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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
13
shares
|
$6,660
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12
shares
|
$6,147
0.0% of portfolio
|
Q2 2025
Reduced 99.91%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$6,147
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
12
shares
|
$6,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
11
shares
|
$5,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$5,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
10
shares
|
$5,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
9
shares
|
$4,610
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
9
shares
|
$4,610
0.0% of portfolio
|
Q2 2023
Reduced 47.06%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$4,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
9
shares
|
$4,610
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
9
shares
|
$4,610
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
9
shares
|
$4,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
9
shares
|
$4,610
0.0% of portfolio
|
Q2 2025
Reduced 99.77%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
8
shares
|
$4,098
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
8
shares
|
$4,098
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
8
shares
|
$4,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7
shares
|
$3,586
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
7
shares
|
$3,586
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
6
shares
|
$3,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6
shares
|
$3,073
0.0% of portfolio
|
Q2 2020
Reduced 86.96%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
6
shares
|
$3,073
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
6
shares
|
$3,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
6
shares
|
$3,073
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
6
shares
|
$3,073
0.0% of portfolio
|
Q2 2025
New holding
|