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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,034
shares
|
$529,728
0.02% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
1,033
shares
|
$529,216
0.02% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
1,032
shares
|
$528,703
0.17% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,030
shares
|
$527,679
0.04% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
1,024
shares
|
$524,605
0.02% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
1,020
shares
|
$522,556
0.12% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,009
shares
|
$516,920
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,006
shares
|
$515,383
0.04% of portfolio
|
Q1 2025
Added 30.14%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,005
shares
|
$514,871
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,004
shares
|
$514,359
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,003
shares
|
$513,846
0.07% of portfolio
|
Q2 2025
Reduced 74.39%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$512,309
0.03% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$512,309
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
998
shares
|
$511,285
0.06% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
997
shares
|
$510,773
0.01% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
993
shares
|
$508,723
0.06% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
986
shares
|
$505,137
0.03% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
986
shares
|
$505,137
0.02% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
985
shares
|
$504,625
0.04% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
984
shares
|
$504,113
0.02% of portfolio
|
Q2 2025
Added 94.08%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
983
shares
|
$503,600
0.06% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
981
shares
|
$502,576
0.01% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
980
shares
|
$502,063
0.45% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
977
shares
|
$500,526
0.09% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
965
shares
|
$494,379
0.02% of portfolio
|
Q2 2025
Added 32.92%
|