Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,299 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $69.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
9
shares
|
$4,075
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
9
shares
|
$4,075
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
8
shares
|
$3,622
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
8
shares
|
$3,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
8
shares
|
$3,622
0.0% of portfolio
|
Q4 2019
Reduced 57.89%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
8
shares
|
$3,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
8
shares
|
$3,622
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8
shares
|
$3,622
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
7
shares
|
$3,169
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
7
shares
|
$3,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6
shares
|
$2,716
0.0% of portfolio
|
Q2 2020
Reduced 86.96%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
6
shares
|
$2,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
6
shares
|
$2,716
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
6
shares
|
$2,716
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
5
shares
|
$2,264
0.0% of portfolio
|
Q4 2022
Added 66.67%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$2,264
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
5
shares
|
$2,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4
shares
|
$1,811
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
4
shares
|
$1,811
0.0% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4
shares
|
$1,811
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
3
shares
|
$1,358
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3
shares
|
$1,358
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
3
shares
|
$1,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
3
shares
|
$1,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
3
shares
|
$1,358
0.0% of portfolio
|
Q3 2024
New holding
|