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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
6
shares
|
$3,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
6
shares
|
$3,073
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
5
shares
|
$2,561
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$2,561
0.0% of portfolio
|
Q1 2025
Reduced 99.79%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$2,561
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
5
shares
|
$2,561
0.0% of portfolio
|
Q2 2025
Reduced 98.02%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$2,561
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
5
shares
|
$2,561
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$2,561
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5
shares
|
$2,561
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4
shares
|
$2,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
4
shares
|
$2,049
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
4
shares
|
$2,049
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$2,049
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
4
shares
|
$2,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$1,536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3
shares
|
$1,536
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
3
shares
|
$1,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
3
shares
|
$1,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3
shares
|
$1,536
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
3
shares
|
$1,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$1,536
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2
shares
|
$1,024
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$1,024
0.0% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2
shares
|
$1,024
0.0% of portfolio
|
Q2 2025
New holding
|