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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
40
shares
|
$20,492
0.0% of portfolio
|
Q2 2025
Added 990.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
39
shares
|
$19,980
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
39
shares
|
$19,980
0.01% of portfolio
|
Q2 2025
Added 39.29%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
38
shares
|
$19,467
0.0% of portfolio
|
Q4 2021
Added 2.7%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
34
shares
|
$17,418
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bares Capital Management, Inc.
Austin, TX |
Aug 14, 2025 Q2 2025 |
34
shares
|
$17,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
33
shares
|
$16,906
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28
shares
|
$14,344
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
28
shares
|
$14,344
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
28
shares
|
$14,344
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
28
shares
|
$14,344
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
26
shares
|
$13,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
26
shares
|
$13,320
0.0% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
26
shares
|
$13,320
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$12,807
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
25
shares
|
$12,807
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
25
shares
|
$12,807
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
25
shares
|
$12,807
0.01% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
25
shares
|
$12,807
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
24
shares
|
$12,295
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
23
shares
|
$11,783
0.0% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
23
shares
|
$11,783
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
22
shares
|
$11,270
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
22
shares
|
$11,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$11,270
0.0% of portfolio
|
Q2 2025
Added 266.67%
|