Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,413 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $72.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
560
shares
|
$262,724
0.0% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
560
shares
|
$262,724
0.01% of portfolio
|
Q3 2024
Added 164.15%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
560
shares
|
$262,724
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
559
shares
|
$262,254
0.02% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
558
shares
|
$261,785
0.02% of portfolio
|
Q3 2024
Reduced 36.08%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
558
shares
|
$261,785
0.06% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
557
shares
|
$261,316
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
546
shares
|
$256,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
538
shares
|
$252,402
0.04% of portfolio
|
Q1 2024
Reduced 19.22%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
537
shares
|
$251,933
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
535
shares
|
$250,995
0.03% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
535
shares
|
$250,995
0.02% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
535
shares
|
$250,995
0.07% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
534
shares
|
$250,526
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
534
shares
|
$250,526
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
533
shares
|
$250,056
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
533
shares
|
$250,056
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
531
shares
|
$249,118
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
528
shares
|
$247,711
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
525
shares
|
$246,303
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
511
shares
|
$239,735
0.01% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
511
shares
|
$239,735
0.15% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
510
shares
|
$239,266
0.13% of portfolio
|
Q4 2024
Reduced 31.08%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
510
shares
|
$239,266
0.08% of portfolio
|
Q4 2024
Reduced 95.54%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
508
shares
|
$238,328
0.0% of portfolio
|
Q4 2024
Added 15.19%
|