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 |
|---|---|---|---|---|---|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
170
shares
|
$81,511
0.0% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
168
shares
|
$80,552
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
157
shares
|
$75,278
0.0% of portfolio
|
Q3 2019
Reduced 17.8%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
157
shares
|
$75,278
0.02% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
154
shares
|
$73,839
0.01% of portfolio
|
Q4 2022
Reduced 0.65%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
143
shares
|
$68,565
0.06% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
137
shares
|
$65,688
0.01% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
135
shares
|
$64,729
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
128
shares
|
$61,373
0.02% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
128
shares
|
$61,373
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
126
shares
|
$60,414
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
126
shares
|
$60,414
0.04% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
124
shares
|
$59,455
0.0% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
120
shares
|
$57,537
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
118
shares
|
$56,578
0.01% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
114
shares
|
$54,660
0.02% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
113
shares
|
$54,181
0.02% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
111
shares
|
$53,222
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
110
shares
|
$52,742
0.01% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
110
shares
|
$52,742
0.01% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 12, 2025 Q3 2025 |
110
shares
|
$52,742
0.1% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
110
shares
|
$52,742
0.02% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
109
shares
|
$52,263
0.0% of portfolio
|
Q1 2025
Added 581.25%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
107
shares
|
$51,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
107
shares
|
$51,304
0.02% of portfolio
|
Q3 2025
New holding
|
|