Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,299 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $69.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
500
shares
|
$226,405
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$226,405
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
498
shares
|
$225,499
0.02% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
496
shares
|
$224,593
0.02% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
496
shares
|
$224,593
0.09% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
496
shares
|
$224,593
0.03% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
492
shares
|
$222,782
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
487
shares
|
$220,518
0.0% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
485
shares
|
$219,612
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
484
shares
|
$219,160
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
483
shares
|
$218,707
0.04% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
482
shares
|
$218,254
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
476
shares
|
$215,537
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
475
shares
|
$215,084
0.08% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
475
shares
|
$215,084
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
474
shares
|
$214,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
471
shares
|
$213,273
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
471
shares
|
$213,273
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
471
shares
|
$213,273
0.15% of portfolio
|
Q3 2024
Added 37.32%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
470
shares
|
$212,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
469
shares
|
$212,367
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
466
shares
|
$211,009
0.01% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
466
shares
|
$211,009
0.05% of portfolio
|
Q3 2024
Reduced 35.46%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
461
shares
|
$208,745
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
459
shares
|
$207,839
0.03% of portfolio
|
Q3 2024
New holding
|