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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 1,480 | $58.2 萬 | 0.06% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 1,545 | $57.6 萬 | 0.16% | +2+0.1% | 加碼 |
| Brave Asset Management Inc | 1,463 | $57.5 萬 | 0.15% | 00.0% | 不變 |
| Dynasty Wealth Management, LLC | 1,437 | $56.5 萬 | 0.02% | +1,437 | 新進 |
| Cinctive Capital Management LP | 1,429 | $56.2 萬 | 0.03% | −7,191−83.4% | 減碼 |
| E Fund Management Co., Ltd. | 1,425 | $56.0 萬 | 0.03% | +1,425 | 新進 |
| Mission Wealth Management, LP | 1,419 | $55.8 萬 | 0.01% | +62+4.6% | 加碼 |
| Argyle Capital Management Inc. | 1,400 | $55.0 萬 | 0.21% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 1,393 | $54.8 萬 | 0.01% | −119−7.9% | 減碼 |
| AustralianSuper Pty Ltd | 1,378 | $54.3 萬 | 0.00% | −25,185−94.8% | 減碼 |
| Lido Advisors, LLC | 1,369 | $53.8 萬 | 0.00% | −84−5.8% | 減碼 |
| Panagora Asset Management Inc | 1,354 | $53.2 萬 | 0.00% | −42−3.0% | 減碼 |
| First Horizon Advisors, Inc. | 1,333 | $52.4 萬 | 0.02% | −10−0.7% | 減碼 |
| Charter Trust Co | 1,326 | $52.1 萬 | 0.03% | −57−4.1% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,325 | $52.1 萬 | 0.00% | +1,325 | 新進 |
| DDD Partners, LLC | 1,291 | $50.7 萬 | 0.06% | 00.0% | 不變 |
| Hilltop National Bank | 1,288 | $50.6 萬 | 0.17% | +1,288 | 新進 |
| Johnson Investment Counsel Inc | 1,287 | $50.6 萬 | 0.01% | −719−35.8% | 減碼 |
| Advanced Portfolio Management, LLC | 1,285 | $50.5 萬 | 0.95% | +1,285 | 新進 |
| Concurrent Investment Advisors, LLC | 1,274 | $50.1 萬 | 0.02% | −56−4.2% | 減碼 |
| FineMark National Bank & Trust | 1,270 | $49.9 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,266 | $49.8 萬 | 0.04% | −114−8.3% | 減碼 |
| Nomura Holdings Inc | 1,257 | $49.4 萬 | 0.00% | −1,905−60.2% | 減碼 |
| Checchi Capital Advisers, LLC | 1,257 | $49.4 萬 | 0.04% | −3−0.2% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 1,258 | $49.4 萬 | 0.23% | 00.0% | 不變 |
| Simplex Trading, LLC | 1,247 | $49.0 萬 | 0.01% | −365−22.6% | 減碼 |
| HTLF Bank | 1,240 | $48.7 萬 | 0.06% | 00.0% | 不變 |
| DeDora Capital, Inc. | 1,240 | $48.7 萬 | 0.16% | +1,240 | 新進 |
| Simmons Bank | 1,239 | $48.7 萬 | 0.04% | +415+50.4% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,235 | $48.5 萬 | 0.02% | +71+6.1% | 加碼 |
| TownSquare Capital, LLC | 1,222 | $48.0 萬 | 0.01% | +142+13.1% | 加碼 |
| Westpac Banking Corp | 1,216 | $47.8 萬 | 0.04% | +3+0.2% | 加碼 |
| Summit Trail Advisors, LLC | 1,207 | $47.4 萬 | 0.01% | +123+11.3% | 加碼 |
| Eqis Capital Management, Inc. | 1,205 | $47.3 萬 | 0.04% | +278+30.0% | 加碼 |
| Schechter Investment Advisors, LLC | 1,202 | $47.2 萬 | 0.04% | +2+0.2% | 加碼 |
| Fayez Sarofim & Co | 1,200 | $47.2 萬 | 0.00% | 00.0% | 不變 |
| Symmetry Partners, LLC | 1,198 | $47.1 萬 | 0.04% | 00.0% | 不變 |
| Legacy Private Trust Co. | 1,197 | $47.0 萬 | 0.03% | −35−2.8% | 減碼 |
| Haverford Trust Co | 1,196 | $47.0 萬 | 0.00% | +109+10.0% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 1,193 | $46.9 萬 | 0.31% | +1,193 | 新進 |
| Park Edge Advisors, LLC | 1,190 | $46.8 萬 | 0.13% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 1,189 | $46.7 萬 | 0.00% | +153+14.8% | 加碼 |
| Proficio Capital Partners LLC | 1,182 | $46.4 萬 | 0.05% | +34+3.0% | 加碼 |
| Lincoln National Corp | 1,177 | $46.3 萬 | 0.01% | −250−17.5% | 減碼 |
| Unique Wealth Strategies, LLC | 1,174 | $46.1 萬 | 0.23% | +1,174 | 新進 |
| Prosperity Consulting Group, LLC | 1,163 | $45.7 萬 | 0.06% | +264+29.4% | 加碼 |
| Smart Money Group LLC | 1,218 | $45.1 萬 | 0.18% | +451+58.8% | 加碼 |
| Resurgent Financial Advisors LLC | 1,147 | $45.1 萬 | 0.24% | +148+14.8% | 加碼 |
| RFG Advisory, LLC | 1,133 | $44.5 萬 | 0.02% | +54+5.0% | 加碼 |
| Hoylecohen, LLC | 1,122 | $44.1 萬 | 0.03% | 00.0% | 不變 |
| Trust Co of Vermont | 1,117 | $43.9 萬 | 0.02% | +971+665.1% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 1,109 | $43.8 萬 | 0.01% | +181+19.5% | 加碼 |
| Cornerstone Advisory, LLC | 1,110 | $43.6 萬 | 0.06% | +11+1.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 1,108 | $43.5 萬 | 0.07% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 1,100 | $43.2 萬 | 0.06% | +1,100 | 新進 |
| CX Institutional | 1,095 | $43.0 萬 | 0.02% | −16−1.4% | 減碼 |
| BSW Wealth Partners | 1,081 | $42.5 萬 | 0.07% | +292+37.0% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,073 | $42.2 萬 | 0.15% | +443+70.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,069 | $42.0 萬 | 0.02% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 1,068 | $42.0 萬 | 0.01% | 00.0% | 不變 |
| Cross Staff Investments Inc | 1,062 | $41.7 萬 | 0.35% | −100−8.6% | 減碼 |
| Tributary Capital Management, LLC | 1,060 | $41.7 萬 | 0.03% | −30−2.8% | 減碼 |
| Synovus Financial Corp | 1,056 | $41.5 萬 | 0.01% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 1,055 | $41.5 萬 | 0.30% | +5+0.5% | 加碼 |
| Fidelis Capital Partners, LLC | 1,051 | $41.3 萬 | 0.06% | +133+14.5% | 加碼 |
| Exchange Traded Concepts, LLC | 1,048 | $41.2 萬 | 0.01% | −128−10.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 1,043 | $41.0 萬 | 0.01% | −1−0.1% | 減碼 |
| Broadleaf Partners, LLC | 1,040 | $40.9 萬 | 0.10% | 00.0% | 不變 |
| Summit Financial, LLC | 1,039 | $40.8 萬 | 0.02% | −273−20.8% | 減碼 |
| Snowden Capital Advisors LLC | 1,037 | $40.8 萬 | 0.01% | −165−13.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 1,035 | $40.7 萬 | 0.04% | 00.0% | 不變 |
| PDS Planning, Inc | 1,031 | $40.5 萬 | 0.04% | +52+5.3% | 加碼 |
| Crestmont Private Wealth LLC | 1,025 | $40.3 萬 | 0.20% | +131+14.7% | 加碼 |
| Howland Capital Management LLC | 1,013 | $39.8 萬 | 0.02% | −40−3.8% | 減碼 |
| Edgestream Partners, L.P. | 1,012 | $39.8 萬 | 0.02% | −35−3.3% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 1,009 | $39.7 萬 | 0.22% | +4+0.4% | 加碼 |
| Advisors Preferred, LLC | 1,005 | $39.6 萬 | 0.07% | −123−10.9% | 減碼 |
| Integrated Wealth Concepts LLC | 1,001 | $39.4 萬 | 0.01% | +164+19.6% | 加碼 |
| FORA Capital, LLC | 1,001 | $39.3 萬 | 0.03% | +1,001 | 新進 |
| Beese Fulmer Investment Management, Inc. | 1,000 | $39.3 萬 | 0.04% | −5−0.5% | 減碼 |
| Cumberland Partners Ltd | 1,000 | $39.3 萬 | 0.03% | +1,000 | 新進 |
| Coastal Investment Advisors, Inc. | 996 | $39.1 萬 | 0.08% | −1−0.1% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 860 | $39.1 萬 | 0.02% | −625−42.1% | 減碼 |
| PFG Advisors | 988 | $38.8 萬 | 0.03% | −200−16.8% | 減碼 |
| NBT Bank N A | 981 | $38.6 萬 | 0.03% | 00.0% | 不變 |
| Hutner Capital Management Inc | 969 | $38.1 萬 | 0.21% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 974 | $38.0 萬 | 0.07% | +282+40.8% | 加碼 |
| Castleview Partners, LLC | 965 | $37.9 萬 | 0.21% | +45+4.9% | 加碼 |
| Shearwater Capital LLC | 964 | $37.9 萬 | 0.28% | 00.0% | 不變 |
| Correct Capital Wealth Management | 963 | $37.8 萬 | 0.09% | −500−34.2% | 減碼 |
| Lindbrook Capital, LLC | 958 | $37.7 萬 | 0.04% | +12+1.3% | 加碼 |
| KG&L Capital Management,LLC | 956 | $37.6 萬 | 0.15% | +45+4.9% | 加碼 |
| Skopos Labs, Inc. | 953 | $37.5 萬 | 0.16% | −89−8.5% | 減碼 |
| Aptus Capital Advisors, LLC | 953 | $37.5 萬 | 0.01% | +113+13.5% | 加碼 |
| Baxter Bros Inc | 949 | $37.3 萬 | 0.05% | 00.0% | 不變 |
| Pettee Investors, Inc. | 946 | $37.2 萬 | 0.16% | 00.0% | 不變 |
| Seeds Investor LLC | 939 | $36.9 萬 | 0.34% | +54+6.1% | 加碼 |
| Capital Advisors, Ltd. LLC | 936 | $36.8 萬 | 0.05% | +25+2.7% | 加碼 |
| Scientech Research LLC | 935 | $36.7 萬 | 0.19% | −326−25.9% | 減碼 |
| Invesco, LLC | 935 | $36.7 萬 | 0.16% | +42+4.7% | 加碼 |