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Disclosery

MCO MOODYS CORP

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Stock (common), issuer CIK 1059556

1,285 managers (1,315 13F filers) reported a position in MCO shares at 2025-03-31, 166,463,331 shares in all. 114 filers opened a position and 102 filers sold out during the quarter.

Managers
1,285
13F filers
1,315
New
114
Added
532
Reduced
424
Sold out
102
Shares held by filers
166,463,331

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Qtron Investments LLC3,375$1.57M0.24%+61813F-HRTimeline
Mystic Asset Management, Inc.3,348$1.56M0.41%013F-HRTimeline
Private Advisor Group, LLC3,317$1.54M0.01%-15013F-HRTimeline
Round Hill Asset Management3,299$1.54M1.1%013F-HRTimeline
HARRIS ASSOCIATES L P3,290$1.53M<0.01%-5,03113F-HRTimeline
V-Square Quantitative Management LLC3,288$1.53M0.22%+17713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,282$1.53M0.04%+2,44013F-HRTimelineGroup
Capital Investment Advisors, LLC3,244$1.51M0.03%+51813F-HRTimeline
TOWNSQUARE CAPITAL LLC3,184$1.48M0.02%+75313F-HRTimeline
Great Lakes Retirement, Inc.3,185$1.48M0.19%+28113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,157$1.47M0.01%-11413F-HR/ATimelineGroup
Rockline Wealth Management, LLC3,127$1.46M0.41%+23013F-HRTimeline
Ironwood Investment Counsel, LLC3,118$1.45M0.25%+1413F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,104$1.45M0.1%new13F-HRTimeline
ExodusPoint Capital Management, LP3,095$1.44M0.02%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,087$1.44M0.1%-2613F-HRTimelineGroup
CHOREO, LLC3,086$1.44M0.02%-1,22613F-HRTimeline
Entropy Technologies, LP3,068$1.43M0.14%+2,36813F-HRTimeline
CWA Asset Management Group, LLC3,051$1.42M0.07%-4413F-HRTimeline
Independent Advisor Alliance3,049$1.42M0.05%-40613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,040$1.42M0.02%-12413F-HRTimeline
MAI Capital Management3,038$1.41M0.01%+7413F-HRTimeline
Frank, Rimerman Advisors LLC3,035$1.41M0.11%+5213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.3,034$1.41M0.06%new13F-HRTimeline
EQUITABLE TRUST CO3,034$1.41M0.08%-7913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,019$1.41M0.03%+6613F-HRTimeline
Genus Capital Management Inc.3,013$1.4M0.2%new13F-HRTimeline
Vestcor Inc2,995$1.4M0.05%+613F-HRTimeline
Monte Financial Group, LLC3,279$1.39M0.61%+38413F-HRTimeline
AlphaQuest LLC2,980$1.39M0.15%-2,33313F-HRTimeline
Arax Advisory Partners2,903$1.35M0.09%-46013F-HRTimeline
BALLAST ADVISORS LLC2,864$1.33M0.43%+21313F-HRTimeline
Steward Partners Investment Advisory, L…2,861$1.33M0.01%-9913F-HRTimeline
CENTRAL TRUST Co2,856$1.33M0.03%-1713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,786$1.3M<0.01%+29913F-HRTimelineGroup
STEVENS CAPITAL MANAGEMENT LP2,756$1.28M0.32%new13F-HRTimeline
Prime Capital Investment Advisors, LLC2,745$1.28M0.01%+32413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,742$1.28M0.17%013F-HRTimeline
MUFG SECURITIES AMERICAS INC.2,740$1.28M0.15%+43913F-HRTimeline
Accretive Wealth Partners, LLC2,729$1.26M0.45%+19813F-HRTimeline
Westbourne Investment Advisors, Inc.2,661$1.24M0.44%-14013F-HRTimeline
Pinnacle Financial Partners Inc2,602$1.23M0.02%013F-HRTimeline
HHLR ADVISORS, LTD.in group HHLR ADVISORS, LTD.2,637$1.23M0.03%-1,84013F-HRTimelineGroup
Sepio Capital, LP2,636$1.23M0.1%-213F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,627$1.22M0.05%-13913F-HRTimelineGroup
AXS Investments LLC2,623$1.22M0.34%-13413F-HRTimeline
Avanda Investment Management Pte. Ltd.2,600$1.21M0.43%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,590$1.21M0.04%-2,53013F-HRTimeline
Key Financial Inc2,570$1.2M0.26%013F-HRTimeline
Horizon Investments, LLC2,556$1.19M0.04%+8813F-HRTimeline
Washington Trust Advisors, Inc.2,555$1.19M0.11%013F-HRTimeline
Callan Family Office, LLC2,541$1.18M0.09%-78213F-HRTimeline
Smithfield Trust Co2,542$1.18M0.06%013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC2,535$1.18M0.02%new13F-HRTimelineGroup
Anchor Investment Management, LLC2,532$1.18M0.11%013F-HRTimeline
Smartleaf Asset Management LLC2,552$1.18M0.11%+43913F-HRTimeline
Bahl & Gaynor LLC2,516$1.17M0.01%-1113F-HRTimeline
Redmond Asset Management, LLC2,490$1.16M0.3%+4813F-HRTimeline
E Fund Management Co., Ltd.2,490$1.16M0.06%+98113F-HRTimeline
Heritage Family Offices, LLP2,481$1.16M0.59%+1813F-HRTimeline
B. Riley Wealth Advisors, Inc.2,453$1.14M0.03%-1,11813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,452$1.14M0.03%+43213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,395$1.11M0.04%-8013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC2,386$1.11M0.02%+79513F-HRTimeline
LVW Advisors, LLC2,341$1.09M0.13%+8413F-HRTimeline
NOVEM GROUP2,303$1.07M0.15%+56613F-HRTimeline
Benin Management CORP2,283$1.06M0.3%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,280$1.06M0.14%-1013F-HRTimelineGroup
Baader Bank Aktiengesellschaft2,274$1.06M0.11%+1013F-HRTimeline
RWA WEALTH PARTNERS, LLC2,240$1.04M0.01%-10113F-HRTimeline
Wedmont Private Capital2,427$1.04M0.05%+13313F-HRTimeline
Triangle Securities Wealth Management2,207$1.03M0.26%-2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Asset Management Group, Inc.2,197$1.02M0.19%-24813F-HRTimeline
Roberts Capital Advisors, LLC2,183$1.02M0.89%013F-HRTimeline
PROFUND ADVISORS LLC2,165$1.01M0.04%-13613F-HRTimeline
Maple Capital Management, Inc.2,152$1M0.08%-413F-HRTimeline
J. W. Coons Advisors, LLC2,128$991K0.26%+10013F-HRTimeline
Waldron Private Wealth LLC2,088$972K0.05%-79913F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…2,070$964K0.18%013F-HRTimeline
Quantbot Technologies LP2,058$958K0.03%-9,81613F-HRTimeline
Fieldview Capital Management, LLC2,057$958K0.14%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,055$957K0.01%+3313F-HRTimeline
Lineweaver Wealth Advisors, LLC2,050$955K0.16%-95413F-HRTimeline
Sentry LLC2,042$951K0.19%013F-HRTimeline
Legacy Capital Group California, Inc.2,027$944K0.33%new13F-HRTimeline
Smart Money Group LLC2,006$934K0.32%+47913F-HR/ATimeline
Enhancing Capital LLC2,000$931K0.75%013F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC2,000$931K0.4%013F-HRTimeline
Choate Investment Advisors1,996$930K0.02%+513F-HRTimeline
Aptus Capital Advisors, LLC1,988$926K0.01%+64113F-HRTimeline
RIVERSEDGE ADVISORS, LLC1,979$922K0.21%+2813F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,973$919K<0.01%-16713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,954$910K+436Timeline
PROMETHIUM ADVISORS,LLC1,928$898K0.58%+78213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,920$894K0.03%-1413F-HRTimeline
SYON CAPITAL LLC1,902$886K0.07%+16913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,051$884K0.01%-5813F-HRTimeline
FISHMAN JAY A LTD/MI1,875$873K0.1%013F-HRTimeline
SRN Advisors, LLC1,873$872K0.98%-4613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,857$865K0.02%-62813F-HRTimelineGroup
Reynders McVeigh Capital Management, LLC1,841$857K0.05%+1013F-HRTimeline
SPINNAKER TRUST1,840$857K0.06%013F-HRTimeline
WHITTIER TRUST CO1,815$845K0.01%-7113F-HRTimeline
Institute for Wealth Management, LLC.1,814$845K0.11%+3013F-HRTimeline
Legato Capital Management LLC1,810$843K0.11%013F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA1,806$841K0.16%new13F-HRTimelineGroup
Kesler, Norman & Wride, LLC1,802$839K0.16%+76413F-HRTimeline
GKV Capital Management Co., Inc.1,800$838K0.42%013F-HR/ATimeline
Trust Asset Management LLC1,796$836K0.07%-2413F-HRTimeline
Farther Finance Advisors, LLC1,780$834K0.02%+19213F-HRTimeline
Valeo Financial Advisors, LLC1,785$831K0.02%+1313F-HRTimeline
Sound View Wealth Advisors Group, LLC1,783$830K0.07%+6613F-HRTimeline
First Horizon Advisors, Inc.1,780$829K0.02%+40413F-HRTimeline
Advisory Alpha, LLC1,777$828K0.03%+38413F-HR/ATimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,770$824K0.25%+3813F-HRTimeline
Resurgent Financial Advisors LLC1,765$822K0.49%-1713F-HRTimeline
Summit Financial, LLC1,764$821K0.02%+12313F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH1,780$821K0.01%-39213F-HRTimelineGroup
Verdence Capital Advisors LLC1,744$812K0.06%-3513F-HRTimeline
High Net Worth Advisory Group LLC1,744$812K0.23%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,735$808K0.03%+1,04213F-HRTimelineGroup
Robertson Stephens Wealth Management, L…1,729$805K0.03%-1,78413F-HRTimeline
NorthRock Partners, LLC1,728$805K0.03%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,727$804K0.02%-3,15213F-HRTimelineGroup
GAMMA Investing LLC1,724$803K0.06%+28813F-HR/ATimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…1,721$801K0.07%-15613F-HRTimelineGroup
R Squared Ltd1,710$796K0.85%+1,15013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,689$787K0.06%013F-HRTimeline
Campbell & CO Investment Adviser LLC1,681$783K0.06%+1,11913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,669$777K0.01%new13F-HRTimelineGroup
Clarius Group, LLC1,667$776K0.05%+20013F-HRTimeline
Venturi Wealth Management, LLC1,659$773K0.04%-8813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,659$772K0.01%+8413F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC1,652$769K0.16%+1113F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC1,651$769K0.4%-2013F-HRTimeline
Empirical Asset Management, LLC1,644$766K0.26%-2,77613F-HRTimeline
KG Capital Management1,643$765K0.25%+25313F-HRTimeline
DAVIDSON TRUST CO1,641$764K0.36%new13F-HRTimeline
Cornerstone Planning Group LLC1,769$762K0.18%+1413F-HRTimeline
Argent Trust Co1,626$757K0.03%-813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,625$757K0.01%+113F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP1,610$750K0.03%+3113F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,601$745K0.14%-2213F-HRTimelineGroup
Plato Investment Management Ltd1,580$744K0.06%+36713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,589$740K<0.01%-64,20913F-HRTimelineGroup
Ellevest, Inc.1,581$736K0.05%-6413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,574$734K0.2%+4013F-HRTimeline
AMJ Financial Wealth Management1,575$733K0.22%+91613F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,567$730K0.04%+1,00713F-HRTimelineGroup
Dodge & Cox1,566$729K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC1,555$724K0.01%+31413F-HRTimeline
Castle Rock Wealth Management, LLC1,547$723K0.2%013F-HRTimeline
SEEDS INVESTOR LLC1,552$723K0.2%+29113F-HRTimeline
Brooklyn Investment Group1,537$715K0.15%+44913F-HRTimeline
Belpointe Asset Management LLC1,534$714K0.04%+92613F-HRTimeline
Fortis Capital Advisors, LLC1,534$714K0.15%new13F-HRTimeline
Borer Denton & Associates, Inc.1,505$701K0.25%013F-HRTimeline
Evercore Wealth Management, LLC1,504$700K0.01%-3613F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,484$691K0.34%+52413F-HRTimelineGroup
Patton Albertson Miller Group, LLC1,483$691K0.1%-19013F-HR/ATimeline
Sienna Gestion1,514$685K0.06%013F-HRTimeline
BRAVE ASSET MANAGEMENT INC1,463$681K0.21%013F-HRTimeline
Aviso Financial Inc.1,449$675K0.03%+6213F-HRTimeline
Circle Wealth Management, LLC1,448$674K0.02%013F-HRTimeline
Smith Group Asset Management, LLC1,447$674K0.05%+5013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV1,426$664K0.08%new13F-HR/ATimeline
Opes Wealth Management LLC1,414$659K0.13%new13F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,409$656K0.05%-22913F-HRTimelineGroup
Geneos Wealth Management Inc.1,408$656K0.01%+1,12713F-HRTimeline
Argyle Capital Management, LLC1,400$652K0.24%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …1,397$651K0.08%-1,76213F-HRTimelineGroup
NewEdge Advisors, LLC1,382$644K<0.01%-74113F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …1,377$641K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC1,376$641K0.01%-1,02613F-HRTimeline
Fulton Bank, N.A.1,374$640K0.03%+3313F-HRTimeline
MAVERICK CAPITAL LTD1,366$636K0.01%+70113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,356$631K0.06%+26613F-HRTimeline
Dorsey & Whitney Trust CO LLC1,346$627K0.04%-12513F-HRTimeline
J.W. COLE ADVISORS, INC.1,344$626K0.02%+32513F-HRTimeline
HughesLittle Investment Management Ltd.1,341$624K0.13%-24,44813F-HR/ATimeline
Checchi Capital Advisers, LLC1,338$623K0.04%+1113F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…1,331$620K0.03%-1,96913F-HRTimelineGroup
Sowell Financial Services LLC1,328$619K0.03%new13F-HRTimeline
AE Wealth Management LLC1,320$615K0.01%+2013F-HRTimeline
Prosperity Consulting Group, LLC1,313$611K0.05%+913F-HRTimeline
DDD Partners, LLC1,310$610K0.07%+1813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,306$608K0.04%-1513F-HRTimelineGroup
Proficio Capital Partners LLC1,304$607K0.05%+913F-HRTimeline
Chronos Wealth Management, LLC1,300$605K0.32%-25013F-HRTimeline
GROUP ONE TRADING LLC1,299$605K0.03%+1,08613F-HRTimeline
FineMark National Bank & Trust1,293$602K0.02%-3313F-HRTimeline
Stamos Capital Partners, L.P.1,293$602K0.16%-30713F-HRTimeline
Crestmont Private Wealth LLC1,285$598K0.26%+19313F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,280$596K0.03%013F-HRTimeline
Freedom Investment Management, Inc.1,279$595K0.05%-14613F-HRTimeline
DeDora Capital, Inc.1,269$591K0.17%-1113F-HRTimeline
Empower Advisory Group, LLC1,269$591K<0.01%-1113F-HRTimeline
Palisades Hudson Asset Management, L.P.1,258$586K0.27%013F-HRTimeline
Petrus Trust Company, LTA1,257$585K0.05%new13F-HRTimeline
Kenora Financial, LLC1,242$578K0.24%+34913F-HRTimeline