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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
613
shares
|
$307,989
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
609
shares
|
$305,979
0.02% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
609
shares
|
$305,979
0.09% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
607
shares
|
$304,975
0.01% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
605
shares
|
$303,970
0.01% of portfolio
|
Q1 2025
Reduced 24.66%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
605
shares
|
$303,970
0.12% of portfolio
|
Q2 2024
Reduced 17.12%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
605
shares
|
$303,970
0.28% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
603
shares
|
$302,965
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
602
shares
|
$302,462
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
602
shares
|
$302,462
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
600
shares
|
$301,458
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
600
shares
|
$301,458
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
600
shares
|
$301,458
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
600
shares
|
$301,458
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
599
shares
|
$300,955
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
596
shares
|
$299,448
0.14% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
595
shares
|
$298,945
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Fenimore Asset Management Inc
|
Apr 14, 2025 Q1 2025 |
592
shares
|
$297,438
0.01% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
591
shares
|
$296,936
0.08% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
588
shares
|
$295,428
0.02% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
586
shares
|
$294,423
0.21% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
585
shares
|
$293,921
0.02% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
583
shares
|
$292,916
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
580
shares
|
$291,409
0.02% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
579
shares
|
$290,906
0.02% of portfolio
|
Q3 2022
New holding
|