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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,993
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,973
shares
|
$1.52 Million
0.44% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,934
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
2,922
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Added 69.79%
|
|
|
Harris Associates L P
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,915
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,902
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2021
Reduced 18.38%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
2,892
shares
|
$1.48 Million
0.11% of portfolio
|
Q2 2025
Added 83.04%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,885
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,882
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,852
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2022
Added 75.4%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,803
shares
|
$1.44 Million
0.19% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
2,771
shares
|
$1.42 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,759
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
2,753
shares
|
$1.41 Million
0.47% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,749
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,742
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
2,730
shares
|
$1.4 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,656
shares
|
$1.36 Million
0.16% of portfolio
|
Q1 2023
Added 0.61%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,625
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2022
Reduced 9.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,618
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 111.64%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
2,602
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.91%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
2,600
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
2,593
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 49.97%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
2,592
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,571
shares
|
$1.32 Million
0.72% of portfolio
|
Q3 2022
New holding
|