MOODYS CORP /DE/ (MCO) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,413
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | RWA WEALTH PARTNERS#701 · 2,421 sh | 2,421 | $1.1M | 0.01% | -0.3% |
| 702 | GeoWealth Management#702 · 2,414 sh | 2,414 | $1.1M | 0.03% | -7.2% |
| 703 | PROMETHIUM ADVISORS#703 · 2,402 sh | 2,402 | $1.1M | — | +0.5% |
| 704 | AXQ CAPITAL#704 · 2,391 sh | 2,391 | $1.1M | 0.12% | New |
| 705 | Meadowbrook Advisors Group#705 · 2,364 sh | 2,364 | $1.1M | 0.57% | -4.1% |
| 706 | SPINNAKER#706 · 2,340 sh | 2,340 | $1.1M | 0.05% | +27.2% |
| 707 | NOVEM GROUP#707 · 2,338 sh | 2,338 | $1.1M | — | +5.2% |
| 708 | Pallas Capital Advisors#708 · 2,302 sh | 2,302 | $1.0M | 0.03% | +20.3% |
| 709 | Brookstone Capital Management#709 · 2,291 sh | 2,291 | $1.0M | — | +9.3% |
| 710 | Benin Management#710 · 2,283 sh | 2,283 | $1.0M | — | 0.0% |
| 711 | Robertson Stephens Wealth Management#711 · 2,243 sh | 2,243 | $1.0M | — | -7.9% |
| 712 | Prime Capital Investment Advisors#712 · 2,224 sh | 2,224 | $1.0M | — | -8.6% |
| 713 | BLUEDOOR PRIVATE WEALTH#713 · 2,220 sh | 2,220 | $1.0M | 0.42% | +1.6% |
| 714 | Verdence Capital Advisors#714 · 2,218 sh | 2,218 | $1.0M | — | +10.5% |
| 715 | Triangle Securities Wealth Management#715 · 2,208 sh | 2,208 | $1.0M | — | +1.8% |
| 716 | Genus Capital Management#716 · 2,199 sh | 2,199 | $996.0K | 0.10% | -5.5% |
| 717 | Global Retirement Partners#717 · 2,198 sh | 2,198 | $995.6K | 0.02% | — |
| 718 | Premier Path Wealth Partners#718 · 2,152 sh | 2,152 | $974.6K | — | +10.4% |
| 719 | Institute for Wealth Management#719 · 2,146 sh | 2,146 | $972.0K | 0.09% | -2.5% |
| 720 | OKABENA INVESTMENT SERVICES#720 · 2,143 sh | 2,143 | $970.6K | 0.17% | +5.8% |
| 721 | Prospera Financial Services#721 · 2,141 sh | 2,141 | $970.0K | 0.01% | +9.7% |
| 722 | Sterling Capital Management#722 · 2,127 sh | 2,127 | $963.4K | — | -79.5% |
| 723 | PINNACLE ASSOCIATES LTD#723 · 2,126 sh | 2,126 | $962.9K | — | +148.4% |
| 724 | Simplicity Wealth#724 · 2,118 sh | 2,118 | $959.4K | — | +6.1% |
| 725 | Westbourne Investment Advisors#725 · 2,086 sh | 2,086 | $944.8K | — | -2.3% |
| 726 | OneDigital Investment Advisors#726 · 2,070 sh | 2,070 | $937.7K | <0.01% | +75.9% |
| 727 | Waldron Private Wealth#727 · 2,069 sh | 2,069 | $937.1K | 0.03% | 0.0% |
| 728 | STABLEFORD CAPITAL II#728 · 2,054 sh | 2,054 | $930.3K | — | -1.2% |
| 729 | WHITTIER#729 · 1,863 sh | 1,863 | $929.2K | <0.01% | -0.5% |
| 730 | Frec Markets#730 · 2,043 sh | 2,043 | $925.3K | 0.08% | +88.1% |
| 731 | MGO ONE SEVEN#731 · 2,033 sh | 2,033 | $920.6K | 0.02% | +24.0% |
| 732 | TIAA Wealth Investment Management#732 · 2,029 sh | 2,029 | $919.0K | <0.01% | -1.0% |
| 733 | Reflection Asset Management#733 · 2,024 sh | 2,024 | $916.7K | 0.43% | -5.6% |
| 734 | NATIXIS#734 · 2,013 sh | 2,013 | $911.7K | <0.01% | -95.9% |
| 735 | Optimize Financial#735 · 2,012 sh | 2,012 | $911.3K | 0.16% | +99.4% |
| 736 | Belpointe Asset Management#736 · 2,006 sh | 2,006 | $908.6K | 0.03% | +3.0% |
| 737 | Enhancing Capital#737 · 2,000 sh | 2,000 | $905.8K | — | 0.0% |
| 738 | STONEBRIDGE CAPITAL MANAGEMENT#738 · 2,000 sh | 2,000 | $905.8K | 0.44% | 0.0% |
| 739 | Circle Wealth Management#739 · 1,985 sh | 1,985 | $899.0K | 0.01% | -0.4% |
| 740 | MISSION WEALTH MANAGEMENT#740 · 1,959 sh | 1,959 | $887.3K | — | +94.5% |
| 741 | Cornerstone Planning Group#741 · 1,806 sh | 1,806 | $884.6K | — | +0.1% |
| 742 | Bull Harbor Capital#742 · 1,940 sh | 1,940 | $878.7K | 0.17% | +53.7% |
| 743 | Aaron Wealth Advisors#743 · 1,927 sh | 1,927 | $872.8K | — | +4.3% |
| 744 | Goelzer Investment Management#744 · 1,926 sh | 1,926 | $872.3K | — | -5.0% |
| 745 | Larson Financial Group#745 · 1,915 sh | 1,915 | $867.3K | 0.02% | +204.9% |
| 746 | LVW Advisors#746 · 1,914 sh | 1,914 | $866.9K | — | -3.7% |
| 747 | HARRIS ASSOCIATES L P#747 · 1,905 sh | 1,905 | $862.8K | <0.01% | 0.0% |
| 748 | ASHTON THOMAS SECURITIES#748 · 1,840 sh | 1,840 | $861.0K | — | +15.1% |
| 749 | Tricadia Capital Management#749 · 1,900 sh | 1,900 | $860.5K | 0.53% | New |
| 750 | Cache Advisors#750 · 1,900 sh | 1,900 | $860.5K | — | 0.0% |
| 751 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#751 · 1,878 sh | 1,878 | $850.6K | — | -0.7% |
| 752 | FISHMAN JAY A LTD#752 · 1,875 sh | 1,875 | $849.2K | — | 0.0% |
| 753 | Sivia Capital Partners#753 · 1,869 sh | 1,869 | $846.5K | 0.10% | New |
| 754 | WALTER & KEENAN WEALTH MANAGEMENT /IN#754 · 1,867 sh | 1,867 | $845.6K | 0.21% | +0.3% |
| 755 | Reynders McVeigh Capital Management#755 · 1,866 sh | 1,866 | $845.0K | 0.04% | 0.0% |
| 756 | Asset Management Group#756 · 1,862 sh | 1,862 | $843.3K | 0.12% | 0.0% |
| 757 | Choate Investment Advisors#757 · 1,858 sh | 1,858 | $841.5K | 0.01% | 0.0% |
| 758 | Fifth Third Wealth Advisors#758 · 1,812 sh | 1,812 | $820.7K | — | -2.2% |
| 759 | SkyView Investment Advisors#759 · 1,800 sh | 1,800 | $815.0K | 0.64% | +73.7% |
| 760 | High Net Worth Advisory Group#760 · 1,740 sh | 1,740 | $788.1K | — | 0.0% |
| 761 | Cynosure Management#761 · 1,720 sh | 1,720 | $779.0K | 0.12% | 0.0% |
| 762 | CenterBook Partners#762 · 1,717 sh | 1,717 | $777.7K | 0.04% | -45.5% |
| 763 | DARA CAPITAL US#763 · 1,717 sh | 1,717 | $777.7K | 0.54% | +19.4% |
| 764 | Golden Reserve Retirement#764 · 1,710 sh | 1,710 | $774.5K | 0.12% | +100.7% |
| 765 | WESTPAC BANKING#765 · 1,708 sh | 1,708 | $773.6K | 0.05% | +31.7% |
| 766 | Asset Management#766 · 1,704 sh | 1,704 | $771.8K | 0.05% | -1.6% |
| 767 | Third View Private Wealth#767 · 1,691 sh | 1,691 | $765.9K | 0.09% | +45.9% |
| 768 | PATRIOT INVESTMENT MANAGEMENT GROUP#768 · 1,689 sh | 1,689 | $765.0K | — | 0.0% |
| 769 | ALESCO ADVISORS#769 · 1,682 sh | 1,682 | $761.8K | 0.02% | -35.9% |
| 770 | Sowell Financial Services#770 · 1,681 sh | 1,681 | $761.5K | — | +7.6% |
| 771 | Matrix#771 · 1,680 sh | 1,680 | $761.0K | — | +21.7% |
| 772 | PICTON MAHONEY ASSET MANAGEMENT#772 · 1,680 sh | 1,680 | $760.9K | <0.01% | -96.7% |
| 773 | DEARBORN PARTNERS#773 · 1,741 sh | 1,741 | $759.5K | 0.04% | 0.0% |
| 774 | Prosperity Consulting Group#774 · 1,673 sh | 1,673 | $757.7K | 0.03% | +22.5% |
| 775 | Baker Avenue Asset Management#775 · 1,661 sh | 1,661 | $752.5K | 0.01% | +35.5% |
| 776 | Sound View Wealth Advisors Group#776 · 1,660 sh | 1,660 | $751.8K | 0.05% | -0.3% |
| 777 | Crestmont Private Wealth#777 · 1,654 sh | 1,654 | $749.1K | 0.21% | -1.7% |
| 778 | DAVIDSON#778 · 1,641 sh | 1,641 | $743.2K | — | 0.0% |
| 779 | GUARDIAN CAPITAL#779 · 1,629 sh | 1,629 | $737.8K | 0.02% | -74.1% |
| 780 | Lineweaver Wealth Advisors#780 · 1,608 sh | 1,608 | $728.3K | — | +1.3% |
| 781 | Castle Rock Wealth Management#781 · 1,549 sh | 1,549 | $725.5K | — | -0.3% |
| 782 | GKV Capital Management#782 · 1,600 sh | 1,600 | $724.7K | 0.23% | -11.1% |
| 783 | O'Connor Alternative Investments#783 · 1,600 sh | 1,600 | $724.7K | 0.05% | New |
| 784 | Savvy Advisors#784 · 1,598 sh | 1,598 | $723.9K | 0.02% | -2.2% |
| 785 | RMB Capital Management#785 · 1,591 sh | 1,591 | $720.6K | 0.01% | -3.2% |
| 786 | Accurate Wealth Management#786 · 1,479 sh | 1,479 | $720.5K | — | +17.4% |
| 787 | Meridian Wealth Management#787 · 1,579 sh | 1,579 | $715.0K | 0.02% | +14.7% |
| 788 | World Investment Advisors#788 · 1,597 sh | 1,597 | $711.5K | 0.01% | -3.4% |
| 789 | Baron Wealth Management#789 · 1,557 sh | 1,557 | $705.4K | 0.18% | +31.9% |
| 790 | Addison Capital#790 · 1,550 sh | 1,550 | $702.0K | 0.12% | 0.0% |
| 791 | Crestwood Advisors Group#791 · 1,525 sh | 1,525 | $690.9K | 0.01% | +11.5% |
| 792 | Proficio Capital Partners#792 · 1,518 sh | 1,518 | $687.5K | 0.02% | New |
| 793 | INVESCO#793 · 1,512 sh | 1,512 | $684.8K | — | +1.7% |
| 794 | OF VERMONT#794 · 1,509 sh | 1,509 | $683.5K | — | — |
| 795 | Ascent Group#795 · 1,505 sh | 1,505 | $681.9K | 0.02% | +5.2% |
| 796 | Borer Denton & Associates#796 · 1,505 sh | 1,505 | $681.6K | 0.22% | 0.0% |
| 797 | Chou Associates Management#797 · 1,500 sh | 1,500 | $679.4K | 0.31% | 0.0% |
| 798 | Wellington Grp#798 · 1,553 sh | 1,553 | $677.5K | 0.21% | 0.0% |
| 799 | Evercore Wealth Management#799 · 1,489 sh | 1,489 | $674.4K | <0.01% | 0.0% |
| 800 | Concurrent Investment Advisors#800 · 1,481 sh | 1,481 | $671.0K | — | +6.5% |
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.