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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 2,870 | $112.2 萬 | 0.07% | 00.0% | 不變 |
| FORA Capital, LLC | 2,881 | $112.5 萬 | 0.44% | +2,881 | 新進 |
| IndexIQ Advisors LLC | 2,893 | $112.9 萬 | 0.04% | +82+2.9% | 加碼 |
| Regal Investment Advisors LLC | 2,893 | $113.0 萬 | 0.10% | −600−17.2% | 減碼 |
| Pensionfund DSM Netherlands | 2,900 | $113.3 萬 | 0.13% | 00.0% | 不變 |
| Altium Wealth Management LLC | 2,901 | $113.3 萬 | 0.07% | +181+6.7% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,914 | $113.8 萬 | 0.19% | −131−4.3% | 減碼 |
| Brewin Dolphin Ltd | 2,924 | $114.2 萬 | 0.05% | −180−5.8% | 減碼 |
| Keebeck Wealth Management, LLC | 2,968 | $115.9 萬 | 0.21% | +190+6.8% | 加碼 |
| Mystic Asset Management, Inc. | 3,000 | $117.1 萬 | 0.55% | +3,000 | 新進 |
| Washington Trust Advisors, Inc. | 2,999 | $117.2 萬 | 0.08% | +2,999 | 新進 |
| Wealthspire Advisors, LLC | 3,032 | $118.4 萬 | 0.03% | +190+6.7% | 加碼 |
| Cavalier Investments, LLC | 3,076 | $120.1 萬 | 0.31% | +3,076 | 新進 |
| Okabena Investment Services Inc | 3,077 | $120.2 萬 | 0.46% | +41+1.4% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,104 | $121.2 萬 | 0.28% | −5−0.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,184 | $124.3 萬 | 0.00% | +81+2.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 3,207 | $125.3 萬 | 0.06% | +4+0.1% | 加碼 |
| Inverness Counsel LLC | 3,221 | $125.8 萬 | 0.05% | −2,274−41.4% | 減碼 |
| National Asset Management, Inc. | 3,233 | $126.2 萬 | 0.04% | +38+1.2% | 加碼 |
| HM Payson & Co | 3,237 | $126.4 萬 | 0.03% | −12−0.4% | 減碼 |
| Signaturefd, LLC | 3,256 | $127.2 萬 | 0.04% | +135+4.3% | 加碼 |
| Brave Warrior Advisors, LLC | 3,279 | $128.1 萬 | 0.04% | 00.0% | 不變 |
| AdvisorShares Investments LLC | 3,297 | $128.8 萬 | 0.16% | −387−10.5% | 減碼 |
| Astrantus Ltd | 3,300 | $128.9 萬 | 0.96% | +3,300 | 新進 |
| Anchor Investment Management, LLC | 3,320 | $129.7 萬 | 0.16% | 00.0% | 不變 |
| Umb Bank N A | 3,321 | $129.7 萬 | 0.02% | +3,321 | 新進 |
| Hills Bank & Trust Co | 3,323 | $129.8 萬 | 0.18% | −35−1.0% | 減碼 |
| Naples Global Advisors, LLC | 3,325 | $129.9 萬 | 0.15% | +53+1.6% | 加碼 |
| Asset Management Group, Inc. | 3,364 | $131.4 萬 | 0.26% | 00.0% | 不變 |
| Everence Capital Management Inc | 3,375 | $131.8 萬 | 0.10% | 00.0% | 不變 |
| Sandy Spring Bank | 3,394 | $132.5 萬 | 0.06% | −305−8.2% | 減碼 |
| Angeles Investment Advisors, LLC | 3,428 | $133.9 萬 | 0.07% | +510+17.5% | 加碼 |
| Ieq Capital, LLC | 3,470 | $135.5 萬 | 0.03% | +170+5.2% | 加碼 |
| Exchange Capital Management, Inc. | 3,491 | $136.4 萬 | 0.25% | −32−0.9% | 減碼 |
| Quest Investment Management LLC | 3,552 | $138.7 萬 | 0.12% | −126−3.4% | 減碼 |
| SRN Advisors, LLC | 3,567 | $139.3 萬 | 0.50% | +563+18.7% | 加碼 |
| GWM Advisors LLC | 3,583 | $139.9 萬 | 0.02% | +1,044+41.1% | 加碼 |
| Lido Advisors, LLC | 3,594 | $140.3 萬 | 0.03% | +38+1.1% | 加碼 |
| Claar Advisors LLC | 3,600 | $140.6 萬 | 0.40% | 00.0% | 不變 |
| PDT Partners, LLC | 3,600 | $140.6 萬 | 0.11% | +1,300+56.5% | 加碼 |
| TrimTabs Asset Management, LLC | 3,639 | $142.1 萬 | 0.70% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,649 | $142.5 萬 | 0.27% | +74+2.1% | 加碼 |
| Telemus Capital, LLC | 3,653 | $142.7 萬 | 0.12% | −28−0.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,673 | $143.5 萬 | 0.05% | 00.0% | 不變 |
| Cigna Investments Inc | 3,691 | $144.2 萬 | 0.11% | −1,340−26.6% | 減碼 |
| Long Road Investment Counsel, LLC | 3,700 | $144.5 萬 | 0.57% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 3,725 | $145.4 萬 | 0.51% | 00.0% | 不變 |
| Greenleaf Trust | 3,781 | $147.7 萬 | 0.02% | +226+6.4% | 加碼 |
| AMS Capital Ltda | 3,820 | $149.2 萬 | 0.33% | +3,820 | 新進 |
| Cresset Asset Management, LLC | 3,877 | $151.5 萬 | 0.01% | +378+10.8% | 加碼 |
| Aigen Investment Management, LP | 3,865 | $152.5 萬 | 0.09% | +1,329+52.4% | 加碼 |
| Inherent Group, LP | 4,000 | $156.2 萬 | 0.41% | −4,606−53.5% | 減碼 |
| Van Strum & Towne Inc. | 4,000 | $156.2 萬 | 0.57% | 00.0% | 不變 |
| Essex Savings Bank | 4,022 | $157.1 萬 | 0.53% | −20.0% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 4,026 | $157.2 萬 | 0.06% | +756+23.1% | 加碼 |
| Toroso Investments, LLC | 4,025 | $157.2 萬 | 0.05% | +1,215+43.2% | 加碼 |
| Redmond Asset Management, LLC | 4,033 | $157.5 萬 | 0.44% | −45−1.1% | 減碼 |
| Clark Capital Management Group, Inc. | 4,073 | $159.1 萬 | 0.02% | −54−1.3% | 減碼 |
| Baader Bank INC | 4,107 | $160.4 萬 | 0.13% | +4,107 | 新進 |
| Caxton Associates LP | 4,111 | $160.6 萬 | 0.20% | +3,308+412.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 4,164 | $162.6 萬 | 0.01% | +207+5.2% | 加碼 |
| Roundview Capital LLC | 4,181 | $163.3 萬 | 0.16% | +37+0.9% | 加碼 |
| Change Path, LLC | 4,232 | $165.3 萬 | 0.08% | +570+15.6% | 加碼 |
| Pathstone Family Office, LLC | 4,239 | $165.5 萬 | 0.04% | +215+5.3% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,281 | $167.2 萬 | 0.05% | −9,540−69.0% | 減碼 |
| Citizens Financial Group Inc | 4,311 | $168.1 萬 | 0.06% | +16+0.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,306 | $168.2 萬 | 0.16% | +57+1.3% | 加碼 |
| Haverford Financial Services, Inc. | 4,310 | $168.3 萬 | 0.38% | 00.0% | 不變 |
| Marshall Financial Group LLC | 4,369 | $170.7 萬 | 0.63% | +23+0.5% | 加碼 |
| BTG Pactual Global Asset Management Ltd | 4,396 | $171.7 萬 | 1.79% | −210−4.6% | 減碼 |
| Quantamental Technologies LLC | 4,406 | $172.1 萬 | 0.87% | +4,406 | 新進 |
| Ci Investments Inc. | 4,498 | $175.7 萬 | 0.01% | +2,442+118.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,532 | $177.0 萬 | 0.02% | −167−3.6% | 減碼 |
| HB Wealth Management, LLC | 4,534 | $177.1 萬 | 0.04% | +4,534 | 新進 |
| Donoghue Forlines LLC | 4,589 | $179.2 萬 | 0.30% | +4,589 | 新進 |
| Rossmore Private Capital | 4,600 | $179.7 萬 | 0.28% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 4,623 | $180.5 萬 | 0.06% | 00.0% | 不變 |
| Bank Pictet & Cie (Asia) Ltd | 4,698 | $183.5 萬 | 0.43% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 4,712 | $184.0 萬 | 0.21% | +2,683+132.2% | 加碼 |
| Kinneret Advisory, LLC | 4,747 | $185.4 萬 | 0.19% | 00.0% | 不變 |
| Cetera Investment Advisers | 4,758 | $185.8 萬 | 0.03% | +157+3.4% | 加碼 |
| NFJ Investment Group, LLC | 4,784 | $186.9 萬 | 0.03% | −204−4.1% | 減碼 |
| Redpoint Investment Management Pty Ltd | 4,792 | $187.2 萬 | 0.15% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 4,793 | $187.2 萬 | 0.12% | +4,793 | 新進 |
| Ativo Capital Management LLC | 4,852 | $189.5 萬 | 0.84% | −115−2.3% | 減碼 |
| Mercer Global Advisors Inc | 4,866 | $190.1 萬 | 0.01% | +488+11.1% | 加碼 |
| Blue Fin Capital, Inc. | 4,877 | $190.4 萬 | 0.53% | −231−4.5% | 減碼 |
| Ingalls & Snyder LLC | 4,886 | $190.8 萬 | 0.09% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 4,922 | $192.2 萬 | 0.11% | +142+3.0% | 加碼 |
| Walleye Trading LLC | 4,934 | $192.7 萬 | 0.03% | +4,151+530.1% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 4,952 | $193.4 萬 | 0.56% | 00.0% | 不變 |
| Huntington National Bank | 4,963 | $193.9 萬 | 0.02% | −58−1.2% | 減碼 |
| Ferris Capital, LLC | 5,104 | $199.4 萬 | 0.43% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 5,109 | $199.5 萬 | 0.38% | +377+8.0% | 加碼 |
| Brinker Capital Investments, LLC | 5,160 | $201.5 萬 | 0.03% | +1,785+52.9% | 加碼 |
| Advisor Partners LLC | 5,234 | $204.5 萬 | 0.12% | +10.0% | 加碼 |
| Sterling Investment Management, Inc. | 5,270 | $205.8 萬 | 1.28% | −60−1.1% | 減碼 |
| Cypress Capital Group | 5,292 | $206.7 萬 | 0.26% | +130+2.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,323 | $207.9 萬 | 0.01% | +4,650+690.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,349 | $208.9 萬 | 0.82% | −75−1.4% | 減碼 |