Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,505 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
1,002
shares
|
$480,438
0.41% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
1,000
shares
|
$479,480
0.03% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$479,480
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
999
shares
|
$479,000
0.05% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
996
shares
|
$477,562
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
995
shares
|
$477,082
0.31% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
990
shares
|
$474,685
0.05% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
986
shares
|
$472,767
0.03% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
986
shares
|
$472,767
0.05% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
986
shares
|
$472,767
0.02% of portfolio
|
Q3 2025
Added 65.99%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
985
shares
|
$472,287
0.04% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
984
shares
|
$471,808
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
982
shares
|
$470,849
0.04% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
979
shares
|
$469,410
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
975
shares
|
$467,493
0.08% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
969
shares
|
$464,616
0.02% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
966
shares
|
$463,177
0.07% of portfolio
|
Q3 2025
Added 41.64%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
964
shares
|
$462,218
0.28% of portfolio
|
Q1 2023
Added 0.21%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
964
shares
|
$462,218
0.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
960
shares
|
$460,300
0.01% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
959
shares
|
$459,821
0.02% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
949
shares
|
$455,026
0.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2025 Q3 2025 |
945
shares
|
$453,108
0.19% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
945
shares
|
$453,108
0.1% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
943
shares
|
$452,149
0.01% of portfolio
|
Q3 2025
Added 16.28%
|
|