Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,503 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 |
|---|---|---|---|---|---|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
573
shares
|
$274,742
0.07% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
572
shares
|
$274,262
0.07% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
571
shares
|
$273,783
0.01% of portfolio
|
Q3 2025
Reduced 19.92%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
570
shares
|
$273,303
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
566
shares
|
$271,385
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
562
shares
|
$269,467
0.03% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
559
shares
|
$268,029
0.01% of portfolio
|
Q3 2025
Added 39.75%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
557
shares
|
$267,070
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
555
shares
|
$266,111
0.01% of portfolio
|
Q3 2025
Added 40.51%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
555
shares
|
$266,111
0.02% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
555
shares
|
$266,111
0.02% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
555
shares
|
$266,111
0.06% of portfolio
|
Q3 2025
Reduced 39.8%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
555
shares
|
$266,111
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
551
shares
|
$264,193
0.05% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
551
shares
|
$264,193
0.04% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
549
shares
|
$263,234
0.03% of portfolio
|
Q3 2025
Added 30.09%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
549
shares
|
$263,234
0.06% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
549
shares
|
$263,234
0.03% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
541
shares
|
$259,398
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
537
shares
|
$257,480
0.07% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
535
shares
|
$256,521
0.09% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Cmh Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
533
shares
|
$255,562
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
533
shares
|
$255,562
0.04% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
531
shares
|
$254,603
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
530
shares
|
$254,124
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|