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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
833
shares
|
$426,754
0.04% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
824
shares
|
$422,143
0.01% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
818
shares
|
$419,069
0.04% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
813
shares
|
$416,508
0.03% of portfolio
|
Q2 2025
Reduced 92.12%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
811
shares
|
$415,483
0.01% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
811
shares
|
$415,483
0.15% of portfolio
|
Q1 2025
Added 58.71%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
805
shares
|
$412,409
0.03% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
804
shares
|
$411,897
0.2% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
800
shares
|
$409,847
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
799
shares
|
$409,335
0.03% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
798
shares
|
$408,823
0.06% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
798
shares
|
$408,823
0.01% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
797
shares
|
$408,311
0.1% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
796
shares
|
$407,798
0.07% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
788
shares
|
$403,700
0.24% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
783
shares
|
$401,138
0.0% of portfolio
|
Q2 2025
Reduced 92.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
782
shares
|
$400,626
0.03% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
778
shares
|
$398,577
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
776
shares
|
$397,552
0.01% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
775
shares
|
$397,040
0.05% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
775
shares
|
$397,040
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
774
shares
|
$396,527
0.02% of portfolio
|
Q2 2025
Reduced 70.54%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
773
shares
|
$396,015
0.02% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
768
shares
|
$393,454
0.05% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
767
shares
|
$392,941
0.05% of portfolio
|
Q4 2022
New holding
|