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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,448
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2025
Reduced 37.05%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
3,430
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,423
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Added 133.17%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
3,416
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,412
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Sciencast Management LP
|
Nov 12, 2025 Q3 2025 |
3,411
shares
|
$1.64 Million
0.33% of portfolio
|
Q3 2025
Reduced 58.5%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
3,410
shares
|
$1.64 Million
0.72% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,398
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.11%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
3,375
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
3,360
shares
|
$1.61 Million
0.17% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
3,354
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
3,351
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
3,348
shares
|
$1.61 Million
0.36% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,326
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,324
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2025
Added 105.95%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
3,315
shares
|
$1.59 Million
0.59% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,313
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Added 51.49%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
3,299
shares
|
$1.58 Million
1.08% of portfolio
|
Q4 2024
Reduced 43.4%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 08, 2025 Q3 2025 |
3,295
shares
|
$1.58 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
3,259
shares
|
$1.56 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
3,254
shares
|
$1.56 Million
0.86% of portfolio
|
Q3 2022
Added 5.86%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
3,198
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,178
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
3,138
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 27.66%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
3,137
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 50.33%
|
|