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 |
|---|---|---|---|---|---|
|
Hwg Holdings LP
Houston, TX |
Jan 12, 2026 Q4 2025 |
1,280
shares
|
$613,734
0.16% of portfolio
|
Q4 2025
Reduced 70.56%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
1,271
shares
|
$609,419
0.01% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
1,270
shares
|
$608,939
0.11% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
1,264
shares
|
$606,062
0.34% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
1,263
shares
|
$605,583
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
1,261
shares
|
$604,624
0.04% of portfolio
|
Q2 2022
Reduced 13.69%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
1,258
shares
|
$603,185
0.22% of portfolio
|
Q1 2019
Reduced 42.53%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
1,249
shares
|
$598,870
0.14% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
1,247
shares
|
$597,911
0.16% of portfolio
|
Q3 2025
Added 207.9%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,241
shares
|
$595,034
0.03% of portfolio
|
Q3 2025
Added 63.72%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,240
shares
|
$594,555
0.05% of portfolio
|
Q3 2022
Added 17.54%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,234
shares
|
$591,678
0.17% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,229
shares
|
$589,280
0.02% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
1,228
shares
|
$588,801
0.28% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,221
shares
|
$585,445
0.02% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,212
shares
|
$581,129
0.16% of portfolio
|
Q3 2025
Reduced 35.05%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
1,212
shares
|
$581,129
0.42% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,211
shares
|
$580,650
0.05% of portfolio
|
Q2 2023
Added 2274.51%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,211
shares
|
$580,650
0.06% of portfolio
|
Q3 2025
Reduced 29.88%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
1,210
shares
|
$580,170
0.04% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
1,202
shares
|
$576,334
0.03% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$575,376
0.0% of portfolio
|
Q4 2023
Reduced 6.61%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
1,200
shares
|
$575,376
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
1,200
shares
|
$575,376
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
1,190
shares
|
$570,581
0.03% of portfolio
|
Q4 2025
Added 65.74%
|
|