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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
1,185
shares
|
$568,183
0.08% of portfolio
|
Q3 2025
Reduced 19.33%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,178
shares
|
$564,827
0.15% of portfolio
|
Q3 2025
Reduced 12.81%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,176
shares
|
$563,868
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
1,174
shares
|
$562,909
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,174
shares
|
$562,909
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
1,174
shares
|
$562,909
0.06% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,173
shares
|
$562,430
0.08% of portfolio
|
Q3 2025
Added 25.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
1,173
shares
|
$562,430
0.01% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,162
shares
|
$557,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
1,160
shares
|
$556,196
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,159
shares
|
$555,717
0.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,157
shares
|
$554,758
0.04% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
1,155
shares
|
$553,799
0.12% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,154
shares
|
$553,319
0.02% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,147
shares
|
$549,963
0.04% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
1,145
shares
|
$549,004
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
1,145
shares
|
$549,004
0.03% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,143
shares
|
$548,045
0.03% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
1,142
shares
|
$547,566
0.07% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,141
shares
|
$547,086
0.04% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
1,132
shares
|
$542,771
0.02% of portfolio
|
Q3 2025
Reduced 83.47%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
1,123
shares
|
$538,456
0.08% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
1,118
shares
|
$536,058
0.05% of portfolio
|
Q4 2025
Added 10.91%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,118
shares
|
$536,058
0.02% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
1,112
shares
|
$533,181
0.08% of portfolio
|
Q2 2025
New holding
|
|