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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
365
shares
|
$183,386
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
355
shares
|
$178,362
0.01% of portfolio
|
Q2 2025
Reduced 92.98%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
354
shares
|
$177,860
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
338
shares
|
$169,821
0.01% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
316
shares
|
$158,767
0.19% of portfolio
|
Q3 2022
Reduced 12.22%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
300
shares
|
$150,729
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
295
shares
|
$148,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
293
shares
|
$147,211
0.13% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
275
shares
|
$138,168
0.01% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
273
shares
|
$137,163
0.01% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
264
shares
|
$132,641
0.04% of portfolio
|
Q1 2025
Added 70.32%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
259
shares
|
$130,129
0.03% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
257
shares
|
$129,124
0.07% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
253
shares
|
$127,114
0.01% of portfolio
|
Q1 2025
Added 314.75%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
253
shares
|
$127,114
0.06% of portfolio
|
Q4 2024
Reduced 15.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
250
shares
|
$125,607
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
240
shares
|
$120,583
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
239
shares
|
$120,080
0.02% of portfolio
|
Q1 2025
Reduced 19.53%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
237
shares
|
$119,075
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
236
shares
|
$118,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
225
shares
|
$113,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
224
shares
|
$112,544
0.01% of portfolio
|
Q2 2025
Added 72.31%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
223
shares
|
$112,041
0.0% of portfolio
|
Q1 2025
Added 84.3%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
220
shares
|
$110,534
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
220
shares
|
$110,534
0.0% of portfolio
|
Q1 2025
Added 13.99%
|