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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
BW Gestao de Investimentos Ltda.1,354$613K0.01%+81513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,325$600K0.02%+2513F-HRTimelineGroup
HUB Investment Partners, LLC1,324$600K0.01%+47313F-HRTimeline
Vann Equity Management LLC1,320$598K0.36%+9413F-HRTimeline
Kera Capital Partners, Inc.1,319$597K0.06%+24213F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,310$593K<0.01%013F-HRTimeline
PROFUND ADVISORS LLC1,308$592K0.02%-6213F-HRTimeline
Cambria Investment Management, L.P.1,295$587K0.03%new13F-HRTimeline
DDD Partners, LLC1,295$587K0.04%-113F-HRTimeline
Sagewood Asset Management LP1,294$586K0.13%+27313F-HRTimeline
Edgestream Partners, L.P.1,289$584K0.02%-7,95013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,289$584K0.01%+24313F-HRTimeline
Dorsey & Whitney Trust CO LLC1,283$581K0.03%-2913F-HRTimeline
Drake & Associates, LLC1,280$580K0.1%-94813F-HRTimeline
Legacy Wealth Asset Management, LLC1,278$579K0.13%+1513F-HRTimeline
Palisades Hudson Asset Management, L.P.1,258$570K0.2%013F-HRTimeline
Checchi Capital Advisers, LLC1,257$569K0.04%-213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC1,249$566K0.07%+25413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,194$559K0.03%+613F-HRTimeline
Kingsview Wealth Management, LLC1,231$558K0.01%-16913F-HRTimeline
Cyndeo Wealth Partners, LLC1,227$556K0.03%-7113F-HRTimeline
Maple Capital Management, Inc.1,225$555K0.03%013F-HRTimeline
Mayfair Advisory Group, LLC1,171$552K0.17%-113F-HRTimeline
Wellington Grp LLC1,219$552K0.15%-33413F-HR/ATimeline
MATHER GROUP, LLC.1,214$550K<0.01%+10113F-HRTimeline
Dodge & Cox1,213$549K<0.01%013F-HRTimeline
Cross Staff Investments Inc1,213$549K0.31%+113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,200$544K<0.01%013F-HRTimelineGroup
LEVIN CAPITAL STRATEGIES, L.P.1,200$544K0.04%013F-HRTimeline
W1M Asset Management Ltd1,199$543K<0.01%-7213F-HRTimeline
Lansing Street Advisors1,193$540K0.12%-613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,192$540K0.03%+4813F-HRTimeline
Legacy Financial Advisors, Inc.1,183$536K0.07%+6113F-HRTimeline
FIRST HORIZON CORP1,181$535K0.02%-213F-HRTimeline
Legacy Capital Wealth Partners, LLC1,167$529K0.1%+813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,164$527K0.04%-1413F-HRTimeline
Mutual Advisors, LLC1,161$526K0.01%+3113F-HRTimeline
PDS Planning, Inc1,161$526K0.03%-6713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,155$523K<0.01%new13F-HRTimelineGroup
CX Institutional1,145$519K0.01%+3813F-HRTimeline
Patton Albertson Miller Group, LLC1,143$518K0.05%013F-HRTimeline
Everhart Financial Group, Inc.1,143$518K0.03%-28713F-HRTimeline
Blue Edge Capital, LLC1,135$514K0.06%-11113F-HRTimeline
Winslow Capital Management, LLC1,132$513K<0.01%-29313F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,128$511K0.03%-913F-HRTimeline
Bridgewater Advisors Inc.1,045$505K0.03%-1913F-HRTimeline
SEEDS INVESTOR LLC1,111$503K0.05%-21213F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,108$502K0.13%-49113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC1,104$500K0.03%+13213F-HRTimeline
WILKINS INVESTMENT COUNSEL INC1,100$498K0.07%013F-HRTimeline
INCEPTIONR LLC1,098$497K0.12%new13F-HRTimeline
Abacus Planning Group, Inc.1,096$496K0.06%-5913F-HRTimeline
Aptus Capital Advisors, LLC1,094$495K<0.01%+10913F-HRTimeline
Engineers Gate Manager LP1,084$491K0.01%-58213F-HRTimeline
Regal Investment Advisors LLC1,084$491K0.03%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,080$489K0.02%-20013F-HRTimeline
DIVERSIFIED TRUST CO1,077$488K0.01%-2,44613F-HRTimeline
RDA Financial Network1,075$487K0.11%+5413F-HRTimeline
Legato Capital Management LLC1,068$484K0.04%-1,86313F-HRTimeline
Sepio Capital, LP1,062$481K0.02%-4813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,053$477K0.03%+26613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,051$476K0.05%-413F-HRTimeline
Aster Capital Management (DIFC) Ltd1,051$476K0.1%new13F-HR/ATimeline
Legacy Private Trust Co.1,050$476K0.03%-9013F-HRTimeline
West Family Investments, Inc.1,049$475K0.14%+35813F-HRTimeline
Aviso Financial Inc.1,049$475K0.02%+1413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,046$474K0.02%+113F-HRTimeline
MONECO ADVISORS, LLC1,044$473K0.03%+5713F-HRTimeline
Polymer Capital Management (US) LLC1,040$471K0.07%-2,77413F-HRTimeline
Heritage Family Offices, LLP1,036$469K0.18%-51213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.1,036$469K0.18%new13F-HRTimeline
ANCHYRA PARTNERS LLC1,032$467K0.11%+2713F-HRTimeline
NWAM LLC1,031$467K0.02%new13F-HRTimeline
WHITE PINE CAPITAL LLC1,031$467K0.11%+8513F-HRTimeline
denkapparat Operations GmbH1,026$465K0.15%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,026$465K<0.01%-1313F-HRTimeline
Cornerstone Advisory, LLC1,022$463K0.04%+2013F-HRTimeline
Broadleaf Partners, LLC1,020$462K0.09%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,015$460K0.02%-5013F-HRTimelineGroup
RFG Advisory, LLC1,011$458K0.01%-1013F-HRTimeline
Militia Capital Management LLCin group Militia Capital Management LLC1,009$457K0.08%-46613F-HRTimelineGroup
Wick Capital Partners, LLC1,007$456K0.07%+26813F-HRTimeline
OPTIMIZE FINANCIAL INC.1,006$456K0.16%-313F-HRTimeline
Sound Capital Solutions LLC1,006$456K0.11%13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD1,000$453K0.06%new13F-HRTimeline
Dempze Nancy E1,000$453K0.22%-20013F-HRTimeline
Texas Bank & Trust Co1,000$453K0.15%013F-HRTimeline
Capital Advisors, Ltd. LLC997$452K0.05%-2813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.982$445K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC971$440K0.01%+16013F-HRTimeline
Howard Capital Management, LLC970$439K0.01%+42313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC970$439K0.01%-98513F-HRTimelineGroup
Penobscot Investment Management Company…965$437K0.03%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC964$437K0.01%-15913F-HRTimeline
Shearwater Capital LLC964$437K0.21%013F-HRTimeline
Supplemental Annuity Collective Trust o…964$437K0.11%-7513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT963$436K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.962$436K0.01%-713F-HRTimeline
Ted Buchan & Co955$433K0.14%013F-HRTimeline
Aprio Wealth Management, LLC953$432K0.02%-613F-HRTimeline
Valeo Financial Advisors, LLC951$431K0.01%+12613F-HRTimeline
Chronos Wealth Management, LLC950$430K0.19%-5013F-HRTimeline
BAXTER BROS INC949$430K0.05%013F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC945$428K0.17%013F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…945$428K0.02%-11713F-HRTimeline
Prescott Group Capital Management, L.L.…938$425K0.04%+3413F-HRTimeline
George Kaiser Family Foundation938$425K0.04%+3413F-HRTimeline
HighPoint Advisor Group LLC936$424K0.01%+1013F-HRTimeline
Pettee Investors, Inc.924$418K0.21%013F-HRTimeline
Qtron Investments LLC922$418K0.06%-11013F-HRTimeline
Baker Ellis Asset Management LLC919$416K0.04%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC919$416K0.03%+16113F-HRTimeline
Sunflower Bank, N.A.908$411K0.1%+1813F-HR/ATimeline
LANARK FINANCIAL, INC.906$411K0.03%-4913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …901$408K<0.01%013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…903$408K<0.01%+1813F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise893$404K<0.01%-3813F-HRTimelineGroup
Kathmere Capital Management, LLC892$404K0.02%+5913F-HRTimeline
WADDELL & ASSOCIATES, LLC888$402K0.02%new13F-HRTimeline
PFG Advisors885$401K0.02%+1113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP878$398K<0.01%+41413F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC877$397K0.03%-3713F-HR/ATimeline
United Financial Planning Group LLC877$397K0.2%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.875$396K0.13%+87413F-HRTimeline
Park Edge Advisors, LLC874$396K0.08%-22613F-HRTimeline
Perpetual Ltdin group Perpetual Ltd859$389K0.01%+25213F-HRTimelineGroup
AlphaCore Capital LLC848$384K0.01%+36113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT840$380K0.01%013F-HRTimeline
L2 Asset Management, LLC840$380K0.04%+2513F-HRTimeline
Laurion Capital Management LP839$380K0.03%new13F-HRTimeline
Intrua Financial, LLC835$378K0.04%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO826$374K<0.01%-1713F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co823$373K0.01%013F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.822$372K0.04%+713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding820$371K+68Timeline
AMERICAN NATIONAL BANK & TRUST818$370K0.03%013F-HRTimeline
Blue Trust, Inc.816$370K<0.01%-413F-HRTimeline
Range Advisory, LLC812$368K0.04%-51113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC812$368K0.02%+813F-HRTimeline
CTC Alternative Strategies, Ltd.800$362K0.52%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT798$361K0.01%-4013F-HRTimeline
FAGAN ASSOCIATES, INC.795$360K0.04%013F-HRTimeline
Gilbert & Cook, Inc.795$360K0.04%new13F-HRTimeline
Grey Ledge Advisors, LLC793$359K0.07%-113F-HRTimeline
McLean Asset Management Corp750$359K0.05%+1413F-HRTimeline
Values Added Financial LLC792$359K0.13%+1713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC791$358K0.01%-2,54713F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…788$357K0.02%+1413F-HRTimeline
Soltis Investment Advisors LLC781$354K0.02%+24013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co781$354K0.02%-6513F-HRTimelineGroup
Castleview Partners, LLC779$353K0.16%-1713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC779$353K0.03%new13F-HRTimeline
AlphaGrep UK Ltd778$352K0.11%+13513F-HRTimeline
Heritage Trust Co777$352K0.03%013F-HRTimeline
WULFF, HANSEN & CO.775$351K0.27%+12013F-HRTimeline
Gladstone Institutional Advisory LLC769$348K0.01%+213F-HRTimeline
Gryphon Financial Partners LLC766$347K0.03%+3913F-HRTimeline
Advisors Capital Management, LLC758$344K<0.01%+8613F-HRTimeline
VestGen Advisors, LLC755$342K0.01%+4013F-HRTimeline
Montecito Bank & Trust754$342K0.05%new13F-HRTimeline
Independence Bank of Kentucky750$340K0.04%-2513F-HRTimeline
4J Wealth Management LLC749$339K0.17%-2713F-HRTimeline
Western Wealth Management, LLC743$336K0.01%-2013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC742$336K0.2%013F-HRTimeline
Quotient Wealth Partners, LLC740$335K0.01%+4813F-HRTimeline
OpenArc Corporate Advisory, LLC736$333K<0.01%+14913F-HRTimeline
GAM Holding AGin group GAM Holding AG728$330K0.03%-5613F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC727$329K0.06%+16813F-HRTimeline
IMC-Chicago, LLC723$327K<0.01%-4,48913F-HRTimeline
Carson Advisory Inc.721$327K0.15%+113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC720$326K0.02%-913F-HRTimeline
HCR Wealth Advisors719$326K0.03%-1713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp717$325K0.01%+7613F-HRTimelineGroup
Defiance ETFs, LLC687$322K<0.01%+9613F-HRTimeline
D'Orazio & Associates, Inc.708$321K0.04%+5313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co706$320K<0.01%-7,64813F-HRTimelineGroup
Parcion Private Wealth LLC704$319K0.02%new13F-HRTimeline
Resolute Wealth Strategies, LLC704$319K0.12%+8113F-HRTimeline
Plotkin Financial Advisors, LLC702$318K0.13%013F-HRTimeline
Rossby Financial, LCC700$317K0.06%+1413F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…700$317K0.11%013F-HRTimeline
Avior Wealth Management, LLC697$316K0.01%+5813F-HRTimeline
TFR Capital, LLC.696$315K0.09%-3,85213F-HRTimeline
Outlook Wealth Advisors, LLC693$314K0.07%+513F-HRTimeline
MASECO LLP690$313K0.01%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC690$313K0.03%-11813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC687$311K0.01%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC686$311K0.02%013F-HRTimeline
Waterloo Capital, L.P.685$310K0.02%+21213F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC685$310K0.02%-413F-HRTimeline
GC Wealth Management RIA, LLC685$310K0.02%-5013F-HRTimeline
WEDBUSH SECURITIES INC684$310K0.01%-313F-HRTimeline
Rothschild Wealth LLC684$310K0.02%new13F-HRTimeline
S-Bank Fund Management Ltd683$309K0.04%-3,77013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC679$308K0.04%new13F-HR/ATimeline
Advyzon Investment Management, LLC679$307K0.02%+1613F-HRTimeline
Legacy Advisors, LLC678$307K0.03%+9513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich675$306K<0.01%-17013F-HRTimeline
Cercano Management LLC670$303K0.04%-56,69813F-HR/ATimeline
Balboa Wealth Partners669$303K0.04%-613F-HRTimeline