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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2,436 | $1.10M | 0.01% | −82−3.3% | Reduced |
| Sagespring Wealth Partners, LLC | 2,428 | $1.10M | 0.02% | +468+23.9% | Added |
| GAMMA Investing LLC | 2,422 | $1.10M | 0.04% | +262+12.1% | Added |
| Adviser Investments LLC | 2,421 | $1.10M | 0.01% | −8−0.3% | Reduced |
| GeoWealth Management, LLC | 2,414 | $1.09M | 0.03% | −187−7.2% | Reduced |
| Promethium Advisors,llc | 2,402 | $1.09M | 0.52% | +12+0.5% | Added |
| Axq Capital, LP | 2,391 | $1.08M | 0.12% | +2,391 | New |
| Meadowbrook Advisors Group, LLC | 2,364 | $1.07M | 0.57% | −100−4.1% | Reduced |
| Spinnaker Trust | 2,340 | $1.06M | 0.05% | +500+27.2% | Added |
| Novem Group | 2,338 | $1.06M | 0.11% | +116+5.2% | Added |
| Pallas Capital Advisors LLC | 2,302 | $1.04M | 0.03% | +389+20.3% | Added |
| Brookstone Capital Management | 2,291 | $1.04M | 0.01% | +194+9.3% | Added |
| Benin Management CORP | 2,283 | $1.03M | 0.21% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,243 | $1.02M | 0.03% | −193−7.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,224 | $1.01M | 0.01% | −210−8.6% | Reduced |
| Bluedoor Private Wealth, LLC | 2,220 | $1.01M | 0.42% | +34+1.6% | Added |
| Verdence Capital Advisors LLC | 2,218 | $1.00M | 0.05% | +211+10.5% | Added |
| Triangle Securities Wealth Management | 2,208 | $1.00M | 0.20% | +39+1.8% | Added |
| Genus Capital Management Inc. | 2,199 | $996.0K | 0.10% | −127−5.5% | Reduced |
| Global Retirement Partners, LLC | 2,198 | $995.6K | 0.02% | +2,198 | New |
| Premier Path Wealth Partners, LLC | 2,152 | $974.6K | 0.11% | +203+10.4% | Added |
| Institute for Wealth Management, LLC. | 2,146 | $972.0K | 0.09% | −54−2.5% | Reduced |
| Okabena Investment Services Inc | 2,143 | $970.6K | 0.17% | +118+5.8% | Added |
| Prospera Financial Services Inc | 2,141 | $970.0K | 0.01% | +190+9.7% | Added |
| Sterling Capital Management LLC | 2,127 | $963.4K | 0.02% | −8,271−79.5% | Reduced |
| Pinnacle Associates Ltd | 2,126 | $962.9K | 0.01% | +1,270+148.4% | Added |
| Simplicity Wealth,LLC | 2,118 | $959.4K | 0.03% | +122+6.1% | Added |
| Westbourne Investment Advisors, Inc. | 2,086 | $944.8K | 0.26% | −50−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 2,070 | $937.7K | 0.01% | +893+75.9% | Added |
| Waldron Private Wealth LLC | 2,069 | $937.1K | 0.03% | 00.0% | Unchanged |
| Stableford Capital II LLC | 2,054 | $930.3K | 0.32% | −26−1.3% | Reduced |
| Whittier Trust Co | 1,863 | $929.2K | 0.01% | −10−0.5% | Reduced |
| Frec Markets, Inc. | 2,043 | $925.3K | 0.08% | +957+88.1% | Added |
| We Are One Seven, LLC | 2,033 | $920.6K | 0.02% | +393+24.0% | Added |
| TIAA Wealth Investment Management LLC | 2,029 | $919.0K | 0.01% | −21−1.0% | Reduced |
| Natixis | 2,013 | $911.7K | 0.00% | −47,015−95.9% | Reduced |
| Belpointe Asset Management LLC | 2,006 | $908.6K | 0.03% | +59+3.0% | Added |
| Stonebridge Capital Management Inc | 2,000 | $905.8K | 0.44% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $905.8K | 0.62% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,985 | $899.0K | 0.01% | −8−0.4% | Reduced |
| Mission Wealth Management, LP | 1,959 | $887.3K | 0.01% | +952+94.5% | Added |
| Cornerstone Planning Group LLC | 1,806 | $884.6K | 0.11% | +1+0.1% | Added |
| Bull Harbor Capital LLC | 1,940 | $878.7K | 0.17% | +678+53.7% | Added |
| Aaron Wealth Advisors | 1,927 | $872.8K | 0.04% | +79+4.3% | Added |
| Goelzer Investment Management, Inc. | 1,926 | $872.3K | 0.04% | −102−5.0% | Reduced |
| Larson Financial Group LLC | 1,915 | $867.3K | 0.02% | +1,287+204.9% | Added |
| LVW Advisors, LLC | 1,914 | $866.9K | 0.07% | −73−3.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,905 | $862.8K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,840 | $861.0K | 0.13% | +242+15.1% | Added |
| Cache Advisors, LLC | 1,900 | $860.5K | 0.07% | 00.0% | Unchanged |
| Tiptree Advisors, LLC | 1,900 | $860.5K | 0.53% | +1,900 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,878 | $850.6K | 0.01% | −13−0.7% | Reduced |
| Fishman Jay A Ltd | 1,875 | $849.2K | 0.07% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,869 | $846.5K | 0.10% | +1,869 | New |
| Walter & Keenan Financial Consulting Co | 1,867 | $845.6K | 0.21% | +6+0.3% | Added |
| Reynders McVeigh Capital Management, LLC | 1,866 | $845.0K | 0.04% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,862 | $843.3K | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,858 | $841.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,812 | $820.7K | 0.02% | −41−2.2% | Reduced |
| SkyView Investment Advisors, LLC | 1,800 | $815.0K | 0.64% | +764+73.7% | Added |
| High Net Worth Advisory Group LLC | 1,740 | $788.1K | 0.17% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,720 | $779.0K | 0.12% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,717 | $777.7K | 0.04% | −1,434−45.5% | Reduced |
| Dara Capital US, Inc. | 1,717 | $777.7K | 0.54% | +279+19.4% | Added |
| Golden Reserve Retirement LLC | 1,710 | $774.5K | 0.12% | +858+100.7% | Added |
| Westpac Banking Corp | 1,708 | $773.6K | 0.05% | +411+31.7% | Added |
| Trust Asset Management LLC | 1,704 | $771.8K | 0.05% | −27−1.6% | Reduced |
| Third View Private Wealth, LLC | 1,691 | $765.9K | 0.09% | +532+45.9% | Added |
| Patriot Investment Management Inc. | 1,689 | $765.0K | 0.04% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,682 | $761.8K | 0.02% | −940−35.9% | Reduced |
| Sowell Financial Services LLC | 1,681 | $761.5K | 0.02% | +119+7.6% | Added |
| Matrix Trust Co | 1,680 | $761.0K | 0.11% | +299+21.7% | Added |
| Picton Mahoney Asset Management | 1,680 | $760.9K | 0.01% | −49,102−96.7% | Reduced |
| Prosperity Consulting Group, LLC | 1,673 | $757.7K | 0.03% | +307+22.5% | Added |
| Baker Avenue Asset Management, LP | 1,661 | $752.5K | 0.01% | +435+35.5% | Added |
| Sound View Wealth Advisors Group, LLC | 1,660 | $751.8K | 0.05% | −5−0.3% | Reduced |
| Crestmont Private Wealth LLC | 1,654 | $749.1K | 0.21% | −28−1.7% | Reduced |
| Davidson Trust Co | 1,641 | $743.2K | 0.29% | 00.0% | Unchanged |
| Guardian Capital LP | 1,629 | $737.8K | 0.02% | −4,660−74.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,608 | $728.3K | 0.09% | +20+1.3% | Added |
| Castle Rock Wealth Management, LLC | 1,549 | $725.5K | 0.14% | −5−0.3% | Reduced |
| GKV Capital Management Co., Inc. | 1,600 | $724.7K | 0.23% | −200−11.1% | Reduced |
| O'Connor Alternative Investments LLC | 1,600 | $724.7K | 0.05% | +1,600 | New |
| Savvy Advisors, Inc. | 1,598 | $723.9K | 0.02% | −36−2.2% | Reduced |
| RMB Capital Management, LLC | 1,591 | $720.6K | 0.01% | −52−3.2% | Reduced |
| Accurate Wealth Management, LLC | 1,479 | $720.5K | 0.07% | +219+17.4% | Added |
| Meridian Wealth Management, LLC | 1,579 | $715.0K | 0.02% | +202+14.7% | Added |
| Pensionmark Financial Group, LLC | 1,597 | $711.5K | 0.01% | −56−3.4% | Reduced |
| Baron Wealth Management LLC | 1,557 | $705.4K | 0.18% | +377+31.9% | Added |
| Addison Capital Co | 1,550 | $702.0K | 0.12% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,525 | $690.9K | 0.01% | +157+11.5% | Added |
| Proficio Capital Partners LLC | 1,518 | $687.5K | 0.02% | +1,518 | New |
| Invesco, LLC | 1,512 | $684.8K | 0.21% | +26+1.7% | Added |
| Trust Co of Vermont | 1,509 | $683.5K | 0.03% | +1,509 | New |
| Ascent Group, LLC | 1,505 | $681.9K | 0.02% | +75+5.2% | Added |
| Borer Denton & Associates, Inc. | 1,505 | $681.6K | 0.22% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 1,500 | $679.4K | 0.31% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,489 | $674.4K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,481 | $671.0K | 0.01% | +91+6.5% | Added |
| Personal Cfo Solutions, LLC | 1,468 | $665.0K | 0.10% | −54−3.5% | Reduced |