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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
22
shares
|
$11,270
0.01% of portfolio
|
Q2 2025
Added 2100.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
21
shares
|
$10,758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
20
shares
|
$10,246
0.0% of portfolio
|
Q2 2025
Added 185.71%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20
shares
|
$10,246
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19
shares
|
$9,733
0.01% of portfolio
|
Q3 2022
Reduced 67.8%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
19
shares
|
$9,733
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
18
shares
|
$9,221
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
18
shares
|
$9,221
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
17
shares
|
$8,709
0.0% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
17
shares
|
$8,709
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
17
shares
|
$8,709
0.01% of portfolio
|
Q2 2025
Added 466.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
17
shares
|
$8,709
0.0% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
16
shares
|
$8,196
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16
shares
|
$8,196
0.0% of portfolio
|
Q3 2022
Reduced 94.41%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
16
shares
|
$8,196
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
15
shares
|
$7,684
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
14
shares
|
$7,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
14
shares
|
$7,172
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
14
shares
|
$7,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
14
shares
|
$7,172
0.0% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
14
shares
|
$7,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
14
shares
|
$7,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
13
shares
|
$6,660
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$6,660
0.0% of portfolio
|
Q2 2023
Reduced 92.86%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
13
shares
|
$6,660
0.0% of portfolio
|
Q2 2023
New holding
|