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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$2,512
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$2,512
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
5
shares
|
$2,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4
shares
|
$2,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4
shares
|
$2,009
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
4
shares
|
$2,009
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
4
shares
|
$2,009
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
4
shares
|
$2,009
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4
shares
|
$2,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
3
shares
|
$1,507
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2
shares
|
$1,004
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$1,004
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
2
shares
|
$1,004
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2
shares
|
$1,004
0.03% of portfolio
|
Q3 2024
Reduced 93.55%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
2
shares
|
$1,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2
shares
|
$1,004
0.0% of portfolio
|
Q1 2025
New holding
|