MOODYS CORP /DE/ (MCO) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,413
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | PERSONAL CFO SOLUTIONS#801 · 1,468 sh | 1,468 | $665.0K | 0.10% | -3.5% |
| 802 | BARTLETT & WEALTH MANAGEMENT#802 · 1,468 sh | 1,468 | $664.9K | <0.01% | +0.4% |
| 803 | BRAVE ASSET MANAGEMENT#803 · 1,463 sh | 1,463 | $662.6K | 0.14% | 0.0% |
| 804 | Van Hulzen Asset Management#804 · 1,461 sh | 1,461 | $661.7K | 0.05% | +46.8% |
| 805 | BOSTON FAMILY OFFICE#805 · 1,454 sh | 1,454 | $659.0K | 0.04% | 0.0% |
| 806 | New Republic Capital#806 · 1,450 sh | 1,450 | $656.5K | 0.15% | +66.5% |
| 807 | Ellevest#807 · 1,451 sh | 1,451 | $653.6K | 0.08% | +27.8% |
| 808 | 71 West Capital Partners#808 · 1,442 sh | 1,442 | $653.1K | 0.02% | +67.9% |
| 809 | Hilltop National Bank#809 · 1,431 sh | 1,431 | $648.1K | — | -1.4% |
| 810 | Empower Advisory Group#810 · 1,430 sh | 1,430 | $647.7K | <0.01% | +0.4% |
| 811 | J2 Capital Management#811 · 1,427 sh | 1,427 | $646.3K | — | +46.7% |
| 812 | EVERGREEN CAPITAL MANAGEMENT#812 · 1,405 sh | 1,405 | $636.4K | — | -52.0% |
| 813 | ASSETMARK#813 · 1,405 sh | 1,405 | $636.3K | — | -14.5% |
| 814 | Argyle Capital Management#814 · 1,400 sh | 1,400 | $634.1K | 0.18% | 0.0% |
| 815 | E Fund Management , Ltd.#815 · 1,394 sh | 1,394 | $631.4K | 0.01% | +154.8% |
| 816 | CIGNA INVESTMENTS#816 · 1,381 sh | 1,381 | $626.0K | — | -7.7% |
| 817 | J.W. COLE ADVISORS#817 · 1,380 sh | 1,380 | $625.2K | 0.01% | New |
| 818 | LGT Fund Management Ltd.#818 · 1,375 sh | 1,375 | $622.8K | 0.03% | -37.9% |
| 819 | DeDora Capital#819 · 1,374 sh | 1,374 | $622.3K | — | -0.1% |
| 820 | Sentry#820 · 1,374 sh | 1,374 | $622.3K | 0.17% | 0.0% |
| 821 | Argent#821 · 1,373 sh | 1,373 | $621.9K | 0.02% | -9.9% |
| 822 | Qsemble Capital Management#822 · 1,368 sh | 1,368 | $619.6K | 0.08% | New |
| 823 | PCM Encore#823 · 1,367 sh | 1,367 | $619.2K | 0.11% | -2.6% |
| 824 | Fortis Capital Management#824 · 1,365 sh | 1,365 | $618.1K | 0.07% | +2.2% |
| 825 | AZZAD ASSET MANAGEMENT#825 · 1,364 sh | 1,364 | $617.8K | 0.05% | -3.4% |
| 826 | Fiduciary Alliance#826 · 1,358 sh | 1,358 | $615.2K | — | -9.9% |
| 827 | BW Gestao de Investimentos Ltda.#827 · 1,354 sh | 1,354 | $613.3K | 0.01% | +151.2% |
| 828 | Diversify Advisory Services#828 · 1,245 sh | 1,245 | $605.0K | — | +157.2% |
| 829 | DIVERSIFY WEALTH MANAGEMENT#829 · 1,245 sh | 1,245 | $605.0K | — | -2.6% |
| 830 | EverSource Wealth Advisors#830 · 1,325 sh | 1,325 | $600.0K | 0.02% | -72.0% |
| 831 | TCG Advisory Services#831 · 1,324 sh | 1,324 | $599.6K | 0.01% | +55.6% |
| 832 | Vann Equity Management#832 · 1,320 sh | 1,320 | $597.7K | — | +7.7% |
| 833 | Kera Capital Partners#833 · 1,319 sh | 1,319 | $597.4K | 0.06% | +22.5% |
| 834 | PANAGORA ASSET MANAGEMENT#834 · 1,310 sh | 1,310 | $593.3K | <0.01% | 0.0% |
| 835 | PROFUND ADVISORS#835 · 1,308 sh | 1,308 | $592.4K | 0.02% | -4.5% |
| 836 | Cambria Investment Management, L.P.#836 · 1,295 sh | 1,295 | $586.5K | 0.03% | New |
| 837 | DDD Partners#837 · 1,295 sh | 1,295 | $586.5K | 0.04% | -0.1% |
| 838 | Sagewood Asset Management#838 · 1,294 sh | 1,294 | $586.1K | 0.13% | +26.7% |
| 839 | Ameritas Investment Partners#839 · 1,289 sh | 1,289 | $583.8K | 0.02% | -6.1% |
| 840 | Edgestream Partners, L.P.#840 · 1,289 sh | 1,289 | $583.8K | 0.02% | -86.0% |
| 841 | Ashton Thomas Private Wealth#841 · 1,289 sh | 1,289 | $583.8K | 0.01% | +23.2% |
| 842 | Dorsey & Whitney#842 · 1,283 sh | 1,283 | $581.1K | 0.03% | -2.2% |
| 843 | Drake & Associates#843 · 1,280 sh | 1,280 | $579.7K | 0.10% | -42.5% |
| 844 | Legacy Wealth Asset Management#844 · 1,278 sh | 1,278 | $578.8K | — | +1.2% |
| 845 | Palisades Hudson Asset Management, L.P.#845 · 1,258 sh | 1,258 | $570.0K | 0.20% | 0.0% |
| 846 | Checchi Capital Advisers#846 · 1,257 sh | 1,257 | $569.3K | 0.03% | -0.2% |
| 847 | DIMENSION CAPITAL MANAGEMENT#847 · 1,249 sh | 1,249 | $565.7K | 0.07% | +25.5% |
| 848 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#848 · 1,194 sh | 1,194 | $559.2K | 0.03% | +0.5% |
| 849 | Kingsview Wealth Management#849 · 1,231 sh | 1,231 | $557.6K | <0.01% | -12.1% |
| 850 | Cyndeo Wealth Partners#850 · 1,227 sh | 1,227 | $555.8K | — | -5.5% |
| 851 | Maple Capital Management#851 · 1,225 sh | 1,225 | $554.8K | 0.03% | 0.0% |
| 852 | Mayfair Advisory Group#852 · 1,171 sh | 1,171 | $552.1K | — | -0.1% |
| 853 | MATHER GROUP#853 · 1,214 sh | 1,214 | $550.0K | — | +9.1% |
| 854 | DODGE & COX#854 · 1,213 sh | 1,213 | $549.4K | <0.01% | 0.0% |
| 855 | Cross Staff Investments#855 · 1,213 sh | 1,213 | $549.3K | — | +0.1% |
| 856 | LEVIN CAPITAL STRATEGIES, L.P.#856 · 1,200 sh | 1,200 | $543.5K | 0.04% | 0.0% |
| 857 | FAYEZ SAROFIM#857 · 1,200 sh | 1,200 | $543.5K | <0.01% | 0.0% |
| 858 | London & Capital Asset Management Ltd#858 · 1,199 sh | 1,199 | $543.4K | <0.01% | -5.7% |
| 859 | Lansing Street Advisors#859 · 1,193 sh | 1,193 | $540.3K | 0.11% | -0.5% |
| 860 | Fidelis Capital Partners#860 · 1,192 sh | 1,192 | $539.9K | 0.03% | +4.2% |
| 861 | Legacy Financial Advisors#861 · 1,183 sh | 1,183 | $535.8K | 0.07% | +5.4% |
| 862 | FIRST HORIZON NATIONAL#862 · 1,181 sh | 1,181 | $534.9K | — | -0.2% |
| 863 | Legacy Capital Wealth Partners#863 · 1,167 sh | 1,167 | $528.6K | — | +0.7% |
| 864 | SPIREPOINT PRIVATE CLIENT#864 · 1,164 sh | 1,164 | $527.3K | 0.04% | -1.2% |
| 865 | Mutual Advisors#865 · 1,161 sh | 1,161 | $525.9K | <0.01% | +2.7% |
| 866 | PDS Planning#866 · 1,161 sh | 1,161 | $525.8K | 0.03% | -5.5% |
| 867 | CAPSTONE INVESTMENT ADVISORS#867 · 1,155 sh | 1,155 | $523.1K | <0.01% | New |
| 868 | CX Institutional#868 · 1,145 sh | 1,145 | $519.0K | — | +3.4% |
| 869 | PATTON ALBERTSON MILLER GROUP#869 · 1,143 sh | 1,143 | $517.7K | — | 0.0% |
| 870 | Everhart Financial Group#870 · 1,143 sh | 1,143 | $517.7K | — | -20.1% |
| 871 | Blue Edge Capital#871 · 1,135 sh | 1,135 | $514.1K | 0.06% | -8.9% |
| 872 | Winslow Capital Management#872 · 1,132 sh | 1,132 | $512.7K | <0.01% | -20.6% |
| 873 | Turtle Creek Wealth Advisors#873 · 1,128 sh | 1,128 | $510.9K | — | -0.8% |
| 874 | Bridgewater Advisors#874 · 1,045 sh | 1,045 | $504.9K | 0.03% | -1.8% |
| 875 | SEEDS INVESTOR#875 · 1,111 sh | 1,111 | $503.4K | 0.05% | -16.0% |
| 876 | FIDUCIARY FAMILY OFFICE#876 · 1,108 sh | 1,108 | $501.8K | 0.13% | -30.7% |
| 877 | EVOLVE PRIVATE WEALTH#877 · 1,104 sh | 1,104 | $500.2K | 0.03% | +13.6% |
| 878 | WILKINS INVESTMENT COUNSEL#878 · 1,100 sh | 1,100 | $498.2K | 0.07% | 0.0% |
| 879 | INCEPTIONR#879 · 1,098 sh | 1,098 | $497.3K | 0.12% | New |
| 880 | Abacus Planning Group#880 · 1,096 sh | 1,096 | $496.4K | 0.06% | -5.1% |
| 881 | Aptus Capital Advisors#881 · 1,094 sh | 1,094 | $495.5K | <0.01% | +11.1% |
| 882 | Engineers Gate Manager#882 · 1,084 sh | 1,084 | $491.0K | <0.01% | -34.9% |
| 883 | Regal Investment Advisors#883 · 1,084 sh | 1,084 | $490.9K | 0.03% | New |
| 884 | Livforsakringsbolaget Skandia, Omsesidigt#884 · 1,080 sh | 1,080 | $489.2K | — | -15.6% |
| 885 | Diversified#885 · 1,077 sh | 1,077 | $487.8K | <0.01% | -69.4% |
| 886 | RDA Financial Network#886 · 1,075 sh | 1,075 | $486.7K | — | +5.3% |
| 887 | Legato Capital Management#887 · 1,068 sh | 1,068 | $483.7K | 0.04% | -63.6% |
| 888 | Sepio Capital#888 · 1,062 sh | 1,062 | $480.8K | — | -4.3% |
| 889 | BEESE FULMER INVESTMENT MANAGEMENT#889 · 1,053 sh | 1,053 | $476.9K | — | +33.8% |
| 890 | Pinnacle Wealth Planning Services#890 · 1,051 sh | 1,051 | $476.0K | 0.05% | -0.4% |
| 891 | Aster Capital Management (DIFC) Ltd#891 · 1,051 sh | 1,051 | $476.0K | 0.10% | New |
| 892 | Legacy Private#892 · 1,050 sh | 1,050 | $475.6K | — | -7.9% |
| 893 | West Family Investments#893 · 1,049 sh | 1,049 | $475.1K | 0.14% | +51.8% |
| 894 | Aviso Financial#894 · 1,049 sh | 1,049 | $475.1K | 0.02% | +1.4% |
| 895 | HOWLAND CAPITAL MANAGEMENT#895 · 1,046 sh | 1,046 | $473.8K | — | +0.1% |
| 896 | MONECO Advisors#896 · 1,044 sh | 1,044 | $472.9K | 0.03% | +5.8% |
| 897 | Polymer Capital Management (US)#897 · 1,040 sh | 1,040 | $471.0K | 0.06% | -72.7% |
| 898 | Heritage Family Offices, LLP#898 · 1,036 sh | 1,036 | $469.2K | 0.18% | -33.1% |
| 899 | Pacific Excel Wealth Advisors#899 · 1,036 sh | 1,036 | $469.2K | 0.18% | New |
| 900 | Stratos Wealth Advisors#900 · 1,034 sh | 1,034 | $468.3K | 0.03% | +0.1% |
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.