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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 2,667 | $1.17M | 0.05% | +116+4.5% | Added |
| Headlands Technologies LLC | 2,675 | $1.17M | 0.13% | +2,675 | New |
| Evermay Wealth Management LLC | 2,742 | $1.20M | 0.13% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,767 | $1.21M | 0.01% | −681−19.8% | Reduced |
| Tounjian Advisory Partners, LLC | 2,792 | $1.22M | 0.44% | −104−3.6% | Reduced |
| Kentucky Retirement Systems | 15,628 | $1.23M | 0.09% | +5,868+60.1% | Added |
| Advisory Services Network, LLC | 2,831 | $1.24M | 0.02% | −1,061−27.3% | Reduced |
| Accretive Wealth Partners, LLC | 2,831 | $1.24M | 0.35% | +26+0.9% | Added |
| Univest Financial Corp | 2,850 | $1.24M | 0.07% | +2,850 | New |
| Pilgrim Partners Asia Pte Ltd | 2,880 | $1.26M | 0.53% | +140+5.1% | Added |
| Applied Finance Capital Management, LLC | 2,905 | $1.27M | 0.10% | +198+7.3% | Added |
| Evergreen Capital Management LLC | 2,930 | $1.28M | 0.03% | +1,516+107.2% | Added |
| Legato Capital Management LLC | 2,931 | $1.28M | 0.12% | −717−19.7% | Reduced |
| Sunbelt Securities, Inc. | 2,990 | $1.30M | 0.08% | +93+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,022 | $1.32M | 0.01% | −223−6.9% | Reduced |
| Cypress Capital Group | 3,034 | $1.32M | 0.15% | +185+6.5% | Added |
| Frank, Rimerman Advisors LLC | 3,037 | $1.32M | 0.09% | +35+1.2% | Added |
| William Allan, LLC | 3,038 | $1.33M | 0.78% | +3,038 | New |
| Equitable Trust Co | 3,079 | $1.34M | 0.06% | +45+1.5% | Added |
| Stance Capital LLC | 3,086 | $1.35M | 0.65% | +213+7.4% | Added |
| Waterway Wealth Management, LLC | 3,093 | $1.35M | 0.30% | +3,093 | New |
| General Partner, Inc. | 3,095 | $1.35M | 0.82% | −200−6.1% | Reduced |
| Leonteq Securities AG | 3,104 | $1.35M | 0.08% | −3−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,109 | $1.36M | 0.20% | +10.0% | Added |
| Mystic Asset Management, Inc. | 3,116 | $1.36M | 0.32% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,132 | $1.37M | 0.04% | +339+12.1% | Added |
| Ballast Advisors LLC | 3,134 | $1.37M | 0.40% | +22+0.7% | Added |
| Park Avenue Securities LLC | 3,142 | $1.37M | 0.01% | −268−7.9% | Reduced |
| Westerkirk Capital Inc. | 3,145 | $1.37M | 0.15% | −244−7.2% | Reduced |
| Round Hill Asset Management | 3,149 | $1.37M | 0.90% | 00.0% | Unchanged |
| CenterBook Partners LP | 3,151 | $1.37M | 0.07% | +834+36.0% | Added |
| Bridges Investment Management Inc | 3,158 | $1.38M | 0.02% | −8−0.3% | Reduced |
| Ofi Invest Asset Management | 3,282 | $1.38M | 0.02% | +1,520+86.3% | Added |
| Dynamic Technology Lab Private Ltd | 3,178 | $1.39M | 0.23% | +3,178 | New |
| Warren Averett Asset Management, LLC | 3,191 | $1.39M | 0.01% | +656+25.9% | Added |
| Stamos Capital Partners, L.P. | 3,201 | $1.40M | 0.22% | +1,304+68.7% | Added |
| Tobam | 3,233 | $1.41M | 0.37% | +246+8.2% | Added |
| Principal Securities, Inc. | 3,242 | $1.41M | 0.02% | −43−1.3% | Reduced |
| Sage Rhino Capital LLC | 3,243 | $1.41M | 0.26% | +2,056+173.2% | Added |
| Savant Capital, LLC | 3,251 | $1.42M | 0.01% | +12+0.4% | Added |
| Smartleaf Asset Management LLC | 3,300 | $1.43M | 0.05% | −199−5.7% | Reduced |
| V-Square Quantitative Management LLC | 3,276 | $1.43M | 0.15% | −168−4.9% | Reduced |
| Marshall Financial Group LLC | 3,287 | $1.43M | 0.23% | −44−1.3% | Reduced |
| Central Trust Co | 3,295 | $1.44M | 0.03% | +412+14.3% | Added |
| Syon Capital LLC | 3,306 | $1.44M | 0.07% | +544+19.7% | Added |
| Coldstream Capital Management Inc | 3,308 | $1.44M | 0.02% | −108−3.2% | Reduced |
| HM Payson & Co | 3,326 | $1.45M | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 3,338 | $1.46M | 0.03% | +21+0.6% | Added |
| Venturi Wealth Management, LLC | 3,363 | $1.47M | 0.07% | −270−7.4% | Reduced |
| Everence Capital Management Inc | 3,375 | $1.47M | 0.09% | 00.0% | Unchanged |
| J. R. Prunier Capital Management LLC | 3,460 | $1.51M | 0.64% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3,497 | $1.53M | 0.15% | 00.0% | Unchanged |
| Diversified Trust Co | 3,523 | $1.54M | 0.03% | −3,424−49.3% | Reduced |
| Prudential PLC | 3,530 | $1.54M | 0.01% | −2,872−44.9% | Reduced |
| Monte Financial Group, LLC | 3,547 | $1.55M | 0.55% | +73+2.1% | Added |
| EP Wealth Advisors, LLC | 3,588 | $1.57M | 0.01% | +1,386+62.9% | Added |
| Virtus Investment Advisers, Inc. | 3,657 | $1.60M | 0.44% | −229−5.9% | Reduced |
| Eventide Asset Management, LLC | 3,700 | $1.60M | 0.03% | +180+5.1% | Added |
| Long Road Investment Counsel, LLC | 3,679 | $1.60M | 0.63% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.63M | 0.50% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,726 | $1.63M | 0.05% | −135−3.5% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,768 | $1.64M | 0.01% | +3,768 | New |
| Ferguson Wellman Capital Management, Inc | 3,782 | $1.65M | 0.02% | +59+1.6% | Added |
| Polymer Capital Management (US) LLC | 3,814 | $1.66M | 0.25% | +2,311+153.8% | Added |
| Great Lakes Retirement, Inc. | 3,836 | $1.67M | 0.17% | +233+6.5% | Added |
| Banco Santander, S.A. | 3,877 | $1.69M | 0.01% | −10−0.3% | Reduced |
| Texas Yale Capital Corp. | 3,944 | $1.72M | 0.05% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 3,955 | $1.73M | 0.06% | +3,955 | New |
| IFP Advisors, Inc | 3,997 | $1.74M | 0.04% | +156+4.1% | Added |
| Alphadyne Asset Management LP | 4,000 | $1.75M | 0.23% | +4,000 | New |
| Angeles Wealth Management, LLC | 4,007 | $1.75M | 0.10% | −27−0.7% | Reduced |
| Quantitative Investment Management, LLC | 4,063 | $1.77M | 0.18% | −2,227−35.4% | Reduced |
| Bokf, NA | 4,078 | $1.78M | 0.03% | +786+23.9% | Added |
| Gsa Capital Partners LLP | 4,087 | $1.78M | 0.11% | +4,087 | New |
| Essex Savings Bank | 4,090 | $1.78M | 0.39% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,091 | $1.78M | 0.12% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 4,165 | $1.82M | 0.21% | +4+0.1% | Added |
| Securian Asset Management, Inc | 4,172 | $1.82M | 0.07% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,222 | $1.84M | 0.03% | +282+7.2% | Added |
| Jump Financial, LLC | 4,223 | $1.84M | 0.03% | +1,167+38.2% | Added |
| Impax Asset Management Group plc | 4,229 | $1.84M | 0.01% | +1,849+77.7% | Added |
| RSM US Wealth Management LLC | 4,239 | $1.85M | 0.02% | −209−4.7% | Reduced |
| MUFG Securities Americas Inc. | 4,245 | $1.85M | 0.12% | +112+2.7% | Added |
| Plato Investment Management Ltd | 4,281 | $1.87M | 0.13% | +1,389+48.0% | Added |
| Parallel Advisors, LLC | 4,296 | $1.87M | 0.03% | −87−2.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,349 | $1.90M | 0.04% | +20.0% | Added |
| Saturna Capital CORP | 4,362 | $1.90M | 0.03% | −6−0.1% | Reduced |
| Signaturefd, LLC | 4,388 | $1.91M | 0.03% | −430−8.9% | Reduced |
| S-Bank Fund Management Ltd | 4,453 | $1.94M | 0.29% | −166−3.6% | Reduced |
| Burney Co | 4,456 | $1.94M | 0.06% | −1,118−20.1% | Reduced |
| Hingham Institution for Savings | 4,500 | $1.96M | 1.73% | +2,000+80.0% | Added |
| Rossmore Private Capital | 4,501 | $1.96M | 0.17% | 00.0% | Unchanged |
| North Dakota State Investment Board | 4,503 | $1.96M | 0.08% | −829−15.5% | Reduced |
| Blue Fin Capital, Inc. | 4,531 | $1.98M | 0.32% | −179−3.8% | Reduced |
| TFR Capital, LLC. | 4,548 | $1.98M | 0.61% | +81+1.8% | Added |
| Bryn Mawr Trust Co | 4,571 | $1.99M | 0.05% | −200−4.2% | Reduced |
| Quadrant Capital Group LLC | 4,577 | $2.00M | 0.06% | −1,129−19.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,585 | $2.00M | 0.00% | +645+16.4% | Added |
| Brevan Howard Capital Management LP | 4,605 | $2.01M | 0.02% | +4,605 | New |
| Crewe Advisors LLC | 4,630 | $2.02M | 0.17% | −478−9.4% | Reduced |