Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,392 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 $80.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
759
shares
|
$396,835
0.03% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
758
shares
|
$396,312
0.06% of portfolio
|
Q3 2024
Added 9375.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
757
shares
|
$395,789
0.03% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
748
shares
|
$391,084
0.07% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
746
shares
|
$390,038
0.06% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
742
shares
|
$387,947
0.11% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
742
shares
|
$387,947
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
741
shares
|
$387,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
741
shares
|
$387,424
0.26% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
741
shares
|
$387,424
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
738
shares
|
$385,855
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
733
shares
|
$383,241
0.02% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
723
shares
|
$378,013
0.02% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
722
shares
|
$377,490
0.03% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
722
shares
|
$377,490
0.01% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
722
shares
|
$377,490
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
718
shares
|
$375,399
0.08% of portfolio
|
Q3 2024
Reduced 60.98%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
717
shares
|
$374,876
0.13% of portfolio
|
Q4 2024
Reduced 58.24%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
715
shares
|
$373,830
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
712
shares
|
$372,262
0.02% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
708
shares
|
$370,170
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
705
shares
|
$368,602
0.05% of portfolio
|
Q4 2024
Reduced 33.93%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
701
shares
|
$366,510
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
700
shares
|
$365,988
0.03% of portfolio
|
Q4 2024
Reduced 88.1%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
698
shares
|
$364,942
0.02% of portfolio
|
Q3 2024
Reduced 12.97%
|