Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,507 institutions that hold shares in the stock, with a total of 155 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 |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
1,610
shares
|
$771,962
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1,602
shares
|
$768,126
0.13% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,591
shares
|
$762,852
0.01% of portfolio
|
Q3 2025
Added 86.96%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
1,586
shares
|
$760,455
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
1,585
shares
|
$759,975
0.1% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
1,578
shares
|
$756,619
0.03% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,566
shares
|
$750,865
0.0% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
1,565
shares
|
$750,386
0.09% of portfolio
|
Q3 2025
Added 23.42%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,558
shares
|
$747,029
0.39% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
1,553
shares
|
$744,632
0.06% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,552
shares
|
$744,152
0.18% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
1,552
shares
|
$744,152
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
1,548
shares
|
$742,235
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
1,545
shares
|
$740,796
0.24% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,530
shares
|
$733,604
0.0% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,514
shares
|
$725,932
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
1,510
shares
|
$724,014
0.1% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,506
shares
|
$722,096
0.03% of portfolio
|
Q3 2025
Reduced 19.85%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Oct 15, 2025 Q3 2025 |
1,505
shares
|
$721,617
0.24% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,504
shares
|
$721,137
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,484
shares
|
$711,548
0.02% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
1,483
shares
|
$711,068
0.07% of portfolio
|
Q3 2025
Reduced 42.96%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,481
shares
|
$710,109
0.03% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
1,463
shares
|
$701,479
0.15% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
1,451
shares
|
$695,725
0.18% of portfolio
|
Q4 2025
Reduced 0.34%
|
|