6K | 0.07% | −4,147−76.9% | Reduced |
| Abc Arbitrage SA | 1,249 | $544.9K | 0.07% | +1,249 | New |
| Palisades Hudson Asset Management, L.P. | 1,258 | $549.0K | 0.21% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,259 | $549.2K | 0.04% | +149+13.4% | Added |
| 111 Capital | 1,262 | $550.5K | 0.14% | +177+16.3% | Added |
| Bull Harbor Capital LLC | 1,262 | $550.5K | 0.15% | +1,262 | New |
| Legacy Wealth Asset Management, LLC | 1,263 | $551.0K | 0.13% | +29+2.4% | Added |
| Journey Strategic Wealth LLC | 1,269 | $553.6K | 0.01% | +400+46.0% | Added |
| London & Capital Asset Management Ltd | 1,271 | $554.8K | 0.01% | −2,243−63.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,280 | $558.4K | 0.02% | 00.0% | Unchanged |
| DDD Partners, LLC | 1,296 | $565.4K | 0.04% | −3−0.2% | Reduced |
| Westpac Banking Corp | 1,297 | $565.8K | 0.04% | −126−8.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,298 | $566.3K | 0.03% | +108+9.1% | Added |
| EverSource Wealth Advisors, LLC | 1,300 | $566.9K | 0.02% | +373+40.2% | Added |
| GTS Securities LLC | 1,300 | $567.1K | 0.02% | −616−32.2% | Reduced |
| Panagora Asset Management Inc | 1,310 | $571.5K | 0.00% | −27,754−95.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,312 | $572.4K | 0.03% | +38+3.0% | Added |
| Range Advisory, LLC | 1,323 | $577.3K | 0.11% | +475+56.0% | Added |
| Unique Wealth Strategies, LLC | 1,327 | $579.0K | 0.24% | +67+5.3% | Added |
| Seeds Investor LLC | 1,323 | $579.6K | 0.08% | −90−6.4% | Reduced |
| Fortis Capital Management LLC | 1,335 | $582.2K | 0.08% | −55−4.0% | Reduced |
| Diversify Wealth Management, LLC | 1,278 | $588.2K | 0.01% | +303+31.1% | Added |
| Prosperity Consulting Group, LLC | 1,366 | $595.9K | 0.03% | −9−0.7% | Reduced |
| Crestwood Advisors Group LLC | 1,368 | $597.0K | 0.01% | +261+23.6% | Added |
| Profund Advisors LLC | 1,370 | $597.7K | 0.02% | −311−18.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,373 | $599.0K | 0.02% | 00.0% | Unchanged |
| Sentry LLC | 1,374 | $599.4K | 0.19% | −668−32.7% | Reduced |
| Federated Hermes, Inc. | 1,374 | $599.4K | 0.00% | −9,915−87.8% | Reduced |
| DeDora Capital, Inc. | 1,376 | $600.3K | 0.15% | +61+4.6% | Added |
| Meridian Wealth Management, LLC | 1,377 | $600.8K | 0.02% | +163+13.4% | Added |
| Matrix Trust Co | 1,381 | $602.0K | 0.10% | +309+28.8% | Added |
| Concurrent Investment Advisors, LLC | 1,390 | $606.5K | 0.01% | −515−27.0% | Reduced |
| Argyle Capital Management Inc. | 1,400 | $610.8K | 0.20% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,400 | $611.0K | 0.01% | +664+90.2% | Added |
| Rothschild Investment LLC | 1,401 | $611.2K | 0.03% | +749+114.9% | Added |
| PCM Encore, LLC | 1,403 | $612.0K | 0.13% | +82+6.2% | Added |
| Opes Wealth Management LLC | 1,410 | $615.1K | 0.11% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 1,412 | $616.0K | 0.06% | −45−3.1% | Reduced |
| Winslow Capital Management, LLC | 1,425 | $621.7K | 0.00% | −22,725−94.1% | Reduced |
| Empower Advisory Group, LLC | 1,425 | $621.7K | 0.00% | +395+38.3% | Added |
| Everhart Financial Group, Inc. | 1,430 | $623.8K | 0.05% | +312+27.9% | Added |
| Ascent Group, LLC | 1,430 | $624.0K | 0.02% | −43−2.9% | Reduced |
| Dara Capital US, Inc. | 1,438 | $627.3K | 0.59% | +30+2.1% | Added |
| Hilltop National Bank | 1,451 | $633.0K | 0.15% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,454 | $634.0K | 0.04% | +783+116.7% | Added |
| Brave Asset Management Inc | 1,463 | $638.2K | 0.15% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,472 | $642.2K | 0.03% | −10,354−87.6% | Reduced |
| Militia Capital Management LLC | 1,475 | $643.5K | 0.14% | +1,475 | New |
| Invesco, LLC | 1,486 | $648.3K | 0.23% | −210−12.4% | Reduced |
| Evercore Wealth Management, LLC | 1,489 | $649.6K | 0.01% | −15−1.0% | Reduced |
| Cigna Investments Inc | 1,496 | $653.0K | 0.10% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 1,500 | $654.4K | 0.31% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 1,505 | $656.6K | 0.23% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,462 | $657.3K | 0.01% | −2−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,522 | $663.8K | 0.09% | −78−4.9% | Reduced |
| Argent Trust Co | 1,524 | $664.9K | 0.02% | −6−0.4% | Reduced |
| BAM Wealth Management, LLC | 1,526 | $665.7K | 0.50% | −167−9.9% | Reduced |
| Fiduciary Alliance LLC | 1,507 | $673.4K | 0.04% | −10,685−87.6% | Reduced |
| Heritage Family Offices, LLP | 1,548 | $675.3K | 0.30% | −775−33.4% | Reduced |
| Addison Capital Co | 1,550 | $676.2K | 0.12% | +1,550 | New |
| Wellington Grp LLC | 1,553 | $677.5K | 0.21% | +137+9.7% | Added |
| Sowell Financial Services LLC | 1,562 | $681.5K | 0.03% | +6+0.4% | Added |
| Lord, Abbett & Co. LLC | 1,565 | $683.0K | 0.00% | −759−32.7% | Reduced |
| Castle Rock Wealth Management, LLC | 1,554 | $685.0K | 0.15% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,588 | $692.8K | 0.09% | −14−0.9% | Reduced |
| Ashton Thomas Securities, LLC | 1,598 | $697.1K | 0.09% | +22+1.4% | Added |
| Fiduciary Family Office, LLC | 1,599 | $697.6K | 0.20% | +191+13.6% | Added |