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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
210
shares
|
$105,510
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
202
shares
|
$101,490
0.02% of portfolio
|
Q2 2022
Reduced 61.67%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
201
shares
|
$100,988
0.04% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$100,486
0.02% of portfolio
|
Q2 2017
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
200
shares
|
$100,486
0.01% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
200
shares
|
$100,486
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
194
shares
|
$97,471
0.05% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
192
shares
|
$96,466
0.04% of portfolio
|
Q2 2022
Added 13.61%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
183
shares
|
$91,944
0.06% of portfolio
|
Q1 2025
Reduced 43.52%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
181
shares
|
$90,939
0.03% of portfolio
|
Q1 2024
Reduced 22.32%
|
|
|
Maj Invest Holding A
|
Apr 29, 2025 Q1 2025 |
180
shares
|
$90,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
177
shares
|
$88,930
0.01% of portfolio
|
Q1 2025
Reduced 18.06%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
175
shares
|
$87,925
0.07% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
174
shares
|
$87,422
0.0% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
158
shares
|
$79,383
0.01% of portfolio
|
Q1 2023
Reduced 20.6%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
157
shares
|
$78,881
0.0% of portfolio
|
Q3 2019
Reduced 17.8%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
155
shares
|
$77,876
0.01% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
154
shares
|
$77,374
0.01% of portfolio
|
Q4 2022
Reduced 0.65%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
150
shares
|
$75,364
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
146
shares
|
$73,354
0.03% of portfolio
|
Q1 2025
Added 30.36%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
142
shares
|
$71,345
0.07% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
132
shares
|
$66,320
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
131
shares
|
$65,818
0.02% of portfolio
|
Q1 2025
Added 31.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
125
shares
|
$62,803
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
125
shares
|
$62,803
0.04% of portfolio
|
Q1 2025
New holding
|