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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,145
shares
|
$586,594
0.03% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
1,145
shares
|
$586,594
0.03% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,141
shares
|
$584,545
0.04% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
1,124
shares
|
$575,836
0.03% of portfolio
|
Q2 2025
Reduced 28.27%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
1,123
shares
|
$575,324
0.08% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,112
shares
|
$569,688
0.04% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,112
shares
|
$569,688
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,110
shares
|
$568,664
0.08% of portfolio
|
Q3 2023
Added 38.75%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,107
shares
|
$567,127
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
1,100
shares
|
$563,540
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
1,097
shares
|
$562,004
0.02% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,096
shares
|
$561,491
0.15% of portfolio
|
Q4 2024
Reduced 87.34%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
1,094
shares
|
$560,467
0.08% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,089
shares
|
$557,905
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,088
shares
|
$557,393
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
1,088
shares
|
$557,393
0.05% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,074
shares
|
$550,220
0.06% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,061
shares
|
$543,560
0.01% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
1,060
shares
|
$543,048
0.17% of portfolio
|
Q2 2025
Added 125.05%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
1,058
shares
|
$542,023
0.02% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
1,053
shares
|
$539,462
0.02% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,051
shares
|
$538,437
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,042
shares
|
$533,827
0.03% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,041
shares
|
$533,314
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,041
shares
|
$533,314
0.04% of portfolio
|
Q2 2025
Added 3.38%
|