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 |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
762
shares
|
$390,380
0.1% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
758
shares
|
$388,330
0.05% of portfolio
|
Q3 2024
Added 9375.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
757
shares
|
$387,818
0.03% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
750
shares
|
$384,232
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
744
shares
|
$381,158
0.05% of portfolio
|
Q2 2025
Added 67.57%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
742
shares
|
$380,134
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
738
shares
|
$378,084
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
735
shares
|
$376,547
0.11% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
733
shares
|
$375,523
0.02% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
730
shares
|
$373,986
0.12% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
727
shares
|
$372,449
0.02% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
724
shares
|
$370,912
0.08% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
722
shares
|
$369,887
0.03% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
721
shares
|
$369,375
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
720
shares
|
$368,863
0.25% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
717
shares
|
$367,326
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
715
shares
|
$366,301
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
713
shares
|
$365,277
0.3% of portfolio
|
Q2 2025
Added 41.19%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
713
shares
|
$365,277
0.01% of portfolio
|
Q2 2025
Added 19.03%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
708
shares
|
$362,715
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
706
shares
|
$361,690
0.02% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
702
shares
|
$359,641
0.03% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
702
shares
|
$359,641
0.04% of portfolio
|
Q1 2025
Added 16.61%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
702
shares
|
$359,641
0.19% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
700
shares
|
$358,616
0.14% of portfolio
|
Q1 2021
Reduced 34.57%
|