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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 4 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, Q2 2026

Institutional positions in Moodys Corp as of Jun 30, 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
1,415
+41 vs. Q1 2026
Shares held
158.3M
−2.43M (−1.5%) vs. Q1 2026
Total value
$71.7B
+$1.59B (+2.3%) vs. Q1 2026
New holders
152
502 more added
Sold out
111
529 more reduced

13 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 1,415 institutions
Q1 2021: 923 institutionsQ2 2021: 943 institutionsQ3 2021: 976 institutionsQ4 2021: 1,059 institutionsQ1 2022: 1,023 institutionsQ2 2022: 954 institutionsQ3 2022: 937 institutionsQ4 2022: 966 institutionsQ1 2023: 966 institutionsQ2 2023: 1,025 institutionsQ3 2023: 1,036 institutionsQ4 2023: 1,104 institutionsQ1 2024: 1,133 institutionsQ2 2024: 1,161 institutionsQ3 2024: 1,209 institutionsQ4 2024: 1,303 institutionsQ1 2025: 1,315 institutionsQ2 2025: 1,347 institutionsQ3 2025: 1,337 institutionsQ4 2025: 1,425 institutionsQ1 2026: 1,387 institutionsQ2 2026: 1,415 institutions
Value heldQ2 2026: $71.7B
Q1 2021: $50.8BQ2 2021: $62.0BQ3 2021: $60.2BQ4 2021: $66.2BQ1 2022: $57.3BQ2 2022: $46.0BQ3 2022: $40.9BQ4 2022: $47.4BQ1 2023: $52.0BQ2 2023: $58.3BQ3 2023: $53.3BQ4 2023: $65.9BQ1 2024: $65.4BQ2 2024: $70.2BQ3 2024: $77.7BQ4 2024: $78.2BQ1 2025: $77.5BQ2 2025: $82.9BQ3 2025: $77.0BQ4 2025: $83.1BQ1 2026: $70.1BQ2 2026: $71.7B
Institutions holding MCO and their total value by quarter
QuarterHoldersValue
Q2 20261,415$71.7B
Q1 20261,387$70.1B
Q4 20251,425$83.1B
Q3 20251,337$77.0B
Q2 20251,347$82.9B
Q1 20251,315$77.5B
Q4 20241,303$78.2B
Q3 20241,209$77.7B
Q2 20241,161$70.2B
Q1 20241,133$65.4B
Q4 20231,104$65.9B
Q3 20231,036$53.3B
Q2 20231,025$58.3B
Q1 2023966$52.0B
Q4 2022966$47.4B
Q3 2022937$40.9B
Q2 2022954$46.0B
Q1 20221,023$57.3B
Q4 20211,059$66.2B
Q3 2021976$60.2B
Q2 2021943$62.0B
Q1 2021923$50.8B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2026.

Institutions holding MCO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd97$1480.00%−1−1.0%Reduced
Cordant, Inc.1$3040.00%+1New
Trust Co1$4530.00%−1,000−99.9%Reduced
West Branch Capital LLC1$4530.00%00.0%Unchanged
3 Factor Indexing, LLC1$4530.00%00.0%Unchanged
IMA Wealth, Inc.1$4530.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$4530.01%00.0%Unchanged
Mosley Wealth Management1$4530.00%+1New
Breakwater Investment Management1$4530.00%+1New
Montgomery Financial Services LLC1$4530.00%+1New
Harbor Investment Advisory, LLC2$9060.00%00.0%Unchanged
Tidemark, LLC2$9060.00%00.0%Unchanged
Seneschal Advisors, LLC2$9060.00%00.0%Unchanged
Stone House Investment Management, LLC2$9060.00%+1+100.0%Added
Morton Brown Family Wealth, LLC2$9060.00%+2New
Cape Investment Advisory, Inc.2$9060.00%+2New
Buck Wealth Strategies, LLC2$9060.00%+2New
Spectrum Wealth Advisory Group, LLC2$9080.00%+2New
Golden State Wealth Management, LLC2$9100.00%00.0%Unchanged
Pin Oak Investment Advisors Inc3$1.00K0.00%+3New
CKW Financial Group3$1.00K0.00%+3New
Navigoe, LLC4$1.00K0.00%+4New
Cedar Mountain Advisors, LLC3$1.36K0.00%00.0%Unchanged
BankPlus Trust Department3$1.36K0.00%00.0%Unchanged
Quaker Wealth Management, LLC3$1.36K0.00%+1+50.0%Added
Millstone Evans Group, LLC3$1.36K0.00%+3New
Lloyd Advisory Services, LLC.3$1.36K0.00%+3New
TD Capital Management LLC3$1.38K0.00%00.0%Unchanged
DecisionPoint Financial, LLC3$1.41K0.00%+2+200.0%Added
POM Investment Strategies, LLC4$1.81K0.00%00.0%Unchanged
Arlington Trust Co LLC4$1.81K0.00%00.0%Unchanged
Davis Capital Management4$1.81K0.00%+4New
Winthrop Capital Management, LLC4$2.00K0.00%+2+100.0%Added
Wolff Wiese Magana LLC5$2.27K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.5$2.27K0.00%00.0%Unchanged
Mascoma Wealth Management LLC5$2.27K0.00%00.0%Unchanged
United Community Bank5$2.27K0.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.5$2.27K0.00%+2+66.7%Added
N.E.W. Advisory Services LLC5$2.27K0.00%+5New
Trifecta Capital Advisors, LLC5$2.27K0.00%+5New
Pacifica Partners Inc.5$2.45K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC6$2.62K0.00%00.0%Unchanged
Investors Portfolio Services LLC6$2.65K0.00%+2+50.0%Added
NVWM, LLC6$2.72K0.00%−1−14.3%Reduced
WestEnd Advisors, LLC6$2.72K0.00%+1+20.0%Added
Barnes Dennig Private Wealth Management LLC6$2.72K0.00%+6New
Principia Wealth Advisory, LLC7$3.17K0.00%−2−22.2%Reduced
Corsicana & Co.7$3.17K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC7$3.17K0.00%00.0%Unchanged
Burk Holdings LLC7$3.17K0.00%00.0%Unchanged
Valley National Advisers Inc7$3.17K0.00%+4+133.3%Added
Burkett Financial Services, LLC7$3.18K0.00%+7New
Caitong International Asset Management Co., Ltd8$3.62K0.00%−98−92.5%Reduced
Strategic Wealth Partners, Ltd.8$3.62K0.00%−2−20.0%Reduced
Longfellow Investment Management Co LLC8$3.62K0.00%00.0%Unchanged
Lodestone Wealth Management LLC8$3.62K0.00%00.0%Unchanged
Colonial Trust Co8$3.62K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC8$3.62K0.00%00.0%Unchanged
Guardian Partners Inc.8$3.62K0.00%+8New
Clark Wealth Partners8$3.62K0.00%00.0%Unchanged
American Capital Advisory, LLC8$3.62K0.00%+1+14.3%Added
Allied Private Wealth LLC8$3.89K0.00%+8New
Aventura Private Wealth, LLC9$4.08K0.00%−4−30.8%Reduced
Rakuten Securities, Inc.9$4.08K0.00%+2+28.6%Added
Downshift Financial, LLC9$4.08K0.00%+9New
Pacific Center for Financial Services9$4.08K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC9$4.08K0.00%00.0%Unchanged
HFM Investment Advisors, LLC9$4.08K0.00%+6+200.0%Added
Abound Wealth Management10$4.40K0.00%−20−66.7%Reduced
Altshuler Shaham Ltd10$4.53K0.00%+10New
Planning Strategies Inc.10$4.53K0.00%+10New
Strengthening Families & Communities, LLC10$4.54K0.00%+10New
HighMark Wealth Management LLC11$4.98K0.00%00.0%Unchanged
Gleason Group, Inc.11$4.98K0.00%+11New
GoalVest Advisory LLC11$4.98K0.00%+11New
Creative Capital Management Investments LLC11$4.98K0.00%+11New
BOK Financial Private Wealth, Inc.11$4.98K0.00%+11Added
Rosenberg Matthew Hamilton12$5.43K0.00%00.0%Unchanged
Torren Management, LLC12$5.43K0.00%00.0%Unchanged
Motco12$5.43K0.00%+3+33.3%Added
Cassaday & Co Wealth Management LLC12$5.44K0.00%−9−42.9%Reduced
DiNuzzo Private Wealth, Inc.12$5.44K0.00%00.0%Unchanged
Transce3nd, LLC12$5.85K0.05%−1−7.7%Reduced
Whipplewood Advisors, LLC13$5.89K0.00%−46−78.0%Reduced
Riverview Trust Co13$5.89K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.13$5.89K0.00%00.0%Unchanged
Optiver Holding B.V.13$5.89K0.00%+13New
Adirondack Trust Co14$6.34K0.00%00.0%Unchanged
J.Safra Asset Management Corp14$6.34K0.00%−761−98.2%Reduced
Signature Resources Capital Management, LLC14$6.34K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp14$6.34K0.00%00.0%Unchanged
Chilton Capital Management LLC15$6.79K0.00%00.0%Unchanged
Nemes Rush Group LLC16$7.25K0.00%00.0%Unchanged
Ameriflex Group, Inc.16$7.25K0.00%+16New
PFS Partners, LLC16$7.40K0.00%00.0%Unchanged
Archer Investment Corp17$7.70K0.00%00.0%Unchanged
Virtus ETF Advisers LLC18$8.15K0.00%00.0%Unchanged
Highline Wealth Partners LLC18$8.20K0.00%−14−43.8%Reduced
Meramec Financial Planners, LLC17$8.26K0.00%00.0%Unchanged
Marquette Asset Management, LLC19$8.61K0.00%+10+111.1%Added