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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
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…602$280K0.06%-14613F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…600$279K0.06%013F-HRTimeline
EagleClaw Capital Managment, LLC600$279K0.04%013F-HRTimeline
Pathway Financial Advisors LLC600$279K0.05%013F-HRTimeline
Resolute Wealth Strategies, LLC600$279K0.16%013F-HRTimeline
Caldwell Trust Co600$279K0.03%013F-HRTimeline
SBI Securities Co., Ltd.599$279K0.01%+513F-HRTimeline
Quotient Wealth Partners, LLC595$277K0.01%-2313F-HRTimeline
Fenimore Asset Management Inc592$276K0.01%-19513F-HRTimeline
MassMutual Private Wealth & Trust, FSB592$276K0.01%+12413F-HRTimeline
LITTLE HOUSE CAPITAL LLC591$275K0.08%013F-HRTimeline
Sage Mountain Advisors LLC585$272K0.02%-2113F-HRTimeline
Perbak Capital Partners LLP583$271K0.2%new13F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC580$270K0.02%-3013F-HRTimeline
JTC Employer Solutions Trustee Ltd579$270K0.02%013F-HRTimeline
Tyche Wealth Partners LLC577$269K0.06%013F-HRTimeline
BOSTON FAMILY OFFICE LLC576$268K0.02%013F-HRTimeline
Numerai GP LLC575$268K0.05%new13F-HRTimeline
Busey Bank564$263K0.01%+713F-HRTimeline
Wayfinding Financial, LLC555$258K0.11%-813F-HRTimeline
Allen Capital Group, LLC547$255K0.03%+8413F-HRTimeline
Regent Peak Wealth Advisors LLC541$252K0.06%-1713F-HRTimeline
Ground Swell Capital, LLC539$251K0.57%new13F-HRTimeline
Sharkey, Howes & Javer538$251K0.04%013F-HRTimeline
Longboard Asset Management, LP534$249K0.73%013F-HRTimeline
CMH Wealth Management LLC533$248K0.06%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…533$248K0.12%013F-HRTimelineGroup
Principle Wealth Partners LLC530$247K0.02%+513F-HRTimeline
D'Orazio & Associates, Inc.528$246K0.04%+2913F-HRTimeline
Reliant Investment Management, LLC528$246K0.13%013F-HRTimeline
Catalyst Capital Advisors LLC527$245K0.01%+16413F-HRTimeline
Corton Capital Inc.523$244K0.81%new13F-HRTimeline
Valmark Advisers, Inc.513$239K<0.01%+1013F-HRTimeline
Panoramic Capital Partners, LLC601$238K0.25%+9313F-HRTimeline
Alpha Cubed Investments, LLC510$238K0.01%-113F-HRTimeline
626 Financial, LLC510$238K0.12%013F-HRTimeline
Wick Capital Partners, LLC510$237K0.07%013F-HRTimeline
Avidian Wealth Enterprises, LLC507$236K0.01%+8013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…505$235K0.01%+1113F-HRTimelineGroup
Family Firm, Inc.505$235K0.05%+113F-HRTimeline
J2 Capital Management Inc505$235K0.22%-3213F-HRTimeline
Abel Hall, LLC502$234K0.14%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC502$234K0.09%+613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO500$233K0.06%013F-HRTimeline
GARRISON POINT ADVISORS, LLC500$233K0.11%013F-HRTimeline
Shum Financial Group, Inc.500$233K0.2%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC500$233K0.01%+4113F-HRTimeline
Cable Hill Partners, LLC513$232K0.02%-1813F-HRTimeline
TCI Wealth Advisors, Inc.499$232K0.02%+613F-HRTimeline
CVA Family Office, LLC498$232K0.04%+1513F-HRTimeline
MONECO ADVISORS, LLC495$231K0.02%-4013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.493$230K0.02%-20513F-HRTimelineGroup
Burns Matteson Capital Management, LLC492$229K0.12%new13F-HRTimeline
Westover Capital Advisors, LLC490$228K0.05%new13F-HRTimeline
MQS Management LLC489$228K0.13%new13F-HRTimeline
Matrix Trust Co487$227K0.04%+16313F-HRTimeline
HARBOUR INVESTMENTS, INC.482$225K0.01%+2613F-HRTimeline
Florida Trust Wealth Management Co481$224K0.01%-513F-HRTimeline
Marcum Wealth, LLC481$224K0.02%+713F-HRTimeline
Portfolio Design Labs, LLC480$224K0.05%new13F-HRTimeline
EWA, LLC477$222K0.08%+1313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC477$222K0.04%+2613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC477$222K0.04%new13F-HRTimeline
William Howard & Co Financial Advisors …475$221K0.21%013F-HRTimeline
Brave Warrior Advisors, LLC471$219K0.01%013F-HRTimeline
Blueshift Asset Management, LLC471$219K0.09%-24613F-HRTimeline
Cromwell Holdings LLC471$219K0.14%013F-HRTimeline
Versant Capital Management, Inc469$218K0.04%+23613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC467$217K0.01%new13F-HRTimeline
Edge Financial Advisors LLC464$216K0.14%+113F-HRTimeline
IFC Advisors LLC463$216K0.05%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP462$215K<0.01%+313F-HRTimeline
Human Investing LLC461$214K0.04%013F-HRTimeline
Foundations Investment Advisors, LLC460$214K<0.01%new13F-HRTimeline
Caitong International Asset Management …451$210K0.16%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …450$210K<0.01%-2513F-HRTimelineGroup
Chesapeake Wealth Management450$210K0.07%013F-HRTimeline
PRIVATE TRUST CO NA444$207K0.02%-2513F-HRTimeline
Premier Path Wealth Partners, LLC444$207K0.03%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp442$206K0.01%+12013F-HRTimelineGroup
Vest Financial, LLC439$204K<0.01%new13F-HRTimeline
First Affirmative Financial Network439$204K0.13%-2313F-HRTimeline
Ipswich Investment Management Co., Inc.435$203K0.05%new13F-HRTimeline
Breed's Hill Capital LLC434$202K0.11%new13F-HRTimeline
Grove Bank & Trust432$201K0.03%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC504$201K0.14%-15013F-HRTimeline
Gilbert & Cook, Inc.430$200K0.03%+713F-HRTimeline
Crews Bank & Trust421$196K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC415$193K0.04%013F-HRTimelineGroup
ATWOOD & PALMER INC400$186K0.01%-40013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…400$186K0.09%+39813F-HRTimelineGroup
BIRCHBROOK, INC.400$186K0.1%013F-HRTimeline
Rossby Financial, LCC424$186K0.08%-2713F-HRTimeline
Quent Capital, LLC398$186K0.02%-413F-HRTimeline
Parkside Financial Bank & Trust387$180K0.02%+3613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC379$176K<0.01%+2813F-HRTimeline
CoreCap Advisors, LLC338$157K0.01%+3413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC321$149K0.01%+913F-HRTimeline
Berbice Capital Management LLC300$140K0.12%013F-HRTimeline
EASTERN BANK295$137K<0.01%013F-HRTimeline
WPG Advisers, LLC293$136K0.13%-9813F-HRTimeline
JNBA Financial Advisors275$128K0.01%-2513F-HRTimeline
AdvisorNet Financial, Inc266$124K0.01%+1013F-HRTimeline
Evergreen Private Wealth LLC259$121K0.06%+113F-HRTimeline
Morse Asset Management, Inc259$121K0.03%+113F-HRTimeline
MONTAG A & ASSOCIATES INC253$118K0.01%+19213F-HRTimeline
Your Advocates Ltd., LLP253$118K0.05%013F-HRTimeline
North Star Investment Management Corp.244$114K0.01%013F-HRTimeline
Hexagon Capital Partners LLC239$111K0.02%-5813F-HRTimeline
New Age Alpha Advisors, LLC236$110K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC235$109K0.01%013F-HRTimeline
Acropolis Investment Management, LLC230$107K0.01%+213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.225$105K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC223$104K<0.01%+10213F-HRTimeline
Cheviot Value Management, LLC220$102K0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC200$93.1K0.04%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV200$93K0.01%-6613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…196$91.3K0.01%13F-HRTimeline
Deseret Mutual Benefit Administrators194$90.3K0.04%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC183$85.2K0.06%-14113F-HRTimeline
Coston, McIsaac & Partners181$84K0.02%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S180$84K<0.01%013F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding179$83.4K0Timeline
TFC Financial Management, Inc.177$82.4K0.01%-3913F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.175$81K0.07%+613F-HRTimeline
Sandy Spring Bank174$80.8K<0.01%-1213F-HRTimeline
Darwin Wealth Management, LLC159$75.3K0.03%013F-HRTimeline
Center for Financial Planning, Inc.158$73.6K0.01%013F-HRTimeline
Silvant Capital Management LLC157$73.1K<0.01%013F-HRTimeline
Hemington Wealth Management155$72K0.01%+1913F-HRTimeline
Princeton Global Asset Management LLC154$71.7K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…150$69.9K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…146$68K0.03%+3413F-HRTimeline
VISION FINANCIAL MARKETS LLC142$66.1K0.07%+113F-HRTimeline
OFI INVEST ASSET MANAGEMENT150$64.7K<0.01%+6013F-HRTimeline
Bell Investment Advisors, Inc132$61.5K0.01%013F-HRTimeline
Raleigh Capital Management Inc.131$61.1K0.03%-7613F-HRTimeline
Activest Wealth Management131$61K0.02%+3113F-HRTimeline
Whipplewood Advisors, LLC264$60.5K0.04%+10913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC130$60.5K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC125$58.2K0.01%013F-HRTimeline
Binnacle Investments Inc125$58.2K0.04%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…120$55.9K<0.01%-913F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.118$55K0.01%-1013F-HRTimeline
Covestor Ltd117$54K0.04%+2613F-HRTimeline
Geo Capital Gestora de Recursos Ltd115$54K0.08%-713F-HRTimeline
Private Wealth Asset Management, LLC114$53.1K0.01%13F-HRTimeline
Advantage Trust Co114$53.1K0.03%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV111$51K0.02%+2713F-HRTimeline
MOTCO109$50.8K0.01%+9313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC106$49.5K<0.01%013F-HRTimelineGroup
City State Bank106$49.4K0.02%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management105$48.9K0.01%13F-HRTimelineGroup
Compass Wealth Management LLC102$47.5K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.99$46.1K<0.01%-113F-HRTimeline
Sachetta, LLC98$45.6K0.02%-313F-HRTimeline
ALBION FINANCIAL GROUP /UT95$44.2K<0.01%013F-HRTimeline
Rise Advisors, LLC89$41.3K0.02%-313F-HRTimeline
Asset Planning,Inc88$41.1K0.03%013F-HRTimeline
LRI Investments, LLC83$38.7K<0.01%-913F-HRTimeline
Physician Wealth Advisors, Inc.80$37.3K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC75$34.9K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.75$34.9K0.01%013F-HRTimeline
GW&K Investment Management, LLC71$33K<0.01%+713F-HRTimeline
JFS WEALTH ADVISORS, LLC70$32.6K<0.01%-113F-HRTimeline
Saudi Central Bank64$29.8K0.16%new13F-HRTimeline
Financial Management Professionals, Inc.61$28.4K<0.01%+413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.60$28K0.02%new13F-HRTimeline
NewSquare Capital LLC59$27.5K<0.01%+4813F-HRTimeline
Central Pacific Bank - Trust Division56$26.1K<0.01%+1813F-HRTimeline
Bogart Wealth, LLC55$25.6K<0.01%-313F-HRTimeline
WOLFF WIESE MAGANA LLC55$25.6K0.02%+5013F-HRTimeline
REAP Financial Group, LLC50$23.1K0.01%+1913F-HRTimeline
Asset Dedication, LLC49$22.8K<0.01%-3713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.48$22.4K0.01%+213F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding46$21.5K-43Timeline
OAKWORTH CAPITAL, INC.45$21K<0.01%013F-HRTimeline
Riverview Trust Co45$21K0.02%-413F-HRTimeline
ORG Partners LLC44$20.6K0.01%new13F-HRTimeline
Quarry LP44$20.5K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…43$20K0.01%new13F-HRTimeline
Ashurst Perkins Coie Trust Co41$19.1K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC39$18.2K0.01%013F-HRTimeline
Clearstead Trust, LLC38$17.7K<0.01%013F-HRTimeline
Bares Capital Management, Inc.34$15.8K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC32$14.9K0.01%+513F-HRTimeline
Fortitude Family Office, LLC31$14.4K0.01%013F-HRTimeline
SIERRA OCEAN, LLC28$13.1K0.01%-113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC28$13K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…28$13K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC28$13K<0.01%013F-HRTimeline
Aspect Partners, LLC27$12.6K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton26$12.1K<0.01%013F-HRTimeline
Park Place Capital Corp26$12.1K<0.01%013F-HRTimeline
Legacy Bridge, LLC25$11.6K0.01%013F-HRTimeline
Avalon Trust Co25$11.6K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates25$11.6K<0.01%new13F-HRTimeline
Kings Path Partners LLC25$11.6K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC24$11.2K<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC24$11.2K<0.01%+413F-HRTimeline