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 4 季 13F 持有人
Moodys Corp 在 2024/12/31 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
- 1,303
- 較 2024 年第 3 季 +119 家
- 持有股數
- 1.65 億
- 較 2024 年第 3 季 +100.5 萬 (+0.6%)
- 總市值
- $781.6 億
- 較 2024 年第 3 季 +$6.17 億 (+0.8%)
- 新進機構
- 184
- 另有 442 家加碼
- 清倉機構
- 65
- 另有 447 家減碼
另有 25 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Haverford Trust Co | 1,226 | $58.0 萬 | 0.01% | +3+0.2% | 加碼 |
| Hilltop National Bank | 1,231 | $58.3 萬 | 0.18% | −7−0.6% | 減碼 |
| Integrated Wealth Concepts LLC | 1,241 | $58.7 萬 | 0.01% | +65+5.5% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 1,258 | $59.5 萬 | 0.25% | 00.0% | 不變 |
| Seeds Investor LLC | 1,261 | $59.7 萬 | 0.17% | −9−0.7% | 減碼 |
| Cornerstone Advisory, LLC | 1,143 | $59.8 萬 | 0.07% | +25+2.2% | 加碼 |
| Fielder Capital Group LLC | 1,270 | $60.1 萬 | 0.19% | +1,270 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,280 | $60.6 萬 | 0.03% | −100−7.2% | 減碼 |
| DeDora Capital, Inc. | 1,280 | $60.6 萬 | 0.17% | −16−1.2% | 減碼 |
| Empower Advisory Group, LLC | 1,280 | $60.6 萬 | 0.00% | +76+6.3% | 加碼 |
| DDD Partners, LLC | 1,292 | $61.2 萬 | 0.08% | +1+0.1% | 加碼 |
| Proficio Capital Partners LLC | 1,295 | $61.3 萬 | 0.05% | +630+94.7% | 加碼 |
| AE Wealth Management LLC | 1,300 | $61.6 萬 | 0.01% | +113+9.5% | 加碼 |
| Prosperity Consulting Group, LLC | 1,304 | $61.7 萬 | 0.05% | +53+4.2% | 加碼 |
| EP Wealth Advisors, LLC | 1,309 | $62.0 萬 | 0.01% | +668+104.2% | 加碼 |
| Charter Trust Co | 1,321 | $62.5 萬 | 0.04% | −5−0.4% | 減碼 |
| FineMark National Bank & Trust | 1,326 | $62.8 萬 | 0.02% | −15−1.1% | 減碼 |
| Checchi Capital Advisers, LLC | 1,327 | $62.8 萬 | 0.05% | +11+0.8% | 加碼 |
| Fulton Bank, N.A. | 1,341 | $63.5 萬 | 0.02% | +73+5.8% | 加碼 |
| SkyView Investment Advisors, LLC | 1,343 | $63.6 萬 | 0.10% | −4,955−78.7% | 減碼 |
| Aptus Capital Advisors, LLC | 1,347 | $63.8 萬 | 0.01% | +286+27.0% | 加碼 |
| Snowden Capital Advisors LLC | 1,360 | $64.4 萬 | 0.02% | +183+15.5% | 加碼 |
| Mather Group, LLC. | 1,363 | $64.5 萬 | 0.01% | −267−16.4% | 減碼 |
| First Horizon Advisors, Inc. | 1,376 | $65.1 萬 | 0.02% | −7−0.5% | 減碼 |
| Aviso Financial Inc. | 1,387 | $65.7 萬 | 0.03% | +18+1.3% | 加碼 |
| KG&L Capital Management,LLC | 1,390 | $65.8 萬 | 0.21% | +156+12.6% | 加碼 |
| Advisory Alpha, LLC | 1,393 | $66.0 萬 | 0.02% | +171+14.0% | 加碼 |
| Smith Group Asset Management, LLC | 1,397 | $66.1 萬 | 0.05% | +739+112.3% | 加碼 |
| Argyle Capital Management Inc. | 1,400 | $66.3 萬 | 0.26% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 1,403 | $66.4 萬 | 0.02% | +172+14.0% | 加碼 |
| Eqis Capital Management, Inc. | 1,425 | $67.5 萬 | 0.06% | +196+15.9% | 加碼 |
| GAMMA Investing LLC | 1,436 | $68.0 萬 | 0.06% | +368+34.5% | 加碼 |
| Circle Wealth Management, LLC | 1,448 | $68.5 萬 | 0.01% | +17+1.2% | 加碼 |
| Brave Asset Management Inc | 1,463 | $69.3 萬 | 0.22% | 00.0% | 不變 |
| Clarius Group, LLC | 1,467 | $69.4 萬 | 0.05% | −88−5.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 1,471 | $69.6 萬 | 0.04% | +25+1.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,503 | $71.1 萬 | 0.04% | +32+2.2% | 加碼 |
| Borer Denton & Associates, Inc. | 1,505 | $71.2 萬 | 0.25% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 1,509 | $71.4 萬 | 0.04% | +204+15.6% | 加碼 |
| Sienna Gestion | 1,514 | $71.7 萬 | 0.05% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,518 | $71.9 萬 | 0.02% | −68−4.3% | 減碼 |
| Quadrant Capital Group LLC | 1,522 | $72.0 萬 | 0.05% | +47+3.2% | 加碼 |
| Smart Money Group LLC | 1,527 | $72.3 萬 | 0.25% | +42+2.8% | 加碼 |
| OmniStar Financial Group, Inc. | 1,525 | $72.3 萬 | 0.58% | −42−2.7% | 減碼 |
| Ashton Thomas Securities, LLC | 1,534 | $72.7 萬 | 0.20% | +38+2.5% | 加碼 |
| Evercore Wealth Management, LLC | 1,540 | $72.9 萬 | 0.01% | +1+0.1% | 加碼 |
| Chronos Wealth Management, LLC | 1,550 | $73.4 萬 | 0.37% | −54−3.4% | 減碼 |
| Dodge & Cox | 1,566 | $74.1 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 1,571 | $74.4 萬 | 0.00% | −10,222−86.7% | 減碼 |
| Brookstone Capital Management | 1,575 | $74.5 萬 | 0.01% | −36−2.2% | 減碼 |
| Centiva Capital, LP | 1,578 | $74.7 萬 | 0.03% | −1,065−40.3% | 減碼 |
| Guardian Capital LP | 1,579 | $74.7 萬 | 0.03% | +1,579 | 新進 |
| Machina Capital S.A.S. | 1,588 | $75.2 萬 | 0.32% | −3,327−67.7% | 減碼 |
| Farther Finance Advisors, LLC | 1,588 | $75.2 萬 | 0.03% | −56−3.4% | 減碼 |
| Exchange Traded Concepts, LLC | 1,591 | $75.3 萬 | 0.02% | +489+44.4% | 加碼 |
| Stamos Capital Partners, L.P. | 1,600 | $75.7 萬 | 0.18% | +1,080+207.7% | 加碼 |
| Cigna Investments Inc | 1,623 | $76.8 萬 | 0.14% | −13−0.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,624 | $76.9 萬 | 0.01% | 00.0% | 不變 |
| Argent Trust Co | 1,634 | $77.3 萬 | 0.03% | −18−1.1% | 減碼 |
| Westpac Banking Corp | 1,638 | $77.5 萬 | 0.05% | −11−0.7% | 減碼 |
| Personal Cfo Solutions, LLC | 1,641 | $77.7 萬 | 0.15% | −158−8.8% | 減碼 |
| Summit Financial, LLC | 1,641 | $77.7 萬 | 0.03% | +22+1.4% | 加碼 |
| Ellevest, Inc. | 1,645 | $77.9 萬 | 0.04% | +11+0.7% | 加碼 |
| Farringdon Capital, Ltd. | 1,666 | $78.9 萬 | 0.33% | +1,666 | 新進 |
| Cornercap Investment Counsel Inc | 1,671 | $79.1 萬 | 0.25% | +1,671 | 新進 |
| Patton Albertson Miller Group, LLC | 1,673 | $79.2 萬 | 0.11% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 1,676 | $79.3 萬 | 0.06% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 1,689 | $80.0 萬 | 0.06% | 00.0% | 不變 |
| Proequities, Inc. | 1,651 | $80.0 萬 | 0.05% | −59−3.5% | 減碼 |
| Castle Rock Wealth Management, LLC | 1,547 | $80.9 萬 | 0.19% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 1,717 | $81.3 萬 | 0.07% | −8−0.5% | 減碼 |
| NorthRock Partners, LLC | 1,728 | $81.8 萬 | 0.03% | −60−3.4% | 減碼 |
| IFP Advisors, Inc | 1,729 | $82.0 萬 | 0.03% | −8−0.5% | 減碼 |
| Walter & Keenan Financial Consulting Co | 1,732 | $82.0 萬 | 0.25% | +7+0.4% | 加碼 |
| Syon Capital LLC | 1,733 | $82.0 萬 | 0.07% | +67+4.0% | 加碼 |
| Novem Group | 1,737 | $82.3 萬 | 0.12% | +1,737 | 新進 |
| High Net Worth Advisory Group LLC | 1,744 | $82.6 萬 | 0.23% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 1,747 | $82.7 萬 | 0.04% | −421−19.4% | 減碼 |
| Geller Advisors LLC | 1,767 | $83.6 萬 | 0.05% | +17+1.0% | 加碼 |
| Valeo Financial Advisors, LLC | 1,772 | $83.9 萬 | 0.02% | +8+0.5% | 加碼 |
| Verdence Capital Advisors LLC | 1,779 | $84.2 萬 | 0.07% | −215−10.8% | 減碼 |
| Resurgent Financial Advisors LLC | 1,782 | $84.4 萬 | 0.50% | +404+29.3% | 加碼 |
| Institute for Wealth Management, LLC. | 1,784 | $84.5 萬 | 0.11% | −8−0.4% | 減碼 |
| GKV Capital Management Co., Inc. | 1,800 | $85.2 萬 | 0.35% | +1,800 | 新進 |
| Legato Capital Management LLC | 1,810 | $85.7 萬 | 0.11% | −2,089−53.6% | 減碼 |
| Trust Asset Management LLC | 1,820 | $86.2 萬 | 0.07% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 1,831 | $86.7 萬 | 0.05% | 00.0% | 不變 |
| Lido Advisors, LLC | 1,840 | $87.1 萬 | 0.01% | +28+1.5% | 加碼 |
| Cornerstone Planning Group LLC | 1,755 | $87.1 萬 | 0.21% | +4+0.2% | 加碼 |
| Spinnaker Trust | 1,840 | $87.1 萬 | 0.05% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 1,842 | $87.2 萬 | 0.01% | −4,086−68.9% | 減碼 |
| Spirepoint Private Client, LLC | 1,849 | $87.5 萬 | 0.11% | −98−5.0% | 減碼 |
| Fishman Jay A Ltd | 1,875 | $88.8 萬 | 0.08% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 1,877 | $88.9 萬 | 0.09% | −61−3.1% | 減碼 |
| Whittier Trust Co | 1,886 | $89.3 萬 | 0.01% | +33+1.8% | 加碼 |
| SRN Advisors, LLC | 1,919 | $90.8 萬 | 0.81% | −304−13.7% | 減碼 |
| VisionPoint Advisory Group, LLC | 1,925 | $91.0 萬 | 0.31% | −22−1.1% | 減碼 |
| Evergreen Capital Management LLC | 1,934 | $91.5 萬 | 0.03% | −1,040−35.0% | 減碼 |
| Riversedge Advisors, LLC | 1,951 | $92.4 萬 | 0.21% | +17+0.9% | 加碼 |
| Choate Investment Advisors | 1,991 | $94.2 萬 | 0.02% | +94+5.0% | 加碼 |