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 |
|---|---|---|---|---|---|
| Texas Bank & Trust Co | 1,000 | $452.9K | 0.15% | 00.0% | Unchanged |
| Perryman Financial Advisory Inc | 1,000 | $452.9K | 0.06% | +1,000 | New |
| Optimize Financial Inc | 1,006 | $455.6K | 0.16% | −3−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,006 | $455.6K | 0.11% | +1,006 | New |
| Wick Capital Partners, LLC | 1,007 | $456.0K | 0.07% | +268+36.3% | Added |
| Militia Capital Management LLC | 1,009 | $457.0K | 0.08% | −466−31.6% | Reduced |
| RFG Advisory, LLC | 1,011 | $458.1K | 0.01% | −10−1.0% | Reduced |
| Charter Trust Co | 1,015 | $459.7K | 0.02% | −50−4.7% | Reduced |
| Broadleaf Partners, LLC | 1,020 | $462.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,022 | $462.9K | 0.04% | +20+2.0% | Added |
| Moneta Group Investment Advisors LLC | 1,026 | $464.7K | 0.00% | −13−1.3% | Reduced |
| denkapparat Operations GmbH | 1,026 | $464.7K | 0.15% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,031 | $467.0K | 0.11% | +85+9.0% | Added |
| Nwam LLC | 1,031 | $467.1K | 0.02% | +1,031 | New |
| Anchyra Partners LLC | 1,032 | $467.4K | 0.11% | +27+2.7% | Added |
| Stratos Wealth Advisors, LLC | 1,034 | $468.3K | 0.03% | +1+0.1% | Added |
| Pacific Excel Wealth Advisors, Inc. | 1,036 | $469.2K | 0.18% | +1,036 | New |
| Heritage Family Offices, LLP | 1,036 | $469.2K | 0.18% | −512−33.1% | Reduced |
| Polymer Capital Management (US) LLC | 1,040 | $471.0K | 0.07% | −2,774−72.7% | Reduced |
| MONECO Advisors, LLC | 1,044 | $472.9K | 0.03% | +57+5.8% | Added |
| Howland Capital Management LLC | 1,046 | $473.8K | 0.02% | +1+0.1% | Added |
| Aviso Financial Inc. | 1,049 | $475.1K | 0.02% | +14+1.4% | Added |
| West Family Investments, Inc. | 1,049 | $475.1K | 0.14% | +358+51.8% | Added |
| Legacy Private Trust Co. | 1,050 | $475.6K | 0.03% | −90−7.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,051 | $476.0K | 0.05% | −4−0.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,051 | $476.0K | 0.10% | +1,051 | New |
| Beese Fulmer Investment Management, Inc. | 1,053 | $476.9K | 0.03% | +266+33.8% | Added |
| Sepio Capital, LP | 1,062 | $480.8K | 0.02% | −48−4.3% | Reduced |
| Legato Capital Management LLC | 1,068 | $483.7K | 0.04% | −1,863−63.6% | Reduced |
| RDA Financial Network | 1,075 | $486.7K | 0.11% | +54+5.3% | Added |
| Diversified Trust Co | 1,077 | $487.8K | 0.01% | −2,446−69.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,080 | $489.2K | 0.02% | −200−15.6% | Reduced |
| Regal Investment Advisors LLC | 1,084 | $490.9K | 0.03% | +1,084 | New |
| Engineers Gate Manager LP | 1,084 | $491.0K | 0.01% | −582−34.9% | Reduced |
| Aptus Capital Advisors, LLC | 1,094 | $495.5K | 0.00% | +109+11.1% | Added |
| Abacus Planning Group, Inc. | 1,096 | $496.4K | 0.06% | −59−5.1% | Reduced |
| Inceptionr LLC | 1,098 | $497.3K | 0.12% | +1,098 | New |
| Wilkins Investment Counsel Inc | 1,100 | $498.2K | 0.07% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 1,104 | $500.2K | 0.03% | +132+13.6% | Added |
| Fiduciary Family Office, LLC | 1,108 | $501.8K | 0.13% | −491−30.7% | Reduced |
| Seeds Investor LLC | 1,111 | $503.4K | 0.05% | −212−16.0% | Reduced |
| Bridgewater Advisors Inc. | 1,045 | $504.9K | 0.03% | −19−1.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,128 | $510.9K | 0.03% | −9−0.8% | Reduced |
| Winslow Capital Management, LLC | 1,132 | $512.7K | 0.00% | −293−20.6% | Reduced |
| Blue Edge Capital, LLC | 1,135 | $514.1K | 0.06% | −111−8.9% | Reduced |
| Everhart Financial Group, Inc. | 1,143 | $517.7K | 0.03% | −287−20.1% | Reduced |
| Patton Albertson Miller Group, LLC | 1,143 | $517.7K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 1,145 | $519.0K | 0.01% | +38+3.4% | Added |
| Capstone Investment Advisors, LLC | 1,155 | $523.1K | 0.00% | +1,155 | New |
| PDS Planning, Inc | 1,161 | $525.8K | 0.03% | −67−5.5% | Reduced |
| Mutual Advisors, LLC | 1,161 | $525.9K | 0.01% | +31+2.7% | Added |
| Spirepoint Private Client, LLC | 1,164 | $527.3K | 0.04% | −14−1.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,167 | $528.6K | 0.10% | +8+0.7% | Added |
| First Horizon Corp | 1,181 | $534.9K | 0.02% | −2−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,183 | $535.8K | 0.07% | +61+5.4% | Added |
| Fidelis Capital Partners, LLC | 1,192 | $539.9K | 0.03% | +48+4.2% | Added |
| Lansing Street Advisors | 1,193 | $540.3K | 0.12% | −6−0.5% | Reduced |
| London & Capital Asset Management Ltd | 1,199 | $543.4K | 0.00% | −72−5.7% | Reduced |
| Fayez Sarofim & Co | 1,200 | $543.5K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,200 | $543.5K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 1,213 | $549.3K | 0.33% | +1+0.1% | Added |
| Dodge & Cox | 1,213 | $549.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,214 | $550.0K | 0.00% | +101+9.1% | Added |
| Wellington Grp LLC | 1,219 | $552.1K | 0.15% | −334−21.5% | Reduced |
| Mayfair Advisory Group, LLC | 1,171 | $552.1K | 0.17% | −1−0.1% | Reduced |
| Maple Capital Management, Inc. | 1,225 | $554.8K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 1,227 | $555.8K | 0.03% | −71−5.5% | Reduced |
| Kingsview Wealth Management, LLC | 1,231 | $557.6K | 0.01% | −169−12.1% | Reduced |
| International Assets Investment Management, LLC | 1,194 | $559.2K | 0.03% | +6+0.5% | Added |
| Dimension Capital Management LLC | 1,249 | $565.7K | 0.07% | +254+25.5% | Added |
| Checchi Capital Advisers, LLC | 1,257 | $569.3K | 0.04% | −2−0.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,258 | $570.0K | 0.20% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,278 | $578.8K | 0.13% | +15+1.2% | Added |
| Drake & Associates, LLC | 1,280 | $579.7K | 0.10% | −948−42.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,283 | $581.1K | 0.03% | −29−2.2% | Reduced |
| Edgestream Partners, L.P. | 1,289 | $583.8K | 0.02% | −7,950−86.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,289 | $583.8K | 0.02% | −84−6.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,289 | $583.8K | 0.01% | +243+23.2% | Added |
| Sagewood Asset Management LP | 1,294 | $586.1K | 0.13% | +273+26.7% | Added |
| DDD Partners, LLC | 1,295 | $586.5K | 0.04% | −1−0.1% | Reduced |
| Cambria Investment Management, L.P. | 1,295 | $586.5K | 0.03% | +1,295 | New |
| Profund Advisors LLC | 1,308 | $592.4K | 0.02% | −62−4.5% | Reduced |
| Panagora Asset Management Inc | 1,310 | $593.3K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,319 | $597.4K | 0.06% | +242+22.5% | Added |
| Vann Equity Management LLC | 1,320 | $597.7K | 0.36% | +94+7.7% | Added |
| TCG Advisory Services, LLC | 1,324 | $599.6K | 0.01% | +473+55.6% | Added |
| EverSource Wealth Advisors, LLC | 1,325 | $600.0K | 0.02% | +25+1.9% | Added |
| Diversify Wealth Management, LLC | 1,245 | $605.0K | 0.01% | −33−2.6% | Reduced |
| Diversify Advisory Services, LLC | 1,245 | $605.0K | 0.01% | +761+157.2% | Added |
| BW Gestao de Investimentos Ltda. | 1,354 | $613.3K | 0.01% | +815+151.2% | Added |
| Fiduciary Alliance LLC | 1,358 | $615.2K | 0.04% | −149−9.9% | Reduced |
| Azzad Asset Management Inc | 1,364 | $617.8K | 0.05% | −48−3.4% | Reduced |
| Fortis Capital Management LLC | 1,365 | $618.1K | 0.07% | +30+2.2% | Added |
| PCM Encore, LLC | 1,367 | $619.2K | 0.11% | −36−2.6% | Reduced |
| Qsemble Capital Management, LP | 1,368 | $619.6K | 0.08% | +1,368 | New |
| Argent Trust Co | 1,373 | $621.9K | 0.02% | −151−9.9% | Reduced |
| DeDora Capital, Inc. | 1,374 | $622.3K | 0.14% | −2−0.1% | Reduced |
| Sentry LLC | 1,374 | $622.3K | 0.17% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,375 | $622.8K | 0.03% | −840−37.9% | Reduced |
| J.W. Cole Advisors, Inc. | 1,380 | $625.2K | 0.01% | +1,380 | New |