Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,503 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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
5,663
shares
|
$2.72 Million
0.19% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
5,659
shares
|
$2.71 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
5,649
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
5,625
shares
|
$2.7 Million
0.26% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,624
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 66.83%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
5,576
shares
|
$2.67 Million
0.13% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Value Partners Investments Inc.
|
Oct 15, 2025 Q3 2025 |
5,495
shares
|
$2.63 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,483
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,483
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,470
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
5,469
shares
|
$2.62 Million
0.31% of portfolio
|
Q3 2025
Added 39.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,442
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.39%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
5,423
shares
|
$2.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
5,420
shares
|
$2.6 Million
0.26% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,377
shares
|
$2.58 Million
0.05% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
5,368
shares
|
$2.57 Million
0.7% of portfolio
|
Q3 2025
Reduced 23.7%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
5,361
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2025
Added 66.08%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
5,314
shares
|
$2.55 Million
0.15% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5,288
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2025
Reduced 43.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
5,231
shares
|
$2.51 Million
0.03% of portfolio
|
Q3 2025
Added 20.28%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
5,212
shares
|
$2.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
5,199
shares
|
$2.49 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,185
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2025
Added 70.67%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,164
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,062
shares
|
$2.43 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|