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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
38
shares
|
$17,218
0.0% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
38
shares
|
$17,218
0.0% of portfolio
|
Q3 2024
Reduced 42.42%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
36
shares
|
$16,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
34
shares
|
$15,406
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
32
shares
|
$14,499
0.01% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
31
shares
|
$14,046
0.01% of portfolio
|
Q2 2024
Added 82.35%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
31
shares
|
$14,046
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
30
shares
|
$13,593
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28
shares
|
$12,687
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
28
shares
|
$12,687
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
28
shares
|
$12,687
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
28
shares
|
$12,687
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
28
shares
|
$12,687
0.01% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
27
shares
|
$12,234
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
26
shares
|
$11,781
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
26
shares
|
$11,781
0.0% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
25
shares
|
$11,328
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
25
shares
|
$11,328
0.0% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
25
shares
|
$11,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
25
shares
|
$11,328
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
25
shares
|
$11,328
0.01% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
24
shares
|
$10,874
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
23
shares
|
$10,421
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
23
shares
|
$10,421
0.0% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
22
shares
|
$9,968
0.0% of portfolio
|
Q1 2025
Reduced 40.54%
|