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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 690 | $312.5K | 0.03% | −118−14.6% | Reduced |
| Maseco LLP | 690 | $312.7K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 691 | $313.2K | 0.02% | +59+9.3% | Added |
| Outlook Wealth Advisors, LLC | 693 | $314.0K | 0.07% | +5+0.7% | Added |
| TFR Capital, LLC. | 696 | $315.2K | 0.09% | −3,852−84.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 697 | $315.7K | 0.01% | +58+9.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $317.0K | 0.11% | 00.0% | Unchanged |
| Rossby Financial, LCC | 700 | $317.2K | 0.06% | +14+2.0% | Added |
| Plotkin Financial Advisors, LLC | 702 | $317.9K | 0.13% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 704 | $318.9K | 0.12% | +81+13.0% | Added |
| Parcion Private Wealth LLC | 704 | $318.9K | 0.02% | +704 | New |
| Fiduciary Trust Co | 706 | $319.8K | 0.00% | −7,648−91.5% | Reduced |
| D'Orazio & Associates, Inc. | 708 | $320.7K | 0.04% | +53+8.1% | Added |
| Defiance ETFs, LLC | 687 | $321.8K | 0.00% | +96+16.2% | Added |
| Atlantic Union Bankshares Corp | 717 | $324.6K | 0.01% | +76+11.9% | Added |
| HCR Wealth Advisors | 719 | $325.6K | 0.03% | −17−2.3% | Reduced |
| Guardian Wealth Advisors, LLC | 720 | $326.1K | 0.02% | −9−1.2% | Reduced |
| Carson Advisory Inc. | 721 | $326.6K | 0.15% | +1+0.1% | Added |
| IMC-Chicago, LLC | 723 | $327.5K | 0.00% | −4,489−86.1% | Reduced |
| Drive Wealth Management, LLC | 727 | $329.3K | 0.06% | +168+30.1% | Added |
| GAM Holding AG | 728 | $329.7K | 0.03% | −56−7.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 736 | $333.3K | 0.00% | +149+25.4% | Added |
| Quotient Wealth Partners, LLC | 740 | $335.3K | 0.01% | +48+6.9% | Added |
| Silvia McColl Wealth Management, LLC | 742 | $336.1K | 0.20% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 743 | $336.4K | 0.01% | −20−2.6% | Reduced |
| 4J Wealth Management LLC | 749 | $339.1K | 0.17% | −27−3.5% | Reduced |
| Independence Bank of Kentucky | 750 | $339.7K | 0.04% | −25−3.2% | Reduced |
| Montecito Bank & Trust | 754 | $341.5K | 0.05% | +754 | New |
| VestGen Advisors, LLC | 755 | $342.0K | 0.01% | +40+5.6% | Added |
| Advisors Capital Management, LLC | 758 | $343.5K | 0.00% | +86+12.8% | Added |
| Gryphon Financial Partners LLC | 766 | $347.0K | 0.03% | +39+5.4% | Added |
| Gladstone Institutional Advisory LLC | 769 | $348.3K | 0.01% | +2+0.3% | Added |
| Wulff, Hansen & Co. | 775 | $351.0K | 0.27% | +120+18.3% | Added |
| Heritage Trust Co | 777 | $351.9K | 0.03% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 778 | $352.4K | 0.11% | +135+21.0% | Added |
| Castleview Partners, LLC | 779 | $352.8K | 0.16% | −17−2.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 779 | $352.8K | 0.03% | +779 | New |
| Meiji Yasuda Asset Management Co Ltd. | 781 | $353.7K | 0.02% | −65−7.7% | Reduced |
| Soltis Investment Advisors LLC | 781 | $353.8K | 0.02% | +240+44.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 788 | $356.9K | 0.02% | +14+1.8% | Added |
| Change Path, LLC | 791 | $358.1K | 0.01% | −2,547−76.3% | Reduced |
| Values Added Financial LLC | 792 | $358.7K | 0.13% | +17+2.2% | Added |
| McLean Asset Management Corp | 750 | $358.9K | 0.05% | +14+1.9% | Added |
| GSB Wealth Management, LLC | 793 | $359.2K | 0.07% | −1−0.1% | Reduced |
| Fagan Associates, Inc. | 795 | $360.1K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 795 | $360.1K | 0.04% | +795 | New |
| Shelton Capital Management | 798 | $361.4K | 0.01% | −40−4.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 800 | $362.3K | 0.52% | +800 | New |
| Woodmont Investment Counsel LLC | 812 | $367.8K | 0.02% | +8+1.0% | Added |
| Range Advisory, LLC | 812 | $367.9K | 0.04% | −511−38.6% | Reduced |
| Ronald Blue Trust, Inc. | 816 | $369.6K | 0.00% | −4−0.5% | Reduced |
| American National Bank | 818 | $370.5K | 0.03% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 822 | $372.2K | 0.04% | +7+0.9% | Added |
| Auto-Owners Insurance Co | 823 | $372.8K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 826 | $374.1K | 0.00% | −17−2.0% | Reduced |
| Intrua Financial, LLC | 835 | $378.3K | 0.04% | +835 | New |
| Laurion Capital Management LP | 839 | $380.0K | 0.03% | +839 | New |
| Bradley Foster & Sargent Inc | 840 | $380.5K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 840 | $380.5K | 0.04% | +25+3.1% | Added |
| AlphaCore Capital LLC | 848 | $383.9K | 0.01% | +361+74.1% | Added |
| Perpetual Ltd | 859 | $389.1K | 0.01% | +252+41.5% | Added |
| Park Edge Advisors, LLC | 874 | $395.9K | 0.08% | −226−20.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 875 | $396.3K | 0.13% | +874+87,400.0% | Added |
| United Financial Planning Group LLC | 877 | $397.2K | 0.20% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 877 | $397.3K | 0.03% | −37−4.0% | Reduced |
| Allstate Corp | 878 | $397.7K | 0.00% | +414+89.2% | Added |
| PFG Advisors | 885 | $400.8K | 0.02% | +11+1.3% | Added |
| Waddell & Associates, LLC | 888 | $402.2K | 0.02% | +888 | New |
| Kathmere Capital Management, LLC | 892 | $403.8K | 0.02% | +59+7.1% | Added |
| Groupe la Francaise | 893 | $404.5K | 0.00% | −38−4.1% | Reduced |
| Penserra Capital Management LLC | 903 | $408.0K | 0.00% | +18+2.0% | Added |
| Pinnacle Financial Partners, Inc. | 901 | $408.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 906 | $410.6K | 0.03% | −49−5.1% | Reduced |
| Sunflower Bank, N.A. | 908 | $411.3K | 0.10% | +18+2.0% | Added |
| Baker Ellis Asset Management LLC | 919 | $416.2K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 919 | $416.2K | 0.03% | +161+21.2% | Added |
| Qtron Investments LLC | 922 | $417.6K | 0.06% | −110−10.7% | Reduced |
| Pettee Investors, Inc. | 924 | $418.5K | 0.21% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 936 | $423.9K | 0.01% | +10+1.1% | Added |
| Prescott Group Capital Management, L.L.C. | 938 | $424.8K | 0.04% | +34+3.8% | Added |
| George Kaiser Family Foundation | 938 | $424.8K | 0.04% | +34+3.8% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 945 | $428.0K | 0.02% | −117−11.0% | Reduced |
| Hutner Capital Management Inc | 945 | $428.0K | 0.17% | 00.0% | Unchanged |
| Baxter Bros Inc | 949 | $429.8K | 0.05% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 950 | $430.3K | 0.19% | −50−5.0% | Reduced |
| Valeo Financial Advisors, LLC | 951 | $430.8K | 0.01% | +126+15.3% | Added |
| Aprio Wealth Management, LLC | 953 | $431.7K | 0.02% | −6−0.6% | Reduced |
| Ted Buchan & Co | 955 | $432.5K | 0.14% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 962 | $435.6K | 0.01% | −7−0.7% | Reduced |
| Correct Capital Wealth Management | 963 | $436.2K | 0.08% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 964 | $436.6K | 0.11% | −75−7.2% | Reduced |
| Shearwater Capital LLC | 964 | $436.7K | 0.21% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 964 | $436.7K | 0.01% | −159−14.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 965 | $437.1K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 970 | $439.0K | 0.01% | −985−50.4% | Reduced |
| Howard Capital Management Inc. | 970 | $439.3K | 0.01% | +423+77.3% | Added |
| Avidian Wealth Solutions, LLC | 971 | $439.6K | 0.01% | +160+19.7% | Added |
| Leavell Investment Management, Inc. | 982 | $444.8K | 0.02% | +982 | New |
| Capital Advisors, Ltd. LLC | 997 | $452.0K | 0.05% | −28−2.7% | Reduced |
| Dempze Nancy E | 1,000 | $452.9K | 0.22% | −200−16.7% | Reduced |