Moodys Corp
MCO- 交易所
- NYSE
- 產業
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0001059556
近 90 天，Moodys Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 1,415 家機構在 13F 申報持有，市值合計 $716.8 億；波克夏、TCI 兒童投資基金等 8 位大師持有。
2024 年第 1 季 13F 持有人
Moodys Corp 在 2024/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,133
- 較 2023 年第 4 季 +42 家
- 持有股數
- 1.66 億
- 較 2023 年第 4 季 −239.1 萬 (−1.4%)
- 總市值
- $653.7 億
- 較 2023 年第 4 季 −$5.19 億 (−0.8%)
- 新進機構
- 116
- 另有 411 家加碼
- 清倉機構
- 74
- 另有 394 家減碼
另有 13 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MCO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,415 | $716.8 億 |
| 2026 年第 1 季 | 1,387 | $701.2 億 |
| 2025 年第 4 季 | 1,425 | $831.2 億 |
| 2025 年第 3 季 | 1,337 | $770.2 億 |
| 2025 年第 2 季 | 1,347 | $828.6 億 |
| 2025 年第 1 季 | 1,315 | $774.6 億 |
| 2024 年第 4 季 | 1,303 | $781.6 億 |
| 2024 年第 3 季 | 1,209 | $777.3 億 |
| 2024 年第 2 季 | 1,161 | $702.2 億 |
| 2024 年第 1 季 | 1,133 | $653.7 億 |
| 2023 年第 4 季 | 1,104 | $658.9 億 |
| 2023 年第 3 季 | 1,036 | $532.9 億 |
| 2023 年第 2 季 | 1,025 | $582.8 億 |
| 2023 年第 1 季 | 966 | $519.8 億 |
| 2022 年第 4 季 | 966 | $474.4 億 |
| 2022 年第 3 季 | 937 | $409.3 億 |
| 2022 年第 2 季 | 954 | $459.7 億 |
| 2022 年第 1 季 | 1,023 | $573.0 億 |
| 2021 年第 4 季 | 1,059 | $662.1 億 |
| 2021 年第 3 季 | 976 | $602.3 億 |
| 2021 年第 2 季 | 943 | $620.1 億 |
| 2021 年第 1 季 | 923 | $508.3 億 |
2024 年第 1 季持有機構
每家機構持有 Moodys Corp 的股數、市值與佔組合比重；股數變化跟 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 2,121 | $83.3 萬 | 0.40% | +2,121 | 新進 |
| Central Trust Co | 2,174 | $85.4 萬 | 0.02% | −90−4.0% | 減碼 |
| Tudor Investment Corp Et Al | 2,178 | $85.6 萬 | 0.01% | −48,951−95.7% | 減碼 |
| Roberts Capital Advisors, LLC | 2,183 | $85.8 萬 | 0.82% | +2,183 | 新進 |
| Maple Capital Management, Inc. | 2,205 | $86.7 萬 | 0.08% | −3−0.1% | 減碼 |
| Ballast Advisors LLC | 2,238 | $88.0 萬 | 0.30% | +171+8.3% | 加碼 |
| Legacy Advisors, LLC | 2,244 | $88.2 萬 | 0.11% | −771−25.6% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,250 | $88.4 萬 | 0.23% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 2,283 | $89.7 萬 | 0.04% | +440+23.9% | 加碼 |
| Credential Qtrade Securities Inc. | 2,298 | $90.3 萬 | 0.05% | −75−3.2% | 減碼 |
| SRN Advisors, LLC | 2,318 | $91.1 萬 | 0.71% | +108+4.9% | 加碼 |
| Great Lakes Retirement, Inc. | 2,371 | $93.2 萬 | 0.14% | +71+3.1% | 加碼 |
| First Hawaiian Bank | 2,375 | $93.3 萬 | 0.03% | +30+1.3% | 加碼 |
| HB Wealth Management, LLC | 2,378 | $93.5 萬 | 0.01% | +38+1.6% | 加碼 |
| Triangle Securities Wealth Management | 2,387 | $93.8 萬 | 0.27% | −69−2.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 2,389 | $93.9 萬 | 0.01% | +262+12.3% | 加碼 |
| Oppenheimer & Co Inc | 2,393 | $94.1 萬 | 0.02% | +201+9.2% | 加碼 |
| Qtron Investments LLC | 2,396 | $94.2 萬 | 0.13% | 00.0% | 不變 |
| Profund Advisors LLC | 2,416 | $95.0 萬 | 0.04% | +284+13.3% | 加碼 |
| Adviser Investments LLC | 2,433 | $95.6 萬 | 0.01% | −117−4.6% | 減碼 |
| Cipher Capital LP | 2,437 | $95.8 萬 | 0.44% | +1,431+142.2% | 加碼 |
| Asset Management Group, Inc. | 2,445 | $96.1 萬 | 0.18% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,463 | $96.8 萬 | 0.10% | −134−5.2% | 減碼 |
| Independent Advisor Alliance | 2,475 | $97.3 萬 | 0.04% | +474+23.7% | 加碼 |
| Savant Capital, LLC | 2,486 | $97.7 萬 | 0.01% | −753−23.2% | 減碼 |
| Horizon Investments, LLC | 2,495 | $98.1 萬 | 0.03% | −94−3.6% | 減碼 |
| Rockline Wealth Management, LLC | 2,495 | $98.1 萬 | 0.34% | +249+11.1% | 加碼 |
| Accretive Wealth Partners, LLC | 2,604 | $99.1 萬 | 0.44% | −33−1.3% | 減碼 |
| Bahl & Gaynor Inc | 2,527 | $99.3 萬 | 0.01% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,530 | $99.4 萬 | 0.05% | 00.0% | 不變 |
| D.A. Davidson & Co. | 2,531 | $99.5 萬 | 0.01% | +391+18.3% | 加碼 |
| MAI Capital Management | 2,545 | $100.0 萬 | 0.01% | −18−0.7% | 減碼 |
| Heritage Wealth Management, LLC | 2,552 | $100.3 萬 | 0.51% | −64−2.4% | 減碼 |
| Washington Trust Advisors, Inc. | 2,555 | $100.4 萬 | 0.09% | −106−4.0% | 減碼 |
| Lake Street Advisors Group, LLC | 2,556 | $100.5 萬 | 0.05% | +37+1.5% | 加碼 |
| Coldstream Capital Management Inc | 2,560 | $100.6 萬 | 0.03% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,588 | $101.7 萬 | 0.01% | +162+6.7% | 加碼 |
| Bridges Investment Management Inc | 2,600 | $102.2 萬 | 0.03% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 2,658 | $104.5 萬 | 0.05% | −892−25.1% | 減碼 |
| Investment Management Corp of Ontario | 2,659 | $104.5 萬 | 0.03% | −1,200−31.1% | 減碼 |
| CWA Asset Management Group, LLC | 2,659 | $104.5 萬 | 0.06% | +460+20.9% | 加碼 |
| Epoch Investment Partners, Inc. | 2,673 | $105.1 萬 | 0.00% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 2,683 | $105.4 萬 | 0.27% | +58+2.2% | 加碼 |
| Palestra Capital Management LLC | 2,700 | $106.1 萬 | 0.04% | +2,700 | 新進 |
| Avitas Wealth Management LLC | 2,712 | $106.6 萬 | 0.16% | +52+2.0% | 加碼 |
| Meeder Advisory Services, Inc. | 2,729 | $107.3 萬 | 0.11% | +152+5.9% | 加碼 |
| Evermay Wealth Management LLC | 2,742 | $107.8 萬 | 0.16% | −10.0% | 減碼 |
| XTX Topco Ltd | 2,774 | $109.0 萬 | 0.15% | +977+54.4% | 加碼 |
| National Asset Management, Inc. | 3,463 | $109.5 萬 | 0.03% | +65+1.9% | 加碼 |
| Versor Investments LP | 2,801 | $110.1 萬 | 0.22% | +2,801 | 新進 |
| Smithfield Trust Co | 2,810 | $110.5 萬 | 0.06% | 00.0% | 不變 |
| Key Financial Inc | 2,812 | $110.5 萬 | 0.28% | −172−5.8% | 減碼 |
| Umb Bank N A | 2,852 | $112.1 萬 | 0.02% | +4+0.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,874 | $113.0 萬 | 0.03% | −21,964−88.4% | 減碼 |
| Raymond James Trust N.A. | 2,886 | $113.4 萬 | 0.03% | −74−2.5% | 減碼 |
| Moloney Securities Asset Management, LLC | 2,901 | $114.0 萬 | 0.17% | +15+0.5% | 加碼 |
| Principal Securities, Inc. | 2,928 | $115.1 萬 | 0.04% | −39−1.3% | 減碼 |
| Monte Financial Group, LLC | 2,929 | $115.1 萬 | 0.50% | +36+1.2% | 加碼 |
| Hantz Financial Services, Inc. | 2,938 | $115.5 萬 | 0.02% | +276+10.4% | 加碼 |
| Park Avenue Securities LLC | 2,988 | $117.4 萬 | 0.02% | +127+4.4% | 加碼 |
| Quantitative Investment Management, LLC | 2,990 | $117.5 萬 | 0.07% | +2,990 | 新進 |
| Clearstead Advisors, LLC | 2,964 | $117.8 萬 | 0.06% | +79+2.7% | 加碼 |
| Mystic Asset Management, Inc. | 3,000 | $117.9 萬 | 0.49% | 00.0% | 不變 |
| Sepio Capital, LP | 3,004 | $118.1 萬 | 0.10% | −594−16.5% | 減碼 |
| Redmond Asset Management, LLC | 3,006 | $118.1 萬 | 0.38% | −330−9.9% | 減碼 |
| Anchor Investment Management, LLC | 3,052 | $120.0 萬 | 0.13% | +12+0.4% | 加碼 |
| CWM, LLC | 3,090 | $121.4 萬 | 0.01% | +130+4.4% | 加碼 |
| Unigestion Holding SA | 3,096 | $121.7 萬 | 0.06% | +1,731+126.8% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,104 | $122.0 萬 | 0.21% | 00.0% | 不變 |
| Private Advisor Group, LLC | 3,107 | $122.1 萬 | 0.01% | −348−10.1% | 減碼 |
| Boston Private Wealth LLC | 3,119 | $122.6 萬 | 0.03% | +5+0.2% | 加碼 |
| CAPROCK Group, Inc. | 3,148 | $123.8 萬 | 0.07% | +86+2.8% | 加碼 |
| Knollwood Investment Advisory, LLC | 3,150 | $123.8 萬 | 0.22% | 00.0% | 不變 |
| HM Payson & Co | 3,182 | $125.1 萬 | 0.02% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,186 | $125.2 萬 | 0.00% | 00.0% | 不變 |
| Jump Financial, LLC | 3,188 | $125.3 萬 | 0.03% | −4,523−58.7% | 減碼 |
| Walleye Trading LLC | 3,190 | $125.4 萬 | 0.02% | −336−9.5% | 減碼 |
| Advisory Services Network, LLC | 3,194 | $125.5 萬 | 0.03% | +269+9.2% | 加碼 |
| Hills Bank & Trust Co | 3,209 | $126.1 萬 | 0.11% | −84−2.6% | 減碼 |
| Equitable Trust Co | 3,240 | $127.3 萬 | 0.09% | −204−5.9% | 減碼 |
| Vestcor Inc | 3,245 | $127.5 萬 | 0.04% | −327−9.2% | 減碼 |
| Pinnacle Financial Partners Inc | 3,249 | $127.7 萬 | 0.03% | +28+0.9% | 加碼 |
| Harbert Fund Advisors, Inc. | 3,250 | $127.7 萬 | 0.88% | +1,900+140.7% | 加碼 |
| Global Endowment Management, LP | 3,252 | $127.8 萬 | 0.13% | +1,912+142.7% | 加碼 |
| AXS Investments LLC | 3,254 | $127.9 萬 | 0.31% | −168−4.9% | 減碼 |
| Veriti Management LLC | 3,264 | $128.3 萬 | 0.10% | +470+16.8% | 加碼 |
| Shilanski & Associates, Inc. | 3,271 | $128.6 萬 | 0.44% | +3,271 | 新進 |
| Clark Capital Management Group, Inc. | 3,310 | $130.1 萬 | 0.01% | −5−0.2% | 減碼 |
| Cypress Capital Group | 3,317 | $130.4 萬 | 0.16% | −104−3.0% | 減碼 |
| Miracle Mile Advisors, LLC | 3,398 | $133.6 萬 | 0.03% | +588+20.9% | 加碼 |
| V-Square Quantitative Management LLC | 3,416 | $134.3 萬 | 0.22% | +649+23.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 3,421 | $134.5 萬 | 0.49% | −490−12.5% | 減碼 |
| Merit Financial Group, LLC | 3,541 | $134.8 萬 | 0.03% | +1,267+55.7% | 加碼 |
| Simplicity Wealth,LLC | 3,474 | $136.5 萬 | 0.03% | +3,474 | 新進 |
| Okabena Investment Services Inc | 3,486 | $137.0 萬 | 0.46% | −7,134−67.2% | 減碼 |
| Bleakley Financial Group, LLC | 3,492 | $137.2 萬 | 0.04% | −79−2.2% | 減碼 |
| Capstone Investment Advisors, LLC | 3,503 | $137.7 萬 | 0.03% | +3,503 | 新進 |
| Sequoia Financial Advisors, LLC | 3,527 | $138.6 萬 | 0.02% | −1,217−25.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 3,579 | $140.7 萬 | 0.23% | +702+24.4% | 加碼 |
| Alberta Investment Management Corp | 3,600 | $141.5 萬 | 0.01% | 00.0% | 不變 |