Skip to content
Disclosery

MCO MOODYS CORP

Follow

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
EP Wealth Advisors, LLC1,237$576K<0.01%-7213F-HRTimeline
Legacy Capital Wealth Partners, LLC1,231$573K0.14%+7413F-HRTimeline
Mayfair Advisory Group, LLC1,224$570K0.33%+17313F-HRTimeline
Compound Planning, Inc.1,218$567K0.03%+28013F-HRTimeline
Haverford Trust Co1,218$567K0.01%-813F-HRTimeline
Andina Capital Management, LLC1,217$567K0.4%new13F-HRTimeline
Aaron Wealth Advisors LLC1,205$561K0.06%+2513F-HRTimeline
SYNOVUS FINANCIAL CORP1,200$559K0.01%+1513F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,200$559K<0.01%013F-HRTimelineGroup
Park Edge Advisors, LLC1,190$554K0.15%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,177$548K0.07%-67213F-HRTimeline
Fisher Asset Management, LLC1,164$542K<0.01%+69313F-HRTimeline
Cornerstone Advisory, LLC1,169$541K0.06%+2613F-HRTimeline
Cross Staff Investments Inc1,162$541K0.41%013F-HRTimeline
Legacy Private Trust Co.1,160$540K0.04%013F-HRTimeline
TRUST CO OF VERMONT1,145$533K0.03%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,145$533K<0.01%+7413F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC1,143$532K0.07%+15513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,143$532K0.01%+20413F-HRTimeline
GTS SECURITIES LLC1,140$531K0.02%+9413F-HRTimeline
Abacus Planning Group, Inc.1,140$531K0.09%+913F-HRTimeline
SkyView Investment Advisors, LLC1,131$527K0.08%-21213F-HRTimeline
CONNING INC.in group CONNING INC.1,106$515K0.02%013F-HRTimelineGroup
WILKINS INVESTMENT COUNSEL INC1,100$512K0.07%013F-HRTimeline
Board of the Pension Protection Fund1,100$512K0.58%+30013F-HRTimeline
Cache Advisors, LLC1,096$510K0.2%013F-HRTimeline
MATHER GROUP, LLC.1,094$510K0.01%-26913F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding1,089$507K0Timeline
BSW Wealth Partners1,083$504K0.08%-1713F-HRTimeline
VestGen Advisors, LLC1,076$501K0.02%13F-HRTimeline
CX Institutional1,076$501K0.02%-3713F-HRTimeline
PDS Planning, Inc1,075$501K0.04%+6413F-HRTimeline
Schechter Investment Advisors, LLC1,074$500K0.04%-8613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,071$499K0.01%-10613F-HRTimeline
COZAD ASSET MANAGEMENT INC1,070$498K0.05%013F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC1,079$498K0.01%new13F-HRTimeline
Promus Capital, LLC1,054$491K0.37%+7513F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,054$490K0.03%+36313F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC1,053$490K0.02%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,051$489K0.01%new13F-HR/ATimelineGroup
Graypoint LLC1,048$488K0.03%+4413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,042$485K-587Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,030$480K0.04%+3013F-HRTimeline
WHITE PINE CAPITAL LLC1,029$479K0.17%+6813F-HRTimeline
Allworth Financial LP1,085$477K<0.01%+8413F-HRTimeline
Broadleaf Partners, LLC1,020$475K0.12%013F-HRTimeline
Mesirow Financial Investment Management…1,001$470K0.01%+1513F-HRTimeline
Bridgewater Advisors Inc.1,050$469K0.04%new13F-HRTimeline
Waverly Advisors, LLC1,008$469K0.01%+1313F-HRTimeline
LANARK FINANCIAL, INC.1,007$469K0.04%new13F-HRTimeline
Lindbrook Capital, LLC1,006$468K0.04%+23313F-HRTimeline
Financial Advocates Investment Manageme…1,005$468K0.03%+1913F-HRTimeline
Capital Advisors, Ltd. LLC1,003$467K0.06%+1013F-HRTimeline
Legacy Financial Advisors, Inc.1,002$467K0.08%+14013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,000$466K0.06%-1013F-HRTimeline
Quintet Private Bank (Europe) S.A.1,000$466K0.03%013F-HRTimeline
Texas Bank & Trust Co1,000$466K0.2%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,050$461K0.05%-4313F-HRTimeline
Everhart Financial Group, Inc.986$459K0.06%+8413F-HRTimeline
Penobscot Investment Management Company…985$459K0.04%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC973$453K0.01%+3013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV969$451K0.41%+92513F-HRTimeline
Shearwater Capital LLC964$449K0.32%013F-HR/ATimeline
CORRECT CAPITAL WEALTH MANAGEMENT964$449K0.09%013F-HRTimeline
Aprio Wealth Management, LLC964$449K0.06%+9313F-HRTimeline
Ted Buchan & Co955$445K0.21%new13F-HRTimeline
RFG Advisory, LLC954$444K0.01%+4113F-HRTimeline
Procyon Advisors, LLC953$444K0.03%+4613F-HRTimeline
BAXTER BROS INC949$442K0.06%013F-HRTimeline
111 Capital949$442K0.09%+20613F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC945$440K0.19%-1413F-HRTimeline
Sunflower Bank, N.A.934$435K0.12%+213F-HRTimeline
Fielder Capital Group LLC930$433K0.13%-34013F-HRTimeline
Pettee Investors, Inc.924$430K0.26%013F-HRTimeline
MGO ONE SEVEN LLC922$429K0.02%+27913F-HRTimeline
SIMON QUICK ADVISORS, LLC921$429K0.02%+31113F-HRTimeline
Manchester Capital Management LLC921$429K0.05%+10413F-HRTimeline
Arkadios Wealth Advisors918$428K0.02%new13F-HRTimeline
VestGen Investment Management917$427K0.32%-2513F-HRTimeline
Tributary Capital Management, LLC915$426K0.04%-3013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS909$423K0.01%-30113F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC903$421K0.02%-5213F-HRTimeline
GC Wealth Management RIA, LLC903$421K0.08%new13F-HRTimeline
Groupe la Francaisein group Groupe la Francaise896$420K0.01%-14013F-HRTimelineGroup
Carnegie Investment Counsel1,050$418K0.01%+713F-HRTimeline
PITCAIRN COin group PITCAIRN CO891$415K0.03%-1313F-HRTimelineGroup
Kathleen S. Wright Associates Inc.900$414K0.17%013F-HRTimeline
Kingsview Wealth Management, LLC888$414K0.01%+10613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT885$412K0.01%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT880$410K0.01%-2113F-HRTimeline
PINNACLE ASSOCIATES LTD879$409K0.01%+113F-HRTimeline
Empirical Financial Services, LLC d.b.a…872$406K0.01%+13113F-HRTimeline
Howard Capital Management, LLC867$404K0.01%-13613F-HRTimeline
Kera Capital Partners, Inc.867$404K0.12%+5213F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY866$403K0.14%013F-HRTimeline
Castleview Partners, LLC865$403K0.27%-13313F-HRTimeline
Delta Investment Management, LLC861$401K0.08%+14213F-HRTimeline
Outlook Wealth Advisors, LLC860$401K0.11%+913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC917$399K0.18%+4113F-HRTimeline
4J Wealth Management LLC852$397K0.31%-213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…845$393K0.01%-3413F-HRTimelineGroup
Fort Point Capital Partners LLC842$392K0.04%-3413F-HRTimeline
SMART Wealth LLC823$383K0.14%new13F-HRTimeline
Addison Advisors LLC821$382K0.1%+1013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST818$381K0.04%-3613F-HRTimeline
Balboa Wealth Partners811$378K0.09%+513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd811$378K0.16%+30013F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.810$377K0.06%+6413F-HRTimeline
Western Wealth Management, LLC808$376K0.02%-1413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…807$376K0.04%+1213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO806$375K0.01%-4913F-HRTimeline
D.B. Root & Company, LLC805$375K0.12%-3613F-HRTimeline
Grey Ledge Advisors, LLC803$374K0.1%+713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC800$373K0.03%013F-HRTimeline
Banco BTG Pactual S.A.800$373K0.09%013F-HRTimeline
Values Added Financial LLC795$370K0.21%+3113F-HRTimeline
OPTIMIZE FINANCIAL INC.792$369K0.27%+9113F-HR/ATimeline
CAXTON ASSOCIATES LLP790$368K0.01%13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC787$366K0.01%+16613F-HRTimelineGroup
Blue Trust, Inc.784$365K<0.01%+50113F-HRTimeline
Sunbelt Securities, Inc.780$363K0.03%+67713F-HRTimeline
Accurate Wealth Management, LLC846$362K0.07%+17813F-HRTimeline
Heritage Trust Co775$361K0.04%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC773$360K0.02%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…771$358K0.01%-36313F-HRTimelineGroup
PFG Advisors767$357K0.02%-8613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.762$355K0.05%+6513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC760$354K0.03%new13F-HRTimeline
Independence Bank of Kentucky758$353K0.06%013F-HRTimeline
Boltwood Capital Management755$352K0.11%-5513F-HRTimeline
Mach-1 Financial Group, LLC755$352K0.11%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP751$350K0.01%+2913F-HRTimelineGroup
TrinityBridge Ltd750$349K0.01%-2513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC742$346K0.26%013F-HRTimeline
Ashton Thomas Private Wealth, LLC741$345K0.01%+14413F-HRTimeline
Meridian Wealth Management, LLC740$344K0.02%+11513F-HRTimeline
Bryn Mawr Trust Advisors, LLC733$341K0.02%+24213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC733$341K0.02%013F-HRTimeline
OLIO Financial Planning732$341K0.12%+15813F-HRTimeline
Mutual Advisors, LLC775$340K0.01%-7813F-HRTimeline
Gladstone Institutional Advisory LLC727$339K0.02%+1513F-HRTimeline
Avestar Capital, LLC727$339K0.03%-6613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd727$339K0.02%-20613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…726$338K0.02%+16713F-HRTimelineGroup
FourThought Financial Partners, LLC721$336K0.04%-113F-HRTimeline
Gryphon Financial Partners LLC720$335K0.05%+1513F-HRTimeline
MBB PUBLIC MARKETS I LLC720$335K0.04%new13F-HR/ATimeline
Carson Advisory Inc.720$335K0.23%-2113F-HRTimeline
CERTUITY, LLC717$334K0.04%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…715$333K<0.01%013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC713$332K0.02%-1013F-HRTimeline
Adero Partners, LLC706$329K0.02%+2013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.705$328K0.05%-16413F-HRTimeline
HCR Wealth Advisors702$327K0.04%+10013F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…700$326K0.15%013F-HRTimeline
Keel Point, LLC685$319K0.02%+15013F-HRTimeline
Union Bancaire Privee, UBP SA679$318K0.01%-31613F-HRTimeline
ROTHSCHILD INVESTMENT LLC683$318K0.02%+213F-HRTimeline
Atlanta Consulting Group Advisors, LLC678$316K0.09%013F-HRTimeline
Plotkin Financial Advisors, LLC677$315K0.19%013F-HRTimeline
Atala Financial Inc677$315K0.23%+813F-HRTimeline
West Family Investments, Inc.675$314K0.12%013F-HRTimeline
Integrated Advisors Network LLC669$312K0.02%-7613F-HRTimeline
Kathmere Capital Management, LLC664$309K0.03%+8313F-HRTimeline
EntryPoint Capital, LLC664$309K0.14%new13F-HRTimeline
Wealth Advisory Solutions, LLC660$307K0.08%+21413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA657$306K0.02%-15813F-HRTimeline
Hamilton Capital, LLC654$305K0.02%-513F-HRTimeline
GREAT LAKES ADVISORS, LLC653$304K<0.01%+2913F-HRTimeline
Cherokee Insurance Co650$303K0.13%013F-HRTimeline
L2 Asset Management, LLC648$302K0.06%+5513F-HRTimeline
SAYBROOK CAPITAL /NC643$299K0.08%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC642$299K0.02%-913F-HRTimeline
Crestwood Advisors Group, LLC639$298K0.01%+13113F-HRTimeline
Dunhill Financial, LLC639$297K0.14%-313F-HRTimeline
EWG Elevate Inc.633$295K0.11%-313F-HRTimeline
Endowment Wealth Management, Inc.632$294K0.19%new13F-HRTimeline
McLean Asset Management Corp739$293K0.1%-313F-HRTimeline
HOWE & RUSLING INC629$293K0.02%+413F-HRTimeline
EVERPAR ADVISORS LLC628$292K0.16%-3313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd628$292K0.01%-9,30313F-HRTimelineGroup
CYPRESS ASSET MANAGEMENT INC/TX626$292K0.08%+9113F-HRTimeline
WEDBUSH SECURITIES INC625$291K0.01%+2813F-HRTimeline
Claret Asset Management Corp624$291K0.04%+1713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding623$290K+18Timeline
Birch Hill Investment Advisors LLC620$289K0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC619$288K0.19%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co619$288K0.02%-4013F-HRTimeline
Lion Street Advisors, LLC618$288K0.09%new13F-HRTimeline
Ballast, Inc.615$286K0.08%new13F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC613$285K0.02%+5513F-HRTimeline
Magnus Financial Group LLC613$285K0.03%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC610$284K0.08%+513F-HRTimeline
Simmons Bankin group Simmons Bank609$284K0.02%-15013F-HRTimelineGroup
Net Worth Advisory Group609$284K0.09%-2513F-HRTimeline
DEARBORN PARTNERS LLC607$283K0.01%+6113F-HRTimeline
WULFF, HANSEN & CO.605$282K0.26%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.605$282K0.12%013F-HRTimeline
Prescott Group Capital Management, L.L.…602$280K0.04%new13F-HRTimeline
George Kaiser Family Foundation602$280K0.04%new13F-HRTimeline