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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 6,970 | $273.9 萬 | 0.01% | −3,204−31.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,063 | $277.6 萬 | 0.06% | −45−0.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,140 | $280.6 萬 | 0.05% | −601−7.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,194 | $282.7 萬 | 0.22% | −310−4.1% | 減碼 |
| Man Group plc | 7,233 | $284.3 萬 | 0.01% | +7,233 | 新進 |
| Slow Capital, Inc. | 7,286 | $286.4 萬 | 0.46% | −259−3.4% | 減碼 |
| Dorsey Wright & Associates | 7,299 | $286.9 萬 | 0.75% | +7,299 | 新進 |
| Kingfisher Capital LLC | 7,309 | $287.3 萬 | 0.69% | +73+1.0% | 加碼 |
| Peak Financial Advisors LLC | 7,362 | $289.3 萬 | 1.76% | +7,362 | 新進 |
| Van Den Berg Management I, Inc | 7,430 | $292.0 萬 | 0.86% | −80−1.1% | 減碼 |
| Williams Jones Wealth Management, LLC. | 7,441 | $292.5 萬 | 0.04% | +1,565+26.6% | 加碼 |
| Sendero Wealth Management, LLC | 7,443 | $292.5 萬 | 0.50% | −154−2.0% | 減碼 |
| Wealthcare Advisory Partners LLC | 7,550 | $296.7 萬 | 0.10% | +7,550 | 新進 |
| iA Global Asset Management Inc. | 7,625 | $299.7 萬 | 0.06% | +56+0.7% | 加碼 |
| Boston Trust Walden Corp | 7,630 | $299.9 萬 | 0.02% | −138−1.8% | 減碼 |
| Yacktman Asset Management LP | 7,670 | $301.5 萬 | 0.03% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 7,674 | $301.6 萬 | 0.08% | +1,074+16.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,681 | $301.9 萬 | 0.01% | +173+2.3% | 加碼 |
| Swiss Life Asset Management Ltd | 7,681 | $301.9 萬 | 0.04% | −20,177−72.4% | 減碼 |
| Atria Investments LLC | 7,707 | $302.9 萬 | 0.04% | +756+10.9% | 加碼 |
| Rehmann Capital Advisory Group | 7,747 | $304.5 萬 | 0.23% | −19−0.2% | 減碼 |
| Altrafin AG | 7,759 | $305.0 萬 | 1.11% | +7,759 | 新進 |
| Intech Investment Management LLC | 7,772 | $305.5 萬 | 0.04% | −4,643−37.4% | 減碼 |
| Wetherby Asset Management Inc | 7,801 | $306.6 萬 | 0.15% | −155−1.9% | 減碼 |
| Citadel Investment Advisory, Inc. | 7,865 | $309.1 萬 | 1.74% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 7,892 | $310.2 萬 | 0.11% | −300−3.7% | 減碼 |
| Keybank National Association | 7,901 | $310.5 萬 | 0.01% | −40−0.5% | 減碼 |
| Smith, Salley & Associates | 7,905 | $310.7 萬 | 0.24% | +516+7.0% | 加碼 |
| Roundview Capital LLC | 7,976 | $313.5 萬 | 0.26% | +341+4.5% | 加碼 |
| Ninety One SA (PTY) Ltd | 7,990 | $314.0 萬 | 0.45% | −1,711−17.6% | 減碼 |
| Harbor Advisors LLC | 8,000 | $314.4 萬 | 0.58% | 00.0% | 不變 |
| First National Bank of Omaha | 6,870 | $319.9 萬 | 0.22% | −3,014−30.5% | 減碼 |
| Mercer Global Advisors Inc | 8,138 | $320.1 萬 | 0.01% | +482+6.3% | 加碼 |
| Ieq Capital, LLC | 8,199 | $322.3 萬 | 0.05% | +471+6.1% | 加碼 |
| Connable Office Inc | 8,295 | $326.0 萬 | 0.37% | −149−1.8% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 8,357 | $328.5 萬 | 1.81% | +1,642+24.5% | 加碼 |
| Strategic Advocates LLC | 8,359 | $328.5 萬 | 1.26% | +6,469+342.3% | 加碼 |
| Allianz SE | 8,590 | $337.6 萬 | 0.11% | +8,590 | 新進 |
| Advisor Group Holdings, Inc. | 8,684 | $341.3 萬 | 0.01% | −11,915−57.8% | 減碼 |
| Gotham Asset Management, LLC | 8,697 | $341.8 萬 | 0.05% | +1,887+27.7% | 加碼 |
| Teacher Retirement System of Texas | 8,739 | $343.5 萬 | 0.02% | −1,696−16.3% | 減碼 |
| United Capital Financial Advisers, LLC | 8,826 | $346.9 萬 | 0.03% | +1,485+20.2% | 加碼 |
| Addenda Capital Inc. | 9,016 | $354.4 萬 | 0.13% | −578−6.0% | 減碼 |
| Crewe Advisors LLC | 9,063 | $356.2 萬 | 0.42% | +9,063 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,134 | $359.1 萬 | 0.04% | −3,201−26.0% | 減碼 |
| Louisiana State Employees Retirement System | 9,200 | $361.6 萬 | 0.07% | −300−3.2% | 減碼 |
| Credit Agricole S A | 9,676 | $362.5 萬 | 0.06% | +5,223+117.3% | 加碼 |
| Securian Asset Management, Inc | 9,228 | $362.7 萬 | 0.11% | −730−7.3% | 減碼 |
| Northwest Investment Counselors, LLC | 9,302 | $365.6 萬 | 0.89% | −145−1.5% | 減碼 |
| Windmill Hill Asset Management Ltd | 9,372 | $368.3 萬 | 1.32% | +1,815+24.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 9,432 | $370.7 萬 | 0.38% | +8,575+1,000.6% | 加碼 |
| Chicago Partners Investment Group LLC | 9,729 | $371.8 萬 | 0.16% | +1,032+11.9% | 加碼 |
| Insight Wealth Strategies, LLC | 9,595 | $377.1 萬 | 0.55% | +9,595 | 新進 |
| Taylor Hoffman Wealth Management | 9,598 | $377.2 萬 | 1.60% | +117+1.2% | 加碼 |
| Glenview Trust Co | 9,636 | $378.7 萬 | 0.08% | −239−2.4% | 減碼 |
| Kerrisdale Advisers, LLC | 9,673 | $380.2 萬 | 1.19% | 00.0% | 不變 |
| Fortis Capital Management LLC | 9,766 | $383.8 萬 | 1.01% | +738+8.2% | 加碼 |
| Fiduciary Alliance LLC | 9,830 | $387.2 萬 | 0.68% | −262−2.6% | 減碼 |
| KP Management LLC | 10,000 | $393.0 萬 | 1.69% | 00.0% | 不變 |
| Gabelli Funds LLC | 10,009 | $393.4 萬 | 0.03% | +159+1.6% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,091 | $396.6 萬 | 0.84% | 00.0% | 不變 |
| Hartford Investment Management Co | 10,167 | $399.6 萬 | 0.14% | −433−4.1% | 減碼 |
| AQR Capital Management LLC | 10,317 | $405.5 萬 | 0.01% | +1,627+18.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 10,323 | $405.7 萬 | 0.01% | −196−1.9% | 減碼 |
| Fiduciary Trust Co | 10,357 | $407.1 萬 | 0.06% | −1,178−10.2% | 減碼 |
| Lazard Asset Management LLC | 10,703 | $420.6 萬 | 0.01% | −25,719−70.6% | 減碼 |
| BNP Paribas | 10,748 | $422.4 萬 | 0.20% | +10,748 | 新進 |
| Fogel Capital Management, Inc. | 11,150 | $424.3 萬 | 2.50% | +40+0.4% | 加碼 |
| John G Ullman & Associates Inc | 10,857 | $426.7 萬 | 0.65% | −350−3.1% | 減碼 |
| Ballentine Partners, LLC | 10,982 | $431.6 萬 | 0.08% | +376+3.5% | 加碼 |
| Metis Global Partners, LLC | 11,011 | $432.8 萬 | 0.16% | +419+4.0% | 加碼 |
| JustInvest LLC | 11,185 | $439.6 萬 | 0.09% | +684+6.5% | 加碼 |
| Guggenheim Capital LLC | 11,213 | $440.7 萬 | 0.03% | +37+0.3% | 加碼 |
| Live Oak Private Wealth LLC | 11,219 | $440.9 萬 | 0.76% | +488+4.5% | 加碼 |
| QRG Capital Management, Inc. | 11,259 | $442.5 萬 | 0.06% | +449+4.2% | 加碼 |
| Rockefeller Capital Management L.P. | 11,273 | $443.1 萬 | 0.01% | −902−7.4% | 減碼 |
| Midwest Professional Planners, LTD. | 11,353 | $446.2 萬 | 1.57% | −3,140−21.7% | 減碼 |
| GTS Securities LLC | 11,436 | $449.5 萬 | 0.12% | −2,039−15.1% | 減碼 |
| Wealthfront Advisers LLC | 11,548 | $453.9 萬 | 0.02% | +867+8.1% | 加碼 |
| Patton Fund Management, Inc. | 11,724 | $460.8 萬 | 0.84% | +11,724 | 新進 |
| Maryland State Retirement & Pension System | 12,352 | $461.5 萬 | 0.09% | 00.0% | 不變 |
| Cornerstone Advisors, LLC | 11,800 | $463.8 萬 | 0.19% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 11,805 | $464.0 萬 | 0.11% | 00.0% | 不變 |
| CenterBook Partners LP | 11,901 | $467.7 萬 | 0.32% | +11,901 | 新進 |
| Exor Capital LLP | 11,931 | $468.9 萬 | 0.20% | +11,931 | 新進 |
| Kentucky Retirement Systems | 11,952 | $469.7 萬 | 0.14% | −640−5.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 11,990 | $471.2 萬 | 0.01% | −30.0% | 減碼 |
| Bluegrass Capital Partners LP | 12,000 | $471.6 萬 | 4.92% | −3,000−20.0% | 減碼 |
| Lincoln Capital LLC | 12,233 | $480.8 萬 | 1.07% | −76−0.6% | 減碼 |
| Totem Point Management, LLC | 12,254 | $481.6 萬 | 5.27% | −770−5.9% | 減碼 |
| National Philanthropic Trust | 12,494 | $491.1 萬 | 0.11% | 00.0% | 不變 |
| Nordea Investment Management AB | 12,433 | $491.3 萬 | 0.01% | −500−3.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 12,676 | $498.2 萬 | 0.06% | +2,134+20.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 12,741 | $500.8 萬 | 0.01% | +1,327+11.6% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 12,810 | $503.5 萬 | 1.73% | +561+4.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 12,908 | $504.9 萬 | 0.06% | −1,585−10.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 12,926 | $508.0 萬 | 0.05% | −705−5.2% | 減碼 |
| Baird Financial Group, Inc. | 13,054 | $513.1 萬 | 0.01% | −145−1.1% | 減碼 |
| Cloverfields Capital Group, LP | 13,275 | $521.8 萬 | 1.76% | +1,007+8.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 13,424 | $527.6 萬 | 0.10% | +1,184+9.7% | 加碼 |