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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,568
shares
|
$1.83 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
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
|
$1.83 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
3,561
shares
|
$1.82 Million
0.17% of portfolio
|
Q2 2024
Added 13.05%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
3,540
shares
|
$1.81 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
3,526
shares
|
$1.81 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,484
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,471
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
3,469
shares
|
$1.78 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
3,468
shares
|
$1.78 Million
0.5% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,458
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
3,445
shares
|
$1.76 Million
1.01% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,429
shares
|
$1.76 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,429
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,419
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
3,415
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
3,410
shares
|
$1.75 Million
1.51% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,398
shares
|
$1.74 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.11%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
3,397
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
3,375
shares
|
$1.73 Million
0.11% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,375
shares
|
$1.73 Million
0.22% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,371
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 83.81%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
3,352
shares
|
$1.72 Million
0.23% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
3,348
shares
|
$1.72 Million
0.41% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
3,346
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 73.28%
|