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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 207 | $93.8K | 0.00% | −130−38.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $90.6K | 0.03% | −10−4.8% | Reduced |
| MB, Levis & Associates, LLC | 200 | $90.6K | 0.03% | 00.0% | Unchanged |
| Burnham & Co LLC | 200 | $90.6K | 0.07% | +200 | New |
| REAP Financial Group, LLC | 195 | $88.4K | 0.02% | +2+1.0% | Added |
| Harvest Fund Management Co., Ltd | 188 | $85.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 183 | $82.9K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 179 | $81.1K | 0.00% | +179 | New |
| Coston, McIsaac & Partners | 177 | $80.0K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 176 | $79.7K | 0.03% | −278−61.2% | Reduced |
| Montag A & Associates Inc | 175 | $79.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 174 | $78.8K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 171 | $77.4K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 165 | $74.7K | 0.00% | +165 | New |
| Private Trust Co NA | 157 | $71.1K | 0.01% | −14−8.2% | Reduced |
| Silvant Capital Management LLC | 157 | $71.1K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 157 | $71.1K | 0.01% | +52+49.5% | Added |
| Prosperity Bancshares Inc | 156 | $70.7K | 0.05% | −160−50.6% | Reduced |
| Vision Financial Markets LLC | 143 | $64.3K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 141 | $63.9K | 0.01% | +39+38.2% | Added |
| Horizon Financial Services, LLC | 141 | $63.9K | 0.02% | +43+43.9% | Added |
| Bell Investment Advisors, Inc | 134 | $60.7K | 0.01% | −19−12.4% | Reduced |
| Farmers & Merchants Investments Inc | 130 | $58.9K | 0.00% | −11−7.8% | Reduced |
| 1015 Capital Partners, LLC | 130 | $58.9K | 0.05% | +1+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 125 | $56.6K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 125 | $56.6K | 0.04% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 121 | $54.8K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 120 | $54.4K | 0.01% | +7+6.2% | Added |
| TFC Financial Management | 114 | $51.6K | 0.01% | −63−35.6% | Reduced |
| Advantage Trust Co | 114 | $51.6K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 113 | $51.2K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 112 | $51.0K | 0.00% | +32+40.0% | Added |
| Raleigh Capital Management Inc. | 108 | $48.9K | 0.02% | −1−0.9% | Reduced |
| City State Bank | 106 | $48.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 103 | $46.8K | 0.01% | +2+2.0% | Added |
| Ancora Advisors, LLC | 103 | $46.8K | 0.00% | −66−39.1% | Reduced |
| Westfuller Advisors, LLC | 101 | $45.8K | 0.02% | +9+9.8% | Added |
| MV Capital Management, Inc. | 101 | $45.7K | 0.00% | −10−9.0% | Reduced |
| Lavaca Capital LLC | 100 | $45.3K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 101 | $45.0K | 0.01% | −3−2.9% | Reduced |
| FNY Investment Advisers, LLC | 100 | $45.0K | 0.02% | +100 | New |
| Bruce G. Allen Investments, LLC | 98 | $44.4K | 0.03% | +5+5.4% | Added |
| Joseph Group Capital Management | 98 | $44.4K | 0.01% | +62+172.2% | Added |
| West Paces Advisors Inc. | 97 | $43.9K | 0.01% | +97 | New |
| Albion Financial Group | 95 | $43.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 95 | $43.0K | 0.01% | +95 | New |
| UMA Financial Services, Inc. | 93 | $42.1K | 0.01% | +3+3.3% | Added |
| JFS Wealth Advisors, LLC | 90 | $40.8K | 0.00% | +4+4.7% | Added |
| Asset Planning,Inc | 89 | $40.4K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 88 | $39.9K | 0.01% | −62−41.3% | Reduced |
| Activest Wealth Management | 83 | $37.6K | 0.01% | −28−25.2% | Reduced |
| Fortitude Family Office, LLC | 82 | $37.1K | 0.01% | +26+46.4% | Added |
| Salomon & Ludwin, LLC | 76 | $35.6K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 72 | $32.6K | 0.01% | +14+24.1% | Added |
| Vanguard National Trust Co | 70 | $31.7K | 0.00% | −3−4.1% | Reduced |
| Bogart Wealth, LLC | 69 | $31.3K | 0.00% | +4+6.2% | Added |
| Covestor Ltd | 67 | $31.0K | 0.02% | +16+31.4% | Added |
| Sachetta, LLC | 67 | $30.3K | 0.01% | +17+34.0% | Added |
| IFG Advisory, LLC | 65 | $29.5K | 0.00% | +65 | New |
| ORG Wealth Partners, LLC | 65 | $29.4K | 0.00% | +40+160.0% | Added |
| Rational Advisors LLC | 63 | $28.5K | 0.00% | +5+8.6% | Added |
| Action Point Financial Planning, LLC | 66 | $28.1K | 0.00% | +66 | New |
| Kemnay Advisory Services Inc. | 62 | $28.1K | 0.00% | +11+21.6% | Added |
| Compass Financial Management LLC | 60 | $27.2K | 0.00% | +60 | New |
| Ares Financial Consulting, LLC | 57 | $25.8K | 0.02% | 00.0% | Unchanged |
| MidFirst Bank | 56 | $25.4K | 0.00% | +8+16.7% | Added |
| Solstein Capital, LLC | 55 | $24.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $24.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 54 | $24.5K | 0.00% | +15+38.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 52 | $23.6K | 0.00% | +52 | New |
| Birchwood Financial Partners, Inc. | 50 | $22.6K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 49 | $22.2K | 0.00% | +2+4.3% | Added |
| Caitlin John, LLC | 48 | $21.9K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 46 | $20.8K | 0.00% | −1,088−95.9% | Reduced |
| Oakworth Capital, Inc. | 45 | $20.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $19.9K | 0.00% | +4+10.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 43 | $19.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 43 | $19.5K | 0.00% | +2+4.9% | Added |
| SJS Investment Consulting Inc. | 42 | $19.0K | 0.00% | +13+44.8% | Added |
| Bare Financial Services, Inc | 42 | $19.0K | 0.00% | +26+162.5% | Added |
| First Command Advisory Services, Inc. | 41 | $18.6K | 0.00% | +18+78.3% | Added |
| Kerr Financial Planning Corp | 41 | $18.4K | 0.02% | −1−2.4% | Reduced |
| ZRC Wealth Management, LLC | 40 | $18.1K | 0.01% | +24+150.0% | Added |
| Westside Investment Management, Inc. | 40 | $18.1K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $18.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $18.0K | 0.00% | +6+17.1% | Added |
| Private Wealth Management Group, LLC | 39 | $17.8K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 39 | $17.7K | 0.00% | +11+39.3% | Added |
| Truvestments Capital LLC | 39 | $17.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 38 | $17.2K | 0.00% | −5−11.6% | Reduced |
| Tounjian Advisory Partners, LLC | 33 | $15.0K | 0.01% | −2,759−98.8% | Reduced |
| Meeder Asset Management Inc | 33 | $14.9K | 0.00% | +7+26.9% | Added |
| Cornerstone Financial Management LLC | 33 | $14.9K | 0.01% | +15+83.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $14.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 32 | $14.5K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $14.0K | 0.01% | −3−8.8% | Reduced |
| Signature Equity Partners, LLC | 30 | $13.4K | 0.01% | −54−64.3% | Reduced |
| Glen Eagle Advisors, LLC | 28 | $12.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $12.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $12.2K | 0.00% | 00.0% | Unchanged |