Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,297 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $73.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
456
shares
|
$216,413
0.01% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
442
shares
|
$209,768
0.05% of portfolio
|
Q3 2024
Reduced 63.11%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
442
shares
|
$209,768
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
441
shares
|
$209,294
0.0% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
437
shares
|
$207,395
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
435
shares
|
$206,446
0.01% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
432
shares
|
$205,022
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
430
shares
|
$204,073
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
429
shares
|
$203,599
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
424
shares
|
$201,226
0.02% of portfolio
|
Q3 2024
Reduced 87.38%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
415
shares
|
$196,954
0.04% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
413
shares
|
$196,005
0.02% of portfolio
|
Q3 2024
Added 25.53%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
402
shares
|
$190,785
0.06% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
393
shares
|
$186,513
0.13% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
381
shares
|
$180,818
0.03% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
376
shares
|
$178,445
0.01% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
354
shares
|
$168,004
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
347
shares
|
$164,682
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
343
shares
|
$162,784
0.02% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
324
shares
|
$153,767
0.03% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
322
shares
|
$152,817
0.01% of portfolio
|
Q2 2024
Added 23.85%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
318
shares
|
$150,919
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
316
shares
|
$149,970
0.19% of portfolio
|
Q3 2022
Reduced 12.22%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
300
shares
|
$142,377
0.01% of portfolio
|
Q1 2023
Reduced 7.69%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
300
shares
|
$142,377
0.07% of portfolio
|
Q1 2020
New holding
|