Institutional Ownership Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO). We have compiled data on the 1,406 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $77.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
13
shares
|
$6,503
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
13
shares
|
$6,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
13
shares
|
$6,503
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
12
shares
|
$6,003
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
12
shares
|
$6,003
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
12
shares
|
$6,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
11
shares
|
$5,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
11
shares
|
$5,503
0.0% of portfolio
|
Q4 2024
Added 175.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
11
shares
|
$5,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
11
shares
|
$5,503
0.0% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$5,002
0.0% of portfolio
|
Q1 2024
Reduced 87.18%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
10
shares
|
$5,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
9
shares
|
$4,502
0.0% of portfolio
|
Q2 2023
Reduced 47.06%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$4,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
9
shares
|
$4,502
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
9
shares
|
$4,502
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
8
shares
|
$4,002
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
8
shares
|
$4,002
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
8
shares
|
$4,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
8
shares
|
$4,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
8
shares
|
$4,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
7
shares
|
$3,501
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
7
shares
|
$3,501
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6
shares
|
$3,001
0.0% of portfolio
|
Q2 2020
Reduced 86.96%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
6
shares
|
$3,001
0.0% of portfolio
|
Q3 2024
New holding
|