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 |
|---|---|---|---|---|---|
|
Fishman Jay A LTD
Troy, MI |
Jul 22, 2025 Q2 2025 |
1,875
shares
|
$960,581
0.09% of portfolio
|
Q2 2024
Reduced 95.85%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,874
shares
|
$960,068
0.12% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,867
shares
|
$956,482
0.05% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,866
shares
|
$955,970
0.29% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
1,854
shares
|
$949,822
0.53% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
1,852
shares
|
$948,798
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
1,843
shares
|
$944,187
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
1,841
shares
|
$943,162
0.06% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
1,840
shares
|
$942,650
0.06% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
1,822
shares
|
$933,428
0.12% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
1,818
shares
|
$931,379
0.28% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,814
shares
|
$929,330
0.1% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
1,800
shares
|
$922,157
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,798
shares
|
$921,133
0.01% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
1,796
shares
|
$920,108
0.07% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,793
shares
|
$918,571
0.01% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,792
shares
|
$918,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
1,784
shares
|
$913,961
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,779
shares
|
$911,399
0.19% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
1,769
shares
|
$906,276
0.04% of portfolio
|
Q3 2020
Reduced 68.72%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
1,768
shares
|
$905,764
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,767
shares
|
$905,251
0.06% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
1,753
shares
|
$898,079
0.04% of portfolio
|
Q2 2025
Added 188.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,750
shares
|
$896,542
0.02% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,740
shares
|
$891,419
0.24% of portfolio
|
Q2 2025
Reduced 0.23%
|