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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
86
shares
|
$40,814
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
84
shares
|
$39,865
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
83
shares
|
$39,390
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
83
shares
|
$39,390
0.01% of portfolio
|
Q3 2024
Added 88.64%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
76
shares
|
$36,068
0.01% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
75
shares
|
$35,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
75
shares
|
$35,594
0.02% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
75
shares
|
$35,594
0.01% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
75
shares
|
$35,594
0.01% of portfolio
|
Q1 2024
Reduced 24.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
70
shares
|
$33,221
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
70
shares
|
$33,221
0.0% of portfolio
|
Q4 2023
Added 55.56%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
67
shares
|
$31,797
0.0% of portfolio
|
Q3 2024
Added 272.22%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
64
shares
|
$30,373
0.0% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$29,899
0.01% of portfolio
|
Q3 2023
Added 36.96%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
60
shares
|
$28,475
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
60
shares
|
$28,475
0.02% of portfolio
|
Q3 2024
Added 566.67%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
57
shares
|
$27,051
0.0% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
57
shares
|
$27,051
0.02% of portfolio
|
Q2 2024
Added 26.67%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
56
shares
|
$26,577
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
54
shares
|
$25,627
0.0% of portfolio
|
Q4 2023
Added 350.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54
shares
|
$25,627
0.01% of portfolio
|
Q3 2023
Added 38.46%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
49
shares
|
$23,254
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
48
shares
|
$22,780
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
47
shares
|
$22,305
0.02% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
46
shares
|
$21,831
0.0% of portfolio
|
Q3 2024
Reduced 91.83%
|