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 |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2
shares
|
$958
0.03% of portfolio
|
Q3 2024
Reduced 93.55%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q1 2025
Reduced 98.06%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
2
shares
|
$958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
1
shares
|
$479
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
1
shares
|
$479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
1
shares
|
$479
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1
shares
|
$479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
1
shares
|
$479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
1
shares
|
$479
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
1
shares
|
$479
0.01% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Jan 24, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|