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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
31
shares
|
$15,179
0.01% of portfolio
|
Q2 2024
Added 82.35%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$14,689
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
30
shares
|
$14,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28
shares
|
$13,710
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
28
shares
|
$13,710
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
28
shares
|
$13,710
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
28
shares
|
$13,710
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
28
shares
|
$13,710
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
27
shares
|
$13,220
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
27
shares
|
$13,220
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
26
shares
|
$12,730
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
26
shares
|
$12,730
0.0% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
25
shares
|
$12,241
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
25
shares
|
$12,241
0.0% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
25
shares
|
$12,241
0.0% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
25
shares
|
$12,241
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
25
shares
|
$12,241
0.01% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
23
shares
|
$11,261
0.0% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19
shares
|
$9,303
0.01% of portfolio
|
Q3 2022
Reduced 67.8%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
19
shares
|
$9,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
18
shares
|
$8,813
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
18
shares
|
$8,813
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
17
shares
|
$8,324
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
17
shares
|
$8,324
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
16
shares
|
$7,834
0.0% of portfolio
|
Q2 2024
New holding
|