Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,406 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $79.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,089
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
4,003
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2022
Reduced 16.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,956
shares
|
$2.02 Million
0.08% of portfolio
|
Q2 2022
Added 21.54%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
3,943
shares
|
$2.02 Million
0.08% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
3,930
shares
|
$2.01 Million
1.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,908
shares
|
$2 Million
0.15% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
3,895
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.8%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,890
shares
|
$1.99 Million
0.35% of portfolio
|
Q3 2023
Added 0.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
3,889
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
3,882
shares
|
$1.99 Million
0.1% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
3,792
shares
|
$1.94 Million
0.44% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,769
shares
|
$1.93 Million
0.25% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
3,725
shares
|
$1.91 Million
0.62% of portfolio
|
Q3 2021
Added 2.05%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,720
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2024
Added 81.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,713
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
3,703
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
3,695
shares
|
$1.89 Million
1.05% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Long Road Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
3,679
shares
|
$1.88 Million
0.71% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,677
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,651
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,624
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,624
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 89.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
3,589
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,568
shares
|
$1.83 Million
0.09% of portfolio
|
Q4 2023
Added 1.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,564
shares
|
$1.82 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.53%
|