MOODYS CORP /DE/ (MCO) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,413
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | GREAT LAKES ADVISORS#1101 · 533 sh | 533 | $241.4K | <0.01% | +0.4% |
| 1102 | Banco BTG Pactual S.A.#1102 · 531 sh | 531 | $240.5K | 0.02% | New |
| 1103 | COZAD ASSET MANAGEMENT#1103 · 530 sh | 530 | $240.0K | 0.02% | -27.4% |
| 1104 | Reliant Investment Management#1104 · 528 sh | 528 | $239.1K | — | 0.0% |
| 1105 | VARCOV#1105 · 528 sh | 528 | $239.1K | 0.09% | New |
| 1106 | Asset Advisory Group#1106 · 527 sh | 527 | $238.7K | — | 0.0% |
| 1107 | Caerus Investment Advisors#1107 · 523 sh | 523 | $236.9K | 0.08% | New |
| 1108 | DV Trading#1108 · 520 sh | 520 | $235.5K | <0.01% | -7.1% |
| 1109 | Pasadena Private Wealth#1109 · 520 sh | 520 | $235.5K | 0.03% | New |
| 1110 | Delta Investment Management#1110 · 518 sh | 518 | $234.6K | 0.04% | -2.4% |
| 1111 | Cornerstone Wealth Group#1111 · 516 sh | 516 | $233.9K | 0.01% | New |
| 1112 | Storgate#1112 · 516 sh | 516 | $233.7K | 0.05% | -33.9% |
| 1113 | DAYMARK WEALTH PARTNERS#1113 · 513 sh | 513 | $232.5K | <0.01% | New |
| 1114 | CHICAGO NA#1114 · 512 sh | 512 | $231.9K | 0.03% | 0.0% |
| 1115 | FUKOKU MUTUAL LIFE INSURANCE#1115 · 510 sh | 510 | $231.0K | 0.01% | 0.0% |
| 1116 | MAINSAIL ASSET MANAGEMENT#1116 · 452 sh | 452 | $230.9K | — | New |
| 1117 | TD PRIVATE CLIENT WEALTH#1117 · 508 sh | 508 | $230.1K | <0.01% | -2.7% |
| 1118 | ASPIRIANT#1118 · 506 sh | 506 | $229.2K | — | New |
| 1119 | Quent Capital#1119 · 505 sh | 505 | $228.9K | 0.01% | -0.4% |
| 1120 | Sensenig Capital Advisors#1120 · 505 sh | 505 | $228.7K | — | -10.9% |
| 1121 | Stratos Wealth Partners, LTD.#1121 · 502 sh | 502 | $227.4K | <0.01% | New |
| 1122 | Sharkey, Howes & Javer#1122 · 502 sh | 502 | $227.4K | — | 0.0% |
| 1123 | PEAPACK GLADSTONE FINANCIAL#1123 · 502 sh | 502 | $227.0K | <0.01% | New |
| 1124 | D.B. Root & Company#1124 · 501 sh | 501 | $226.9K | 0.05% | -0.4% |
| 1125 | BURKE & HERBERT BANK#1125 · 500 sh | 500 | $226.5K | 0.06% | 0.0% |
| 1126 | Valmark Advisers#1126 · 500 sh | 500 | $226.5K | <0.01% | -2.3% |
| 1127 | Allen Capital Group#1127 · 500 sh | 500 | $226.5K | 0.02% | +6.6% |
| 1128 | GARRISON POINT ADVISORS#1128 · 500 sh | 500 | $226.5K | 0.09% | 0.0% |
| 1129 | FLYWHEEL PRIVATE WEALTH#1129 · 500 sh | 500 | $226.5K | 0.11% | 0.0% |
| 1130 | Cherokee Insurance#1130 · 500 sh | 500 | $226.5K | 0.09% | 0.0% |
| 1131 | SYM FINANCIAL#1131 · 497 sh | 497 | $225.1K | — | New |
| 1132 | Graticule Asia Macro Advisors#1132 · 495 sh | 495 | $224.2K | 0.02% | New |
| 1133 | Ariadne Wealth Management#1133 · 491 sh | 491 | $222.4K | 0.10% | -22.2% |
| 1134 | Optas#1134 · 483 sh | 483 | $218.8K | 0.03% | New |
| 1135 | Income Insurance Ltd#1135 · 480 sh | 480 | $217.4K | — | 0.0% |
| 1136 | William Howard & Financial Advisors#1136 · 475 sh | 475 | $215.1K | 0.17% | 0.0% |
| 1137 | Layline Advisors#1137 · 474 sh | 474 | $214.9K | 0.19% | -10.6% |
| 1138 | QTR Family Wealth#1138 · 473 sh | 473 | $214.2K | 0.07% | New |
| 1139 | Brave Warrior Advisors#1139 · 471 sh | 471 | $213.3K | <0.01% | 0.0% |
| 1140 | CADEN CAPITAL PARTNERS#1140 · 471 sh | 471 | $213.3K | 2.57% | 0.0% |
| 1141 | Bison Wealth#1141 · 426 sh | 426 | $212.5K | — | New |
| 1142 | Procyon Advisors#1142 · 469 sh | 469 | $212.4K | — | New |
| 1143 | LEVEL FOUR ADVISORY SERVICES#1143 · 468 sh | 468 | $212.3K | <0.01% | +1.3% |
| 1144 | CARY STREET PARTNERS INVESTMENT ADVISORY#1144 · 468 sh | 468 | $212.0K | 0.04% | +16.7% |
| 1145 | CERTUITY#1145 · 468 sh | 468 | $211.9K | 0.01% | +5.4% |
| 1146 | Sand Hill Global Advisors#1146 · 466 sh | 466 | $211.1K | <0.01% | -1.1% |
| 1147 | SUMMIT SECURITIES GROUP#1147 · 466 sh | 466 | $211.1K | 0.02% | +1692.3% |
| 1148 | Keel Point#1148 · 466 sh | 466 | $210.8K | 0.01% | New |
| 1149 | Ameritas Advisory Services#1149 · 465 sh | 465 | $210.7K | <0.01% | New |
| 1150 | Arkadios Wealth Advisors#1150 · 460 sh | 460 | $208.4K | <0.01% | New |
| 1151 | Cypress Point Wealth Management#1151 · 460 sh | 460 | $208.3K | 0.04% | New |
| 1152 | VICTORY FINANCIAL GROUP#1152 · 460 sh | 460 | $208.3K | 0.02% | -26.6% |
| 1153 | Fi3 FINANCIAL ADVISORS#1153 · 2,155 sh | 2,155 | $207.1K | 0.05% | +138.1% |
| 1154 | McAdam#1154 · 456 sh | 456 | $206.5K | — | New |
| 1155 | Arvest Bank Division#1155 · 456 sh | 456 | $206.5K | 0.01% | New |
| 1156 | Cromwell#1156 · 455 sh | 455 | $206.1K | 0.09% | +25.3% |
| 1157 | Sanibel Captiva Company#1157 · 452 sh | 452 | $204.7K | <0.01% | -8.1% |
| 1158 | SVB WEALTH#1158 · 450 sh | 450 | $203.9K | 0.01% | -11.2% |
| 1159 | ING GROEP NV#1159 · 449 sh | 449 | $203.4K | <0.01% | -93.6% |
| 1160 | Larry Mathis Financial Planning#1160 · 446 sh | 446 | $202.0K | — | -12.9% |
| 1161 | Grove Bank#1161 · 444 sh | 444 | $201.1K | — | 0.0% |
| 1162 | Main Street Financial Solutions#1162 · 443 sh | 443 | $200.7K | 0.01% | New |
| 1163 | Hamilton Capital#1163 · 442 sh | 442 | $200.2K | — | New |
| 1164 | Deseret Mutual Benefit Administrators#1164 · 419 sh | 419 | $189.8K | 0.06% | -9.5% |
| 1165 | ONEFUND#1165 · 410 sh | 410 | $185.7K | 0.11% | -2.8% |
| 1166 | BIRCHBROOK#1166 · 400 sh | 400 | $181.2K | — | 0.0% |
| 1167 | Peck Wealth Management#1167 · 400 sh | 400 | $181.2K | 0.15% | -20.0% |
| 1168 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1168 · 394 sh | 394 | $178.4K | 0.01% | -13.0% |
| 1169 | VAQUERO PRIVATE WEALTH, LTD#1169 · 372 sh | 372 | $168.5K | 0.03% | — |
| 1170 | NBT BANK N A#1170 · 355 sh | 355 | $160.8K | — | -16.1% |
| 1171 | SWISS RE LTD#1171 · 354 sh | 354 | $160.3K | 0.01% | +1763.2% |
| 1172 | CARY STREET PARTNERS FINANCIAL#1172 · 352 sh | 352 | $159.4K | <0.01% | +0.3% |
| 1173 | FEDERATED HERMES#1173 · 337 sh | 337 | $152.6K | <0.01% | -75.5% |
| 1174 | CoreCap Advisors#1174 · 336 sh | 336 | $152.2K | — | +1.5% |
| 1175 | ATLAS CAPITAL ADVISORS#1175 · 316 sh | 316 | $143.1K | 0.02% | -29.5% |
| 1176 | EASTERN BANK#1176 · 313 sh | 313 | $141.8K | — | +6.1% |
| 1177 | State of Wyoming#1177 · 313 sh | 313 | $141.8K | 0.01% | New |
| 1178 | Basecamp Wealth Advisors#1178 · 303 sh | 303 | $137.2K | 0.03% | +3.8% |
| 1179 | Silver Grove Financial Group#1179 · 300 sh | 300 | $136.0K | 0.07% | +500.0% |
| 1180 | WPG Advisers#1180 · 283 sh | 283 | $128.2K | 0.08% | +6.8% |
| 1181 | JNBA Financial Advisors#1181 · 275 sh | 275 | $124.6K | <0.01% | 0.0% |
| 1182 | True Wealth Design#1182 · 273 sh | 273 | $123.6K | — | +20.3% |
| 1183 | Center for Financial Planning#1183 · 266 sh | 266 | $120.5K | — | -1.5% |
| 1184 | North Star Investment Management#1184 · 253 sh | 253 | $114.6K | <0.01% | +4.5% |
| 1185 | Rialto Wealth Management#1185 · 253 sh | 253 | $114.6K | 0.02% | +295.3% |
| 1186 | SouthState Bank#1186 · 252 sh | 252 | $114.1K | <0.01% | +0.4% |
| 1187 | Quintet Private Bank (Europe) S.A.#1187 · 250 sh | 250 | $113.2K | — | 0.0% |
| 1188 | Maj Invest Holding A/S#1188 · 245 sh | 245 | $111.0K | <0.01% | 0.0% |
| 1189 | Addison Advisors#1189 · 244 sh | 244 | $110.5K | 0.05% | -78.4% |
| 1190 | AdvisorNet Financial#1190 · 243 sh | 243 | $110.1K | — | -9.3% |
| 1191 | Limestone Investment Advisors#1191 · 230 sh | 230 | $104.2K | <0.01% | New |
| 1192 | Acropolis Investment Management#1192 · 225 sh | 225 | $101.9K | — | New |
| 1193 | Owl Creek Wealth Partners#1193 · 223 sh | 223 | $101.0K | — | +2.8% |
| 1194 | New Age Alpha Advisors#1194 · 223 sh | 223 | $101.0K | <0.01% | New |
| 1195 | Cheviot Value Management#1195 · 220 sh | 220 | $99.6K | 0.01% | 0.0% |
| 1196 | Crews Bank#1196 · 210 sh | 210 | $95.1K | 0.01% | 0.0% |
| 1197 | ST GERMAIN D J#1197 · 207 sh | 207 | $93.8K | <0.01% | -38.6% |
| 1198 | MB, LEVIS & ASSOCIATES#1198 · 200 sh | 200 | $90.6K | — | 0.0% |
| 1199 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1199 · 200 sh | 200 | $90.6K | 0.03% | -4.8% |
| 1200 | Burnham#1200 · 200 sh | 200 | $90.6K | 0.07% | — |
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.