Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,453 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 $79.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,265
shares
|
$2.7 Million
0.03% of portfolio
|
Q4 2022
Reduced 0.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,242
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Added 41.18%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
5,188
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,148
shares
|
$2.64 Million
0.05% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
5,125
shares
|
$2.63 Million
0.16% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,110
shares
|
$2.62 Million
0.26% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
5,068
shares
|
$2.6 Million
0.18% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,062
shares
|
$2.6 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
5,059
shares
|
$2.6 Million
1.19% of portfolio
|
Q1 2025
Added 203.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
5,042
shares
|
$2.59 Million
0.22% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,037
shares
|
$2.58 Million
0.6% of portfolio
|
Q1 2025
Added 62.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,035
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,031
shares
|
$2.58 Million
0.05% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
5,027
shares
|
$2.58 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
5,015
shares
|
$2.57 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
5,004
shares
|
$2.57 Million
0.72% of portfolio
|
Q1 2025
Added 215.11%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
May 12, 2025 Q1 2025 |
4,964
shares
|
$2.55 Million
1.47% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
4,940
shares
|
$2.53 Million
0.44% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,935
shares
|
$2.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,935
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Added 168.21%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
4,924
shares
|
$2.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,775
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,718
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2024
Added 81.95%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
4,699
shares
|
$2.41 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
4,596
shares
|
$2.36 Million
0.16% of portfolio
|
Q1 2025
Reduced 31.43%
|