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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 19 | $8.61K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 20 | $9.06K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 20 | $9.06K | 0.00% | +20 | New |
| First Pacific Financial | 21 | $9.51K | 0.00% | −21−50.0% | Reduced |
| Kilter Group LLC | 21 | $9.51K | 0.00% | +6+40.0% | Added |
| Hughes Financial Services, LLC | 24 | $10.9K | 0.00% | +6+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 24 | $10.9K | 0.00% | +7+41.2% | Added |
| Legacy Bridge, LLC | 25 | $11.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $11.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 25 | $11.3K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 25 | $11.3K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $11.3K | 0.00% | +10+66.7% | Added |
| Synergy Investment Management, LLC | 25 | $11.7K | 0.00% | +10+66.7% | Added |
| McDonald Partners LLC | 26 | $11.8K | 0.00% | +26 | New |
| Spire Wealth Management | 27 | $12.0K | 0.00% | +1+3.8% | Added |
| Atlantic Trust, LLC | 27 | $12.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $12.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 28 | $12.7K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 30 | $13.4K | 0.01% | −54−64.3% | Reduced |
| Aspect Partners, LLC | 31 | $14.0K | 0.01% | −3−8.8% | Reduced |
| Frazier Financial Advisors, LLC | 32 | $14.5K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $14.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $14.9K | 0.00% | +7+26.9% | Added |
| Cornerstone Financial Management LLC | 33 | $14.9K | 0.01% | +15+83.3% | Added |
| Tounjian Advisory Partners, LLC | 33 | $15.0K | 0.01% | −2,759−98.8% | Reduced |
| Triumph Capital Management | 38 | $17.2K | 0.00% | −5−11.6% | Reduced |
| Truvestments Capital LLC | 39 | $17.7K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 39 | $17.7K | 0.00% | +11+39.3% | Added |
| Private Wealth Management Group, LLC | 39 | $17.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $18.0K | 0.00% | +6+17.1% | Added |
| Westside Investment Management, Inc. | 40 | $18.1K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $18.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $18.1K | 0.01% | +24+150.0% | Added |
| Kerr Financial Planning Corp | 41 | $18.4K | 0.02% | −1−2.4% | Reduced |
| First Command Advisory Services, Inc. | 41 | $18.6K | 0.00% | +18+78.3% | Added |
| Bare Financial Services, Inc | 42 | $19.0K | 0.00% | +26+162.5% | Added |
| SJS Investment Consulting Inc. | 42 | $19.0K | 0.00% | +13+44.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 43 | $19.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 43 | $19.5K | 0.00% | +2+4.9% | Added |
| Raffa Wealth Management, LLC | 44 | $19.9K | 0.00% | +4+10.0% | Added |
| Oakworth Capital, Inc. | 45 | $20.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 46 | $20.8K | 0.00% | −1,088−95.9% | Reduced |
| Caitlin John, LLC | 48 | $21.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 49 | $22.2K | 0.00% | +2+4.3% | Added |
| Birchwood Financial Partners, Inc. | 50 | $22.6K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 52 | $23.6K | 0.00% | +52 | New |
| Financial Management Professionals, Inc. | 54 | $24.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 54 | $24.5K | 0.00% | +15+38.5% | Added |
| Solstein Capital, LLC | 55 | $24.9K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 56 | $25.4K | 0.00% | +8+16.7% | Added |
| Ares Financial Consulting, LLC | 57 | $25.8K | 0.02% | 00.0% | Unchanged |
| Compass Financial Management LLC | 60 | $27.2K | 0.00% | +60 | New |
| Kemnay Advisory Services Inc. | 62 | $28.1K | 0.00% | +11+21.6% | Added |
| Action Point Financial Planning, LLC | 66 | $28.1K | 0.00% | +66 | New |
| Rational Advisors LLC | 63 | $28.5K | 0.00% | +5+8.6% | Added |
| ORG Wealth Partners, LLC | 65 | $29.4K | 0.00% | +40+160.0% | Added |
| IFG Advisory, LLC | 65 | $29.5K | 0.00% | +65 | New |
| Sachetta, LLC | 67 | $30.3K | 0.01% | +17+34.0% | Added |
| Covestor Ltd | 67 | $31.0K | 0.02% | +16+31.4% | Added |
| Bogart Wealth, LLC | 69 | $31.3K | 0.00% | +4+6.2% | Added |
| Vanguard National Trust Co | 70 | $31.7K | 0.00% | −3−4.1% | Reduced |
| Wilkerson Advisory Group LLC | 72 | $32.6K | 0.01% | +14+24.1% | Added |
| Salomon & Ludwin, LLC | 76 | $35.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $37.1K | 0.01% | +26+46.4% | Added |
| Activest Wealth Management | 83 | $37.6K | 0.01% | −28−25.2% | Reduced |
| Park Place Capital Corp | 88 | $39.9K | 0.01% | −62−41.3% | Reduced |
| Asset Planning,Inc | 89 | $40.4K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $40.8K | 0.00% | +4+4.7% | Added |
| UMA Financial Services, Inc. | 93 | $42.1K | 0.01% | +3+3.3% | Added |
| Albion Financial Group | 95 | $43.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 95 | $43.0K | 0.01% | +95 | New |
| West Paces Advisors Inc. | 97 | $43.9K | 0.01% | +97 | New |
| Bruce G. Allen Investments, LLC | 98 | $44.4K | 0.03% | +5+5.4% | Added |
| Joseph Group Capital Management | 98 | $44.4K | 0.01% | +62+172.2% | Added |
| Ogorek Anthony Joseph | 101 | $45.0K | 0.01% | −3−2.9% | Reduced |
| FNY Investment Advisers, LLC | 100 | $45.0K | 0.02% | +100 | New |
| Lavaca Capital LLC | 100 | $45.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 101 | $45.7K | 0.00% | −10−9.0% | Reduced |
| Westfuller Advisors, LLC | 101 | $45.8K | 0.02% | +9+9.8% | Added |
| Ancora Advisors, LLC | 103 | $46.8K | 0.00% | −66−39.1% | Reduced |
| Darwin Advisors, LLC | 103 | $46.8K | 0.01% | +2+2.0% | Added |
| City State Bank | 106 | $48.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 108 | $48.9K | 0.02% | −1−0.9% | Reduced |
| GW&K Investment Management, LLC | 112 | $51.0K | 0.00% | +32+40.0% | Added |
| Axiom Investment Management LLC | 113 | $51.2K | 0.03% | 00.0% | Unchanged |
| Advantage Trust Co | 114 | $51.6K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 114 | $51.6K | 0.01% | −63−35.6% | Reduced |
| JPL Wealth Management, LLC | 120 | $54.4K | 0.01% | +7+6.2% | Added |
| Private Wealth Asset Management, LLC | 121 | $54.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $56.6K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 125 | $56.6K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 130 | $58.9K | 0.00% | −11−7.8% | Reduced |
| 1015 Capital Partners, LLC | 130 | $58.9K | 0.05% | +1+0.8% | Added |
| Bell Investment Advisors, Inc | 134 | $60.7K | 0.01% | −19−12.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 141 | $63.9K | 0.01% | +39+38.2% | Added |
| Horizon Financial Services, LLC | 141 | $63.9K | 0.02% | +43+43.9% | Added |
| Vision Financial Markets LLC | 143 | $64.3K | 0.06% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 156 | $70.7K | 0.05% | −160−50.6% | Reduced |
| Private Trust Co NA | 157 | $71.1K | 0.01% | −14−8.2% | Reduced |
| Silvant Capital Management LLC | 157 | $71.1K | 0.00% | 00.0% | Unchanged |