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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
885
shares
|
$459,828
0.01% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
881
shares
|
$457,749
0.01% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
880
shares
|
$457,230
0.05% of portfolio
|
Q3 2022
Added 12.82%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
878
shares
|
$456,191
0.01% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
877
shares
|
$455,671
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
876
shares
|
$455,152
0.05% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
876
shares
|
$455,152
0.18% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
871
shares
|
$452,554
0.07% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
869
shares
|
$451,515
0.08% of portfolio
|
Q4 2024
Reduced 62.78%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
866
shares
|
$449,956
0.13% of portfolio
|
Q1 2022
Reduced 10.35%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
865
shares
|
$449,436
0.0% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
862
shares
|
$447,877
0.08% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
859
shares
|
$446,319
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
858
shares
|
$445,799
0.02% of portfolio
|
Q4 2021
Reduced 5.51%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
855
shares
|
$444,240
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
854
shares
|
$443,721
0.05% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
854
shares
|
$443,721
0.38% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
853
shares
|
$443,201
0.03% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
853
shares
|
$443,201
0.01% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
851
shares
|
$442,162
0.14% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
842
shares
|
$437,486
0.01% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
841
shares
|
$436,966
0.13% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
839
shares
|
$435,927
0.14% of portfolio
|
Q4 2019
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
832
shares
|
$432,290
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
824
shares
|
$428,133
0.01% of portfolio
|
Q1 2024
Added 0.61%
|