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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 157 | $71.1K | 0.01% | +52+49.5% | Added |
| Edmond de Rothschild Holding S.A. | 165 | $74.7K | 0.00% | +165 | New |
| Your Advocates Ltd., LLP | 171 | $77.4K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 174 | $78.8K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 175 | $79.3K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 176 | $79.7K | 0.03% | −278−61.2% | Reduced |
| Coston, McIsaac & Partners | 177 | $80.0K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 179 | $81.1K | 0.00% | +179 | New |
| Islay Capital Management, LLC | 183 | $82.9K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 188 | $85.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 195 | $88.4K | 0.02% | +2+1.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $90.6K | 0.03% | −10−4.8% | Reduced |
| MB, Levis & Associates, LLC | 200 | $90.6K | 0.03% | 00.0% | Unchanged |
| Burnham & Co LLC | 200 | $90.6K | 0.07% | +200 | New |
| St Germain D J Co Inc | 207 | $93.8K | 0.00% | −130−38.6% | Reduced |
| Crews Bank & Trust | 210 | $95.1K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 220 | $99.6K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 223 | $101.0K | 0.00% | +223 | New |
| Owl Creek Wealth Partners LLC | 223 | $101.0K | 0.03% | +6+2.8% | Added |
| Acropolis Investment Management, LLC | 225 | $101.9K | 0.00% | +225 | New |
| Limestone Investment Advisors LP | 230 | $104.2K | 0.05% | +230 | New |
| AdvisorNet Financial, Inc | 243 | $110.1K | 0.01% | −25−9.3% | Reduced |
| Addison Advisors LLC | 244 | $110.5K | 0.05% | −888−78.4% | Reduced |
| Maj Invest Holding A/S | 245 | $111.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 250 | $113.2K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 252 | $114.1K | 0.00% | +1+0.4% | Added |
| North Star Investment Management Corp. | 253 | $114.6K | 0.01% | +11+4.5% | Added |
| Rialto Wealth Management, LLC | 253 | $114.6K | 0.02% | +189+295.3% | Added |
| Center for Financial Planning, Inc. | 266 | $120.5K | 0.01% | −4−1.5% | Reduced |
| True Wealth Design, LLC | 273 | $123.6K | 0.03% | +46+20.3% | Added |
| JNBA Financial Advisors | 275 | $124.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 283 | $128.2K | 0.08% | +18+6.8% | Added |
| Silver Grove Financial Group, Inc. | 300 | $136.0K | 0.07% | +250+500.0% | Added |
| Basecamp Wealth Advisors LLC | 303 | $137.2K | 0.03% | +11+3.8% | Added |
| Eastern Bank | 313 | $141.8K | 0.00% | +18+6.1% | Added |
| State of Wyoming | 313 | $141.8K | 0.01% | +313 | New |
| Atlas Capital Advisors LLC | 316 | $143.1K | 0.02% | −132−29.5% | Reduced |
| CoreCap Advisors, LLC | 336 | $152.2K | 0.00% | +5+1.5% | Added |
| Federated Hermes, Inc. | 337 | $152.6K | 0.00% | −1,037−75.5% | Reduced |
| Cary Street Partners Financial LLC | 352 | $159.4K | 0.00% | +1+0.3% | Added |
| Swiss Re Ltd | 354 | $160.3K | 0.01% | +335+1,763.2% | Added |
| NBT Bank N A | 355 | $160.8K | 0.01% | −68−16.1% | Reduced |
| Vaquero Private Wealth, Ltd | 372 | $168.5K | 0.03% | +372 | New |
| Zions Bancorporation, National Association | 394 | $178.4K | 0.01% | −59−13.0% | Reduced |
| Peck Wealth Management, LLC | 400 | $181.2K | 0.15% | −100−20.0% | Reduced |
| Birchbrook, Inc. | 400 | $181.2K | 0.09% | 00.0% | Unchanged |
| Onefund, LLC | 410 | $185.7K | 0.11% | −12−2.8% | Reduced |
| Deseret Mutual Benefit Administrators | 419 | $189.8K | 0.06% | −44−9.5% | Reduced |
| Hamilton Capital, LLC | 442 | $200.2K | 0.01% | +442 | New |
| Parkside Financial Bank & Trust | 443 | $200.6K | 0.01% | −12−2.6% | Reduced |
| Main Street Financial Solutions, LLC | 443 | $200.7K | 0.01% | +443 | New |
| Grove Bank & Trust | 444 | $201.1K | 0.02% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 446 | $202.0K | 0.15% | −66−12.9% | Reduced |
| ING Groep NV | 449 | $203.4K | 0.00% | −6,519−93.6% | Reduced |
| Boston Private Wealth LLC | 450 | $203.9K | 0.01% | −57−11.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 452 | $204.7K | 0.01% | −40−8.1% | Reduced |
| Cromwell Holdings LLC | 455 | $206.1K | 0.09% | +92+25.3% | Added |
| Arvest Bank Trust Division | 456 | $206.5K | 0.01% | +456 | New |
| McAdam, LLC | 456 | $206.5K | 0.01% | +456 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 2,155 | $207.1K | 0.06% | +1,250+138.1% | Added |
| Victory Financial Group, LLC | 460 | $208.3K | 0.02% | −167−26.6% | Reduced |
| Cypress Point Wealth Management, LLC | 460 | $208.3K | 0.04% | +460 | New |
| Arkadios Wealth Advisors | 460 | $208.4K | 0.00% | +460 | New |
| Ameritas Advisory Services, LLC | 465 | $210.7K | 0.00% | +465 | New |
| Keel Point, LLC | 466 | $210.8K | 0.01% | +466 | New |
| Clear Street Markets LLC | 466 | $211.1K | 0.04% | +440+1,692.3% | Added |
| Sand Hill Global Advisors, LLC | 466 | $211.1K | 0.01% | −5−1.1% | Reduced |
| Camden Capital, LLC | 468 | $211.9K | 0.01% | +24+5.4% | Added |
| Cary Street Partner Investment Advisory LLC | 468 | $212.0K | 0.04% | +67+16.7% | Added |
| Level Four Advisory Services, LLC | 468 | $212.3K | 0.01% | +6+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 469 | $212.4K | 0.01% | +469 | New |
| Armis Advisers, LLC | 426 | $212.5K | 0.02% | +426 | New |
| Brave Warrior Advisors, LLC | 471 | $213.3K | 0.00% | 00.0% | Unchanged |
| Caden Capital Partners, LP | 471 | $213.3K | 2.57% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 473 | $214.2K | 0.07% | +473 | New |
| Layline Advisors, LLC | 474 | $214.9K | 0.19% | −56−10.6% | Reduced |
| William Howard & Co Financial Advisors Inc | 475 | $215.1K | 0.17% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 476 | $215.6K | 0.01% | +476 | New |
| Equitable Holdings, Inc. | 479 | $216.9K | 0.00% | −177−27.0% | Reduced |
| Income Insurance Ltd | 480 | $217.4K | 0.13% | 00.0% | Unchanged |
| Optas, LLC | 483 | $218.8K | 0.03% | +483 | New |
| Ariadne Wealth Management, LP | 491 | $222.4K | 0.10% | −140−22.2% | Reduced |
| Graticule Asia Macro Advisors LLC | 495 | $224.2K | 0.02% | +495 | New |
| Sym Financial Corp | 497 | $225.1K | 0.02% | +497 | New |
| Valmark Advisers, Inc. | 500 | $226.5K | 0.00% | −12−2.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 500 | $226.5K | 0.06% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 500 | $226.5K | 0.09% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 500 | $226.5K | 0.11% | 00.0% | Unchanged |
| Cherokee Insurance Co | 500 | $226.5K | 0.09% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 500 | $226.5K | 0.02% | +31+6.6% | Added |
| D.B. Root & Company, LLC | 501 | $226.9K | 0.05% | −2−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 502 | $227.0K | 0.00% | +502 | New |
| Sharkey, Howes & Javer | 502 | $227.4K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 502 | $227.4K | 0.00% | +502 | New |
| Sensenig Capital Advisors, Inc | 505 | $228.7K | 0.21% | −62−10.9% | Reduced |
| Quent Capital, LLC | 505 | $228.9K | 0.01% | −2−0.4% | Reduced |
| Aspiriant, LLC | 506 | $229.2K | 0.01% | +506 | New |
| TD Private Client Wealth LLC | 508 | $230.1K | 0.00% | −14−2.7% | Reduced |
| Mainsail Asset Management, LLC | 452 | $230.9K | 0.09% | +452 | New |
| Fukoku Mutual Life Insurance Co | 510 | $231.0K | 0.01% | 00.0% | Unchanged |