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Disclosery

MCO MOODYS CORP

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Stock (common), issuer CIK 1059556

1,275 managers (1,303 13F filers) reported a position in MCO shares at 2024-12-31, 165,142,271 shares in all. 94 filers opened a position and 64 filers sold out during the quarter.

Managers
1,275
13F filers
1,303
New
94
Added
443
Reduced
448
Sold out
64
Shares held by filers
165,142,271

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ironwood Investment Counsel, LLC3,104$1.47M0.25%013F-HRTimeline
CWA Asset Management Group, LLC3,095$1.47M0.07%+7413F-HRTimeline
CWM, LLCin group CWM, LLC3,087$1.46M0.01%-2113F-HRTimelineGroup
&PARTNERS3,014$1.44M0.02%+1,27013F-HRTimeline
WOLVERINE TRADING, LLC3,048$1.44M0.03%-89913F-HRTimeline
Lineweaver Wealth Advisors, LLC3,004$1.42M0.26%-313F-HRTimeline
Vestcor Inc2,989$1.42M0.05%-25613F-HRTimeline
Frank, Rimerman Advisors LLC2,983$1.41M0.1%-1,31613F-HRTimeline
Sciencast Management LP2,982$1.41M0.39%new13F-HRTimeline
GeoWealth Management, LLC2,970$1.41M0.05%+35513F-HRTimeline
MAI Capital Management2,964$1.4M0.01%+74313F-HRTimeline
Steward Partners Investment Advisory, L…2,960$1.4M0.01%+40513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,953$1.4M0.03%+5913F-HRTimeline
SVB WEALTH LLC2,948$1.4M0.03%new13F-HRTimeline
Clark Capital Management Group, Inc.2,945$1.39M0.01%-39013F-HRTimeline
Great Lakes Retirement, Inc.2,904$1.37M0.18%+17113F-HRTimeline
Rockline Wealth Management, LLC2,897$1.37M0.37%+9513F-HRTimeline
Monte Financial Group, LLC2,895$1.37M0.59%-3313F-HRTimeline
Waldron Private Wealth LLC2,887$1.37M0.06%+613F-HRTimeline
CENTRAL TRUST Co2,873$1.36M0.03%-14413F-HRTimeline
LECAP ASSET MANAGEMENT LTD2,847$1.35M0.37%-98013F-HRTimeline
Avitas Wealth Management LLC2,803$1.33M0.18%+2213F-HRTimeline
Westbourne Investment Advisors, Inc.2,801$1.33M0.45%-21013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,766$1.31M0.05%+9313F-HRTimelineGroup
Qtron Investments LLC2,757$1.31M0.18%013F-HRTimeline
AXS Investments LLC2,757$1.31M0.36%+8013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,742$1.3M0.2%013F-HRTimeline
Verition Fund Management LLC2,737$1.3M0.01%+1,30113F-HRTimeline
SIMPLEX TRADING, LLC2,729$1.29M0.04%+60813F-HRTimeline
Capital Investment Advisors, LLC2,726$1.29M0.03%new13F-HRTimeline
Milestones Administradora de Recursos L…2,680$1.27M0.65%-1,80013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,675$1.27M<0.01%+1,62413F-HRTimelineGroup
BALLAST ADVISORS LLC2,651$1.25M0.39%+24213F-HRTimeline
Sepio Capital, LP2,638$1.25M0.1%-24613F-HRTimeline
Tema ETFs LLC2,611$1.24M0.51%13F-HRTimeline
Pinnacle Financial Partners Inc2,602$1.23M0.03%013F-HRTimeline
Key Financial Inc2,570$1.22M0.28%+413F-HRTimeline
Washington Trust Advisors, Inc.2,555$1.21M0.1%013F-HRTimeline
Smithfield Trust Co2,542$1.2M0.06%013F-HRTimeline
Anchor Investment Management, LLC2,532$1.2M0.11%-52013F-HRTimeline
Accretive Wealth Partners, LLC2,531$1.2M0.51%-3213F-HRTimeline
Bahl & Gaynor LLC2,527$1.2M0.01%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,511$1.19M0.04%+713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,485$1.18M0.03%+20913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,487$1.18M<0.01%+41513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,475$1.17M0.05%-913F-HRTimelineGroup
THREADGILL FINANCIAL, LLC2,471$1.17M0.62%+71313F-HRTimeline
Horizon Investments, LLC2,468$1.17M0.03%+2913F-HRTimeline
Heritage Family Offices, LLP2,463$1.17M0.58%+16513F-HRTimeline
Asset Management Group, Inc.2,445$1.16M0.21%013F-HRTimeline
Redmond Asset Management, LLC2,442$1.16M0.29%+7413F-HRTimeline
TOWNSQUARE CAPITAL LLC2,431$1.15M0.01%+11313F-HRTimeline
Prime Capital Investment Advisors, LLC2,421$1.15M0.02%-3313F-HRTimeline
OneDigital Investment Advisors LLC2,402$1.14M0.01%-6,10313F-HRTimeline
RWA WEALTH PARTNERS, LLC2,341$1.11M0.01%-12213F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC2,316$1.1M0.05%+3213F-HRTimeline
MUFG SECURITIES AMERICAS INC.2,301$1.09M0.14%13F-HRTimeline
PROFUND ADVISORS LLC2,301$1.09M0.04%-18313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,290$1.08M0.13%-1,03513F-HRTimelineGroup
Benin Management CORP2,283$1.08M0.3%+48313F-HRTimeline
Chiron Investment Management, LLC2,265$1.07M0.36%013F-HRTimeline
Baader Bank Aktiengesellschaft2,264$1.07M0.1%-2,20013F-HRTimeline
LVW Advisors, LLC2,257$1.07M0.13%-1113F-HRTimeline
UMB Bank, n.a.2,253$1.07M0.02%-14213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Triangle Securities Wealth Management2,232$1.06M0.27%-2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,109$1.05M0.01%-2513F-HRTimeline
Freestone Grove Partners LP2,196$1.04M0.01%13F-HRTimeline
Wedmont Private Capital2,294$1.04M0.05%+15713F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH2,172$1.04M0.01%+2,17213F-HRTimelineGroup
Roberts Capital Advisors, LLC2,183$1.03M0.87%013F-HRTimeline
Maple Capital Management, Inc.2,156$1.02M0.08%-2613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,140$1.01M<0.01%+80713F-HRTimeline
NewEdge Advisors, LLC2,123$1M0.01%+80413F-HRTimeline
Smartleaf Asset Management LLC2,113$1M0.1%+17813F-HRTimeline
NAPA WEALTH MANAGEMENT2,109$998K0.43%new13F-HRTimeline
Empirical Asset Management, LLC4,420$990K0.33%+1,36713F-HRTimeline
Kerrisdale Advisers, LLC2,077$983K0.33%013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…2,070$980K0.18%013F-HRTimeline
Sentry LLC2,042$967K0.19%013F-HRTimeline
J. W. Coons Advisors, LLC2,028$960K0.25%-1813F-HRTimeline
Beacon Pointe Advisors, LLC2,022$957K0.01%-54313F-HRTimeline
AXQ CAPITAL, LP2,021$957K0.43%+1,36613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,020$956K0.03%+8713F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC2,000$947K0.39%013F-HRTimeline
Enhancing Capital LLC2,000$947K0.75%13F-HRTimeline
Choate Investment Advisors1,991$942K0.02%+9413F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,951$924K0.21%+1713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,934$915K0.03%-1,04013F-HRTimeline
Balefire, LLC1,925$910K0.31%-2213F-HRTimeline
SRN Advisors, LLC1,919$908K0.81%-30413F-HRTimeline
WHITTIER TRUST CO1,886$893K0.01%+3313F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…1,877$889K0.09%-6113F-HRTimelineGroup
FISHMAN JAY A LTD/MI1,875$888K0.08%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,849$875K0.11%-9813F-HRTimeline
Atria Wealth Solutions, Inc.1,842$872K0.01%-4,08613F-HRTimeline
SPINNAKER TRUST1,840$871K0.05%013F-HRTimeline
Cornerstone Planning Group LLC1,755$871K0.21%+413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,840$871K0.01%+2813F-HRTimelineGroup
Reynders McVeigh Capital Management, LLC1,831$867K0.05%013F-HRTimeline
Trust Asset Management LLC1,820$862K0.07%013F-HRTimeline
Legato Capital Management LLC1,810$857K0.11%-2,08913F-HRTimeline
GKV Capital Management Co., Inc.1,800$852K0.35%13F-HRTimeline
Institute for Wealth Management, LLC.1,784$845K0.11%-813F-HRTimeline
Resurgent Financial Advisors LLC1,782$844K0.5%+40413F-HRTimeline
Verdence Capital Advisors LLC1,779$842K0.07%-21513F-HRTimeline
Valeo Financial Advisors, LLC1,772$839K0.02%+813F-HRTimeline
Geller Advisors LLC1,767$836K0.05%+1713F-HRTimeline
Venturi Wealth Management, LLC1,747$827K0.04%-42113F-HRTimeline
High Net Worth Advisory Group LLC1,744$826K0.23%013F-HRTimeline
NOVEM GROUP1,737$823K0.12%13F-HRTimeline
SYON CAPITAL LLC1,733$820K0.07%+6713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,732$820K0.25%+713F-HRTimeline
IFP Advisors, Inc1,729$820K0.03%-813F-HRTimeline
NorthRock Partners, LLC1,728$818K0.03%-6013F-HR/ATimeline
Sound View Wealth Advisors Group, LLC1,717$813K0.07%-813F-HRTimeline
Castle Rock Wealth Management, LLC1,547$809K0.19%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,651$800K0.05%-5913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,689$800K0.06%013F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding1,676$793K-682Timeline
Patton Albertson Miller Group, LLC1,673$792K0.11%013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC1,671$791K0.25%new13F-HRTimeline
Farringdon Capital, Ltd.1,666$789K0.33%13F-HRTimeline
Ellevest, Inc.1,645$779K0.04%+1113F-HRTimeline
Summit Financial, LLC1,641$777K0.03%+2213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,641$777K0.15%-15813F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,638$775K0.05%-1113F-HRTimelineGroup
Argent Trust Co1,634$773K0.03%-1813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,629$771K-40Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,624$769K0.01%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,623$768K0.14%-1313F-HRTimelineGroup
Stamos Capital Partners, L.P.1,600$757K0.18%+1,08013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,591$753K0.02%+48913F-HRTimeline
Farther Finance Advisors, LLC1,588$752K0.03%-5613F-HRTimeline
Machina Capital S.A.S.1,588$752K0.32%-3,32713F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP1,579$747K0.03%new13F-HRTimelineGroup
Centiva Capital, LP1,578$747K0.03%-1,06513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,575$745K0.01%-3613F-HRTimelineGroup
SG Americas Securities, LLC1,571$744K<0.01%-10,22213F-HRTimeline
Dodge & Cox1,566$741K<0.01%013F-HRTimeline
Chronos Wealth Management, LLC1,550$734K0.37%-5413F-HRTimeline
Evercore Wealth Management, LLC1,540$729K0.01%+113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,534$727K0.2%+3813F-HRTimeline
OmniStar Financial Group, Inc.1,525$723K0.58%-4213F-HRTimeline
Smart Money Group LLC1,527$723K0.25%+4213F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,522$720K0.05%+4713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,518$719K0.02%-6813F-HRTimelineGroup
Sienna Gestion1,514$717K0.05%013F-HRTimeline
E Fund Management Co., Ltd.1,509$714K0.04%+20413F-HRTimeline
Borer Denton & Associates, Inc.1,505$712K0.25%013F-HRTimeline
Dorsey & Whitney Trust CO LLC1,471$696K0.04%+2513F-HRTimeline
Clarius Group, LLC1,467$694K0.05%-8813F-HRTimeline
BRAVE ASSET MANAGEMENT INC1,463$693K0.22%013F-HRTimeline
Circle Wealth Management, LLC1,448$685K0.01%+1713F-HRTimeline
GAMMA Investing LLC1,436$680K0.06%+36813F-HRTimeline
Freedom Investment Management, Inc.1,425$675K0.06%+19613F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI1,403$664K0.02%+17213F-HRTimeline
Argyle Capital Management, LLC1,400$663K0.26%013F-HRTimeline
Smith Group Asset Management, LLC1,397$661K0.05%+73913F-HRTimeline
Advisory Alpha, LLC1,393$660K0.02%+17113F-HRTimeline
KG Capital Management1,390$658K0.21%+15613F-HRTimeline
Aviso Financial Inc.1,387$657K0.03%+1813F-HRTimeline
First Horizon Advisors, Inc.1,376$651K0.02%-713F-HRTimeline
MATHER GROUP, LLC.1,363$645K0.01%-26713F-HRTimeline
Snowden Capital Advisors LLC1,360$644K0.02%+18313F-HRTimeline
Aptus Capital Advisors, LLC1,347$638K0.01%+28613F-HRTimeline
SkyView Investment Advisors, LLC1,343$636K0.1%-4,95513F-HRTimeline
Fulton Bank, N.A.1,341$635K0.02%+7313F-HRTimeline
Checchi Capital Advisers, LLC1,327$628K0.05%+1113F-HRTimeline
FineMark National Bank & Trust1,326$628K0.02%-1513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,321$625K0.04%-513F-HRTimelineGroup
EP Wealth Advisors, LLC1,309$620K0.01%+66813F-HRTimeline
Prosperity Consulting Group, LLC1,304$617K0.05%+5313F-HRTimeline
AE Wealth Management LLC1,300$616K0.01%+11313F-HRTimeline
Proficio Capital Partners LLC1,295$613K0.05%+63013F-HR/ATimeline
DDD Partners, LLC1,292$612K0.08%+113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,280$606K0.03%-10013F-HRTimeline
DeDora Capital, Inc.1,280$606K0.17%-1613F-HRTimeline
Empower Advisory Group, LLC1,280$606K<0.01%+7613F-HRTimeline
Fielder Capital Group LLC1,270$601K0.19%new13F-HRTimeline
Cornerstone Advisory, LLC1,143$598K0.07%+2513F-HRTimeline
SEEDS INVESTOR LLC1,261$597K0.17%-913F-HRTimeline
Palisades Hudson Asset Management, L.P.1,258$595K0.25%013F-HRTimeline
Integrated Wealth Concepts LLC1,241$587K0.01%+6513F-HRTimeline
Hilltop National Bank1,231$583K0.18%-713F-HRTimeline
Haverford Trust Co1,226$580K0.01%+313F-HRTimeline
Plato Investment Management Ltd1,213$576K0.04%+64613F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS1,210$573K0.01%-25713F-HRTimelineGroup
Curi Capital, LLC1,208$572K0.01%-8113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,200$568K<0.01%013F-HRTimelineGroup
Traveka Wealth, LLC1,200$568K0.31%new13F-HRTimeline
Park Edge Advisors, LLC1,190$563K0.16%013F-HRTimeline
HTLF Bank1,188$562K0.06%013F-HRTimeline
SYNOVUS FINANCIAL CORP1,185$561K0.01%+10213F-HRTimeline
Aaron Wealth Advisors LLC1,180$559K0.06%+5713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,177$557K0.01%-32813F-HRTimeline
Cross Staff Investments Inc1,162$550K0.38%013F-HRTimeline
Legacy Private Trust Co.1,160$549K0.04%013F-HRTimeline
Schechter Investment Advisors, LLC1,160$549K0.04%-3713F-HRTimeline
Legacy Capital Wealth Partners, LLC1,157$548K0.14%-4513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,093$543K0.05%+7013F-HRTimeline