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 |
|---|---|---|---|---|---|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
33
shares
|
$15,822
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
33
shares
|
$15,822
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
31
shares
|
$14,863
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
31
shares
|
$14,863
0.0% of portfolio
|
Q3 2025
Added 24.0%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
30
shares
|
$14,384
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
28
shares
|
$13,425
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
28
shares
|
$13,425
0.0% of portfolio
|
Q1 2023
Reduced 22.22%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
28
shares
|
$13,425
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
28
shares
|
$13,425
0.0% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
27
shares
|
$12,945
0.0% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
26
shares
|
$12,466
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
26
shares
|
$12,466
0.0% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
26
shares
|
$12,466
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
26
shares
|
$12,466
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
25
shares
|
$11,987
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
25
shares
|
$11,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
25
shares
|
$11,987
0.01% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
24
shares
|
$11,507
0.0% of portfolio
|
Q3 2025
Reduced 71.08%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
23
shares
|
$11,028
0.0% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
23
shares
|
$11,028
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
23
shares
|
$11,028
0.0% of portfolio
|
Q3 2025
Added 64.29%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
23
shares
|
$11,028
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
23
shares
|
$11,028
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
20
shares
|
$9,589
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
19
shares
|
$9,110
0.01% of portfolio
|
Q3 2022
Reduced 67.8%
|
|