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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
120
shares
|
$60,291
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
118
shares
|
$59,286
0.01% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
117
shares
|
$58,784
0.04% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
May 14, 2025 Q1 2025 |
115
shares
|
$57,779
0.08% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
115
shares
|
$57,779
0.02% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
114
shares
|
$57,277
0.03% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
114
shares
|
$57,277
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
111
shares
|
$55,769
0.02% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
109
shares
|
$54,764
0.01% of portfolio
|
Q1 2025
Added 581.25%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
107
shares
|
$53,760
0.01% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
107
shares
|
$53,760
0.0% of portfolio
|
Q1 2025
Added 132.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
106
shares
|
$53,257
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
106
shares
|
$53,257
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
105
shares
|
$52,755
0.01% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
102
shares
|
$51,247
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
99
shares
|
$49,740
0.01% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
99
shares
|
$49,740
0.0% of portfolio
|
Q4 2024
Reduced 48.97%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
98
shares
|
$49,238
0.02% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
95
shares
|
$47,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
94
shares
|
$47,228
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
93
shares
|
$46,725
0.02% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
88
shares
|
$44,213
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
87
shares
|
$43,711
0.01% of portfolio
|
Q1 2021
Reduced 4.4%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
83
shares
|
$41,701
0.0% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
80
shares
|
$40,194
0.01% of portfolio
|
Q2 2025
Added 42.86%
|