Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,412 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 $71.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
644
shares
|
$296,104
0.0% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Saybrook Capital
|
Feb 07, 2025 Q4 2024 |
643
shares
|
$295,644
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
643
shares
|
$295,644
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
642
shares
|
$295,185
0.14% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
640
shares
|
$294,265
0.05% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
636
shares
|
$292,426
0.1% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
634
shares
|
$291,506
0.09% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
631
shares
|
$290,127
0.01% of portfolio
|
Q2 2020
Reduced 4.46%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
625
shares
|
$287,368
0.01% of portfolio
|
Q4 2024
Added 41.4%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
625
shares
|
$287,368
0.03% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
624
shares
|
$286,908
0.0% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
621
shares
|
$285,529
0.01% of portfolio
|
Q4 2024
Added 23.21%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
620
shares
|
$285,069
0.01% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
619
shares
|
$284,610
0.19% of portfolio
|
Q4 2022
Reduced 34.98%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
618
shares
|
$284,150
0.01% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
613
shares
|
$281,851
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
610
shares
|
$280,471
0.02% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
610
shares
|
$280,471
0.02% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
608
shares
|
$279,552
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
607
shares
|
$279,092
0.05% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
606
shares
|
$278,632
0.02% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
605
shares
|
$278,172
0.12% of portfolio
|
Q2 2024
Reduced 17.12%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
605
shares
|
$278,172
0.29% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
605
shares
|
$278,172
0.02% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
605
shares
|
$278,172
0.08% of portfolio
|
Q4 2024
Reduced 1.14%
|