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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
964
shares
|
$493,866
0.02% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
964
shares
|
$493,866
0.31% of portfolio
|
Q1 2023
Added 0.21%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
964
shares
|
$493,866
0.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
960
shares
|
$491,817
0.36% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
960
shares
|
$491,817
0.01% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
959
shares
|
$491,305
0.06% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
959
shares
|
$491,305
0.02% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
956
shares
|
$489,768
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
955
shares
|
$489,256
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
945
shares
|
$484,132
0.01% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Aug 13, 2025 Q2 2025 |
945
shares
|
$484,132
0.22% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
939
shares
|
$481,059
0.12% of portfolio
|
Q2 2025
Added 39.11%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
937
shares
|
$480,034
0.08% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
933
shares
|
$477,985
0.01% of portfolio
|
Q2 2025
Reduced 97.93%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
929
shares
|
$475,935
0.01% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
926
shares
|
$474,399
0.15% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
924
shares
|
$473,374
0.29% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
922
shares
|
$472,349
0.14% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
922
shares
|
$472,349
0.06% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
922
shares
|
$472,349
0.12% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
920
shares
|
$471,325
0.04% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
912
shares
|
$467,226
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
909
shares
|
$465,689
0.01% of portfolio
|
Q1 2024
Reduced 23.44%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
906
shares
|
$464,152
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
904
shares
|
$463,128
0.02% of portfolio
|
Q2 2025
Added 0.11%
|