Skip to content
Disclosery

MCO MOODYS CORP

Follow

Stock (common), issuer CIK 1059556

1,320 managers (1,348 13F filers) reported a position in MCO shares at 2025-06-30, 165,261,225 shares in all. 137 filers opened a position and 98 filers sold out during the quarter.

Managers
1,320
13F filers
1,348
New
137
Added
506
Reduced
456
Sold out
98
Shares held by filers
165,261,225

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Rockline Wealth Management, LLC3,345$1.68M0.4%+21813F-HRTimeline
HM PAYSON & CO3,326$1.67M0.03%-13213F-HRTimeline
Monte Financial Group, LLC3,303$1.66M0.64%+2413F-HRTimeline
Round Hill Asset Management3,299$1.65M1.12%013F-HRTimeline
Great Lakes Retirement, Inc.3,288$1.65M0.2%+10313F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding3,279$1.64M-2,538Timeline
MAI Capital Management3,221$1.62M0.01%+18313F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…3,346$1.61M0.02%-9,17613F-HRTimelineGroup
Brooklyn Investment Group3,192$1.6M0.21%+1,65513F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC3,188$1.6M0.01%+3113F-HR/ATimelineGroup
EXCHANGE TRADED CONCEPTS, LLC3,174$1.59M0.02%+78813F-HRTimeline
Voleon Capital Management LP3,164$1.59M0.09%-3,96113F-HRTimeline
ExodusPoint Capital Management, LP3,132$1.57M0.02%+3713F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC3,126$1.57M0.82%+1,47513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC3,108$1.56M0.02%new13F-HRTimeline
Ironwood Investment Counsel, LLC3,108$1.56M0.24%-1013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,054$1.53M0.19%+77413F-HRTimelineGroup
Frank, Rimerman Advisors LLC3,038$1.52M0.1%+313F-HRTimeline
EQUITABLE TRUST CO3,034$1.52M0.08%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,031$1.52M0.04%-2,65213F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC3,031$1.52M0.02%-913F-HRTimeline
Engineers Gate Manager LP3,030$1.52M0.02%-29,74513F-HRTimeline
Perbak Capital Partners LLP3,029$1.52M0.34%+2,44613F-HRTimeline
Independent Advisor Alliance3,021$1.52M0.04%-2813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.3,017$1.51M0.06%-1713F-HRTimeline
RedJay Asset Management Inc.3,000$1.5M0.35%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co2,995$1.5M0.09%-9213F-HRTimelineGroup
BALLAST ADVISORS LLC2,973$1.49M0.44%+10913F-HRTimeline
CWA Asset Management Group, LLC2,934$1.47M0.06%-11713F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…2,922$1.47M0.12%+1,20113F-HRTimelineGroup
HARRIS ASSOCIATES L P2,915$1.46M<0.01%-37513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,885$1.45M0.03%+43313F-HRTimeline
Prospera Financial Services Inc2,882$1.45M0.03%new13F-HRTimeline
Plato Investment Management Ltd2,892$1.45M0.11%+1,31213F-HRTimeline
Applied Finance Capital Management, LLC2,771$1.39M0.09%new13F-HRTimeline
CENTRAL TRUST Co2,759$1.38M0.03%-9713F-HRTimeline
Accretive Wealth Partners, LLC2,753$1.38M0.45%+2413F-HRTimeline
Steward Partners Investment Advisory, L…2,749$1.38M0.01%-11213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,742$1.38M0.17%013F-HRTimeline
STANCE CAPITAL LLC2,730$1.37M0.51%new13F-HRTimeline
EP Wealth Advisors, LLC2,618$1.31M0.01%+1,38113F-HRTimeline
Sepio Capital, LP2,600$1.3M0.09%-3613F-HRTimeline
Robertson Stephens Wealth Management, L…2,593$1.3M0.05%+86413F-HRTimeline
Baader Bank Aktiengesellschaft2,592$1.3M0.11%+31813F-HRTimeline
Key Financial Inc2,570$1.29M0.26%013F-HRTimeline
Washington Trust Advisors, Inc.2,555$1.28M0.1%013F-HRTimeline
CenterBook Partners LP2,546$1.28M0.07%-15,17513F-HRTimeline
Smithfield Trust Co2,542$1.27M0.06%013F-HRTimeline
Anchor Investment Management, LLC2,538$1.27M0.11%+613F-HRTimeline
Genus Capital Management Inc.2,537$1.27M0.16%-47613F-HRTimeline
Bahl & Gaynor LLC2,516$1.26M0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,510$1.26M0.02%-8013F-HRTimeline
Redmond Asset Management, LLC2,481$1.24M0.3%-913F-HRTimeline
HHLR ADVISORS, LTD.in group HHLR ADVISORS, LTD.2,476$1.24M0.04%-16113F-HRTimelineGroup
LVW Advisors, LLC2,462$1.23M0.14%+12113F-HRTimeline
Cresset Asset Management, LLC2,452$1.23M0.01%-1,21013F-HR/ATimeline
GAMMA Investing LLC2,440$1.22M0.08%+71613F-HRTimeline
Avanda Investment Management Pte. Ltd.2,400$1.2M0.68%-20013F-HRTimeline
Wedmont Private Capital2,385$1.2M0.05%-4213F-HRTimeline
Westbourne Investment Advisors, Inc.2,386$1.2M0.36%-27513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,385$1.2M0.04%-1013F-HRTimelineGroup
Impax Asset Management Group plcin group Impax Asset Management Group …2,380$1.19M0.01%+1,00313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,317$1.16M0.02%-42813F-HRTimeline
Benin Management CORP2,283$1.15M0.3%013F-HRTimeline
Heritage Family Offices, LLP2,481$1.14M0.58%013F-HRTimeline
Smart Money Group LLC2,252$1.13M0.35%+24613F-HRTimeline
RWA WEALTH PARTNERS, LLC2,240$1.12M0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC2,240$1.12M0.01%+18513F-HRTimeline
Smartleaf Asset Management LLC2,290$1.12M0.1%-26213F-HRTimeline
PROMETHIUM ADVISORS,LLC2,223$1.12M0.68%+29513F-HRTimeline
Summit Financial, LLC2,210$1.11M0.03%+44613F-HRTimeline
GC Wealth Management RIA, LLC2,187$1.1M0.09%+1,28413F-HRTimeline
Roberts Capital Advisors, LLC2,183$1.09M0.81%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,164$1.09M0.03%+30713F-HRTimelineGroup
STABLEFORD CAPITAL II LLC2,125$1.09M0.41%new13F-HRTimeline
Fisher Asset Management, LLC2,172$1.09M<0.01%+1,00813F-HRTimeline
Triangle Securities Wealth Management2,167$1.09M0.27%-4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SYON CAPITAL LLC2,160$1.08M0.07%+25813F-HRTimeline
Maple Capital Management, Inc.2,152$1.08M0.07%013F-HRTimeline
J. W. Coons Advisors, LLC2,128$1.07M0.24%013F-HRTimeline
Advisory Alpha, LLC2,119$1.06M0.03%+34213F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC2,170$1.06M0.02%+1,09113F-HRTimeline
Atria Wealth Solutions, Inc.2,095$1.05M0.02%-1,49013F-HRTimeline
Waldron Private Wealth LLC2,088$1.05M0.05%013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…2,070$1.04M0.19%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,060$1.03M0.03%+14013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,051$1.03M0.01%+39213F-HRTimelineGroup
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP2,042$1.02M0.04%+43213F-HRTimelineGroup
Sentry LLC2,042$1.02M0.2%013F-HRTimeline
Kesler, Norman & Wride, LLC2,038$1.02M0.18%+23613F-HRTimeline
NorthRock Partners, LLC2,033$1.02M0.03%+30513F-HR/ATimeline
RIVERSEDGE ADVISORS, LLC2,016$1.01M0.2%+3713F-HRTimeline
Tiptree Advisors, LLC2,000$1M0.79%new13F-HRTimeline
Enhancing Capital LLC2,000$1M0.76%013F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC2,000$1M0.39%013F-HRTimeline
Choate Investment Advisors1,990$998K0.02%-613F-HRTimeline
MASTERINVEST Kapitalanlage GmbH1,989$998K0.1%13F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,981$994K0.01%-7013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,980$993K0.06%+92613F-HRTimelineGroup
PROFUND ADVISORS LLC1,964$985K0.04%-20113F-HRTimeline
Twin Tree Management, LP1,943$975K0.02%-7,68213F-HRTimeline
SRN Advisors, LLC1,924$965K0.88%+5113F-HRTimeline
AE Wealth Management LLC1,908$957K0.01%+58813F-HRTimeline
WOLVERINE TRADING, LLC1,961$957K0.02%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…1,900$953K0.28%+13013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,900$953K<0.01%+31113F-HRTimelineGroup
First Horizon Advisors, Inc.1,898$953K0.02%+11813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,879$943K0.04%+14413F-HRTimelineGroup
FISHMAN JAY A LTD/MI1,875$940K0.09%013F-HRTimeline
NOVEM GROUP1,874$940K0.12%-42913F-HRTimeline
E Fund Management Co., Ltd.1,867$936K0.04%-62313F-HRTimeline
Empirical Asset Management, LLC1,866$936K0.29%+22213F-HRTimeline
Asset Management Group, Inc.1,862$934K0.16%-33513F-HRTimeline
Resurgent Financial Advisors LLC1,854$930K0.51%+8913F-HRTimeline
Valeo Financial Advisors, LLC1,852$929K0.02%+6713F-HR/ATimeline
Reynders McVeigh Capital Management, LLC1,843$924K0.05%+213F-HRTimeline
Verdence Capital Advisors LLC1,841$924K0.06%+9713F-HRTimeline
SPINNAKER TRUST1,840$923K0.06%013F-HRTimeline
Cornerstone Planning Group LLC1,779$918K0.19%+1013F-HRTimeline
Legato Capital Management LLC1,822$914K0.11%+1213F-HRTimeline
KG Capital Management1,818$912K0.27%+17513F-HRTimeline
Institute for Wealth Management, LLC.1,814$910K0.1%013F-HRTimeline
GKV Capital Management Co., Inc.1,800$903K0.4%013F-HRTimeline
WHITTIER TRUST CO1,798$902K0.01%-1713F-HRTimeline
Trust Asset Management LLC1,796$901K0.07%013F-HRTimeline
Integrated Wealth Concepts LLC1,793$899K0.01%+23813F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.1,792$899K0.02%new13F-HRTimelineGroup
Oak Thistle LLC1,784$895K0.13%new13F-HRTimeline
CHICAGO TRUST Co NA1,768$887K0.12%new13F-HRTimeline
DEARBORN PARTNERS LLC1,753$879K0.04%+1,14613F-HRTimeline
Farther Finance Advisors, LLC1,750$878K0.02%-3013F-HRTimeline
High Net Worth Advisory Group LLC1,740$873K0.23%-413F-HRTimeline
Polymer Capital Management (US) LLC1,727$866K0.14%new13F-HRTimeline
Aviso Financial Inc.1,725$865K0.04%+27613F-HRTimeline
Sound View Wealth Advisors Group, LLC1,722$864K0.06%-6113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,689$847K0.06%013F-HRTimeline
Stamos Capital Partners, L.P.1,675$840K0.15%+38213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC1,652$829K0.15%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,647$826K<0.01%-177,00613F-HRTimelineGroup
Curi Capital, LLC1,642$823K0.02%new13F-HRTimeline
DAVIDSON TRUST CO1,641$823K0.38%013F-HRTimeline
Aptus Capital Advisors, LLC1,634$819K0.01%-35413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,633$819K-321Timeline
Global Endowment Management, LPin group Global Endowment Management, …1,625$815K0.11%+22813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1,624$815K0.01%-113F-HRTimeline
Argent Trust Co1,616$811K0.03%-1013F-HRTimeline
DRW Securities, LLC1,614$810K0.06%new13F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,612$809K<0.01%-36113F-HRTimeline
Lineweaver Wealth Advisors, LLC1,602$804K0.13%-44813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC1,586$796K0.12%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,585$795K0.19%+1113F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,582$794K0.26%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,567$786K0.02%+42413F-HRTimeline
Dodge & Cox1,566$785K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,555$780K0.06%+19913F-HRTimeline
Castle Rock Wealth Management, LLC1,549$776K0.18%+213F-HRTimeline
Sowell Financial Services LLC1,547$776K0.03%+21913F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,531$768K0.13%-7013F-HRTimelineGroup
Borer Denton & Associates, Inc.1,505$755K0.26%013F-HRTimeline
Evercore Wealth Management, LLC1,504$754K0.01%013F-HRTimeline
Machina Capital S.A.S.1,497$751K0.16%-3,50713F-HRTimeline
Patton Albertson Miller Group, LLC1,483$744K0.1%013F-HRTimeline
Fortis Capital Management LLC1,478$741K0.12%-4,70713F-HRTimeline
Kenora Financial, LLC1,470$737K0.28%+22813F-HRTimeline
Ellevest, Inc.1,469$737K0.12%-11213F-HRTimeline
NewEdge Advisors, LLC1,468$736K<0.01%+8613F-HRTimeline
BRAVE ASSET MANAGEMENT INC1,463$734K0.2%013F-HRTimeline
Advisors Asset Management, Inc.1,463$734K0.01%new13F-HR/ATimeline
Hilltop National Bank1,456$730K0.19%13F-HRTimeline
SEEDS INVESTOR LLC1,436$720K0.17%-11613F-HRTimeline
Venturi Wealth Management, LLC1,431$718K0.04%-22813F-HRTimeline
Mutual Advisors, LLC1,380$708K0.02%+60513F-HRTimeline
Circle Wealth Management, LLC1,411$708K0.02%-3713F-HRTimeline
Opes Wealth Management LLC1,410$707K0.13%-413F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV1,410$707K0.08%-1613F-HRTimeline
Argyle Capital Management, LLC1,400$702K0.25%013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,398$701K0.05%-1113F-HRTimelineGroup
Crestmont Private Wealth LLC1,394$699K0.25%+10913F-HRTimeline
Sienna Gestion1,514$693K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.1,381$693K0.01%+3713F-HRTimeline
Haverford Trust Co1,367$686K0.01%+14913F-HRTimeline
MAVERICK CAPITAL LTD1,366$685K0.01%013F-HRTimeline
Clarius Group, LLC1,366$685K0.04%-30113F-HRTimeline
Proficio Capital Partners LLC1,352$678K0.04%+4813F-HRTimeline
Addison Advisors LLC1,351$678K0.17%+53013F-HRTimeline
OneDigital Investment Advisors LLC1,332$668K0.01%-4413F-HRTimeline
Checchi Capital Advisers, LLC1,323$664K0.05%-1513F-HRTimeline
DDD Partners, LLC1,299$652K0.07%-1113F-HRTimeline
Promus Capital, LLC1,298$651K0.42%+24413F-HR/ATimeline
DeDora Capital, Inc.1,297$651K0.17%+2813F-HRTimeline
Fulton Bank, N.A.1,291$648K0.02%-8313F-HRTimeline
Prosperity Consulting Group, LLC1,290$647K0.05%-2313F-HRTimeline
Allworth Financial LP1,286$645K<0.01%+20113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…1,280$642K0.03%013F-HR/ATimeline
Freedom Investment Management, Inc.1,278$641K0.05%-113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC1,268$636K0.08%+12513F-HRTimeline
PFG Advisors1,267$636K0.03%+50013F-HRTimeline
Mayfair Advisory Group, LLC1,227$632K0.3%+313F-HRTimeline
Palisades Hudson Asset Management, L.P.1,258$631K0.25%013F-HRTimeline
Chronos Wealth Management, LLC1,250$627K0.32%-5013F-HRTimeline