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 3 季 13F 持有人
Moodys Corp 在 2024/9/30 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
- 1,209
- 較 2024 年第 2 季 +61 家
- 持有股數
- 1.65 億
- 較 2024 年第 2 季 +1,093 萬 (+7.1%)
- 總市值
- $777.3 億
- 較 2024 年第 2 季 +$130.9 億 (+20.3%)
- 新進機構
- 120
- 另有 462 家加碼
- 清倉機構
- 59
- 另有 397 家減碼
另有 13 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 1,694 | $80.4 萬 | 0.10% | +1,154+213.7% | 加碼 |
| Morningstar Investment Management LLC | 1,676 | $80.4 萬 | 0.08% | +746+80.2% | 加碼 |
| Cornerstone Planning Group LLC | 1,751 | $80.6 萬 | 0.21% | +3+0.2% | 加碼 |
| Proequities, Inc. | 1,710 | $81.2 萬 | 0.05% | −180−9.5% | 減碼 |
| Blueshift Asset Management, LLC | 1,717 | $81.5 萬 | 0.20% | +1,717 | 新進 |
| Walter & Keenan Financial Consulting Co | 1,725 | $81.9 萬 | 0.25% | +1+0.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 1,725 | $81.9 萬 | 0.07% | +36+2.1% | 加碼 |
| IFP Advisors, Inc | 1,737 | $82.5 萬 | 0.03% | +22+1.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,744 | $82.7 萬 | 0.02% | +1,744 | 新進 |
| High Net Worth Advisory Group LLC | 1,744 | $82.8 萬 | 0.23% | 00.0% | 不變 |
| OLIO Financial Planning | 2,124 | $83.0 萬 | 0.35% | 00.0% | 不變 |
| Geller Advisors LLC | 1,750 | $83.1 萬 | 0.06% | −28−1.6% | 減碼 |
| Threadgill Financial, LLC | 1,758 | $83.4 萬 | 0.50% | +192+12.3% | 加碼 |
| Valeo Financial Advisors, LLC | 1,764 | $83.7 萬 | 0.02% | +8+0.5% | 加碼 |
| NorthRock Partners, LLC | 1,788 | $84.9 萬 | 0.03% | +65+3.8% | 加碼 |
| Institute for Wealth Management, LLC. | 1,792 | $85.1 萬 | 0.11% | −44−2.4% | 減碼 |
| Personal Cfo Solutions, LLC | 1,799 | $85.4 萬 | 0.12% | 00.0% | 不變 |
| Benin Management CORP | 1,800 | $85.4 萬 | 0.24% | −3−0.2% | 減碼 |
| Lido Advisors, LLC | 1,812 | $86.0 萬 | 0.01% | +233+14.8% | 加碼 |
| Trust Asset Management LLC | 1,820 | $86.4 萬 | 0.07% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 1,831 | $86.9 萬 | 0.05% | 00.0% | 不變 |
| Spinnaker Trust | 1,840 | $87.3 萬 | 0.05% | 00.0% | 不變 |
| Legacy Advisors, LLC | 1,845 | $87.6 萬 | 0.09% | +39+2.2% | 加碼 |
| Whittier Trust Co | 1,853 | $87.9 萬 | 0.01% | −4−0.2% | 減碼 |
| Fishman Jay A Ltd | 1,875 | $89.0 萬 | 0.09% | 00.0% | 不變 |
| Federated Hermes, Inc. | 1,896 | $90.0 萬 | 0.00% | +1,410+290.1% | 加碼 |
| Choate Investment Advisors | 1,897 | $90.0 萬 | 0.02% | +70+3.8% | 加碼 |
| Vinland Capital Management Gestora de Recursos LTDA. | 1,925 | $91.4 萬 | 3.48% | −3,255−62.8% | 減碼 |
| Smartleaf Asset Management LLC | 1,935 | $91.7 萬 | 0.11% | +511+35.9% | 加碼 |
| Ritholtz Wealth Management | 1,933 | $91.7 萬 | 0.03% | +74+4.0% | 加碼 |
| Riversedge Advisors, LLC | 1,934 | $91.8 萬 | 0.21% | +8+0.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 1,938 | $92.0 萬 | 0.09% | −948−32.8% | 減碼 |
| VisionPoint Advisory Group, LLC | 1,947 | $92.4 萬 | 0.31% | +480+32.7% | 加碼 |
| Spirepoint Private Client, LLC | 1,947 | $92.4 萬 | 0.12% | −1−0.1% | 減碼 |
| Verdence Capital Advisors LLC | 1,994 | $94.6 萬 | 0.08% | −58−2.8% | 減碼 |
| Stonebridge Capital Management Inc | 2,000 | $94.9 萬 | 0.38% | 00.0% | 不變 |
| Sentry LLC | 2,042 | $96.9 萬 | 0.19% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 2,046 | $97.1 萬 | 0.24% | +11+0.5% | 加碼 |
| Merit Financial Group, LLC | 2,053 | $97.4 萬 | 0.02% | −1,307−38.9% | 減碼 |
| Wedmont Private Capital | 2,137 | $97.8 萬 | 0.06% | +81+3.9% | 加碼 |
| Lawson Kroeker Investment Management Inc | 2,070 | $98.2 萬 | 0.18% | 00.0% | 不變 |
| Assetmark, Inc | 2,072 | $98.3 萬 | 0.00% | +138+7.1% | 加碼 |
| Kerrisdale Advisers, LLC | 2,077 | $98.6 萬 | 0.34% | −6,716−76.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,134 | $99.6 萬 | 0.01% | −9−0.4% | 減碼 |
| Simplex Trading, LLC | 2,121 | $100.6 萬 | 0.03% | +2,121 | 新進 |
| Harbert Fund Advisors, Inc. | 2,150 | $102.0 萬 | 0.82% | −350−14.0% | 減碼 |
| Venturi Wealth Management, LLC | 2,168 | $102.9 萬 | 0.05% | +665+44.2% | 加碼 |
| Maple Capital Management, Inc. | 2,182 | $103.6 萬 | 0.08% | −23−1.0% | 減碼 |
| Roberts Capital Advisors, LLC | 2,183 | $103.6 萬 | 0.89% | 00.0% | 不變 |
| MAI Capital Management | 2,221 | $105.4 萬 | 0.01% | −526−19.1% | 減碼 |
| SRN Advisors, LLC | 2,223 | $105.5 萬 | 0.93% | −95−4.1% | 減碼 |
| Two Sigma Securities, LLC | 2,247 | $106.6 萬 | 0.08% | +299+15.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 2,250 | $106.8 萬 | 0.27% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 2,255 | $107.0 萬 | 0.28% | −100−4.2% | 減碼 |
| Chiron Investment Management, LLC | 2,265 | $107.5 萬 | 0.38% | +2,265 | 新進 |
| LVW Advisors, LLC | 2,268 | $107.6 萬 | 0.14% | +308+15.7% | 加碼 |
| AlTi Global, Inc. | 2,276 | $108.0 萬 | 0.03% | −481−17.4% | 減碼 |
| Lake Street Advisors Group, LLC | 2,284 | $108.4 萬 | 0.05% | −163−6.7% | 減碼 |
| Heritage Family Offices, LLP | 2,298 | $109.0 萬 | 0.56% | −10.0% | 減碼 |
| TownSquare Capital, LLC | 2,318 | $110.0 萬 | 0.01% | +712+44.3% | 加碼 |
| Fox Run Management, L.L.C. | 2,335 | $110.8 萬 | 0.25% | +2,335 | 新進 |
| Redmond Asset Management, LLC | 2,368 | $112.4 萬 | 0.35% | −473−16.6% | 減碼 |
| Principal Securities, Inc. | 2,384 | $113.1 萬 | 0.03% | −519−17.9% | 減碼 |
| Oppenheimer & Co Inc | 2,391 | $113.5 萬 | 0.02% | +4+0.2% | 加碼 |
| Umb Bank N A | 2,395 | $113.7 萬 | 0.02% | −260−9.8% | 減碼 |
| Ballast Advisors LLC | 2,409 | $114.3 萬 | 0.35% | +9+0.4% | 加碼 |
| DoubleLine ETF Adviser LP | 2,422 | $114.9 萬 | 0.28% | −176−6.8% | 減碼 |
| Scientech Research LLC | 2,432 | $115.4 萬 | 0.23% | +2,432 | 新進 |
| Horizon Investments, LLC | 2,439 | $115.8 萬 | 0.03% | −72−2.9% | 減碼 |
| Asset Management Group, Inc. | 2,445 | $116.0 萬 | 0.20% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,454 | $116.5 萬 | 0.02% | +29+1.2% | 加碼 |
| Adviser Investments LLC | 2,463 | $116.9 萬 | 0.01% | +30+1.2% | 加碼 |
| Profund Advisors LLC | 2,484 | $117.9 萬 | 0.04% | +124+5.3% | 加碼 |
| Capital Analysts, LLC | 2,484 | $117.9 萬 | 0.05% | −50−2.0% | 減碼 |
| First Hawaiian Bank | 2,504 | $118.8 萬 | 0.04% | −9−0.4% | 減碼 |
| Bahl & Gaynor Inc | 2,527 | $119.9 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 2,542 | $120.3 萬 | 0.06% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 2,555 | $121.3 萬 | 0.10% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,555 | $121.3 萬 | 0.01% | +37+1.5% | 加碼 |
| Accretive Wealth Partners, LLC | 2,563 | $121.7 萬 | 0.51% | −28−1.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,565 | $121.7 萬 | 0.01% | −128−4.8% | 減碼 |
| Key Financial Inc | 2,566 | $121.8 萬 | 0.27% | −166−6.1% | 減碼 |
| Pinnacle Financial Partners Inc | 2,602 | $123.5 萬 | 0.02% | −647−19.9% | 減碼 |
| GeoWealth Management, LLC | 2,615 | $124.1 萬 | 0.04% | +50+1.9% | 加碼 |
| Centiva Capital, LP | 2,643 | $125.4 萬 | 0.06% | −3,129−54.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,673 | $126.9 萬 | 0.05% | −67−2.4% | 減碼 |
| Epoch Investment Partners, Inc. | 2,673 | $126.9 萬 | 0.01% | 00.0% | 不變 |
| AXS Investments LLC | 2,677 | $127.0 萬 | 0.34% | −366−12.0% | 減碼 |
| Great Lakes Retirement, Inc. | 2,733 | $129.7 萬 | 0.17% | +84+3.2% | 加碼 |
| Evermay Wealth Management LLC | 2,742 | $130.1 萬 | 0.21% | 00.0% | 不變 |
| Qtron Investments LLC | 2,757 | $130.8 萬 | 0.18% | +361+15.1% | 加碼 |
| Okabena Investment Services Inc | 2,767 | $131.3 萬 | 0.37% | +23+0.8% | 加碼 |
| Avitas Wealth Management LLC | 2,781 | $132.0 萬 | 0.19% | +47+1.7% | 加碼 |
| Rockline Wealth Management, LLC | 2,802 | $133.0 萬 | 0.38% | +226+8.8% | 加碼 |
| Advisory Services Network, LLC | 3,185 | $134.1 萬 | 0.03% | 00.0% | 不變 |
| D.A. Davidson & Co. | 2,880 | $136.7 萬 | 0.01% | +248+9.4% | 加碼 |
| Waldron Private Wealth LLC | 2,881 | $136.7 萬 | 0.06% | +15+0.5% | 加碼 |
| Sepio Capital, LP | 2,884 | $136.9 萬 | 0.11% | +2+0.1% | 加碼 |
| Coldstream Capital Management Inc | 2,894 | $137.5 萬 | 0.03% | +324+12.6% | 加碼 |
| Brevan Howard Capital Management LP | 2,904 | $137.8 萬 | 0.07% | +2,904 | 新進 |