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 |
|---|---|---|---|---|---|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,552
shares
|
$795,105
0.2% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,549
shares
|
$793,568
0.2% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,547
shares
|
$792,543
0.03% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,537
shares
|
$787,420
0.15% of portfolio
|
Q2 2025
Added 107.68%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
1,531
shares
|
$784,346
0.13% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,530
shares
|
$783,834
0.0% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,516
shares
|
$776,661
0.03% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
1,514
shares
|
$775,637
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
1,510
shares
|
$773,588
0.11% of portfolio
|
Q2 2025
Added 196.08%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 14, 2025 Q2 2025 |
1,505
shares
|
$771,026
0.26% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,504
shares
|
$770,514
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
1,497
shares
|
$766,928
0.17% of portfolio
|
Q2 2025
Reduced 70.08%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,483
shares
|
$759,755
0.1% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,478
shares
|
$757,194
0.12% of portfolio
|
Q2 2025
Reduced 76.1%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
1,470
shares
|
$753,095
0.28% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,469
shares
|
$752,583
0.12% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,468
shares
|
$752,071
0.0% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
1,463
shares
|
$749,509
0.2% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
1,463
shares
|
$749,509
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,460
shares
|
$747,972
0.02% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,456
shares
|
$745,923
0.19% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,431
shares
|
$733,115
0.04% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
1,411
shares
|
$722,869
0.02% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
1,410
shares
|
$722,357
0.13% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
1,410
shares
|
$722,357
0.08% of portfolio
|
Q2 2025
Reduced 1.12%
|