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 |
|---|---|---|---|---|---|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,301
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,299
shares
|
$1.15 Million
0.55% of portfolio
|
Q2 2024
Reduced 9.91%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
2,294
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
2,290
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
Reduced 31.13%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
2,283
shares
|
$1.14 Million
0.3% of portfolio
|
Q4 2024
Added 26.83%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,265
shares
|
$1.13 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
2,264
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Reduced 49.28%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,257
shares
|
$1.13 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,253
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
2,253
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
2,232
shares
|
$1.12 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,196
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,183
shares
|
$1.09 Million
0.89% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
2,172
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
2,156
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,140
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 60.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,123
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 60.96%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,113
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
2,109
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
2,109
shares
|
$1.06 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
2,077
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2024
Reduced 76.38%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
2,070
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,070
shares
|
$1.04 Million
0.37% of portfolio
|
Q4 2017
New holding
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
2,042
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,028
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.88%
|