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 |
|---|---|---|---|---|---|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
1,112
shares
|
$533,181
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,110
shares
|
$532,222
0.08% of portfolio
|
Q3 2023
Added 38.75%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
1,105
shares
|
$529,825
0.14% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Chronos Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,100
shares
|
$527,428
0.26% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
1,100
shares
|
$527,428
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,096
shares
|
$525,510
0.09% of portfolio
|
Q4 2024
Reduced 87.34%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
1,095
shares
|
$525,030
0.04% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,088
shares
|
$521,674
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
1,086
shares
|
$520,715
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,085
shares
|
$520,235
0.04% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,074
shares
|
$514,961
0.06% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
1,072
shares
|
$514,002
0.09% of portfolio
|
Q4 2025
Added 10.97%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
1,071
shares
|
$513,523
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,061
shares
|
$508,728
0.01% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,061
shares
|
$508,728
0.0% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
1,053
shares
|
$504,892
0.02% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,042
shares
|
$499,618
0.03% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
1,041
shares
|
$499,138
0.15% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,041
shares
|
$499,138
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
1,038
shares
|
$497,700
0.09% of portfolio
|
Q3 2025
Reduced 49.07%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,033
shares
|
$495,302
0.02% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
1,030
shares
|
$493,864
0.03% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
1,027
shares
|
$492,425
0.01% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
1,020
shares
|
$489,069
0.11% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
1,013
shares
|
$485,713
0.02% of portfolio
|
Q3 2025
Reduced 1.94%
|
|