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 |
|---|---|---|---|---|---|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
1,768
shares
|
$882,444
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,767
shares
|
$881,945
0.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,765
shares
|
$880,946
0.51% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,764
shares
|
$880,447
0.02% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,750
shares
|
$873,460
0.02% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
1,744
shares
|
$870,465
0.06% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,740
shares
|
$868,468
0.24% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
1,729
shares
|
$862,978
0.03% of portfolio
|
Q1 2025
Reduced 50.78%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,728
shares
|
$862,479
0.03% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
1,727
shares
|
$861,980
0.02% of portfolio
|
Q1 2025
Reduced 64.6%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
1,721
shares
|
$858,985
0.08% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,710
shares
|
$853,495
0.85% of portfolio
|
Q1 2025
Added 205.36%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,689
shares
|
$843,013
0.06% of portfolio
|
Q1 2024
Reduced 10.63%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
1,681
shares
|
$839,020
0.06% of portfolio
|
Q1 2025
Added 199.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,669
shares
|
$833,031
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,659
shares
|
$828,040
0.01% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,652
shares
|
$824,546
0.16% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,651
shares
|
$824,047
0.41% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
1,644
shares
|
$820,553
0.26% of portfolio
|
Q1 2025
Reduced 62.81%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
1,641
shares
|
$819,055
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
1,626
shares
|
$811,569
0.03% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,624
shares
|
$810,570
0.01% of portfolio
|
Q4 2023
Reduced 26.15%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,624
shares
|
$810,570
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,610
shares
|
$803,583
0.03% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,610
shares
|
$803,583
0.09% of portfolio
|
Q1 2024
New holding
|