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Disclosery

MCO MOODYS CORP

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Stock (common), issuer CIK 1059556

1,377 managers (1,414 13F filers) reported a position in MCO shares at 2026-06-30, 158,299,274 shares in all. 138 filers opened a position and 112 filers sold out during the quarter.

Managers
1,377
13F filers
1,414
New
138
Added
501
Reduced
529
Sold out
112
Shares held by filers
158,299,274

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Monte Financial Group, LLC3,619$1.73M0.55%+7213F-HRTimeline
V-Square Quantitative Management LLC3,802$1.72M0.16%+52613F-HRTimeline
TOBAM3,797$1.72M0.42%+56413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
iA Global Asset Management Inc.3,739$1.69M0.02%-4,07713F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC3,692$1.67M0.03%-1,74913F-HRTimelineGroup
Long Road Investment Counsel, LLC3,679$1.67M0.61%013F-HRTimeline
Seilern Investment Management Ltd3,630$1.64M0.21%-1,10213F-HRTimeline
Aft, Forsyth & Sober, LLC3,725$1.63M0.51%013F-HRTimeline
Applied Finance Capital Management, LLC3,572$1.62M0.12%+66713F-HRTimeline
OFI INVEST ASSET MANAGEMENT3,670$1.62M0.02%+38813F-HRTimeline
Advisory Alpha, LLC3,547$1.61M0.04%+41513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC3,530$1.6M0.01%013F-HRTimelineGroup
Knollwood Investment Advisory, LLC3,497$1.58M0.14%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,492$1.58M0.26%+24913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,459$1.57M0.02%-32313F-HRTimeline
BlueSpruce Investments, LP3,418$1.55M0.24%new13F-HRTimeline
William Allan Corp3,411$1.54M0.76%+37313F-HRTimeline
Greenline Partners, LLC3,405$1.54M0.16%new13F-HRTimeline
Venturi Wealth Management, LLC3,405$1.54M0.06%+4213F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,375$1.53M0.08%013F-HRTimeline
Waverly Advisors, LLC3,336$1.51M0.01%+14513F-HRTimeline
HM PAYSON & CO3,326$1.51M0.02%013F-HRTimeline
Smartleaf Asset Management LLC3,300$1.49M0.05%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,298$1.49M0.14%+26413F-HRTimelineGroup
Stamos Capital Partners, L.P.3,295$1.49M0.23%+9413F-HRTimeline
Marshall Financial Group, LLC3,272$1.48M0.22%-1513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,260$1.48M0.02%-4813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC3,166$1.43M0.17%+60513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,158$1.43M0.02%013F-HRTimeline
Round Hill Asset Management3,149$1.43M0.9%013F-HRTimeline
Westerkirk Capital Inc.3,145$1.42M0.14%013F-HRTimeline
Mystic Asset Management, Inc.3,116$1.41M0.3%013F-HRTimeline
CENTRAL TRUST Co3,114$1.41M0.03%-18113F-HRTimeline
BALLAST ADVISORS LLC3,113$1.41M0.34%-2113F-HRTimeline
Ironwood Investment Counsel, LLC3,109$1.41M0.18%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,105$1.41M0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,103$1.41M0.01%-3913F-HRTimelineGroup
Summit Financial, LLC3,088$1.4M0.02%+42613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,079$1.39M0.07%+22913F-HRTimelineGroup
EQUITABLE TRUST CO3,070$1.39M0.06%-913F-HRTimeline
Frank, Rimerman Advisors LLC3,049$1.38M0.08%+1213F-HRTimeline
SYON CAPITAL LLC3,011$1.36M0.06%-29513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,004$1.36M0.02%+2,17313F-HRTimelineGroup
Advisory Services Network, LLC3,001$1.36M0.02%+17013F-HRTimeline
Black Swift Group, LLC3,000$1.36M0.2%new13F-HRTimeline
Krilogy Financial LLC2,999$1.36M0.04%+79713F-HRTimeline
BRIGHTON JONES LLC2,979$1.35M0.03%+98513F-HRTimeline
Voleon Capital Management LP2,973$1.35M0.02%-10,13313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,926$1.33M0.03%+62413F-HRTimelineGroup
Accretive Wealth Partners, LLC2,903$1.31M0.32%+7213F-HRTimeline
Fisher Asset Management, LLC2,881$1.31M<0.01%+1,03413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP2,856$1.29M0.01%new13F-HRTimelineGroup
General Partner, Inc.2,845$1.29M0.69%-25013F-HRTimeline
Wedmont Private Capital2,630$1.28M0.04%+5413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,768$1.25M0.13%+2613F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,760$1.25M0.17%+39313F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,752$1.25M0.2%+2,08813F-HRTimeline
Independent Advisor Alliance2,706$1.23M0.03%+14613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,490$1.21M+728Timeline
HighVista Strategies LLC2,670$1.21M0.28%new13F-HRTimeline
Leonteq Securities AG2,665$1.21M0.07%-43913F-HRTimeline
Smithfield Trust Co2,667$1.21M0.05%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,629$1.19M0.05%-3113F-HRTimelineGroup
Allworth Financial LP2,614$1.18M0.01%+63613F-HRTimeline
Compagnie Lombard Odier SCmA2,600$1.18M0.01%+10013F-HRTimeline
Redmond Asset Management, LLC2,599$1.18M0.29%+9913F-HRTimeline
Quantitative Investment Management, LLC2,589$1.17M0.13%-1,47413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,577$1.17M0.12%new13F-HRTimelineGroup
Key Financial Inc2,564$1.16M0.19%013F-HRTimeline
Washington Trust Advisors, Inc.2,564$1.16M0.09%+613F-HRTimeline
TCW GROUP INCin group TCW GROUP INC2,543$1.15M0.01%-2213F-HRTimelineGroup
Anchor Investment Management, LLC2,538$1.15M0.09%013F-HRTimeline
Smart Money Group LLC2,499$1.13M0.29%+18113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,487$1.13M0.02%+65313F-HRTimelineGroup
DEARBORN PARTNERS LLC2,484$1.13M0.06%+74313F-HR/ATimeline
Compound Planning, Inc.2,443$1.11M0.03%+11313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,436$1.1M0.01%-8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SAGESPRING WEALTH PARTNERS, LLC2,428$1.1M0.02%+46813F-HRTimeline
GAMMA Investing LLC2,422$1.1M0.04%+26213F-HRTimeline
RWA WEALTH PARTNERS, LLC2,421$1.1M0.01%-813F-HRTimeline
GeoWealth Management, LLC2,414$1.09M0.03%-18713F-HRTimeline
PROMETHIUM ADVISORS,LLC2,402$1.09M0.52%+1213F-HRTimeline
AXQ CAPITAL, LP2,391$1.08M0.12%new13F-HRTimeline
Meadowbrook Advisors Group, LLC2,364$1.07M0.57%-10013F-HRTimeline
SPINNAKER TRUST2,340$1.06M0.05%+50013F-HRTimeline
NOVEM GROUP2,338$1.06M0.11%+11613F-HRTimeline
Pallas Capital Advisors LLC2,302$1.04M0.03%+38913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,291$1.04M0.01%+19413F-HRTimelineGroup
Benin Management CORP2,283$1.03M0.21%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,243$1.02M0.03%-19313F-HRTimeline
Prime Capital Investment Advisors, LLC2,224$1.01M0.01%-21013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC2,220$1.01M0.42%+3413F-HRTimeline
Verdence Capital Advisors LLC2,218$1M0.05%+21113F-HRTimeline
Triangle Securities Wealth Management2,208$1M0.2%+3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Genus Capital Management Inc.2,199$996K0.1%-12713F-HRTimeline
Global Retirement Partners, LLC2,198$996K0.02%13F-HRTimeline
Premier Path Wealth Partners, LLC2,152$975K0.11%+20313F-HRTimeline
Institute for Wealth Management, LLC.2,146$972K0.09%-5413F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,143$971K0.17%+11813F-HRTimeline
Prospera Financial Services Inc2,141$970K0.01%+19013F-HRTimeline
Sterling Capital Management LLC2,127$963K0.02%-8,27113F-HRTimeline
PINNACLE ASSOCIATES LTD2,126$963K0.01%+1,27013F-HRTimeline
Simplicity Wealth,LLC2,118$959K0.03%+12213F-HRTimeline
Westbourne Investment Advisors, Inc.2,086$945K0.26%-5013F-HRTimeline
OneDigital Investment Advisors LLC2,070$938K0.01%+89313F-HRTimeline
Waldron Private Wealth LLC2,069$937K0.03%013F-HRTimeline
STABLEFORD CAPITAL II LLC2,054$930K0.32%-2613F-HRTimeline
WHITTIER TRUST CO1,863$929K0.01%-1013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.2,043$925K0.08%+95713F-HRTimelineGroup
MGO ONE SEVEN LLC2,033$921K0.02%+39313F-HRTimeline
Belpointe Asset Management LLC2,006$909K0.03%+5913F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC2,000$906K0.44%013F-HRTimeline
Enhancing Capital LLC2,000$906K0.62%013F-HRTimeline
Circle Wealth Management, LLC1,985$899K0.01%-813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,959$887K0.01%+95213F-HRTimeline
Cornerstone Planning Group LLC1,806$885K0.11%+113F-HRTimeline
Bull Harbor Capital LLC1,940$879K0.17%+67813F-HRTimeline
Aaron Wealth Advisors LLC1,927$873K0.04%+7913F-HRTimeline
Goelzer Investment Management, Inc.1,926$872K0.04%-10213F-HRTimeline
Larson Financial Group LLC1,915$867K0.02%+1,28713F-HRTimeline
LVW Advisors, LLC1,914$867K0.07%-7313F-HRTimeline
HARRIS ASSOCIATES L P1,905$863K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,840$861K0.13%+24213F-HRTimeline
Tiptree Advisors, LLC1,900$861K0.53%new13F-HRTimeline
Cache Advisors, LLC1,900$861K0.07%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,878$851K0.01%-1313F-HRTimeline
FISHMAN JAY A LTD/MI1,875$849K0.07%013F-HRTimeline
Sivia Capital Partners, LLC1,869$847K0.1%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,867$846K0.21%+613F-HRTimeline
Reynders McVeigh Capital Management, LLC1,866$845K0.04%013F-HRTimeline
Asset Management Group, Inc.1,862$843K0.12%013F-HRTimeline
Choate Investment Advisors1,858$842K0.01%013F-HRTimeline
SkyView Investment Advisors, LLC1,800$815K0.64%+76413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,754$795K+381Timeline
High Net Worth Advisory Group LLC1,740$788K0.17%013F-HRTimeline
Cynosure Group, LLC1,720$779K0.12%013F-HRTimeline
CenterBook Partners LP1,717$778K0.04%-1,43413F-HRTimeline
DARA CAPITAL US, INC.1,717$778K0.54%+27913F-HRTimeline
Golden Reserve Retirement LLC1,710$775K0.12%+85813F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,708$774K0.05%+41113F-HRTimelineGroup
Trust Asset Management LLC1,704$772K0.05%-2713F-HR/ATimeline
Third View Private Wealth, LLC1,691$766K0.09%+53213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,689$765K0.04%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,682$762K0.02%-94013F-HRTimeline
Sowell Financial Services LLC1,681$761K0.02%+11913F-HRTimeline
Matrix Trust Co1,680$761K0.11%+29913F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT1,680$761K0.01%-49,10213F-HRTimeline
Prosperity Consulting Group, LLC1,673$758K0.03%+30713F-HRTimeline
Baker Avenue Asset Management, LP1,661$752K0.01%+43513F-HRTimeline
Sound View Wealth Advisors Group, LLC1,660$752K0.05%-513F-HRTimeline
Crestmont Private Wealth LLC1,654$749K0.21%-2813F-HRTimeline
DAVIDSON TRUST CO1,641$743K0.29%013F-HRTimeline
GUARDIAN CAPITAL LPgroup of 2 filers holding1,637$741K-4,652Timeline
Lineweaver Wealth Advisors, LLC1,608$728K0.09%+2013F-HRTimeline
Castle Rock Wealth Management, LLC1,549$726K0.14%-513F-HRTimeline
GKV Capital Management Co., Inc.1,600$725K0.23%-20013F-HRTimeline
O'Connor Alternative Investments LLC1,600$725K0.05%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Savvy Advisors, Inc.1,598$724K0.02%-3613F-HRTimeline
Curi Capital, LLC1,591$721K0.01%-5213F-HRTimeline
Accurate Wealth Management, LLC1,479$721K0.07%+21913F-HRTimeline
Meridian Wealth Management, LLC1,579$715K0.02%+20213F-HRTimeline
World Investment Advisors1,597$712K0.01%-5613F-HRTimeline
Baron Wealth Management LLC1,557$705K0.18%+37713F-HRTimeline
Addison Capital Co1,550$702K0.12%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,536$696K+503Timeline
Crestwood Advisors Group, LLC1,525$691K0.01%+15713F-HRTimeline
Proficio Capital Partners LLC1,518$687K0.02%new13F-HRTimeline
Kenora Financial, LLC1,512$685K0.21%+2613F-HRTimeline
TRUST CO OF VERMONT1,509$683K0.03%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,505$682K0.02%+7513F-HRTimelineGroup
Borer Denton & Associates, Inc.1,505$682K0.22%013F-HRTimeline
Chou Associates Management Inc.1,500$679K0.31%013F-HRTimeline
Evercore Wealth Management, LLC1,489$674K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,481$671K0.01%+9113F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC1,468$665K0.1%-5413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,468$665K0.01%+613F-HRTimeline
BRAVE ASSET MANAGEMENT INC1,463$663K0.14%013F-HRTimeline
Van Hulzen Asset Management, LLC1,461$662K0.05%+46613F-HRTimeline
BOSTON FAMILY OFFICE LLC1,454$659K0.04%013F-HRTimeline
New Republic Capital, LLC1,450$657K0.15%+57913F-HRTimeline
Ellevest, Inc.1,451$654K0.08%+31613F-HRTimeline
71 West Capital Partners1,442$653K0.02%+58313F-HRTimeline
Hilltop National Bank1,431$648K0.14%-2013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,430$648K<0.01%+513F-HRTimelineGroup
J2 Capital Management Inc1,427$646K0.43%+45413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,405$636K0.01%-1,52513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,405$636K<0.01%-23913F-HRTimelineGroup
Argyle Capital Management, LLC1,400$634K0.18%013F-HRTimeline
E Fund Management Co., Ltd.1,394$631K0.01%+84713F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,381$626K0.08%-11513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,380$625K0.01%new13F-HRTimeline
LGT Fund Management Co Ltd.1,375$623K0.03%-84013F-HRTimeline
DeDora Capital, Inc.1,374$622K0.14%-213F-HRTimeline
Sentry LLC1,374$622K0.17%013F-HRTimeline
Argent Trust Co1,373$622K0.02%-15113F-HRTimeline
Qsemble Capital Management, LP1,368$620K0.08%new13F-HRTimeline
PCM Encore, LLC1,367$619K0.11%-3613F-HRTimeline
Fortis Capital Management LLC1,365$618K0.07%+3013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV1,364$618K0.05%-4813F-HRTimeline
Fiduciary Alliance LLC1,358$615K0.04%-14913F-HRTimeline