Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,449 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $77.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
11,203
shares
|
$5.63 Million
0.88% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
11,085
shares
|
$5.57 Million
0.15% of portfolio
|
Q1 2025
Added 88.26%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,074
shares
|
$5.56 Million
1.9% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
11,051
shares
|
$5.55 Million
0.94% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
11,048
shares
|
$5.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,992
shares
|
$5.52 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
10,889
shares
|
$5.47 Million
0.37% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
10,791
shares
|
$5.42 Million
0.16% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
10,720
shares
|
$5.39 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
10,696
shares
|
$5.37 Million
0.07% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
10,645
shares
|
$5.35 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Lansing Management LP
New York, NY |
May 15, 2025 Q1 2025 |
10,600
shares
|
$5.33 Million
4.87% of portfolio
|
Q1 2025
New holding
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,578
shares
|
$5.31 Million
1.14% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
10,550
shares
|
$5.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
10,457
shares
|
$5.25 Million
0.32% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
10,400
shares
|
$5.23 Million
0.02% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
10,274
shares
|
$5.16 Million
1.76% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
10,100
shares
|
$5.07 Million
0.21% of portfolio
|
Q2 2024
Reduced 14.41%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
10,092
shares
|
$5.07 Million
0.0% of portfolio
|
Q1 2025
Added 5979.52%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
10,091
shares
|
$5.07 Million
0.66% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Kp Management LLC
Edina, MN |
May 15, 2025 Q1 2025 |
10,000
shares
|
$5.02 Million
1.61% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
9,942
shares
|
$5 Million
0.67% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
9,920
shares
|
$4.98 Million
0.02% of portfolio
|
Q1 2025
Added 262.44%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
9,901
shares
|
$4.97 Million
0.27% of portfolio
|
Q4 2022
Added 307.78%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
9,807
shares
|
$4.93 Million
0.05% of portfolio
|
Q1 2025
Added 98.48%
|