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 $77.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
2,856
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,852
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2022
Added 75.4%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,803
shares
|
$1.4 Million
0.19% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,786
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
2,756
shares
|
$1.38 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,742
shares
|
$1.37 Million
0.17% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,740
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
2,729
shares
|
$1.36 Million
0.46% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
2,661
shares
|
$1.33 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,656
shares
|
$1.33 Million
0.16% of portfolio
|
Q1 2023
Added 0.61%
|
|
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
May 15, 2025 Q1 2025 |
2,637
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 41.1%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
2,636
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
2,627
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,625
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2022
Reduced 9.39%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
2,623
shares
|
$1.31 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
2,603
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
2,602
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
May 14, 2025 Q1 2025 |
2,600
shares
|
$1.3 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
2,592
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
2,590
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 49.41%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,571
shares
|
$1.28 Million
0.72% of portfolio
|
Q3 2022
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,570
shares
|
$1.28 Million
0.26% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,556
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,555
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,552
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Added 20.78%
|