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; 1,414 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 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $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 |
|---|---|---|---|---|---|
| MOKAN Wealth Management Inc. | 1,612 | $703.1K | 0.31% | −1,157−41.8% | Reduced |
| Savvy Advisors, Inc. | 1,634 | $712.9K | 0.02% | +466+39.9% | Added |
| We Are One Seven, LLC | 1,640 | $715.5K | 0.01% | −361−18.0% | Reduced |
| Davidson Trust Co | 1,641 | $715.9K | 0.31% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,643 | $716.8K | 0.01% | +3+0.2% | Added |
| Assetmark, Inc | 1,644 | $717.1K | 0.00% | −381−18.8% | Reduced |
| Pensionmark Financial Group, LLC | 1,653 | $721.0K | 0.01% | −82−4.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,665 | $726.4K | 0.05% | −63−3.6% | Reduced |
| Engineers Gate Manager LP | 1,666 | $726.8K | 0.01% | +1,666 | New |
| Crestmont Private Wealth LLC | 1,682 | $733.8K | 0.23% | +100+6.3% | Added |
| Patriot Investment Management Inc. | 1,689 | $736.8K | 0.05% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 1,690 | $737.3K | 0.07% | +1,690 | New |
| Cynosure Management, LLC | 1,720 | $750.4K | 0.09% | −909−34.6% | Reduced |
| Trust Asset Management LLC | 1,731 | $755.1K | 0.05% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,740 | $759.1K | 0.18% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,741 | $759.5K | 0.04% | +31+1.8% | Added |
| GKV Capital Management Co., Inc. | 1,800 | $785.3K | 0.29% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,834 | $800.1K | 0.02% | −322−14.9% | Reduced |
| Spinnaker Trust | 1,840 | $802.7K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,848 | $806.2K | 0.05% | −260−12.3% | Reduced |
| Fisher Asset Management, LLC | 1,847 | $806.5K | 0.00% | −195−9.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,891 | $808.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,853 | $808.4K | 0.03% | +477+34.7% | Added |
| Choate Investment Advisors | 1,858 | $810.6K | 0.02% | −171−8.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,861 | $811.9K | 0.23% | −29−1.5% | Reduced |
| Asset Management Group, Inc. | 1,862 | $812.3K | 0.13% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,866 | $814.0K | 0.04% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 1,875 | $818.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,805 | $820.1K | 0.11% | +19+1.1% | Added |
| Cache Advisors, LLC | 1,900 | $828.9K | 0.10% | +564+42.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,905 | $831.1K | 0.00% | −43−2.2% | Reduced |
| Whittier Trust Co | 1,873 | $831.8K | 0.01% | +17+0.9% | Added |
| Pallas Capital Advisors LLC | 1,913 | $834.5K | 0.03% | +1,102+135.9% | Added |
| Belpointe Asset Management LLC | 1,947 | $849.4K | 0.03% | −931−32.3% | Reduced |
| Premier Path Wealth Partners, LLC | 1,949 | $850.2K | 0.11% | +890+84.0% | Added |
| Prospera Financial Services Inc | 1,951 | $851.4K | 0.01% | −66−3.3% | Reduced |
| Capital Analysts, LLC | 1,955 | $853.0K | 0.02% | −200−9.3% | Reduced |
| Sagespring Wealth Partners, LLC | 1,960 | $855.1K | 0.02% | +151+8.3% | Added |
| Allworth Financial LP | 1,978 | $863.1K | 0.00% | +367+22.8% | Added |
| LVW Advisors, LLC | 1,987 | $866.8K | 0.08% | −620−23.8% | Reduced |
| Circle Wealth Management, LLC | 1,993 | $869.4K | 0.01% | −52−2.5% | Reduced |
| Brighton Jones LLC | 1,994 | $869.9K | 0.02% | +1,994 | New |
| Simplicity Wealth,LLC | 1,996 | $870.8K | 0.05% | +89+4.7% | Added |
| Enhancing Capital LLC | 2,000 | $872.5K | 0.65% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 2,000 | $872.5K | 0.40% | +2,000 | New |
| Hennion & Walsh Asset Management, Inc. | 2,002 | $873.4K | 0.03% | −2,507−55.6% | Reduced |
| Verdence Capital Advisors LLC | 2,007 | $875.6K | 0.05% | +112+5.9% | Added |
| Okabena Investment Services Inc | 2,025 | $883.4K | 0.17% | +73+3.7% | Added |
| Virtu Financial LLC | 2,026 | $884.0K | 0.04% | +2,026 | New |
| Goelzer Investment Management, Inc. | 2,028 | $884.7K | 0.04% | +2,028 | New |
| TIAA Wealth Investment Management LLC | 2,050 | $894.3K | 0.01% | +2,050 | New |
| Waldron Private Wealth LLC | 2,069 | $902.6K | 0.04% | +17+0.8% | Added |
| Stableford Capital II LLC | 2,080 | $907.4K | 0.34% | +13+0.6% | Added |
| Brookstone Capital Management | 2,097 | $915.0K | 0.01% | −43−2.0% | Reduced |
| Intesa Sanpaolo S.p.A. | 2,108 | $919.6K | 0.06% | −2,320−52.4% | Reduced |
| Capricorn Fund Managers Ltd | 2,111 | $920.9K | 0.14% | +2,111 | New |
| Northwest & Ethical Investments L.P. | 2,080 | $923.7K | 0.02% | +2,080 | New |
| Westbourne Investment Advisors, Inc. | 2,136 | $931.8K | 0.27% | −50−2.3% | Reduced |
| Buckingham Strategic Partners | 2,144 | $935.4K | 0.01% | +2,144 | New |
| Reflection Asset Management | 2,145 | $935.8K | 0.57% | −1,293−37.6% | Reduced |
| GAMMA Investing LLC | 2,160 | $942.3K | 0.04% | −461−17.6% | Reduced |
| Triangle Securities Wealth Management | 2,169 | $946.4K | 0.21% | −9−0.4% | Reduced |
| Bluedoor Private Wealth, LLC | 2,186 | $953.6K | 0.44% | −45−2.0% | Reduced |
| Institute for Wealth Management, LLC. | 2,200 | $959.8K | 0.10% | −15−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 2,215 | $966.3K | 0.04% | −16,225−88.0% | Reduced |
| Novem Group | 2,222 | $969.1K | 0.11% | +117+5.6% | Added |
| Drake & Associates, LLC | 2,228 | $972.0K | 0.19% | +2,228 | New |
| Krilogy Financial LLC | 2,202 | $987.5K | 0.03% | +1,002+83.5% | Added |
| Benin Management CORP | 2,283 | $996.0K | 0.22% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,302 | $1.00M | 0.03% | −1,497−39.4% | Reduced |
| Smart Money Group LLC | 2,318 | $1.01M | 0.29% | −18−0.8% | Reduced |
| Genus Capital Management Inc. | 2,326 | $1.01M | 0.12% | −62−2.6% | Reduced |
| Atomi Financial Group, Inc. | 2,330 | $1.02M | 0.03% | +709+43.7% | Added |
| Riversedge Advisors, LLC | 2,367 | $1.03M | 0.17% | +326+16.0% | Added |
| Machina Capital S.A.S. | 2,368 | $1.03M | 0.20% | −4,449−65.3% | Reduced |
| Sandler Capital Management | 2,382 | $1.04M | 0.71% | +2,382 | New |
| Promethium Advisors,llc | 2,390 | $1.04M | 0.54% | +4+0.2% | Added |
| Adviser Investments LLC | 2,429 | $1.06M | 0.01% | +10+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 2,434 | $1.06M | 0.01% | −61−2.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,436 | $1.06M | 0.03% | −167−6.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 2,464 | $1.07M | 0.64% | −70−2.8% | Reduced |
| Balyasny Asset Management LLC | 2,490 | $1.09M | 0.00% | +119+5.0% | Added |
| Intesa Sanpaolo Wealth Management | 2,494 | $1.09M | 0.27% | −10,041−80.1% | Reduced |
| Redmond Asset Management, LLC | 2,500 | $1.09M | 0.30% | +110+4.6% | Added |
| Compagnie Lombard Odier SCmA | 2,500 | $1.09M | 0.01% | +200+8.7% | Added |
| Hantz Financial Services, Inc. | 2,518 | $1.10M | 0.02% | −582−18.8% | Reduced |
| Anchor Investment Management, LLC | 2,538 | $1.11M | 0.09% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,558 | $1.12M | 0.09% | +3+0.1% | Added |
| Independent Advisor Alliance | 2,560 | $1.12M | 0.01% | −76−2.9% | Reduced |
| Mattern Capital Management, LLC | 2,561 | $1.12M | 0.13% | +820+47.1% | Added |
| Key Financial Inc | 2,564 | $1.12M | 0.20% | −2−0.1% | Reduced |
| TCW Group Inc | 2,565 | $1.12M | 0.01% | +124+5.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 2,593 | $1.13M | 0.12% | +263+11.3% | Added |
| GeoWealth Management, LLC | 2,601 | $1.14M | 0.04% | −849−24.6% | Reduced |
| Alesco Advisors LLC | 2,622 | $1.14M | 0.03% | +2,622 | New |
| Nutshell Asset Management Ltd | 2,630 | $1.15M | 0.63% | +2,630 | New |
| Integrated Wealth Concepts LLC | 2,639 | $1.15M | 0.01% | +1,824+223.8% | Added |
| Wedmont Private Capital | 2,576 | $1.15M | 0.04% | −43−1.6% | Reduced |
| Hills Bank & Trust Co | 2,660 | $1.16M | 0.06% | −91−3.3% | Reduced |
| Summit Financial, LLC | 2,662 | $1.16M | 0.01% | +248+10.3% | Added |