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 |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
2
shares
|
$1,024
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2
shares
|
$1,024
0.03% of portfolio
|
Q3 2024
Reduced 93.55%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
2
shares
|
$1,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
2
shares
|
$1,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2
shares
|
$1,024
0.0% of portfolio
|
Q1 2025
Reduced 98.06%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
2
shares
|
$1,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
2
shares
|
$1,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1
shares
|
$512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1
shares
|
$512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1
shares
|
$512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1
shares
|
$512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
1
shares
|
$512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
1
shares
|
$512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
1
shares
|
$512
0.01% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Jan 24, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|