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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 717 | $324.6K | 0.01% | +76+11.9% | Added |
| Defiance ETFs, LLC | 687 | $321.8K | 0.00% | +96+16.2% | Added |
| D'Orazio & Associates, Inc. | 708 | $320.7K | 0.04% | +53+8.1% | Added |
| Fiduciary Trust Co | 706 | $319.8K | 0.00% | −7,648−91.5% | Reduced |
| Resolute Wealth Strategies, LLC | 704 | $318.9K | 0.12% | +81+13.0% | Added |
| Parcion Private Wealth LLC | 704 | $318.9K | 0.02% | +704 | New |
| Plotkin Financial Advisors, LLC | 702 | $317.9K | 0.13% | 00.0% | Unchanged |
| Rossby Financial, LCC | 700 | $317.2K | 0.06% | +14+2.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $317.0K | 0.11% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 697 | $315.7K | 0.01% | +58+9.1% | Added |
| TFR Capital, LLC. | 696 | $315.2K | 0.09% | −3,852−84.7% | Reduced |
| Outlook Wealth Advisors, LLC | 693 | $314.0K | 0.07% | +5+0.7% | Added |
| Essex Financial Services, Inc. | 691 | $313.2K | 0.02% | +59+9.3% | Added |
| Maseco LLP | 690 | $312.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 690 | $312.5K | 0.03% | −118−14.6% | Reduced |
| Salem Investment Counselors Inc | 687 | $311.2K | 0.01% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 686 | $310.7K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 685 | $310.3K | 0.02% | +212+44.8% | Added |
| Catalytic Wealth RIA, LLC | 685 | $310.3K | 0.02% | −50−6.8% | Reduced |
| Rice Hall James & Associates, LLC | 685 | $310.3K | 0.02% | −4−0.6% | Reduced |
| Wedbush Securities Inc | 684 | $310.0K | 0.01% | −3−0.4% | Reduced |
| Sentinus, LLC | 684 | $309.8K | 0.02% | +684 | New |
| S-Bank Fund Management Ltd | 683 | $309.3K | 0.04% | −3,770−84.7% | Reduced |
| Knightsbridge Asset Management, LLC | 679 | $307.5K | 0.04% | +679 | New |
| Advyzon Investment Management, LLC | 679 | $307.5K | 0.02% | +16+2.4% | Added |
| Legacy Advisors, LLC | 678 | $307.1K | 0.03% | +95+16.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 675 | $305.7K | 0.00% | −170−20.1% | Reduced |
| Cercano Management LLC | 670 | $303.5K | 0.04% | −56,698−98.8% | Reduced |
| Balboa Wealth Partners | 669 | $303.1K | 0.04% | −6−0.9% | Reduced |
| Boltwood Capital Management | 665 | $301.2K | 0.07% | −15−2.2% | Reduced |
| FourThought Financial Partners, LLC | 665 | $301.2K | 0.02% | +3+0.5% | Added |
| Innova Wealth Partners | 663 | $300.5K | 0.12% | +6+0.9% | Added |
| Wexford Capital LP | 663 | $300.3K | 0.04% | +663 | New |
| Baker Tilly Wealth Management, LLC | 660 | $299.0K | 0.06% | +110+20.0% | Added |
| Elyxium Wealth, LLC | 650 | $294.4K | 0.03% | +650 | New |
| CVA Family Office, LLC | 649 | $293.9K | 0.03% | +23+3.7% | Added |
| Capital Research Global Investors | 647 | $293.0K | 0.00% | 00.0% | Unchanged |
| Saybrook Capital | 643 | $291.2K | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 643 | $291.2K | 0.01% | +77+13.6% | Added |
| Cypress Asset Management Inc | 639 | $289.4K | 0.06% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 638 | $289.0K | 0.00% | −46−6.7% | Reduced |
| Dunhill Financial, LLC | 637 | $288.7K | 0.06% | −1−0.2% | Reduced |
| Ignite Planners, LLC | 635 | $288.1K | 0.04% | +31+5.1% | Added |
| Cape Ann Savings Bank | 630 | $285.3K | 0.13% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 590 | $285.3K | 0.02% | +590 | New |
| Capstone Wealth Management, LLC | 623 | $282.2K | 0.13% | +623 | New |
| Twin Lakes Capital Management, LLC | 621 | $281.3K | 0.11% | +1+0.2% | Added |
| Birch Hill Investment Advisors LLC | 620 | $280.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 620 | $280.8K | 0.13% | +346+126.3% | Added |
| Net Worth Advisory Group | 619 | $280.2K | 0.07% | +26+4.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 618 | $279.9K | 0.00% | +618 | New |
| Childress Capital Advisors, LLC | 615 | $278.5K | 0.05% | −27−4.2% | Reduced |
| BSW Wealth Partners | 612 | $277.0K | 0.03% | +11+1.8% | Added |
| Alta Advisers Ltd | 611 | $276.7K | 0.06% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 608 | $275.4K | 0.02% | +608 | New |
| National Asset Management, Inc. | 607 | $274.6K | 0.01% | +6+1.0% | Added |
| Commerce Advisors, LLC | 603 | $273.3K | 0.15% | +12+2.0% | Added |
| Conning Inc. | 602 | $272.7K | 0.01% | +52+9.5% | Added |
| Haverford Trust Co | 601 | $272.2K | 0.00% | −641−51.6% | Reduced |
| EagleClaw Capital Managment, LLC | 600 | $271.8K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $271.8K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 598 | $271.3K | 0.01% | −40−6.3% | Reduced |
| Trust Point Inc. | 598 | $270.9K | 0.02% | +51+9.3% | Added |
| Fenimore Asset Management Inc | 592 | $268.1K | 0.01% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 591 | $267.7K | 0.09% | +70+13.4% | Added |
| Highland Capital Management, LLC | 590 | $267.2K | 0.01% | 00.0% | Unchanged |
| Fragasso Group Inc. | 589 | $266.8K | 0.01% | +589 | New |
| Morris Financial Concepts, Inc. | 589 | $266.8K | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 584 | $264.5K | 0.00% | −55−8.6% | Reduced |
| Claret Asset Management Corp | 582 | $264.0K | 0.03% | +23+4.1% | Added |
| Bristol Gate Capital Partners Inc. | 582 | $263.6K | 0.02% | −143,706−99.6% | Reduced |
| Sax Wealth Advisors, LLC | 602 | $262.8K | 0.01% | −12−2.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 579 | $262.0K | 0.02% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 578 | $261.9K | 0.10% | +7+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 578 | $261.8K | 0.01% | −292−33.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 578 | $261.8K | 0.05% | +17+3.0% | Added |
| TCI Wealth Advisors, Inc. | 578 | $261.8K | 0.01% | +55+10.5% | Added |
| Close Asset Management Ltd | 575 | $261.0K | 0.01% | −25−4.2% | Reduced |
| Advus Financial Partners, LLC | 575 | $260.4K | 0.06% | +92+19.0% | Added |
| Tyche Wealth Partners LLC | 575 | $260.3K | 0.04% | +1+0.2% | Added |
| Kesler, Norman & Wride, LLC | 568 | $257.2K | 0.04% | −180−24.1% | Reduced |
| Modern Wealth Management, LLC | 568 | $256.9K | 0.00% | +568 | New |
| Busey Wealth Management | 563 | $255.0K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 563 | $255.0K | 0.01% | +563 | New |
| Klingman & Associates, LLC | 561 | $254.1K | 0.01% | +34+6.5% | Added |
| Ackerman Asset Management, LLC | 559 | $253.2K | 0.15% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 556 | $251.8K | 0.02% | +14+2.6% | Added |
| Cambient Family Office, LLC | 556 | $251.8K | 0.03% | +556 | New |
| Massmutual Trust Co FSB | 555 | $251.4K | 0.01% | −8−1.4% | Reduced |
| Ewa, LLC | 553 | $250.4K | 0.05% | −30−5.1% | Reduced |
| Manchester Capital Management LLC | 551 | $249.6K | 0.03% | −8−1.4% | Reduced |
| TRB Wealth Management, LLC | 549 | $248.7K | 0.03% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 548 | $248.2K | 0.00% | +548 | New |
| Financial Consulate, Inc | 548 | $248.0K | 0.03% | −31−5.4% | Reduced |
| Panoramic Capital Partners, LLC | 547 | $247.7K | 0.12% | −2−0.4% | Reduced |
| Family Management Corp | 547 | $247.7K | 0.03% | −1−0.2% | Reduced |
| Sigma Planning Corp | 545 | $247.0K | 0.01% | +11+2.1% | Added |
| Howe & Rusling Inc | 543 | $246.0K | 0.01% | −9−1.6% | Reduced |
| Principle Wealth Partners LLC | 540 | $244.7K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 540 | $244.0K | 0.09% | +40+8.0% | Added |