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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
11
shares
|
$5,274
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
11
shares
|
$5,274
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
11
shares
|
$5,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
10
shares
|
$4,794
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
10
shares
|
$4,794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
9
shares
|
$4,315
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
9
shares
|
$4,315
0.0% of portfolio
|
Q2 2023
Reduced 47.06%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$4,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
9
shares
|
$4,315
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
9
shares
|
$4,315
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
9
shares
|
$4,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
9
shares
|
$4,315
0.0% of portfolio
|
Q2 2025
Reduced 99.77%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$3,835
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8
shares
|
$3,835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$3,835
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
8
shares
|
$3,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
8
shares
|
$3,835
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
8
shares
|
$3,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
7
shares
|
$3,356
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
6
shares
|
$2,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6
shares
|
$2,876
0.0% of portfolio
|
Q2 2020
Reduced 86.96%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
6
shares
|
$2,876
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
6
shares
|
$2,876
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
6
shares
|
$2,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
6
shares
|
$2,876
0.0% of portfolio
|
Q2 2025
New holding
|
|