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 1,415 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 |
|---|---|---|---|---|---|
| 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 |
| Asset Management Group, Inc. | 3,364 | $121.9 萬 | 0.25% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 3,320 | $120.3 萬 | 0.17% | −110−3.2% | 減碼 |
| Cresset Asset Management, LLC | 3,310 | $120.0 萬 | 0.02% | +432+15.0% | 加碼 |
| Signaturefd, LLC | 3,297 | $119.5 萬 | 0.05% | −109−3.2% | 減碼 |
| Brave Warrior Advisors, LLC | 3,279 | $118.8 萬 | 0.04% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 3,270 | $118.5 萬 | 0.05% | −160−4.7% | 減碼 |
| Telemus Capital, LLC | 3,267 | $118.4 萬 | 0.09% | +310+10.5% | 加碼 |
| Live Oak Private Wealth LLC | 3,257 | $118.0 萬 | 0.26% | +96+3.0% | 加碼 |
| HM Payson & Co | 3,249 | $117.7 萬 | 0.03% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 3,200 | $116.0 萬 | 0.06% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 3,190 | $115.6 萬 | 0.18% | −65−2.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,172 | $114.9 萬 | 0.02% | +1,349+74.0% | 加碼 |
| Keebeck Wealth Management, LLC | 3,124 | $113.2 萬 | 0.16% | +403+14.8% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,109 | $112.6 萬 | 0.30% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 3,056 | $110.7 萬 | 0.05% | −1,081−26.1% | 減碼 |
| Meitav Dash Investments Ltd | 2,910 | $106.1 萬 | 0.03% | +530+22.3% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,900 | $105.1 萬 | 0.19% | −128−4.2% | 減碼 |
| Smithfield Trust Co | 2,870 | $104.0 萬 | 0.07% | +500+21.1% | 加碼 |
| Bahl & Gaynor Inc | 2,866 | $103.9 萬 | 0.01% | 00.0% | 不變 |
| Tdam USA Inc. | 2,717 | $102.2 萬 | 0.06% | −22−0.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,754 | $99.8 萬 | 0.02% | −385−12.3% | 減碼 |
| Advisory Services Network, LLC | 2,732 | $99.0 萬 | 0.03% | −308−10.1% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,700 | $97.8 萬 | 0.24% | 00.0% | 不變 |
| Altium Wealth Management LLC | 2,687 | $97.4 萬 | 0.07% | +18+0.7% | 加碼 |
| IndexIQ Advisors LLC | 2,672 | $96.8 萬 | 0.03% | +68+2.6% | 加碼 |
| Ieq Capital, LLC | 2,659 | $96.3 萬 | 0.03% | +525+24.6% | 加碼 |
| GWM Advisors LLC | 2,630 | $95.3 萬 | 0.03% | −158−5.7% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,627 | $95.2 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| Quantitative Investment Management, LLC | 2,607 | $94.4 萬 | 0.09% | −4,928−65.4% | 減碼 |
| Rodgers Brothers Inc. | 2,600 | $94.2 萬 | 0.18% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 2,589 | $93.8 萬 | 0.06% | 00.0% | 不變 |
| Washington Trust Co | 2,570 | $93.1 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,559 | $92.7 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. LLC | 2,559 | $92.7 萬 | 0.02% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 2,514 | $91.1 萬 | 0.02% | −2,484−49.7% | 減碼 |
| Capital Analysts, LLC | 2,485 | $90.0 萬 | 0.06% | −132−5.0% | 減碼 |
| Profund Advisors LLC | 2,480 | $89.8 萬 | 0.03% | −87−3.4% | 減碼 |
| Azzad Asset Management Inc | 2,464 | $89.3 萬 | 0.13% | −330−11.8% | 減碼 |
| Pacific Global Investment Management CO | 2,458 | $89.1 萬 | 0.18% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,426 | $87.9 萬 | 0.00% | −1,673−40.8% | 減碼 |
| D.B. Root & Company, LLC | 2,423 | $87.8 萬 | 0.33% | +1,092+82.0% | 加碼 |
| Rockland Trust Co | 2,420 | $87.7 萬 | 0.06% | −57−2.3% | 減碼 |
| Cumberland Partners Ltd | 2,400 | $87.0 萬 | 0.07% | −1,350−36.0% | 減碼 |
| Park Avenue Securities LLC | 2,397 | $86.9 萬 | 0.02% | +266+12.5% | 加碼 |
| PFG Advisors | 2,395 | $86.8 萬 | 0.10% | −30−1.2% | 減碼 |
| Toroso Investments, LLC | 2,393 | $86.7 萬 | 0.03% | +845+54.6% | 加碼 |
| Caxton Corp | 2,382 | $86.3 萬 | 0.59% | +1,020+74.9% | 加碼 |
| HighPoint Advisor Group LLC | 2,369 | $85.8 萬 | 0.09% | +427+22.0% | 加碼 |
| Rice Hall James & Associates, LLC | 2,366 | $85.7 萬 | 0.03% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 2,362 | $85.6 萬 | 0.02% | +2,362 | 新進 |
| Lake Street Advisors Group, LLC | 2,250 | $85.3 萬 | 0.06% | +22+1.0% | 加碼 |
| Bienville Capital Management, LLC | 2,327 | $84.3 萬 | 0.27% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 2,326 | $84.3 萬 | 0.61% | +160+7.4% | 加碼 |
| SG Americas Securities, LLC | 2,307 | $83.6 萬 | 0.00% | −16,817−87.9% | 減碼 |
| Cipher Capital LP | 2,302 | $83.4 萬 | 0.46% | +2,302 | 新進 |
| Whittier Trust Co | 2,286 | $82.9 萬 | 0.01% | 00.0% | 不變 |
| Nomura Holdings Inc | 2,266 | $82.1 萬 | 0.01% | −61,909−96.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,227 | $80.7 萬 | 0.03% | 00.0% | 不變 |
| Lumature Wealth Partners, LLC | 2,221 | $80.5 萬 | 0.33% | +133+6.4% | 加碼 |
| Heritage Wealth Management, LLC | 2,191 | $79.4 萬 | 0.30% | −10−0.5% | 減碼 |
| Raymond James Trust N.A. | 2,193 | $79.4 萬 | 0.03% | +91+4.3% | 加碼 |
| Boston Private Wealth LLC | 2,156 | $78.1 萬 | 0.01% | +504+30.5% | 加碼 |
| Range Financial Group LLC | 2,148 | $77.8 萬 | 0.57% | +335+18.5% | 加碼 |
| Clarius Group, LLC | 2,136 | $77.4 萬 | 0.07% | +32+1.5% | 加碼 |
| Old National Bancorp | 2,106 | $76.3 萬 | 0.03% | −5−0.2% | 減碼 |
| Veriti Management LLC | 2,100 | $76.1 萬 | 0.11% | +499+31.2% | 加碼 |
| Fullerton Fund Management Co Ltd. | 2,101 | $76.1 萬 | 0.05% | +2,101 | 新進 |
| Jump Financial, LLC | 2,071 | $75.1 萬 | 0.07% | +876+73.3% | 加碼 |
| Red Cedar Capital, LLC | 2,070 | $75.0 萬 | 0.47% | 00.0% | 不變 |
| Key Financial Inc | 1,970 | $74.1 萬 | 0.41% | +40+2.1% | 加碼 |
| Waldron Private Wealth LLC | 2,026 | $73.4 萬 | 0.05% | 00.0% | 不變 |
| Ci Investments Inc. | 2,014 | $73.0 萬 | 0.00% | −205−9.2% | 減碼 |
| Sunflower Bank, N.A. | 2,004 | $72.6 萬 | 0.11% | −33−1.6% | 減碼 |
| Stonebridge Capital Management Inc | 2,000 | $72.5 萬 | 0.26% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,995 | $72.3 萬 | 0.03% | +130+7.0% | 加碼 |
| Fishman Jay A Ltd | 1,925 | $69.8 萬 | 0.09% | −39−2.0% | 減碼 |
| Empirical Finance, LLC | 1,920 | $69.6 萬 | 0.11% | +270+16.4% | 加碼 |
| Riversedge Advisors, LLC | 1,912 | $69.3 萬 | 0.25% | 00.0% | 不變 |
| Highland Capital Management, LLC | 1,900 | $68.9 萬 | 0.04% | −100−5.0% | 減碼 |
| Curbstone Financial Management Corp | 1,900 | $68.9 萬 | 0.13% | −50−2.6% | 減碼 |
| WMS Partners, LLC | 1,890 | $68.5 萬 | 0.10% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 1,890 | $68.4 萬 | 0.06% | +1,890 | 新進 |
| Symmetry Partners, LLC | 1,881 | $68.2 萬 | 0.05% | 00.0% | 不變 |
| Madden Securities Corp | 1,865 | $67.6 萬 | 0.35% | 00.0% | 不變 |
| IMS Capital Management | 1,860 | $67.4 萬 | 0.40% | 00.0% | 不變 |
| Conning Inc. | 1,857 | $67.3 萬 | 0.02% | −189−9.2% | 減碼 |
| Dodge & Cox | 1,857 | $67.3 萬 | 0.00% | −156−7.7% | 減碼 |
| Legacy Private Trust Co. | 1,846 | $66.9 萬 | 0.06% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 1,821 | $66.0 萬 | 0.04% | 00.0% | 不變 |
| Fulcrum Asset Management LLP | – | $65.4 萬 | 0.27% | – | – |
| Castle Rock Wealth Management, LLC | 1,708 | $65.0 萬 | 0.24% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 1,794 | $65.0 萬 | 0.13% | +390+27.8% | 加碼 |
| Proequities, Inc. | 1,783 | $64.6 萬 | 0.04% | +1,013+131.6% | 加碼 |
| Credential Qtrade Securities Inc. | 1,772 | $64.2 萬 | 0.05% | +707+66.4% | 加碼 |
| Ashfield Capital Partners, LLC | 1,769 | $64.1 萬 | 0.05% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 1,721 | $62.4 萬 | 0.03% | +11+0.6% | 加碼 |