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 3 季 13F 持有人
Moodys Corp 在 2021/9/30 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
- 976
- 較 2021 年第 2 季 +51 家
- 持有股數
- 1.70 億
- 較 2021 年第 2 季 −109.7 萬 (−0.6%)
- 總市值
- $602.3 億
- 較 2021 年第 2 季 −$16.0 億 (−2.6%)
- 新進機構
- 101
- 另有 335 家加碼
- 清倉機構
- 50
- 另有 314 家減碼
另有 18 家機構在 2021 年第 2 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2,235 | $79.4 萬 | 0.03% | +240+12.0% | 加碼 |
| Encompass Wealth Advisors, LLC | 2,250 | $79.8 萬 | 0.21% | −450−16.7% | 減碼 |
| AlphaCrest Capital Management LLC | 2,252 | $80.0 萬 | 0.04% | +852+60.9% | 加碼 |
| Waldron Private Wealth LLC | 2,270 | $80.6 萬 | 0.05% | +244+12.0% | 加碼 |
| Whittier Trust Co | 2,286 | $81.2 萬 | 0.01% | 00.0% | 不變 |
| PDT Partners, LLC | 2,300 | $81.7 萬 | 0.06% | +2,300 | 新進 |
| Lumature Wealth Partners, LLC | 2,319 | $82.4 萬 | 0.34% | +98+4.4% | 加碼 |
| Bienville Capital Management, LLC | 2,327 | $82.6 萬 | 0.47% | 00.0% | 不變 |
| Rice Hall James & Associates, LLC | 2,366 | $84.0 萬 | 0.03% | 00.0% | 不變 |
| Range Financial Group LLC | 2,368 | $84.1 萬 | 0.61% | +220+10.2% | 加碼 |
| Caxton Corp | 2,380 | $84.5 萬 | 0.68% | −2−0.1% | 減碼 |
| PFG Advisors | 2,405 | $85.4 萬 | 0.10% | +10+0.4% | 加碼 |
| Accretive Wealth Partners, LLC | 2,412 | $85.6 萬 | 0.60% | +86+3.7% | 加碼 |
| Profund Advisors LLC | 2,428 | $86.2 萬 | 0.03% | −52−2.1% | 減碼 |
| WMS Partners, LLC | 2,473 | $87.8 萬 | 0.13% | +583+30.8% | 加碼 |
| Capital Analysts, LLC | 2,520 | $89.5 萬 | 0.06% | +35+1.4% | 加碼 |
| Heartland Bank & Trust Co | 2,522 | $89.6 萬 | 0.77% | +853+51.1% | 加碼 |
| Heritage Wealth Management, LLC | 2,535 | $90.0 萬 | 0.32% | +344+15.7% | 加碼 |
| GWM Advisors LLC | 2,539 | $90.1 萬 | 0.02% | −91−3.5% | 減碼 |
| Aigen Investment Management, LP | 2,536 | $90.1 萬 | 0.17% | +1,901+299.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,550 | $90.6 萬 | 0.02% | −9−0.4% | 減碼 |
| Bartlett & Co. LLC | 2,550 | $90.6 萬 | 0.02% | −9−0.4% | 減碼 |
| Washington Trust Co | 2,569 | $91.2 萬 | 0.03% | −10.0% | 減碼 |
| Boston Private Wealth LLC | 2,571 | $91.3 萬 | 0.01% | +415+19.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,627 | $93.3 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,688 | $95.4 萬 | 0.03% | −44−1.6% | 減碼 |
| Tdam USA Inc. | 2,716 | $96.4 萬 | 0.06% | −10.0% | 減碼 |
| Altium Wealth Management LLC | 2,720 | $96.6 萬 | 0.07% | +33+1.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,754 | $97.8 萬 | 0.02% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 2,778 | $98.6 萬 | 0.19% | −346−11.1% | 減碼 |
| IndexIQ Advisors LLC | 2,811 | $99.8 萬 | 0.03% | +139+5.2% | 加碼 |
| Toroso Investments, LLC | 2,810 | $99.8 萬 | 0.04% | +417+17.4% | 加碼 |
| Homrich & Berg | 2,811 | $99.8 萬 | 0.02% | +2,811 | 新進 |
| Seeyond | 2,830 | $100.4 萬 | 0.10% | +2,085+279.9% | 加碼 |
| Wealthspire Advisors, LLC | 2,842 | $100.9 萬 | 0.02% | +328+13.0% | 加碼 |
| Bahl & Gaynor Inc | 2,866 | $101.8 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 2,870 | $102.0 萬 | 0.07% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 2,900 | $103.0 萬 | 0.13% | −8,600−74.8% | 減碼 |
| Rodgers Brothers Inc. | 2,911 | $103.4 萬 | 0.21% | +311+12.0% | 加碼 |
| Angeles Investment Advisors, LLC | 2,918 | $103.6 萬 | 0.06% | +329+12.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,922 | $103.7 萬 | 0.06% | −500−14.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 2,964 | $105.3 萬 | 0.34% | +2,964 | 新進 |
| SRN Advisors, LLC | 3,004 | $106.7 萬 | 0.49% | −1,971−39.6% | 減碼 |
| Point72 Hong Kong Ltd | 3,015 | $107.1 萬 | 0.08% | +3,015 | 新進 |
| Okabena Investment Services Inc | 3,036 | $107.8 萬 | 0.57% | −620−17.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 3,045 | $108.1 萬 | 0.20% | +145+5.0% | 加碼 |
| Redwood Investment Management, LLC | 3,052 | $108.4 萬 | 0.15% | +2,084+215.3% | 加碼 |
| Ropes Wealth Advisors LLC | 3,072 | $109.1 萬 | 0.17% | −118−3.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,103 | $110.2 萬 | 0.00% | +677+27.9% | 加碼 |
| Brewin Dolphin Ltd | 3,104 | $110.2 萬 | 0.05% | −699−18.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,109 | $110.4 萬 | 0.28% | 00.0% | 不變 |
| Geo Capital Gestora de Recursos Ltd | 3,121 | $110.8 萬 | 0.51% | −8,735−73.7% | 減碼 |
| Signaturefd, LLC | 3,121 | $110.8 萬 | 0.04% | −176−5.3% | 減碼 |
| Meitav Dash Investments Ltd | 3,160 | $113.0 萬 | 0.02% | +250+8.6% | 加碼 |
| National Asset Management, Inc. | 3,195 | $113.5 萬 | 0.04% | −240−7.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 3,203 | $113.7 萬 | 0.05% | +3+0.1% | 加碼 |
| Vestcor Inc | 3,214 | $114.1 萬 | 0.04% | −342−9.6% | 減碼 |
| HM Payson & Co | 3,249 | $115.4 萬 | 0.03% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 3,270 | $116.1 萬 | 0.05% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 3,272 | $116.2 萬 | 0.15% | −150−4.4% | 減碼 |
| Brave Warrior Advisors, LLC | 3,279 | $116.4 萬 | 0.04% | 00.0% | 不變 |
| World Asset Management Inc | 3,299 | $117.2 萬 | 0.12% | −288−8.0% | 減碼 |
| Ieq Capital, LLC | 3,300 | $117.2 萬 | 0.03% | +641+24.1% | 加碼 |
| Bridgewater Associates, LP | 3,318 | $117.8 萬 | 0.01% | +3,318 | 新進 |
| Anchor Investment Management, LLC | 3,320 | $117.9 萬 | 0.16% | 00.0% | 不變 |
| Human Investing LLC | 3,322 | $118.0 萬 | 0.28% | −81−2.4% | 減碼 |
| Hills Bank & Trust Co | 3,358 | $119.3 萬 | 0.18% | −35−1.0% | 減碼 |
| Asset Management Group, Inc. | 3,364 | $119.5 萬 | 0.25% | 00.0% | 不變 |
| Everence Capital Management Inc | 3,375 | $119.8 萬 | 0.10% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 3,375 | $122.3 萬 | 0.02% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 3,493 | $124.0 萬 | 0.12% | −240−6.4% | 減碼 |
| Cresset Asset Management, LLC | 3,499 | $124.3 萬 | 0.02% | +189+5.7% | 加碼 |
| Exchange Capital Management, Inc. | 3,523 | $125.1 萬 | 0.24% | −185−5.0% | 減碼 |
| Lido Advisors, LLC | 3,556 | $126.2 萬 | 0.03% | −21−0.6% | 減碼 |
| Greenleaf Trust | 3,555 | $126.2 萬 | 0.02% | +115+3.3% | 加碼 |
| Live Oak Private Wealth LLC | 3,575 | $127.0 萬 | 0.26% | +318+9.8% | 加碼 |
| Claar Advisors LLC | 3,600 | $127.8 萬 | 0.38% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 3,673 | $130.4 萬 | 0.05% | 00.0% | 不變 |
| Quest Investment Management LLC | 3,678 | $130.6 萬 | 0.12% | +262+7.7% | 加碼 |
| Change Path, LLC | 3,662 | $130.7 萬 | 0.08% | +254+7.5% | 加碼 |
| Telemus Capital, LLC | 3,681 | $130.7 萬 | 0.11% | +414+12.7% | 加碼 |
| AdvisorShares Investments LLC | 3,684 | $130.8 萬 | 0.21% | 00.0% | 不變 |
| Sandy Spring Bank | 3,699 | $131.3 萬 | 0.07% | −210−5.4% | 減碼 |
| Long Road Investment Counsel, LLC | 3,700 | $131.4 萬 | 0.58% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 3,725 | $132.3 萬 | 0.50% | +75+2.1% | 加碼 |
| TrimTabs Asset Management, LLC | 3,639 | $136.9 萬 | 0.66% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 3,910 | $138.9 萬 | 0.00% | +1,288+49.1% | 加碼 |
| Ballentine Partners, LLC | 3,954 | $140.4 萬 | 0.05% | +22+0.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 3,957 | $140.5 萬 | 0.01% | −352−8.2% | 減碼 |
| Van Strum & Towne Inc. | 4,000 | $142.0 萬 | 0.56% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 4,024 | $142.9 萬 | 0.04% | +7+0.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,048 | $143.7 萬 | 0.17% | +4,048 | 新進 |
| Redmond Asset Management, LLC | 4,078 | $144.8 萬 | 0.45% | +25+0.6% | 加碼 |
| JustInvest LLC | 4,088 | $145.2 萬 | 0.13% | −1,129−21.6% | 減碼 |
| Clark Capital Management Group, Inc. | 4,127 | $146.6 萬 | 0.02% | +56+1.4% | 加碼 |
| Roundview Capital LLC | 4,144 | $147.2 萬 | 0.16% | +111+2.8% | 加碼 |
| TriaGen Wealth Management LLC | 4,185 | $148.6 萬 | 0.81% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,249 | $150.9 萬 | 0.16% | +59+1.4% | 加碼 |
| Polar Asset Management Partners Inc. | 4,258 | $151.2 萬 | 0.02% | +4,258 | 新進 |
| Citizens Financial Group Inc | 4,295 | $152.5 萬 | 0.06% | +3,295+329.5% | 加碼 |