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 |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
19
shares
|
$9,110
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
18
shares
|
$8,630
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
18
shares
|
$8,630
0.0% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
18
shares
|
$8,630
0.01% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
18
shares
|
$8,630
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
17
shares
|
$8,151
0.0% of portfolio
|
Q3 2025
Reduced 90.17%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
17
shares
|
$8,151
0.0% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
16
shares
|
$7,671
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16
shares
|
$7,671
0.0% of portfolio
|
Q3 2022
Reduced 94.41%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
16
shares
|
$7,671
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
15
shares
|
$7,192
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
14
shares
|
$6,712
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
14
shares
|
$6,712
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
14
shares
|
$6,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
14
shares
|
$6,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
14
shares
|
$6,712
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
13
shares
|
$6,233
0.0% of portfolio
|
Q2 2023
Reduced 92.86%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
13
shares
|
$6,233
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
13
shares
|
$6,233
0.0% of portfolio
|
Q3 2025
Reduced 31.58%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
13
shares
|
$6,233
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
12
shares
|
$5,753
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$5,753
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
12
shares
|
$5,753
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
12
shares
|
$5,753
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
11
shares
|
$5,274
0.0% of portfolio
|
Q3 2025
Reduced 15.38%
|
|