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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
3,942
shares
|
$2.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,923
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 40.81%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
3,907
shares
|
$2 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
3,895
shares
|
$2 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%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
3,883
shares
|
$1.99 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.48%
|
|
|
Tema Etfs LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,867
shares
|
$1.98 Million
0.52% of portfolio
|
Q2 2025
Reduced 39.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,861
shares
|
$1.98 Million
0.08% of portfolio
|
Q2 2025
Added 18.15%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
3,857
shares
|
$1.98 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
3,853
shares
|
$1.97 Million
0.43% of portfolio
|
Q2 2025
Reduced 23.51%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,827
shares
|
$1.96 Million
0.27% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,827
shares
|
$1.96 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,801
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
3,791
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2025
Added 25.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,784
shares
|
$1.94 Million
0.1% of portfolio
|
Q2 2025
Added 30.35%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,759
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,756
shares
|
$1.92 Million
0.03% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
3,725
shares
|
$1.91 Million
0.64% of portfolio
|
Q3 2021
Added 2.05%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
3,723
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,721
shares
|
$1.91 Million
0.42% of portfolio
|
Q2 2025
Reduced 40.1%
|
|
|
Long Road Investment Counsel, LLC
|
Aug 11, 2025 Q2 2025 |
3,679
shares
|
$1.88 Million
0.72% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,670
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,588
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,584
shares
|
$1.84 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,573
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Added 4.87%
|