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 $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
796
shares
|
$381,666
0.07% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
795
shares
|
$381,186
0.3% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
788
shares
|
$377,830
0.0% of portfolio
|
Q3 2025
Reduced 21.9%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
787
shares
|
$377,350
0.05% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
781
shares
|
$374,473
0.03% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
777
shares
|
$372,555
0.03% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
775
shares
|
$371,597
0.04% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
775
shares
|
$371,597
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
767
shares
|
$367,761
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
762
shares
|
$365,363
0.08% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
762
shares
|
$365,363
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
758
shares
|
$363,445
0.05% of portfolio
|
Q3 2024
Added 9375.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
757
shares
|
$362,966
0.03% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
742
shares
|
$355,774
0.01% of portfolio
|
Q3 2025
Added 33.45%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
742
shares
|
$355,774
0.06% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 07, 2025 Q3 2025 |
742
shares
|
$355,774
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
738
shares
|
$353,856
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
734
shares
|
$351,938
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
733
shares
|
$351,458
0.02% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
730
shares
|
$350,020
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
723
shares
|
$346,664
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
722
shares
|
$346,184
0.03% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
720
shares
|
$345,225
0.27% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
720
shares
|
$345,225
0.01% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
720
shares
|
$345,225
0.21% of portfolio
|
Q1 2025
Reduced 2.83%
|
|