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、3 筆賣出；2026 年第 2 季末有 1,414 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 | 1,414 | $716.8 億 |
| 2026 年第 1 季 | 1,386 | $701.2 億 |
| 2025 年第 4 季 | 1,424 | $831.2 億 |
| 2025 年第 3 季 | 1,337 | $770.2 億 |
| 2025 年第 2 季 | 1,346 | $828.6 億 |
| 2025 年第 1 季 | 1,314 | $774.6 億 |
| 2024 年第 4 季 | 1,302 | $781.6 億 |
| 2024 年第 3 季 | 1,208 | $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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, LLC | 2,552 | $100.3 萬 | 0.51% | −64−2.4% | 減碼 |
| MAI Capital Management | 2,545 | $100.0 萬 | 0.01% | −18−0.7% | 減碼 |
| D.A. Davidson & Co. | 2,531 | $99.5 萬 | 0.01% | +391+18.3% | 加碼 |
| Capital Analysts, LLC | 2,530 | $99.4 萬 | 0.05% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 2,527 | $99.3 萬 | 0.01% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 2,604 | $99.1 萬 | 0.44% | −33−1.3% | 減碼 |
| Rockline Wealth Management, LLC | 2,495 | $98.1 萬 | 0.34% | +249+11.1% | 加碼 |
| Horizon Investments, LLC | 2,495 | $98.1 萬 | 0.03% | −94−3.6% | 減碼 |
| Savant Capital, LLC | 2,486 | $97.7 萬 | 0.01% | −753−23.2% | 減碼 |
| Independent Advisor Alliance | 2,475 | $97.3 萬 | 0.04% | +474+23.7% | 加碼 |
| SRS Capital Advisors, Inc. | 2,463 | $96.8 萬 | 0.10% | −134−5.2% | 減碼 |
| Asset Management Group, Inc. | 2,445 | $96.1 萬 | 0.18% | 00.0% | 不變 |
| Cipher Capital LP | 2,437 | $95.8 萬 | 0.44% | +1,431+142.2% | 加碼 |
| Adviser Investments LLC | 2,433 | $95.6 萬 | 0.01% | −117−4.6% | 減碼 |
| Profund Advisors LLC | 2,416 | $95.0 萬 | 0.04% | +284+13.3% | 加碼 |
| Qtron Investments LLC | 2,396 | $94.2 萬 | 0.13% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 2,393 | $94.1 萬 | 0.02% | +201+9.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,389 | $93.9 萬 | 0.01% | +262+12.3% | 加碼 |
| Triangle Securities Wealth Management | 2,387 | $93.8 萬 | 0.27% | −69−2.8% | 減碼 |
| HB Wealth Management, LLC | 2,378 | $93.5 萬 | 0.01% | +38+1.6% | 加碼 |
| First Hawaiian Bank | 2,375 | $93.3 萬 | 0.03% | +30+1.3% | 加碼 |
| Great Lakes Retirement, Inc. | 2,371 | $93.2 萬 | 0.14% | +71+3.1% | 加碼 |
| SRN Advisors, LLC | 2,318 | $91.1 萬 | 0.71% | +108+4.9% | 加碼 |
| Credential Qtrade Securities Inc. | 2,298 | $90.3 萬 | 0.05% | −75−3.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,283 | $89.7 萬 | 0.04% | +440+23.9% | 加碼 |
| Encompass Wealth Advisors, LLC | 2,250 | $88.4 萬 | 0.23% | 00.0% | 不變 |
| Legacy Advisors, LLC | 2,244 | $88.2 萬 | 0.11% | −771−25.6% | 減碼 |
| Ballast Advisors LLC | 2,238 | $88.0 萬 | 0.30% | +171+8.3% | 加碼 |
| Maple Capital Management, Inc. | 2,205 | $86.7 萬 | 0.08% | −3−0.1% | 減碼 |
| Roberts Capital Advisors, LLC | 2,183 | $85.8 萬 | 0.82% | +2,183 | 新進 |
| Tudor Investment Corp Et Al | 2,178 | $85.6 萬 | 0.01% | −48,951−95.7% | 減碼 |
| Central Trust Co | 2,174 | $85.4 萬 | 0.02% | −90−4.0% | 減碼 |
| Empirical Asset Management, LLC | 2,121 | $83.3 萬 | 0.40% | +2,121 | 新進 |
| OLIO Financial Planning | 2,124 | $83.0 萬 | 0.35% | 00.0% | 不變 |
| Seneca Financial Advisors LLC | 2,100 | $82.5 萬 | 0.44% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,163 | $82.0 萬 | 0.01% | −125−5.5% | 減碼 |
| Verdence Capital Advisors LLC | 2,085 | $82.0 萬 | 0.07% | −21−1.0% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 2,077 | $81.7 萬 | 0.01% | +411+24.7% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 2,070 | $81.4 萬 | 0.04% | +2,070 | 新進 |
| Lawson Kroeker Investment Management Inc | 2,070 | $81.4 萬 | 0.15% | 00.0% | 不變 |
| Sentry LLC | 2,042 | $80.3 萬 | 0.15% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 2,000 | $78.6 萬 | 0.35% | 00.0% | 不變 |
| Proequities, Inc. | 1,994 | $78.4 萬 | 0.05% | +673+50.9% | 加碼 |
| Spirepoint Private Client, LLC | 1,984 | $78.0 萬 | 0.12% | +1,984 | 新進 |
| Delta Investment Management, LLC | 1,966 | $77.3 萬 | 0.18% | +6+0.3% | 加碼 |
| Balentine LLC | 1,956 | $76.9 萬 | 0.02% | +70+3.7% | 加碼 |
| Riversedge Advisors, LLC | 1,934 | $76.0 萬 | 0.19% | +22+1.2% | 加碼 |
| SYSTM Wealth Solutions LLC | 1,918 | $75.4 萬 | 0.10% | −2,052−51.7% | 減碼 |
| Wedmont Private Capital | 1,876 | $74.6 萬 | 0.05% | +89+5.0% | 加碼 |
| Fishman Jay A Ltd | 1,875 | $73.7 萬 | 0.08% | 00.0% | 不變 |
| Whittier Trust Co | 1,870 | $73.5 萬 | 0.01% | −513−21.5% | 減碼 |
| Azzad Asset Management Inc | 1,854 | $72.9 萬 | 0.08% | −76−3.9% | 減碼 |
| J. W. Coons Advisors, LLC | 1,850 | $72.7 萬 | 0.16% | +100+5.7% | 加碼 |
| Spinnaker Trust | 1,840 | $72.3 萬 | 0.05% | +55+3.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 1,831 | $72.0 萬 | 0.04% | +10+0.5% | 加碼 |
| Choate Investment Advisors | 1,828 | $71.8 萬 | 0.02% | −28−1.5% | 減碼 |
| Personal Cfo Solutions, LLC | 1,825 | $71.7 萬 | 0.11% | −41−2.2% | 減碼 |
| Geller Advisors LLC | 1,822 | $71.6 萬 | 0.06% | −122−6.3% | 減碼 |
| Trust Asset Management LLC | 1,820 | $71.5 萬 | 0.06% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 1,809 | $71.1 萬 | 0.04% | +26+1.5% | 加碼 |
| Ritholtz Wealth Management | 1,785 | $70.2 萬 | 0.02% | +36+2.1% | 加碼 |
| Brown Brothers Harriman & Co | 1,760 | $69.2 萬 | 0.01% | −34−1.9% | 減碼 |
| Walter & Keenan Financial Consulting Co | 1,757 | $69.1 萬 | 0.23% | +33+1.9% | 加碼 |
| High Net Worth Advisory Group LLC | 1,744 | $68.5 萬 | 0.22% | 00.0% | 不變 |
| Mather Group, LLC. | 1,740 | $68.0 萬 | 0.01% | +3+0.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,702 | $66.9 萬 | 0.02% | −47−2.7% | 減碼 |
| Baader Bank INC | 1,700 | $66.8 萬 | 0.05% | +397+30.5% | 加碼 |
| D.B. Root & Company, LLC | 1,691 | $66.5 萬 | 0.22% | −3−0.2% | 減碼 |
| Patriot Investment Management Inc. | 1,689 | $66.4 萬 | 0.05% | −201−10.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,688 | $66.3 萬 | 0.07% | +18+1.1% | 加碼 |
| Cigna Investments Inc | 1,687 | $66.3 萬 | 0.13% | −30−1.7% | 減碼 |
| Cornerstone Planning Group LLC | 1,742 | $66.3 萬 | 0.21% | −125−6.7% | 減碼 |
| IFP Advisors, Inc | 1,683 | $66.2 萬 | 0.03% | −16−0.9% | 減碼 |
| Clarius Group, LLC | 1,667 | $65.5 萬 | 0.05% | −359−17.7% | 減碼 |
| Pacific Global Investment Management CO | 1,660 | $65.3 萬 | 0.12% | 00.0% | 不變 |
| Assetmark, Inc | 1,660 | $65.2 萬 | 0.00% | −3,225−66.0% | 減碼 |
| Lakeview Capital Partners, LLC | 1,659 | $65.2 萬 | 0.11% | +48+3.0% | 加碼 |
| GeoWealth Management, LLC | 1,656 | $65.1 萬 | 0.03% | +1,294+357.5% | 加碼 |
| Circle Wealth Management, LLC | 1,655 | $65.0 萬 | 0.02% | +117+7.6% | 加碼 |
| Strategy Asset Managers LLC | 1,651 | $64.9 萬 | 0.14% | +1,651 | 新進 |
| Bartlett & Co. Wealth Management LLC | 1,625 | $63.9 萬 | 0.01% | +1+0.1% | 加碼 |
| Syon Capital LLC | 1,623 | $63.8 萬 | 0.06% | +8+0.5% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 1,622 | $63.7 萬 | 0.04% | +152+10.3% | 加碼 |
| Evergreen Capital Management LLC | 1,612 | $63.4 萬 | 0.02% | −375−18.9% | 減碼 |
| Institute for Wealth Management, LLC. | 1,611 | $63.3 萬 | 0.08% | −17−1.0% | 減碼 |
| Grey Street Capital, LLC | 1,610 | $63.3 萬 | 0.09% | +1,610 | 新進 |
| Ellevest, Inc. | 1,594 | $62.6 萬 | 0.04% | +32+2.0% | 加碼 |
| Valeo Financial Advisors, LLC | 1,639 | $62.5 萬 | 0.02% | +6+0.4% | 加碼 |
| Motco | 1,577 | $62.0 萬 | 0.04% | +1,561+9,756.3% | 加碼 |
| Argent Trust Co | 1,569 | $61.7 萬 | 0.03% | +62+4.1% | 加碼 |
| Dodge & Cox | 1,566 | $61.5 萬 | 0.00% | −136−8.0% | 減碼 |
| LVW Advisors, LLC | 1,566 | $61.5 萬 | 0.10% | +221+16.4% | 加碼 |
| RMB Capital Management, LLC | 1,563 | $61.4 萬 | 0.01% | +5+0.3% | 加碼 |
| Evercore Wealth Management, LLC | 1,554 | $61.1 萬 | 0.01% | −105−6.3% | 減碼 |
| Empower Advisory Group, LLC | 1,545 | $60.7 萬 | 0.00% | +16+1.0% | 加碼 |
| NorthRock Partners, LLC | 1,510 | $59.3 萬 | 0.02% | +113+8.1% | 加碼 |
| Borer Denton & Associates, Inc. | 1,505 | $59.2 萬 | 0.21% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 1,500 | $59.0 萬 | 0.02% | −3,003−66.7% | 減碼 |
| Threadgill Financial, LLC | 1,481 | $58.2 萬 | 0.26% | +1,481 | 新進 |
| Bollard Group LLC | 1,480 | $58.2 萬 | 0.02% | +1,480 | 新進 |