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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
3,561
shares
|
$1.82 Million
0.18% of portfolio
|
Q2 2024
Added 13.05%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,551
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,513
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,510
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
3,500
shares
|
$1.79 Million
0.29% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,467
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,458
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,455
shares
|
$1.77 Million
0.02% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,398
shares
|
$1.74 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.11%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
3,375
shares
|
$1.73 Million
0.1% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,363
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
3,348
shares
|
$1.71 Million
0.43% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
3,323
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
3,308
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
3,300
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Round Hill Asset Management
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
3,299
shares
|
$1.69 Million
1.13% of portfolio
|
Q4 2024
Reduced 43.4%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,271
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,268
shares
|
$1.67 Million
0.13% of portfolio
|
Q4 2024
Added 92.92%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
3,254
shares
|
$1.66 Million
0.86% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
3,253
shares
|
$1.66 Million
0.5% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,250
shares
|
$1.66 Million
0.8% of portfolio
|
Q4 2024
Added 51.16%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,212
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,206
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,187
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.6%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,181
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Added 7.32%
|