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 |
|---|---|---|---|---|---|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,200
shares
|
$1.1 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
2,197
shares
|
$1.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
2,187
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Added 142.19%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
2,183
shares
|
$1.09 Million
0.92% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
2,167
shares
|
$1.08 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
2,165
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
2,152
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,128
shares
|
$1.06 Million
0.27% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
2,088
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
2,070
shares
|
$1.03 Million
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,070
shares
|
$1.03 Million
0.37% of portfolio
|
Q4 2017
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
2,058
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 82.67%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
2,057
shares
|
$1.03 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,055
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
2,051
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
2,042
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,016
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
2,006
shares
|
$1 Million
0.88% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$998,240
0.77% of portfolio
|
Q4 2021
New holding
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
2,000
shares
|
$998,240
0.39% of portfolio
|
Q4 2017
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
1,996
shares
|
$996,243
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,988
shares
|
$992,250
0.01% of portfolio
|
Q1 2025
Added 47.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,984
shares
|
$990,254
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
1,973
shares
|
$984,763
0.0% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
1,928
shares
|
$962,303
0.58% of portfolio
|
Q1 2025
Added 68.24%
|