HolderBook

MOODYS CORP (MCO)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

53
Reporting holders
$195.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,358
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$88.6M195,0640.57%32q-5.0%-$4.7M
ARMSTRONG HENRY H ASSOCIATES INC$66.4M146,1625.94%32q+1.3%+$871.5K
Lincoln Capital LLC$4.8M10,6500.85%27q-1.9%-$95.9K
VISTA INVESTMENT PARTNERS LLC$4.3M9,5241.13%3q-1.4%-$59.5K
CENTRAL BANK & TRUST CO$4.3M9,4150.61%31q-1.8%-$79.5K
Farther Finance Advisors, LLC$3.7M8,2520.03%16q+29.1%+$843.7K
SACKS & ASSOCIATES, LLC$3.3M7,1602.27%4qHELD
Applied Capital LLC/FL$2.5M5,6151.01%16qHELD
Bell Asset Management Ltd$1.7M3,6500.60%27q-32.2%-$786.1K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.6M3,4610.02%32qHELD
GAMMA Investing LLC$1.3M2,9570.05%12q+22.1%+$243.0K
RIVERSEDGE ADVISORS, LLC$1.3M2,8040.16%26q+1.6%+$20.0K
Wedmont Private Capital$1.2M2,7240.03%16q+3.6%+$43.1K
General Partner, Inc.$1.2M2,5450.62%16q-10.5%-$136.2K
STABLEFORD CAPITAL II LLC$930.5K2,0490.32%6qHELD
DAVIDSON TRUST CO$745.2K1,6410.29%7qHELD
Castle Rock Wealth Management, LLC$700.6K1,5490.13%24qHELD
Legacy Wealth Asset Management, LLC$616.3K1,3570.14%5q+6.2%+$35.9K
Everhart Financial Group, Inc.$506.4K1,1150.03%9q-2.4%-$12.7K
Valeo Financial Advisors, LLC$499.3K1,0990.01%32q+15.6%+$67.2K
Avidian Wealth Enterprises, LLC$498.6K1,0980.01%8q+13.1%+$57.7K
Legacy Private Trust Co.$476.8K1,0500.03%32qHELD
Canandaigua National Trust Co of Florida$398.3K8770.22%newNEW
AMERICAN NATIONAL BANK & TRUST$371.5K8180.03%20qHELD
Montecito Bank & Trust$356.0K7840.05%2q+4.0%+$13.6K
Castleview Partners, LLC$351.0K7730.15%21q-0.8%-$2.7K
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$337.0K7420.20%16qHELD
Apella Capital, LLC$317.5K7060.00%newNEW
Boltwood Capital Management$295.2K6500.07%32q-2.3%-$6.8K
CYPRESS ASSET MANAGEMENT INC/TX$290.2K6390.06%12qHELD
Fenimore Asset Management Inc$268.8K5920.01%16qHELD
Versant Capital Management, Inc$261.6K5760.02%32q+3.6%+$9.1K
BAKER TILLY WEALTH MANAGEMENT, LLC$247.5K5450.05%9q-17.4%-$52.2K
MassMutual Private Wealth & Trust, FSB$230.2K5070.01%27q-8.6%-$21.8K
Hamilton Capital, LLC$202.5K4460.01%2q+0.9%+$1.8K
Grove Bank & Trust$201.6K4440.02%16qHELD
CoreCap Advisors, LLC$179.4K3950.01%9q+17.6%+$26.8K
EASTERN BANK$124.4K2740.00%9q-12.5%-$17.7K
Quintet Private Bank (Europe) S.A.$113.5K2500.00%16qHELD
Acropolis Investment Management, LLC$104.9K2310.00%2q+2.7%+$2.7K
Wealth Enhancement Trust Services, Inc.$46.3K1020.00%4q-58.0%-$64.0K
Mn Services Vermogensbeheer B.V.$20.1K44,3200.15%31q+1.4%
Byrne Asset Management LLC$17.9K400.01%newNEW
ELEVATION WEALTH PARTNERS, LLC$15.9K350.00%5q-12.5%-$2.3K
Marquette Asset Management, LLC$8.6K190.00%5qHELD
Rosenberg Matthew Hamilton$5.5K120.00%10qHELD
Planning Strategies Inc.$4.5K100.00%2qHELD
BURKETT FINANCIAL SERVICES, LLC$3.2K70.00%2qHELD
TOTH FINANCIAL ADVISORY CORP$3.2K70.00%newNEW
Davis Capital Management$3.2K70.00%2q+75.0%+$1.4K
ARMSTRONG ADVISORY GROUP, INC$2.7K60.00%newNEW
Retirement Wealth Solutions LLC$2.3K50.00%newNEW
Pacifica Partners Inc.$2.2K50.00%4qHELD
Matrix Trust Co$7751,7060.11%8q+1.5%
CX Institutional$5531,2170.01%16q+6.3%
Trust Co$45410.00%4qHELD

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-01Fauber RobertPresident and CEOSold1,467$736.3K ×2
2026-08-03Fauber RobertPresident and CEOSold1,467$710.5K ×2
2026-05-01Fauber RobertPresident and CEOSold1,467$684.2K ×2
2026-07-01Fauber RobertPresident and CEOSold1,467$668.2K ×2
2026-06-01Fauber RobertPresident and CEOSold1,467$665.5K ×2
2026-10-01Fauber RobertPresident and CEOSold923$420.0K ×2

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202653$195.9M431,446614140.0%
Q2 20261,411$76.3B167,339,1531374754740.7%
Q1 20261,388$70.8B161,485,4481374624650.6%
Q4 20251,428$83.6B163,445,1701324684440.2%
Q3 20251,338$78.0B163,231,709914404090.3%
Q2 20251,354$83.4B165,647,2341384654120.5%
Q1 20251,323$77.7B166,406,2791185053850.3%
Q4 20241,307$78.3B164,922,4421033934060.3%
Q3 20241,209$78.4B164,940,9811074093730.2%
Q2 20241,165$70.9B168,164,091953903540.2%
Q1 20241,136$70.6B179,408,8181033603620.2%
Q4 20231,108$67.7B173,050,676893223870.3%
Q3 20231,036$53.6B168,523,310803443060.6%
Q2 20231,021$58.6B167,848,8681033183290.4%
Q1 2023970$53.8B174,503,649833043090.6%
Q4 2022963$49.0B175,168,490962903170.4%
Q3 2022931$41.1B168,801,801722953110.4%
Q2 2022948$46.1B168,815,188643123210.4%
Q1 20221,023$57.4B169,672,752723543310.3%
Q4 20211,056$66.6B169,999,9011013542660.4%
Q3 2021972$60.6B169,260,428872942850.8%
Q2 2021943$62.3B171,322,926793032730.5%
Q1 2021925$50.9B170,010,850742903050.4%
Q4 2020930$50.1B170,697,466772862830.4%
Q3 2020887$49.4B169,738,518682912910.5%
Q2 2020874$47.1B170,844,3711162702960.4%
Q1 2020816$36.6B172,345,380872802780.4%
Q4 2019812$41.8B175,776,375722482450.2%
Q3 2019768$35.5B173,134,086792022770.2%
Q2 2019726$34.2B174,747,509902132180.4%
Q1 2019701$32.7B180,115,118842112210.5%
Q4 2018663$25.8B184,172,426812120.5%