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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
839
shares
|
$419,634
0.14% of portfolio
|
Q4 2019
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
824
shares
|
$412,131
0.01% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
823
shares
|
$411,631
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
821
shares
|
$410,631
0.11% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
818
shares
|
$409,130
0.04% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
811
shares
|
$405,629
0.16% of portfolio
|
Q1 2025
Added 58.71%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
811
shares
|
$405,629
0.09% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
808
shares
|
$404,129
0.03% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
807
shares
|
$403,629
0.04% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
806
shares
|
$403,128
0.01% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
805
shares
|
$402,628
0.13% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
800
shares
|
$400,128
0.03% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
800
shares
|
$400,128
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
798
shares
|
$399,127
0.06% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
797
shares
|
$398,627
0.1% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
796
shares
|
$398,127
0.07% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
795
shares
|
$397,627
0.21% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
790
shares
|
$395,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
787
shares
|
$393,625
0.01% of portfolio
|
Q1 2025
Added 26.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
784
shares
|
$392,125
0.0% of portfolio
|
Q1 2025
Added 177.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
780
shares
|
$390,124
0.04% of portfolio
|
Q1 2025
Added 657.28%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
775
shares
|
$387,624
0.04% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
775
shares
|
$387,624
0.01% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
775
shares
|
$387,624
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
773
shares
|
$386,623
0.02% of portfolio
|
Q3 2024
Reduced 7.2%
|