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 |
---|---|---|---|---|---|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
510
shares
|
$256,239
0.13% of portfolio
|
Q4 2024
Reduced 31.08%
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
510
shares
|
$256,239
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
510
shares
|
$256,239
0.08% of portfolio
|
Q4 2024
Reduced 95.54%
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
507
shares
|
$254,732
0.01% of portfolio
|
Q1 2025
Added 18.74%
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
505
shares
|
$253,727
0.22% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
505
shares
|
$253,727
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
505
shares
|
$253,727
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
504
shares
|
$253,224
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
504
shares
|
$253,224
0.14% of portfolio
|
Q1 2025
Reduced 22.94%
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
502
shares
|
$252,219
0.14% of portfolio
|
Q1 2025
New holding
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$251,215
0.06% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
500
shares
|
$251,215
0.11% of portfolio
|
Q4 2024
New holding
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
500
shares
|
$251,215
0.01% of portfolio
|
Q1 2025
Added 8.93%
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
500
shares
|
$251,215
0.2% of portfolio
|
Q3 2024
New holding
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
498
shares
|
$250,210
0.04% of portfolio
|
Q1 2025
Added 3.11%
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
497
shares
|
$249,707
0.12% of portfolio
|
Q2 2025
Added 1.02%
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
496
shares
|
$249,205
0.03% of portfolio
|
Q3 2024
Added 1.43%
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
495
shares
|
$248,702
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
493
shares
|
$247,697
0.02% of portfolio
|
Q1 2025
Reduced 29.37%
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
490
shares
|
$246,190
0.05% of portfolio
|
Q1 2025
New holding
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
489
shares
|
$245,688
0.13% of portfolio
|
Q1 2025
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
487
shares
|
$244,683
0.0% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
482
shares
|
$242,171
0.02% of portfolio
|
Q3 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
482
shares
|
$242,171
0.01% of portfolio
|
Q1 2025
Added 5.7%
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
481
shares
|
$241,668
0.02% of portfolio
|
Q1 2025
Added 1.48%
|