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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
38
shares
|
$19,092
0.0% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
38
shares
|
$19,092
0.0% of portfolio
|
Q3 2024
Reduced 42.42%
|
|
|
Bares Capital Management, Inc.
Austin, TX |
May 15, 2025 Q1 2025 |
34
shares
|
$17,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28
shares
|
$14,068
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
28
shares
|
$14,068
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
28
shares
|
$14,068
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
28
shares
|
$14,068
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
28
shares
|
$14,068
0.01% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
27
shares
|
$13,565
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$13,063
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
26
shares
|
$13,063
0.0% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
26
shares
|
$13,063
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
25
shares
|
$12,560
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
25
shares
|
$12,560
0.0% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
25
shares
|
$12,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
25
shares
|
$12,560
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
25
shares
|
$12,560
0.01% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
24
shares
|
$12,058
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
24
shares
|
$12,058
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
23
shares
|
$11,555
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
23
shares
|
$11,555
0.0% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
22
shares
|
$11,053
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
22
shares
|
$11,053
0.01% of portfolio
|
Q2 2025
Added 2100.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
20
shares
|
$10,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
20
shares
|
$10,048
0.01% of portfolio
|
Q4 2024
New holding
|