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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 4,349 | $1.90M | 0.04% | +20.0% | Added |
| Parallel Advisors, LLC | 4,296 | $1.87M | 0.03% | −87−2.0% | Reduced |
| Plato Investment Management Ltd | 4,281 | $1.87M | 0.13% | +1,389+48.0% | Added |
| MUFG Securities Americas Inc. | 4,245 | $1.85M | 0.12% | +112+2.7% | Added |
| RSM US Wealth Management LLC | 4,239 | $1.85M | 0.02% | −209−4.7% | Reduced |
| Impax Asset Management Group plc | 4,229 | $1.84M | 0.01% | +1,849+77.7% | Added |
| Jump Financial, LLC | 4,223 | $1.84M | 0.03% | +1,167+38.2% | Added |
| Citizens Financial Group Inc | 4,222 | $1.84M | 0.03% | +282+7.2% | Added |
| Securian Asset Management, Inc | 4,172 | $1.82M | 0.07% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 4,165 | $1.82M | 0.21% | +4+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,091 | $1.78M | 0.12% | 00.0% | Unchanged |
| Essex Savings Bank | 4,090 | $1.78M | 0.39% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,087 | $1.78M | 0.11% | +4,087 | New |
| Bokf, NA | 4,078 | $1.78M | 0.03% | +786+23.9% | Added |
| Quantitative Investment Management, LLC | 4,063 | $1.77M | 0.18% | −2,227−35.4% | Reduced |
| Angeles Wealth Management, LLC | 4,007 | $1.75M | 0.10% | −27−0.7% | Reduced |
| Alphadyne Asset Management LP | 4,000 | $1.75M | 0.23% | +4,000 | New |
| IFP Advisors, Inc | 3,997 | $1.74M | 0.04% | +156+4.1% | Added |
| Main Management ETF Advisors, LLC | 3,955 | $1.73M | 0.06% | +3,955 | New |
| Texas Yale Capital Corp. | 3,944 | $1.72M | 0.05% | 00.0% | Unchanged |
| Banco Santander, S.A. | 3,877 | $1.69M | 0.01% | −10−0.3% | Reduced |
| Great Lakes Retirement, Inc. | 3,836 | $1.67M | 0.17% | +233+6.5% | Added |
| Polymer Capital Management (US) LLC | 3,814 | $1.66M | 0.25% | +2,311+153.8% | Added |
| Ferguson Wellman Capital Management, Inc | 3,782 | $1.65M | 0.02% | +59+1.6% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,768 | $1.64M | 0.01% | +3,768 | New |
| SRS Capital Advisors, Inc. | 3,726 | $1.63M | 0.05% | −135−3.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.63M | 0.50% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,679 | $1.60M | 0.63% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 3,700 | $1.60M | 0.03% | +180+5.1% | Added |
| Virtus Investment Advisers, Inc. | 3,657 | $1.60M | 0.44% | −229−5.9% | Reduced |
| EP Wealth Advisors, LLC | 3,588 | $1.57M | 0.01% | +1,386+62.9% | Added |
| Monte Financial Group, LLC | 3,547 | $1.55M | 0.55% | +73+2.1% | Added |
| Prudential PLC | 3,530 | $1.54M | 0.01% | −2,872−44.9% | Reduced |
| Diversified Trust Co | 3,523 | $1.54M | 0.03% | −3,424−49.3% | Reduced |
| Knollwood Investment Advisory, LLC | 3,497 | $1.53M | 0.15% | 00.0% | Unchanged |
| J. R. Prunier Capital Management LLC | 3,460 | $1.51M | 0.64% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,375 | $1.47M | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,363 | $1.47M | 0.07% | −270−7.4% | Reduced |
| Change Path, LLC | 3,338 | $1.46M | 0.03% | +21+0.6% | Added |
| HM Payson & Co | 3,326 | $1.45M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,308 | $1.44M | 0.02% | −108−3.2% | Reduced |
| Syon Capital LLC | 3,306 | $1.44M | 0.07% | +544+19.7% | Added |
| Central Trust Co | 3,295 | $1.44M | 0.03% | +412+14.3% | Added |
| Marshall Financial Group LLC | 3,287 | $1.43M | 0.23% | −44−1.3% | Reduced |
| V-Square Quantitative Management LLC | 3,276 | $1.43M | 0.15% | −168−4.9% | Reduced |
| Smartleaf Asset Management LLC | 3,300 | $1.43M | 0.05% | −199−5.7% | Reduced |
| Savant Capital, LLC | 3,251 | $1.42M | 0.01% | +12+0.4% | Added |
| Sage Rhino Capital LLC | 3,243 | $1.41M | 0.26% | +2,056+173.2% | Added |
| Principal Securities, Inc. | 3,242 | $1.41M | 0.02% | −43−1.3% | Reduced |
| Tobam | 3,233 | $1.41M | 0.37% | +246+8.2% | Added |
| Stamos Capital Partners, L.P. | 3,201 | $1.40M | 0.22% | +1,304+68.7% | Added |
| Warren Averett Asset Management, LLC | 3,191 | $1.39M | 0.01% | +656+25.9% | Added |
| Dynamic Technology Lab Private Ltd | 3,178 | $1.39M | 0.23% | +3,178 | New |
| Ofi Invest Asset Management | 3,282 | $1.38M | 0.02% | +1,520+86.3% | Added |
| Bridges Investment Management Inc | 3,158 | $1.38M | 0.02% | −8−0.3% | Reduced |
| CenterBook Partners LP | 3,151 | $1.37M | 0.07% | +834+36.0% | Added |
| Round Hill Asset Management | 3,149 | $1.37M | 0.90% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,145 | $1.37M | 0.15% | −244−7.2% | Reduced |
| Park Avenue Securities LLC | 3,142 | $1.37M | 0.01% | −268−7.9% | Reduced |
| Ballast Advisors LLC | 3,134 | $1.37M | 0.40% | +22+0.7% | Added |
| Advisory Alpha, LLC | 3,132 | $1.37M | 0.04% | +339+12.1% | Added |
| Mystic Asset Management, Inc. | 3,116 | $1.36M | 0.32% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,109 | $1.36M | 0.20% | +10.0% | Added |
| Leonteq Securities AG | 3,104 | $1.35M | 0.08% | −3−0.1% | Reduced |
| General Partner, Inc. | 3,095 | $1.35M | 0.82% | −200−6.1% | Reduced |
| Waterway Wealth Management, LLC | 3,093 | $1.35M | 0.30% | +3,093 | New |
| Stance Capital LLC | 3,086 | $1.35M | 0.65% | +213+7.4% | Added |
| Equitable Trust Co | 3,079 | $1.34M | 0.06% | +45+1.5% | Added |
| William Allan, LLC | 3,038 | $1.33M | 0.78% | +3,038 | New |
| Frank, Rimerman Advisors LLC | 3,037 | $1.32M | 0.09% | +35+1.2% | Added |
| Cypress Capital Group | 3,034 | $1.32M | 0.15% | +185+6.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,022 | $1.32M | 0.01% | −223−6.9% | Reduced |
| Sunbelt Securities, Inc. | 2,990 | $1.30M | 0.08% | +93+3.2% | Added |
| Legato Capital Management LLC | 2,931 | $1.28M | 0.12% | −717−19.7% | Reduced |
| Evergreen Capital Management LLC | 2,930 | $1.28M | 0.03% | +1,516+107.2% | Added |
| Applied Finance Capital Management, LLC | 2,905 | $1.27M | 0.10% | +198+7.3% | Added |
| Pilgrim Partners Asia Pte Ltd | 2,880 | $1.26M | 0.53% | +140+5.1% | Added |
| Univest Financial Corp | 2,850 | $1.24M | 0.07% | +2,850 | New |
| Accretive Wealth Partners, LLC | 2,831 | $1.24M | 0.35% | +26+0.9% | Added |
| Advisory Services Network, LLC | 2,831 | $1.24M | 0.02% | −1,061−27.3% | Reduced |
| Kentucky Retirement Systems | 15,628 | $1.23M | 0.09% | +5,868+60.1% | Added |
| Tounjian Advisory Partners, LLC | 2,792 | $1.22M | 0.44% | −104−3.6% | Reduced |
| Cresset Asset Management, LLC | 2,767 | $1.21M | 0.01% | −681−19.8% | Reduced |
| Evermay Wealth Management LLC | 2,742 | $1.20M | 0.13% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,675 | $1.17M | 0.13% | +2,675 | New |
| Smithfield Trust Co | 2,667 | $1.17M | 0.05% | +116+4.5% | Added |
| Summit Financial, LLC | 2,662 | $1.16M | 0.01% | +248+10.3% | Added |
| Hills Bank & Trust Co | 2,660 | $1.16M | 0.06% | −91−3.3% | Reduced |
| Wedmont Private Capital | 2,576 | $1.15M | 0.04% | −43−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 2,639 | $1.15M | 0.01% | +1,824+223.8% | Added |
| Nutshell Asset Management Ltd | 2,630 | $1.15M | 0.63% | +2,630 | New |
| Alesco Advisors LLC | 2,622 | $1.14M | 0.03% | +2,622 | New |
| GeoWealth Management, LLC | 2,601 | $1.14M | 0.04% | −849−24.6% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,593 | $1.13M | 0.12% | +263+11.3% | Added |
| TCW Group Inc | 2,565 | $1.12M | 0.01% | +124+5.1% | Added |
| Key Financial Inc | 2,564 | $1.12M | 0.20% | −2−0.1% | Reduced |
| Mattern Capital Management, LLC | 2,561 | $1.12M | 0.13% | +820+47.1% | Added |
| Independent Advisor Alliance | 2,560 | $1.12M | 0.01% | −76−2.9% | Reduced |
| Washington Trust Advisors, Inc. | 2,558 | $1.12M | 0.09% | +3+0.1% | Added |
| Anchor Investment Management, LLC | 2,538 | $1.11M | 0.09% | 00.0% | Unchanged |