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 |
---|---|---|---|---|---|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
439
shares
|
$220,566
0.13% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
439
shares
|
$220,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
437
shares
|
$219,561
0.04% of portfolio
|
Q2 2025
New holding
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
435
shares
|
$218,557
0.05% of portfolio
|
Q1 2025
New holding
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
434
shares
|
$218,054
0.11% of portfolio
|
Q1 2025
New holding
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
432
shares
|
$217,049
0.03% of portfolio
|
Q3 2024
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
431
shares
|
$216,547
0.0% of portfolio
|
Q1 2025
Reduced 94.25%
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
430
shares
|
$216,044
0.03% of portfolio
|
Q1 2025
Added 1.65%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
424
shares
|
$213,030
0.08% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
422
shares
|
$212,025
0.03% of portfolio
|
Q2 2025
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
422
shares
|
$212,025
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
421
shares
|
$211,523
0.03% of portfolio
|
Q4 2024
New holding
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
419
shares
|
$210,518
0.02% of portfolio
|
Q2 2025
New holding
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
415
shares
|
$208,508
0.04% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
410
shares
|
$205,996
0.01% of portfolio
|
Q2 2025
New holding
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
407
shares
|
$204,489
0.02% of portfolio
|
Q2 2025
New holding
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
402
shares
|
$201,976
0.02% of portfolio
|
Q2 2025
New holding
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
400
shares
|
$200,972
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$200,972
0.02% of portfolio
|
Q2 2025
New holding
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
400
shares
|
$200,972
0.02% of portfolio
|
Q1 2025
Added 19900.0%
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
400
shares
|
$200,972
0.1% of portfolio
|
Q4 2023
New holding
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
398
shares
|
$199,967
0.02% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
387
shares
|
$194,440
0.02% of portfolio
|
Q1 2025
Added 10.26%
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
369
shares
|
$185,396
0.16% of portfolio
|
Q1 2025
New holding
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
366
shares
|
$183,889
0.01% of portfolio
|
Q1 2025
Reduced 6.87%
|