Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,427 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 $70.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
106
shares
|
$48,030
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
106
shares
|
$48,030
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
105
shares
|
$47,577
0.01% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
102
shares
|
$46,218
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
101
shares
|
$45,765
0.02% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$45,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
99
shares
|
$44,858
0.01% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
99
shares
|
$44,858
0.0% of portfolio
|
Q4 2024
Reduced 48.97%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
95
shares
|
$43,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
92
shares
|
$41,687
0.02% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
91
shares
|
$41,233
0.03% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
90
shares
|
$40,780
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
88
shares
|
$39,874
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
87
shares
|
$39,421
0.01% of portfolio
|
Q1 2021
Reduced 4.4%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
84
shares
|
$38,062
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
83
shares
|
$37,608
0.0% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
80
shares
|
$36,249
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
80
shares
|
$36,249
0.01% of portfolio
|
Q4 2024
Reduced 93.12%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
75
shares
|
$33,984
0.01% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
75
shares
|
$33,984
0.01% of portfolio
|
Q1 2024
Reduced 24.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
70
shares
|
$31,718
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
65
shares
|
$29,452
0.01% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
64
shares
|
$28,999
0.0% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$28,546
0.01% of portfolio
|
Q3 2023
Added 36.96%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
61
shares
|
$27,640
0.0% of portfolio
|
Q1 2025
Added 7.02%
|