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 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 | 1,414 | $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 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 |
|---|---|---|---|---|---|
| Umb Bank N A | 2,655 | $111.8 萬 | 0.02% | −197−6.9% | 減碼 |
| Great Lakes Retirement, Inc. | 2,649 | $111.5 萬 | 0.15% | +278+11.7% | 加碼 |
| D.A. Davidson & Co. | 2,632 | $110.8 萬 | 0.01% | +101+4.0% | 加碼 |
| DoubleLine ETF Adviser LP | 2,598 | $109.4 萬 | 0.29% | −85−3.2% | 減碼 |
| SpiderRock Advisors, LLC | 2,593 | $109.2 萬 | 0.03% | +2,593 | 新進 |
| Accretive Wealth Partners, LLC | 2,591 | $109.1 萬 | 0.46% | −13−0.5% | 減碼 |
| Rockline Wealth Management, LLC | 2,576 | $108.4 萬 | 0.34% | +81+3.2% | 加碼 |
| Coldstream Capital Management Inc | 2,570 | $108.2 萬 | 0.03% | +10+0.4% | 加碼 |
| GeoWealth Management, LLC | 2,565 | $108.0 萬 | 0.05% | +909+54.9% | 加碼 |
| Washington Trust Advisors, Inc. | 2,555 | $107.5 萬 | 0.10% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,534 | $106.7 萬 | 0.05% | +4+0.2% | 加碼 |
| Smithfield Trust Co | 2,542 | $106.5 萬 | 0.06% | −268−9.5% | 減碼 |
| Bahl & Gaynor Inc | 2,527 | $106.4 萬 | 0.01% | 00.0% | 不變 |
| Independent Advisor Alliance | 2,525 | $106.3 萬 | 0.04% | +50+2.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,518 | $106.0 萬 | 0.01% | −70−2.7% | 減碼 |
| First Hawaiian Bank | 2,513 | $105.8 萬 | 0.04% | +138+5.8% | 加碼 |
| Horizon Investments, LLC | 2,511 | $105.7 萬 | 0.03% | +16+0.6% | 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 |
| Benjamin F. Edwards & Company, Inc. | 2,483 | $104.6 萬 | 0.02% | +406+19.5% | 加碼 |
| Lake Street Advisors Group, LLC | 2,447 | $103.0 萬 | 0.05% | −109−4.3% | 減碼 |
| Asset Management Group, Inc. | 2,445 | $102.9 萬 | 0.19% | 00.0% | 不變 |
| Adviser Investments LLC | 2,433 | $102.4 萬 | 0.01% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,425 | $102.1 萬 | 0.02% | +36+1.5% | 加碼 |
| Empirical Asset Management, LLC | 2,405 | $101.2 萬 | 0.38% | +284+13.4% | 加碼 |
| Ballast Advisors LLC | 2,400 | $101.0 萬 | 0.32% | +162+7.2% | 加碼 |
| Qtron Investments LLC | 2,396 | $100.9 萬 | 0.15% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 2,387 | $100.5 萬 | 0.02% | −6−0.3% | 減碼 |
| Savant Capital, LLC | 2,378 | $100.1 萬 | 0.01% | −108−4.3% | 減碼 |
| Profund Advisors LLC | 2,360 | $99.3 萬 | 0.04% | −56−2.3% | 減碼 |
| Triangle Securities Wealth Management | 2,355 | $99.1 萬 | 0.28% | −32−1.3% | 減碼 |
| La Banque Postale Asset Management SA | 2,346 | $98.8 萬 | 0.04% | −2,308−49.6% | 減碼 |
| SRN Advisors, LLC | 2,318 | $97.6 萬 | 0.81% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,143 | $96.9 萬 | 0.01% | −20−0.9% | 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 |
| Millennium Management LLC | 2,292 | $96.5 萬 | 0.00% | −70,276−96.8% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,250 | $94.7 萬 | 0.25% | 00.0% | 不變 |
| Aviso Financial Inc. | 2,248 | $94.7 萬 | 0.05% | +2,248 | 新進 |
| PEAK6 Investments LLC | 2,234 | $94.0 萬 | 0.04% | +2,232+111,600.0% | 加碼 |
| Maple Capital Management, Inc. | 2,205 | $92.8 萬 | 0.08% | 00.0% | 不變 |
| 1623 Capital LLC | 2,200 | $92.6 萬 | 0.55% | −16,600−88.3% | 減碼 |
| Wedmont Private Capital | 2,056 | $91.7 萬 | 0.06% | +180+9.6% | 加碼 |
| Verition Fund Management LLC | 2,160 | $90.9 萬 | 0.01% | −1,440−40.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,084 | $87.7 萬 | 0.05% | +14+0.7% | 加碼 |
| Lawson Kroeker Investment Management Inc | 2,070 | $87.1 萬 | 0.17% | 00.0% | 不變 |
| FORA Capital, LLC | 2,068 | $87.0 萬 | 0.11% | +1,067+106.6% | 加碼 |
| Central Trust Co | 2,064 | $86.9 萬 | 0.02% | −110−5.1% | 減碼 |
| Verdence Capital Advisors LLC | 2,052 | $86.4 萬 | 0.08% | −33−1.6% | 減碼 |
| Sentry LLC | 2,042 | $86.0 萬 | 0.16% | 00.0% | 不變 |
| Roberts Capital Advisors, LLC | 2,183 | $85.8 萬 | 0.82% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 2,035 | $85.7 萬 | 0.21% | +185+10.0% | 加碼 |
| Stonebridge Capital Management Inc | 2,000 | $84.2 萬 | 0.36% | 00.0% | 不變 |
| Seneca Financial Advisors LLC | 2,000 | $84.2 萬 | 0.44% | −100−4.8% | 減碼 |
| OLIO Financial Planning | 2,124 | $83.0 萬 | 0.35% | 00.0% | 不變 |
| LVW Advisors, LLC | 1,960 | $82.5 萬 | 0.12% | +394+25.2% | 加碼 |
| Balyasny Asset Management LLC | 1,950 | $82.1 萬 | 0.00% | −106,868−98.2% | 減碼 |
| Spirepoint Private Client, LLC | 1,948 | $82.0 萬 | 0.12% | −36−1.8% | 減碼 |
| Two Sigma Securities, LLC | 1,948 | $82.0 萬 | 0.04% | +1,948 | 新進 |
| Assetmark, Inc | 1,934 | $81.4 萬 | 0.00% | +274+16.5% | 加碼 |
| Riversedge Advisors, LLC | 1,926 | $81.1 萬 | 0.20% | −8−0.4% | 減碼 |
| Proequities, Inc. | 1,890 | $79.6 萬 | 0.05% | −104−5.2% | 減碼 |
| Fishman Jay A Ltd | 1,875 | $78.9 萬 | 0.08% | 00.0% | 不變 |
| Ritholtz Wealth Management | 1,859 | $78.3 萬 | 0.03% | +74+4.1% | 加碼 |
| Whittier Trust Co | 1,857 | $78.2 萬 | 0.01% | −13−0.7% | 減碼 |
| Citadel Advisors LLC | 1,847 | $77.7 萬 | 0.00% | +1,461+378.5% | 加碼 |
| Evergreen Capital Management LLC | 1,840 | $77.5 萬 | 0.03% | +228+14.1% | 加碼 |
| Spinnaker Trust | 1,840 | $77.5 萬 | 0.05% | 00.0% | 不變 |
| Delta Investment Management, LLC | 1,840 | $77.4 萬 | 0.17% | −126−6.4% | 減碼 |
| Institute for Wealth Management, LLC. | 1,836 | $77.3 萬 | 0.10% | +225+14.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 1,831 | $77.1 萬 | 0.04% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 1,748 | $76.9 萬 | 0.22% | +6+0.3% | 加碼 |
| Choate Investment Advisors | 1,827 | $76.9 萬 | 0.02% | −1−0.1% | 減碼 |
| Trust Asset Management LLC | 1,820 | $76.6 萬 | 0.06% | 00.0% | 不變 |
| Azzad Asset Management Inc | 1,818 | $76.5 萬 | 0.09% | −36−1.9% | 減碼 |
| Legacy Advisors, LLC | 1,806 | $76.0 萬 | 0.09% | −438−19.5% | 減碼 |
| Benin Management CORP | 1,803 | $75.9 萬 | 0.23% | +1,803 | 新進 |
| Personal Cfo Solutions, LLC | 1,799 | $75.7 萬 | 0.12% | −26−1.4% | 減碼 |
| Boothbay Fund Management, LLC | 1,788 | $75.3 萬 | 0.02% | +1,788 | 新進 |
| Geller Advisors LLC | 1,778 | $74.8 萬 | 0.06% | −44−2.4% | 減碼 |
| Brown Brothers Harriman & Co | 1,765 | $74.3 萬 | 0.01% | +5+0.3% | 加碼 |
| Valeo Financial Advisors, LLC | 1,756 | $73.9 萬 | 0.02% | +117+7.1% | 加碼 |
| High Net Worth Advisory Group LLC | 1,744 | $73.4 萬 | 0.22% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 1,724 | $72.6 萬 | 0.23% | −33−1.9% | 減碼 |
| NorthRock Partners, LLC | 1,723 | $72.5 萬 | 0.03% | +213+14.1% | 加碼 |
| IFP Advisors, Inc | 1,715 | $72.2 萬 | 0.03% | +32+1.9% | 加碼 |
| Syon Capital LLC | 1,691 | $71.2 萬 | 0.07% | +68+4.2% | 加碼 |
| Ellevest, Inc. | 1,690 | $71.1 萬 | 0.04% | +96+6.0% | 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 |
| Mather Group, LLC. | 1,807 | $71.0 萬 | 0.01% | +67+3.9% | 加碼 |
| Brookstone Capital Management | 1,546 | $70.5 萬 | 0.01% | +1,546 | 新進 |
| Cigna Investments Inc | 1,675 | $70.5 萬 | 0.13% | −12−0.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,653 | $69.6 萬 | 0.02% | −49−2.9% | 減碼 |
| Argent Trust Co | 1,652 | $69.5 萬 | 0.03% | +83+5.3% | 加碼 |
| Mission Wealth Management, LP | 1,637 | $68.9 萬 | 0.02% | +218+15.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 1,624 | $68.4 萬 | 0.01% | −1−0.1% | 減碼 |
| Clarius Group, LLC | 1,619 | $68.1 萬 | 0.05% | −48−2.9% | 減碼 |
| TownSquare Capital, LLC | 1,606 | $67.6 萬 | 0.01% | +384+31.4% | 加碼 |
| Farther Finance Advisors, LLC | 1,579 | $66.5 萬 | 0.03% | +828+110.3% | 加碼 |