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Who Owns Moody's Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Moody's Corp.

Who crossed 5% of MCO →
Managers holding
50
as of 2026-09-30
Reported value
$215.9M
summed across filings
Shares held
475.4K
Added vs trimmed
15 / 14
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CONGRESS ASSET MANAGEMENT COCOM195.1K shtrimmed$88.6M
ARMSTRONG HENRY H ASSOCIATES INCCOM146.2K shadded$66.4M
Mn Services Vermogensbeheer B.V.COM44.3K shadded$20.1M
Lincoln Capital LLCCOM10.7K shtrimmed$4.8M
VISTA INVESTMENT PARTNERS LLCCOM9.5K shtrimmed$4.3M
CENTRAL BANK & TRUST COEquities9.4K shtrimmed$4.3M
Farther Finance Advisors, LLCStock8.3K shadded$3.7M
SACKS & ASSOCIATES, LLCCOM7.2K shheld$3.3M
Applied Capital LLC/FLCOM5.6K shtrimmed$2.5M
Bell Asset Management LtdCOM3.7K shtrimmed$1.7M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM3.5K shadded$1.6M
GAMMA Investing LLCCommon Stock3K shadded$1.3M
RIVERSEDGE ADVISORS, LLCCOM2.8K shadded$1.3M
Wedmont Private CapitalCOM2.7K shadded$1.2M
General Partner, Inc.CL2.5K shtrimmed$1.2M
STABLEFORD CAPITAL II LLCCOM2K shtrimmed$930.5K
Matrix Trust CoCOM1.7K shadded$775K
DAVIDSON TRUST COEquities1.6K shheld$745.2K
Castle Rock Wealth Management, LLCCOM1.5K shheld$700.6K
Legacy Wealth Asset Management, LLCCOM1.4K shadded$616.3K
Everhart Financial Group, Inc.COM1.1K shtrimmed$506.4K
Valeo Financial Advisors, LLCStock1.1K shadded$499.3K
Avidian Wealth Enterprises, LLCCOM1.1K shadded$498.6K
Legacy Private Trust Co.COM1.1K shheld$476.8K
Canandaigua National Trust Co of FloridaCom877 shheld$398.3K
AMERICAN NATIONAL BANK & TRUSTCOM818 shheld$371.5K
Castleview Partners, LLCCOM773 shtrimmed$351K
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM742 shheld$337K
Apella Capital, LLCCOM706 sh—$317.5K
CYPRESS ASSET MANAGEMENT INC/TXCOM639 shheld$290.2K
Fenimore Asset Management IncCOM592 shheld$268.8K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM545 shtrimmed$247.5K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock507 shtrimmed$230.2K
Hamilton Capital, LLCCOM446 shadded$202.5K
Grove Bank & TrustCOM444 shheld$201.6K
CoreCap Advisors, LLCStock395 shadded$179.4K
EASTERN BANKCOM274 shtrimmed$124.4K
Quintet Private Bank (Europe) S.A.COM250 shheld$113.5K
Acropolis Investment Management, LLCCOM231 sh—$104.9K
Wealth Enhancement Trust Services, Inc.COM102 shheld$46.3K
Byrne Asset Management LLCCOM40 sh—$17.9K
ELEVATION WEALTH PARTNERS, LLCCOM35 shtrimmed$15.9K
Marquette Asset Management, LLCCOM19 shheld$8.6K
Rosenberg Matthew HamiltonStock12 shheld$5.5K
Davis Capital ManagementStock7 shadded$3.2K
TOTH FINANCIAL ADVISORY CORPCOM7 shadded$3.2K
ARMSTRONG ADVISORY GROUP, INCCOM6 sh—$2.7K
Retirement Wealth Solutions LLCCOM5 sh—$2.3K
Pacifica Partners Inc.COM5 shheld$2.2K
Trust CoStock1 shheld$454

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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