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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
503
shares
|
$257,691
0.0% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
502
shares
|
$257,179
0.04% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$256,154
0.06% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
500
shares
|
$256,154
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
500
shares
|
$256,154
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
497
shares
|
$254,618
0.12% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
496
shares
|
$254,105
0.03% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
496
shares
|
$254,105
0.01% of portfolio
|
Q2 2025
Reduced 52.81%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
495
shares
|
$253,593
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
494
shares
|
$253,081
0.01% of portfolio
|
Q2 2025
Reduced 37.23%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
488
shares
|
$250,007
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
488
shares
|
$250,007
0.01% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
487
shares
|
$249,494
0.0% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
486
shares
|
$248,982
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
482
shares
|
$246,933
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
481
shares
|
$246,421
0.02% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
481
shares
|
$246,421
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
480
shares
|
$245,908
0.08% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
479
shares
|
$245,396
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
478
shares
|
$244,884
0.02% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
475
shares
|
$243,347
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
471
shares
|
$241,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
464
shares
|
$237,711
0.12% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
462
shares
|
$236,687
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
461
shares
|
$236,174
0.04% of portfolio
|
Q3 2024
New holding
|