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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
BOSTON FAMILY OFFICE LLC671$343K0.02%013F-HRTimeline
TrinityBridge Ltd670$342K0.01%-5013F-HRTimeline
Gladstone Institutional Advisory LLC665$340K0.01%-5413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC664$339K0.05%+513F-HRTimeline
CAPE ANN SAVINGS BANK660$337K0.17%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA657$336K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC652$333K0.02%+413F-HRTimeline
NorthRock Partners, LLC649$332K0.01%-1,84513F-HRTimeline
SmartHarvest Portfolios, LLC649$332K0.12%13F-HRTimeline
HUB Investment Partners, LLC648$331K0.01%+10713F-HRTimeline
WULFF, HANSEN & CO.645$329K0.28%-4513F-HRTimeline
SAYBROOK CAPITAL /NC643$328K0.08%013F-HRTimeline
Dunhill Financial, LLC641$327K0.08%+213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX639$326K0.07%-813F-HRTimeline
Baron Wealth Management LLC636$325K0.1%+3013F-HRTimeline
Advyzon Investment Management, LLC633$324K0.04%+19013F-HRTimeline
INTEGRITY ALLIANCE, LLC.628$321K0.01%new13F-HRTimeline
Pathway Financial Advisors LLC600$320K0.04%013F-HRTimeline
Birch Hill Investment Advisors LLC620$317K0.01%013F-HRTimeline
Magnus Financial Group LLC620$317K0.02%+713F-HRTimeline
Twin Lakes Capital Management, LLC620$317K0.14%013F-HRTimeline
Stokes Family Office, LLC617$315K0.03%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC614$314K0.01%+3313F-HRTimeline
Pathfinder Wealth Consulting, Inc.613$313K0.2%13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd611$312K0.11%-20013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP609$311K<0.01%-1113F-HRTimeline
EagleClaw Capital Managment, LLC600$307K0.04%013F-HRTimeline
Resolute Wealth Strategies, LLC600$307K0.13%013F-HRTimeline
Caldwell Trust Co600$307K0.03%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…600$307K0.06%013F-HRTimeline
Cooper Financial Group598$306K0.03%+4913F-HRTimeline
Fenimore Asset Management Inc592$302K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB592$302K0.01%+2613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC590$301K0.02%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.589$301K0.11%-1613F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.584$298K0.05%+6513F-HRTimeline
WEDBUSH SECURITIES INC583$298K0.01%-3513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC583$298K0.03%+3413F-HRTimeline
D.B. Root & Company, LLC581$297K0.07%-9013F-HRTimeline
HARBOUR INVESTMENTS, INC.580$297K0.01%+5013F-HRTimeline
JTC Employer Solutions Trustee Ltd579$296K0.02%013F-HRTimeline
Atala Financial Inc576$294K0.19%-10113F-HRTimeline
Claret Asset Management Corp576$294K0.03%-1913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC575$294K0.04%+6913F-HRTimeline
OLIO Financial Planning574$293K0.08%013F-HRTimeline
Tyche Wealth Partners LLC574$293K0.05%+113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC572$292K0.07%+2313F-HRTimeline
Net Worth Advisory Group569$291K0.06%-4113F-HRTimeline
SBI Securities Co., Ltd.567$290K0.01%-413F-HRTimeline
Sensenig Capital Advisors, Inc567$290K0.29%13F-HRTimeline
Perpetual Ltdin group Perpetual Ltd564$288K<0.01%new13F-HRTimelineGroup
Busey Bank563$288K0.01%+613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.562$287K0.02%-46813F-HRTimeline
D'Orazio & Associates, Inc.559$286K0.04%+813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.559$286K<0.01%-9,46313F-HRTimelineGroup
Hamilton Capital, LLC558$285K0.01%13F-HRTimeline
Parkside Financial Bank & Trust555$284K0.02%-713F-HRTimeline
HOWE & RUSLING INC555$283K0.02%013F-HRTimeline
Manchester Capital Management LLC553$283K0.04%+5813F-HRTimeline
Regent Peak Wealth Advisors LLC551$281K0.06%013F-HRTimeline
Panoramic Capital Partners, LLC551$281K0.17%-3713F-HRTimeline
Valmark Advisers, Inc.548$280K<0.01%+4213F-HRTimeline
Endowment Wealth Management, Inc.546$279K0.13%-6013F-HRTimeline
MONECO ADVISORS, LLC544$278K0.02%-1113F-HRTimeline
Ignite Planners, LLC536$276K0.04%+7413F-HRTimeline
LECAP ASSET MANAGEMENT LTD540$276K0.11%-3,78713F-HRTimeline
Larson Financial Group LLC539$275K0.01%-1613F-HRTimeline
Principle Wealth Partners LLC535$273K0.02%+413F-HRTimeline
TCI Wealth Advisors, Inc.535$273K0.02%+2313F-HRTimeline
CVA Family Office, LLC535$273K0.03%+1113F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…535$273K0.09%013F-HRTimelineGroup
EWA, LLC535$273K0.07%+3413F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP534$273K0.01%new13F-HRTimeline
CMH Wealth Management LLC533$272K0.06%013F-HRTimeline
Sharkey, Howes & Javer533$272K0.03%013F-HRTimeline
Delta Investment Management, LLC531$271K0.05%-10913F-HRTimeline
Reliant Investment Management, LLC528$270K0.11%013F-HRTimeline
Asset Advisory Group, Inc.527$269K0.13%13F-HRTimeline
NORDEN GROUP LLC525$268K0.03%+10313F-HRTimeline
White Knight Strategic Wealth Advisors,…523$267K0.2%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC520$266K0.01%-29413F-HRTimeline
TRUST POINT INC.518$265K0.02%+6713F-HRTimeline
Resonant Capital Advisors, LLC512$262K0.01%+4413F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co510$261K0.02%-10913F-HRTimeline
Alpha Cubed Investments, LLC507$259K0.01%+113F-HRTimeline
HANCOCK WHITNEY CORP507$259K<0.01%-113F-HRTimeline
Wayfinding Financial, LLC505$258K0.11%-713F-HRTimeline
Koshinski Asset Management, Inc.502$256K0.02%+5513F-HRTimeline
OpenArc Corporate Advisory, LLC501$256K<0.01%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO500$255K0.07%013F-HRTimeline
GARRISON POINT ADVISORS, LLC500$255K0.11%013F-HRTimeline
Cherokee Insurance Co500$255K0.1%013F-HRTimeline
Peck Wealth Management, LLC500$255K0.24%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …499$255K0.03%-1,08613F-HRTimelineGroup
Allen Capital Group, LLC497$254K0.02%+2713F-HRTimeline
Florida Trust Wealth Management Co492$251K0.01%+1113F-HRTimeline
Empirical Financial Services, LLC d.b.a…489$250K<0.01%-25313F-HRTimeline
Sage Mountain Advisors LLC488$249K0.01%new13F-HRTimeline
Klingman & Associates, LLC488$249K0.01%+1713F-HRTimeline
Optas, LLC488$249K0.04%new13F-HRTimeline
Waterloo Capital, L.P.484$247K0.02%new13F-HRTimeline
Income Insurance Ltd480$245K0.16%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PATTON FUND MANAGEMENT, INC.479$245K0.03%-3313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC479$245K0.01%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…477$244K0.01%+3413F-HRTimelineGroup
William Howard & Co Financial Advisors …475$243K0.2%013F-HRTimeline
Brave Warrior Advisors, LLC471$241K0.01%013F-HRTimeline
AMG National Trust Bank468$239K0.01%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO465$238K<0.01%new13F-HRTimeline
Facet Wealth, Inc.452$234K<0.01%+1413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …457$233K<0.01%+213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.956$231K0.02%+3513F-HRTimelineGroup
Fire Capital Management LLC453$231K0.12%new13F-HRTimeline
AlphaCore Capital LLC453$231K0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC451$230K0.02%+313F-HRTimeline
CYBER HORNET ETFs LLC450$230K0.14%+2113F-HRTimeline
Chesapeake Wealth Management450$230K0.07%013F-HRTimeline
Ballast, Inc.445$227K0.05%new13F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP444$227K0.02%new13F-HRTimeline
Grove Bank & Trust444$227K0.03%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp438$224K<0.01%+4013F-HRTimelineGroup
Quent Capital, LLC437$223K0.02%-2213F-HRTimeline
B. Riley Wealth Advisors, Inc.437$223K0.01%-1813F-HRTimeline
Ipswich Investment Management Co., Inc.435$222K0.05%013F-HRTimeline
Gilbert & Cook, Inc.435$222K0.03%+713F-HRTimeline
Main Street Financial Solutions, LLC433$221K0.02%-1013F-HRTimeline
Innova Wealth Partners431$220K0.11%new13F-HRTimeline
IFC Advisors LLC431$220K0.03%+913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC429$219K<0.01%+2713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…429$219K0.04%new13F-HRTimelineGroup
Versant Capital Management, Inc428$219K0.03%-3513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.426$217K0.01%-1,54413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…422$216K0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.421$215K0.12%new13F-HRTimeline
Crews Bank & Trust420$215K0.03%-113F-HRTimeline
Procyon Advisors, LLC418$213K0.01%new13F-HRTimeline
Odyssey Capital Advisors, Inc.417$213K0.19%13F-HRTimeline
Systematic Alpha Investments, LLC416$213K0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC414$211K0.03%new13F-HRTimeline
Red Wave Investments LLC412$210K0.06%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC410$209K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC408$208K0.02%new13F-HRTimeline
Sand Hill Global Advisors, LLC408$208K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC405$207K<0.01%-31313F-HRTimeline
Thrive Wealth Management, LLC404$207K0.03%new13F-HRTimeline
ATWOOD & PALMER INC400$204K0.01%013F-HRTimeline
Latash Investments, LLC400$204K0.14%new13F-HRTimeline
Aull & Monroe Investment Management Corp400$204K0.1%new13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.400$204K0.01%new13F-HRTimelineGroup
Advisory Resource Group400$204K0.04%new13F-HRTimeline
TI-TRUST, INC400$204K0.13%new13F-HRTimeline
Alan B Lancz & Associates, Inc.400$204K0.18%new13F-HRTimeline
BIRCHBROOK, INC.400$204K0.1%013F-HRTimeline
RM Financial Services, LLC400$204K0.18%13F-HRTimeline
Lester Murray Antman dba SimplyRich400$204K0.05%new13F-HRTimeline
McAdam, LLC395$202K0.01%new13F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC395$202K0.01%-3513F-HRTimeline
Secure Asset Management, LLC394$201K0.03%new13F-HRTimeline
SIMPLEX TRADING, LLC394$201K0.01%+35113F-HRTimeline
Cerro Pacific Wealth Advisors LLC394$201K0.05%new13F-HRTimeline
Arkadios Wealth Advisors393$201K<0.01%-12213F-HRTimeline
May Hill Capital, LLC392$200K0.05%new13F-HR/ATimeline
Human Investing LLC392$200K0.03%-7013F-HRTimeline
Elyxium Wealth, LLC391$200K0.06%new13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC382$195K0.13%013F-HRTimeline
Cromwell Holdings LLC363$185K0.1%+2013F-HRTimeline
Aster Capital Management (DIFC) Ltd356$182K0.08%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC346$177K0.03%+8013F-HRTimeline
SageView Advisory Group, LLC345$176K0.01%new13F-HRTimeline
Brooklands Fund Management Ltd332$171K0.09%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.331$169K<0.01%+13913F-HRTimelineGroup
Prosperity Bancshares Inc317$162K0.15%13F-HRTimeline
CoreCap Advisors, LLC317$162K0.01%+813F-HRTimeline
Rossby Financial, LCC316$162K0.05%-10013F-HRTimeline
Caitong International Asset Management …309$158K0.04%+24513F-HR/ATimeline
Berbice Capital Management LLC300$153K0.09%013F-HRTimeline
EASTERN BANK295$151K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC293$150K0.03%13F-HRTimeline
JNBA Financial Advisors275$140K0.01%013F-HRTimeline
AdvisorNet Financial, Inc273$139K0.01%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.269$139K0.05%+26813F-HRTimeline
Sound Income Strategies, LLC256$138K0.01%+1913F-HRTimeline
Center for Financial Planning, Inc.270$138K0.01%+13313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC269$137K0.01%+4513F-HRTimelineGroup
WPG Advisers, LLC264$135K0.1%-2213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp256$131K0.01%-413F-HRTimelineGroup
North Star Investment Management Corp.250$128K0.01%+1013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S245$125K0.01%+6513F-HRTimelineGroup
Geneos Wealth Management Inc.225$115K<0.01%+5113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management223$114K<0.01%+19213F-HRTimelineGroup
Cheviot Value Management, LLC220$114K0.01%013F-HRTimeline
Root Financial Partners, LLC219$112K0.01%+4013F-HRTimeline
DV EQUITIES, LLC215$110K0.02%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…210$107K0.03%013F-HRTimeline
CADEN CAPITAL PARTNERS, LP209$107K0.24%new13F-HRTimeline
PRIVATE TRUST CO NA201$103K0.01%-4713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC200$102K0.04%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV200$102K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators194$99.1K0.04%013F-HRTimeline
REAP Financial Group, LLC185$94.5K0.02%+2813F-HRTimeline