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 |
---|---|---|---|---|---|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
721
shares
|
$362,252
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
720
shares
|
$361,749
0.05% of portfolio
|
Q1 2025
Added 2.13%
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
720
shares
|
$361,749
0.24% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
720
shares
|
$361,749
0.04% of portfolio
|
Q1 2025
New holding
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
717
shares
|
$360,242
0.04% of portfolio
|
Q1 2025
New holding
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
715
shares
|
$359,237
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
713
shares
|
$358,232
0.02% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
708
shares
|
$355,720
0.04% of portfolio
|
Q4 2023
New holding
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
706
shares
|
$354,715
0.02% of portfolio
|
Q1 2025
Added 2.92%
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
705
shares
|
$354,213
0.05% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
702
shares
|
$352,705
0.04% of portfolio
|
Q1 2025
Added 16.61%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
692
shares
|
$347,681
0.13% of portfolio
|
Q2 2023
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
687
shares
|
$345,169
0.01% of portfolio
|
Q2 2025
Added 114.02%
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
685
shares
|
$344,164
0.02% of portfolio
|
Q1 2025
Added 28.04%
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
683
shares
|
$343,159
0.02% of portfolio
|
Q1 2025
Added 0.29%
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
682
shares
|
$342,657
0.05% of portfolio
|
Q2 2025
Added 40.04%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
678
shares
|
$340,647
0.09% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
677
shares
|
$340,145
0.19% of portfolio
|
Q3 2024
New holding
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
677
shares
|
$340,145
0.23% of portfolio
|
Q1 2025
Added 1.2%
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
675
shares
|
$339,140
0.12% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
670
shares
|
$336,628
0.06% of portfolio
|
Q2 2025
New holding
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
669
shares
|
$336,125
0.02% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
664
shares
|
$333,613
0.15% of portfolio
|
Q1 2025
New holding
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
657
shares
|
$330,096
0.02% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
655
shares
|
$329,091
0.06% of portfolio
|
Q3 2024
Added 14.11%
|