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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
719
shares
|
$344,746
0.01% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
718
shares
|
$344,266
0.01% of portfolio
|
Q3 2025
Added 59.56%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
715
shares
|
$342,828
0.01% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
714
shares
|
$342,348
0.01% of portfolio
|
Q3 2025
Reduced 32.51%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
713
shares
|
$341,869
0.1% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
710
shares
|
$340,430
0.05% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
708
shares
|
$339,471
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
706
shares
|
$338,512
0.02% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
702
shares
|
$336,594
0.04% of portfolio
|
Q1 2025
Added 16.61%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
702
shares
|
$336,594
0.17% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
700
shares
|
$335,636
0.09% of portfolio
|
Q4 2025
Reduced 2.78%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
700
shares
|
$335,636
0.13% of portfolio
|
Q1 2021
Reduced 34.57%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
696
shares
|
$333,718
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
693
shares
|
$332,279
0.01% of portfolio
|
Q3 2025
Added 33.53%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
693
shares
|
$332,279
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
693
shares
|
$332,279
0.05% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
692
shares
|
$331,800
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
690
shares
|
$330,841
0.3% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
689
shares
|
$330,361
0.02% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
688
shares
|
$329,882
0.04% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
687
shares
|
$329,402
0.01% of portfolio
|
Q2 2025
Added 114.02%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
685
shares
|
$328,443
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
678
shares
|
$325,087
0.01% of portfolio
|
Q3 2025
Reduced 39.68%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
677
shares
|
$324,607
0.2% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
676
shares
|
$324,128
0.03% of portfolio
|
Q3 2025
Reduced 16.85%
|
|