MOODYS CORP /DE/ (MCO) — Institutional Holders, Q2 2026 (page 10)
1,413 institutional investment managers reported a MCO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $71.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MCO 13F holders ranked 901–1,000 of 1,413
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | ANCHYRA PARTNERS#901 · 1,032 sh | 1,032 | $467.4K | — | +2.7% |
| 902 | NWAM#902 · 1,031 sh | 1,031 | $467.1K | 0.02% | New |
| 903 | WHITE PINE CAPITAL#903 · 1,031 sh | 1,031 | $467.0K | 0.11% | +9.0% |
| 904 | denkapparat Operations GmbH#904 · 1,026 sh | 1,026 | $464.7K | 0.15% | 0.0% |
| 905 | MONETA GROUP INVESTMENT ADVISORS#905 · 1,026 sh | 1,026 | $464.7K | <0.01% | -1.3% |
| 906 | Cornerstone Advisory#906 · 1,022 sh | 1,022 | $462.9K | 0.04% | +2.0% |
| 907 | Broadleaf Partners#907 · 1,020 sh | 1,020 | $462.0K | 0.09% | 0.0% |
| 908 | BAR HARBOR WEALTH MANAGEMENT#908 · 1,015 sh | 1,015 | $459.7K | — | -4.7% |
| 909 | RFG Advisory#909 · 1,011 sh | 1,011 | $458.1K | <0.01% | -1.0% |
| 910 | Militia Capital Management#910 · 1,009 sh | 1,009 | $457.0K | 0.01% | -31.6% |
| 911 | Wick Capital Partners#911 · 1,007 sh | 1,007 | $456.0K | 0.07% | +36.3% |
| 912 | Sound Capital Solutions#912 · 1,006 sh | 1,006 | $455.6K | 0.11% | — |
| 913 | Dempze Nancy E#913 · 1,000 sh | 1,000 | $452.9K | 0.22% | -16.7% |
| 914 | Texas Bank#914 · 1,000 sh | 1,000 | $452.9K | 0.15% | 0.0% |
| 915 | PERRYMAN FINANCIAL ADVISORY#915 · 1,000 sh | 1,000 | $452.9K | — | New |
| 916 | Capital Advisors, Ltd.#916 · 997 sh | 997 | $452.0K | 0.05% | -2.7% |
| 917 | LEAVELL INVESTMENT MANAGEMENT#917 · 982 sh | 982 | $444.8K | 0.02% | New |
| 918 | Avidian Wealth Solutions#918 · 971 sh | 971 | $439.6K | — | +19.7% |
| 919 | Howard Capital Management#919 · 970 sh | 970 | $439.3K | — | +77.3% |
| 920 | Capital Analysts#920 · 970 sh | 970 | $439.0K | 0.01% | -50.4% |
| 921 | Penobscot Investment Management Company#921 · 965 sh | 965 | $437.1K | — | 0.0% |
| 922 | Mount Yale Investment Advisors#922 · 964 sh | 964 | $436.7K | <0.01% | -14.2% |
| 923 | Shearwater Capital#923 · 964 sh | 964 | $436.7K | — | 0.0% |
| 924 | Supplemental Annuity Collective of NJ#924 · 964 sh | 964 | $436.6K | 0.11% | -7.2% |
| 925 | CORRECT CAPITAL WEALTH MANAGEMENT#925 · 963 sh | 963 | $436.2K | 0.08% | 0.0% |
| 926 | HARBOUR INVESTMENTS#926 · 962 sh | 962 | $435.6K | <0.01% | -0.7% |
| 927 | Equitable#927 · 958 sh | 958 | $433.9K | <0.01% | +46.0% |
| 928 | Ted Buchan#928 · 955 sh | 955 | $432.5K | — | 0.0% |
| 929 | Aprio Wealth Management#929 · 953 sh | 953 | $431.7K | 0.02% | -0.6% |
| 930 | Valeo Financial Advisors#930 · 951 sh | 951 | $430.8K | — | +15.3% |
| 931 | Chronos Wealth Management#931 · 950 sh | 950 | $430.3K | — | -5.0% |
| 932 | BAXTER BROS#932 · 949 sh | 949 | $429.8K | 0.05% | 0.0% |
| 933 | NLB Skladi, upravljanje premozenja, d.o.o.#933 · 945 sh | 945 | $428.0K | — | -11.0% |
| 934 | HUTNER CAPITAL MANAGEMENT#934 · 945 sh | 945 | $428.0K | 0.17% | 0.0% |
| 935 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#935 · 938 sh | 938 | $424.8K | 0.04% | +3.8% |
| 936 | GEORGE KAISER FAMILY FOUNDATION#936 · 938 sh | 938 | $424.8K | 0.04% | +3.8% |
| 937 | HighPoint Advisor Group#937 · 936 sh | 936 | $423.9K | 0.01% | +1.1% |
| 938 | Pettee Investors#938 · 924 sh | 924 | $418.5K | 0.21% | 0.0% |
| 939 | Qtron Investments#939 · 922 sh | 922 | $417.6K | 0.06% | -10.7% |
| 940 | Baker Ellis Asset Management#940 · 919 sh | 919 | $416.2K | — | 0.0% |
| 941 | PRELUDE CAPITAL MANAGEMENT#941 · 919 sh | 919 | $416.2K | 0.03% | +21.2% |
| 942 | Sunflower Bank, N.A.#942 · 908 sh | 908 | $411.3K | 0.10% | +2.0% |
| 943 | NBC SECURITIES#943 · 906 sh | 906 | $410.6K | 0.03% | -5.1% |
| 944 | Pinnacle Financial Partners#944 · 901 sh | 901 | $408.1K | <0.01% | 0.0% |
| 945 | Penserra Capital Management#945 · 903 sh | 903 | $408.0K | <0.01% | +2.0% |
| 946 | Groupe la Francaise#946 · 893 sh | 893 | $404.5K | <0.01% | -4.1% |
| 947 | Kathmere Capital Management#947 · 892 sh | 892 | $403.8K | — | +7.1% |
| 948 | WADDELL & ASSOCIATES#948 · 888 sh | 888 | $402.2K | 0.02% | New |
| 949 | Parkside Financial Bank#949 · 886 sh | 886 | $401.3K | 0.01% | +94.7% |
| 950 | PFG Advisors#950 · 885 sh | 885 | $400.8K | — | +1.3% |
| 951 | ALLSTATE#951 · 878 sh | 878 | $397.7K | <0.01% | +89.2% |
| 952 | Relyea Zuckerberg Hanson#952 · 877 sh | 877 | $397.3K | — | -4.0% |
| 953 | United Financial Planning Group#953 · 877 sh | 877 | $397.2K | 0.20% | 0.0% |
| 954 | E Fund Management (Hong Kong) , Ltd.#954 · 875 sh | 875 | $396.3K | 0.13% | New |
| 955 | Park Edge Advisors#955 · 874 sh | 874 | $395.9K | 0.08% | -20.5% |
| 956 | Perpetual Ltd#956 · 859 sh | 859 | $389.1K | — | +41.5% |
| 957 | AlphaCore Capital#957 · 848 sh | 848 | $383.9K | <0.01% | +74.1% |
| 958 | BRADLEY FOSTER & SARGENT#958 · 840 sh | 840 | $380.5K | <0.01% | 0.0% |
| 959 | L2 Asset Management#959 · 840 sh | 840 | $380.5K | 0.04% | +3.1% |
| 960 | Laurion Capital Management#960 · 839 sh | 839 | $380.0K | <0.01% | New |
| 961 | Intrua Financial#961 · 835 sh | 835 | $378.3K | 0.03% | New |
| 962 | FLPUTNAM INVESTMENT MANAGEMENT#962 · 826 sh | 826 | $374.1K | <0.01% | -2.0% |
| 963 | Auto-Owners Insurance#963 · 823 sh | 823 | $372.8K | — | 0.0% |
| 964 | McGlone Suttner Wealth Management#964 · 822 sh | 822 | $372.2K | — | +0.9% |
| 965 | AMERICAN NATIONAL BANK#965 · 818 sh | 818 | $370.5K | — | 0.0% |
| 966 | Ronald Blue#966 · 816 sh | 816 | $369.6K | — | -0.5% |
| 967 | Range Advisory#967 · 812 sh | 812 | $367.9K | 0.04% | -38.6% |
| 968 | WOODMONT INVESTMENT COUNSEL#968 · 812 sh | 812 | $367.8K | 0.02% | +1.0% |
| 969 | CTC Alternative Strategies, Ltd.#969 · 800 sh | 800 | $362.3K | 0.52% | New |
| 970 | SHELTON CAPITAL MANAGEMENT#970 · 798 sh | 798 | $361.4K | <0.01% | -4.8% |
| 971 | FAGAN ASSOCIATES#971 · 795 sh | 795 | $360.1K | — | 0.0% |
| 972 | Gilbert & Cook#972 · 795 sh | 795 | $360.1K | 0.04% | New |
| 973 | Grey Ledge Advisors#973 · 793 sh | 793 | $359.2K | 0.07% | -0.1% |
| 974 | McLean Asset Management#974 · 750 sh | 750 | $358.9K | 0.05% | +1.9% |
| 975 | Values Added Financial#975 · 792 sh | 792 | $358.7K | 0.13% | +2.2% |
| 976 | CreativeOne Wealth#976 · 791 sh | 791 | $358.1K | <0.01% | -76.3% |
| 977 | Pinnacle Wealth Management Advisory Group#977 · 788 sh | 788 | $356.9K | — | +1.8% |
| 978 | Soltis Investment Advisors#978 · 781 sh | 781 | $353.8K | 0.02% | +44.4% |
| 979 | Meiji Yasuda Asset Management Ltd.#979 · 781 sh | 781 | $353.7K | 0.02% | -7.7% |
| 980 | Castleview Partners#980 · 779 sh | 779 | $352.8K | — | -2.1% |
| 981 | JACKSON THORNTON WEALTH MANAGEMENT#981 · 779 sh | 779 | $352.8K | 0.03% | New |
| 982 | AlphaGrep UK Ltd#982 · 778 sh | 778 | $352.4K | 0.10% | +21.0% |
| 983 | Heritage#983 · 777 sh | 777 | $351.9K | 0.03% | 0.0% |
| 984 | WULFF, HANSEN#984 · 775 sh | 775 | $351.0K | 0.27% | +18.3% |
| 985 | Gladstone Institutional Advisory#985 · 769 sh | 769 | $348.3K | 0.01% | +0.3% |
| 986 | Gryphon Financial Partners#986 · 766 sh | 766 | $347.0K | 0.03% | +5.4% |
| 987 | Advisors Capital Management#987 · 758 sh | 758 | $343.5K | <0.01% | +12.8% |
| 988 | VestGen Advisors#988 · 755 sh | 755 | $342.0K | 0.01% | +5.6% |
| 989 | Montecito Bank#989 · 754 sh | 754 | $341.5K | — | New |
| 990 | Independence Bank of Kentucky#990 · 750 sh | 750 | $339.7K | — | -3.2% |
| 991 | 4J Wealth Management#991 · 749 sh | 749 | $339.1K | 0.17% | -3.5% |
| 992 | Western Wealth Management#992 · 743 sh | 743 | $336.4K | 0.01% | -2.6% |
| 993 | SILVIA MCCOLL WEALTH MANAGEMENT#993 · 742 sh | 742 | $336.1K | — | 0.0% |
| 994 | Quotient Wealth Partners#994 · 740 sh | 740 | $335.3K | <0.01% | +6.9% |
| 995 | OpenArc Corporate Advisory#995 · 736 sh | 736 | $333.3K | — | +25.4% |
| 996 | GAM Holding AG#996 · 728 sh | 728 | $329.7K | 0.03% | -7.1% |
| 997 | DRIVE WEALTH MANAGEMENT#997 · 727 sh | 727 | $329.3K | 0.06% | +30.1% |
| 998 | IMC-Chicago#998 · 723 sh | 723 | $327.5K | <0.01% | -86.1% |
| 999 | Carson Advisory#999 · 721 sh | 721 | $326.6K | 0.15% | +0.1% |
| 1000 | GUARDIAN WEALTH ADVISORS, / NC#1000 · 720 sh | 720 | $326.1K | 0.02% | -1.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.