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。
2021 年第 2 季 13F 持有人
Moodys Corp 在 2021/6/30 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
- 943
- 較 2021 年第 1 季 +24 家
- 持有股數
- 1.71 億
- 較 2021 年第 1 季 +142.5 萬 (+0.8%)
- 總市值
- $620.1 億
- 較 2021 年第 1 季 +$113.2 億 (+22.3%)
- 新進機構
- 87
- 另有 329 家加碼
- 清倉機構
- 63
- 另有 301 家減碼
另有 4 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | 1,415 | $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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Azzad Asset Management Inc | 2,464 | $89.3 萬 | 0.13% | −330−11.8% | 減碼 |
| Profund Advisors LLC | 2,480 | $89.8 萬 | 0.03% | −87−3.4% | 減碼 |
| Capital Analysts, LLC | 2,485 | $90.0 萬 | 0.06% | −132−5.0% | 減碼 |
| Wealthspire Advisors, LLC | 2,514 | $91.1 萬 | 0.02% | −2,484−49.7% | 減碼 |
| Bartlett & Co. LLC | 2,559 | $92.7 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,559 | $92.7 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Co | 2,570 | $93.1 萬 | 0.03% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 2,589 | $93.8 萬 | 0.06% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 2,600 | $94.2 萬 | 0.18% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 2,607 | $94.4 萬 | 0.09% | −4,928−65.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,622 | $95.0 萬 | 0.00% | −3,657−58.2% | 減碼 |
| QS Investors, LLC | 2,621 | $95.0 萬 | 0.01% | −20−0.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,627 | $95.2 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 2,630 | $95.3 萬 | 0.03% | −158−5.7% | 減碼 |
| Ieq Capital, LLC | 2,659 | $96.3 萬 | 0.03% | +525+24.6% | 加碼 |
| IndexIQ Advisors LLC | 2,672 | $96.8 萬 | 0.03% | +68+2.6% | 加碼 |
| Altium Wealth Management LLC | 2,687 | $97.4 萬 | 0.07% | +18+0.7% | 加碼 |
| Encompass Wealth Advisors, LLC | 2,700 | $97.8 萬 | 0.24% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,732 | $99.0 萬 | 0.03% | −308−10.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,754 | $99.8 萬 | 0.02% | −385−12.3% | 減碼 |
| Tdam USA Inc. | 2,717 | $102.2 萬 | 0.06% | −22−0.8% | 減碼 |
| Bahl & Gaynor Inc | 2,866 | $103.9 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 2,870 | $104.0 萬 | 0.07% | +500+21.1% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,900 | $105.1 萬 | 0.19% | −128−4.2% | 減碼 |
| Meitav Dash Investments Ltd | 2,910 | $106.1 萬 | 0.03% | +530+22.3% | 加碼 |
| Gotham Asset Management, LLC | 3,056 | $110.7 萬 | 0.05% | −1,081−26.1% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,109 | $112.6 萬 | 0.30% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 3,124 | $113.2 萬 | 0.16% | +403+14.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 3,172 | $114.9 萬 | 0.02% | +1,349+74.0% | 加碼 |
| Ropes Wealth Advisors LLC | 3,190 | $115.6 萬 | 0.18% | −65−2.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 3,200 | $116.0 萬 | 0.06% | 00.0% | 不變 |
| HM Payson & Co | 3,249 | $117.7 萬 | 0.03% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,257 | $118.0 萬 | 0.26% | +96+3.0% | 加碼 |
| Telemus Capital, LLC | 3,267 | $118.4 萬 | 0.09% | +310+10.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 3,270 | $118.5 萬 | 0.05% | −160−4.7% | 減碼 |
| Brave Warrior Advisors, LLC | 3,279 | $118.8 萬 | 0.04% | 00.0% | 不變 |
| Signaturefd, LLC | 3,297 | $119.5 萬 | 0.05% | −109−3.2% | 減碼 |
| Cresset Asset Management, LLC | 3,310 | $120.0 萬 | 0.02% | +432+15.0% | 加碼 |
| Anchor Investment Management, LLC | 3,320 | $120.3 萬 | 0.17% | −110−3.2% | 減碼 |
| Asset Management Group, Inc. | 3,364 | $121.9 萬 | 0.25% | 00.0% | 不變 |
| Everence Capital Management Inc | 3,375 | $122.3 萬 | 0.10% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 3,375 | $122.3 萬 | 0.02% | +1,146+51.4% | 加碼 |
| Hills Bank & Trust Co | 3,393 | $122.9 萬 | 0.19% | 00.0% | 不變 |
| Human Investing LLC | 3,403 | $123.3 萬 | 0.30% | −96−2.7% | 減碼 |
| Change Path, LLC | 3,408 | $123.5 萬 | 0.08% | +233+7.3% | 加碼 |
| Quest Investment Management LLC | 3,416 | $123.8 萬 | 0.11% | −860−20.1% | 減碼 |
| Naples Global Advisors, LLC | 3,422 | $124.0 萬 | 0.17% | −25−0.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,422 | $124.0 萬 | 0.07% | +900+35.7% | 加碼 |
| National Asset Management, Inc. | 3,435 | $124.5 萬 | 0.04% | +414+13.7% | 加碼 |
| Greenleaf Trust | 3,440 | $124.7 萬 | 0.02% | +232+7.2% | 加碼 |
| Vestcor Inc | 3,556 | $128.9 萬 | 0.04% | −181−4.8% | 減碼 |
| Lido Advisors, LLC | 3,577 | $129.6 萬 | 0.03% | −98−2.7% | 減碼 |
| World Asset Management Inc | 3,587 | $130.0 萬 | 0.12% | −129−3.5% | 減碼 |
| Claar Advisors LLC | 3,600 | $130.5 萬 | 0.39% | 00.0% | 不變 |
| Virtu Financial LLC | 3,626 | $131.4 萬 | 0.13% | +3,626 | 新進 |
| Aft, Forsyth & Sober, LLC | 3,650 | $132.3 萬 | 0.50% | −4,200−53.5% | 減碼 |
| Okabena Investment Services Inc | 3,656 | $132.5 萬 | 0.62% | −236−6.1% | 減碼 |
| TrimTabs Asset Management, LLC | 3,639 | $132.8 萬 | 0.68% | −701−16.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,673 | $133.1 萬 | 0.06% | 00.0% | 不變 |
| AdvisorShares Investments LLC | 3,684 | $133.5 萬 | 0.18% | +210+6.0% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 3,696 | $133.9 萬 | 0.37% | +133+3.7% | 加碼 |
| Long Road Investment Counsel, LLC | 3,700 | $134.1 萬 | 0.59% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 3,708 | $134.4 萬 | 0.26% | 00.0% | 不變 |
| Essex Savings Bank | 4,032 | $135.2 萬 | 0.52% | −102−2.5% | 減碼 |
| Regal Investment Advisors LLC | 3,733 | $135.3 萬 | 0.14% | +3,733 | 新進 |
| Brewin Dolphin Ltd | 3,803 | $137.8 萬 | 0.06% | +1,489+64.3% | 加碼 |
| Sandy Spring Bank | 3,909 | $141.6 萬 | 0.08% | −280−6.7% | 減碼 |
| Ballentine Partners, LLC | 3,932 | $142.5 萬 | 0.05% | −3−0.1% | 減碼 |
| BP PLC | 3,939 | $142.6 萬 | 0.06% | −1,608−29.0% | 減碼 |
| Marshall Financial Group LLC | 3,956 | $143.4 萬 | 0.77% | −721−15.4% | 減碼 |
| Captrust Financial Advisors | 3,987 | $144.5 萬 | 0.01% | −373−8.6% | 減碼 |
| Van Strum & Towne Inc. | 4,000 | $144.9 萬 | 0.69% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 4,000 | $144.9 萬 | 0.06% | +300+8.1% | 加碼 |
| Pathstone Family Office, LLC | 4,017 | $145.5 萬 | 0.04% | +153+4.0% | 加碼 |
| Castellan Group, LLC | 4,018 | $145.6 萬 | 0.61% | 00.0% | 不變 |
| Roundview Capital LLC | 4,033 | $146.1 萬 | 0.16% | +611+17.9% | 加碼 |
| Redmond Asset Management, LLC | 4,053 | $146.9 萬 | 0.43% | −30−0.7% | 減碼 |
| Sterling Investment Management, Inc. | 4,055 | $146.9 萬 | 0.96% | +4,055 | 新進 |
| Tower Research Capital LLC (TRC) | 4,067 | $147.4 萬 | 0.04% | −8,614−67.9% | 減碼 |
| Clark Capital Management Group, Inc. | 4,071 | $147.5 萬 | 0.02% | −102−2.4% | 減碼 |
| Achmea Investment Management B.V. | 4,139 | $150.0 萬 | 0.05% | 00.0% | 不變 |
| Ergoteles LLC | 4,170 | $151.1 萬 | 0.03% | −16,160−79.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,190 | $151.8 萬 | 0.16% | −301−6.7% | 減碼 |
| Mercer Global Advisors Inc | 4,229 | $153.2 萬 | 0.01% | +704+20.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 4,309 | $156.1 萬 | 0.01% | +4,309 | 新進 |
| Haverford Financial Services, Inc. | 4,310 | $156.2 萬 | 0.38% | 00.0% | 不變 |
| Inverness Counsel LLC | 4,330 | $156.9 萬 | 0.06% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 4,185 | $157.4 萬 | 0.81% | −4,247−50.4% | 減碼 |
| CIBC World Markets Inc. | 4,529 | $164.1 萬 | 0.00% | +64+1.4% | 加碼 |
| IBM Retirement Fund | 4,574 | $165.7 萬 | 0.13% | −921−16.8% | 減碼 |
| Rossmore Private Capital | 4,600 | $166.7 萬 | 0.29% | 00.0% | 不變 |
| Sciencast Management LP | 4,478 | $166.9 萬 | 0.35% | +4,478 | 新進 |
| Bryn Mawr Trust Co | 4,623 | $167.5 萬 | 0.06% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 4,634 | $167.9 萬 | 0.34% | −29−0.6% | 減碼 |
| Cetera Investment Advisers | 4,682 | $169.7 萬 | 0.03% | +814+21.0% | 加碼 |
| Wetherby Asset Management Inc | 4,691 | $170.0 萬 | 0.10% | +254+5.7% | 加碼 |
| Kinneret Advisory, LLC | 4,747 | $172.0 萬 | 0.20% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 4,886 | $177.1 萬 | 0.08% | 00.0% | 不變 |
| Fortis Capital Management LLC | 4,900 | $177.6 萬 | 0.92% | −2,100−30.0% | 減碼 |
| Redpoint Investment Management Pty Ltd | 4,901 | $177.6 萬 | 0.15% | 00.0% | 不變 |