Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,505 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $80.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
10,457
shares
|
$5.36 Million
0.32% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
10,349
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
10,274
shares
|
$5.26 Million
1.76% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
10,127
shares
|
$5.19 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Aug 13, 2025 Q2 2025 |
10,091
shares
|
$5.17 Million
0.68% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
10,090
shares
|
$5.17 Million
0.12% of portfolio
|
Q2 2025
Added 17.46%
|
|
|
Trb Advisors LP
New York, NY |
Jul 30, 2025 Q2 2025 |
10,000
shares
|
$5.12 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
9,944
shares
|
$5.09 Million
0.06% of portfolio
|
Q2 2025
Added 40.95%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
9,942
shares
|
$5.09 Million
0.67% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
9,901
shares
|
$5.07 Million
0.27% of portfolio
|
Q4 2022
Added 307.78%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
9,761
shares
|
$5 Million
1.69% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
9,596
shares
|
$4.92 Million
0.04% of portfolio
|
Q1 2025
Added 39.7%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
9,509
shares
|
$4.87 Million
0.08% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Windmill Hill Asset Management LTD
|
Jul 28, 2025 Q2 2025 |
9,491
shares
|
$4.86 Million
1.35% of portfolio
|
Q4 2024
Added 24.95%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
9,400
shares
|
$4.82 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
9,329
shares
|
$4.78 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
9,290
shares
|
$4.76 Million
0.15% of portfolio
|
Q2 2025
Added 265.6%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
9,283
shares
|
$4.76 Million
0.11% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
9,245
shares
|
$4.74 Million
1.05% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,236
shares
|
$4.73 Million
0.12% of portfolio
|
Q3 2023
Added 19.41%
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
9,157
shares
|
$4.69 Million
3.31% of portfolio
|
Q2 2025
Added 27.23%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
9,147
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2025
Added 117.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
9,141
shares
|
$4.68 Million
0.04% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,115
shares
|
$4.67 Million
0.29% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
9,089
shares
|
$4.66 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.5%
|