MCO MOODYS CORP

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.

Holder	Shares	Value	% of portfolio	Change	Source
Compound Planning, Inc.	1,249	$627K	0.02%	+31	13F-HR Timeline
Aaron Wealth Advisors LLC	1,244	$624K	0.06%	+39	13F-HR Timeline
Andina Capital Management, LLC	1,237	$620K	0.43%	+20	13F-HR Timeline
CX Institutional	1,235	$620K	0.02%	+159	13F-HR/A Timeline
SPIREPOINT PRIVATE CLIENT, LLC	1,218	$611K	0.07%	+41	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	1,210	$607K	0.04%	-96	13F-HR Timeline Group
Fayez Sarofim & Coin group Fayez Sarofim & Co	1,200	$602K	<0.01%	0	13F-HR Timeline Group
Legacy Capital Wealth Partners, LLC	1,199	$601K	0.14%	-32	13F-HR Timeline
Empower Advisory Group, LLC	1,198	$601K	<0.01%	-71	13F-HR Timeline
Park Edge Advisors, LLC	1,190	$597K	0.15%	0	13F-HR Timeline
SYNOVUS FINANCIAL CORP	1,173	$588K	0.01%	-27	13F-HR Timeline
SVB WEALTH LLC	1,169	$586K	0.03%	new	13F-HR Timeline
INCEPTIONR LLC	1,167	$585K	0.14%	new	13F-HR Timeline
Cornerstone Advisory, LLC	1,166	$585K	0.06%	-3	13F-HR Timeline
BlueSpruce Investments, LP	1,162	$583K	0.01%	new	13F-HR Timeline
Cross Staff Investments Inc	1,162	$583K	0.43%	0	13F-HR Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC	1,159	$581K	<0.01%	+14	13F-HR Timeline
Legacy Private Trust Co.	1,150	$577K	0.04%	-10	13F-HR Timeline
Dorsey & Whitney Trust CO LLC	1,145	$575K	0.03%	-201	13F-HR Timeline
TRUST CO OF VERMONT	1,145	$574K	0.03%	0	13F-HR Timeline
FIDELIS CAPITAL PARTNERS, LLC	1,088	$563K	0.05%	+38	13F-HR Timeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …	1,124	$563K	0.03%	-443	13F-HR Timeline Group
SkyView Investment Advisors, LLC	1,123	$560K	0.08%	-8	13F-HR Timeline
PDS Planning, Inc	1,112	$558K	0.04%	+37	13F-HR Timeline
Abacus Planning Group, Inc.	1,112	$558K	0.08%	-28	13F-HR/A Timeline
MATHER GROUP, LLC.	1,107	$555K	0.01%	+13	13F-HR Timeline
WILKINS INVESTMENT COUNSEL INC	1,100	$552K	0.08%	0	13F-HR Timeline
VestGen Advisors, LLC	1,097	$550K	0.02%	+21	13F-HR Timeline
Cache Advisors, LLC	1,096	$550K	0.15%	0	13F-HR Timeline
BSW Wealth Partners	1,094	$549K	0.08%	+11	13F-HR Timeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…	1,089	$546K	0.33%	0	13F-HR/A Timeline Group
Bridgewater Advisors Inc.	1,051	$537K	0.04%	+1	13F-HR Timeline
Carnegie Investment Counsel	1,061	$532K	0.01%	+11	13F-HR Timeline
Blueshift Asset Management, LLC	1,060	$532K	0.16%	+589	13F-HR Timeline
CONNING INC.in group CONNING INC.	1,058	$531K	0.02%	-48	13F-HR Timeline Group
HOWLAND CAPITAL MANAGEMENT LLC	1,053	$528K	0.02%	0	13F-HR Timeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.	1,042	$523K	0.03%	0	13F-HR Timeline Group
LANARK FINANCIAL, INC.	1,041	$522K	0.04%	+34	13F-HR Timeline
FineMark National Bank & Trust	1,033	$518K	0.02%	-260	13F-HR Timeline
WHITE PINE CAPITAL LLC	1,032	$518K	0.16%	+3	13F-HR Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1,030	$517K	0.04%	0	13F-HR Timeline
MGO ONE SEVEN LLC	1,024	$514K	0.02%	+102	13F-HR Timeline
Broadleaf Partners, LLC	1,020	$512K	0.11%	0	13F-HR Timeline
Mesirow Financial Investment Management…	1,005	$508K	0.01%	+4	13F-HR Timeline
Waverly Advisors, LLC	1,009	$506K	0.01%	+1	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	1,003	$503K	0.06%	-2,914	13F-HR Timeline
Capital Advisors, Ltd. LLC	1,004	$503K	0.06%	+1	13F-HR Timeline
Quintet Private Bank (Europe) S.A.	1,000	$502K	0.03%	0	13F-HR Timeline
Texas Bank & Trust Co	1,000	$502K	0.2%	0	13F-HR Timeline
Everhart Financial Group, Inc.	998	$501K	0.06%	+12	13F-HR Timeline
Howard Capital Management, LLC	997	$500K	0.01%	+130	13F-HR Timeline
Relyea Zuckerberg Hanson LLC	993	$498K	0.06%	-7	13F-HR Timeline
RFG Advisory, LLC	986	$495K	0.01%	+32	13F-HR Timeline
Graypoint LLC	986	$495K	0.03%	-62	13F-HR Timeline
Penobscot Investment Management Company…	985	$494K	0.04%	0	13F-HR Timeline
Avidian Wealth Enterprises, LLC	984	$494K	0.02%	+477	13F-HR Timeline
Aprio Wealth Management, LLC	983	$493K	0.06%	+19	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	981	$492K	0.01%	-90	13F-HR Timeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV	980	$491K	0.45%	+11	13F-HR Timeline
Legacy Financial Advisors, Inc.	977	$490K	0.08%	-25	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	965	$484K	0.02%	+239	13F-HR Timeline Group
Shearwater Capital LLC	964	$484K	0.3%	0	13F-HR Timeline
Arkadios Wealth Advisors	964	$484K	0.01%	+46	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	964	$484K	0.09%	0	13F-HR Timeline
VestGen Investment Management	960	$482K	0.35%	+43	13F-HR Timeline
MONETA GROUP INVESTMENT ADVISORS LLC	960	$482K	0.01%	-13	13F-HR Timeline
BAXTER BROS INC	959	$481K	0.06%	+10	13F-HR Timeline
Meridian Wealth Management, LLC	959	$481K	0.02%	+219	13F-HR Timeline
Savvy Advisors, Inc.	956	$480K	0.03%	new	13F-HR Timeline
Ted Buchan & Co	955	$479K	0.19%	0	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	926	$478K	0.15%	+9	13F-HR Timeline
HUTNER CAPITAL MANAGEMENT INC	945	$474K	0.22%	0	13F-HR Timeline
PINNACLE ASSOCIATES LTD	945	$474K	0.01%	+66	13F-HR Timeline
Accurate Wealth Management, LLC	937	$474K	0.07%	+91	13F-HR Timeline
West Family Investments, Inc.	939	$471K	0.12%	+264	13F-HR Timeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co	933	$468K	0.01%	-44,210	13F-HR Timeline Group
Groupe la Francaisein group Groupe la Francaise	929	$464K	0.01%	+33	13F-HR Timeline Group
Pettee Investors, Inc.	924	$463K	0.28%	0	13F-HR Timeline
Fielder Capital Group LLC	922	$463K	0.12%	-8	13F-HR Timeline
Manchester Capital Management LLC	922	$462K	0.06%	+1	13F-HR Timeline
D.B. Root & Company, LLC	922	$462K	0.14%	+117	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	920	$461K	0.04%	-150	13F-HR/A Timeline
Dynasty Wealth Management, LLC	912	$458K	0.01%	new	13F-HR Timeline
Kathleen S. Wright Associates Inc.	900	$457K	0.18%	0	13F-HR Timeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS	909	$456K	0.01%	0	13F-HR Timeline Group
Pallas Capital Advisors LLC	906	$455K	0.02%	new	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	904	$453K	0.02%	+1	13F-HR Timeline
Prescott Group Capital Management, L.L.…	904	$453K	0.05%	+302	13F-HR Timeline
George Kaiser Family Foundation	904	$453K	0.07%	+302	13F-HR Timeline
Tributary Capital Management, LLC	890	$446K	0.04%	-25	13F-HR Timeline
Sunflower Bank, N.A.	887	$445K	0.11%	-47	13F-HR Timeline
AlphaQuest LLC	878	$440K	0.04%	-2,102	13F-HR Timeline
Canandaigua National Trust Co of Florida	877	$440K	0.31%	new	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	873	$438K	0.04%	+66	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	865	$434K	0.01%	+59	13F-HR Timeline
Outlook Wealth Advisors, LLC	861	$432K	0.11%	+1	13F-HR Timeline
Kera Capital Partners, Inc.	861	$432K	0.09%	-6	13F-HR Timeline
SHELTON CAPITAL MANAGEMENT	860	$431K	0.01%	-20	13F-HR Timeline
BRADLEY FOSTER & SARGENT INC/CT	855	$429K	0.01%	-30	13F-HR Timeline
Penserra Capital Management LLCin group Penserra Capital Management L…	856	$428K	0.01%	+85	13F-HR Timeline Group
4J Wealth Management LLC	852	$427K	0.29%	0	13F-HR Timeline
Blue Trust, Inc.	851	$427K	0.01%	+67	13F-HR Timeline
Castleview Partners, LLC	848	$425K	0.27%	-17	13F-HR Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	847	$425K	0.01%	+2	13F-HR Timeline Group
Western Wealth Management, LLC	846	$424K	0.03%	+38	13F-HR Timeline
Fort Point Capital Partners LLC	833	$418K	0.04%	-9	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	818	$410K	0.04%	0	13F-HR Timeline
PITCAIRN COin group PITCAIRN CO	813	$408K	0.03%	-78	13F-HR/A Timeline Group
Crestwood Advisors Group, LLC	811	$407K	0.01%	+172	13F-HR Timeline
Alta Advisers Ltdin group Alta Advisers Ltd	811	$407K	0.14%	0	13F-HR Timeline Group
WOODMONT INVESTMENT COUNSEL LLC	805	$404K	0.03%	+5	13F-HR Timeline
Values Added Financial LLC	804	$403K	0.2%	+9	13F-HR Timeline
Banco BTG Pactual S.A.	800	$401K	0.08%	0	13F-HR Timeline
Financial Advocates Investment Manageme…	799	$401K	0.03%	-206	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	798	$400K	0.01%	+57	13F-HR Timeline
McGlone Suttner Wealth Management, Inc.	798	$400K	0.06%	-12	13F-HR Timeline
Grey Ledge Advisors, LLC	797	$400K	0.1%	-6	13F-HR Timeline
OPTIMIZE FINANCIAL INC.	788	$395K	0.24%	-4	13F-HR Timeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…	783	$393K	<0.01%	-9,024	13F-HR Timeline Group
GUARDIAN WEALTH ADVISORS, LLC / NC	782	$392K	0.03%	+22	13F-HR Timeline
FORA Capital, LLC	778	$390K	0.04%	new	13F-HR Timeline
Kingsview Wealth Management, LLC	776	$389K	0.01%	-112	13F-HR Timeline
Heritage Trust Co	775	$389K	0.04%	0	13F-HR Timeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co	774	$388K	0.02%	-1,853	13F-HR Timeline Group
HIGHLAND CAPITAL MANAGEMENT, LLC	773	$388K	0.02%	0	13F-HR Timeline
Gryphon Financial Partners LLC	768	$385K	0.05%	+48	13F-HR Timeline
Independence Bank of Kentucky	758	$380K	0.05%	0	13F-HR Timeline
McLean Asset Management Corp	762	$379K	0.1%	+23	13F-HR Timeline
TrinityBridge Ltd	750	$376K	0.01%	0	13F-HR Timeline
Premier Path Wealth Partners, LLC	744	$373K	0.05%	+300	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	742	$372K	0.27%	0	13F-HR Timeline
Gladstone Institutional Advisory LLC	737	$370K	0.02%	+10	13F-HR Timeline
Boltwood Capital Management	735	$369K	0.1%	-20	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	733	$368K	0.02%	0	13F-HR Timeline
OLIO Financial Planning	730	$366K	0.12%	-2	13F-HR Timeline
Balboa Wealth Partners	724	$363K	0.07%	-87	13F-HR Timeline
FourThought Financial Partners, LLC	721	$362K	0.04%	0	13F-HR Timeline
Carson Advisory Inc.	720	$361K	0.23%	0	13F-HR Timeline
Cyndeo Wealth Partners, LLC	717	$360K	0.02%	+4	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	715	$359K	<0.01%	0	13F-HR Timeline Group
J2 Capital Management Inc	713	$358K	0.29%	+208	13F-HR Timeline
SBI Securities Co., Ltd.	713	$358K	0.01%	+114	13F-HR Timeline
CERTUITY, LLC	702	$352K	0.03%	-15	13F-HR Timeline
HCR Wealth Advisors	702	$352K	0.04%	0	13F-HR Timeline
Plotkin Financial Advisors, LLC	702	$352K	0.19%	+25	13F-HR Timeline
Investors Towarzystwo Funduszy Inwestyc…	700	$351K	0.14%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	699	$351K	0.02%	+16	13F-HR Timeline
Delta Investment Management, LLC	698	$350K	0.07%	-163	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	696	$349K	0.02%	+120	13F-HR Timeline
GREAT LAKES ADVISORS, LLC	695	$349K	<0.01%	+42	13F-HR Timeline
Keel Point, LLC	694	$348K	0.02%	+9	13F-HR Timeline
RICE HALL JAMES & ASSOCIATES, LLC	691	$347K	0.02%	+78	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	687	$345K	0.01%	+366	13F-HR/A Timeline
Quotient Wealth Partners, LLC	684	$343K	0.01%	+89	13F-HR Timeline
Matrix Trust Co	682	$342K	0.05%	+195	13F-HR Timeline
L2 Asset Management, LLC	681	$342K	0.06%	+33	13F-HR Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding	679	$341K		+56	Timeline CARY STREET PARTNERS FINANCIAL LLC: 370 (0.01%) 13F-HR CARY STREET PARTNERS INVESTMENT A…: 309 (0.08%) 13F-HR
Atala Financial Inc	677	$340K	0.23%	0	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	670	$337K	0.06%	new	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	669	$336K	0.04%	-93	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	669	$336K	0.01%	-82	13F-HR Timeline Group
STEPHENS INC /AR/in group Stephens Investment Managemen…	667	$335K	<0.01%	new	13F-HR Timeline Group
BALDWIN WEALTH PARTNERS LLC/MA	657	$330K	0.02%	0	13F-HR Timeline
Geneos Wealth Management Inc.	656	$329K	0.01%	-752	13F-HR Timeline
Lion Street Advisors, LLC	655	$329K	0.1%	+37	13F-HR Timeline
CYPRESS ASSET MANAGEMENT INC/TX	651	$327K	0.08%	+25	13F-HR Timeline
Cherokee Insurance Co	650	$326K	0.14%	0	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	644	$323K	0.08%	+34	13F-HR Timeline
SAYBROOK CAPITAL /NC	643	$323K	0.09%	0	13F-HR Timeline
Kathmere Capital Management, LLC	642	$322K	0.02%	-22	13F-HR Timeline
HOWE & RUSLING INC	639	$321K	0.02%	+10	13F-HR Timeline
Dunhill Financial, LLC	638	$320K	0.09%	-1	13F-HR Timeline
GROUP ONE TRADING LLC	638	$320K	0.01%	-661	13F-HR Timeline
Avestar Capital, LLC	635	$319K	0.02%	-92	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	633	$317K	0.02%	-9	13F-HR Timeline
WULFF, HANSEN & CO.	625	$313K	0.27%	+20	13F-HR Timeline
EWG Elevate Inc.	623	$312K	0.1%	-10	13F-HR Timeline
WEDBUSH SECURITIES INC	622	$312K	0.01%	-3	13F-HR Timeline
Net Worth Advisory Group	622	$312K	0.07%	+13	13F-HR Timeline
Birch Hill Investment Advisors LLC	620	$311K	0.01%	0	13F-HR Timeline
Twin Lakes Capital Management, LLC	620	$311K	0.19%	+1	13F-HR Timeline
FUKOKU MUTUAL LIFE INSURANCE Co	619	$310K	0.02%	0	13F-HR Timeline
Magnus Financial Group LLC	613	$307K	0.03%	0	13F-HR Timeline
Endowment Wealth Management, Inc.	613	$307K	0.16%	-19	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	612	$307K	0.01%	+112	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	605	$303K	0.12%	0	13F-HR Timeline
Baron Wealth Management LLC	603	$303K	0.11%	new	13F-HR Timeline
Integrated Advisors Network LLC	602	$302K	0.01%	-67	13F-HR Timeline
EagleClaw Capital Managment, LLC	600	$301K	0.04%	0	13F-HR Timeline
Pathway Financial Advisors LLC	600	$301K	0.04%	0	13F-HR Timeline
Resolute Wealth Strategies, LLC	600	$301K	0.16%	0	13F-HR Timeline
Caldwell Trust Co	600	$301K	0.03%	0	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	600	$301K	0.06%	0	13F-HR Timeline
EVERPAR ADVISORS LLC	596	$299K	0.14%	-32	13F-HR Timeline
GTS SECURITIES LLC	594	$298K	0.01%	-546	13F-HR Timeline
Fenimore Asset Management Inc	592	$297K	0.01%	0	13F-HR Timeline
LITTLE HOUSE CAPITAL LLC	591	$296K	0.07%	0	13F-HR Timeline
Panoramic Capital Partners, LLC	586	$296K	0.21%	-15	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	587	$294K	0.03%	-133	13F-HR Timeline
Global Retirement Partners, LLC	587	$294K	0.01%		13F-HR Timeline