Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,336 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $76.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
25
shares
|
$12,571
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
25
shares
|
$12,571
0.0% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
25
shares
|
$12,571
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
25
shares
|
$12,571
0.01% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
23
shares
|
$11,565
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
23
shares
|
$11,565
0.0% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19
shares
|
$9,553
0.01% of portfolio
|
Q3 2022
Reduced 67.8%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
19
shares
|
$9,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
18
shares
|
$9,051
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
18
shares
|
$9,051
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
17
shares
|
$8,548
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
17
shares
|
$8,548
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
16
shares
|
$8,045
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
16
shares
|
$8,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16
shares
|
$8,045
0.0% of portfolio
|
Q3 2022
Reduced 94.41%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
16
shares
|
$8,045
0.0% of portfolio
|
Q4 2024
Reduced 98.99%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16
shares
|
$8,045
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
14
shares
|
$7,039
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
14
shares
|
$7,039
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
13
shares
|
$6,536
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
13
shares
|
$6,536
0.0% of portfolio
|
Q2 2023
Reduced 92.86%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
13
shares
|
$6,536
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
13
shares
|
$6,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
12
shares
|
$6,034
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
12
shares
|
$6,034
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|