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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,111
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
3,108
shares
|
$1.49 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,096
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
3,076
shares
|
$1.47 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,060
shares
|
$1.47 Million
0.4% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
3,034
shares
|
$1.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
3,030
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
3,029
shares
|
$1.45 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
3,017
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,011
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2025
Added 31.48%
|
|
|
Tiptree Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$1.44 Million
0.89% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
2,959
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
2,954
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2025
Added 21.07%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
2,953
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Added 547.59%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,902
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2021
Reduced 18.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,900
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2025
Added 2715.53%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
2,892
shares
|
$1.39 Million
0.09% of portfolio
|
Q2 2025
Added 83.04%
|
|
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
2,888
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,852
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2022
Added 75.4%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
2,813
shares
|
$1.35 Million
0.43% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,803
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
2,795
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
2,789
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,785
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Added 28.34%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,784
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 28.18%
|
|