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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,772
shares
|
$886,496
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
1,769
shares
|
$884,995
0.04% of portfolio
|
Q3 2020
Reduced 68.72%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,767
shares
|
$883,994
0.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,755
shares
|
$877,991
0.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,747
shares
|
$873,989
0.04% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,744
shares
|
$872,488
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
1,737
shares
|
$868,986
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,733
shares
|
$866,985
0.07% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,732
shares
|
$866,484
0.25% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,729
shares
|
$864,984
0.03% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,728
shares
|
$864,483
0.03% of portfolio
|
Q4 2024
Added 180.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
1,717
shares
|
$858,980
0.07% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,689
shares
|
$844,972
0.06% of portfolio
|
Q1 2024
Reduced 10.63%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
1,676
shares
|
$838,469
0.06% of portfolio
|
Q3 2024
Added 80.22%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,673
shares
|
$836,968
0.11% of portfolio
|
Q3 2024
Added 42.26%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
1,671
shares
|
$835,967
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
1,666
shares
|
$833,466
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,651
shares
|
$825,962
0.05% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
1,645
shares
|
$822,960
0.05% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
1,641
shares
|
$820,959
0.16% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
1,641
shares
|
$820,959
0.03% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
1,634
shares
|
$817,457
0.03% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,624
shares
|
$812,454
0.01% of portfolio
|
Q4 2023
Reduced 26.15%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,624
shares
|
$812,454
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
1,623
shares
|
$811,954
0.13% of portfolio
|
Q4 2024
Reduced 0.79%
|