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 |
|---|---|---|---|---|---|
| Enhancing Capital LLC | 2,000 | $94.7 萬 | 0.75% | +2,000 | 新進 |
| Stonebridge Capital Management Inc | 2,000 | $94.7 萬 | 0.39% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,020 | $95.6 萬 | 0.03% | +87+4.5% | 加碼 |
| Axq Capital, LP | 2,021 | $95.7 萬 | 0.43% | +1,366+208.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 2,022 | $95.7 萬 | 0.01% | −543−21.2% | 減碼 |
| J. W. Coons Advisors, LLC | 2,028 | $96.0 萬 | 0.25% | −18−0.9% | 減碼 |
| Sentry LLC | 2,042 | $96.7 萬 | 0.19% | 00.0% | 不變 |
| Lawson Kroeker Investment Management Inc | 2,070 | $98.0 萬 | 0.18% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 2,077 | $98.3 萬 | 0.33% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 4,420 | $99.0 萬 | 0.33% | +1,367+44.8% | 加碼 |
| Napa Wealth Management | 2,109 | $99.8 萬 | 0.43% | +2,109 | 新進 |
| Smartleaf Asset Management LLC | 2,113 | $100.1 萬 | 0.10% | +178+9.2% | 加碼 |
| GWM Advisors LLC | 2,123 | $100.5 萬 | 0.01% | +804+61.0% | 加碼 |
| Panagora Asset Management Inc | 2,140 | $101.3 萬 | 0.00% | +807+60.5% | 加碼 |
| Maple Capital Management, Inc. | 2,156 | $102.1 萬 | 0.08% | −26−1.2% | 減碼 |
| Roberts Capital Advisors, LLC | 2,183 | $103.3 萬 | 0.87% | 00.0% | 不變 |
| Erste Asset Management GmbH | 2,172 | $103.6 萬 | 0.01% | +2,172 | 新進 |
| Wedmont Private Capital | 2,294 | $103.9 萬 | 0.05% | +157+7.3% | 加碼 |
| Freestone Grove Partners LP | 2,196 | $104.0 萬 | 0.01% | +2,196 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,109 | $104.6 萬 | 0.01% | −25−1.2% | 減碼 |
| Triangle Securities Wealth Management | 2,232 | $105.7 萬 | 0.27% | −23−1.0% | 減碼 |
| Umb Bank N A | 2,253 | $106.7 萬 | 0.02% | −142−5.9% | 減碼 |
| Oppenheimer & Co Inc | 2,253 | $106.7 萬 | 0.02% | −138−5.8% | 減碼 |
| LVW Advisors, LLC | 2,257 | $106.8 萬 | 0.13% | −11−0.5% | 減碼 |
| Baader Bank INC | 2,264 | $107.2 萬 | 0.10% | −2,200−49.3% | 減碼 |
| Chiron Investment Management, LLC | 2,265 | $107.2 萬 | 0.36% | 00.0% | 不變 |
| Benin Management CORP | 2,283 | $108.1 萬 | 0.30% | +483+26.8% | 加碼 |
| Cypress Capital Group | 2,290 | $108.4 萬 | 0.13% | −1,035−31.1% | 減碼 |
| Profund Advisors LLC | 2,301 | $108.9 萬 | 0.04% | −183−7.4% | 減碼 |
| MUFG Securities Americas Inc. | 2,301 | $108.9 萬 | 0.14% | +2,301 | 新進 |
| Lake Street Advisors Group, LLC | 2,316 | $109.6 萬 | 0.05% | +32+1.4% | 加碼 |
| Adviser Investments LLC | 2,341 | $110.8 萬 | 0.01% | −122−5.0% | 減碼 |
| Resources Investment Advisors, LLC. | 2,402 | $113.7 萬 | 0.01% | −6,103−71.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 2,421 | $114.6 萬 | 0.02% | −33−1.3% | 減碼 |
| TownSquare Capital, LLC | 2,431 | $115.1 萬 | 0.01% | +113+4.9% | 加碼 |
| Redmond Asset Management, LLC | 2,442 | $115.6 萬 | 0.29% | +74+3.1% | 加碼 |
| Asset Management Group, Inc. | 2,445 | $115.7 萬 | 0.21% | 00.0% | 不變 |
| Heritage Family Offices, LLP | 2,463 | $116.6 萬 | 0.58% | +165+7.2% | 加碼 |
| Horizon Investments, LLC | 2,468 | $116.8 萬 | 0.03% | +29+1.2% | 加碼 |
| Threadgill Financial, LLC | 2,471 | $117.0 萬 | 0.62% | +713+40.6% | 加碼 |
| Capital Analysts, LLC | 2,475 | $117.2 萬 | 0.05% | −9−0.4% | 減碼 |
| Assetmark, Inc | 2,487 | $117.7 萬 | 0.00% | +415+20.0% | 加碼 |
| AlTi Global, Inc. | 2,485 | $118.1 萬 | 0.03% | +209+9.2% | 加碼 |
| First Hawaiian Bank | 2,511 | $118.9 萬 | 0.04% | +7+0.3% | 加碼 |
| Bahl & Gaynor Inc | 2,527 | $119.6 萬 | 0.01% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 2,531 | $119.8 萬 | 0.51% | −32−1.2% | 減碼 |
| Anchor Investment Management, LLC | 2,532 | $119.9 萬 | 0.11% | −520−17.0% | 減碼 |
| Smithfield Trust Co | 2,542 | $119.9 萬 | 0.06% | 00.0% | 不變 |
| Principal Securities, Inc. | 2,551 | $120.8 萬 | 0.03% | +167+7.0% | 加碼 |
| Washington Trust Advisors, Inc. | 2,555 | $120.9 萬 | 0.10% | 00.0% | 不變 |
| Key Financial Inc | 2,570 | $121.7 萬 | 0.28% | +4+0.2% | 加碼 |
| Pinnacle Financial Partners Inc | 2,602 | $123.5 萬 | 0.03% | 00.0% | 不變 |
| Tema ETFs LLC | 2,611 | $123.6 萬 | 0.51% | +2,611 | 新進 |
| Sepio Capital, LP | 2,638 | $124.9 萬 | 0.10% | −246−8.5% | 減碼 |
| Ballast Advisors LLC | 2,651 | $125.5 萬 | 0.39% | +242+10.0% | 加碼 |
| Loomis Sayles & Co L P | 2,675 | $126.6 萬 | 0.00% | +1,624+154.5% | 加碼 |
| Milestones Administradora de Recursos Ltda. | 2,680 | $126.9 萬 | 0.65% | −1,800−40.2% | 減碼 |
| Capital Investment Advisors, LLC | 2,726 | $129.0 萬 | 0.03% | +2,726 | 新進 |
| Simplex Trading, LLC | 2,729 | $129.1 萬 | 0.04% | +608+28.7% | 加碼 |
| Verition Fund Management LLC | 2,737 | $129.6 萬 | 0.01% | +1,301+90.6% | 加碼 |
| Evermay Wealth Management LLC | 2,742 | $129.8 萬 | 0.20% | 00.0% | 不變 |
| Qtron Investments LLC | 2,757 | $130.5 萬 | 0.18% | 00.0% | 不變 |
| AXS Investments LLC | 2,757 | $130.5 萬 | 0.36% | +80+3.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,766 | $130.9 萬 | 0.05% | +93+3.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 2,801 | $132.6 萬 | 0.45% | −210−7.0% | 減碼 |
| Avitas Wealth Management LLC | 2,803 | $132.7 萬 | 0.18% | +22+0.8% | 加碼 |
| Lecap Asset Management Ltd | 2,847 | $134.8 萬 | 0.37% | −980−25.6% | 減碼 |
| Central Trust Co | 2,873 | $136.0 萬 | 0.03% | −144−4.8% | 減碼 |
| Waldron Private Wealth LLC | 2,887 | $136.7 萬 | 0.06% | +6+0.2% | 加碼 |
| Monte Financial Group, LLC | 2,895 | $137.0 萬 | 0.59% | −33−1.1% | 減碼 |
| Rockline Wealth Management, LLC | 2,897 | $137.1 萬 | 0.37% | +95+3.4% | 加碼 |
| Great Lakes Retirement, Inc. | 2,904 | $137.4 萬 | 0.18% | +171+6.3% | 加碼 |
| Clark Capital Management Group, Inc. | 2,945 | $139.4 萬 | 0.01% | −390−11.7% | 減碼 |
| Boston Private Wealth LLC | 2,948 | $139.6 萬 | 0.03% | +2,948 | 新進 |
| Coldstream Capital Management Inc | 2,953 | $139.8 萬 | 0.03% | +59+2.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,960 | $140.1 萬 | 0.01% | +405+15.9% | 加碼 |
| MAI Capital Management | 2,964 | $140.3 萬 | 0.01% | +743+33.5% | 加碼 |
| GeoWealth Management, LLC | 2,970 | $140.6 萬 | 0.05% | +355+13.6% | 加碼 |
| Sciencast Management LP | 2,982 | $141.2 萬 | 0.39% | +2,982 | 新進 |
| Frank, Rimerman Advisors LLC | 2,983 | $141.2 萬 | 0.10% | −1,316−30.6% | 減碼 |
| Vestcor Inc | 2,989 | $141.5 萬 | 0.05% | −256−7.9% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 3,004 | $142.2 萬 | 0.26% | −3−0.1% | 減碼 |
| Wolverine Trading, LLC | 3,048 | $144.3 萬 | 0.03% | −899−22.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,014 | $144.4 萬 | 0.02% | +1,270+72.8% | 加碼 |
| CWM, LLC | 3,087 | $146.1 萬 | 0.01% | −21−0.7% | 減碼 |
| CWA Asset Management Group, LLC | 3,095 | $146.5 萬 | 0.07% | +74+2.4% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,104 | $146.9 萬 | 0.25% | 00.0% | 不變 |
| Okabena Investment Services Inc | 3,105 | $147.0 萬 | 0.41% | +338+12.2% | 加碼 |
| V-Square Quantitative Management LLC | 3,111 | $147.3 萬 | 0.21% | −19−0.6% | 減碼 |
| Equitable Trust Co | 3,113 | $147.4 萬 | 0.08% | 00.0% | 不變 |
| Hills Bank & Trust Co | 3,113 | $147.4 萬 | 0.11% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 3,127 | $148.0 萬 | 0.20% | −2,658−45.9% | 減碼 |
| Avantax Advisory Services, Inc. | 3,128 | $148.1 萬 | 0.01% | +76+2.5% | 加碼 |
| Global Endowment Management, LP | 3,159 | $149.5 萬 | 0.19% | +11+0.3% | 加碼 |
| Bridges Investment Management Inc | 3,164 | $149.8 萬 | 0.02% | −10.0% | 減碼 |
| HB Wealth Management, LLC | 3,181 | $150.6 萬 | 0.02% | +217+7.3% | 加碼 |
| Capstone Investment Advisors, LLC | 3,187 | $150.9 萬 | 0.01% | −589−15.6% | 減碼 |
| D.A. Davidson & Co. | 3,206 | $151.8 萬 | 0.01% | +326+11.3% | 加碼 |
| Park Avenue Securities LLC | 3,212 | $152.0 萬 | 0.02% | +78+2.5% | 加碼 |
| Harbert Fund Advisors, Inc. | 3,250 | $153.8 萬 | 1.34% | +1,100+51.2% | 加碼 |