MCO · Company research
Moody's Corporation (MCO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 530 | 240048 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 936 | 423934 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Layline Advisors, LLC | 1724910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 474 | 214860 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 788 | 356901 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1029838 | 464096351 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MASECO LLP | 2074052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 690 | 312725 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Asset Management Group, Inc. | 1511550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1862 | 843337 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 869 | 393587 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| George Kaiser Family Foundation | 1265376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 938 | 424839 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 919 | 416233 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BW Gestao de Investimentos Ltda. | 1568280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1354 | 613254 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273 | 123648 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1915 | 867338 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208079 | 94243141 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cynosure Group, LLC | 1763409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1720 | 779022 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WADDELL & ASSOCIATES, LLC | 1776757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 888 | 402193 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| BRISTOL JOHN W & CO INC /NY/ | 276101 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227581 | 103075987 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Park State Asset Management | 1908423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10404 | 4712180 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9415 | 4264242 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40361 | 18280 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1104 | 500157 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19434 | 8802265 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75995 | 34419655 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hikari Tsushin, Inc. | 1423673 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31689 | 14352582 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Long Corridor Asset Management Ltd | 1845501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 9058400 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Gleason Group, Inc. | 1822632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 4982 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 798 | 361430 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6700 | 3034564 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22426 | 10157191 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97 | 148 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21209 | 9617295 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5254 | 2379642 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HCR Wealth Advisors | 1697715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 719 | 325649 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| TOWER BRIDGE ADVISORS | 1278249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19261 | 8723874 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DeDora Capital, Inc. | 1717658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1374 | 622312 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BALLAST ADVISORS LLC | 1803415 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3113 | 1409940 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19739 | 9237924 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 17664 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Texas Yale Capital Corp. | 1332342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3944 | 1786316 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 339690 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8991 | 4071996 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1390499 | 629784667 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34000 | 15399280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prestige Wealth Management Group LLC | 1772715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 4077 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOSTON FAMILY OFFICE LLC | 1039807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1454 | 659 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 584 | 264505 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 251128 | 113740894 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Supplemental Annuity Collective Trust of NJ | 1483065 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 964 | 436615 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Park Edge Advisors, LLC | 1965659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 874 | 395852 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| VISTA INVESTMENT PARTNERS LLC | 2023386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9655 | 4372953 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| ASHTON THOMAS SECURITIES, LLC | 771572 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1840 | 861001 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Nvest Wealth Strategies, Inc. | 2106942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 2265 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 2094379 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 5435040 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5403 | 2447127 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9757973 | 4419581131 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 317248 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 428004 | 169554423 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 410972 | 186137438 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OSTRUM ASSET MANAGEMENT | 1767945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6130 | 2776400 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Laurion Capital Management LP | 1390202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 839 | 380000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40001 | 18117253 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 4077 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1289 | 583814 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27594 | 12501600 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37900 | 17165853 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28087 | 12721164 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CMH Wealth Management LLC | 1657516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 536 | 242766 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| DF DENT & CO INC | 934999 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269427 | 122029058 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Norinchukin Bank, The | 1496637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9992 | 4525577 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Twin Tree Management, LP | 1535588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11900 | 5389748 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BIRCHBROOK, INC. | 2071468 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 181168 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1359 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28500 | 12908220 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 892074 | 404038156 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 3 FACTOR INDEXING, LLC | 2135169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 453 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Sand Hill Global Advisors, LLC | 1009209 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 466 | 211061 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OPPENHEIMER ASSET MANAGEMENT INC. | 1269119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10645 | 4821333 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 31704 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CreativeOne Wealth, LLC | 1739728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 714 | 323210 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Qtron Investments LLC | 1768099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 922 | 417592 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.