Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,453 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 $79.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,610
shares
|
$826,074
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,602
shares
|
$821,970
0.14% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,589
shares
|
$815,300
0.0% of portfolio
|
Q1 2025
Reduced 97.59%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
1,585
shares
|
$813,247
0.19% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
1,581
shares
|
$811,195
0.05% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
1,580
shares
|
$810,682
0.06% of portfolio
|
Q1 2025
Added 30.26%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
1,575
shares
|
$808,116
0.22% of portfolio
|
Q1 2025
Added 139.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
1,567
shares
|
$804,012
0.04% of portfolio
|
Q1 2025
Added 179.82%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
1,566
shares
|
$803,498
0.0% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,563
shares
|
$801,959
0.04% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,555
shares
|
$797,854
0.01% of portfolio
|
Q1 2025
Added 25.3%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,552
shares
|
$796,315
0.2% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,549
shares
|
$794,776
0.2% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,547
shares
|
$793,750
0.03% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,537
shares
|
$788,619
0.16% of portfolio
|
Q1 2025
Added 41.27%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
1,531
shares
|
$785,540
0.13% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,530
shares
|
$785,027
0.0% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
1,514
shares
|
$776,818
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
1,505
shares
|
$772,200
0.25% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,504
shares
|
$771,687
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,484
shares
|
$761,425
0.34% of portfolio
|
Q1 2025
Added 54.58%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,483
shares
|
$760,912
0.1% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,475
shares
|
$756,807
0.02% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
1,470
shares
|
$754,242
0.28% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
1,463
shares
|
$750,650
0.2% of portfolio
|
Q4 2023
Added 0.34%
|