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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,224 | $1.01M | 0.01% | −210−8.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,243 | $1.02M | 0.03% | −193−7.9% | Reduced |
| Benin Management CORP | 2,283 | $1.03M | 0.21% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,291 | $1.04M | 0.01% | +194+9.3% | Added |
| Pallas Capital Advisors LLC | 2,302 | $1.04M | 0.03% | +389+20.3% | Added |
| Novem Group | 2,338 | $1.06M | 0.11% | +116+5.2% | Added |
| Spinnaker Trust | 2,340 | $1.06M | 0.05% | +500+27.2% | Added |
| Meadowbrook Advisors Group, LLC | 2,364 | $1.07M | 0.57% | −100−4.1% | Reduced |
| Axq Capital, LP | 2,391 | $1.08M | 0.12% | +2,391 | New |
| Promethium Advisors,llc | 2,402 | $1.09M | 0.52% | +12+0.5% | Added |
| GeoWealth Management, LLC | 2,414 | $1.09M | 0.03% | −187−7.2% | Reduced |
| Adviser Investments LLC | 2,421 | $1.10M | 0.01% | −8−0.3% | Reduced |
| GAMMA Investing LLC | 2,422 | $1.10M | 0.04% | +262+12.1% | Added |
| Sagespring Wealth Partners, LLC | 2,428 | $1.10M | 0.02% | +468+23.9% | Added |
| Hantz Financial Services, Inc. | 2,436 | $1.10M | 0.01% | −82−3.3% | Reduced |
| Atomi Financial Group, Inc. | 2,443 | $1.11M | 0.03% | +113+4.8% | Added |
| Dearborn Partners LLC | 2,484 | $1.13M | 0.06% | +743+42.7% | Added |
| AlTi Global, Inc. | 2,487 | $1.13M | 0.02% | +653+35.6% | Added |
| Smart Money Group LLC | 2,499 | $1.13M | 0.29% | +181+7.8% | Added |
| Anchor Investment Management, LLC | 2,538 | $1.15M | 0.09% | 00.0% | Unchanged |
| TCW Group Inc | 2,543 | $1.15M | 0.01% | −22−0.9% | Reduced |
| Key Financial Inc | 2,564 | $1.16M | 0.19% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,564 | $1.16M | 0.09% | +6+0.2% | Added |
| Intesa Sanpaolo Wealth Management | 2,567 | $1.16M | 0.23% | +73+2.9% | Added |
| Redwood Investment Management, LLC | 2,577 | $1.17M | 0.12% | +2,577 | New |
| Quantitative Investment Management, LLC | 2,589 | $1.17M | 0.13% | −1,474−36.3% | Reduced |
| Redmond Asset Management, LLC | 2,599 | $1.18M | 0.29% | +99+4.0% | Added |
| Compagnie Lombard Odier SCmA | 2,600 | $1.18M | 0.01% | +100+4.0% | Added |
| Allworth Financial LP | 2,614 | $1.18M | 0.01% | +636+32.2% | Added |
| Hills Bank & Trust Co | 2,629 | $1.19M | 0.05% | −31−1.2% | Reduced |
| Smithfield Trust Co | 2,667 | $1.21M | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,665 | $1.21M | 0.07% | −439−14.1% | Reduced |
| HighVista Strategies LLC | 2,670 | $1.21M | 0.28% | +2,670 | New |
| Independent Advisor Alliance | 2,706 | $1.23M | 0.03% | +146+5.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,752 | $1.25M | 0.20% | +2,088+314.5% | Added |
| Riversedge Advisors, LLC | 2,760 | $1.25M | 0.17% | +393+16.6% | Added |
| Evermay Wealth Management LLC | 2,768 | $1.25M | 0.13% | +26+0.9% | Added |
| Wedmont Private Capital | 2,630 | $1.28M | 0.04% | +54+2.1% | Added |
| General Partner, Inc. | 2,845 | $1.29M | 0.69% | −250−8.1% | Reduced |
| LMR Partners LLP | 2,856 | $1.29M | 0.01% | +2,856 | New |
| Fisher Asset Management, LLC | 2,881 | $1.31M | 0.00% | +1,034+56.0% | Added |
| Accretive Wealth Partners, LLC | 2,903 | $1.31M | 0.32% | +72+2.5% | Added |
| Tower Research Capital LLC (TRC) | 2,926 | $1.33M | 0.03% | +624+27.1% | Added |
| Voleon Capital Management LP | 2,973 | $1.35M | 0.02% | −10,133−77.3% | Reduced |
| Brighton Jones LLC | 2,979 | $1.35M | 0.03% | +985+49.4% | Added |
| Krilogy Financial LLC | 2,999 | $1.36M | 0.04% | +797+36.2% | Added |
| Black Swift Group, LLC | 3,000 | $1.36M | 0.20% | +3,000 | New |
| Advisory Services Network, LLC | 3,001 | $1.36M | 0.02% | +170+6.0% | Added |
| Great Valley Advisor Group, Inc. | 3,004 | $1.36M | 0.02% | +2,173+261.5% | Added |
| Syon Capital LLC | 3,011 | $1.36M | 0.06% | −295−8.9% | Reduced |
| Frank, Rimerman Advisors LLC | 3,049 | $1.38M | 0.08% | +12+0.4% | Added |
| Equitable Trust Co | 3,070 | $1.39M | 0.06% | −9−0.3% | Reduced |
| Univest Financial Corp | 3,079 | $1.39M | 0.07% | +229+8.0% | Added |
| Summit Financial, LLC | 3,088 | $1.40M | 0.02% | +426+16.0% | Added |
| Principal Securities, Inc. | 3,098 | $1.40M | 0.02% | −144−4.4% | Reduced |
| Park Avenue Securities LLC | 3,103 | $1.41M | 0.01% | −39−1.2% | Reduced |
| Meitav Dash Investments Ltd | 3,105 | $1.41M | 0.01% | +3,105 | New |
| Ironwood Investment Counsel, LLC | 3,109 | $1.41M | 0.18% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,113 | $1.41M | 0.34% | −21−0.7% | Reduced |
| Central Trust Co | 3,114 | $1.41M | 0.03% | −181−5.5% | Reduced |
| Mystic Asset Management, Inc. | 3,116 | $1.41M | 0.30% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,145 | $1.42M | 0.14% | 00.0% | Unchanged |
| Round Hill Asset Management | 3,149 | $1.43M | 0.90% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 3,150 | $1.43M | 0.05% | +1,042+49.4% | Added |
| Bridges Investment Management Inc | 3,158 | $1.43M | 0.02% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 3,166 | $1.43M | 0.17% | +605+23.6% | Added |
| Coldstream Capital Management Inc | 3,260 | $1.48M | 0.02% | −48−1.5% | Reduced |
| Marshall Financial Group LLC | 3,272 | $1.48M | 0.22% | −15−0.5% | Reduced |
| Stamos Capital Partners, L.P. | 3,295 | $1.49M | 0.23% | +94+2.9% | Added |
| Cypress Capital Group | 3,298 | $1.49M | 0.14% | +264+8.7% | Added |
| Smartleaf Asset Management LLC | 3,300 | $1.49M | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 3,326 | $1.51M | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,336 | $1.51M | 0.01% | +145+4.5% | Added |
| Everence Capital Management Inc | 3,375 | $1.53M | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,405 | $1.54M | 0.06% | +42+1.2% | Added |
| Greenline Partners, LLC | 3,405 | $1.54M | 0.16% | +3,405 | New |
| William Allan, LLC | 3,411 | $1.54M | 0.76% | +373+12.3% | Added |
| BlueSpruce Investments, LP | 3,418 | $1.55M | 0.24% | +3,418 | New |
| Ferguson Wellman Capital Management, Inc | 3,459 | $1.57M | 0.02% | −323−8.5% | Reduced |
| Sage Rhino Capital LLC | 3,492 | $1.58M | 0.26% | +249+7.7% | Added |
| Knollwood Investment Advisory, LLC | 3,497 | $1.58M | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,499 | $1.59M | 0.01% | +1,355+63.2% | Added |
| Prudential PLC | 3,530 | $1.60M | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,547 | $1.61M | 0.04% | +415+13.3% | Added |
| Ofi Invest Asset Management | 3,670 | $1.62M | 0.02% | +388+11.8% | Added |
| Applied Finance Capital Management, LLC | 3,572 | $1.62M | 0.12% | +667+23.0% | Added |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.63M | 0.51% | 00.0% | Unchanged |
| Seilern Investment Management Ltd | 3,630 | $1.64M | 0.21% | −1,102−23.3% | Reduced |
| Long Road Investment Counsel, LLC | 3,679 | $1.67M | 0.61% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,692 | $1.67M | 0.03% | −1,749−32.1% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,709 | $1.68M | 0.01% | −59−1.6% | Reduced |
| iA Global Asset Management Inc. | 3,739 | $1.69M | 0.02% | −4,077−52.2% | Reduced |
| Tobam | 3,797 | $1.72M | 0.42% | +564+17.4% | Added |
| V-Square Quantitative Management LLC | 3,802 | $1.72M | 0.16% | +526+16.1% | Added |
| Monte Financial Group, LLC | 3,619 | $1.73M | 0.55% | +72+2.0% | Added |
| Johnson Financial Group, LLC | 3,851 | $1.74M | 0.09% | +3,851 | New |
| Integrated Wealth Concepts LLC | 3,856 | $1.75M | 0.01% | +1,217+46.1% | Added |
| Quadrant Capital Group LLC | 3,863 | $1.75M | 0.05% | −714−15.6% | Reduced |
| Weiss Asset Management LP | 3,864 | $1.75M | 0.02% | +3,864 | New |
| Lord, Abbett & Co. LLC | 3,880 | $1.76M | 0.01% | +2,315+147.9% | Added |