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 |
|---|---|---|---|---|---|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
1,928
shares
|
$962,303
0.58% of portfolio
|
Q1 2025
Added 68.24%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,920
shares
|
$958,310
0.03% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,902
shares
|
$949,326
0.07% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,879
shares
|
$937,846
0.04% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jul 22, 2025 Q2 2025 |
1,875
shares
|
$935,850
0.09% of portfolio
|
Q2 2024
Reduced 95.85%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,874
shares
|
$935,350
0.12% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
1,873
shares
|
$934,851
0.98% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,857
shares
|
$926,865
0.02% of portfolio
|
Q1 2025
Reduced 25.27%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
1,841
shares
|
$918,879
0.05% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
1,840
shares
|
$918,380
0.06% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,838
shares
|
$917,382
0.0% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
1,818
shares
|
$907,400
0.28% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,815
shares
|
$905,902
0.01% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,814
shares
|
$905,403
0.1% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
1,810
shares
|
$903,407
0.12% of portfolio
|
Q4 2024
Reduced 53.58%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
1,806
shares
|
$901,410
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
1,802
shares
|
$899,414
0.17% of portfolio
|
Q1 2025
Added 73.6%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
1,796
shares
|
$896,419
0.07% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
1,783
shares
|
$889,930
0.07% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,780
shares
|
$888,433
0.02% of portfolio
|
Q1 2025
Added 29.36%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
1,780
shares
|
$888,433
0.01% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,777
shares
|
$886,936
0.03% of portfolio
|
Q1 2025
Added 98.55%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,770
shares
|
$883,442
0.25% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
1,769
shares
|
$882,943
0.04% of portfolio
|
Q3 2020
Reduced 68.72%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,769
shares
|
$882,943
0.18% of portfolio
|
Q1 2025
Added 0.8%
|