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
Q3 2026 data is still coming in: 2 institutions have reported holding MCO so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| CMH Wealth Management LLC | 536 | $242.8K | 0.04% | +3+0.6% | Added |
| Great Lakes Advisors, LLC | 533 | $241.4K | 0.00% | +2+0.4% | Added |
| Banco BTG Pactual S.A. | 531 | $240.5K | 0.03% | +531 | New |
| Cozad Asset Management Inc | 530 | $240.0K | 0.02% | −200−27.4% | Reduced |
| Reliant Investment Management, LLC | 528 | $239.1K | 0.09% | 00.0% | Unchanged |
| VARCOV Co. | 528 | $239.1K | 0.09% | +528 | New |
| Asset Advisory Group, Inc. | 527 | $238.7K | 0.10% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 523 | $236.9K | 0.08% | +523 | New |
| DV Trading LLC | 520 | $235.5K | 0.02% | −40−7.1% | Reduced |
| Pasadena Private Wealth, LLC | 520 | $235.5K | 0.03% | +520 | New |
| Delta Investment Management, LLC | 518 | $234.6K | 0.04% | −13−2.4% | Reduced |
| Cornerstone Wealth Group, LLC | 516 | $233.9K | 0.01% | +516 | New |
| Storgate, LLC | 516 | $233.7K | 0.05% | −265−33.9% | Reduced |
| Daymark Wealth Partners, LLC | 513 | $232.5K | 0.01% | +513 | New |
| Chicago Trust Co NA | 512 | $231.9K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 510 | $231.0K | 0.01% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 452 | $230.9K | 0.09% | +452 | New |
| TD Private Client Wealth LLC | 508 | $230.1K | 0.00% | −14−2.7% | Reduced |
| Aspiriant, LLC | 506 | $229.2K | 0.01% | +506 | New |
| Quent Capital, LLC | 505 | $228.9K | 0.01% | −2−0.4% | Reduced |
| Sensenig Capital Advisors, Inc | 505 | $228.7K | 0.21% | −62−10.9% | Reduced |
| Stratos Wealth Partners, LTD. | 502 | $227.4K | 0.00% | +502 | New |
| Sharkey, Howes & Javer | 502 | $227.4K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 502 | $227.0K | 0.00% | +502 | New |
| D.B. Root & Company, LLC | 501 | $226.9K | 0.05% | −2−0.4% | Reduced |
| Valmark Advisers, Inc. | 500 | $226.5K | 0.00% | −12−2.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 500 | $226.5K | 0.06% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 500 | $226.5K | 0.09% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 500 | $226.5K | 0.11% | 00.0% | Unchanged |
| Cherokee Insurance Co | 500 | $226.5K | 0.09% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 500 | $226.5K | 0.02% | +31+6.6% | Added |
| Sym Financial Corp | 497 | $225.1K | 0.02% | +497 | New |
| Graticule Asia Macro Advisors LLC | 495 | $224.2K | 0.02% | +495 | New |
| Ariadne Wealth Management, LP | 491 | $222.4K | 0.10% | −140−22.2% | Reduced |
| Optas, LLC | 483 | $218.8K | 0.03% | +483 | New |
| Income Insurance Ltd | 480 | $217.4K | 0.13% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 479 | $216.9K | 0.00% | −177−27.0% | Reduced |
| Abundance Wealth Counselors | 476 | $215.6K | 0.01% | +476 | New |
| William Howard & Co Financial Advisors Inc | 475 | $215.1K | 0.17% | 00.0% | Unchanged |
| Layline Advisors, LLC | 474 | $214.9K | 0.19% | −56−10.6% | Reduced |
| QTR Family Wealth, LLC | 473 | $214.2K | 0.07% | +473 | New |
| Brave Warrior Advisors, LLC | 471 | $213.3K | 0.00% | 00.0% | Unchanged |
| Caden Capital Partners, LP | 471 | $213.3K | 2.57% | 00.0% | Unchanged |
| Armis Advisers, LLC | 426 | $212.5K | 0.02% | +426 | New |
| Procyon Private Wealth Partners, LLC | 469 | $212.4K | 0.01% | +469 | New |
| Level Four Advisory Services, LLC | 468 | $212.3K | 0.01% | +6+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 468 | $212.0K | 0.04% | +67+16.7% | Added |
| Camden Capital, LLC | 468 | $211.9K | 0.01% | +24+5.4% | Added |
| Sand Hill Global Advisors, LLC | 466 | $211.1K | 0.01% | −5−1.1% | Reduced |
| Clear Street Markets LLC | 466 | $211.1K | 0.04% | +440+1,692.3% | Added |
| Keel Point, LLC | 466 | $210.8K | 0.01% | +466 | New |
| Ameritas Advisory Services, LLC | 465 | $210.7K | 0.00% | +465 | New |
| Arkadios Wealth Advisors | 460 | $208.4K | 0.00% | +460 | New |
| Cypress Point Wealth Management, LLC | 460 | $208.3K | 0.04% | +460 | New |
| Victory Financial Group, LLC | 460 | $208.3K | 0.02% | −167−26.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,155 | $207.1K | 0.06% | +1,250+138.1% | Added |
| McAdam, LLC | 456 | $206.5K | 0.01% | +456 | New |
| Arvest Bank Trust Division | 456 | $206.5K | 0.01% | +456 | New |
| Cromwell Holdings LLC | 455 | $206.1K | 0.09% | +92+25.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 452 | $204.7K | 0.01% | −40−8.1% | Reduced |
| Boston Private Wealth LLC | 450 | $203.9K | 0.01% | −57−11.2% | Reduced |
| ING Groep NV | 449 | $203.4K | 0.00% | −6,519−93.6% | Reduced |
| Larry Mathis Financial Planning, LLC | 446 | $202.0K | 0.15% | −66−12.9% | Reduced |
| Grove Bank & Trust | 444 | $201.1K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 443 | $200.7K | 0.01% | +443 | New |
| Parkside Financial Bank & Trust | 443 | $200.6K | 0.01% | −12−2.6% | Reduced |
| Hamilton Capital, LLC | 442 | $200.2K | 0.01% | +442 | New |
| Deseret Mutual Benefit Administrators | 419 | $189.8K | 0.06% | −44−9.5% | Reduced |
| Onefund, LLC | 410 | $185.7K | 0.11% | −12−2.8% | Reduced |
| Peck Wealth Management, LLC | 400 | $181.2K | 0.15% | −100−20.0% | Reduced |
| Birchbrook, Inc. | 400 | $181.2K | 0.09% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 394 | $178.4K | 0.01% | −59−13.0% | Reduced |
| Vaquero Private Wealth, Ltd | 372 | $168.5K | 0.03% | +372 | New |
| NBT Bank N A | 355 | $160.8K | 0.01% | −68−16.1% | Reduced |
| Swiss Re Ltd | 354 | $160.3K | 0.01% | +335+1,763.2% | Added |
| Cary Street Partners Financial LLC | 352 | $159.4K | 0.00% | +1+0.3% | Added |
| Federated Hermes, Inc. | 337 | $152.6K | 0.00% | −1,037−75.5% | Reduced |
| CoreCap Advisors, LLC | 336 | $152.2K | 0.00% | +5+1.5% | Added |
| Atlas Capital Advisors LLC | 316 | $143.1K | 0.02% | −132−29.5% | Reduced |
| Eastern Bank | 313 | $141.8K | 0.00% | +18+6.1% | Added |
| State of Wyoming | 313 | $141.8K | 0.01% | +313 | New |
| Basecamp Wealth Advisors LLC | 303 | $137.2K | 0.03% | +11+3.8% | Added |
| Silver Grove Financial Group, Inc. | 300 | $136.0K | 0.07% | +250+500.0% | Added |
| WPG Advisers, LLC | 283 | $128.2K | 0.08% | +18+6.8% | Added |
| JNBA Financial Advisors | 275 | $124.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 273 | $123.6K | 0.03% | +46+20.3% | Added |
| Center for Financial Planning, Inc. | 266 | $120.5K | 0.01% | −4−1.5% | Reduced |
| North Star Investment Management Corp. | 253 | $114.6K | 0.01% | +11+4.5% | Added |
| Rialto Wealth Management, LLC | 253 | $114.6K | 0.02% | +189+295.3% | Added |
| South State Corp. | 252 | $114.1K | 0.00% | +1+0.4% | Added |
| Quintet Private Bank (Europe) S.A. | 250 | $113.2K | 0.01% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 245 | $111.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 244 | $110.5K | 0.05% | −888−78.4% | Reduced |
| AdvisorNet Financial, Inc | 243 | $110.1K | 0.01% | −25−9.3% | Reduced |
| Limestone Investment Advisors LP | 230 | $104.2K | 0.05% | +230 | New |
| Acropolis Investment Management, LLC | 225 | $101.9K | 0.00% | +225 | New |
| Owl Creek Wealth Partners LLC | 223 | $101.0K | 0.03% | +6+2.8% | Added |
| New Age Alpha Advisors, LLC | 223 | $101.0K | 0.00% | +223 | New |
| Cheviot Value Management, LLC | 220 | $99.6K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 210 | $95.1K | 0.01% | 00.0% | Unchanged |