MCO — Moodys Corp Institutional Holders · Q3 2026

Name: Who Owns MCO? 58 Institutions Hold $217M (Q3 2026)
Creator: ko.io

Who owns Moodys Corp (MCO)? 58 institutions reported holding $217.40M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($88.6M), Armstrong Henry H Associates Inc ($66.4M), Mn Services Vermogensbeheer B.V. ($20.1M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$88.6M	195,064	Trimmed
2	ARMSTRONG HENRY H ASSOCIATES INC	$66.4M	146,162	Added
3	Mn Services Vermogensbeheer B.V.	$20.1M	44,320	Added
4	Lincoln Capital LLC	$4.8M	10,650	Trimmed
5	VISTA INVESTMENT PARTNERS LLC	$4.3M	9,524	Trimmed
6	CENTRAL BANK & TRUST CO	$4.3M	9,415	Trimmed
7	Farther Finance Advisors, LLC	$3.7M	8,252	Added
8	SACKS & ASSOCIATES, LLC	$3.3M	7,160	Hold
9	Applied Capital LLC/FL	$2.5M	5,615	Trimmed
10	Bell Asset Management Ltd	$1.7M	3,650	Trimmed
11	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1.6M	3,461	Added
12	GAMMA Investing LLC	$1.3M	2,957	Added
13	RIVERSEDGE ADVISORS, LLC	$1.3M	2,804	Added
14	Wedmont Private Capital	$1.2M	2,724	Added
15	General Partner, Inc.	$1.2M	2,545	Trimmed
16	STABLEFORD CAPITAL II LLC	$930,512	2,049	Trimmed
17	Matrix Trust Co	$775,000	1,706	Added
18	DAVIDSON TRUST CO	$745,227	1,641	Hold
19	Castle Rock Wealth Management, LLC	$700,644	1,549	Hold
20	Legacy Wealth Asset Management, LLC	$616,254	1,357	Added
21	CX Institutional	$553,000	1,217	Added
22	Everhart Financial Group, Inc.	$506,355	1,115	Trimmed
23	Valeo Financial Advisors, LLC	$499,309	1,099	Added
24	Avidian Wealth Enterprises, LLC	$498,600	1,098	Added
25	Legacy Private Trust Co.	$476,836	1,050	Hold

Source: SEC Form 13F filings · as of 2026-09-30