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 |
|---|---|---|---|---|---|
|
Saybrook Capital
|
Jul 31, 2025 Q2 2025 |
643
shares
|
$329,415
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
642
shares
|
$328,903
0.03% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
640
shares
|
$327,878
0.05% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
638
shares
|
$326,853
0.01% of portfolio
|
Q2 2025
Reduced 50.89%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
638
shares
|
$326,853
0.09% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
635
shares
|
$325,316
0.02% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
633
shares
|
$324,292
0.02% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
631
shares
|
$323,267
0.01% of portfolio
|
Q2 2020
Reduced 4.46%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
629
shares
|
$322,242
0.02% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
625
shares
|
$320,193
0.29% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
623
shares
|
$319,169
0.11% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
622
shares
|
$318,656
0.01% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
622
shares
|
$318,656
0.07% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
620
shares
|
$317,632
0.01% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
620
shares
|
$317,632
0.0% of portfolio
|
Q2 2025
Added 29.98%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
620
shares
|
$317,632
0.19% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
619
shares
|
$317,119
0.02% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
613
shares
|
$314,046
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
613
shares
|
$314,046
0.19% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
612
shares
|
$313,533
0.01% of portfolio
|
Q2 2025
Added 22.4%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
605
shares
|
$309,947
0.12% of portfolio
|
Q2 2024
Reduced 17.12%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
603
shares
|
$308,922
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
602
shares
|
$308,410
0.01% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
600
shares
|
$307,385
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
600
shares
|
$307,385
0.06% of portfolio
|
Q4 2023
New holding
|