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 |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
400
shares
|
$204,923
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
400
shares
|
$204,923
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Latash Investments, LLC
Anchorage, AK |
Aug 13, 2025 Q2 2025 |
400
shares
|
$204,923
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
400
shares
|
$204,923
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
396
shares
|
$202,874
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
395
shares
|
$202,362
0.01% of portfolio
|
Q2 2025
Added 77.13%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
377
shares
|
$193,140
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
370
shares
|
$189,554
0.16% of portfolio
|
Q2 2025
Added 250.81%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
370
shares
|
$189,554
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
365
shares
|
$186,993
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
355
shares
|
$181,870
0.01% of portfolio
|
Q2 2025
Reduced 92.98%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
354
shares
|
$181,357
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
343
shares
|
$175,722
0.11% of portfolio
|
Q2 2025
Reduced 27.18%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
334
shares
|
$171,111
0.01% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
316
shares
|
$161,889
0.19% of portfolio
|
Q3 2022
Reduced 12.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
310
shares
|
$158,816
0.01% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
309
shares
|
$158,303
0.08% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
300
shares
|
$153,692
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
295
shares
|
$151,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
287
shares
|
$147,032
0.01% of portfolio
|
Q2 2025
Reduced 35.36%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
287
shares
|
$147,032
0.12% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
275
shares
|
$140,885
0.01% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
273
shares
|
$139,860
0.01% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
253
shares
|
$129,614
0.06% of portfolio
|
Q4 2024
Reduced 15.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
250
shares
|
$128,077
0.01% of portfolio
|
Q2 2021
New holding
|