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 |
|---|---|---|---|---|---|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
497
shares
|
$238,301
0.09% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
496
shares
|
$237,822
0.03% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
495
shares
|
$237,342
0.03% of portfolio
|
Q3 2025
Reduced 46.31%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
491
shares
|
$235,424
0.0% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
490
shares
|
$234,945
0.07% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
487
shares
|
$233,506
0.0% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
482
shares
|
$231,109
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
481
shares
|
$230,629
0.02% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
481
shares
|
$230,629
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
475
shares
|
$227,753
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
471
shares
|
$225,835
0.01% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
471
shares
|
$225,835
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
470
shares
|
$225,355
0.02% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
468
shares
|
$224,396
0.01% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
468
shares
|
$224,396
0.01% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
463
shares
|
$221,999
0.03% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
462
shares
|
$221,519
0.04% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
462
shares
|
$221,519
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
459
shares
|
$220,081
0.02% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
455
shares
|
$218,163
0.0% of portfolio
|
Q3 2025
Reduced 84.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
455
shares
|
$218,163
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
455
shares
|
$218,163
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
451
shares
|
$216,245
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
450
shares
|
$215,766
0.07% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
448
shares
|
$214,807
0.01% of portfolio
|
Q3 2025
Added 2.99%
|
|