Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,448 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 $77.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,564
shares
|
$1.78 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
3,561
shares
|
$1.78 Million
0.18% of portfolio
|
Q2 2024
Added 13.05%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,516
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
May 13, 2025 Q1 2025 |
3,500
shares
|
$1.75 Million
1.85% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,484
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
3,471
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,458
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
3,445
shares
|
$1.72 Million
1.01% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
3,428
shares
|
$1.71 Million
0.5% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
3,410
shares
|
$1.71 Million
1.51% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,407
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,398
shares
|
$1.7 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.11%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
3,375
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,375
shares
|
$1.69 Million
0.24% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
3,352
shares
|
$1.68 Million
0.23% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
3,348
shares
|
$1.67 Million
0.42% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
3,317
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Round Hill Asset Management
Pasadena, CA |
May 13, 2025 Q1 2025 |
3,299
shares
|
$1.65 Million
1.14% of portfolio
|
Q4 2024
Reduced 43.4%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
3,290
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,282
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Added 289.79%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
3,279
shares
|
$1.64 Million
0.62% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,268
shares
|
$1.63 Million
0.13% of portfolio
|
Q4 2024
Added 92.92%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
3,254
shares
|
$1.63 Million
0.86% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
3,185
shares
|
$1.59 Million
0.19% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
3,184
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Added 30.97%
|