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 |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,456
shares
|
$747,059
0.19% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,449
shares
|
$743,467
0.03% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
1,448
shares
|
$742,954
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
1,447
shares
|
$742,441
0.05% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,431
shares
|
$734,231
0.04% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
1,426
shares
|
$731,666
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
1,414
shares
|
$725,509
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,409
shares
|
$722,943
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
1,400
shares
|
$718,326
0.26% of portfolio
|
Q1 2019
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,397
shares
|
$716,786
0.09% of portfolio
|
Q1 2025
Reduced 55.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,382
shares
|
$709,090
0.0% of portfolio
|
Q1 2025
Reduced 34.9%
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
1,377
shares
|
$706,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,376
shares
|
$706,011
0.01% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,366
shares
|
$700,880
0.04% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2025 Q1 2025 |
1,366
shares
|
$700,880
0.01% of portfolio
|
Q1 2025
Added 105.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,356
shares
|
$695,750
0.06% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
1,346
shares
|
$690,619
0.04% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,344
shares
|
$689,592
0.02% of portfolio
|
Q1 2025
Added 31.89%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
1,343
shares
|
$689,079
0.1% of portfolio
|
Q4 2024
Reduced 78.68%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
1,331
shares
|
$682,922
0.03% of portfolio
|
Q1 2025
Reduced 59.67%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,325
shares
|
$679,844
0.15% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
1,323
shares
|
$678,818
0.04% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,320
shares
|
$677,278
0.01% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
1,314
shares
|
$674,200
0.05% of portfolio
|
Q4 2021
Reduced 0.68%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
1,313
shares
|
$673,687
0.05% of portfolio
|
Q1 2025
Added 0.69%
|