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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
Boltwood Capital Management665$301K0.07%-1513F-HRTimeline
FourThought Financial Partners, LLC665$301K0.02%+313F-HRTimeline
Innova Wealth Partners663$300K0.12%+613F-HRTimeline
WEXFORD CAPITAL LP663$300K0.04%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC660$299K0.06%+11013F-HRTimeline
Elyxium Wealth, LLC650$294K0.03%new13F-HRTimeline
CVA Family Office, LLC649$294K0.03%+2313F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…647$293K<0.01%013F-HRTimelineGroup
SAYBROOK CAPITAL /NC643$291K0.07%013F-HRTimeline
SBI Securities Co., Ltd.643$291K0.01%+7713F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX639$289K0.06%013F-HRTimeline
NorthRock Partners, LLC638$289K<0.01%-4613F-HRTimeline
Dunhill Financial, LLC637$289K0.06%-113F-HRTimeline
Ignite Planners, LLC635$288K0.04%+3113F-HRTimeline
CAPE ANN SAVINGS BANK630$285K0.13%013F-HRTimeline
Triad Wealth Partners, LLC590$285K0.02%new13F-HRTimeline
Capstone Wealth Management, LLC623$282K0.13%new13F-HRTimeline
Twin Lakes Capital Management, LLC621$281K0.11%+113F-HRTimeline
Birch Hill Investment Advisors LLC620$281K0.01%013F-HRTimeline
Essential Partners LLC620$281K0.13%+34613F-HRTimeline
Net Worth Advisory Group619$280K0.07%+2613F-HRTimeline
Empirical Financial Services, LLC d.b.a…618$280K<0.01%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC615$279K0.05%-2713F-HRTimeline
BSW Wealth Partners612$277K0.03%+1113F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd611$277K0.06%013F-HRTimelineGroup
Marks Group Wealth Management, Inc608$275K0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.607$275K0.01%+613F-HRTimeline
Commerce Advisors, LLC603$273K0.15%+1213F-HRTimeline
CONNING INC.in group CONNING INC.602$273K0.01%+5213F-HRTimelineGroup
Haverford Trust Co601$272K<0.01%-64113F-HRTimeline
EagleClaw Capital Managment, LLC600$272K0.04%013F-HRTimeline
Caldwell Trust Co600$272K0.02%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.598$271K0.01%-4013F-HRTimeline
TRUST POINT INC.598$271K0.02%+5113F-HRTimeline
Fenimore Asset Management Inc592$268K0.01%013F-HRTimeline
SmartHarvest Portfolios, LLC591$268K0.09%+7013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC590$267K0.01%013F-HRTimeline
Fragasso Financial Advisors Inc589$267K0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.589$267K0.08%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO584$265K<0.01%-5513F-HRTimeline
Claret Asset Management Corp582$264K0.03%+2313F-HRTimeline
Bristol Gate Capital Partners Inc.582$264K0.02%-143,70613F-HRTimeline
SAX WEALTH ADVISORS, LLC602$263K0.01%-1213F-HRTimeline
JTC Employer Solutions Trustee Ltd579$262K0.02%013F-HRTimeline
Endowment Wealth Management, Inc.578$262K0.1%+713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC578$262K0.01%-29213F-HRTimeline
TCI Wealth Advisors, Inc.578$262K0.01%+5513F-HRTimeline
Regent Peak Wealth Advisors LLC578$262K0.05%+1713F-HRTimeline
TrinityBridge Ltd575$261K0.01%-2513F-HRTimeline
Tyche Wealth Partners LLC575$260K0.04%+113F-HRTimeline
Kesler, Norman & Wride, LLC568$257K0.04%-18013F-HRTimeline
Modern Wealth Management, LLC568$257K<0.01%new13F-HRTimeline
Busey Bank563$255K0.01%013F-HRTimeline
Resonant Capital Advisors, LLC563$255K0.01%new13F-HRTimeline
Klingman & Associates, LLC561$254K0.01%+3413F-HRTimeline
Ackerman Asset Management, LLC559$253K0.15%013F-HRTimeline
Versant Capital Management, Inc556$252K0.02%+1413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC556$252K0.03%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB555$251K0.01%-813F-HRTimeline
EWA, LLC553$250K0.05%-3013F-HRTimeline
Manchester Capital Management LLC551$250K0.03%-813F-HRTimeline
TRB Wealth Management, LLC549$249K0.03%013F-HRTimeline
Facet Wealth, Inc.548$248K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC548$248K0.03%-3113F-HRTimeline
Family Manage LLC547$248K0.03%-113F-HRTimeline
Panoramic Capital Partners, LLC547$248K0.12%-213F-HRTimeline
Sigma Planning Corp545$247K0.01%+1113F-HRTimeline
HOWE & RUSLING INC543$246K0.01%-913F-HRTimeline
Principle Wealth Partners LLC540$245K0.01%013F-HRTimeline
Wayfinding Financial, LLC540$244K0.09%+4013F-HRTimeline
CMH Wealth Management LLC536$243K0.04%+313F-HRTimeline
GREAT LAKES ADVISORS, LLC533$241K<0.01%+213F-HRTimeline
Banco BTG Pactual S.A.531$241K0.03%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC530$240K0.02%-20013F-HRTimeline
Reliant Investment Management, LLC528$239K0.09%013F-HRTimeline
VARCOV Co.528$239K0.09%new13F-HRTimeline
Asset Advisory Group, Inc.527$239K0.1%013F-HRTimeline
Caerus Investment Advisors, LLC523$237K0.08%new13F-HRTimeline
DV Trading LLC520$236K0.02%-4013F-HRTimeline
Pasadena Private Wealth, LLC520$236K0.03%new13F-HRTimeline
Delta Investment Management, LLC518$235K0.04%-1313F-HRTimeline
Cornerstone Wealth Group, LLC516$234K0.01%new13F-HRTimeline
Storgate, LLC516$234K0.05%-26513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC513$233K0.01%new13F-HRTimeline
CHICAGO TRUST Co NA512$232K0.03%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co510$231K0.01%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC452$231K0.09%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC508$230K<0.01%-1413F-HRTimeline
ASPIRIANT, LLC506$229K0.01%new13F-HRTimeline
Quent Capital, LLC505$229K0.01%-213F-HRTimeline
Sensenig Capital Advisors, Inc505$229K0.21%-6213F-HRTimeline
Sharkey, Howes & Javer502$227K0.03%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP502$227K<0.01%new13F-HRTimeline
D.B. Root & Company, LLC501$227K0.05%-213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO500$226K0.06%013F-HRTimeline
Valmark Advisers, Inc.500$226K<0.01%-1213F-HRTimeline
Allen Capital Group, LLC500$226K0.02%+3113F-HRTimeline
GARRISON POINT ADVISORS, LLC500$226K0.09%013F-HRTimeline
Flywheel Private Wealth LLC500$226K0.11%013F-HRTimeline
Cherokee Insurance Co500$226K0.09%013F-HRTimeline
SYM FINANCIAL Corp497$225K0.02%new13F-HRTimeline
Graticule Asia Macro Advisors LLC495$224K0.02%new13F-HRTimeline
Ariadne Wealth Management, LP491$222K0.1%-14013F-HRTimeline
Optas, LLC483$219K0.03%new13F-HRTimeline
Income Insurance Ltd480$217K0.13%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equitable Holdings, Inc.in group Equitable Holdings, Inc.479$217K<0.01%-17713F-HRTimelineGroup
Abundance Wealth Counselors476$216K0.01%new13F-HRTimeline
William Howard & Co Financial Advisors …475$215K0.17%013F-HRTimeline
Layline Advisors, LLC474$215K0.19%-5613F-HRTimeline
QTR Family Wealth, LLC473$214K0.07%new13F-HRTimeline
Brave Warrior Advisors, LLC471$213K<0.01%013F-HRTimeline
CADEN CAPITAL PARTNERS, LP471$213K2.57%013F-HRTimeline
Bison Wealth, LLC426$213K0.02%new13F-HRTimeline
Procyon Advisors, LLC469$212K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…468$212K0.01%+613F-HRTimelineGroup
CERTUITY, LLC468$212K0.01%+2413F-HRTimeline
Sand Hill Global Advisors, LLC466$211K0.01%-513F-HRTimeline
SUMMIT SECURITIES GROUP LLC466$211K0.04%+44013F-HRTimeline
Keel Point, LLC466$211K0.01%new13F-HRTimeline
Arkadios Wealth Advisors460$208K<0.01%new13F-HRTimeline
Cypress Point Wealth Management, LLC460$208K0.04%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC460$208K0.02%-16713F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,155$207K0.05%+1,25013F-HRTimeline
McAdam, LLC456$207K0.01%new13F-HRTimeline
Arvest Bank Trust Division456$207K0.01%new13F-HRTimeline
Cromwell Holdings LLC455$206K0.09%+9213F-HRTimeline
Florida Trust Wealth Management Co452$205K0.01%-4013F-HRTimeline
SVB WEALTH LLC450$204K0.01%-5713F-HRTimeline
ING GROEP NV449$203K<0.01%-6,51913F-HRTimeline
Larry Mathis Financial Planning, LLC446$202K0.15%-6613F-HR/ATimeline
Grove Bank & Trust444$201K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC443$201K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust443$201K0.01%-1213F-HRTimeline
Hamilton Capital, LLC442$200K0.01%new13F-HRTimeline
Deseret Mutual Benefit Administrators419$190K0.06%-4413F-HRTimeline
CYBER HORNET ETFs LLC410$186K0.11%-1213F-HRTimeline
BIRCHBROOK, INC.400$181K0.09%013F-HRTimeline
Peck Wealth Management, LLC400$181K0.15%-10013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…394$178K0.01%-5913F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD372$168K0.03%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.355$161K0.01%-6813F-HRTimelineGroup
SWISS RE LTDin group SWISS RE LTD354$160K0.01%+33513F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.337$153K<0.01%-1,03713F-HRTimelineGroup
CoreCap Advisors, LLC336$152K<0.01%+513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.316$143K0.02%-13213F-HR/ATimeline
EASTERN BANK313$142K<0.01%+1813F-HRTimeline
State of Wyoming313$142K0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC303$137K0.03%+1113F-HRTimeline
Silver Grove Financial Group, Inc.300$136K0.07%+25013F-HRTimeline
WPG Advisers, LLC283$128K0.08%+1813F-HRTimeline
JNBA Financial Advisors275$125K0.01%013F-HRTimeline
True Wealth Design, LLC273$124K0.03%+4613F-HRTimeline
Center for Financial Planning, Inc.266$120K0.01%-413F-HRTimeline
North Star Investment Management Corp.253$115K0.01%+1113F-HRTimeline
Rialto Wealth Management, LLC253$115K0.02%+18913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp252$114K<0.01%+113F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.250$113K0.01%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S245$111K0.01%013F-HRTimelineGroup
Addison Advisors LLC244$111K0.05%-88813F-HRTimeline
AdvisorNet Financial, Inc243$110K0.01%-2513F-HRTimeline
Limestone Investment Advisors LP230$104K0.05%new13F-HRTimeline
Acropolis Investment Management, LLC225$102K<0.01%new13F-HR/ATimeline
Owl Creek Wealth Partners LLC223$101K0.03%+613F-HRTimeline
New Age Alpha Advisors, LLC223$101K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC220$99.6K0.01%013F-HRTimeline
Crews Bank & Trust210$95.1K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC207$93.8K<0.01%-13013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC200$90.6K0.03%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…200$90.6K0.03%-1013F-HRTimeline
Burnham & Co LLC200$90.6K0.07%13F-HRTimeline
REAP Financial Group, LLC195$88.4K0.02%+213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …188$85K<0.01%013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC183$82.9K0.04%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd179$81.1K<0.01%13F-HRTimelineGroup
Coston, McIsaac & Partners177$80K0.02%013F-HRTimeline
Dogwood Wealth Management LLC176$79.7K0.03%-27813F-HRTimeline
MONTAG A & ASSOCIATES INC175$79.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.174$78.8K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP171$77.4K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …165$74.7K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA157$71.1K0.01%-1413F-HRTimeline
Silvant Capital Management LLC157$71.1K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…157$71.1K0.01%+5213F-HRTimeline
Prosperity Bancshares Inc156$70.7K0.05%-16013F-HRTimeline
VISION FINANCIAL MARKETS LLC143$64.3K0.06%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC141$63.9K0.02%+4313F-HRTimeline
Wealth Enhancement Trust Services, Inc.141$63.9K0.01%+3913F-HR/ATimeline
Bell Investment Advisors, Inc134$60.7K0.01%-1913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…130$58.9K<0.01%-1113F-HRTimelineGroup
1015 Capital Partners, LLC130$58.9K0.05%+113F-HRTimeline
Plante Moran Financial Advisors, LLC125$56.6K<0.01%013F-HRTimeline
Phillip James Consulting Co.125$56.6K0.04%013F-HRTimeline
Private Wealth Asset Management, LLC121$54.8K0.01%013F-HRTimeline
JPL Wealth Management, LLC120$54.4K0.01%+713F-HRTimeline
TFC Financial Management, Inc.114$51.6K0.01%-6313F-HRTimeline
Advantage Trust Co114$51.6K0.02%013F-HRTimeline
Axiom Investment Management LLC113$51.2K0.03%013F-HRTimeline
GW&K Investment Management, LLC112$51K<0.01%+3213F-HRTimeline
Raleigh Capital Management Inc.108$48.9K0.02%-113F-HRTimeline
City State Bank106$48K0.01%013F-HRTimeline