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 4 季 13F 持有人
Moodys Corp 在 2021/12/31 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
- 1,059
- 較 2021 年第 3 季 +98 家
- 持有股數
- 1.70 億
- 較 2021 年第 3 季 +52.8 萬 (+0.3%)
- 總市值
- $662.1 億
- 較 2021 年第 3 季 +$60.3 億 (+10.0%)
- 新進機構
- 158
- 另有 387 家加碼
- 清倉機構
- 60
- 另有 300 家減碼
另有 15 家機構在 2021 年第 3 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roanoke Asset Management Corp | 966 | $37.7 萬 | 0.12% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 971 | $37.9 萬 | 0.02% | +119+14.0% | 加碼 |
| Checchi Capital Advisers, LLC | 973 | $38.0 萬 | 0.04% | +15+1.6% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 1,000 | $39.1 萬 | 0.04% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 1,004 | $39.2 萬 | 0.03% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 1,006 | $39.3 萬 | 0.16% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 1,020 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| Hutner Capital Management Inc | 1,030 | $40.2 萬 | 0.23% | −7−0.7% | 減碼 |
| American Portfolios Advisors | 1,033 | $40.3 萬 | 0.01% | +143+16.1% | 加碼 |
| Resources Investment Advisors, LLC. | 1,042 | $40.7 萬 | 0.02% | +184+21.4% | 加碼 |
| Mark Stevens | 1,055 | $41.2 萬 | 0.04% | 00.0% | 不變 |
| Shelton Capital Management | 1,054 | $41.2 萬 | 0.01% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 1,054 | $41.2 萬 | 0.07% | +28+2.7% | 加碼 |
| Broadleaf Partners, LLC | 1,060 | $41.4 萬 | 0.13% | 00.0% | 不變 |
| JB Capital LLC | 1,070 | $41.8 萬 | 0.04% | +1+0.1% | 加碼 |
| CWM, LLC | 1,076 | $42.0 萬 | 0.00% | +1,076 | 新進 |
| Abbrea Capital, LLC | 1,080 | $42.2 萬 | 0.06% | +164+17.9% | 加碼 |
| GYL Financial Synergies, LLC | 1,086 | $42.4 萬 | 0.11% | +1,086 | 新進 |
| Moody National Bank Trust Division | 1,088 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 1,091 | $42.6 萬 | 0.07% | +132+13.8% | 加碼 |
| Proficio Capital Partners LLC | 1,106 | $43.2 萬 | 0.06% | +9+0.8% | 加碼 |
| Engine No. 1 LLC | 1,107 | $43.2 萬 | 0.09% | +242+28.0% | 加碼 |
| Patton Albertson Miller Group, LLC | 1,108 | $43.3 萬 | 0.07% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 1,111 | $43.4 萬 | 0.06% | +4+0.4% | 加碼 |
| Axxcess Wealth Management, LLC | 1,111 | $43.4 萬 | 0.03% | +1,111 | 新進 |
| Magellan Asset Management Ltd | 1,113 | $43.5 萬 | 0.00% | −151−11.9% | 減碼 |
| NewEdge Wealth, LLC | 1,121 | $43.8 萬 | 0.02% | +301+36.7% | 加碼 |
| FineMark National Bank & Trust | 1,157 | $45.2 萬 | 0.02% | −86−6.9% | 減碼 |
| Horizon Investments, LLC | 1,161 | $45.3 萬 | 0.01% | +20+1.8% | 加碼 |
| Rockefeller Capital Management L.P. | 1,162 | $45.3 萬 | 0.00% | +30+2.7% | 加碼 |
| WSFS Capital Management, LLC | 1,164 | $45.5 萬 | 0.17% | +1+0.1% | 加碼 |
| Modera Wealth Management, LLC | 1,164 | $45.5 萬 | 0.02% | +1,164 | 新進 |
| Trust Co of Vermont | 1,168 | $45.6 萬 | 0.03% | 00.0% | 不變 |
| Conning Inc. | 1,186 | $46.3 萬 | 0.01% | −276−18.9% | 減碼 |
| Veritas Investment Partners (UK) Ltd. | 1,185 | $46.3 萬 | 0.01% | 00.0% | 不變 |
| People's United Financial, Inc. | 1,188 | $46.4 萬 | 0.01% | −159−11.8% | 減碼 |
| Trillium Asset Management, LLC | 1,195 | $46.7 萬 | 0.01% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 1,195 | $46.7 萬 | 0.15% | 00.0% | 不變 |
| Gries Financial LLC | 1,200 | $46.9 萬 | 0.19% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,200 | $46.9 萬 | 0.05% | 00.0% | 不變 |
| Fenimore Asset Management Inc | 1,212 | $47.3 萬 | 0.01% | +1,212 | 新進 |
| Twin Tree Management, LP | 1,221 | $47.7 萬 | 0.01% | −18,192−93.7% | 減碼 |
| Sustainable Insight Capital Management, LLC | 1,223 | $47.8 萬 | 0.26% | +49+4.2% | 加碼 |
| Qtron Investments LLC | 1,227 | $47.9 萬 | 0.11% | +1,227 | 新進 |
| Cornerstone Advisory, LLC | 1,233 | $48.2 萬 | 0.07% | +100+8.8% | 加碼 |
| Cross Staff Investments Inc | 1,200 | $48.9 萬 | 0.44% | +1,200 | 新進 |
| Palisades Hudson Asset Management, L.P. | 1,258 | $49.1 萬 | 0.21% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 1,271 | $49.6 萬 | 0.01% | −50−3.8% | 減碼 |
| Penserra Capital Management LLC | 1,284 | $50.0 萬 | 0.01% | +601+88.0% | 加碼 |
| Johnson Investment Counsel Inc | 1,292 | $50.5 萬 | 0.01% | 00.0% | 不變 |
| Fayez Sarofim & Co | 1,307 | $51.0 萬 | 0.00% | +375+40.2% | 加碼 |
| Maple Capital Management, Inc. | 1,309 | $51.1 萬 | 0.06% | −14−1.1% | 減碼 |
| BTR Capital Management Inc | 1,314 | $51.3 萬 | 0.06% | −9−0.7% | 減碼 |
| Dowling & Yahnke LLC | 1,313 | $51.3 萬 | 0.02% | 00.0% | 不變 |
| XTX Topco Ltd | 1,336 | $52.2 萬 | 0.30% | +1,336 | 新進 |
| Boltwood Capital Management | 1,340 | $52.3 萬 | 0.19% | 00.0% | 不變 |
| Diversified Trust Co | 1,349 | $52.7 萬 | 0.02% | 00.0% | 不變 |
| Ossiam | 1,370 | $53.5 萬 | 0.01% | −4,986−78.4% | 減碼 |
| Federated Hermes, Inc. | 1,371 | $53.5 萬 | 0.00% | −36−2.6% | 減碼 |
| GeoWealth Management, LLC | 1,379 | $53.9 萬 | 0.04% | +1,379 | 新進 |
| Connectus Wealth, LLC | 1,378 | $53.9 萬 | 0.02% | +1,378 | 新進 |
| Savant Capital, LLC | 1,385 | $54.1 萬 | 0.02% | +61+4.6% | 加碼 |
| Argyle Capital Management Inc. | 1,400 | $54.7 萬 | 0.17% | 00.0% | 不變 |
| Chicago Trust Co NA | 1,400 | $54.7 萬 | 0.11% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 1,405 | $54.9 萬 | 0.01% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 1,400 | $54.9 萬 | 0.17% | 00.0% | 不變 |
| Rockland Trust Co | 1,408 | $55.0 萬 | 0.04% | −508−26.5% | 減碼 |
| Sentry Investment Management LLC | 1,407 | $55.0 萬 | 0.14% | 00.0% | 不變 |
| Metis Global Partners, LLC | 1,413 | $55.2 萬 | 0.15% | +1,413 | 新進 |
| DDD Partners, LLC | 1,417 | $55.3 萬 | 0.08% | +1,417 | 新進 |
| Stratos Wealth Advisors, LLC | 1,438 | $56.2 萬 | 0.04% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 1,438 | $56.2 萬 | 0.01% | +52+3.8% | 加碼 |
| Argent Trust Co | 1,446 | $56.5 萬 | 0.03% | −22−1.5% | 減碼 |
| Brave Asset Management Inc | 1,458 | $56.9 萬 | 0.16% | 00.0% | 不變 |
| Asahi Life Asset Management Co., Ltd. | 1,460 | $57.0 萬 | 0.07% | +700+92.1% | 加碼 |
| United Capital Financial Advisers, LLC | 1,463 | $57.1 萬 | 0.00% | −491−25.1% | 減碼 |
| Choate Investment Advisors | 1,463 | $57.1 萬 | 0.03% | +24+1.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 1,475 | $57.6 萬 | 0.11% | 00.0% | 不變 |
| Kendall Capital Management | 1,485 | $58.0 萬 | 0.28% | −35−2.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 1,708 | $58.4 萬 | 0.24% | 00.0% | 不變 |
| Alberta Investment Management Corp | 1,500 | $58.6 萬 | 0.00% | −21,800−93.6% | 減碼 |
| Atwood & Palmer Inc | 1,500 | $58.6 萬 | 0.05% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 1,514 | $59.1 萬 | 0.01% | +172+12.8% | 加碼 |
| DCM Advisors, LLC | 1,518 | $59.3 萬 | 0.17% | −53−3.4% | 減碼 |
| Miracle Mile Advisors, LLC | 1,529 | $59.7 萬 | 0.02% | +287+23.1% | 加碼 |
| Personal Cfo Solutions, LLC | 1,533 | $59.9 萬 | 0.11% | +1,533 | 新進 |
| RMB Capital Management, LLC | 1,551 | $60.6 萬 | 0.02% | −5−0.3% | 減碼 |
| Verdence Capital Advisors LLC | 1,562 | $61.0 萬 | 0.07% | +67+4.5% | 加碼 |
| Trust Asset Management LLC | 1,564 | $61.1 萬 | 0.08% | 00.0% | 不變 |
| Gofen & Glossberg LLC | 1,568 | $61.2 萬 | 0.01% | +5+0.3% | 加碼 |
| Credential Qtrade Securities Inc. | 1,571 | $61.4 萬 | 0.04% | −257−14.1% | 減碼 |
| IFP Advisors, Inc | 1,523 | $61.4 萬 | 0.01% | −121−7.4% | 減碼 |
| Spinnaker Trust | 1,585 | $61.9 萬 | 0.04% | 00.0% | 不變 |
| Machina Capital S.A.S. | 1,586 | $61.9 萬 | 1.49% | +1,586 | 新進 |
| CAPROCK Group, Inc. | 1,587 | $62.0 萬 | 0.05% | +145+10.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,587 | $62.0 萬 | 0.05% | +208+15.1% | 加碼 |
| MAI Capital Management | 1,589 | $62.1 萬 | 0.01% | +10+0.6% | 加碼 |
| Cumberland Partners Ltd | 1,600 | $62.5 萬 | 0.04% | −100−5.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 1,611 | $62.9 萬 | 0.02% | +868+116.8% | 加碼 |
| Personal Capital Advisors Corp | 1,614 | $63.0 萬 | 0.00% | −47−2.8% | 減碼 |