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。
2022 年第 1 季 13F 持有人
Moodys Corp 在 2022/3/31 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
- 1,023
- 較 2021 年第 4 季 −28 家
- 持有股數
- 1.70 億
- 較 2021 年第 4 季 +12.9 萬 (+0.1%)
- 總市值
- $573.0 億
- 較 2021 年第 4 季 −$88.9 億 (−13.4%)
- 新進機構
- 80
- 另有 386 家加碼
- 清倉機構
- 108
- 另有 348 家減碼
另有 8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 3,630 | $122.4 萬 | 0.02% | +36+1.0% | 加碼 |
| Baader Bank INC | 3,644 | $123.0 萬 | 0.10% | −463−11.3% | 減碼 |
| Clark Capital Management Group, Inc. | 3,650 | $123.2 萬 | 0.01% | −423−10.4% | 減碼 |
| Heritage Wealth Management, LLC | 3,696 | $124.7 萬 | 0.34% | +3,696 | 新進 |
| Long Road Investment Counsel, LLC | 3,700 | $124.8 萬 | 0.56% | 00.0% | 不變 |
| Paloma Partners Management Co | 3,726 | $125.7 萬 | 0.10% | −10,760−74.3% | 減碼 |
| Aft, Forsyth & Sober, LLC | 3,725 | $125.7 萬 | 0.49% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 3,731 | $125.9 萬 | 0.42% | +92+2.5% | 加碼 |
| Angeles Wealth Management, LLC | 3,780 | $127.5 萬 | 0.24% | +3,780 | 新進 |
| Quest Investment Management LLC | 3,800 | $128.2 萬 | 0.12% | +248+7.0% | 加碼 |
| Naples Global Advisors, LLC | 3,822 | $129.0 萬 | 0.15% | +497+14.9% | 加碼 |
| Ieq Capital, LLC | 3,845 | $129.7 萬 | 0.03% | +375+10.8% | 加碼 |
| Ci Investments Inc. | 3,900 | $131.6 萬 | 0.00% | −598−13.3% | 減碼 |
| AIA Group Ltd | 3,991 | $134.7 萬 | 0.06% | +1,796+81.8% | 加碼 |
| Van Strum & Towne Inc. | 4,000 | $135.0 萬 | 0.51% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 4,005 | $135.1 萬 | 0.01% | +128+3.3% | 加碼 |
| Essex Savings Bank | 4,022 | $135.7 萬 | 0.45% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 4,078 | $137.6 萬 | 0.41% | +45+1.1% | 加碼 |
| Roundview Capital LLC | 4,107 | $138.6 萬 | 0.14% | −74−1.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 4,136 | $139.6 萬 | 0.04% | −145−3.4% | 減碼 |
| Marshall Financial Group LLC | 4,150 | $140.0 萬 | 0.57% | −219−5.0% | 減碼 |
| F/M Investments LLC | 4,194 | $141.5 萬 | 1.14% | +4,194 | 新進 |
| Sterling Investment Management, Inc. | 4,218 | $142.3 萬 | 1.00% | −1,052−20.0% | 減碼 |
| Toroso Investments, LLC | 4,217 | $142.3 萬 | 0.04% | +192+4.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 4,250 | $143.4 萬 | 0.08% | −3,336−44.0% | 減碼 |
| Exchange Capital Management, Inc. | 4,306 | $145.3 萬 | 0.27% | +815+23.3% | 加碼 |
| Bryn Mawr Trust Co | 4,423 | $149.3 萬 | 0.06% | −200−4.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 4,465 | $150.7 萬 | 0.01% | +301+7.2% | 加碼 |
| Pathstone Family Office, LLC | 4,491 | $151.8 萬 | 0.04% | +252+5.9% | 加碼 |
| Point72 Hong Kong Ltd | 4,506 | $152.0 萬 | 0.14% | +3,906+651.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 4,530 | $152.8 萬 | 0.07% | +504+12.5% | 加碼 |
| Greenleaf Trust | 4,542 | $153.3 萬 | 0.02% | +761+20.1% | 加碼 |
| Rossmore Private Capital | 4,600 | $155.2 萬 | 0.24% | 00.0% | 不變 |
| Change Path, LLC | 4,601 | $155.2 萬 | 0.08% | +369+8.7% | 加碼 |
| Motley Fool Asset Management LLC | 4,603 | $155.3 萬 | 0.11% | −190−4.0% | 減碼 |
| Citizens Financial Group Inc | 4,613 | $155.6 萬 | 0.05% | +302+7.0% | 加碼 |
| Assetmark, Inc | 4,652 | $157.0 萬 | 0.01% | +2,790+149.8% | 加碼 |
| Ativo Capital Management LLC | 4,752 | $160.3 萬 | 0.82% | −100−2.1% | 減碼 |
| Mercer Global Advisors Inc | 4,754 | $160.4 萬 | 0.01% | −112−2.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,774 | $161.1 萬 | 0.14% | +468+10.9% | 加碼 |
| Cetera Investment Advisers | 4,789 | $161.6 萬 | 0.02% | +31+0.7% | 加碼 |
| Redpoint Investment Management Pty Ltd | 4,792 | $161.7 萬 | 0.16% | 00.0% | 不變 |
| NFJ Investment Group, LLC | 4,825 | $162.8 萬 | 0.03% | +41+0.9% | 加碼 |
| Kinneret Advisory, LLC | 4,856 | $163.8 萬 | 0.18% | +109+2.3% | 加碼 |
| Huntington National Bank | 4,864 | $164.2 萬 | 0.02% | −99−2.0% | 減碼 |
| Wetherby Asset Management Inc | 4,883 | $164.8 萬 | 0.09% | −39−0.8% | 減碼 |
| Ingalls & Snyder LLC | 4,886 | $164.9 萬 | 0.07% | 00.0% | 不變 |
| Blue Fin Capital, Inc. | 4,946 | $166.8 萬 | 0.48% | +69+1.4% | 加碼 |
| Telemus Capital, LLC | 4,943 | $166.8 萬 | 0.15% | +1,290+35.3% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 4,952 | $167.0 萬 | 0.48% | 00.0% | 不變 |
| CIBC World Markets Inc. | 4,992 | $168.4 萬 | 0.01% | −2,068−29.3% | 減碼 |
| Capital Planning Advisors, LLC | 5,044 | $170.2 萬 | 0.36% | −65−1.3% | 減碼 |
| Centiva Capital, LP | 5,079 | $171.4 萬 | 0.10% | −2,056−28.8% | 減碼 |
| Ferris Capital, LLC | 5,104 | $172.2 萬 | 0.39% | 00.0% | 不變 |
| Cypress Capital Group | 5,142 | $173.5 萬 | 0.21% | −150−2.8% | 減碼 |
| Brinker Capital Investments, LLC | 5,171 | $174.5 萬 | 0.03% | +11+0.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,176 | $174.6 萬 | 0.06% | +1,503+40.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,349 | $180.5 萬 | 0.75% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 5,351 | $180.6 萬 | 0.15% | −20.0% | 減碼 |
| Alps Advisors Inc | 5,381 | $181.6 萬 | 0.02% | −776−12.6% | 減碼 |
| Transcend Wealth Collective, LLC | 5,422 | $182.9 萬 | 0.16% | +16+0.3% | 加碼 |
| Advisor Partners LLC | 5,464 | $184.4 萬 | 0.12% | +230+4.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,512 | $186.0 萬 | 0.01% | +189+3.6% | 加碼 |
| Darwin Advisors, LLC | 5,511 | $186.0 萬 | 0.31% | +2,401+77.2% | 加碼 |
| Walleye Trading LLC | 5,549 | $187.2 萬 | 0.04% | +615+12.5% | 加碼 |
| Budros, Ruhlin & Roe, Inc. | 5,587 | $188.5 萬 | 0.20% | +215+4.0% | 加碼 |
| Avestar Capital, LLC | 5,609 | $189.3 萬 | 0.36% | −88−1.5% | 減碼 |
| Patton Fund Management, Inc. | 5,619 | $189.6 萬 | 0.52% | −237−4.0% | 減碼 |
| Saturna Capital CORP | 5,689 | $192.0 萬 | 0.04% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 5,757 | $194.2 萬 | 0.38% | +2,108+57.8% | 加碼 |
| FDx Advisors, Inc. | 5,820 | $196.4 萬 | 0.07% | −1,864−24.3% | 減碼 |
| Impax Asset Management Group plc | 5,883 | $198.5 萬 | 0.01% | +6+0.1% | 加碼 |
| Pensionfund Sabic | 5,900 | $199.1 萬 | 0.50% | −1,600−21.3% | 減碼 |
| Jump Financial, LLC | 6,069 | $204.8 萬 | 0.09% | +6,069 | 新進 |
| Commerce Bank | 6,102 | $205.9 萬 | 0.01% | −413−6.3% | 減碼 |
| Meitav Dash Investments Ltd | 6,105 | $206.2 萬 | 0.03% | −11,551−65.4% | 減碼 |
| Veritable, L.P. | 6,218 | $209.8 萬 | 0.03% | +28+0.5% | 加碼 |
| Glenview Trust Co | 6,425 | $216.8 萬 | 0.07% | +250+4.0% | 加碼 |
| Crawford Investment Counsel Inc | 6,458 | $217.9 萬 | 0.04% | −1,913−22.9% | 減碼 |
| Power Corp of Canada | 6,497 | $219.2 萬 | 0.18% | +6,497 | 新進 |
| Equitable Trust Co | 6,529 | $220.3 萬 | 0.14% | −339−4.9% | 減碼 |
| Fairbanks Capital Management, Inc. | 6,533 | $220.4 萬 | 1.64% | +14+0.2% | 加碼 |
| Norinchukin Bank, The | 6,545 | $220.8 萬 | 0.03% | +1,195+22.3% | 加碼 |
| Slow Capital, Inc. | 6,553 | $221.1 萬 | 0.41% | −3,283−33.4% | 減碼 |
| Acadian Asset Management LLC | 6,633 | $223.8 萬 | 0.01% | −3,709−35.9% | 減碼 |
| Ensign Peak Advisors, Inc | 6,666 | $224.9 萬 | 0.00% | −55,335−89.2% | 減碼 |
| Pinebridge Investments, L.P. | 6,752 | $227.8 萬 | 0.02% | −61,105−90.0% | 減碼 |
| Trust Co of Toledo NA | 6,750 | $227.8 萬 | 0.35% | 00.0% | 不變 |
| Regions Financial Corp | 6,778 | $228.7 萬 | 0.02% | −406−5.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 6,902 | $232.9 萬 | 0.12% | +5,931+610.8% | 加碼 |
| Smith, Salley & Associates | 6,933 | $233.9 萬 | 0.18% | +30.0% | 加碼 |
| Richard Bernstein Advisors LLC | 6,984 | $235.6 萬 | 0.05% | 00.0% | 不變 |
| Leverage Partners Absolute Return Fund SPC | 7,000 | $236.1 萬 | 1.68% | 00.0% | 不變 |
| Hennessy Advisors Inc | 7,000 | $236.2 萬 | 0.12% | −1,200−14.6% | 減碼 |
| JustInvest LLC | 7,104 | $239.7 萬 | 0.12% | +1,405+24.7% | 加碼 |
| Wealthfront Advisers LLC | 7,131 | $240.6 萬 | 0.01% | −3,945−35.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 7,217 | $243.5 萬 | 0.05% | −887−10.9% | 減碼 |
| Bokf, NA | 7,259 | $244.9 萬 | 0.04% | −4,159−36.4% | 減碼 |
| Private Advisor Group, LLC | 7,271 | $245.3 萬 | 0.02% | +1,179+19.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,195 | $245.8 萬 | 0.18% | −2,807−28.1% | 減碼 |