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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
429
shares
|
$219,780
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
426
shares
|
$218,244
0.03% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
422
shares
|
$216,194
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
421
shares
|
$215,682
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
419
shares
|
$214,657
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
416
shares
|
$213,120
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
416
shares
|
$213,120
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
415
shares
|
$212,608
0.04% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
413
shares
|
$211,584
0.08% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
412
shares
|
$211,071
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
411
shares
|
$210,559
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
410
shares
|
$210,047
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
409
shares
|
$209,534
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
407
shares
|
$208,510
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
407
shares
|
$208,510
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Aug 12, 2025 Q2 2025 |
405
shares
|
$207,485
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
403
shares
|
$206,460
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
403
shares
|
$206,460
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
402
shares
|
$205,948
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
400
shares
|
$204,923
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
400
shares
|
$204,923
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$204,923
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$204,923
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
400
shares
|
$204,923
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
400
shares
|
$204,923
0.0% of portfolio
|
Q2 2025
New holding
|