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 2 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 |
|---|---|---|---|---|---|
| Anchyra Partners LLC | 1,032 | $467.4K | 0.11% | +27+2.7% | Added |
| Nwam LLC | 1,031 | $467.1K | 0.02% | +1,031 | New |
| White Pine Capital LLC | 1,031 | $467.0K | 0.11% | +85+9.0% | Added |
| denkapparat Operations GmbH | 1,026 | $464.7K | 0.15% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,026 | $464.7K | 0.00% | −13−1.3% | Reduced |
| Cornerstone Advisory, LLC | 1,022 | $462.9K | 0.04% | +20+2.0% | Added |
| Broadleaf Partners, LLC | 1,020 | $462.0K | 0.09% | 00.0% | Unchanged |
| Charter Trust Co | 1,015 | $459.7K | 0.02% | −50−4.7% | Reduced |
| RFG Advisory, LLC | 1,011 | $458.1K | 0.01% | −10−1.0% | Reduced |
| Militia Capital Management LLC | 1,009 | $457.0K | 0.08% | −466−31.6% | Reduced |
| Wick Capital Partners, LLC | 1,007 | $456.0K | 0.07% | +268+36.3% | Added |
| 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 |
| Dempze Nancy E | 1,000 | $452.9K | 0.22% | −200−16.7% | Reduced |
| 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 |
| Capital Advisors, Ltd. LLC | 997 | $452.0K | 0.05% | −28−2.7% | Reduced |
| Leavell Investment Management, Inc. | 982 | $444.8K | 0.02% | +982 | New |
| Avidian Wealth Solutions, LLC | 971 | $439.6K | 0.01% | +160+19.7% | Added |
| Howard Capital Management Inc. | 970 | $439.3K | 0.01% | +423+77.3% | Added |
| Capital Analysts, LLC | 970 | $439.0K | 0.01% | −985−50.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 965 | $437.1K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 964 | $436.7K | 0.01% | −159−14.2% | Reduced |
| Shearwater Capital LLC | 964 | $436.7K | 0.21% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 964 | $436.6K | 0.11% | −75−7.2% | Reduced |
| Correct Capital Wealth Management | 963 | $436.2K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 962 | $435.6K | 0.01% | −7−0.7% | Reduced |
| Ted Buchan & Co | 955 | $432.5K | 0.14% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 953 | $431.7K | 0.02% | −6−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 951 | $430.8K | 0.01% | +126+15.3% | Added |
| Chronos Wealth Management, LLC | 950 | $430.3K | 0.19% | −50−5.0% | Reduced |
| Baxter Bros Inc | 949 | $429.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| HighPoint Advisor Group LLC | 936 | $423.9K | 0.01% | +10+1.1% | Added |
| Pettee Investors, Inc. | 924 | $418.5K | 0.21% | 00.0% | Unchanged |
| Qtron Investments LLC | 922 | $417.6K | 0.06% | −110−10.7% | Reduced |
| 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 |
| Sunflower Bank, N.A. | 908 | $411.3K | 0.10% | +18+2.0% | Added |
| NBC Securities, Inc. | 906 | $410.6K | 0.03% | −49−5.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 901 | $408.1K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 903 | $408.0K | 0.00% | +18+2.0% | Added |
| Groupe la Francaise | 893 | $404.5K | 0.00% | −38−4.1% | Reduced |
| Kathmere Capital Management, LLC | 892 | $403.8K | 0.02% | +59+7.1% | Added |
| Waddell & Associates, LLC | 888 | $402.2K | 0.02% | +888 | New |
| PFG Advisors | 885 | $400.8K | 0.02% | +11+1.3% | Added |
| Allstate Corp | 878 | $397.7K | 0.00% | +414+89.2% | Added |
| Relyea Zuckerberg Hanson LLC | 877 | $397.3K | 0.03% | −37−4.0% | Reduced |
| United Financial Planning Group LLC | 877 | $397.2K | 0.20% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 875 | $396.3K | 0.13% | +874+87,400.0% | Added |
| Park Edge Advisors, LLC | 874 | $395.9K | 0.08% | −226−20.5% | Reduced |
| Perpetual Ltd | 859 | $389.1K | 0.01% | +252+41.5% | Added |
| AlphaCore Capital LLC | 848 | $383.9K | 0.01% | +361+74.1% | Added |
| 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 |
| Laurion Capital Management LP | 839 | $380.0K | 0.03% | +839 | New |
| Intrua Financial, LLC | 835 | $378.3K | 0.04% | +835 | New |
| Flputnam Investment Management Co | 826 | $374.1K | 0.00% | −17−2.0% | Reduced |
| Auto-Owners Insurance Co | 823 | $372.8K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 822 | $372.2K | 0.04% | +7+0.9% | Added |
| American National Bank | 818 | $370.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 816 | $369.6K | 0.00% | −4−0.5% | Reduced |
| Range Advisory, LLC | 812 | $367.9K | 0.04% | −511−38.6% | Reduced |
| Woodmont Investment Counsel LLC | 812 | $367.8K | 0.02% | +8+1.0% | Added |
| CTC Alternative Strategies, Ltd. | 800 | $362.3K | 0.52% | +800 | New |
| Shelton Capital Management | 798 | $361.4K | 0.01% | −40−4.8% | Reduced |
| Fagan Associates, Inc. | 795 | $360.1K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 795 | $360.1K | 0.04% | +795 | New |
| GSB Wealth Management, LLC | 793 | $359.2K | 0.07% | −1−0.1% | Reduced |
| McLean Asset Management Corp | 750 | $358.9K | 0.05% | +14+1.9% | Added |
| Values Added Financial LLC | 792 | $358.7K | 0.13% | +17+2.2% | Added |
| Change Path, LLC | 791 | $358.1K | 0.01% | −2,547−76.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 788 | $356.9K | 0.02% | +14+1.8% | Added |
| Soltis Investment Advisors LLC | 781 | $353.8K | 0.02% | +240+44.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 781 | $353.7K | 0.02% | −65−7.7% | Reduced |
| Castleview Partners, LLC | 779 | $352.8K | 0.16% | −17−2.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 779 | $352.8K | 0.03% | +779 | New |
| AlphaGrep UK Ltd | 778 | $352.4K | 0.11% | +135+21.0% | Added |
| Heritage Trust Co | 777 | $351.9K | 0.03% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 775 | $351.0K | 0.27% | +120+18.3% | Added |
| Gladstone Institutional Advisory LLC | 769 | $348.3K | 0.01% | +2+0.3% | Added |
| Gryphon Financial Partners LLC | 766 | $347.0K | 0.03% | +39+5.4% | Added |
| Advisors Capital Management, LLC | 758 | $343.5K | 0.00% | +86+12.8% | Added |
| VestGen Advisors, LLC | 755 | $342.0K | 0.01% | +40+5.6% | Added |
| Montecito Bank & Trust | 754 | $341.5K | 0.05% | +754 | New |
| Independence Bank of Kentucky | 750 | $339.7K | 0.04% | −25−3.2% | Reduced |
| 4J Wealth Management LLC | 749 | $339.1K | 0.17% | −27−3.5% | Reduced |
| Western Wealth Management, LLC | 743 | $336.4K | 0.01% | −20−2.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 742 | $336.1K | 0.20% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 740 | $335.3K | 0.01% | +48+6.9% | Added |
| OpenArc Corporate Advisory, LLC | 736 | $333.3K | 0.00% | +149+25.4% | Added |
| GAM Holding AG | 728 | $329.7K | 0.03% | −56−7.1% | Reduced |
| Drive Wealth Management, LLC | 727 | $329.3K | 0.06% | +168+30.1% | Added |
| IMC-Chicago, LLC | 723 | $327.5K | 0.00% | −4,489−86.1% | Reduced |
| Carson Advisory Inc. | 721 | $326.6K | 0.15% | +1+0.1% | Added |
| Guardian Wealth Advisors, LLC | 720 | $326.1K | 0.02% | −9−1.2% | Reduced |
| HCR Wealth Advisors | 719 | $325.6K | 0.03% | −17−2.3% | Reduced |