MOODYS CORP /DE/ (MCO) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 1,413
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | HCR Wealth Advisors#1001 · 719 sh | 719 | $325.6K | — | -2.3% |
| 1002 | Union Bankshares#1002 · 717 sh | 717 | $324.6K | <0.01% | +11.9% |
| 1003 | Defiance ETFs#1003 · 687 sh | 687 | $321.8K | <0.01% | +16.2% |
| 1004 | D'Orazio & Associates#1004 · 708 sh | 708 | $320.7K | 0.04% | +8.1% |
| 1005 | FIDUCIARY#1005 · 706 sh | 706 | $319.8K | <0.01% | -91.5% |
| 1006 | Parcion Private Wealth#1006 · 704 sh | 704 | $318.9K | 0.02% | New |
| 1007 | Resolute Wealth Strategies#1007 · 704 sh | 704 | $318.9K | 0.12% | +13.0% |
| 1008 | Plotkin Financial Advisors#1008 · 702 sh | 702 | $317.9K | 0.13% | 0.0% |
| 1009 | Rossby Financial, LCC#1009 · 700 sh | 700 | $317.2K | 0.06% | +2.0% |
| 1010 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#1010 · 700 sh | 700 | $317.0K | — | 0.0% |
| 1011 | Nelson, Van Denburg & Campbell Wealth Management Group#1011 · 697 sh | 697 | $315.7K | — | +9.1% |
| 1012 | TFR Capital#1012 · 696 sh | 696 | $315.2K | 0.09% | -84.7% |
| 1013 | Outlook Wealth Advisors#1013 · 693 sh | 693 | $314.0K | 0.07% | +0.7% |
| 1014 | Essex Financial Services#1014 · 691 sh | 691 | $313.2K | 0.02% | +9.3% |
| 1015 | MASECO LLP#1015 · 690 sh | 690 | $312.7K | <0.01% | 0.0% |
| 1016 | CATALYST FINANCIAL PARTNERS#1016 · 690 sh | 690 | $312.5K | 0.03% | -14.6% |
| 1017 | SALEM INVESTMENT COUNSELORS#1017 · 687 sh | 687 | $311.2K | — | 0.0% |
| 1018 | GUYASUTA INVESTMENT ADVISORS#1018 · 686 sh | 686 | $310.7K | — | 0.0% |
| 1019 | Waterloo Capital, L.P.#1019 · 685 sh | 685 | $310.3K | 0.02% | +44.8% |
| 1020 | RICE HALL JAMES & ASSOCIATES#1020 · 685 sh | 685 | $310.3K | 0.02% | -0.6% |
| 1021 | GC Wealth Management RIA#1021 · 685 sh | 685 | $310.3K | 0.02% | -6.8% |
| 1022 | WEDBUSH SECURITIES#1022 · 684 sh | 684 | $310.0K | — | -0.4% |
| 1023 | Sentinus#1023 · 684 sh | 684 | $309.8K | 0.02% | New |
| 1024 | S-Bank Fund Management Ltd#1024 · 683 sh | 683 | $309.3K | 0.04% | -84.7% |
| 1025 | Advyzon Investment Management#1025 · 679 sh | 679 | $307.5K | 0.02% | +2.4% |
| 1026 | Legacy Advisors#1026 · 678 sh | 678 | $307.1K | — | +16.3% |
| 1027 | Bank Julius Baer & Ltd, Zurich#1027 · 675 sh | 675 | $305.7K | <0.01% | -20.1% |
| 1028 | Cercano Management#1028 · 670 sh | 670 | $303.5K | 0.03% | -98.8% |
| 1029 | Balboa Wealth Partners#1029 · 669 sh | 669 | $303.1K | — | -0.9% |
| 1030 | Boltwood Capital Management#1030 · 665 sh | 665 | $301.2K | — | -2.2% |
| 1031 | FourThought Financial Partners#1031 · 665 sh | 665 | $301.2K | 0.02% | +0.5% |
| 1032 | Innova Wealth Partners#1032 · 663 sh | 663 | $300.5K | — | +0.9% |
| 1033 | WEXFORD CAPITAL#1033 · 663 sh | 663 | $300.3K | 0.04% | New |
| 1034 | BAKER TILLY WEALTH MANAGEMENT#1034 · 660 sh | 660 | $299.0K | — | +20.0% |
| 1035 | Elyxium Wealth#1035 · 650 sh | 650 | $294.4K | 0.03% | New |
| 1036 | CVA Family Office#1036 · 649 sh | 649 | $293.9K | 0.03% | +3.7% |
| 1037 | Capital Research Global Investors#1037 · 647 sh | 647 | $293.0K | 0.00% | 0.0% |
| 1038 | SAYBROOK CAPITAL#1038 · 643 sh | 643 | $291.2K | 0.07% | 0.0% |
| 1039 | SBI Securities , Ltd.#1039 · 643 sh | 643 | $291.2K | — | +13.6% |
| 1040 | CYPRESS ASSET MANAGEMENT#1040 · 639 sh | 639 | $289.4K | — | 0.0% |
| 1041 | NorthRock Partners#1041 · 638 sh | 638 | $289.0K | <0.01% | -6.7% |
| 1042 | Dunhill Financial#1042 · 637 sh | 637 | $288.7K | 0.06% | -0.2% |
| 1043 | Ignite Planners#1043 · 635 sh | 635 | $288.1K | — | +5.1% |
| 1044 | CAPE ANN SAVINGS BANK#1044 · 630 sh | 630 | $285.3K | 0.13% | 0.0% |
| 1045 | Triad Wealth Partners#1045 · 590 sh | 590 | $285.3K | — | New |
| 1046 | Capstone Wealth Management#1046 · 623 sh | 623 | $282.2K | 0.13% | New |
| 1047 | Twin Lakes Capital Management#1047 · 621 sh | 621 | $281.3K | 0.11% | +0.2% |
| 1048 | Birch Hill Investment Advisors#1048 · 620 sh | 620 | $280.8K | — | 0.0% |
| 1049 | Essential Partners#1049 · 620 sh | 620 | $280.8K | — | +126.3% |
| 1050 | Net Worth Advisory Group#1050 · 619 sh | 619 | $280.2K | — | +4.4% |
| 1051 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1051 · 618 sh | 618 | $279.9K | <0.01% | New |
| 1052 | CHILDRESS CAPITAL ADVISORS#1052 · 615 sh | 615 | $278.5K | 0.05% | -4.2% |
| 1053 | BSW Wealth Partners#1053 · 612 sh | 612 | $277.0K | 0.03% | +1.8% |
| 1054 | Alta Advisers Ltd#1054 · 611 sh | 611 | $276.7K | 0.06% | 0.0% |
| 1055 | Marks Group Wealth Management#1055 · 608 sh | 608 | $275.4K | 0.02% | New |
| 1056 | B. Riley Wealth Advisors#1056 · 607 sh | 607 | $274.6K | — | +1.0% |
| 1057 | Commerce Advisors#1057 · 603 sh | 603 | $273.3K | — | +2.0% |
| 1058 | CONNING#1058 · 602 sh | 602 | $272.7K | <0.01% | +9.5% |
| 1059 | Haverford#1059 · 601 sh | 601 | $272.2K | <0.01% | -51.6% |
| 1060 | EagleClaw Capital Managment#1060 · 600 sh | 600 | $271.8K | 0.04% | 0.0% |
| 1061 | Caldwell#1061 · 600 sh | 600 | $271.8K | 0.02% | 0.0% |
| 1062 | INTEGRITY ALLIANCE#1062 · 598 sh | 598 | $271.3K | <0.01% | -6.3% |
| 1063 | Point#1063 · 598 sh | 598 | $270.9K | 0.02% | +9.3% |
| 1064 | FENIMORE ASSET MANAGEMENT#1064 · 592 sh | 592 | $268.1K | — | 0.0% |
| 1065 | SmartHarvest Portfolios#1065 · 591 sh | 591 | $267.7K | — | +13.4% |
| 1066 | HIGHLAND CAPITAL MANAGEMENT#1066 · 590 sh | 590 | $267.2K | — | 0.0% |
| 1067 | Fragasso Group#1067 · 589 sh | 589 | $266.8K | — | New |
| 1068 | MORRIS FINANCIAL CONCEPTS#1068 · 589 sh | 589 | $266.8K | 0.08% | 0.0% |
| 1069 | FIRST CITIZENS BANK#1069 · 584 sh | 584 | $264.5K | — | -8.6% |
| 1070 | Claret Asset Management#1070 · 582 sh | 582 | $264.0K | 0.03% | +4.1% |
| 1071 | Bristol Gate Capital Partners#1071 · 582 sh | 582 | $263.6K | 0.02% | -99.6% |
| 1072 | SAX WEALTH ADVISORS#1072 · 602 sh | 602 | $262.8K | — | -2.0% |
| 1073 | JTC Employer Solutions Trusteee Ltd#1073 · 579 sh | 579 | $262.0K | 0.02% | 0.0% |
| 1074 | Endowment Wealth Management#1074 · 578 sh | 578 | $261.9K | 0.10% | +1.2% |
| 1075 | CLIFFORD SWAN INVESTMENT COUNSEL#1075 · 578 sh | 578 | $261.8K | <0.01% | -33.6% |
| 1076 | TCI Wealth Advisors#1076 · 578 sh | 578 | $261.8K | 0.01% | +10.5% |
| 1077 | Regent Peak Wealth Advisors#1077 · 578 sh | 578 | $261.8K | — | +3.0% |
| 1078 | Close Asset Management Ltd#1078 · 575 sh | 575 | $261.0K | <0.01% | -4.2% |
| 1079 | Tyche Wealth Partners#1079 · 575 sh | 575 | $260.3K | 0.04% | +0.2% |
| 1080 | Kesler, Norman & Wride#1080 · 568 sh | 568 | $257.2K | 0.04% | -24.1% |
| 1081 | Modern Wealth Management#1081 · 568 sh | 568 | $256.9K | <0.01% | New |
| 1082 | Busey Wealth Management#1082 · 563 sh | 563 | $255.0K | — | 0.0% |
| 1083 | Resonant Capital Advisors#1083 · 563 sh | 563 | $255.0K | — | New |
| 1084 | Klingman & Associates#1084 · 561 sh | 561 | $254.1K | — | +6.5% |
| 1085 | Ackerman Asset Management#1085 · 559 sh | 559 | $253.2K | 0.15% | 0.0% |
| 1086 | Versant Capital Management#1086 · 556 sh | 556 | $251.8K | — | +2.6% |
| 1087 | CAMBIENT FAMILY OFFICE#1087 · 556 sh | 556 | $251.8K | 0.03% | New |
| 1088 | MassMutual Private Wealth & , FSB#1088 · 555 sh | 555 | $251.4K | — | -1.4% |
| 1089 | EWA#1089 · 553 sh | 553 | $250.4K | 0.05% | -5.1% |
| 1090 | Manchester Capital Management#1090 · 551 sh | 551 | $249.6K | — | -1.4% |
| 1091 | TRB Wealth Management#1091 · 549 sh | 549 | $248.7K | 0.03% | 0.0% |
| 1092 | Facet Wealth#1092 · 548 sh | 548 | $248.2K | <0.01% | New |
| 1093 | FINANCIAL CONSULATE#1093 · 548 sh | 548 | $248.0K | — | -5.4% |
| 1094 | Family Management#1094 · 547 sh | 547 | $247.7K | 0.03% | -0.2% |
| 1095 | Panoramic Capital Partners#1095 · 547 sh | 547 | $247.7K | 0.12% | -0.4% |
| 1096 | Sigma Planning#1096 · 545 sh | 545 | $247.0K | — | +2.1% |
| 1097 | HOWE & RUSLING#1097 · 543 sh | 543 | $246.0K | 0.01% | -1.6% |
| 1098 | Principle Wealth Partners#1098 · 540 sh | 540 | $244.7K | 0.01% | 0.0% |
| 1099 | Wayfinding Financial#1099 · 540 sh | 540 | $244.0K | 0.09% | +8.0% |
| 1100 | CMH Wealth Management#1100 · 536 sh | 536 | $242.8K | — | +0.6% |
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.