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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
Wayfinding Financial, LLC563$266K0.14%new13F-HRTimeline
R Squared Ltd560$265K0.26%13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …560$265K0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…559$265K0.01%+2813F-HRTimelineGroup
RICE HALL JAMES & ASSOCIATES, LLC558$264K0.01%013F-HRTimeline
Regent Peak Wealth Advisors LLC558$264K0.06%+1013F-HR/ATimeline
Busey Bank557$264K0.01%+813F-HRTimeline
GWN SECURITIES INC.534$261K0.07%13F-HRTimeline
DEARBORN PARTNERS LLC546$258K0.01%new13F-HRTimeline
Sharkey, Howes & Javer538$255K0.04%013F-HRTimeline
J2 Capital Management Inc537$254K0.24%13F-HRTimeline
Keel Point, LLC535$253K0.02%-4313F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX535$253K0.06%-513F-HRTimeline
MONECO ADVISORS, LLC535$253K0.03%+7613F-HR/ATimeline
Longboard Asset Management, LP534$253K0.67%13F-HRTimeline
CMH Wealth Management LLC533$252K0.06%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…533$252K0.1%013F-HRTimelineGroup
Cable Hill Partners, LLC531$251K0.03%013F-HRTimeline
Reliant Investment Management, LLC528$250K0.11%013F-HRTimeline
Principle Wealth Partners LLC525$249K0.02%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd511$242K0.15%+1113F-HRTimelineGroup
Alpha Cubed Investments, LLC511$242K0.01%-2213F-HRTimeline
626 Financial, LLC510$241K0.13%-23013F-HRTimeline
Wick Capital Partners, LLC510$241K0.07%013F-HR/ATimeline
Crestwood Advisors Group, LLC508$241K<0.01%+6713F-HRTimeline
Panoramic Capital Partners, LLC508$240K0.21%13F-HRTimeline
Family Firm, Inc.504$239K0.05%+113F-HRTimeline
Valmark Advisers, Inc.503$238K<0.01%+2913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO500$237K0.06%013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.500$237K0.02%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC500$237K0.11%new13F-HRTimeline
Shum Financial Group, Inc.500$237K0.2%013F-HRTimeline
D'Orazio & Associates, Inc.499$236K0.03%+713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC496$235K0.09%+2113F-HRTimeline
Fire Capital Management LLC495$234K0.17%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…494$234K0.01%-11513F-HRTimelineGroup
TCI Wealth Advisors, Inc.493$233K0.02%-313F-HRTimeline
Bryn Mawr Trust Advisors, LLC491$233K0.01%-8013F-HR/ATimeline
USA FINANCIAL FORMULAS491$232K0.04%new13F-HRTimeline
Florida Trust Wealth Management Co486$230K0.01%new13F-HRTimeline
Compton Wealth Advisory Group, LLC484$229K0.06%013F-HRTimeline
CVA Family Office, LLC483$229K0.04%+1913F-HRTimeline
William Howard & Co Financial Advisors …475$225K0.2%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …475$225K<0.01%+513F-HRTimelineGroup
Marcum Wealth, LLC474$224K0.02%+313F-HRTimeline
Fisher Asset Management, LLC471$223K<0.01%new13F-HRTimeline
Brave Warrior Advisors, LLC471$223K0.01%013F-HRTimeline
Cromwell Holdings LLC471$223K0.13%013F-HRTimeline
PRIVATE TRUST CO NA469$222K0.02%-2913F-HRTimeline
MassMutual Private Wealth & Trust, FSB468$222K0.01%+213F-HRTimeline
EWA, LLC464$220K0.08%-1113F-HRTimeline
Allen Capital Group, LLC463$219K0.03%new13F-HRTimeline
Edge Financial Advisors LLC463$219K0.2%-4113F-HRTimeline
First Affirmative Financial Network462$218K0.13%new13F-HRTimeline
Human Investing LLC461$218K0.04%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC459$217K0.01%+213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP459$217K<0.01%-2613F-HRTimeline
HARBOUR INVESTMENTS, INC.456$216K0.01%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC451$213K0.04%+2213F-HRTimeline
Rossby Financial, LCC451$213K0.14%13F-HRTimeline
Chesapeake Wealth Management450$213K0.07%-7513F-HRTimeline
Wealth Advisory Solutions, LLC446$211K0.06%new13F-HRTimeline
Convergence Financial, LLC441$209K0.04%-2513F-HRTimeline
Savvy Advisors, Inc.432$205K0.02%new13F-HRTimeline
Grove Bank & Trust432$204K0.03%+5113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC428$203K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC427$202K0.01%new13F-HRTimeline
Baron Wealth Management LLC427$202K0.1%new13F-HRTimeline
Gilbert & Cook, Inc.423$200K0.03%new13F-HRTimeline
Global Retirement Partners, LLC422$200K0.01%-1313F-HRTimeline
Crews Bank & Trust421$199K0.03%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC415$196K0.04%013F-HRTimelineGroup
Clean Yield Group402$190K0.06%013F-HRTimeline
Quent Capital, LLC402$190K0.02%-1113F-HRTimeline
BIRCHBROOK, INC.400$189K0.11%013F-HRTimeline
WPG Advisers, LLC391$185K0.17%13F-HRTimeline
STANCE CAPITAL LLC388$184K0.11%13F-HRTimeline
Catalyst Capital Advisors LLC363$172K<0.01%+28813F-HRTimeline
Parkside Financial Bank & Trust351$166K0.02%+813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC351$166K<0.01%-2,58213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC324$153K0.11%-6913F-HRTimeline
Matrix Trust Co324$153K0.03%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp322$152K0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC312$148K<0.01%-613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC304$144K0.01%+813F-HRTimeline
JNBA Financial Advisors300$142K0.01%013F-HRTimeline
Berbice Capital Management LLC300$142K0.11%13F-HRTimeline
Hexagon Capital Partners LLC297$141K0.03%-2713F-HRTimeline
EASTERN BANK295$140K<0.01%013F-HRTimeline
Blue Trust, Inc.283$134K<0.01%-1,20213F-HR/ATimeline
Geneos Wealth Management Inc.281$133K<0.01%+1013F-HRTimeline
State of Wyoming267$126K0.02%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV266$126K0.02%013F-HRTimeline
Evergreen Private Wealth LLC258$122K0.06%+113F-HRTimeline
Morse Asset Management, Inc258$122K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc256$121K0.01%-2813F-HRTimeline
Your Advocates Ltd., LLP253$120K0.05%-4713F-HRTimeline
North Star Investment Management Corp.244$116K0.01%013F-HRTimeline
Sound Income Strategies, LLC235$111K0.01%-313F-HRTimeline
Versant Capital Management, Inc233$110K0.02%+15713F-HRTimeline
Acropolis Investment Management, LLC228$108K0.01%013F-HRTimeline
TFC Financial Management, Inc.216$102K0.02%-1513F-HRTimeline
GROUP ONE TRADING LLC213$101K<0.01%-1,39513F-HR/ATimeline
Raleigh Capital Management Inc.207$98.1K0.04%-813F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC200$94.7K0.05%013F-HRTimeline
Deseret Mutual Benefit Administrators194$91.8K0.05%-1613F-HRTimeline
Sandy Spring Bank186$87.8K<0.01%+1213F-HRTimeline
Coston, McIsaac & Partners181$85K0.03%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S180$85K<0.01%new13F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding179$84.7KnewTimeline
LGT Financial Advisors LLC175$82.8K0.18%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.169$80K0.06%+5813F-HRTimeline
Darwin Wealth Management, LLC159$75.3K0.03%-5113F-HR/ATimeline
Center for Financial Planning, Inc.158$74.8K0.01%013F-HRTimeline
Silvant Capital Management LLC157$74.3K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC155$73.4K0.04%13F-HRTimeline
Princeton Global Asset Management LLC154$72.9K0.01%013F-HRTimeline
Aspetuck Financial Management LLC150$71K0.06%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…150$71K0.02%013F-HRTimeline
VISION FINANCIAL MARKETS LLC141$66.7K0.07%13F-HRTimeline
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC140$66.3K0.02%new13F-HRTimelineGroup
Hemington Wealth Management136$64K0.02%+1513F-HRTimeline
Bell Investment Advisors, Inc132$62.5K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC130$61.5K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…129$61.1K<0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.128$60.6K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC125$59.2K<0.01%013F-HRTimeline
Geo Capital Gestora de Recursos Ltd122$58K0.07%013F-HRTimeline
Larson Financial Group LLC121$57.3K<0.01%+5413F-HRTimeline
Advantage Trust Co114$54K0.03%-1913F-HRTimeline
Van Hulzen Asset Management, LLC113$53.5K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…112$53K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC106$50.3K<0.01%+313F-HRTimelineGroup
City State Bank106$50.2K0.02%013F-HRTimeline
Sunbelt Securities, Inc.103$48.8K<0.01%-613F-HRTimeline
Compass Wealth Management LLC102$48.3K0.01%013F-HRTimeline
Sachetta, LLC101$47.8K0.02%+113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.100$47.3K0.01%-113F-HRTimeline
Activest Wealth Management100$47.3K0.01%new13F-HRTimeline
Zions Bancorporation, N.A.99$46.9K<0.01%-9513F-HRTimeline
ALBION FINANCIAL GROUP /UT95$45K<0.01%new13F-HRTimeline
LRI Investments, LLC92$43.3K<0.01%-17713F-HRTimeline
Rise Advisors, LLC92$43.3K0.02%+213F-HRTimeline
Covestor Ltd91$43K0.03%+1613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding89$42.2K+43Timeline
Asset Planning,Inc88$41.7K0.03%13F-HRTimeline
Sugarloaf Wealth Management, LLC87$41.2K0.01%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT90$41.1K<0.01%13F-HRTimeline
Asset Dedication, LLC86$40.7K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV84$39K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.80$37.9K0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd80$37.9K0.01%-1,08213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC75$35.5K0.01%-4013F-HRTimeline
WEST PACES ADVISORS INC.75$35.5K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC71$33.6K<0.01%+113F-HRTimeline
WR Wealth Planners, LLC65$30.8K0.01%-1813F-HRTimeline
GW&K Investment Management, LLC64$30K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC61$29.1K<0.01%-8913F-HRTimeline
Wesleyan Assurance Society60$28K<0.01%013F-HRTimeline
Bayforest Capital Ltd59$27.9K0.03%13F-HRTimeline
Bogart Wealth, LLC58$27.5K<0.01%+413F-HRTimeline
Financial Management Professionals, Inc.57$27K<0.01%013F-HRTimeline
Caitlin John, LLC56$26.7K0.02%013F-HRTimeline
Coppell Advisory Solutions LLC50$23.7K<0.01%-2513F-HRTimeline
Riverview Trust Co49$23.2K0.02%+213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC48$22.8K<0.01%new13F-HRTimelineGroup
Eagle Bay Advisors LLC47$22.2K0.01%-1013F-HRTimeline
Rakuten Securities, Inc.46$21.8K0.01%+4013F-HRTimeline
OAKWORTH CAPITAL, INC.45$21.3K<0.01%-2513F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV44$20.7K0.02%13F-HRTimeline
Wingate Wealth Advisors, Inc.40$18.9K0.02%13F-HRTimeline
Private Wealth Management Group, LLC39$18.5K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC39$18.5K<0.01%-313F-HRTimeline
Clearstead Trust, LLC38$18K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division38$18K<0.01%new13F-HRTimeline
Abound Wealth Management37$17.5K0.01%-213F-HRTimeline
Transce3nd, LLC36$17K0.01%13F-HRTimeline
Measured Risk Portfolios, Inc.34$16.1K0.02%13F-HRTimeline
Avior Wealth Management, LLC33$15.6K<0.01%-113F-HRTimeline
Fortitude Family Office, LLC31$14.7K0.01%013F-HRTimeline
REAP Financial Group, LLC31$14.5K<0.01%+113F-HRTimeline
Silicon Valley Capital Partners30$14.4K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC29$13.7K0.01%13F-HRTimeline
Financial Life Planners28$13.3K0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC28$13.3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…28$13.3K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC28$13.3K<0.01%013F-HRTimeline
Aspect Partners, LLC27$12.8K0.01%013F-HRTimeline
Global Financial Private Client, LLC27$12.8K<0.01%+313F-HRTimeline
Rosenberg Matthew Hamilton26$12.3K<0.01%013F-HRTimeline
Park Place Capital Corp26$12.3K<0.01%013F-HRTimeline
Legacy Bridge, LLC25$11.8K0.01%013F-HRTimeline
Avalon Trust Co25$11.8K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC25$11.8K<0.01%013F-HRTimeline
Kings Path Partners LLC25$11.8K0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC23$10.9K<0.01%013F-HRTimeline
Bullock Wealth Management Group22$10.4K0.01%013F-HRTimeline
Hurley Capital, LLC20$10.1K0.01%13F-HRTimeline
Avion Wealth23$10K<0.01%-213F-HRTimeline
OARSMAN CAPITAL, INC.21$9.94K<0.01%+213F-HRTimeline