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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
ORG Partners LLC66$33.2K0.01%+2213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.61$30.2K0.02%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.56$28.1K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC56$28.1K<0.01%+113F-HRTimeline
Financial Management Professionals, Inc.55$27.6K<0.01%-613F-HRTimeline
Clearstead Trust, LLC54$27.1K0.01%+1613F-HRTimeline
NFSG Corp50$25.1K<0.01%new13F-HRTimeline
REXFORD CAPITAL INC50$25.1K0.02%13F-HRTimeline
Fortitude Family Office, LLC49$24.6K0.01%+1813F-HRTimeline
Asset Dedication, LLC47$23.6K<0.01%-213F-HRTimeline
True Wealth Design, LLC47$23.6K0.01%+3813F-HRTimeline
Aspect Partners, LLC46$23.1K0.01%+1913F-HRTimeline
OAKWORTH CAPITAL, INC.45$22.6K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…43$21.6K0.01%013F-HRTimeline
Perkins Coie Trust Co40$20.1K<0.01%-113F-HRTimeline
Private Wealth Management Group, LLC39$19.6K0.01%013F-HRTimeline
SIERRA OCEAN, LLC39$19.6K0.01%+1113F-HRTimeline
Bares Capital Management, Inc.34$17.1K<0.01%013F-HRTimeline
Avion Wealth34$17K<0.01%+1113F-HR/ATimeline
Howard Hughes Medical Institute33$16.6K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC28$14K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC28$14K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…28$14K<0.01%013F-HRTimeline
Abound Wealth Management26$13.2K<0.01%+413F-HRTimeline
Park Place Capital Corp26$13.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton26$13K<0.01%013F-HRTimeline
Legacy Bridge, LLC25$12.5K0.01%013F-HRTimeline
Avalon Trust Co25$12.5K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates25$12.5K<0.01%013F-HRTimeline
Kings Path Partners LLC25$12.5K0.01%013F-HRTimeline
Rialto Wealth Management, LLC25$12.5K<0.01%+113F-HRTimeline
Global X Japan Co., Ltd.24$12K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC23$11.5K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.23$11.5K0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC22$11K<0.01%+1413F-HRTimeline
United Community Bankin group United Community Bank22$11K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc22$11K<0.01%+1613F-HRTimeline
Dogwood Wealth Management LLC22$11K0.01%+2113F-HRTimeline
McIlrath & Eck, LLC21$10.5K<0.01%new13F-HRTimeline
Clark Wealth Partners21$10.5K0.01%new13F-HRTimeline
Hurley Capital, LLC20$10.1K0.01%013F-HRTimeline
Westside Investment Management, Inc.20$10K<0.01%+1313F-HRTimeline
Pineridge Advisors LLC19$9.56K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.19$9.53K<0.01%-2913F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC18$9.03K<0.01%013F-HRTimeline
FSA Wealth Management LLC18$9.03K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.17$9.01K0.01%+1413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17$8.77K<0.01%-113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC17$8.55K<0.01%+413F-HRTimeline
Archer Investment Corp17$8.53K<0.01%013F-HRTimeline
First Pacific Financial16$8.03K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC16$8.03K0.01%013F-HRTimeline
Nova Wealth Management, Inc.15$7.61K0.01%new13F-HRTimeline
Hughes Financial Services, LLC14$7.25K<0.01%-313F-HRTimeline
Kilter Group LLC14$7.02K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC14$7.02K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp14$7.02K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding14$7.02K-32Timeline
PFS Partners, LLC13$6.62K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.13$6.52K<0.01%013F-HRTimeline
HighMark Wealth Management LLC13$6.52K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC13$6.52K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.12$6.02K<0.01%-113F-HRTimeline
WealthTrak Capital Management LLC12$6.02K0.01%+613F-HRTimeline
Bellwether Advisors, LLC12$6.02K<0.01%-12,87113F-HRTimeline
Centricity Wealth Management, LLC12$6.02K<0.01%013F-HRTimeline
Nemes Rush Group LLC11$5.52K<0.01%013F-HRTimeline
High Note Wealth, LLC10$5.02K<0.01%013F-HRTimeline
TOBAM10$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pacific Center for Financial Services9$4.51K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC9$4.51K<0.01%013F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.9$4.51K<0.01%013F-HRTimeline
Altshuler Shaham Ltd9$4.51K<0.01%+113F-HRTimeline
Bruce G. Allen Investments, LLC9$4.51K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC8$4.01K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC8$4.01K<0.01%+313F-HRTimeline
Strategic Wealth Partners, Ltd.8$4.01K<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8$4.01K<0.01%013F-HRTimeline
Stephens Consulting, LLC7$3.51K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC7$3.51K<0.01%+313F-HRTimeline
NVWM, LLC6$3.01K<0.01%+213F-HRTimeline
First Command Advisory Services, Inc.6$3.01K<0.01%013F-HRTimeline
Truvestments Capital LLC6$3.01K<0.01%013F-HRTimeline
Signature Resources Capital Management,…6$3.01K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC6$3.01K<0.01%013F-HRTimeline
American Capital Advisory, LLC6$3.01K<0.01%new13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC5$2.51K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC5$2.51K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC5$2.51K<0.01%-5013F-HRTimeline
SJS Investment Consulting Inc.5$2.51K<0.01%-313F-HRTimeline
Principia Wealth Advisory, LLC5$2.51K<0.01%+213F-HRTimeline
MONTAG A & ASSOCIATES INC5$2.3K<0.01%-24813F-HRTimeline
Quaker Wealth Management, LLC4$2.01K<0.01%new13F-HRTimeline
Core Alternative Capital4$2.01K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC4$2.01K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.4$2.01K<0.01%+213F-HRTimeline
Wood Tarver Financial Group, LLC4$2K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC3$2K<0.01%013F-HRTimeline
TD Capital Management LLC3$1.51K<0.01%013F-HRTimeline
Kimelman & Baird, LLC3$1.5K<0.01%013F-HRTimeline
WestEnd Advisors, LLC3$1.5K<0.01%-113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3$1.5K<0.01%013F-HRTimelineGroup
HFM Investment Advisors, LLC3$1.5K<0.01%+113F-HRTimeline
Aventura Private Wealth, LLC3$1.5K<0.01%new13F-HRTimeline
Heritage Wealth Advisors2$1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2$1K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2$1K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC2$1K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2$1K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.2$1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3$1K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC1$503<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.1$502<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1$502<0.01%new13F-HRTimeline
West Branch Capital LLC1$502<0.01%013F-HRTimeline
LGT Financial Advisors LLC1$502<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1$502<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC1$5020.01%-1913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd142$206-7813F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.