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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 6,903 | $3.13M | 0.07% | −197−2.8% | Reduced |
| CWA Asset Management Group, LLC | 6,900 | $3.12M | 0.10% | +388+6.0% | Added |
| Johnson Investment Counsel Inc | 6,886 | $3.12M | 0.02% | +4+0.1% | Added |
| Van Strum & Towne Inc. | 6,883 | $3.12M | 0.85% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 6,883 | $3.12M | 0.24% | −54−0.8% | Reduced |
| Vestcor Inc | 6,848 | $3.10M | 0.08% | −428−5.9% | Reduced |
| Banque Cantonale Vaudoise | 6,840 | $3.10M | 0.12% | −2,790−29.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,687 | $3.03M | 0.01% | +494+8.0% | Added |
| Global X Japan Co., Ltd. | 6,663 | $3.02M | 0.11% | −20−0.3% | Reduced |
| Inkwell Capital LLC | 6,608 | $2.99M | 3.11% | −30.0% | Reduced |
| Clearstead Advisors, LLC | 6,576 | $2.98M | 0.03% | +1,880+40.0% | Added |
| Regions Financial Corp | 6,570 | $2.98M | 0.02% | −685−9.4% | Reduced |
| Savant Capital, LLC | 6,643 | $2.96M | 0.01% | +3,392+104.3% | Added |
| Siemens Fonds Invest GmbH | 6,532 | $2.96M | 0.15% | −556−7.8% | Reduced |
| Snowden Capital Advisors LLC | 6,480 | $2.93M | 0.07% | −658−9.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,176 | $2.92M | 0.06% | +1,073+21.0% | Added |
| Trexquant Investment LP | 6,414 | $2.91M | 0.02% | −45,948−87.8% | Reduced |
| Tudor Investment Corp Et Al | 6,403 | $2.90M | 0.01% | +1,354+26.8% | Added |
| Farther Finance Advisors, LLC | 6,394 | $2.90M | 0.02% | +969+17.9% | Added |
| Transcend Wealth Collective, LLC | 6,343 | $2.87M | 0.19% | +530+9.1% | Added |
| Kestra Private Wealth Services, LLC | 6,301 | $2.85M | 0.03% | −139−2.2% | Reduced |
| Crawford Investment Counsel Inc | 6,132 | $2.78M | 0.05% | +12+0.2% | Added |
| Ostrum Asset Management | 6,130 | $2.78M | 0.13% | +1,025+20.1% | Added |
| Sequoia Financial Advisors, LLC | 6,044 | $2.74M | 0.01% | +601+11.0% | Added |
| Summit Trail Advisors, LLC | 6,002 | $2.73M | 0.03% | +26+0.4% | Added |
| Trust Co of Toledo NA | 6,030 | $2.73M | 0.23% | −10.0% | Reduced |
| Apollon Wealth Management, LLC | 6,026 | $2.73M | 0.03% | +321+5.6% | Added |
| D.A. Davidson & Co. | 5,994 | $2.71M | 0.02% | +116+2.0% | Added |
| NewEdge Wealth, LLC | 5,987 | $2.71M | 0.03% | +300+5.3% | Added |
| Cresset Asset Management, LLC | 5,972 | $2.70M | 0.01% | +3,205+115.8% | Added |
| Fairbanks Capital Management, Inc. | 5,918 | $2.68M | 1.59% | −140−2.3% | Reduced |
| Kapitalo Investimentos Ltda | 5,900 | $2.67M | 0.21% | +5,900 | New |
| First National Advisers, LLC | 5,854 | $2.65M | 0.37% | −420−6.7% | Reduced |
| Greenleaf Trust | 5,832 | $2.64M | 0.03% | −399−6.4% | Reduced |
| Thrivent Financial for Lutherans | 5,820 | $2.64M | 0.00% | −39,809−87.2% | Reduced |
| LGT Group Foundation | 5,808 | $2.63M | 0.03% | −297−4.9% | Reduced |
| Beacon Pointe Advisors, LLC | 5,761 | $2.61M | 0.01% | −140−2.4% | Reduced |
| Investment House LLC | 5,754 | $2.61M | 0.12% | +5,754 | New |
| Van Den Berg Management I, Inc | 5,707 | $2.58M | 0.55% | −143−2.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,705 | $2.58M | 0.01% | −454−7.4% | Reduced |
| First National Bank of Omaha | 5,701 | $2.58M | 0.07% | −588−9.3% | Reduced |
| K.J. Harrison & Partners Inc | 5,625 | $2.55M | 0.36% | −4,050−41.9% | Reduced |
| Applied Capital LLC | 5,618 | $2.54M | 1.70% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,532 | $2.51M | 0.15% | +45+0.8% | Added |
| Empirical Finance, LLC | 5,519 | $2.50M | 0.10% | +183+3.4% | Added |
| E. Ohman J:or Asset Management AB | 5,514 | $2.50M | 0.06% | −530−8.8% | Reduced |
| United Capital Financial Advisers, LLC | 5,506 | $2.49M | 0.01% | −173−3.0% | Reduced |
| Bretton Capital Management, LLC | 5,500 | $2.49M | 1.99% | −2,800−33.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,498 | $2.49M | 0.05% | −13,065−70.4% | Reduced |
| LMCG Investments, LLC | 5,487 | $2.49M | 0.13% | 00.0% | Unchanged |
| Jain Global LLC | 5,472 | $2.48M | 0.03% | −3,850−41.3% | Reduced |
| Brinker Capital Investments, LLC | 5,450 | $2.47M | 0.02% | +222+4.2% | Added |
| Logan Capital Management Inc | 5,429 | $2.46M | 0.09% | +5,429 | New |
| Williams Jones Wealth Management, LLC. | 5,397 | $2.44M | 0.03% | −33−0.6% | Reduced |
| Bell Asset Management Ltd | 5,381 | $2.44M | 0.65% | +97+1.8% | Added |
| Tema ETFs LLC | 5,338 | $2.42M | 0.08% | +43+0.8% | Added |
| Rothschild Investment LLC | 5,280 | $2.39M | 0.09% | +3,879+276.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,254 | $2.38M | 0.08% | +20+0.4% | Added |
| Capital Investment Advisors, LLC | 5,250 | $2.38M | 0.03% | +233+4.6% | Added |
| Vestmark Advisory Solutions, Inc. | 5,242 | $2.37M | 0.02% | −257−4.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,235 | $2.37M | 0.01% | −1,487−22.1% | Reduced |
| Prairie Advisory, LLC | 5,226 | $2.37M | 0.57% | +5,226 | New |
| Kirtland Hills Capital Management, LLC | 5,220 | $2.36M | 0.67% | −42−0.8% | Reduced |
| Rathbone Brothers plc | 5,176 | $2.34M | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,978 | $2.26M | 0.10% | −108−2.1% | Reduced |
| Meeder Advisory Services, Inc. | 4,939 | $2.24M | 0.08% | −47−0.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,916 | $2.23M | 0.04% | +65+1.3% | Added |
| Vista Investment Partners II, LLC | 4,891 | $2.22M | 0.87% | +183+3.9% | Added |
| Secured Retirement Advisors, LLC | 4,891 | $2.22M | 1.14% | +4,891 | New |
| Keebeck Wealth Management, LLC | 4,884 | $2.21M | 0.22% | +10.0% | Added |
| Citizens Financial Group Inc | 4,850 | $2.20M | 0.03% | +628+14.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,817 | $2.18M | 0.03% | −92−1.9% | Reduced |
| Landscape Capital Management, L.L.C. | 4,653 | $2.11M | 0.14% | −2,243−32.5% | Reduced |
| Waterway Wealth Management, LLC | 4,652 | $2.11M | 0.43% | +1,559+50.4% | Added |
| Raiffeisen Bank International AG | 4,630 | $2.10M | 0.02% | −777−14.4% | Reduced |
| North Dakota State Investment Board | 4,622 | $2.09M | 0.09% | +119+2.6% | Added |
| Bryn Mawr Trust Co | 4,594 | $2.08M | 0.05% | +23+0.5% | Added |
| Machina Capital S.A.S. | 4,582 | $2.08M | 0.33% | +2,214+93.5% | Added |
| Eventide Asset Management, LLC | 4,577 | $2.07M | 0.03% | +877+23.7% | Added |
| Blue Fin Capital, Inc. | 4,543 | $2.06M | 0.30% | +12+0.3% | Added |
| Signaturefd, LLC | 4,541 | $2.06M | 0.03% | +153+3.5% | Added |
| MUFG Securities Americas Inc. | 4,525 | $2.05M | 0.11% | +280+6.6% | Added |
| Rossmore Private Capital | 4,501 | $2.04M | 0.17% | 00.0% | Unchanged |
| Hingham Institution for Savings | 4,500 | $2.04M | 1.52% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,491 | $2.03M | 0.04% | +494+12.4% | Added |
| Securian Asset Management, Inc | 3,972 | $2.03M | 0.07% | −200−4.8% | Reduced |
| Palliser Capital (UK) Ltd | 4,480 | $2.03M | 1.09% | +4,480 | New |
| Steward Partners Investment Advisory, LLC | 4,434 | $2.01M | 0.01% | +1,412+46.7% | Added |
| Impax Asset Management Group plc | 4,421 | $2.00M | 0.01% | +192+4.5% | Added |
| Saturna Capital CORP | 4,362 | $1.98M | 0.02% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 4,344 | $1.97M | 0.09% | −4,805−52.5% | Reduced |
| Burney Co | 4,339 | $1.97M | 0.05% | −117−2.6% | Reduced |
| Private Advisor Group, LLC | 4,338 | $1.96M | 0.01% | −1,159−21.1% | Reduced |
| Umb Bank N A | 4,307 | $1.95M | 0.02% | −5,575−56.4% | Reduced |
| Plato Investment Management Ltd | 4,281 | $1.93M | 0.11% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,254 | $1.93M | 0.04% | −95−2.2% | Reduced |
| Parallel Advisors, LLC | 4,246 | $1.92M | 0.03% | −50−1.2% | Reduced |
| Bokf, NA | 4,211 | $1.91M | 0.03% | +133+3.3% | Added |
| Rodgers Brothers Inc. | 4,168 | $1.89M | 0.18% | +3+0.1% | Added |
| ExodusPoint Capital Management, LP | 4,163 | $1.89M | 0.02% | +4,163 | New |