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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
78
shares
|
$39,189
0.01% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
75
shares
|
$37,682
0.01% of portfolio
|
Q1 2024
Reduced 24.24%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
71
shares
|
$35,672
0.0% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
70
shares
|
$35,170
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
66
shares
|
$33,160
0.01% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
65
shares
|
$32,657
0.01% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
64
shares
|
$32,155
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$31,653
0.01% of portfolio
|
Q3 2023
Added 36.96%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
60
shares
|
$30,145
0.02% of portfolio
|
Q3 2024
Added 566.67%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
60
shares
|
$30,145
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
59
shares
|
$29,643
0.0% of portfolio
|
Q1 2025
Added 436.36%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
55
shares
|
$27,633
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
55
shares
|
$27,633
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54
shares
|
$27,131
0.01% of portfolio
|
Q3 2023
Added 38.46%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
50
shares
|
$25,121
0.01% of portfolio
|
Q1 2025
Added 61.29%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
49
shares
|
$24,619
0.0% of portfolio
|
Q1 2025
Reduced 43.02%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
49
shares
|
$24,619
0.01% of portfolio
|
Q2 2025
Added 58.06%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
48
shares
|
$24,116
0.01% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
45
shares
|
$22,609
0.02% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
45
shares
|
$22,609
0.0% of portfolio
|
Q4 2024
Reduced 35.71%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
44
shares
|
$22,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
43
shares
|
$21,604
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
40
shares
|
$20,097
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
39
shares
|
$19,594
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
38
shares
|
$19,092
0.0% of portfolio
|
Q4 2021
Added 2.7%
|