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Disclosery

MCO MOODYS CORP

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Stock (common), issuer CIK 1059556

1,393 managers (1,425 13F filers) reported a position in MCO shares at 2025-12-31, 162,820,206 shares in all. 129 filers opened a position and 90 filers sold out during the quarter.

Managers
1,393
13F filers
1,425
New
129
Added
508
Reduced
475
Sold out
90
Shares held by filers
162,820,206

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,723$1.9M0.03%013F-HRTimeline
Capital Investment Advisors, LLC3,698$1.89M0.03%+613F-HRTimeline
Long Road Investment Counsel, LLC3,679$1.88M0.71%013F-HRTimeline
Legato Capital Management LLC3,648$1.86M0.16%+1,82613F-HRTimeline
Venturi Wealth Management, LLC3,633$1.86M0.08%+7013F-HRTimeline
Great Lakes Retirement, Inc.3,603$1.84M0.19%+24313F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC3,520$1.82M0.03%+73513F-HRTimeline
Smartleaf Asset Management LLC3,499$1.8M0.07%+48813F-HRTimeline
W1M Asset Management Ltd3,514$1.8M0.02%new13F-HRTimeline
Knollwood Investment Advisory, LLC3,497$1.79M0.17%013F-HRTimeline
Monte Financial Group, LLC3,474$1.77M0.66%+15913F-HRTimeline
J. R. Prunier Capital Management LLC3,460$1.77M0.73%13F-HRTimeline
GeoWealth Management, LLC3,450$1.76M0.06%-3513F-HRTimeline
Cresset Asset Management, LLC3,448$1.76M0.01%+94413F-HRTimeline
V-Square Quantitative Management LLC3,444$1.76M0.18%new13F-HRTimeline
Reflection Asset Management3,438$1.76M1.25%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,416$1.75M0.02%-96813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,410$1.74M0.01%-19313F-HRTimelineGroup
Westerkirk Capital Inc.3,389$1.73M0.17%-15113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,375$1.72M0.1%013F-HRTimeline
Marshall Financial Group, LLC3,331$1.7M0.33%-29113F-HRTimeline
HM PAYSON & CO3,326$1.7M0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,317$1.69M0.04%-13113F-HRTimelineGroup
General Partner, Inc.3,295$1.68M0.95%013F-HRTimeline
Atom Investors LP3,294$1.68M0.13%+15713F-HRTimeline
BOKF, NAin group BOKF, NA3,292$1.68M0.03%-5913F-HRTimelineGroup
Bridgefront Capital, LLC3,256$1.66M0.42%-313F-HRTimeline
Steward Partners Investment Advisory, L…3,245$1.66M0.01%+13413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,239$1.65M0.01%+13213F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC3,206$1.64M0.23%+1,10313F-HRTimeline
CPC Advisors, LLC3,199$1.63M0.16%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,166$1.62M0.02%+13613F-HRTimeline
Round Hill Asset Management3,149$1.61M1.01%-15013F-HRTimeline
CWA Asset Management Group, LLC3,129$1.6M0.06%+11213F-HRTimeline
Mystic Asset Management, Inc.3,116$1.59M0.36%-23213F-HRTimeline
BALLAST ADVISORS LLC3,112$1.59M0.44%+5213F-HRTimeline
Ironwood Investment Counsel, LLC3,108$1.59M0.22%013F-HRTimeline
Leonteq Securities AG3,107$1.59M0.08%-2,56613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,100$1.58M0.02%-33013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR CAPITAL ADVISORS, INC.3,091$1.58M0.12%-513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,056$1.56M0.02%+2,46413F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd3,039$1.55M0.04%new13F-HRTimelineGroup
CORNERCAP INVESTMENT COUNSEL INC3,036$1.55M0.76%-4013F-HRTimeline
EQUITABLE TRUST CO3,034$1.55M0.07%013F-HRTimeline
Highview Capital Management LLC/DE/3,028$1.55M0.55%+87213F-HRTimeline
Integrated Quantitative Investments LLC3,012$1.54M0.33%new13F-HRTimeline
Frank, Rimerman Advisors LLC3,002$1.53M0.1%+4313F-HRTimeline
Tiptree Advisors, LLC3,000$1.53M0.88%013F-HRTimeline
TOBAM2,987$1.53M0.37%+2,97513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plato Investment Management Ltd2,892$1.48M0.1%013F-HRTimeline
Sunbelt Securities, Inc.2,897$1.48M0.1%-313F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,896$1.48M0.5%new13F-HRTimeline
HHLR ADVISORS, LTD.in group HHLR ADVISORS, LTD.2,888$1.48M0.05%013F-HRTimelineGroup
CENTRAL TRUST Co2,883$1.47M0.03%+20513F-HRTimeline
Belpointe Asset Management LLC2,878$1.47M0.05%new13F-HRTimeline
STANCE CAPITAL LLC2,873$1.47M0.54%+25013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,849$1.46M0.16%-18013F-HRTimelineGroup
Accretive Wealth Partners, LLC2,805$1.43M0.43%-813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,804$1.43M0.02%+2,22313F-HRTimelineGroup
Advisory Alpha, LLC2,793$1.43M0.04%+28913F-HRTimeline
MOKAN Wealth Management Inc.2,769$1.41M0.63%new13F-HRTimeline
SYON CAPITAL LLC2,762$1.41M0.07%+48513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,751$1.41M0.08%-3813F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC2,742$1.4M0.16%013F-HRTimeline
Pilgrim Partners Asia Pte Ltd2,740$1.4M0.67%-67013F-HRTimeline
Wedmont Private Capital2,619$1.39M0.05%+11113F-HRTimeline
Applied Finance Capital Management, LLC2,707$1.38M0.1%+39413F-HRTimeline
Independent Advisor Alliance2,636$1.35M0.03%-15913F-HRTimeline
Cynosure Group, LLC2,629$1.34M0.14%+90913F-HRTimeline
GAMMA Investing LLC2,621$1.34M0.07%-33313F-HRTimeline
AlphaQuest LLC2,618$1.34M0.07%+11213F-HRTimeline
LVW Advisors, LLC2,607$1.33M0.13%+16313F-HRTimeline
Robertson Stephens Wealth Management, L…2,603$1.33M0.04%+1913F-HRTimeline
Key Financial Inc2,566$1.31M0.24%-413F-HRTimeline
Washington Trust Advisors, Inc.2,555$1.31M0.1%-12113F-HRTimeline
Smithfield Trust Co2,551$1.3M0.06%+913F-HRTimeline
Anchor Investment Management, LLC2,538$1.3M0.11%013F-HRTimeline
Waverly Advisors, LLC2,535$1.29M0.01%+1,74713F-HRTimeline
Meadowbrook Advisors Group, LLC2,534$1.29M0.73%13F-HRTimeline
Hingham Institution for Savings2,500$1.28M1.05%13F-HR/ATimeline
Prime Capital Investment Advisors, LLC2,495$1.27M0.02%+22513F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP2,442$1.25M0.04%+50613F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC2,441$1.25M0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding2,314$1.24M-9,292Timeline
RWA WEALTH PARTNERS, LLC2,419$1.24M0.01%+17913F-HRTimeline
Summit Financial, LLC2,414$1.23M0.02%+13813F-HRTimeline
Redmond Asset Management, LLC2,390$1.22M0.31%+513F-HRTimeline
Genus Capital Management Inc.2,388$1.22M0.14%013F-HRTimeline
PROMETHIUM ADVISORS,LLC2,386$1.22M0.66%+16313F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …2,380$1.22M0.01%013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management2,371$1.21M<0.01%-195,45513F-HRTimelineGroup
MASTERINVEST Kapitalanlage GmbH2,330$1.2M0.11%-29813F-HRTimeline
Avanda Investment Management Pte. Ltd.2,350$1.2M1.19%-5013F-HRTimeline
Smart Money Group LLC2,336$1.19M0.35%+1013F-HRTimeline
LORD, ABBETT & CO. LLC2,324$1.19M<0.01%-2,69013F-HRTimeline
Heritage Family Offices, LLP2,323$1.19M0.54%-16213F-HRTimeline
CenterBook Partners LP2,317$1.18M0.06%-8,35413F-HRTimeline
Compagnie Lombard Odier SCmA2,300$1.17M0.01%new13F-HRTimeline
Benin Management CORP2,283$1.17M0.26%013F-HRTimeline
KG Capital Management2,253$1.15M0.3%+26613F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC2,231$1.14M0.53%13F-HRTimeline
Institute for Wealth Management, LLC.2,215$1.13M0.12%+48413F-HRTimeline
EP Wealth Advisors, LLC2,202$1.12M0.01%13F-HRTimeline
Westbourne Investment Advisors, Inc.2,186$1.12M0.31%-10013F-HRTimeline
Triangle Securities Wealth Management2,178$1.11M0.23%+2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Retirement Partners, LLC2,174$1.11M0.02%+1,50313F-HRTimeline
Fideuram Asset Management (Ireland) dac2,228$1.11M0.09%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,156$1.1M0.02%-2313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,155$1.1M0.03%-22013F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management2,140$1.09M0.01%+15513F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC2,113$1.08M0.09%new13F-HRTimeline
Aaron Wealth Advisors LLC2,108$1.08M0.06%+66113F-HRTimeline
NOVEM GROUP2,105$1.08M0.12%+16713F-HRTimeline
STABLEFORD CAPITAL II LLC2,067$1.06M0.38%-6513F-HRTimeline
Maple Capital Management, Inc.2,057$1.05M0.07%-4513F-HRTimeline
Waldron Private Wealth LLC2,052$1.05M0.04%+313F-HRTimeline
Circle Wealth Management, LLC2,045$1.04M0.02%+1213F-HRTimeline
Fisher Asset Management, LLC2,042$1.04M<0.01%-74213F-HRTimeline
Sentry LLC2,042$1.04M0.29%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,041$1.04M0.17%+1013F-HRTimeline
Choate Investment Advisors2,029$1.04M0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,025$1.03M<0.01%+10913F-HRTimelineGroup
Prospera Financial Services Inc2,017$1.03M0.02%+1,56213F-HRTimeline
MGO ONE SEVEN LLC2,001$1.02M0.02%+24613F-HRTimeline
Enhancing Capital LLC2,000$1.02M0.73%013F-HRTimeline
Valeo Financial Advisors, LLC1,989$1.02M0.02%+11313F-HRTimeline
OKABENA INVESTMENT SERVICES INC1,952$997K0.19%-30113F-HRTimeline
Beacon Pointe Advisors, LLC1,951$997K0.01%-2,59813F-HRTimeline
HARRIS ASSOCIATES L P1,948$995K<0.01%-65213F-HRTimeline
EFG International AGin group EFG International AG1,938$990K0.02%13F-HRTimelineGroup
WHITTIER TRUST CO1,856$989K0.01%+513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,891$981K0.01%+1013F-HRTimeline
GTS SECURITIES LLC1,916$979K0.03%+93013F-HRTimeline
Simplicity Wealth,LLC1,907$974K0.06%+20513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,905$973K0.01%-1,50713F-HRTimelineGroup
Stamos Capital Partners, L.P.1,897$969K0.16%+59013F-HRTimeline
Verdence Capital Advisors LLC1,895$968K0.06%+2113F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,890$966K0.26%-613F-HRTimeline
FISHMAN JAY A LTD/MI1,875$958K0.08%013F-HRTimeline
Reynders McVeigh Capital Management, LLC1,866$953K0.04%+113F-HRTimeline
Asset Management Group, Inc.1,862$951K0.15%013F-HRTimeline
SPINNAKER TRUST1,840$940K0.05%013F-HRTimeline
Sepio Capital, LP1,834$937K0.05%+35113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,809$924K0.02%+27113F-HRTimeline
Cornerstone Planning Group LLC1,786$923K0.14%+413F-HRTimeline
GKV Capital Management Co., Inc.1,800$920K0.34%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,781$910K+358Timeline
MATTERN CAPITAL MANAGEMENT, LLC1,741$889K0.11%+17613F-HRTimeline
High Net Worth Advisory Group LLC1,740$889K0.2%013F-HRTimeline
World Investment Advisors1,735$886K0.01%+1,17613F-HR/ATimeline
Trust Asset Management LLC1,731$884K0.06%-6513F-HRTimeline
Sound View Wealth Advisors Group, LLC1,728$883K0.06%-213F-HRTimeline
Baader Bank Aktiengesellschaft1,717$874K0.07%-1,03413F-HRTimeline
DEARBORN PARTNERS LLC1,710$874K0.04%-9713F-HRTimeline
Aviso Financial Inc.1,707$872K0.03%-3813F-HRTimeline
OFI INVEST ASSET MANAGEMENT1,762$867K0.01%+1,49813F-HRTimeline
Kenora Financial, LLC1,696$866K0.29%+2613F-HRTimeline
BAM Wealth Management, LLC1,693$865K0.63%-13513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,689$863K0.05%013F-HRTimeline
PROFUND ADVISORS LLC1,681$859K0.03%-44513F-HRTimeline
Aptus Capital Advisors, LLC1,664$850K0.01%+2013F-HRTimeline
DAVIDSON TRUST CO1,641$838K0.35%-3313F-HRTimeline
Curi Capital, LLC1,640$838K0.01%+113F-HRTimeline
Fortis Capital Advisors, LLC1,623$829K0.12%new13F-HRTimeline
Compound Planning, Inc.1,621$828K0.02%+31213F-HRTimeline
CHICAGO TRUST Co NA1,618$827K0.13%-15013F-HRTimeline
Allworth Financial LP1,611$823K<0.01%+19613F-HRTimeline
Lineweaver Wealth Advisors, LLC1,602$818K0.11%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,600$818K0.13%-1913F-HRTimeline
Havemeyer Place LP1,590$812K0.16%13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC1,586$810K0.11%013F-HRTimeline
Crestmont Private Wealth LLC1,582$808K0.26%+3713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,576$805K0.15%-5913F-HRTimeline
Sowell Financial Services LLC1,556$795K0.03%+413F-HRTimeline
Dempze Nancy E1,550$792K0.41%new13F-HRTimeline
Argent Trust Co1,530$782K0.03%-4813F-HRTimeline
GC Wealth Management RIA, LLC1,529$781K0.03%-1,78413F-HRTimeline
Borer Denton & Associates, Inc.1,505$769K0.26%013F-HRTimeline
Evercore Wealth Management, LLC1,504$768K0.01%013F-HRTimeline
Polymer Capital Management (US) LLC1,503$768K0.1%+29213F-HRTimeline
Chou Associates Management Inc.1,500$766K0.38%-4,39913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,496$764K0.11%-1413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding1,487$760K+16Timeline
OneDigital Investment Advisors LLC1,488$760K0.01%-27613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,473$753K0.03%-3313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,464$748K0.01%-16113F-HRTimeline
BRAVE ASSET MANAGEMENT INC1,463$747K0.18%013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV1,457$744K0.07%+4613F-HRTimeline
Hilltop National Bank1,451$741K0.18%-513F-HRTimeline
Castle Rock Wealth Management, LLC1,554$738K0.16%+213F-HRTimeline
Mutual Advisors, LLC1,440$736K0.02%-4413F-HRTimeline
J.W. COLE ADVISORS, INC.1,491$733K0.02%+5013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,423$727K0.05%-513F-HRTimelineGroup
Wellington Grp LLC1,416$723K0.24%13F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,414$722K0.02%-80713F-HRTimeline
SEEDS INVESTOR LLC1,413$722K0.14%-2213F-HRTimeline
Opes Wealth Management LLC1,410$720K0.12%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,408$719K0.21%-30413F-HRTimeline
DARA CAPITAL US, INC.1,408$719K0.64%13F-HRTimeline
Argyle Capital Management, LLC1,400$715K0.24%013F-HRTimeline