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 |
|---|---|---|---|---|---|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
904
shares
|
$463,128
0.07% of portfolio
|
Q2 2025
Added 50.17%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
904
shares
|
$463,128
0.06% of portfolio
|
Q2 2025
Added 50.17%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
900
shares
|
$461,078
0.18% of portfolio
|
Q3 2023
Added 125.0%
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
890
shares
|
$455,955
0.04% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
887
shares
|
$454,418
0.11% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
880
shares
|
$450,832
0.05% of portfolio
|
Q3 2022
Added 12.82%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
878
shares
|
$449,808
0.04% of portfolio
|
Q2 2025
Reduced 70.54%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
877
shares
|
$449,295
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
873
shares
|
$447,246
0.04% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
866
shares
|
$443,660
0.14% of portfolio
|
Q1 2022
Reduced 10.35%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
865
shares
|
$443,148
0.01% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
865
shares
|
$443,148
0.0% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
861
shares
|
$441,098
0.13% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
861
shares
|
$441,098
0.09% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
860
shares
|
$440,586
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
859
shares
|
$440,074
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
858
shares
|
$439,561
0.02% of portfolio
|
Q4 2021
Reduced 5.51%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
856
shares
|
$438,537
0.01% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
855
shares
|
$438,025
0.01% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
852
shares
|
$436,488
0.39% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
851
shares
|
$435,975
0.01% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
848
shares
|
$434,438
0.38% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
847
shares
|
$433,926
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
846
shares
|
$433,414
0.03% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
839
shares
|
$429,828
0.14% of portfolio
|
Q4 2019
New holding
|