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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 1,381 | $626.0K | 0.08% | −115−7.7% | Reduced |
| E Fund Management Co., Ltd. | 1,394 | $631.4K | 0.01% | +847+154.8% | Added |
| Argyle Capital Management Inc. | 1,400 | $634.1K | 0.18% | 00.0% | Unchanged |
| Assetmark, Inc | 1,405 | $636.3K | 0.00% | −239−14.5% | Reduced |
| Evergreen Capital Management LLC | 1,405 | $636.4K | 0.01% | −1,525−52.0% | Reduced |
| J2 Capital Management Inc | 1,427 | $646.3K | 0.43% | +454+46.7% | Added |
| Empower Advisory Group, LLC | 1,430 | $647.7K | 0.00% | +5+0.4% | Added |
| Hilltop National Bank | 1,431 | $648.1K | 0.14% | −20−1.4% | Reduced |
| 71 West Capital Partners | 1,442 | $653.1K | 0.02% | +583+67.9% | Added |
| Ellevest, Inc. | 1,451 | $653.6K | 0.08% | +316+27.8% | Added |
| New Republic Capital, LLC | 1,450 | $656.5K | 0.15% | +579+66.5% | Added |
| Boston Family Office LLC | 1,454 | $659.0K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,461 | $661.7K | 0.05% | +466+46.8% | Added |
| Brave Asset Management Inc | 1,463 | $662.6K | 0.14% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,468 | $664.9K | 0.01% | +6+0.4% | Added |
| Personal Cfo Solutions, LLC | 1,468 | $665.0K | 0.10% | −54−3.5% | Reduced |
| Concurrent Investment Advisors, LLC | 1,481 | $671.0K | 0.01% | +91+6.5% | Added |
| Evercore Wealth Management, LLC | 1,489 | $674.4K | 0.01% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 1,500 | $679.4K | 0.31% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 1,505 | $681.6K | 0.22% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,505 | $681.9K | 0.02% | +75+5.2% | Added |
| Trust Co of Vermont | 1,509 | $683.5K | 0.03% | +1,509 | New |
| Invesco, LLC | 1,512 | $684.8K | 0.21% | +26+1.7% | Added |
| Proficio Capital Partners LLC | 1,518 | $687.5K | 0.02% | +1,518 | New |
| Crestwood Advisors Group LLC | 1,525 | $690.9K | 0.01% | +157+11.5% | Added |
| Addison Capital Co | 1,550 | $702.0K | 0.12% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,557 | $705.4K | 0.18% | +377+31.9% | Added |
| Pensionmark Financial Group, LLC | 1,597 | $711.5K | 0.01% | −56−3.4% | Reduced |
| Meridian Wealth Management, LLC | 1,579 | $715.0K | 0.02% | +202+14.7% | Added |
| Accurate Wealth Management, LLC | 1,479 | $720.5K | 0.07% | +219+17.4% | Added |
| RMB Capital Management, LLC | 1,591 | $720.6K | 0.01% | −52−3.2% | Reduced |
| Savvy Advisors, Inc. | 1,598 | $723.9K | 0.02% | −36−2.2% | Reduced |
| GKV Capital Management Co., Inc. | 1,600 | $724.7K | 0.23% | −200−11.1% | Reduced |
| O'Connor Alternative Investments LLC | 1,600 | $724.7K | 0.05% | +1,600 | New |
| Castle Rock Wealth Management, LLC | 1,549 | $725.5K | 0.14% | −5−0.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,608 | $728.3K | 0.09% | +20+1.3% | Added |
| Guardian Capital LP | 1,629 | $737.8K | 0.02% | −4,660−74.1% | Reduced |
| Davidson Trust Co | 1,641 | $743.2K | 0.29% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,654 | $749.1K | 0.21% | −28−1.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,660 | $751.8K | 0.05% | −5−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 1,661 | $752.5K | 0.01% | +435+35.5% | Added |
| Prosperity Consulting Group, LLC | 1,673 | $757.7K | 0.03% | +307+22.5% | Added |
| Picton Mahoney Asset Management | 1,680 | $760.9K | 0.01% | −49,102−96.7% | Reduced |
| Matrix Trust Co | 1,680 | $761.0K | 0.11% | +299+21.7% | Added |
| Sowell Financial Services LLC | 1,681 | $761.5K | 0.02% | +119+7.6% | Added |
| Alesco Advisors LLC | 1,682 | $761.8K | 0.02% | −940−35.9% | Reduced |
| Patriot Investment Management Inc. | 1,689 | $765.0K | 0.04% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 1,691 | $765.9K | 0.09% | +532+45.9% | Added |
| Trust Asset Management LLC | 1,704 | $771.8K | 0.05% | −27−1.6% | Reduced |
| Westpac Banking Corp | 1,708 | $773.6K | 0.05% | +411+31.7% | Added |
| Golden Reserve Retirement LLC | 1,710 | $774.5K | 0.12% | +858+100.7% | Added |
| Dara Capital US, Inc. | 1,717 | $777.7K | 0.54% | +279+19.4% | Added |
| CenterBook Partners LP | 1,717 | $777.7K | 0.04% | −1,434−45.5% | Reduced |
| Cynosure Management, LLC | 1,720 | $779.0K | 0.12% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,740 | $788.1K | 0.17% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,800 | $815.0K | 0.64% | +764+73.7% | Added |
| Fifth Third Wealth Advisors LLC | 1,812 | $820.7K | 0.02% | −41−2.2% | Reduced |
| Choate Investment Advisors | 1,858 | $841.5K | 0.01% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,862 | $843.3K | 0.12% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,866 | $845.0K | 0.04% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,867 | $845.6K | 0.21% | +6+0.3% | Added |
| Sivia Capital Partners, LLC | 1,869 | $846.5K | 0.10% | +1,869 | New |
| Fishman Jay A Ltd | 1,875 | $849.2K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,878 | $850.6K | 0.01% | −13−0.7% | Reduced |
| Cache Advisors, LLC | 1,900 | $860.5K | 0.07% | 00.0% | Unchanged |
| Tiptree Advisors, LLC | 1,900 | $860.5K | 0.53% | +1,900 | New |
| Ashton Thomas Securities, LLC | 1,840 | $861.0K | 0.13% | +242+15.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,905 | $862.8K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,914 | $866.9K | 0.07% | −73−3.7% | Reduced |
| Larson Financial Group LLC | 1,915 | $867.3K | 0.02% | +1,287+204.9% | Added |
| Goelzer Investment Management, Inc. | 1,926 | $872.3K | 0.04% | −102−5.0% | Reduced |
| Aaron Wealth Advisors | 1,927 | $872.8K | 0.04% | +79+4.3% | Added |
| Bull Harbor Capital LLC | 1,940 | $878.7K | 0.17% | +678+53.7% | Added |
| Cornerstone Planning Group LLC | 1,806 | $884.6K | 0.11% | +1+0.1% | Added |
| Mission Wealth Management, LP | 1,959 | $887.3K | 0.01% | +952+94.5% | Added |
| Circle Wealth Management, LLC | 1,985 | $899.0K | 0.01% | −8−0.4% | Reduced |
| Stonebridge Capital Management Inc | 2,000 | $905.8K | 0.44% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $905.8K | 0.62% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,006 | $908.6K | 0.03% | +59+3.0% | Added |
| Natixis | 2,013 | $911.7K | 0.00% | −47,015−95.9% | Reduced |
| TIAA Wealth Investment Management LLC | 2,029 | $919.0K | 0.01% | −21−1.0% | Reduced |
| We Are One Seven, LLC | 2,033 | $920.6K | 0.02% | +393+24.0% | Added |
| Frec Markets, Inc. | 2,043 | $925.3K | 0.08% | +957+88.1% | Added |
| Whittier Trust Co | 1,863 | $929.2K | 0.01% | −10−0.5% | Reduced |
| Stableford Capital II LLC | 2,054 | $930.3K | 0.32% | −26−1.3% | Reduced |
| Waldron Private Wealth LLC | 2,069 | $937.1K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,070 | $937.7K | 0.01% | +893+75.9% | Added |
| Westbourne Investment Advisors, Inc. | 2,086 | $944.8K | 0.26% | −50−2.3% | Reduced |
| Simplicity Wealth,LLC | 2,118 | $959.4K | 0.03% | +122+6.1% | Added |
| Pinnacle Associates Ltd | 2,126 | $962.9K | 0.01% | +1,270+148.4% | Added |
| Sterling Capital Management LLC | 2,127 | $963.4K | 0.02% | −8,271−79.5% | Reduced |
| Prospera Financial Services Inc | 2,141 | $970.0K | 0.01% | +190+9.7% | Added |
| Okabena Investment Services Inc | 2,143 | $970.6K | 0.17% | +118+5.8% | Added |
| Institute for Wealth Management, LLC. | 2,146 | $972.0K | 0.09% | −54−2.5% | Reduced |
| Premier Path Wealth Partners, LLC | 2,152 | $974.6K | 0.11% | +203+10.4% | Added |
| Global Retirement Partners, LLC | 2,198 | $995.6K | 0.02% | +2,198 | New |
| Genus Capital Management Inc. | 2,199 | $996.0K | 0.10% | −127−5.5% | Reduced |
| Triangle Securities Wealth Management | 2,208 | $1.00M | 0.20% | +39+1.8% | Added |
| Verdence Capital Advisors LLC | 2,218 | $1.00M | 0.05% | +211+10.5% | Added |
| Bluedoor Private Wealth, LLC | 2,220 | $1.01M | 0.42% | +34+1.6% | Added |