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 $77.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,902
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2021
Reduced 18.38%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
2,897
shares
|
$1.45 Million
0.37% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
2,895
shares
|
$1.45 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
2,887
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,873
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,852
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2022
Added 75.4%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
2,847
shares
|
$1.42 Million
0.37% of portfolio
|
Q4 2024
Reduced 25.61%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,803
shares
|
$1.4 Million
0.19% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
2,801
shares
|
$1.4 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
2,766
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
2,757
shares
|
$1.38 Million
0.4% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,757
shares
|
$1.38 Million
0.19% of portfolio
|
Q3 2024
Added 15.07%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,742
shares
|
$1.37 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
2,737
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 90.6%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
2,729
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,726
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Feb 05, 2025 Q4 2024 |
2,680
shares
|
$1.34 Million
0.65% of portfolio
|
Q4 2024
Reduced 40.18%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
2,675
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 154.52%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,656
shares
|
$1.33 Million
0.16% of portfolio
|
Q1 2023
Added 0.61%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,651
shares
|
$1.33 Million
0.39% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
2,638
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,625
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2022
Reduced 9.39%
|
|
|
Tema Etfs LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,611
shares
|
$1.31 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
2,602
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,571
shares
|
$1.29 Million
0.72% of portfolio
|
Q3 2022
New holding
|