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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
673
shares
|
$322,690
0.04% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
671
shares
|
$321,731
0.01% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
671
shares
|
$321,731
0.09% of portfolio
|
Q3 2025
Reduced 27.22%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
671
shares
|
$321,731
0.02% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
665
shares
|
$318,854
0.0% of portfolio
|
Q3 2025
Reduced 94.73%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
660
shares
|
$316,456
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
659
shares
|
$315,977
0.06% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
657
shares
|
$315,018
0.02% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
655
shares
|
$314,059
0.06% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
649
shares
|
$311,182
0.27% of portfolio
|
Q4 2023
Reduced 22.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
648
shares
|
$310,703
0.02% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
647
shares
|
$310,223
0.07% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Saybrook Capital
|
Oct 16, 2025 Q3 2025 |
643
shares
|
$308,305
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
640
shares
|
$306,867
0.07% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
640
shares
|
$306,867
0.05% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
639
shares
|
$306,387
0.08% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
632
shares
|
$303,031
0.01% of portfolio
|
Q2 2024
Added 8.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
631
shares
|
$302,551
0.01% of portfolio
|
Q2 2020
Reduced 4.46%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
626
shares
|
$300,154
0.11% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
620
shares
|
$297,277
0.01% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
620
shares
|
$297,277
0.03% of portfolio
|
Q4 2025
Added 1.14%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
620
shares
|
$297,277
0.0% of portfolio
|
Q3 2025
Added 34.49%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
620
shares
|
$297,277
0.14% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
619
shares
|
$296,798
0.02% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
618
shares
|
$296,318
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|