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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
699
shares
|
$358,104
0.02% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
698
shares
|
$357,592
0.08% of portfolio
|
Q2 2025
Reduced 18.93%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
696
shares
|
$356,567
0.02% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
695
shares
|
$356,055
0.0% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
694
shares
|
$355,543
0.02% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
692
shares
|
$354,518
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Rice Hall James & Associates, LLC
|
Aug 11, 2025 Q2 2025 |
691
shares
|
$354,006
0.02% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
687
shares
|
$351,956
0.01% of portfolio
|
Q2 2025
Added 114.02%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
684
shares
|
$350,420
0.01% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
682
shares
|
$349,395
0.05% of portfolio
|
Q2 2025
Added 40.04%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
682
shares
|
$349,395
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
681
shares
|
$348,883
0.05% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
677
shares
|
$346,833
0.23% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
670
shares
|
$343,247
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
669
shares
|
$342,735
0.04% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
669
shares
|
$342,735
0.01% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
667
shares
|
$341,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
657
shares
|
$336,587
0.02% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
656
shares
|
$336,075
0.01% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
655
shares
|
$335,563
0.1% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
655
shares
|
$335,563
0.06% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
651
shares
|
$333,513
0.08% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
650
shares
|
$333,001
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
649
shares
|
$332,489
0.27% of portfolio
|
Q4 2023
Reduced 22.65%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
644
shares
|
$329,927
0.08% of portfolio
|
Q2 2025
Added 5.57%
|