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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
461
shares
|
$236,174
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
459
shares
|
$235,150
0.04% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
456
shares
|
$233,613
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
454
shares
|
$232,588
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
453
shares
|
$232,076
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
453
shares
|
$232,076
0.0% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
451
shares
|
$231,051
0.04% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
450
shares
|
$230,539
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
450
shares
|
$230,539
0.08% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
450
shares
|
$230,539
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
444
shares
|
$227,465
0.03% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
443
shares
|
$226,953
0.02% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
440
shares
|
$225,416
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
439
shares
|
$224,904
0.13% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
439
shares
|
$224,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
438
shares
|
$224,391
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
437
shares
|
$223,879
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
437
shares
|
$223,879
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
435
shares
|
$222,854
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
435
shares
|
$222,854
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
435
shares
|
$222,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
434
shares
|
$222,342
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
434
shares
|
$222,342
0.01% of portfolio
|
Q2 2025
Reduced 25.17%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
433
shares
|
$221,830
0.1% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
432
shares
|
$221,317
0.03% of portfolio
|
Q3 2024
New holding
|