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 |
---|---|---|---|---|---|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
481
shares
|
$241,668
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
480
shares
|
$241,166
0.08% of portfolio
|
Q2 2025
Added 0.63%
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
480
shares
|
$241,166
0.05% of portfolio
|
Q1 2025
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
479
shares
|
$240,663
0.01% of portfolio
|
Q1 2025
New holding
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
477
shares
|
$239,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
477
shares
|
$239,659
0.04% of portfolio
|
Q1 2025
Added 5.76%
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
477
shares
|
$239,659
0.04% of portfolio
|
Q1 2025
New holding
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
475
shares
|
$238,654
0.21% of portfolio
|
Q2 2024
New holding
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
471
shares
|
$236,644
0.09% of portfolio
|
Q1 2025
Reduced 34.31%
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
471
shares
|
$236,644
0.01% of portfolio
|
Q3 2024
New holding
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
471
shares
|
$236,644
0.14% of portfolio
|
Q3 2024
Added 37.32%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
464
shares
|
$233,127
0.14% of portfolio
|
Q1 2025
Added 0.22%
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
463
shares
|
$232,625
0.05% of portfolio
|
Q1 2025
New holding
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
462
shares
|
$232,122
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
461
shares
|
$231,620
0.04% of portfolio
|
Q3 2024
New holding
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
460
shares
|
$231,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
459
shares
|
$230,615
0.04% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
451
shares
|
$226,595
0.04% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
451
shares
|
$226,595
0.16% of portfolio
|
Q1 2025
New holding
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
450
shares
|
$226,093
0.08% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
450
shares
|
$226,093
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
444
shares
|
$223,078
0.02% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
444
shares
|
$223,078
0.03% of portfolio
|
Q2 2025
Added 2.78%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
444
shares
|
$223,078
0.03% of portfolio
|
Q1 2025
New holding
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
442
shares
|
$222,074
0.01% of portfolio
|
Q1 2025
Added 37.27%
|