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 |
|---|---|---|---|---|---|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
151
shares
|
$71,663
0.06% of portfolio
|
Q4 2023
Reduced 34.63%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
150
shares
|
$71,188
0.0% of portfolio
|
Q3 2024
Added 2900.0%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
133
shares
|
$63,120
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
132
shares
|
$62,645
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
130
shares
|
$61,696
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
129
shares
|
$61,222
0.0% of portfolio
|
Q3 2022
Added 17.27%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
128
shares
|
$60,747
0.01% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
125
shares
|
$59,323
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 13, 2024 Q3 2024 |
122
shares
|
$57,899
0.07% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
122
shares
|
$57,899
0.01% of portfolio
|
Q3 2024
Added 388.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
121
shares
|
$57,425
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
115
shares
|
$54,577
0.02% of portfolio
|
Q2 2024
Reduced 20.69%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
112
shares
|
$53,154
0.01% of portfolio
|
Q3 2024
Reduced 39.46%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
111
shares
|
$52,679
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
109
shares
|
$51,730
0.01% of portfolio
|
Q3 2024
Added 101.85%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
106
shares
|
$50,306
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
103
shares
|
$48,882
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
102
shares
|
$48,408
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
101
shares
|
$47,933
0.01% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
100
shares
|
$47,459
0.02% of portfolio
|
Q3 2024
Added 194.12%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
90
shares
|
$42,713
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
88
shares
|
$41,763
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
87
shares
|
$41,289
0.01% of portfolio
|
Q1 2021
Reduced 4.4%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
87
shares
|
$41,289
0.0% of portfolio
|
Q2 2024
Added 10.13%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
86
shares
|
$40,814
0.0% of portfolio
|
Q3 2024
Added 82.98%
|