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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
2,022
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
2,021
shares
|
$1.01 Million
0.43% of portfolio
|
Q4 2024
Added 208.55%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,020
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$1 Million
0.72% of portfolio
|
Q4 2021
New holding
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$1 Million
0.39% of portfolio
|
Q4 2017
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,991
shares
|
$996,057
0.02% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,984
shares
|
$992,555
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,951
shares
|
$976,046
0.22% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,934
shares
|
$967,541
0.03% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,925
shares
|
$963,039
0.34% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Feb 04, 2025 Q4 2024 |
1,919
shares
|
$960,037
0.81% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,886
shares
|
$943,528
0.01% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,877
shares
|
$939,025
0.11% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jan 29, 2025 Q4 2024 |
1,875
shares
|
$938,025
0.08% of portfolio
|
Q2 2024
Reduced 95.85%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,849
shares
|
$925,017
0.11% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
1,842
shares
|
$921,515
0.01% of portfolio
|
Q4 2024
Reduced 68.93%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
1,840
shares
|
$920,515
0.06% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,840
shares
|
$920,515
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,831
shares
|
$916,012
0.05% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
1,820
shares
|
$910,509
0.07% of portfolio
|
Q1 2023
Added 0.17%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
1,810
shares
|
$905,506
0.12% of portfolio
|
Q4 2024
Reduced 53.58%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
1,800
shares
|
$900,504
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,784
shares
|
$892,499
0.11% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,782
shares
|
$891,498
0.5% of portfolio
|
Q4 2024
Added 29.32%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
1,779
shares
|
$889,998
0.07% of portfolio
|
Q4 2024
Reduced 10.78%
|