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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
112
shares
|
$57,378
0.02% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
110
shares
|
$56,354
0.0% of portfolio
|
Q2 2025
Added 86.44%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
109
shares
|
$55,841
0.01% of portfolio
|
Q1 2025
Added 581.25%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
107
shares
|
$54,817
0.01% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
107
shares
|
$54,817
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
106
shares
|
$54,304
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
106
shares
|
$54,304
0.01% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
105
shares
|
$53,792
0.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
105
shares
|
$53,792
0.01% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
104
shares
|
$53,280
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
103
shares
|
$52,767
0.01% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
103
shares
|
$52,767
0.0% of portfolio
|
Q2 2025
Reduced 86.79%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
101
shares
|
$51,743
0.02% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$51,230
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
100
shares
|
$51,230
0.02% of portfolio
|
Q4 2024
Added 59.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
100
shares
|
$51,230
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
99
shares
|
$50,718
0.0% of portfolio
|
Q4 2024
Reduced 48.97%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
95
shares
|
$48,669
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
94
shares
|
$48,157
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
93
shares
|
$47,644
0.0% of portfolio
|
Q2 2025
Reduced 98.12%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
93
shares
|
$47,644
0.02% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
88
shares
|
$45,083
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
87
shares
|
$44,570
0.01% of portfolio
|
Q1 2021
Reduced 4.4%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
83
shares
|
$42,521
0.0% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
80
shares
|
$40,984
0.01% of portfolio
|
Q2 2025
Added 42.86%
|