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 |
|---|---|---|---|---|---|
| Riversedge Advisors, LLC | 1,926 | $81.1 萬 | 0.20% | −8−0.4% | 減碼 |
| Assetmark, Inc | 1,934 | $81.4 萬 | 0.00% | +274+16.5% | 加碼 |
| Two Sigma Securities, LLC | 1,948 | $82.0 萬 | 0.04% | +1,948 | 新進 |
| Spirepoint Private Client, LLC | 1,948 | $82.0 萬 | 0.12% | −36−1.8% | 減碼 |
| Balyasny Asset Management LLC | 1,950 | $82.1 萬 | 0.00% | −106,868−98.2% | 減碼 |
| LVW Advisors, LLC | 1,960 | $82.5 萬 | 0.12% | +394+25.2% | 加碼 |
| OLIO Financial Planning | 2,124 | $83.0 萬 | 0.35% | 00.0% | 不變 |
| Seneca Financial Advisors LLC | 2,000 | $84.2 萬 | 0.44% | −100−4.8% | 減碼 |
| Stonebridge Capital Management Inc | 2,000 | $84.2 萬 | 0.36% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 2,035 | $85.7 萬 | 0.21% | +185+10.0% | 加碼 |
| Roberts Capital Advisors, LLC | 2,183 | $85.8 萬 | 0.82% | 00.0% | 不變 |
| Sentry LLC | 2,042 | $86.0 萬 | 0.16% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 2,052 | $86.4 萬 | 0.08% | −33−1.6% | 減碼 |
| Central Trust Co | 2,064 | $86.9 萬 | 0.02% | −110−5.1% | 減碼 |
| FORA Capital, LLC | 2,068 | $87.0 萬 | 0.11% | +1,067+106.6% | 加碼 |
| Lawson Kroeker Investment Management Inc | 2,070 | $87.1 萬 | 0.17% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 2,084 | $87.7 萬 | 0.05% | +14+0.7% | 加碼 |
| Verition Fund Management LLC | 2,160 | $90.9 萬 | 0.01% | −1,440−40.0% | 減碼 |
| Wedmont Private Capital | 2,056 | $91.7 萬 | 0.06% | +180+9.6% | 加碼 |
| 1623 Capital LLC | 2,200 | $92.6 萬 | 0.55% | −16,600−88.3% | 減碼 |
| Maple Capital Management, Inc. | 2,205 | $92.8 萬 | 0.08% | 00.0% | 不變 |
| PEAK6 Investments LLC | 2,234 | $94.0 萬 | 0.04% | +2,232+111,600.0% | 加碼 |
| Aviso Financial Inc. | 2,248 | $94.7 萬 | 0.05% | +2,248 | 新進 |
| Encompass Wealth Advisors, LLC | 2,250 | $94.7 萬 | 0.25% | 00.0% | 不變 |
| Millennium Management LLC | 2,292 | $96.5 萬 | 0.00% | −70,276−96.8% | 減碼 |
| Heritage Wealth Management, LLC | 2,299 | $96.8 萬 | 0.54% | −253−9.9% | 減碼 |
| Heritage Family Offices, LLP | 2,299 | $96.8 萬 | 0.54% | +2,299 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,143 | $96.9 萬 | 0.01% | −20−0.9% | 減碼 |
| SRN Advisors, LLC | 2,318 | $97.6 萬 | 0.81% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 2,346 | $98.8 萬 | 0.04% | −2,308−49.6% | 減碼 |
| Triangle Securities Wealth Management | 2,355 | $99.1 萬 | 0.28% | −32−1.3% | 減碼 |
| Profund Advisors LLC | 2,360 | $99.3 萬 | 0.04% | −56−2.3% | 減碼 |
| Savant Capital, LLC | 2,378 | $100.1 萬 | 0.01% | −108−4.3% | 減碼 |
| Oppenheimer & Co Inc | 2,387 | $100.5 萬 | 0.02% | −6−0.3% | 減碼 |
| Qtron Investments LLC | 2,396 | $100.9 萬 | 0.15% | 00.0% | 不變 |
| Ballast Advisors LLC | 2,400 | $101.0 萬 | 0.32% | +162+7.2% | 加碼 |
| Empirical Asset Management, LLC | 2,405 | $101.2 萬 | 0.38% | +284+13.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,425 | $102.1 萬 | 0.02% | +36+1.5% | 加碼 |
| Adviser Investments LLC | 2,433 | $102.4 萬 | 0.01% | 00.0% | 不變 |
| Asset Management Group, Inc. | 2,445 | $102.9 萬 | 0.19% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 2,447 | $103.0 萬 | 0.05% | −109−4.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 2,483 | $104.6 萬 | 0.02% | +406+19.5% | 加碼 |
| Harbert Fund Advisors, Inc. | 2,500 | $105.2 萬 | 0.85% | −750−23.1% | 減碼 |
| Milestones Administradora de Recursos Ltda. | 2,500 | $105.2 萬 | 0.44% | +2,500 | 新進 |
| Horizon Investments, LLC | 2,511 | $105.7 萬 | 0.03% | +16+0.6% | 加碼 |
| First Hawaiian Bank | 2,513 | $105.8 萬 | 0.04% | +138+5.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,518 | $106.0 萬 | 0.01% | −70−2.7% | 減碼 |
| Independent Advisor Alliance | 2,525 | $106.3 萬 | 0.04% | +50+2.0% | 加碼 |
| Bahl & Gaynor Inc | 2,527 | $106.4 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 2,542 | $106.5 萬 | 0.06% | −268−9.5% | 減碼 |
| Capital Analysts, LLC | 2,534 | $106.7 萬 | 0.05% | +4+0.2% | 加碼 |
| Washington Trust Advisors, Inc. | 2,555 | $107.5 萬 | 0.10% | 00.0% | 不變 |
| GeoWealth Management, LLC | 2,565 | $108.0 萬 | 0.05% | +909+54.9% | 加碼 |
| Coldstream Capital Management Inc | 2,570 | $108.2 萬 | 0.03% | +10+0.4% | 加碼 |
| Rockline Wealth Management, LLC | 2,576 | $108.4 萬 | 0.34% | +81+3.2% | 加碼 |
| Accretive Wealth Partners, LLC | 2,591 | $109.1 萬 | 0.46% | −13−0.5% | 減碼 |
| SpiderRock Advisors, LLC | 2,593 | $109.2 萬 | 0.03% | +2,593 | 新進 |
| DoubleLine ETF Adviser LP | 2,598 | $109.4 萬 | 0.29% | −85−3.2% | 減碼 |
| D.A. Davidson & Co. | 2,632 | $110.8 萬 | 0.01% | +101+4.0% | 加碼 |
| Great Lakes Retirement, Inc. | 2,649 | $111.5 萬 | 0.15% | +278+11.7% | 加碼 |
| Umb Bank N A | 2,655 | $111.8 萬 | 0.02% | −197−6.9% | 減碼 |
| Avantax Advisory Services, Inc. | 2,672 | $112.5 萬 | 0.01% | +1,483+124.7% | 加碼 |
| Epoch Investment Partners, Inc. | 2,673 | $112.5 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 2,693 | $113.4 萬 | 0.01% | −1,134−29.6% | 減碼 |
| Key Financial Inc | 2,732 | $115.0 萬 | 0.28% | −80−2.8% | 減碼 |
| Avitas Wealth Management LLC | 2,734 | $115.1 萬 | 0.17% | +22+0.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,740 | $115.3 萬 | 0.05% | +457+20.0% | 加碼 |
| Evermay Wealth Management LLC | 2,742 | $115.4 萬 | 0.19% | 00.0% | 不變 |
| Okabena Investment Services Inc | 2,744 | $115.5 萬 | 0.37% | −742−21.3% | 減碼 |
| MAI Capital Management | 2,747 | $115.6 萬 | 0.01% | +202+7.9% | 加碼 |
| Sendero Wealth Management, LLC | 2,752 | $115.8 萬 | 0.19% | −4,691−63.0% | 減碼 |
| AlTi Global, Inc. | 2,757 | $116.1 萬 | 0.03% | +2,757 | 新進 |
| Raymond James Trust N.A. | 2,775 | $116.8 萬 | 0.03% | −111−3.8% | 減碼 |
| HB Wealth Management, LLC | 2,824 | $118.9 萬 | 0.01% | +446+18.8% | 加碼 |
| Redmond Asset Management, LLC | 2,841 | $119.6 萬 | 0.39% | −165−5.5% | 減碼 |
| Waldron Private Wealth LLC | 2,866 | $120.6 萬 | 0.05% | +208+7.8% | 加碼 |
| Sepio Capital, LP | 2,882 | $121.3 萬 | 0.11% | −122−4.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 2,886 | $121.5 萬 | 0.10% | −1,447−33.4% | 減碼 |
| Capstone Investment Advisors, LLC | 2,890 | $121.6 萬 | 0.03% | −613−17.5% | 減碼 |
| Principal Securities, Inc. | 2,903 | $122.2 萬 | 0.03% | −25−0.9% | 減碼 |
| Monte Financial Group, LLC | 2,928 | $123.2 萬 | 0.54% | −10.0% | 減碼 |
| RSM US Wealth Management LLC | 2,957 | $124.6 萬 | 0.02% | +2,068+232.6% | 加碼 |
| Boston Private Wealth LLC | 2,968 | $124.9 萬 | 0.03% | −151−4.8% | 減碼 |
| Guggenheim Capital LLC | 2,974 | $125.2 萬 | 0.01% | −8,239−73.5% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 3,000 | $126.3 萬 | 0.26% | −1,647−35.4% | 減碼 |
| Mystic Asset Management, Inc. | 3,000 | $126.3 萬 | 0.51% | 00.0% | 不變 |
| Park Avenue Securities LLC | 3,004 | $126.4 萬 | 0.02% | +16+0.5% | 加碼 |
| Moloney Securities Asset Management, LLC | 3,027 | $127.4 萬 | 0.18% | +126+4.3% | 加碼 |
| Pinnacle Financial Partners Inc | 3,249 | $127.7 萬 | 0.03% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 3,035 | $127.8 萬 | 0.21% | −381−11.2% | 減碼 |
| AXS Investments LLC | 3,043 | $128.1 萬 | 0.36% | −211−6.5% | 減碼 |
| Anchor Investment Management, LLC | 3,052 | $128.5 萬 | 0.13% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 3,104 | $130.7 萬 | 0.23% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 3,111 | $131.0 萬 | 0.47% | −310−9.1% | 減碼 |
| Hills Bank & Trust Co | 3,113 | $131.0 萬 | 0.11% | −96−3.0% | 減碼 |
| HM Payson & Co | 3,182 | $133.9 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,185 | $134.1 萬 | 0.03% | −9−0.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,863 | $134.1 萬 | 0.01% | −323−10.1% | 減碼 |
| CWM, LLC | 3,198 | $134.6 萬 | 0.01% | +108+3.5% | 加碼 |
| Hantz Financial Services, Inc. | 3,200 | $134.7 萬 | 0.03% | +262+8.9% | 加碼 |