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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 1,579 | $66.5 萬 | 0.01% | +210+15.3% | 加碼 |
| Motco | 1,577 | $66.4 萬 | 0.04% | 00.0% | 不變 |
| Wolverine Trading, LLC | 1,572 | $66.2 萬 | 0.01% | +1,572 | 新進 |
| Threadgill Financial, LLC | 1,566 | $65.9 萬 | 0.31% | +85+5.7% | 加碼 |
| Dodge & Cox | 1,566 | $65.9 萬 | 0.00% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 1,659 | $65.2 萬 | 0.11% | 00.0% | 不變 |
| Summit Financial, LLC | 1,549 | $65.2 萬 | 0.03% | +510+49.1% | 加碼 |
| Circle Wealth Management, LLC | 1,548 | $65.2 萬 | 0.02% | −107−6.5% | 減碼 |
| Castle Rock Wealth Management, LLC | 1,545 | $65.1 萬 | 0.16% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 1,539 | $64.8 萬 | 0.01% | −15−1.0% | 減碼 |
| Empower Advisory Group, LLC | 1,538 | $64.7 萬 | 0.00% | −7−0.5% | 減碼 |
| Ashton Thomas Securities, LLC | 1,479 | $64.6 萬 | 0.16% | +1,479 | 新進 |
| 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 |
| Summit Trail Advisors, LLC | 1,504 | $63.3 萬 | 0.02% | +297+24.6% | 加碼 |
| Venturi Wealth Management, LLC | 1,503 | $63.3 萬 | 0.04% | +1,455+3,031.3% | 加碼 |
| Smart Money Group LLC | 1,383 | $63.2 萬 | 0.23% | +165+13.5% | 加碼 |
| Resurgent Financial Advisors LLC | 1,492 | $62.8 萬 | 0.39% | +345+30.1% | 加碼 |
| 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 |
| Brave Asset Management Inc | 1,463 | $61.6 萬 | 0.16% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,462 | $61.5 萬 | 0.05% | +196+15.5% | 加碼 |
| D.B. Root & Company, LLC | 1,441 | $60.7 萬 | 0.21% | −250−14.8% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 1,434 | $60.4 萬 | 0.15% | +1,434 | 新進 |
| Smartleaf Asset Management LLC | 1,424 | $59.8 萬 | 0.10% | +450+46.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,415 | $59.6 萬 | 0.05% | +1,415 | 新進 |
| Argyle Capital Management Inc. | 1,400 | $58.9 萬 | 0.24% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 1,363 | $57.4 萬 | 0.43% | +1,363 | 新進 |
| First Horizon Advisors, Inc. | 1,357 | $57.1 萬 | 0.02% | +24+1.8% | 加碼 |
| Golden State Equity Partners | 1,357 | $57.1 萬 | 0.12% | +1,357 | 新進 |
| Walleye Trading LLC | 1,355 | $57.0 萬 | 0.01% | −1,835−57.5% | 減碼 |
| Charter Trust Co | 1,326 | $55.8 萬 | 0.04% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 1,321 | $55.6 萬 | 0.04% | −301−18.6% | 減碼 |
| 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 |
| DeDora Capital, Inc. | 1,314 | $55.3 萬 | 0.17% | +74+6.0% | 加碼 |
| Checchi Capital Advisers, LLC | 1,301 | $54.8 萬 | 0.04% | +44+3.5% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,300 | $54.7 萬 | 0.21% | +600+85.7% | 加碼 |
| DDD Partners, LLC | 1,291 | $54.3 萬 | 0.06% | 00.0% | 不變 |
| Hilltop National Bank | 1,288 | $54.2 萬 | 0.17% | 00.0% | 不變 |
| Advanced Portfolio Management, LLC | 1,285 | $54.1 萬 | 0.37% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 1,280 | $53.9 萬 | 0.11% | +1,280 | 新進 |
| FineMark National Bank & Trust | 1,270 | $53.5 萬 | 0.02% | 00.0% | 不變 |
| Unigestion Holding SA | 1,365 | $53.3 萬 | 0.03% | −1,731−55.9% | 減碼 |
| Schechter Investment Advisors, LLC | 1,265 | $53.2 萬 | 0.04% | +63+5.2% | 加碼 |
| Leonteq Securities AG | 1,261 | $53.1 萬 | 0.07% | +940+292.8% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 1,258 | $53.0 萬 | 0.24% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 1,255 | $52.8 萬 | 0.04% | +50+4.1% | 加碼 |
| Custom Index Systems, LLC | 1,241 | $52.2 萬 | 0.30% | +1,241 | 新進 |
| HTLF Bank | 1,240 | $52.2 萬 | 0.06% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 1,218 | $51.3 萬 | 0.01% | −69−5.4% | 減碼 |
| Westpac Banking Corp | 1,216 | $51.2 萬 | 0.04% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 1,214 | $51.1 萬 | 0.05% | +32+2.7% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,210 | $50.9 萬 | 0.02% | −25−2.0% | 減碼 |
| Haverford Trust Co | 1,201 | $50.6 萬 | 0.01% | +5+0.4% | 加碼 |
| Fayez Sarofim & Co | 1,200 | $50.5 萬 | 0.00% | 00.0% | 不變 |
| Symmetry Partners, LLC | 1,198 | $50.4 萬 | 0.03% | 00.0% | 不變 |
| Legacy Private Trust Co. | 1,197 | $50.4 萬 | 0.04% | 00.0% | 不變 |
| Park Edge Advisors, LLC | 1,190 | $50.1 萬 | 0.15% | 00.0% | 不變 |
| 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 |
| Fulton Bank, N.A. | 1,183 | $49.8 萬 | 0.02% | +264+28.7% | 加碼 |
| Patton Albertson Miller Group, LLC | 1,176 | $49.5 萬 | 0.07% | +68+6.1% | 加碼 |
| Snowden Capital Advisors LLC | 1,158 | $48.7 萬 | 0.01% | +121+11.7% | 加碼 |
| Hoylecohen, LLC | 1,141 | $48.0 萬 | 0.04% | +19+1.7% | 加碼 |
| Mayfair Advisory Group, LLC | 1,055 | $47.1 萬 | 0.32% | 00.0% | 不變 |
| Trust Co of Vermont | 1,117 | $47.0 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 1,114 | $46.9 萬 | 0.07% | +4+0.4% | 加碼 |
| Integrated Wealth Concepts LLC | 1,107 | $46.6 萬 | 0.01% | +106+10.6% | 加碼 |
| Wilkins Investment Counsel Inc | 1,100 | $46.3 萬 | 0.07% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 1,096 | $46.1 萬 | 0.16% | +140+14.6% | 加碼 |
| Unique Wealth Strategies, LLC | 1,174 | $46.1 萬 | 0.22% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 1,022 | $46.1 萬 | 0.07% | −29−2.8% | 減碼 |
| Exchange Traded Concepts, LLC | 1,090 | $45.9 萬 | 0.01% | +42+4.0% | 加碼 |
| CX Institutional | 1,084 | $45.6 萬 | 0.02% | −11−1.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 1,084 | $45.6 萬 | 0.02% | +15+1.4% | 加碼 |
| Cozad Asset Management Inc | 1,080 | $45.5 萬 | 0.05% | −400−27.0% | 減碼 |
| DRW Securities, LLC | 1,067 | $45.1 萬 | 0.03% | +1,067 | 新進 |
| Bradley Foster & Sargent Inc | 1,068 | $45.0 萬 | 0.01% | 00.0% | 不變 |
| Synovus Financial Corp | 1,063 | $44.7 萬 | 0.01% | +7+0.7% | 加碼 |
| Cross Staff Investments Inc | 1,062 | $44.7 萬 | 0.37% | 00.0% | 不變 |
| Seeds Investor LLC | 1,061 | $44.6 萬 | 0.23% | +122+13.0% | 加碼 |
| Howland Capital Management LLC | 1,053 | $44.3 萬 | 0.02% | +40+3.9% | 加碼 |
| BSW Wealth Partners | 1,052 | $44.3 萬 | 0.07% | −29−2.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 1,043 | $43.9 萬 | 0.01% | 00.0% | 不變 |
| PDS Planning, Inc | 1,042 | $43.9 萬 | 0.04% | +11+1.1% | 加碼 |
| Aptus Capital Advisors, LLC | 1,036 | $43.6 萬 | 0.01% | +83+8.7% | 加碼 |
| Tributary Capital Management, LLC | 1,035 | $43.6 萬 | 0.04% | −25−2.4% | 減碼 |
| Penobscot Investment Management Company, Inc. | 1,035 | $43.6 萬 | 0.04% | 00.0% | 不變 |
| RFG Advisory, LLC | 1,033 | $43.5 萬 | 0.01% | −100−8.8% | 減碼 |
| Broadleaf Partners, LLC | 1,020 | $42.9 萬 | 0.10% | −20−1.9% | 減碼 |
| Allworth Financial LP | 965 | $42.7 萬 | 0.00% | +329+51.7% | 加碼 |
| Pitcairn Co | 1,002 | $42.2 萬 | 0.03% | +168+20.1% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 868 | $42.1 萬 | 0.02% | +8+0.9% | 加碼 |
| Kanawha Capital Management LLC | 1,001 | $42.1 萬 | 0.03% | +1,001 | 新進 |
| Beese Fulmer Investment Management, Inc. | 1,000 | $42.1 萬 | 0.04% | 00.0% | 不變 |
| Crestmont Private Wealth LLC | 996 | $41.9 萬 | 0.20% | −29−2.8% | 減碼 |
| Coastal Investment Advisors, Inc. | 996 | $41.9 萬 | 0.08% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 992 | $41.8 萬 | 0.01% | −282−22.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 978 | $41.2 萬 | 0.01% | +43+4.6% | 加碼 |