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 |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
11
shares
|
$5,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
10
shares
|
$5,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
10
shares
|
$5,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
9
shares
|
$4,521
0.0% of portfolio
|
Q2 2023
Reduced 47.06%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$4,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
9
shares
|
$4,521
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
9
shares
|
$4,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
9
shares
|
$4,521
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
9
shares
|
$4,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
8
shares
|
$4,019
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
8
shares
|
$4,019
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
8
shares
|
$4,019
0.0% of portfolio
|
Q1 2025
Reduced 84.31%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
8
shares
|
$4,019
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
8
shares
|
$4,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
8
shares
|
$4,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
7
shares
|
$3,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
6
shares
|
$3,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6
shares
|
$3,014
0.0% of portfolio
|
Q2 2020
Reduced 86.96%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$3,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
6
shares
|
$3,014
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
6
shares
|
$3,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
6
shares
|
$3,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
6
shares
|
$3,014
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
5
shares
|
$2,512
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$2,512
0.0% of portfolio
|
Q1 2025
Reduced 99.79%
|