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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
447
shares
|
$214,327
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
446
shares
|
$213,848
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
444
shares
|
$212,889
0.03% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
443
shares
|
$212,409
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
443
shares
|
$212,409
0.01% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
443
shares
|
$212,409
0.16% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
443
shares
|
$212,409
0.04% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
438
shares
|
$210,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
435
shares
|
$208,573
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
435
shares
|
$208,573
0.03% of portfolio
|
Q4 2025
Added 1.64%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$208,094
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
434
shares
|
$208,094
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
433
shares
|
$207,614
0.1% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
432
shares
|
$207,135
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
431
shares
|
$206,655
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
430
shares
|
$206,176
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
429
shares
|
$205,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
429
shares
|
$205,696
0.13% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
422
shares
|
$202,340
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
422
shares
|
$202,340
0.04% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
421
shares
|
$201,861
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
418
shares
|
$200,422
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
416
shares
|
$199,463
0.07% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
415
shares
|
$198,984
0.04% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
402
shares
|
$192,750
0.0% of portfolio
|
Q3 2025
Added 10.14%
|
|