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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
537
shares
|
$275,110
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
536
shares
|
$274,598
0.1% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
533
shares
|
$273,061
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
533
shares
|
$273,061
0.04% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
533
shares
|
$273,061
0.03% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
533
shares
|
$273,061
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
533
shares
|
$273,061
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
531
shares
|
$272,036
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
528
shares
|
$270,499
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
526
shares
|
$269,475
0.0% of portfolio
|
Q2 2025
Reduced 68.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
525
shares
|
$268,962
0.01% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
521
shares
|
$266,913
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
519
shares
|
$265,888
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
518
shares
|
$265,376
0.02% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
518
shares
|
$265,376
0.12% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
517
shares
|
$264,864
0.03% of portfolio
|
Q2 2025
Added 33.59%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
516
shares
|
$264,351
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
514
shares
|
$263,327
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
513
shares
|
$262,815
0.02% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
510
shares
|
$261,278
0.12% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
509
shares
|
$260,765
0.04% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
506
shares
|
$259,228
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
504
shares
|
$258,204
0.04% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
504
shares
|
$258,204
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
504
shares
|
$258,204
0.14% of portfolio
|
Q1 2025
Reduced 22.94%
|