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 2 季 13F 持有人
Moodys Corp 在 2024/6/30 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
- 1,161
- 較 2024 年第 1 季 +39 家
- 持有股數
- 1.67 億
- 較 2024 年第 1 季 +152.6 萬 (+0.9%)
- 總市值
- $702.2 億
- 較 2024 年第 1 季 +$52.8 億 (+8.1%)
- 新進機構
- 111
- 另有 418 家加碼
- 清倉機構
- 72
- 另有 392 家減碼
另有 11 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 1,189 | $50.0 萬 | 0.01% | −374−23.9% | 減碼 |
| New Century Financial Group, LLC | 1,189 | $50.0 萬 | 0.21% | +346+41.0% | 加碼 |
| Park Edge Advisors, LLC | 1,190 | $50.1 萬 | 0.15% | 00.0% | 不變 |
| Legacy Private Trust Co. | 1,197 | $50.4 萬 | 0.04% | 00.0% | 不變 |
| Symmetry Partners, LLC | 1,198 | $50.4 萬 | 0.03% | 00.0% | 不變 |
| Fayez Sarofim & Co | 1,200 | $50.5 萬 | 0.00% | 00.0% | 不變 |
| Haverford Trust Co | 1,201 | $50.6 萬 | 0.01% | +5+0.4% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,210 | $50.9 萬 | 0.02% | −25−2.0% | 減碼 |
| Proficio Capital Partners LLC | 1,214 | $51.1 萬 | 0.05% | +32+2.7% | 加碼 |
| Westpac Banking Corp | 1,216 | $51.2 萬 | 0.04% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 1,218 | $51.3 萬 | 0.01% | −69−5.4% | 減碼 |
| HTLF Bank | 1,240 | $52.2 萬 | 0.06% | 00.0% | 不變 |
| Custom Index Systems, LLC | 1,241 | $52.2 萬 | 0.30% | +1,241 | 新進 |
| Eqis Capital Management, Inc. | 1,255 | $52.8 萬 | 0.04% | +50+4.1% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 1,258 | $53.0 萬 | 0.24% | 00.0% | 不變 |
| Leonteq Securities AG | 1,261 | $53.1 萬 | 0.07% | +940+292.8% | 加碼 |
| Schechter Investment Advisors, LLC | 1,265 | $53.2 萬 | 0.04% | +63+5.2% | 加碼 |
| Unigestion Holding SA | 1,365 | $53.3 萬 | 0.03% | −1,731−55.9% | 減碼 |
| FineMark National Bank & Trust | 1,270 | $53.5 萬 | 0.02% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 1,280 | $53.9 萬 | 0.11% | +1,280 | 新進 |
| Advanced Portfolio Management, LLC | 1,285 | $54.1 萬 | 0.37% | 00.0% | 不變 |
| Hilltop National Bank | 1,288 | $54.2 萬 | 0.17% | 00.0% | 不變 |
| DDD Partners, LLC | 1,291 | $54.3 萬 | 0.06% | 00.0% | 不變 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,300 | $54.7 萬 | 0.21% | +600+85.7% | 加碼 |
| Checchi Capital Advisers, LLC | 1,301 | $54.8 萬 | 0.04% | +44+3.5% | 加碼 |
| DeDora Capital, Inc. | 1,314 | $55.3 萬 | 0.17% | +74+6.0% | 加碼 |
| Panagora Asset Management Inc | 1,318 | $55.5 萬 | 0.00% | −36−2.7% | 減碼 |
| Prosperity Consulting Group, LLC | 1,318 | $55.5 萬 | 0.08% | +155+13.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 1,321 | $55.6 萬 | 0.04% | −301−18.6% | 減碼 |
| Charter Trust Co | 1,326 | $55.8 萬 | 0.04% | 00.0% | 不變 |
| Walleye Trading LLC | 1,355 | $57.0 萬 | 0.01% | −1,835−57.5% | 減碼 |
| Golden State Equity Partners | 1,357 | $57.1 萬 | 0.12% | +1,357 | 新進 |
| First Horizon Advisors, Inc. | 1,357 | $57.1 萬 | 0.02% | +24+1.8% | 加碼 |
| ISAM Funds (UK) Ltd | 1,363 | $57.4 萬 | 0.43% | +1,363 | 新進 |
| Argyle Capital Management Inc. | 1,400 | $58.9 萬 | 0.24% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 1,415 | $59.6 萬 | 0.05% | +1,415 | 新進 |
| Smartleaf Asset Management LLC | 1,424 | $59.8 萬 | 0.10% | +450+46.2% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 1,434 | $60.4 萬 | 0.15% | +1,434 | 新進 |
| D.B. Root & Company, LLC | 1,441 | $60.7 萬 | 0.21% | −250−14.8% | 減碼 |
| Quadrant Capital Group LLC | 1,462 | $61.5 萬 | 0.05% | +196+15.5% | 加碼 |
| Brave Asset Management Inc | 1,463 | $61.6 萬 | 0.16% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 1,467 | $61.8 萬 | 0.22% | +394+36.7% | 加碼 |
| Abn Amro Investment Solutions | 1,467 | $61.8 萬 | 0.01% | +843+135.1% | 加碼 |
| Resurgent Financial Advisors LLC | 1,492 | $62.8 萬 | 0.39% | +345+30.1% | 加碼 |
| Smart Money Group LLC | 1,383 | $63.2 萬 | 0.23% | +165+13.5% | 加碼 |
| Venturi Wealth Management, LLC | 1,503 | $63.3 萬 | 0.04% | +1,455+3,031.3% | 加碼 |
| Summit Trail Advisors, LLC | 1,504 | $63.3 萬 | 0.02% | +297+24.6% | 加碼 |
| Pacific Global Investment Management CO | 1,505 | $63.4 萬 | 0.12% | −155−9.3% | 減碼 |
| Borer Denton & Associates, Inc. | 1,505 | $63.4 萬 | 0.23% | 00.0% | 不變 |
| Ashton Thomas Securities, LLC | 1,479 | $64.6 萬 | 0.16% | +1,479 | 新進 |
| Empower Advisory Group, LLC | 1,538 | $64.7 萬 | 0.00% | −7−0.5% | 減碼 |
| Evercore Wealth Management, LLC | 1,539 | $64.8 萬 | 0.01% | −15−1.0% | 減碼 |
| Castle Rock Wealth Management, LLC | 1,545 | $65.1 萬 | 0.16% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 1,548 | $65.2 萬 | 0.02% | −107−6.5% | 減碼 |
| Summit Financial, LLC | 1,549 | $65.2 萬 | 0.03% | +510+49.1% | 加碼 |
| Lakeview Capital Partners, LLC | 1,659 | $65.2 萬 | 0.11% | 00.0% | 不變 |
| Dodge & Cox | 1,566 | $65.9 萬 | 0.00% | 00.0% | 不變 |
| Threadgill Financial, LLC | 1,566 | $65.9 萬 | 0.31% | +85+5.7% | 加碼 |
| Wolverine Trading, LLC | 1,572 | $66.2 萬 | 0.01% | +1,572 | 新進 |
| Motco | 1,577 | $66.4 萬 | 0.04% | 00.0% | 不變 |
| Lido Advisors, LLC | 1,579 | $66.5 萬 | 0.01% | +210+15.3% | 加碼 |
| Farther Finance Advisors, LLC | 1,579 | $66.5 萬 | 0.03% | +828+110.3% | 加碼 |
| TownSquare Capital, LLC | 1,606 | $67.6 萬 | 0.01% | +384+31.4% | 加碼 |
| Clarius Group, LLC | 1,619 | $68.1 萬 | 0.05% | −48−2.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,624 | $68.4 萬 | 0.01% | −1−0.1% | 減碼 |
| Mission Wealth Management, LP | 1,637 | $68.9 萬 | 0.02% | +218+15.4% | 加碼 |
| Argent Trust Co | 1,652 | $69.5 萬 | 0.03% | +83+5.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,653 | $69.6 萬 | 0.02% | −49−2.9% | 減碼 |
| Cigna Investments Inc | 1,675 | $70.5 萬 | 0.13% | −12−0.7% | 減碼 |
| Brookstone Capital Management | 1,546 | $70.5 萬 | 0.01% | +1,546 | 新進 |
| Mather Group, LLC. | 1,807 | $71.0 萬 | 0.01% | +67+3.9% | 加碼 |
| Patriot Investment Management Inc. | 1,689 | $71.1 萬 | 0.06% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 1,689 | $71.1 萬 | 0.07% | +1+0.1% | 加碼 |
| Ellevest, Inc. | 1,690 | $71.1 萬 | 0.04% | +96+6.0% | 加碼 |
| Syon Capital LLC | 1,691 | $71.2 萬 | 0.07% | +68+4.2% | 加碼 |
| IFP Advisors, Inc | 1,715 | $72.2 萬 | 0.03% | +32+1.9% | 加碼 |
| NorthRock Partners, LLC | 1,723 | $72.5 萬 | 0.03% | +213+14.1% | 加碼 |
| Walter & Keenan Financial Consulting Co | 1,724 | $72.6 萬 | 0.23% | −33−1.9% | 減碼 |
| High Net Worth Advisory Group LLC | 1,744 | $73.4 萬 | 0.22% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 1,756 | $73.9 萬 | 0.02% | +117+7.1% | 加碼 |
| Brown Brothers Harriman & Co | 1,765 | $74.3 萬 | 0.01% | +5+0.3% | 加碼 |
| Geller Advisors LLC | 1,778 | $74.8 萬 | 0.06% | −44−2.4% | 減碼 |
| Boothbay Fund Management, LLC | 1,788 | $75.3 萬 | 0.02% | +1,788 | 新進 |
| Personal Cfo Solutions, LLC | 1,799 | $75.7 萬 | 0.12% | −26−1.4% | 減碼 |
| Benin Management CORP | 1,803 | $75.9 萬 | 0.23% | +1,803 | 新進 |
| Legacy Advisors, LLC | 1,806 | $76.0 萬 | 0.09% | −438−19.5% | 減碼 |
| Azzad Asset Management Inc | 1,818 | $76.5 萬 | 0.09% | −36−1.9% | 減碼 |
| Trust Asset Management LLC | 1,820 | $76.6 萬 | 0.06% | 00.0% | 不變 |
| Choate Investment Advisors | 1,827 | $76.9 萬 | 0.02% | −1−0.1% | 減碼 |
| Cornerstone Planning Group LLC | 1,748 | $76.9 萬 | 0.22% | +6+0.3% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 1,831 | $77.1 萬 | 0.04% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 1,836 | $77.3 萬 | 0.10% | +225+14.0% | 加碼 |
| Delta Investment Management, LLC | 1,840 | $77.4 萬 | 0.17% | −126−6.4% | 減碼 |
| Spinnaker Trust | 1,840 | $77.5 萬 | 0.05% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 1,840 | $77.5 萬 | 0.03% | +228+14.1% | 加碼 |
| Citadel Advisors LLC | 1,847 | $77.7 萬 | 0.00% | +1,461+378.5% | 加碼 |
| Whittier Trust Co | 1,857 | $78.2 萬 | 0.01% | −13−0.7% | 減碼 |
| Ritholtz Wealth Management | 1,859 | $78.3 萬 | 0.03% | +74+4.1% | 加碼 |
| Fishman Jay A Ltd | 1,875 | $78.9 萬 | 0.08% | 00.0% | 不變 |
| Proequities, Inc. | 1,890 | $79.6 萬 | 0.05% | −104−5.2% | 減碼 |