MOODYS CORP /DE/ (MCO) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,413
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Great Lakes Retirement#601 · 4,109 sh | 4,109 | $1.9M | — | +7.1% |
| 602 | Essex Savings Bank#602 · 4,094 sh | 4,094 | $1.9M | — | +0.1% |
| 603 | Kentucky Retirement Systems Insurance Fund#603 · 4,072 sh | 4,072 | $1.8M | 0.11% | -0.5% |
| 604 | Greenland Capital Management#604 · 4,060 sh | 4,060 | $1.8M | 0.23% | -19.0% |
| 605 | Banco Santander, S.A.#605 · 4,049 sh | 4,049 | $1.8M | 0.01% | +4.4% |
| 606 | Walleye Capital#606 · 3,974 sh | 3,974 | $1.8M | <0.01% | +740.2% |
| 607 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#607 · 3,971 sh | 3,971 | $1.8M | <0.01% | -13.4% |
| 608 | Crewe Advisors#608 · 3,957 sh | 3,957 | $1.8M | 0.13% | -14.5% |
| 609 | Texas Yale Capital#609 · 3,944 sh | 3,944 | $1.8M | 0.04% | 0.0% |
| 610 | Compass Wealth Management#610 · 3,934 sh | 3,934 | $1.8M | — | New |
| 611 | OSSIAM#611 · 3,934 sh | 3,934 | $1.8M | 0.02% | New |
| 612 | Integrated Wealth Concepts#612 · 3,925 sh | 3,925 | $1.8M | <0.01% | +48.7% |
| 613 | KORNITZER CAPITAL MANAGEMENT#613 · 3,895 sh | 3,895 | $1.8M | 0.04% | -71.1% |
| 614 | MASTERINVEST Kapitalanlage GmbH#614 · 3,882 sh | 3,882 | $1.8M | 0.15% | +49.7% |
| 615 | LORD, ABBETT#615 · 3,880 sh | 3,880 | $1.8M | <0.01% | +147.9% |
| 616 | Weiss Asset Management#616 · 3,864 sh | 3,864 | $1.8M | 0.02% | New |
| 617 | QUADRANT CAPITAL GROUP#617 · 3,863 sh | 3,863 | $1.7M | — | -57.8% |
| 618 | Johnson Financial Group#618 · 3,851 sh | 3,851 | $1.7M | 0.09% | New |
| 619 | Monte Financial Group#619 · 3,619 sh | 3,619 | $1.7M | 0.55% | +2.0% |
| 620 | V-Square Quantitative Management#620 · 3,802 sh | 3,802 | $1.7M | — | +16.1% |
| 621 | TOBAM#621 · 3,797 sh | 3,797 | $1.7M | 0.42% | +17.4% |
| 622 | iA Global Asset Management#622 · 3,739 sh | 3,739 | $1.7M | 0.02% | -52.2% |
| 623 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#623 · 3,709 sh | 3,709 | $1.7M | <0.01% | -1.6% |
| 624 | Callan Family Office#624 · 3,692 sh | 3,692 | $1.7M | 0.03% | -32.1% |
| 625 | Long Road Investment Counsel#625 · 3,679 sh | 3,679 | $1.7M | 0.61% | 0.0% |
| 626 | Seilern Investment Management Ltd#626 · 3,630 sh | 3,630 | $1.6M | — | -23.3% |
| 627 | Aft, Forsyth & Sober#627 · 3,725 sh | 3,725 | $1.6M | 0.51% | 0.0% |
| 628 | Applied Finance Capital Management#628 · 3,572 sh | 3,572 | $1.6M | 0.12% | +23.0% |
| 629 | OFI INVEST ASSET MANAGEMENT#629 · 3,670 sh | 3,670 | $1.6M | 0.02% | +11.8% |
| 630 | Advisory Alpha#630 · 3,547 sh | 3,547 | $1.6M | 0.04% | +13.3% |
| 631 | PRUDENTIAL PLC#631 · 3,530 sh | 3,530 | $1.6M | <0.01% | 0.0% |
| 632 | Focus Partners Advisor Solutions#632 · 3,499 sh | 3,499 | $1.6M | 0.01% | +63.2% |
| 633 | Knollwood Investment Advisory#633 · 3,497 sh | 3,497 | $1.6M | 0.14% | 0.0% |
| 634 | SAGE RHINO CAPITAL#634 · 3,492 sh | 3,492 | $1.6M | 0.26% | +7.7% |
| 635 | FERGUSON WELLMAN CAPITAL MANAGEMENT#635 · 3,459 sh | 3,459 | $1.6M | — | -8.5% |
| 636 | BlueSpruce Investments#636 · 3,418 sh | 3,418 | $1.5M | 0.24% | New |
| 637 | William Allan#637 · 3,411 sh | 3,411 | $1.5M | — | +12.3% |
| 638 | Greenline Partners#638 · 3,405 sh | 3,405 | $1.5M | 0.16% | New |
| 639 | Venturi Wealth Management#639 · 3,405 sh | 3,405 | $1.5M | 0.06% | +1.2% |
| 640 | PRAXIS INVESTMENT MANAGEMENT#640 · 3,375 sh | 3,375 | $1.5M | 0.08% | 0.0% |
| 641 | Waverly Advisors#641 · 3,336 sh | 3,336 | $1.5M | <0.01% | +4.5% |
| 642 | HM PAYSON#642 · 3,326 sh | 3,326 | $1.5M | 0.02% | 0.0% |
| 643 | Smartleaf Asset Management#643 · 3,300 sh | 3,300 | $1.5M | 0.05% | 0.0% |
| 644 | Cypress Capital Group#644 · 3,298 sh | 3,298 | $1.5M | 0.14% | +8.7% |
| 645 | Stamos Capital Partners, L.P.#645 · 3,295 sh | 3,295 | $1.5M | 0.23% | +2.9% |
| 646 | Marshall Financial Group#646 · 3,272 sh | 3,272 | $1.5M | 0.22% | -0.5% |
| 647 | COLDSTREAM CAPITAL MANAGEMENT#647 · 3,260 sh | 3,260 | $1.5M | 0.02% | -1.5% |
| 648 | MATTERN CAPITAL MANAGEMENT#648 · 3,166 sh | 3,166 | $1.4M | 0.17% | +23.6% |
| 649 | BRIDGES INVESTMENT MANAGEMENT#649 · 3,158 sh | 3,158 | $1.4M | 0.02% | 0.0% |
| 650 | Intesa Sanpaolo S.p.A.#650 · 3,150 sh | 3,150 | $1.4M | 0.05% | +49.4% |
| 651 | Round Hill Asset Management#651 · 3,149 sh | 3,149 | $1.4M | 0.90% | 0.0% |
| 652 | Westerkirk Capital#652 · 3,145 sh | 3,145 | $1.4M | 0.14% | 0.0% |
| 653 | Mystic Asset Management#653 · 3,116 sh | 3,116 | $1.4M | — | 0.0% |
| 654 | CENTRAL#654 · 3,114 sh | 3,114 | $1.4M | 0.03% | -5.5% |
| 655 | BALLAST ADVISORS#655 · 3,113 sh | 3,113 | $1.4M | 0.34% | -0.7% |
| 656 | Ironwood Investment Counsel#656 · 3,109 sh | 3,109 | $1.4M | 0.18% | 0.0% |
| 657 | MEITAV INVESTMENT HOUSE LTD#657 · 3,105 sh | 3,105 | $1.4M | <0.01% | New |
| 658 | PARK AVENUE SECURITIES#658 · 3,103 sh | 3,103 | $1.4M | — | -1.2% |
| 659 | PRINCIPAL SECURITIES#659 · 3,098 sh | 3,098 | $1.4M | 0.02% | -4.4% |
| 660 | Summit Financial#660 · 3,088 sh | 3,088 | $1.4M | 0.02% | +16.0% |
| 661 | UNIVEST FINANCIAL#661 · 3,079 sh | 3,079 | $1.4M | 0.07% | +8.0% |
| 662 | EQUITABLE#662 · 3,070 sh | 3,070 | $1.4M | — | -0.3% |
| 663 | Frank, Rimerman Advisors#663 · 3,049 sh | 3,049 | $1.4M | — | +0.4% |
| 664 | SYON CAPITAL#664 · 3,011 sh | 3,011 | $1.4M | 0.06% | -8.9% |
| 665 | GREAT VALLEY ADVISOR GROUP#665 · 3,004 sh | 3,004 | $1.4M | 0.02% | +261.5% |
| 666 | Advisory Services Network#666 · 3,001 sh | 3,001 | $1.4M | 0.02% | +6.0% |
| 667 | Black Swift Group#667 · 3,000 sh | 3,000 | $1.4M | 0.20% | New |
| 668 | Krilogy Financial#668 · 2,999 sh | 2,999 | $1.4M | — | +36.2% |
| 669 | BRIGHTON JONES#669 · 2,979 sh | 2,979 | $1.3M | 0.03% | +49.4% |
| 670 | Voleon Capital Management#670 · 2,973 sh | 2,973 | $1.3M | 0.02% | -77.3% |
| 671 | Tower Research Capital (TRC)#671 · 2,926 sh | 2,926 | $1.3M | 0.03% | +27.1% |
| 672 | Accretive Wealth Partners#672 · 2,903 sh | 2,903 | $1.3M | 0.32% | +2.5% |
| 673 | Fisher Asset Management#673 · 2,881 sh | 2,881 | $1.3M | <0.01% | +56.0% |
| 674 | LMR Partners LLP#674 · 2,856 sh | 2,856 | $1.3M | <0.01% | New |
| 675 | General Partner#675 · 2,845 sh | 2,845 | $1.3M | — | -8.1% |
| 676 | Wedmont Private Capital#676 · 2,630 sh | 2,630 | $1.3M | — | +2.1% |
| 677 | EVERMAY WEALTH MANAGEMENT#677 · 2,768 sh | 2,768 | $1.3M | 0.13% | +0.9% |
| 678 | RIVERSEDGE ADVISORS#678 · 2,760 sh | 2,760 | $1.3M | — | +16.6% |
| 679 | Atlanta Consulting Group Advisors#679 · 2,752 sh | 2,752 | $1.2M | 0.20% | +314.5% |
| 680 | Independent Advisor Alliance#680 · 2,706 sh | 2,706 | $1.2M | 0.03% | +5.7% |
| 681 | HighVista Strategies#681 · 2,670 sh | 2,670 | $1.2M | 0.28% | New |
| 682 | Leonteq Securities AG#682 · 2,665 sh | 2,665 | $1.2M | 0.04% | -14.1% |
| 683 | Smithfield#683 · 2,667 sh | 2,667 | $1.2M | 0.05% | 0.0% |
| 684 | Hills Bank#684 · 2,629 sh | 2,629 | $1.2M | 0.05% | -1.2% |
| 685 | Allworth Financial#685 · 2,614 sh | 2,614 | $1.2M | <0.01% | +32.2% |
| 686 | Compagnie Lombard Odier SCmA#686 · 2,600 sh | 2,600 | $1.2M | 0.01% | +4.0% |
| 687 | Redmond Asset Management#687 · 2,599 sh | 2,599 | $1.2M | 0.29% | +4.0% |
| 688 | Quantitative Investment Management#688 · 2,589 sh | 2,589 | $1.2M | 0.13% | -36.3% |
| 689 | Redwood Investment Management#689 · 2,577 sh | 2,577 | $1.2M | 0.12% | New |
| 690 | Intesa Sanpaolo Wealth Management#690 · 2,567 sh | 2,567 | $1.2M | 0.23% | +2.9% |
| 691 | Key FInancial#691 · 2,564 sh | 2,564 | $1.2M | 0.19% | 0.0% |
| 692 | Washington Advisors#692 · 2,564 sh | 2,564 | $1.2M | — | +0.2% |
| 693 | TCW GROUP#693 · 2,543 sh | 2,543 | $1.2M | <0.01% | -0.9% |
| 694 | Anchor Investment Management#694 · 2,538 sh | 2,538 | $1.1M | 0.09% | 0.0% |
| 695 | Smart Money Group#695 · 2,499 sh | 2,499 | $1.1M | 0.29% | +7.8% |
| 696 | AlTi Global#696 · 2,487 sh | 2,487 | $1.1M | 0.02% | +35.6% |
| 697 | Compound Planning#697 · 2,443 sh | 2,443 | $1.1M | 0.03% | +4.8% |
| 698 | HANTZ FINANCIAL SERVICES#698 · 2,436 sh | 2,436 | $1.1M | 0.01% | -3.3% |
| 699 | SAGESPRING WEALTH PARTNERS#699 · 2,428 sh | 2,428 | $1.1M | — | +23.9% |
| 700 | GAMMA Investing#700 · 2,422 sh | 2,422 | $1.1M | — | +12.1% |
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.