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 |
|---|---|---|---|---|---|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,250
shares
|
$640,387
0.33% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,249
shares
|
$639,875
0.02% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
1,249
shares
|
$639,875
0.01% of portfolio
|
Q2 2025
Reduced 43.23%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,244
shares
|
$637,313
0.06% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,240
shares
|
$635,264
0.05% of portfolio
|
Q3 2022
Added 17.54%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
1,237
shares
|
$633,727
0.43% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,235
shares
|
$632,702
0.02% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,227
shares
|
$628,604
0.32% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,218
shares
|
$623,993
0.07% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,211
shares
|
$620,407
0.05% of portfolio
|
Q2 2023
Added 2274.51%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
1,210
shares
|
$619,895
0.04% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$614,771
0.0% of portfolio
|
Q4 2023
Reduced 6.61%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
1,199
shares
|
$614,259
0.14% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
1,198
shares
|
$613,747
0.0% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,190
shares
|
$609,648
0.17% of portfolio
|
Q4 2023
Reduced 7.39%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,188
shares
|
$608,624
0.06% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,174
shares
|
$601,451
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
1,173
shares
|
$600,939
0.01% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,169
shares
|
$598,890
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
1,167
shares
|
$597,865
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
1,166
shares
|
$597,353
0.07% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
1,162
shares
|
$595,304
0.42% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,162
shares
|
$595,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,159
shares
|
$593,767
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
1,150
shares
|
$589,156
0.04% of portfolio
|
Q2 2025
Reduced 0.86%
|