# MOODYS CORP (MCO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MCO/

- Reporting holders: 53
- Reported value: $195.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $88.6M | 195,064 | 0.6% | 32 |
| [ARMSTRONG HENRY H ASSOCIATES INC](https://holderbook.com/funds/1056827-armstrong-henry-h-associates-inc/) | $66.4M | 146,162 | 5.9% | 32 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $4.8M | 10,650 | 0.8% | 27 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $4.3M | 9,524 | 1.1% | 3 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $4.3M | 9,415 | 0.6% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.7M | 8,252 | 0.0% | 16 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $3.3M | 7,160 | 2.3% | 4 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $2.5M | 5,615 | 1.0% | 16 |
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $1.7M | 3,650 | 0.6% | 27 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $1.6M | 3,461 | 0.0% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.3M | 2,957 | 0.0% | 12 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $1.3M | 2,804 | 0.2% | 26 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.2M | 2,724 | 0.0% | 16 |
| [General Partner, Inc.](https://holderbook.com/funds/1800508-general-partner-inc/) | $1.2M | 2,545 | 0.6% | 16 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $930.5K | 2,049 | 0.3% | 6 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $745.2K | 1,641 | 0.3% | 7 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $700.6K | 1,549 | 0.1% | 24 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $616.3K | 1,357 | 0.1% | 5 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $506.4K | 1,115 | 0.0% | 9 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $499.3K | 1,099 | 0.0% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $498.6K | 1,098 | 0.0% | 8 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $476.8K | 1,050 | 0.0% | 32 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $398.3K | 877 | 0.2% | 1 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $371.5K | 818 | 0.0% | 20 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $356.0K | 784 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 53 | $195.9M |
| Q2 2026 | 1,411 | $76.3B |
| Q1 2026 | 1,388 | $70.8B |
| Q4 2025 | 1,428 | $83.6B |
| Q3 2025 | 1,338 | $78.0B |
| Q2 2025 | 1,354 | $83.4B |
| Q1 2025 | 1,323 | $77.7B |
| Q4 2024 | 1,307 | $78.3B |
| Q3 2024 | 1,209 | $78.4B |
| Q2 2024 | 1,165 | $70.9B |
| Q1 2024 | 1,136 | $70.6B |
| Q4 2023 | 1,108 | $67.7B |