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 $77.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
915
shares
|
$457,646
0.04% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
906
shares
|
$453,144
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
903
shares
|
$451,644
0.02% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
900
shares
|
$450,144
0.17% of portfolio
|
Q3 2023
Added 125.0%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
896
shares
|
$448,143
0.01% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
891
shares
|
$445,642
0.03% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
888
shares
|
$444,142
0.01% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
887
shares
|
$443,641
0.11% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
885
shares
|
$442,641
0.01% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
880
shares
|
$440,140
0.05% of portfolio
|
Q3 2022
Added 12.82%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
880
shares
|
$440,140
0.01% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
879
shares
|
$439,640
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
877
shares
|
$438,640
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
867
shares
|
$433,638
0.01% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
866
shares
|
$433,138
0.14% of portfolio
|
Q1 2022
Reduced 10.35%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
865
shares
|
$432,638
0.0% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
861
shares
|
$430,637
0.11% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
861
shares
|
$430,637
0.09% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
860
shares
|
$430,137
0.13% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
859
shares
|
$429,637
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
858
shares
|
$429,137
0.02% of portfolio
|
Q4 2021
Reduced 5.51%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
852
shares
|
$426,136
0.39% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
848
shares
|
$424,135
0.38% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
845
shares
|
$422,635
0.01% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
842
shares
|
$421,134
0.05% of portfolio
|
Q1 2025
Reduced 3.88%
|