MOODYS CORP /DE/ (MCO) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 1,413
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Heritage Wealth Advisors#1301 · 25 sh | 25 | $11.3K | <0.01% | 0.0% |
| 1302 | Legacy Bridge#1302 · 25 sh | 25 | $11.3K | <0.01% | 0.0% |
| 1303 | Avalon#1303 · 25 sh | 25 | $11.3K | <0.01% | 0.0% |
| 1304 | High Note Wealth#1304 · 25 sh | 25 | $11.3K | <0.01% | +66.7% |
| 1305 | Kings Path Partners#1305 · 25 sh | 25 | $11.3K | — | 0.0% |
| 1306 | Bay Harbor Wealth Management#1306 · 24 sh | 24 | $10.9K | <0.01% | +41.2% |
| 1307 | Hughes Financial Services#1307 · 24 sh | 24 | $10.9K | <0.01% | +33.3% |
| 1308 | First Pacific Financial#1308 · 21 sh | 21 | $9.5K | — | -50.0% |
| 1309 | Kilter Group#1309 · 21 sh | 21 | $9.5K | <0.01% | +40.0% |
| 1310 | Quest 10 Wealth Builders#1310 · 20 sh | 20 | $9.1K | <0.01% | 0.0% |
| 1311 | DELTA ASSET MANAGEMENT#1311 · 20 sh | 20 | $9.1K | <0.01% | New |
| 1312 | Valued Wealth Advisors#1312 · 19 sh | 19 | $8.6K | <0.01% | 0.0% |
| 1313 | Marquette Asset Management#1313 · 19 sh | 19 | $8.6K | — | +111.1% |
| 1314 | Meramec Financial Planners#1314 · 17 sh | 17 | $8.3K | <0.01% | 0.0% |
| 1315 | HIGHLINE WEALTH PARTNERS#1315 · 18 sh | 18 | $8.2K | — | -43.8% |
| 1316 | VIRTUS ADVISERS#1316 · 18 sh | 18 | $8.2K | <0.01% | 0.0% |
| 1317 | Archer Investment#1317 · 17 sh | 17 | $7.7K | <0.01% | 0.0% |
| 1318 | PFS Partners#1318 · 16 sh | 16 | $7.4K | — | 0.0% |
| 1319 | Nemes Rush Group#1319 · 16 sh | 16 | $7.2K | <0.01% | 0.0% |
| 1320 | AMERIFLEX GROUP#1320 · 16 sh | 16 | $7.2K | <0.01% | New |
| 1321 | CHILTON CAPITAL MANAGEMENT#1321 · 15 sh | 15 | $6.8K | <0.01% | 0.0% |
| 1322 | J.Safra Asset Management#1322 · 14 sh | 14 | $6.3K | <0.01% | -98.2% |
| 1323 | Signature Resources Capital Management#1323 · 14 sh | 14 | $6.3K | — | 0.0% |
| 1324 | Murphy & Mullick Capital Management#1324 · 14 sh | 14 | $6.3K | <0.01% | 0.0% |
| 1325 | ADIRONDACK#1325 · 14 sh | 14 | $6.3K | — | 0.0% |
| 1326 | Riverview#1326 · 13 sh | 13 | $5.9K | <0.01% | 0.0% |
| 1327 | Jackson, Grant Investment Advisers#1327 · 13 sh | 13 | $5.9K | <0.01% | 0.0% |
| 1328 | Optiver Holding B.V.#1328 · 13 sh | 13 | $5.9K | 0.00% | New |
| 1329 | Whipplewood Advisors#1329 · 13 sh | 13 | $5.9K | — | -78.0% |
| 1330 | Transce3nd#1330 · 12 sh | 12 | $5.8K | — | -7.7% |
| 1331 | Cassaday & Wealth Management#1331 · 12 sh | 12 | $5.4K | <0.01% | -42.9% |
| 1332 | DiNuzzo Private Wealth#1332 · 12 sh | 12 | $5.4K | — | 0.0% |
| 1333 | MOTCO#1333 · 12 sh | 12 | $5.4K | <0.01% | +33.3% |
| 1334 | Rosenberg Matthew Hamilton#1334 · 12 sh | 12 | $5.4K | — | 0.0% |
| 1335 | Torren Management#1335 · 12 sh | 12 | $5.4K | <0.01% | 0.0% |
| 1336 | BOK Financial Private Wealth#1336 · 11 sh | 11 | $5.0K | <0.01% | New |
| 1337 | HighMark Wealth Management#1337 · 11 sh | 11 | $5.0K | <0.01% | 0.0% |
| 1338 | Gleason Group#1338 · 11 sh | 11 | $5.0K | — | New |
| 1339 | GoalVest Advisory#1339 · 11 sh | 11 | $5.0K | — | New |
| 1340 | Creative Capital Management Investments#1340 · 11 sh | 11 | $5.0K | <0.01% | New |
| 1341 | Strengthening Families & Communities#1341 · 10 sh | 10 | $4.5K | — | New |
| 1342 | Altshuler Shaham Ltd#1342 · 10 sh | 10 | $4.5K | <0.01% | New |
| 1343 | Planning Strategies#1343 · 10 sh | 10 | $4.5K | — | — |
| 1344 | Abound Wealth Management#1344 · 10 sh | 10 | $4.4K | — | -66.7% |
| 1345 | Pacific Center for Financial Services#1345 · 9 sh | 9 | $4.1K | — | 0.0% |
| 1346 | Prestige Wealth Management Group#1346 · 9 sh | 9 | $4.1K | <0.01% | 0.0% |
| 1347 | HFM Investment Advisors#1347 · 9 sh | 9 | $4.1K | <0.01% | +200.0% |
| 1348 | Rakuten Securities#1348 · 9 sh | 9 | $4.1K | <0.01% | +28.6% |
| 1349 | Aventura Private Wealth#1349 · 9 sh | 9 | $4.1K | <0.01% | -30.8% |
| 1350 | Downshift Financial#1350 · 9 sh | 9 | $4.1K | — | New |
| 1351 | Allied Private Wealth#1351 · 8 sh | 8 | $3.9K | <0.01% | — |
| 1352 | American Capital Advisory#1352 · 8 sh | 8 | $3.6K | <0.01% | +14.3% |
| 1353 | Clark Wealth Partners#1353 · 8 sh | 8 | $3.6K | — | 0.0% |
| 1354 | LONGFELLOW INVESTMENT MANAGEMENT#1354 · 8 sh | 8 | $3.6K | <0.01% | 0.0% |
| 1355 | Strategic Wealth Partners, Ltd.#1355 · 8 sh | 8 | $3.6K | <0.01% | -20.0% |
| 1356 | Guardian Partners#1356 · 8 sh | 8 | $3.6K | — | New |
| 1357 | Lodestone Wealth Management#1357 · 8 sh | 8 | $3.6K | — | 0.0% |
| 1358 | Colonial / SC#1358 · 8 sh | 8 | $3.6K | <0.01% | 0.0% |
| 1359 | Caitong International Asset Management , Ltd#1359 · 8 sh | 8 | $3.6K | <0.01% | -92.5% |
| 1360 | MPWM ADVISORY SOLUTIONS#1360 · 8 sh | 8 | $3.6K | <0.01% | 0.0% |
| 1361 | BURKETT FINANCIAL SERVICES#1361 · 7 sh | 7 | $3.2K | — | New |
| 1362 | VALLEY NATIONAL ADVISERS#1362 · 7 sh | 7 | $3.2K | — | +133.3% |
| 1363 | Elevated Capital Advisors#1363 · 7 sh | 7 | $3.2K | <0.01% | 0.0% |
| 1364 | Corsicana#1364 · 7 sh | 7 | $3.2K | <0.01% | 0.0% |
| 1365 | Principia Wealth Advisory#1365 · 7 sh | 7 | $3.2K | <0.01% | -22.2% |
| 1366 | Burk#1366 · 7 sh | 7 | $3.2K | <0.01% | 0.0% |
| 1367 | WestEnd Advisors#1367 · 6 sh | 6 | $2.7K | <0.01% | +20.0% |
| 1368 | NVWM#1368 · 6 sh | 6 | $2.7K | — | -14.3% |
| 1369 | Barnes Dennig Private Wealth Management#1369 · 6 sh | 6 | $2.7K | <0.01% | New |
| 1370 | Investors Portfolio Services#1370 · 6 sh | 6 | $2.7K | <0.01% | +50.0% |
| 1371 | CBIZ Investment Advisory Services#1371 · 6 sh | 6 | $2.6K | <0.01% | 0.0% |
| 1372 | Pacifica Partners#1372 · 5 sh | 5 | $2.5K | — | 0.0% |
| 1373 | Mascoma Wealth Management#1373 · 5 sh | 5 | $2.3K | — | 0.0% |
| 1374 | N.E.W. Advisory Services#1374 · 5 sh | 5 | $2.3K | <0.01% | New |
| 1375 | WOLFF WIESE MAGANA#1375 · 5 sh | 5 | $2.3K | — | 0.0% |
| 1376 | Trifecta Capital Advisors#1376 · 5 sh | 5 | $2.3K | — | New |
| 1377 | United Community Bank#1377 · 5 sh | 5 | $2.3K | <0.01% | 0.0% |
| 1378 | Nvest Wealth Strategies#1378 · 5 sh | 5 | $2.3K | — | +66.7% |
| 1379 | Three Bearings Fiduciary Advisors#1379 · 5 sh | 5 | $2.3K | <0.01% | 0.0% |
| 1380 | Winthrop Capital Management#1380 · 4 sh | 4 | $2.0K | <0.01% | +100.0% |
| 1381 | Davis Capital Management#1381 · 4 sh | 4 | $1.8K | — | New |
| 1382 | POM Investment Strategies#1382 · 4 sh | 4 | $1.8K | — | 0.0% |
| 1383 | Arlington#1383 · 4 sh | 4 | $1.8K | — | 0.0% |
| 1384 | DecisionPoint Financial#1384 · 3 sh | 3 | $1.4K | <0.01% | +200.0% |
| 1385 | TD Capital Management#1385 · 3 sh | 3 | $1.4K | <0.01% | 0.0% |
| 1386 | Lloyd Advisory Services#1386 · 3 sh | 3 | $1.4K | <0.01% | New |
| 1387 | Quaker Wealth Management#1387 · 3 sh | 3 | $1.4K | — | +50.0% |
| 1388 | Cedar Mountain Advisors#1388 · 3 sh | 3 | $1.4K | — | 0.0% |
| 1389 | Millstone Evans Group#1389 · 3 sh | 3 | $1.4K | <0.01% | New |
| 1390 | BankPlus Department#1390 · 3 sh | 3 | $1.4K | <0.01% | 0.0% |
| 1391 | CKW FINANCIAL GROUP#1391 · 3 sh | 3 | $1.0K | <0.01% | New |
| 1392 | Navigoe#1392 · 4 sh | 4 | $1.0K | <0.01% | New |
| 1393 | Golden State Wealth Management#1393 · 2 sh | 2 | $910.00 | <0.01% | 0.0% |
| 1394 | Spectrum Wealth Advisory Group#1394 · 2 sh | 2 | $908.00 | <0.01% | New |
| 1395 | HARBOR INVESTMENT ADVISORY#1395 · 2 sh | 2 | $906.00 | — | 0.0% |
| 1396 | Stone House Investment Management#1396 · 2 sh | 2 | $906.00 | — | +100.0% |
| 1397 | Morton Brown Family Wealth#1397 · 2 sh | 2 | $906.00 | — | New |
| 1398 | Cape Investment Advisory#1398 · 2 sh | 2 | $906.00 | — | New |
| 1399 | Buck Wealth Strategies#1399 · 2 sh | 2 | $906.00 | <0.01% | New |
| 1400 | Tidemark#1400 · 2 sh | 2 | $906.00 | <0.01% | 0.0% |
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.