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 |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
1,002
shares
|
$514,116
0.09% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
1,001
shares
|
$513,603
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$513,090
0.03% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
1,000
shares
|
$513,090
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
993
shares
|
$509,498
0.06% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
986
shares
|
$505,906
0.06% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
986
shares
|
$505,906
0.03% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
985
shares
|
$505,393
0.04% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
973
shares
|
$499,236
0.01% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
969
shares
|
$497,184
0.41% of portfolio
|
Q1 2025
Added 2102.27%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
964
shares
|
$494,618
0.31% of portfolio
|
Q1 2023
Added 0.21%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
964
shares
|
$494,618
0.06% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
964
shares
|
$494,618
0.13% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
959
shares
|
$492,053
0.06% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
955
shares
|
$490,000
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
954
shares
|
$489,487
0.01% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
May 13, 2025 Q1 2025 |
945
shares
|
$484,870
0.19% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
937
shares
|
$480,765
0.08% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
930
shares
|
$477,173
0.13% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
924
shares
|
$474,095
0.26% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
922
shares
|
$473,068
0.14% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
922
shares
|
$473,068
0.02% of portfolio
|
Q1 2025
Added 43.39%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
921
shares
|
$472,555
0.02% of portfolio
|
Q1 2025
Added 50.98%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
921
shares
|
$472,555
0.05% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
918
shares
|
$471,016
0.02% of portfolio
|
Q1 2025
New holding
|