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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 4,162 | $1.89M | 0.02% | −77−1.8% | Reduced |
| Angeles Wealth Management, LLC | 4,126 | $1.87M | 0.09% | +119+3.0% | Added |
| Great Lakes Retirement, Inc. | 4,109 | $1.86M | 0.17% | +273+7.1% | Added |
| Essex Savings Bank | 4,094 | $1.85M | 0.40% | +4+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,072 | $1.84M | 0.11% | −19−0.5% | Reduced |
| Greenland Capital Management LP | 4,060 | $1.84M | 0.35% | −950−19.0% | Reduced |
| Banco Santander, S.A. | 4,049 | $1.83M | 0.01% | +172+4.4% | Added |
| Walleye Capital LLC | 3,974 | $1.80M | 0.01% | +3,501+740.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,971 | $1.80M | 0.00% | −614−13.4% | Reduced |
| Crewe Advisors LLC | 3,957 | $1.79M | 0.13% | −673−14.5% | Reduced |
| Texas Yale Capital Corp. | 3,944 | $1.79M | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,934 | $1.78M | 0.34% | +3,934 | New |
| Ossiam | 3,934 | $1.78M | 0.02% | +3,934 | New |
| Kornitzer Capital Management Inc | 3,895 | $1.76M | 0.04% | −9,600−71.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 3,882 | $1.76M | 0.15% | +1,289+49.7% | Added |
| Lord, Abbett & Co. LLC | 3,880 | $1.76M | 0.01% | +2,315+147.9% | Added |
| Weiss Asset Management LP | 3,864 | $1.75M | 0.02% | +3,864 | New |
| Quadrant Capital Group LLC | 3,863 | $1.75M | 0.05% | −714−15.6% | Reduced |
| Integrated Wealth Concepts LLC | 3,856 | $1.75M | 0.01% | +1,217+46.1% | Added |
| Johnson Financial Group, LLC | 3,851 | $1.74M | 0.09% | +3,851 | New |
| Monte Financial Group, LLC | 3,619 | $1.73M | 0.55% | +72+2.0% | Added |
| V-Square Quantitative Management LLC | 3,802 | $1.72M | 0.16% | +526+16.1% | Added |
| Tobam | 3,797 | $1.72M | 0.42% | +564+17.4% | Added |
| iA Global Asset Management Inc. | 3,739 | $1.69M | 0.02% | −4,077−52.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,709 | $1.68M | 0.01% | −59−1.6% | Reduced |
| Callan Family Office, LLC | 3,692 | $1.67M | 0.03% | −1,749−32.1% | Reduced |
| Long Road Investment Counsel, LLC | 3,679 | $1.67M | 0.61% | 00.0% | Unchanged |
| Seilern Investment Management Ltd | 3,630 | $1.64M | 0.21% | −1,102−23.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,725 | $1.63M | 0.51% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 3,572 | $1.62M | 0.12% | +667+23.0% | Added |
| Ofi Invest Asset Management | 3,670 | $1.62M | 0.02% | +388+11.8% | Added |
| Advisory Alpha, LLC | 3,547 | $1.61M | 0.04% | +415+13.3% | Added |
| Prudential PLC | 3,530 | $1.60M | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,499 | $1.59M | 0.01% | +1,355+63.2% | Added |
| Knollwood Investment Advisory, LLC | 3,497 | $1.58M | 0.14% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,492 | $1.58M | 0.26% | +249+7.7% | Added |
| Ferguson Wellman Capital Management, Inc | 3,459 | $1.57M | 0.02% | −323−8.5% | Reduced |
| BlueSpruce Investments, LP | 3,418 | $1.55M | 0.24% | +3,418 | New |
| William Allan, LLC | 3,411 | $1.54M | 0.76% | +373+12.3% | Added |
| Greenline Partners, LLC | 3,405 | $1.54M | 0.16% | +3,405 | New |
| Venturi Wealth Management, LLC | 3,405 | $1.54M | 0.06% | +42+1.2% | Added |
| Everence Capital Management Inc | 3,375 | $1.53M | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,336 | $1.51M | 0.01% | +145+4.5% | Added |
| HM Payson & Co | 3,326 | $1.51M | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,300 | $1.49M | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 3,298 | $1.49M | 0.14% | +264+8.7% | Added |
| Stamos Capital Partners, L.P. | 3,295 | $1.49M | 0.23% | +94+2.9% | Added |
| Marshall Financial Group LLC | 3,272 | $1.48M | 0.22% | −15−0.5% | Reduced |
| Coldstream Capital Management Inc | 3,260 | $1.48M | 0.02% | −48−1.5% | Reduced |
| Mattern Capital Management, LLC | 3,166 | $1.43M | 0.17% | +605+23.6% | Added |
| Bridges Investment Management Inc | 3,158 | $1.43M | 0.02% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 3,150 | $1.43M | 0.05% | +1,042+49.4% | Added |
| Round Hill Asset Management | 3,149 | $1.43M | 0.90% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,145 | $1.42M | 0.14% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,116 | $1.41M | 0.30% | 00.0% | Unchanged |
| Central Trust Co | 3,114 | $1.41M | 0.03% | −181−5.5% | Reduced |
| Ballast Advisors LLC | 3,113 | $1.41M | 0.34% | −21−0.7% | Reduced |
| Ironwood Investment Counsel, LLC | 3,109 | $1.41M | 0.18% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,105 | $1.41M | 0.01% | +3,105 | New |
| Park Avenue Securities LLC | 3,103 | $1.41M | 0.01% | −39−1.2% | Reduced |
| Principal Securities, Inc. | 3,098 | $1.40M | 0.02% | −144−4.4% | Reduced |
| Summit Financial, LLC | 3,088 | $1.40M | 0.02% | +426+16.0% | Added |
| Univest Financial Corp | 3,079 | $1.39M | 0.07% | +229+8.0% | Added |
| Equitable Trust Co | 3,070 | $1.39M | 0.06% | −9−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 3,049 | $1.38M | 0.08% | +12+0.4% | Added |
| Syon Capital LLC | 3,011 | $1.36M | 0.06% | −295−8.9% | Reduced |
| Great Valley Advisor Group, Inc. | 3,004 | $1.36M | 0.02% | +2,173+261.5% | Added |
| Advisory Services Network, LLC | 3,001 | $1.36M | 0.02% | +170+6.0% | Added |
| Black Swift Group, LLC | 3,000 | $1.36M | 0.20% | +3,000 | New |
| Krilogy Financial LLC | 2,999 | $1.36M | 0.04% | +797+36.2% | Added |
| Brighton Jones LLC | 2,979 | $1.35M | 0.03% | +985+49.4% | Added |
| Voleon Capital Management LP | 2,973 | $1.35M | 0.02% | −10,133−77.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,926 | $1.33M | 0.03% | +624+27.1% | Added |
| Accretive Wealth Partners, LLC | 2,903 | $1.31M | 0.32% | +72+2.5% | Added |
| Fisher Asset Management, LLC | 2,881 | $1.31M | 0.00% | +1,034+56.0% | Added |
| LMR Partners LLP | 2,856 | $1.29M | 0.01% | +2,856 | New |
| General Partner, Inc. | 2,845 | $1.29M | 0.69% | −250−8.1% | Reduced |
| Wedmont Private Capital | 2,630 | $1.28M | 0.04% | +54+2.1% | Added |
| Evermay Wealth Management LLC | 2,768 | $1.25M | 0.13% | +26+0.9% | Added |
| Riversedge Advisors, LLC | 2,760 | $1.25M | 0.17% | +393+16.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,752 | $1.25M | 0.20% | +2,088+314.5% | Added |
| Independent Advisor Alliance | 2,706 | $1.23M | 0.03% | +146+5.7% | Added |
| HighVista Strategies LLC | 2,670 | $1.21M | 0.28% | +2,670 | New |
| Leonteq Securities AG | 2,665 | $1.21M | 0.07% | −439−14.1% | Reduced |
| Smithfield Trust Co | 2,667 | $1.21M | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,629 | $1.19M | 0.05% | −31−1.2% | Reduced |
| Allworth Financial LP | 2,614 | $1.18M | 0.01% | +636+32.2% | Added |
| Compagnie Lombard Odier SCmA | 2,600 | $1.18M | 0.01% | +100+4.0% | Added |
| Redmond Asset Management, LLC | 2,599 | $1.18M | 0.29% | +99+4.0% | Added |
| Quantitative Investment Management, LLC | 2,589 | $1.17M | 0.13% | −1,474−36.3% | Reduced |
| Redwood Investment Management, LLC | 2,577 | $1.17M | 0.12% | +2,577 | New |
| Intesa Sanpaolo Wealth Management | 2,567 | $1.16M | 0.23% | +73+2.9% | Added |
| Key Financial Inc | 2,564 | $1.16M | 0.19% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,564 | $1.16M | 0.09% | +6+0.2% | Added |
| TCW Group Inc | 2,543 | $1.15M | 0.01% | −22−0.9% | Reduced |
| Anchor Investment Management, LLC | 2,538 | $1.15M | 0.09% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,499 | $1.13M | 0.29% | +181+7.8% | Added |
| AlTi Global, Inc. | 2,487 | $1.13M | 0.02% | +653+35.6% | Added |
| Dearborn Partners LLC | 2,484 | $1.13M | 0.06% | +743+42.7% | Added |
| Atomi Financial Group, Inc. | 2,443 | $1.11M | 0.03% | +113+4.8% | Added |