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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 512 | $231.9K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 513 | $232.5K | 0.01% | +513 | New |
| Storgate, LLC | 516 | $233.7K | 0.05% | −265−33.9% | Reduced |
| Cornerstone Wealth Group, LLC | 516 | $233.9K | 0.01% | +516 | New |
| Delta Investment Management, LLC | 518 | $234.6K | 0.04% | −13−2.4% | Reduced |
| DV Trading LLC | 520 | $235.5K | 0.02% | −40−7.1% | Reduced |
| Pasadena Private Wealth, LLC | 520 | $235.5K | 0.03% | +520 | New |
| Caerus Investment Advisors, LLC | 523 | $236.9K | 0.08% | +523 | New |
| Asset Advisory Group, Inc. | 527 | $238.7K | 0.10% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 528 | $239.1K | 0.09% | 00.0% | Unchanged |
| VARCOV Co. | 528 | $239.1K | 0.09% | +528 | New |
| Cozad Asset Management Inc | 530 | $240.0K | 0.02% | −200−27.4% | Reduced |
| Banco BTG Pactual S.A. | 531 | $240.5K | 0.03% | +531 | New |
| Great Lakes Advisors, LLC | 533 | $241.4K | 0.00% | +2+0.4% | Added |
| CMH Wealth Management LLC | 536 | $242.8K | 0.04% | +3+0.6% | Added |
| Wayfinding Financial, LLC | 540 | $244.0K | 0.09% | +40+8.0% | Added |
| Principle Wealth Partners LLC | 540 | $244.7K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 543 | $246.0K | 0.01% | −9−1.6% | Reduced |
| Sigma Planning Corp | 545 | $247.0K | 0.01% | +11+2.1% | Added |
| Panoramic Capital Partners, LLC | 547 | $247.7K | 0.12% | −2−0.4% | Reduced |
| Family Management Corp | 547 | $247.7K | 0.03% | −1−0.2% | Reduced |
| Financial Consulate, Inc | 548 | $248.0K | 0.03% | −31−5.4% | Reduced |
| Facet Wealth, Inc. | 548 | $248.2K | 0.00% | +548 | New |
| TRB Wealth Management, LLC | 549 | $248.7K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 551 | $249.6K | 0.03% | −8−1.4% | Reduced |
| Ewa, LLC | 553 | $250.4K | 0.05% | −30−5.1% | Reduced |
| Massmutual Trust Co FSB | 555 | $251.4K | 0.01% | −8−1.4% | Reduced |
| Versant Capital Management, Inc | 556 | $251.8K | 0.02% | +14+2.6% | Added |
| Cambient Family Office, LLC | 556 | $251.8K | 0.03% | +556 | New |
| Ackerman Asset Management, LLC | 559 | $253.2K | 0.15% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 561 | $254.1K | 0.01% | +34+6.5% | Added |
| Resonant Capital Advisors, LLC | 563 | $255.0K | 0.01% | +563 | New |
| Busey Wealth Management | 563 | $255.0K | 0.01% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 568 | $256.9K | 0.00% | +568 | New |
| Kesler, Norman & Wride, LLC | 568 | $257.2K | 0.04% | −180−24.1% | Reduced |
| Tyche Wealth Partners LLC | 575 | $260.3K | 0.04% | +1+0.2% | Added |
| Advus Financial Partners, LLC | 575 | $260.4K | 0.06% | +92+19.0% | Added |
| Close Asset Management Ltd | 575 | $261.0K | 0.01% | −25−4.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 578 | $261.8K | 0.01% | −292−33.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 578 | $261.8K | 0.05% | +17+3.0% | Added |
| TCI Wealth Advisors, Inc. | 578 | $261.8K | 0.01% | +55+10.5% | Added |
| Endowment Wealth Management, Inc. | 578 | $261.9K | 0.10% | +7+1.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 579 | $262.0K | 0.02% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 602 | $262.8K | 0.01% | −12−2.0% | Reduced |
| Bristol Gate Capital Partners Inc. | 582 | $263.6K | 0.02% | −143,706−99.6% | Reduced |
| Claret Asset Management Corp | 582 | $264.0K | 0.03% | +23+4.1% | Added |
| First Citizens Bank & Trust Co | 584 | $264.5K | 0.00% | −55−8.6% | Reduced |
| Morris Financial Concepts, Inc. | 589 | $266.8K | 0.08% | 00.0% | Unchanged |
| Fragasso Group Inc. | 589 | $266.8K | 0.01% | +589 | New |
| Highland Capital Management, LLC | 590 | $267.2K | 0.01% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 591 | $267.7K | 0.09% | +70+13.4% | Added |
| Fenimore Asset Management Inc | 592 | $268.1K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 598 | $270.9K | 0.02% | +51+9.3% | Added |
| Integrity Alliance, LLC. | 598 | $271.3K | 0.01% | −40−6.3% | Reduced |
| EagleClaw Capital Managment, LLC | 600 | $271.8K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $271.8K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 601 | $272.2K | 0.00% | −641−51.6% | Reduced |
| Conning Inc. | 602 | $272.7K | 0.01% | +52+9.5% | Added |
| Commerce Advisors, LLC | 603 | $273.3K | 0.15% | +12+2.0% | Added |
| National Asset Management, Inc. | 607 | $274.6K | 0.01% | +6+1.0% | Added |
| Marks Group Wealth Management, Inc | 608 | $275.4K | 0.02% | +608 | New |
| Alta Advisers Ltd | 611 | $276.7K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 612 | $277.0K | 0.03% | +11+1.8% | Added |
| Childress Capital Advisors, LLC | 615 | $278.5K | 0.05% | −27−4.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 618 | $279.9K | 0.00% | +618 | New |
| Net Worth Advisory Group | 619 | $280.2K | 0.07% | +26+4.4% | Added |
| Birch Hill Investment Advisors LLC | 620 | $280.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 620 | $280.8K | 0.13% | +346+126.3% | Added |
| Twin Lakes Capital Management, LLC | 621 | $281.3K | 0.11% | +1+0.2% | Added |
| Capstone Wealth Management, LLC | 623 | $282.2K | 0.13% | +623 | New |
| Triad Wealth Partners, LLC | 590 | $285.3K | 0.02% | +590 | New |
| Cape Ann Savings Bank | 630 | $285.3K | 0.13% | 00.0% | Unchanged |
| Ignite Planners, LLC | 635 | $288.1K | 0.04% | +31+5.1% | Added |
| Dunhill Financial, LLC | 637 | $288.7K | 0.06% | −1−0.2% | Reduced |
| NorthRock Partners, LLC | 638 | $289.0K | 0.00% | −46−6.7% | Reduced |
| Cypress Asset Management Inc | 639 | $289.4K | 0.06% | 00.0% | Unchanged |
| Saybrook Capital | 643 | $291.2K | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 643 | $291.2K | 0.01% | +77+13.6% | Added |
| Capital Research Global Investors | 647 | $293.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 649 | $293.9K | 0.03% | +23+3.7% | Added |
| Elyxium Wealth, LLC | 650 | $294.4K | 0.03% | +650 | New |
| Baker Tilly Wealth Management, LLC | 660 | $299.0K | 0.06% | +110+20.0% | Added |
| Wexford Capital LP | 663 | $300.3K | 0.04% | +663 | New |
| Innova Wealth Partners | 663 | $300.5K | 0.12% | +6+0.9% | Added |
| Boltwood Capital Management | 665 | $301.2K | 0.07% | −15−2.2% | Reduced |
| FourThought Financial Partners, LLC | 665 | $301.2K | 0.02% | +3+0.5% | Added |
| Balboa Wealth Partners | 669 | $303.1K | 0.04% | −6−0.9% | Reduced |
| Cercano Management LLC | 670 | $303.5K | 0.04% | −56,698−98.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 675 | $305.7K | 0.00% | −170−20.1% | Reduced |
| Legacy Advisors, LLC | 678 | $307.1K | 0.03% | +95+16.3% | Added |
| Advyzon Investment Management, LLC | 679 | $307.5K | 0.02% | +16+2.4% | Added |
| Knightsbridge Asset Management, LLC | 679 | $307.5K | 0.04% | +679 | New |
| S-Bank Fund Management Ltd | 683 | $309.3K | 0.04% | −3,770−84.7% | Reduced |
| Sentinus, LLC | 684 | $309.8K | 0.02% | +684 | New |
| Wedbush Securities Inc | 684 | $310.0K | 0.01% | −3−0.4% | Reduced |
| Catalytic Wealth RIA, LLC | 685 | $310.3K | 0.02% | −50−6.8% | Reduced |
| Rice Hall James & Associates, LLC | 685 | $310.3K | 0.02% | −4−0.6% | Reduced |
| Waterloo Capital, L.P. | 685 | $310.3K | 0.02% | +212+44.8% | Added |
| Guyasuta Investment Advisors Inc | 686 | $310.7K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 687 | $311.2K | 0.01% | 00.0% | Unchanged |