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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,894
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,890
shares
|
$1.87 Million
0.35% of portfolio
|
Q3 2023
Added 0.73%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,855
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,797
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,797
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
3,725
shares
|
$1.79 Million
0.56% of portfolio
|
Q3 2021
Added 2.05%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
3,723
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,713
shares
|
$1.78 Million
0.42% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
3,704
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,692
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
3,679
shares
|
$1.76 Million
0.65% of portfolio
|
Q4 2022
Reduced 0.57%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
3,622
shares
|
$1.74 Million
0.38% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
3,612
shares
|
$1.73 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,603
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
3,595
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Added 145.73%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,587
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,568
shares
|
$1.71 Million
0.09% of portfolio
|
Q4 2023
Added 1.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,564
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,563
shares
|
$1.71 Million
0.09% of portfolio
|
Q3 2025
Added 148.99%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
3,549
shares
|
$1.7 Million
0.45% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,547
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
3,540
shares
|
$1.7 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
3,497
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,485
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,481
shares
|
$1.67 Million
0.21% of portfolio
|
Q3 2025
Reduced 9.04%
|
|