Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,449 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 $77.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
773
shares
|
$388,378
0.02% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
771
shares
|
$387,373
0.01% of portfolio
|
Q1 2025
Reduced 32.01%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
767
shares
|
$385,363
0.02% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
767
shares
|
$385,363
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
762
shares
|
$382,851
0.1% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
762
shares
|
$382,851
0.05% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
760
shares
|
$381,846
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
758
shares
|
$380,841
0.05% of portfolio
|
Q3 2024
Added 9375.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
757
shares
|
$380,339
0.03% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
755
shares
|
$379,334
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
751
shares
|
$377,324
0.01% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
750
shares
|
$376,822
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
742
shares
|
$372,803
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
741
shares
|
$372,300
0.01% of portfolio
|
Q1 2025
Added 24.12%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
740
shares
|
$371,798
0.02% of portfolio
|
Q1 2025
Added 18.4%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
738
shares
|
$370,793
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
735
shares
|
$369,286
0.11% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
733
shares
|
$368,281
0.02% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
733
shares
|
$368,281
0.02% of portfolio
|
Q1 2025
Added 49.29%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
730
shares
|
$366,773
0.12% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
727
shares
|
$365,266
0.03% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
727
shares
|
$365,266
0.02% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
727
shares
|
$365,266
0.02% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
726
shares
|
$364,764
0.02% of portfolio
|
Q1 2025
Added 29.87%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
722
shares
|
$362,754
0.03% of portfolio
|
Q4 2023
Added 1.4%
|