Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,504 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
5
shares
|
$2,397
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$2,397
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5
shares
|
$2,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
5
shares
|
$2,397
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5
shares
|
$2,397
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
5
shares
|
$2,397
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
4
shares
|
$1,917
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$1,917
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
4
shares
|
$1,917
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3
shares
|
$1,438
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$1,438
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3
shares
|
$1,438
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
3
shares
|
$1,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
3
shares
|
$1,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
3
shares
|
$1,438
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
3
shares
|
$1,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$1,438
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|