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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
78
shares
|
$39,960
0.01% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
72
shares
|
$36,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
70
shares
|
$35,861
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
69
shares
|
$35,349
0.0% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
66
shares
|
$33,812
0.01% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
65
shares
|
$33,300
0.01% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$32,275
0.01% of portfolio
|
Q3 2023
Added 36.96%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
61
shares
|
$31,250
0.02% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
60
shares
|
$30,738
0.02% of portfolio
|
Q3 2024
Added 566.67%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
56
shares
|
$28,689
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
56
shares
|
$28,689
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
55
shares
|
$28,177
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
54
shares
|
$27,664
0.01% of portfolio
|
Q2 2025
Added 42.11%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54
shares
|
$27,664
0.01% of portfolio
|
Q3 2023
Added 38.46%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
51
shares
|
$26,127
0.0% of portfolio
|
Q2 2025
Reduced 91.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
50
shares
|
$25,615
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
50
shares
|
$25,615
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
49
shares
|
$25,103
0.01% of portfolio
|
Q2 2025
Added 58.06%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
48
shares
|
$24,590
0.01% of portfolio
|
Q2 2025
Reduced 60.42%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
47
shares
|
$24,078
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
47
shares
|
$24,078
0.01% of portfolio
|
Q2 2025
Added 422.22%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
46
shares
|
$23,566
0.01% of portfolio
|
Q2 2025
Added 70.37%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
45
shares
|
$23,053
0.0% of portfolio
|
Q4 2024
Reduced 35.71%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
43
shares
|
$22,029
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
40
shares
|
$20,492
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|