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 $80.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
1,051
shares
|
$546,078
0.3% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,050
shares
|
$545,559
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
1,046
shares
|
$543,480
0.02% of portfolio
|
Q4 2024
Reduced 76.49%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,043
shares
|
$541,921
0.01% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,041
shares
|
$540,882
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
1,038
shares
|
$539,324
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
1,036
shares
|
$538,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
1,020
shares
|
$529,971
0.12% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
1,019
shares
|
$529,452
0.02% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
1,011
shares
|
$525,295
0.04% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,010
shares
|
$524,775
0.06% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
1,004
shares
|
$521,658
0.03% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
1,003
shares
|
$521,138
0.01% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,001
shares
|
$520,099
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$519,580
0.04% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$519,580
0.03% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$519,580
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
998
shares
|
$518,540
0.31% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
995
shares
|
$516,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
995
shares
|
$516,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
993
shares
|
$515,942
0.06% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
988
shares
|
$513,345
0.06% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
986
shares
|
$512,305
0.01% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
986
shares
|
$512,305
0.03% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
985
shares
|
$511,786
0.04% of portfolio
|
Q3 2024
Reduced 4.83%
|