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Disclosery

MCO MOODYS CORP

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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
DOHJ, LLC682$294K0.09%new13F-HRTimeline
Claret Asset Management Corp581$291K0.04%-4313F-HRTimeline
Simmons Bankin group Simmons Bank579$290K0.02%-3013F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd579$290K0.03%013F-HRTimeline
Tyche Wealth Partners LLC578$290K0.06%+113F-HRTimeline
Ballast, Inc.575$288K0.08%-4013F-HR/ATimeline
Atlanta Consulting Group Advisors, LLC573$287K0.08%-10513F-HRTimeline
SAX WEALTH ADVISORS, LLC571$287K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB562$282K0.01%-3013F-HRTimeline
Empirical Financial Services, LLC d.b.a…556$279K0.01%-31613F-HRTimeline
Busey Bank554$278K0.01%-1013F-HRTimeline
MASECO LLP553$277K0.01%13F-HRTimeline
Sage Mountain Advisors LLC548$275K0.02%-3713F-HRTimeline
Legacy Capital Group California, Inc.547$274K0.08%-1,48013F-HRTimeline
AMG National Trust Bank537$269K0.01%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC536$269K0.1%+3413F-HRTimeline
Sivia Capital Partners, LLC533$267K0.09%new13F-HR/ATimeline
CMH Wealth Management LLC533$267K0.06%013F-HRTimeline
Sharkey, Howes & Javer533$267K0.04%-513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC533$267K0.03%+5613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…533$267K0.1%013F-HRTimelineGroup
Principle Wealth Partners LLC531$266K0.02%+113F-HRTimeline
Wayfinding Financial, LLC510$265K0.12%-4513F-HRTimeline
Reliant Investment Management, LLC528$265K0.11%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.526$264K<0.01%-1,14313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.525$263K0.01%+4313F-HRTimeline
Wick Capital Partners, LLC1,510$262K0.07%+1,00013F-HRTimeline
Quantitative Investment Management, LLC521$261K0.03%new13F-HRTimeline
BRIGHTON JONES LLC519$260K0.01%new13F-HRTimeline
Abel Hall, LLC518$260K0.12%+1613F-HRTimeline
Hamilton Capital, LLC518$260K0.01%-13613F-HRTimeline
Parkside Financial Bank & Trust517$259K0.03%+13013F-HRTimeline
GSA CAPITAL PARTNERS LLP516$259K0.02%new13F-HRTimeline
HANCOCK WHITNEY CORP514$258K<0.01%new13F-HRTimeline
Allen Capital Group, LLC511$256K0.03%-3613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC509$255K0.04%+3213F-HRTimeline
Alpha Cubed Investments, LLC506$254K0.01%-413F-HRTimeline
TCI Wealth Advisors, Inc.504$253K0.02%+513F-HRTimeline
CVA Family Office, LLC504$253K0.04%+613F-HRTimeline
Valmark Advisers, Inc.503$252K<0.01%-1013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC504$252K0.14%013F-HRTimeline
D'Orazio & Associates, Inc.502$252K0.04%-2613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO500$251K0.06%013F-HRTimeline
GARRISON POINT ADVISORS, LLC500$251K0.12%013F-HRTimeline
Burns Matteson Capital Management, LLC497$249K0.12%+513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …496$249K0.01%-55513F-HRTimelineGroup
MONECO ADVISORS, LLC495$248K0.02%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC494$248K<0.01%-29313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…488$245K0.01%-1713F-HRTimelineGroup
Resonant Capital Advisors, LLC488$245K0.02%new13F-HRTimeline
Calydon Capital486$244K0.02%new13F-HRTimeline
Florida Trust Wealth Management Co481$241K0.01%013F-HRTimeline
EWA, LLC480$241K0.08%+313F-HRTimeline
New Republic Capital, LLC479$240K0.09%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.478$240K0.02%-1513F-HRTimelineGroup
William Howard & Co Financial Advisors …475$238K0.21%013F-HRTimeline
Brave Warrior Advisors, LLC471$236K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC466$234K0.01%-113F-HRTimeline
Edge Financial Advisors LLC464$233K0.12%013F-HRTimeline
IFC Advisors LLC462$232K0.04%-113F-HRTimeline
Human Investing LLC461$231K0.04%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP461$231K<0.01%-113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…459$230K0.04%-14313F-HRTimelineGroup
MUFG Securities EMEA plc456$229K0.01%new13F-HR/ATimeline
GWN SECURITIES INC.454$228K0.04%new13F-HRTimeline
Klingman & Associates, LLC453$227K0.01%new13F-HRTimeline
Catalyst Capital Advisors LLC453$227K<0.01%-7413F-HRTimeline
Versant Capital Management, Inc451$226K0.03%-1813F-HRTimeline
Facet Wealth, Inc.438$226K0.01%new13F-HRTimeline
Astoria Portfolio Advisors LLC.440$226K0.06%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …450$226K<0.01%013F-HRTimelineGroup
Chesapeake Wealth Management450$226K0.08%013F-HRTimeline
Foundations Investment Advisors, LLC450$226K<0.01%-1013F-HRTimeline
Grove Bank & Trust444$223K0.03%+1213F-HRTimeline
Quent Capital, LLC443$222K0.02%+4513F-HRTimeline
Vest Financial, LLC439$220K<0.01%013F-HRTimeline
Gitterman Wealth Management, LLC437$219K0.05%new13F-HRTimeline
Thrive Wealth Management, LLC437$219K0.04%new13F-HRTimeline
Advisors Capital Management, LLC435$218K<0.01%new13F-HRTimeline
Ipswich Investment Management Co., Inc.435$218K0.05%013F-HRTimeline
Cornerstone Wealth Group, LLC435$218K0.02%new13F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC434$218K0.01%-14613F-HRTimeline
Breed's Hill Capital LLC433$217K0.1%-113F-HRTimeline
Ignite Planners, LLC434$217K0.04%new13F-HR/ATimeline
Visionary Wealth Advisors429$215K0.01%new13F-HRTimeline
Gilbert & Cook, Inc.426$214K0.03%-413F-HRTimeline
Cooper Financial Group422$212K0.02%new13F-HRTimeline
Crews Bank & Trust421$211K0.03%013F-HRTimeline
Sovran Advisors, LLC419$209K0.02%new13F-HRTimeline
Systematic Alpha Investments, LLC416$209K0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC416$209K0.02%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC415$208K0.04%013F-HRTimelineGroup
Rossby Financial, LCC413$207K0.08%-1113F-HRTimeline
Red Wave Investments LLC412$207K0.07%new13F-HRTimeline
Ariadne Wealth Management, LP396$206K0.1%new13F-HRTimeline
CYBER HORNET ETFs LLC411$206K0.15%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC410$206K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC409$205K0.05%new13F-HRTimeline
Innova Wealth Partners407$204K0.12%new13F-HRTimeline
Beaumont Financial Advisors, LLC407$204K0.01%new13F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P405$203K0.05%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…403$202K0.01%new13F-HRTimeline
Sand Hill Global Advisors, LLC403$202K0.01%new13F-HRTimeline
Sonora Investment Management Group, LLC402$202K0.01%new13F-HRTimeline
ATWOOD & PALMER INC400$201K0.01%013F-HRTimeline
Latash Investments, LLC400$201K0.15%new13F-HRTimeline
Aull & Monroe Investment Management Corp400$201K0.11%new13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.400$201K0.02%new13F-HRTimelineGroup
Advisory Resource Group400$201K0.04%new13F-HRTimeline
TI-TRUST, INC400$201K0.13%new13F-HRTimeline
Alan B Lancz & Associates, Inc.400$201K0.2%new13F-HRTimeline
BIRCHBROOK, INC.400$201K0.11%013F-HRTimeline
World Investment Advisors400$201K<0.01%new13F-HRTimeline
Lester Murray Antman dba SimplyRich400$200K0.06%new13F-HRTimeline
Larson Financial Group LLC395$198K0.01%+17213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC377$189K0.01%new13F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC365$183K<0.01%-1413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…358$180K0.01%+16213F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…355$178K0.01%-4,70113F-HRTimeline
Cromwell Holdings LLC343$172K0.1%-12813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp334$168K0.01%-10813F-HRTimelineGroup
CoreCap Advisors, LLC310$155K0.01%-2813F-HRTimeline
Berbice Capital Management LLC300$150K0.11%013F-HRTimeline
EASTERN BANK295$148K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA287$144K0.01%-15713F-HRTimeline
WPG Advisers, LLC287$144K0.12%-613F-HRTimeline
JNBA Financial Advisors275$138K0.01%013F-HRTimeline
AdvisorNet Financial, Inc273$137K0.01%+713F-HRTimeline
Your Advocates Ltd., LLP253$127K0.05%013F-HRTimeline
Bayforest Capital Ltd245$123K0.05%new13F-HRTimeline
North Star Investment Management Corp.240$120K0.01%-413F-HRTimeline
Sound Income Strategies, LLC237$119K0.01%+213F-HRTimeline
New Age Alpha Advisors, LLC232$116K0.01%-413F-HRTimeline
Cheviot Value Management, LLC220$113K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC224$112K<0.01%+9413F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…210$105K0.03%+6013F-HRTimeline
Evergreen Private Wealth LLC201$101K0.04%-5813F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC200$100K0.04%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV200$100K0.01%013F-HRTimeline
2UniFi Bank199$99.8K0.06%new13F-HRTimeline
BSN CAPITAL PARTNERS Ltdin group BSN CAPITAL PARTNERS Ltd208$99.8K0.01%new13F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.196$98.3K<0.01%-2913F-HRTimelineGroup
Deseret Mutual Benefit Administrators194$97.3K0.05%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT221$94.4K<0.01%+7113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC183$91.8K0.06%013F-HRTimeline
Quarry LP183$91.8K0.02%+13913F-HRTimeline
Morse Asset Management, Inc182$91.3K0.02%-7713F-HRTimeline
Coston, McIsaac & Partners181$90K0.02%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S180$90K<0.01%013F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding179$89.8K0Timeline
TFC Financial Management, Inc.177$88.8K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…174$87.3K0.03%+2813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp174$87.1K<0.01%new13F-HRTimelineGroup
Hemington Wealth Management166$83K0.01%+1113F-HRTimeline
Center for Financial Planning, Inc.158$79.3K0.01%013F-HRTimeline
Silvant Capital Management LLC157$78.8K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC154$77.2K0.01%013F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …153$76.7K<0.01%new13F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC143$71.2K0.07%+113F-HRTimeline
REAP Financial Group, LLC142$71.1K0.02%+9213F-HRTimeline
Covestor Ltd138$70K0.04%+2113F-HRTimeline
Bell Investment Advisors, Inc134$67.2K0.01%+213F-HRTimeline
State of Wyoming131$65.7K0.01%new13F-HRTimeline
Generali Investments, Management Co LLC128$64.1K0.01%new13F-HRTimeline
Binnacle Investments Inc126$63.2K0.04%+113F-HRTimeline
Plante Moran Financial Advisors, LLC125$62.7K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC123$61.7K0.03%-14113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…120$60.2K<0.01%013F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.118$59.2K0.01%013F-HRTimeline
Geo Capital Gestora de Recursos Ltd115$58K0.09%013F-HRTimeline
Raleigh Capital Management Inc.115$57.9K0.02%-1613F-HRTimeline
Advantage Trust Co114$57.2K0.03%013F-HRTimeline
MOTCO109$56.2K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV112$56K0.02%+113F-HRTimeline
NewSquare Capital LLC110$55.2K<0.01%+5113F-HRTimeline
Physician Wealth Advisors, Inc.107$53.7K0.01%+2713F-HRTimeline
Solstein Capital, LLC107$53.7K0.03%new13F-HRTimeline
Private Wealth Asset Management, LLC106$53.2K0.01%-813F-HRTimeline
City State Bank106$53.2K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC105$52.8K<0.01%-113F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management105$52.7K0.01%013F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC104$52.2K0.02%new13F-HRTimeline
Activest Wealth Management103$51.7K0.01%-2813F-HRTimeline
Sachetta, LLC101$50.7K0.02%+313F-HRTimeline
Darwin Wealth Management, LLC100$50.3K0.02%-5913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.100$50.2K0.01%+113F-HRTimeline
Lavaca Capital LLC100$50.2K0.02%new13F-HR/ATimeline
Sunbelt Securities, Inc.103$48.8K<0.01%-67713F-HRTimeline
ALBION FINANCIAL GROUP /UT95$47.7K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.94$47.1K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management93$46.6K<0.01%-4,84213F-HRTimelineGroup
Rise Advisors, LLC93$46.6K0.02%+413F-HRTimeline
Asset Planning,Inc88$44.3K0.03%013F-HRTimeline
LRI Investments, LLC83$41.7K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division80$40.1K0.01%+2413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC78$39.1K0.01%+313F-HRTimeline
RATIONAL ADVISORS, INC.72$36.1K<0.01%new13F-HRTimeline
Essential Partners LLC72$36.1K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC70$35.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC69$35K<0.01%-213F-HRTimeline