Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,316 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
67
shares
|
$32,806
0.0% of portfolio
|
Q3 2024
Added 272.22%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
64
shares
|
$31,337
0.0% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$30,847
0.01% of portfolio
|
Q3 2023
Added 36.96%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
60
shares
|
$29,379
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
60
shares
|
$29,379
0.02% of portfolio
|
Q3 2024
Added 566.67%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
57
shares
|
$27,910
0.0% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
56
shares
|
$27,420
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
54
shares
|
$26,441
0.0% of portfolio
|
Q4 2023
Added 350.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54
shares
|
$26,441
0.01% of portfolio
|
Q3 2023
Added 38.46%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
49
shares
|
$23,992
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
48
shares
|
$23,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
48
shares
|
$23,503
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
47
shares
|
$23,013
0.02% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
47
shares
|
$23,013
0.01% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
46
shares
|
$22,523
0.0% of portfolio
|
Q3 2024
Reduced 91.83%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
42
shares
|
$20,565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
39
shares
|
$19,096
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
38
shares
|
$18,606
0.0% of portfolio
|
Q4 2021
Added 2.7%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
38
shares
|
$18,606
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
38
shares
|
$18,606
0.0% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
38
shares
|
$18,606
0.0% of portfolio
|
Q3 2024
Reduced 42.42%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
38
shares
|
$18,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
37
shares
|
$18,117
0.01% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
33
shares
|
$16,158
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
31
shares
|
$15,179
0.0% of portfolio
|
Q2 2024
New holding
|