MOODYS CORP /DE/ (MCO) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,413
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | REAP Financial Group#1201 · 195 sh | 195 | $88.4K | 0.02% | +1.0% |
| 1202 | Harvest Fund Management , Ltd#1202 · 188 sh | 188 | $85.0K | <0.01% | 0.0% |
| 1203 | ISLAY CAPITAL MANAGEMENT#1203 · 183 sh | 183 | $82.9K | — | 0.0% |
| 1204 | Evelyn Partners Group Ltd#1204 · 179 sh | 179 | $81.1K | <0.01% | — |
| 1205 | Coston, McIsaac & Partners#1205 · 177 sh | 177 | $80.0K | 0.02% | 0.0% |
| 1206 | Dogwood Wealth Management#1206 · 176 sh | 176 | $79.7K | 0.03% | -61.2% |
| 1207 | MONTAG A & ASSOCIATES#1207 · 175 sh | 175 | $79.3K | <0.01% | 0.0% |
| 1208 | Geneos Wealth Management#1208 · 174 sh | 174 | $78.8K | <0.01% | 0.0% |
| 1209 | Your Advocates Ltd., LLP#1209 · 171 sh | 171 | $77.4K | 0.02% | 0.0% |
| 1210 | EDMOND DE ROTHSCHILD HOLDING S.A.#1210 · 165 sh | 165 | $74.7K | <0.01% | New |
| 1211 | PRIVATE NA#1211 · 157 sh | 157 | $71.1K | — | -8.2% |
| 1212 | Silvant Capital Management#1212 · 157 sh | 157 | $71.1K | <0.01% | 0.0% |
| 1213 | Keating Financial Advisory Services#1213 · 157 sh | 157 | $71.1K | <0.01% | +49.5% |
| 1214 | PROSPERITY BANCSHARES#1214 · 156 sh | 156 | $70.7K | 0.05% | -50.6% |
| 1215 | VISION FINANCIAL MARKETS#1215 · 143 sh | 143 | $64.3K | — | 0.0% |
| 1216 | HORIZON FINANCIAL SERVICES#1216 · 141 sh | 141 | $63.9K | 0.02% | +43.9% |
| 1217 | Wealth Enhancement Services#1217 · 141 sh | 141 | $63.9K | — | +38.2% |
| 1218 | Bell Investment Advisors#1218 · 134 sh | 134 | $60.7K | <0.01% | -12.4% |
| 1219 | FARMERS & MERCHANTS INVESTMENTS#1219 · 130 sh | 130 | $58.9K | — | -7.8% |
| 1220 | 1015 Capital Partners#1220 · 130 sh | 130 | $58.9K | 0.05% | +0.8% |
| 1221 | Plante Moran Financial Advisors#1221 · 125 sh | 125 | $56.6K | <0.01% | 0.0% |
| 1222 | Phillip James Consulting#1222 · 125 sh | 125 | $56.6K | 0.04% | 0.0% |
| 1223 | Private Wealth Asset Management#1223 · 121 sh | 121 | $54.8K | <0.01% | 0.0% |
| 1224 | JPL Wealth Management#1224 · 120 sh | 120 | $54.4K | 0.01% | +6.2% |
| 1225 | TFC Financial Management#1225 · 114 sh | 114 | $51.6K | — | -35.6% |
| 1226 | Advantage#1226 · 114 sh | 114 | $51.6K | — | 0.0% |
| 1227 | Axiom Investment Management#1227 · 113 sh | 113 | $51.2K | 0.03% | 0.0% |
| 1228 | GW&K Investment Management#1228 · 112 sh | 112 | $51.0K | <0.01% | +40.0% |
| 1229 | Raleigh Capital Management#1229 · 108 sh | 108 | $48.9K | 0.02% | -0.9% |
| 1230 | City State Bank#1230 · 106 sh | 106 | $48.0K | — | 0.0% |
| 1231 | Darwin Wealth Management#1231 · 103 sh | 103 | $46.8K | 0.01% | +2.0% |
| 1232 | Ancora Advisors#1232 · 103 sh | 103 | $46.8K | <0.01% | -39.1% |
| 1233 | Westfuller Advisors#1233 · 101 sh | 101 | $45.8K | 0.02% | +9.8% |
| 1234 | MV CAPITAL MANAGEMENT#1234 · 101 sh | 101 | $45.7K | <0.01% | -9.0% |
| 1235 | Lavaca Capital#1235 · 100 sh | 100 | $45.3K | <0.01% | 0.0% |
| 1236 | FNY Investment Advisers#1236 · 100 sh | 100 | $45.0K | — | New |
| 1237 | OGOREK ANTHONY JOSEPH /NY#1237 · 101 sh | 101 | $45.0K | 0.01% | -10.6% |
| 1238 | Joseph Group Capital Management#1238 · 98 sh | 98 | $44.4K | <0.01% | +172.2% |
| 1239 | Bruce G. Allen Investments#1239 · 98 sh | 98 | $44.4K | 0.03% | +5.4% |
| 1240 | WEST PACES ADVISORS#1240 · 97 sh | 97 | $43.9K | — | New |
| 1241 | ALBION FINANCIAL GROUP#1241 · 95 sh | 95 | $43.0K | — | 0.0% |
| 1242 | MARYLAND CAPITAL ADVISORS#1242 · 95 sh | 95 | $43.0K | — | — |
| 1243 | Physician Wealth Advisors#1243 · 93 sh | 93 | $42.1K | — | +3.3% |
| 1244 | JFS WEALTH ADVISORS#1244 · 90 sh | 90 | $40.8K | <0.01% | +4.7% |
| 1245 | Asset Planning#1245 · 89 sh | 89 | $40.4K | — | 0.0% |
| 1246 | Park Place Capital#1246 · 88 sh | 88 | $39.9K | <0.01% | -41.3% |
| 1247 | Activest Wealth Management#1247 · 83 sh | 83 | $37.6K | — | -25.2% |
| 1248 | Fortitude Family Office#1248 · 82 sh | 82 | $37.1K | — | +46.4% |
| 1249 | Salomon & Ludwin#1249 · 76 sh | 76 | $35.6K | <0.01% | 0.0% |
| 1250 | Wilkerson Advisory Group#1250 · 72 sh | 72 | $32.6K | — | +24.1% |
| 1251 | Vanguard National#1251 · 70 sh | 70 | $31.7K | <0.01% | -4.1% |
| 1252 | Bogart Wealth#1252 · 69 sh | 69 | $31.3K | <0.01% | +6.2% |
| 1253 | Covestor Ltd#1253 · 67 sh | 67 | $31.0K | 0.02% | +31.4% |
| 1254 | Sachetta#1254 · 67 sh | 67 | $30.3K | 0.01% | +34.0% |
| 1255 | IFG Advisory#1255 · 65 sh | 65 | $29.5K | <0.01% | New |
| 1256 | ORG Wealth Partners#1256 · 65 sh | 65 | $29.4K | <0.01% | +160.0% |
| 1257 | RATIONAL ADVISORS#1257 · 63 sh | 63 | $28.5K | <0.01% | +8.6% |
| 1258 | ACTION POINT FINANCIAL PLANNING#1258 · 66 sh | 66 | $28.1K | <0.01% | New |
| 1259 | Kemnay Advisory Services#1259 · 62 sh | 62 | $28.1K | <0.01% | +21.6% |
| 1260 | COMPASS FINANCIAL MANAGEMENT#1260 · 60 sh | 60 | $27.2K | <0.01% | — |
| 1261 | Ares Financial Consulting#1261 · 57 sh | 57 | $25.8K | — | 0.0% |
| 1262 | MidFirst Bank#1262 · 56 sh | 56 | $25.4K | <0.01% | +16.7% |
| 1263 | Solstein Capital#1263 · 55 sh | 55 | $24.9K | <0.01% | 0.0% |
| 1264 | Financial Management Professionals#1264 · 54 sh | 54 | $24.5K | — | 0.0% |
| 1265 | LRI Investments#1265 · 54 sh | 54 | $24.5K | <0.01% | +38.5% |
| 1266 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1266 · 52 sh | 52 | $23.6K | <0.01% | New |
| 1267 | James T. Borello RIA#1267 · 52 sh | 52 | $23.6K | — | 0.0% |
| 1268 | Birchwood Financial Partners#1268 · 50 sh | 50 | $22.6K | 0.02% | 0.0% |
| 1269 | Asset Dedication#1269 · 49 sh | 49 | $22.2K | <0.01% | +4.3% |
| 1270 | Caitlin John#1270 · 48 sh | 48 | $21.9K | 0.01% | 0.0% |
| 1271 | Continuum Advisory#1271 · 46 sh | 46 | $20.8K | <0.01% | -95.9% |
| 1272 | Oakworth Capital#1272 · 45 sh | 45 | $20.4K | <0.01% | 0.0% |
| 1273 | RAFFA WEALTH MANAGEMENT#1273 · 44 sh | 44 | $19.9K | <0.01% | +10.0% |
| 1274 | BROWN, LISLE/CUMMINGS#1274 · 43 sh | 43 | $19.5K | — | +4.9% |
| 1275 | Atlantic Edge Private Wealth Management#1275 · 43 sh | 43 | $19.5K | — | 0.0% |
| 1276 | SJS Investment Consulting#1276 · 42 sh | 42 | $19.0K | — | +44.8% |
| 1277 | Bare Financial Services#1277 · 42 sh | 42 | $19.0K | <0.01% | +162.5% |
| 1278 | First Command Advisory Services#1278 · 41 sh | 41 | $18.6K | <0.01% | +78.3% |
| 1279 | KERR FINANCIAL PLANNING#1279 · 41 sh | 41 | $18.4K | 0.02% | -2.4% |
| 1280 | ZRC WEALTH MANAGEMENT#1280 · 40 sh | 40 | $18.1K | — | +150.0% |
| 1281 | Perkins Coie#1281 · 40 sh | 40 | $18.1K | — | 0.0% |
| 1282 | Westside Investment Management#1282 · 40 sh | 40 | $18.1K | <0.01% | 0.0% |
| 1283 | Avion Wealth#1283 · 41 sh | 41 | $18.0K | <0.01% | +17.1% |
| 1284 | Private Wealth Management Group#1284 · 39 sh | 39 | $17.8K | — | 0.0% |
| 1285 | SHP Wealth Management#1285 · 39 sh | 39 | $17.7K | <0.01% | +39.3% |
| 1286 | Truvestments Capital#1286 · 39 sh | 39 | $17.7K | <0.01% | 0.0% |
| 1287 | Triumph Capital Management#1287 · 38 sh | 38 | $17.2K | — | -11.6% |
| 1288 | TOUNJIAN ADVISORY PARTNERS#1288 · 33 sh | 33 | $15.0K | <0.01% | -98.8% |
| 1289 | Cornerstone Financial Management#1289 · 33 sh | 33 | $14.9K | 0.01% | +83.3% |
| 1290 | MEEDER ASSET MANAGEMENT#1290 · 33 sh | 33 | $14.9K | <0.01% | +26.9% |
| 1291 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1291 · 33 sh | 33 | $14.9K | — | 0.0% |
| 1292 | Frazier Financial Advisors#1292 · 32 sh | 32 | $14.5K | <0.01% | 0.0% |
| 1293 | Aspect Partners#1293 · 31 sh | 31 | $14.0K | — | -8.8% |
| 1294 | Signature Equity Partners#1294 · 30 sh | 30 | $13.4K | <0.01% | -64.3% |
| 1295 | Glen Eagle Advisors#1295 · 28 sh | 28 | $12.7K | <0.01% | 0.0% |
| 1296 | Moisand Fitzgerald Tamayo#1296 · 28 sh | 28 | $12.7K | — | 0.0% |
| 1297 | Clearstead#1297 · 27 sh | 27 | $12.2K | <0.01% | 0.0% |
| 1298 | Spire Wealth Management#1298 · 27 sh | 27 | $12.0K | <0.01% | +3.8% |
| 1299 | MCDONALD PARTNERS#1299 · 26 sh | 26 | $11.8K | <0.01% | New |
| 1300 | Synergy Investment Management#1300 · 25 sh | 25 | $11.7K | <0.01% | +66.7% |
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.