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 1,414 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。
2023 年第 1 季 13F 持有人
Moodys Corp 在 2023/3/31 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
- 966
- 較 2022 年第 4 季 +19 家
- 持有股數
- 1.70 億
- 較 2022 年第 4 季 −27.4 萬 (−0.2%)
- 總市值
- $519.8 億
- 較 2022 年第 4 季 +$45.6 億 (+9.6%)
- 新進機構
- 87
- 另有 337 家加碼
- 清倉機構
- 68
- 另有 344 家減碼
另有 19 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 | 1,414 | $716.8 億 |
| 2026 年第 1 季 | 1,386 | $701.2 億 |
| 2025 年第 4 季 | 1,424 | $831.2 億 |
| 2025 年第 3 季 | 1,337 | $770.2 億 |
| 2025 年第 2 季 | 1,346 | $828.6 億 |
| 2025 年第 1 季 | 1,314 | $774.6 億 |
| 2024 年第 4 季 | 1,302 | $781.6 億 |
| 2024 年第 3 季 | 1,208 | $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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 3,800 | $116.3 萬 | 0.78% | +3,800 | 新進 |
| Redmond Asset Management, LLC | 3,790 | $116.0 萬 | 0.40% | −136−3.5% | 減碼 |
| Aft, Forsyth & Sober, LLC | 3,725 | $114.0 萬 | 0.58% | 00.0% | 不變 |
| Cypress Capital Group | 3,719 | $113.8 萬 | 0.17% | −1,098−22.8% | 減碼 |
| National Asset Management, Inc. | 3,699 | $113.2 萬 | 0.03% | −502−11.9% | 減碼 |
| Angeles Wealth Management, LLC | 3,697 | $113.1 萬 | 0.17% | +10.0% | 加碼 |
| Long Road Investment Counsel, LLC | 3,679 | $112.6 萬 | 0.54% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 3,650 | $111.7 萬 | 0.03% | +2,314+173.2% | 加碼 |
| Bleakley Financial Group, LLC | 3,649 | $111.7 萬 | 0.04% | +326+9.8% | 加碼 |
| Cetera Advisors LLC | 3,627 | $111.0 萬 | 0.02% | −620−14.6% | 減碼 |
| ING Groep NV | 3,573 | $109.3 萬 | 0.01% | +1,885+111.7% | 加碼 |
| Bessemer Group Inc | 3,540 | $108.4 萬 | 0.00% | −93−2.6% | 減碼 |
| AQR Capital Management LLC | 3,511 | $106.6 萬 | 0.00% | −45−1.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 3,474 | $106.3 萬 | 0.16% | +3,474 | 新進 |
| Assetmark, Inc | 3,464 | $106.0 萬 | 0.00% | −269−7.2% | 減碼 |
| Waldron Private Wealth LLC | 3,463 | $106.0 萬 | 0.05% | +778+29.0% | 加碼 |
| TD Waterhouse Canada Inc. | 3,401 | $104.6 萬 | 0.01% | −847−19.9% | 減碼 |
| Vident Investment Advisory, LLC | 3,396 | $103.9 萬 | 0.03% | +743+28.0% | 加碼 |
| Ergoteles LLC | 3,382 | $103.5 萬 | 0.04% | +3,382 | 新進 |
| Legacy Advisors, LLC | 3,380 | $103.4 萬 | 0.19% | +452+15.4% | 加碼 |
| PEAK6 Investments LLC | 3,373 | $103.2 萬 | 0.07% | +3,176+1,612.2% | 加碼 |
| Asset Management Group, Inc. | 3,364 | $102.9 萬 | 0.23% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 3,361 | $102.9 萬 | 0.06% | −114−3.3% | 減碼 |
| Hills Bank & Trust Co | 3,318 | $101.5 萬 | 0.14% | 00.0% | 不變 |
| Signaturefd, LLC | 3,304 | $101.1 萬 | 0.03% | +74+2.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 3,254 | $99.6 萬 | 0.02% | +576+21.5% | 加碼 |
| Clark Capital Management Group, Inc. | 3,242 | $99.2 萬 | 0.01% | −423−11.5% | 減碼 |
| Exencial Wealth Advisors, LLC | 3,232 | $98.9 萬 | 0.05% | −12−0.4% | 減碼 |
| Pinnacle Financial Partners Inc | 3,230 | $98.8 萬 | 0.03% | +433+15.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 3,200 | $97.9 萬 | 0.02% | −300−8.6% | 減碼 |
| Value Partners Investments Inc. | 3,199 | $97.8 萬 | 0.08% | +50+1.6% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,186 | $97.5 萬 | 0.01% | −3,462−52.1% | 減碼 |
| AIA Group Ltd | 3,186 | $97.5 萬 | 0.05% | +396+14.2% | 加碼 |
| Brave Warrior Advisors, LLC | 3,150 | $96.4 萬 | 0.03% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 3,120 | $95.5 萬 | 0.13% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 3,104 | $95.0 萬 | 0.23% | 00.0% | 不變 |
| Fortis Capital Management LLC | 3,079 | $94.2 萬 | 0.38% | +414+15.5% | 加碼 |
| Rockefeller Capital Management L.P. | 3,063 | $93.6 萬 | 0.00% | +303+11.0% | 加碼 |
| Mystic Asset Management, Inc. | 3,000 | $91.8 萬 | 0.51% | 00.0% | 不變 |
| Key Financial Inc | 2,970 | $90.9 萬 | 0.33% | +1,000+50.8% | 加碼 |
| Pegasus Partners Ltd. | 2,963 | $90.7 萬 | 0.14% | +25+0.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,955 | $90.4 萬 | 0.00% | −72−2.4% | 減碼 |
| GWM Advisors LLC | 2,925 | $89.5 萬 | 0.01% | −605−17.1% | 減碼 |
| Private Advisor Group, LLC | 2,918 | $89.3 萬 | 0.01% | −289−9.0% | 減碼 |
| Umb Bank N A | 2,910 | $89.1 萬 | 0.01% | −53−1.8% | 減碼 |
| Meeder Advisory Services, Inc. | 2,889 | $88.4 萬 | 0.10% | +207+7.7% | 加碼 |
| Raymond James Trust N.A. | 2,886 | $88.3 萬 | 0.03% | +479+19.9% | 加碼 |
| Exchange Traded Concepts, LLC | 2,880 | $88.1 萬 | 0.02% | +281+10.8% | 加碼 |
| Monte Financial Group, LLC | 2,869 | $87.8 萬 | 0.46% | +172+6.4% | 加碼 |
| Clearstead Advisors, LLC | 2,865 | $87.7 萬 | 0.06% | +2,810+5,109.1% | 加碼 |
| HM Payson & Co | 2,827 | $86.5 萬 | 0.02% | 00.0% | 不變 |
| Whittier Trust Co | 2,819 | $86.3 萬 | 0.02% | +373+15.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 2,762 | $84.5 萬 | 0.02% | +155+5.9% | 加碼 |
| Bahl & Gaynor Inc | 2,758 | $84.4 萬 | 0.00% | −22−0.8% | 減碼 |
| Evermay Wealth Management LLC | 2,742 | $83.9 萬 | 0.17% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 2,736 | $83.7 萬 | 0.16% | −125−4.4% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 2,722 | $83.3 萬 | 0.07% | +668+32.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 2,717 | $83.1 萬 | 0.01% | −24,718−90.1% | 減碼 |
| Miracle Mile Advisors, LLC | 2,692 | $82.4 萬 | 0.03% | −30−1.1% | 減碼 |
| Clarius Group, LLC | 2,684 | $82.1 萬 | 0.07% | −136−4.8% | 減碼 |
| Epoch Investment Partners, Inc. | 2,678 | $82.0 萬 | 0.00% | −3−0.1% | 減碼 |
| Washington Trust Advisors, Inc. | 2,676 | $81.9 萬 | 0.08% | −59−2.2% | 減碼 |
| Ropes Wealth Advisors LLC | 2,656 | $81.3 萬 | 0.15% | +16+0.6% | 加碼 |
| Central Trust Co | 2,654 | $81.2 萬 | 0.02% | +13+0.5% | 加碼 |
| Smithfield Trust Co | 2,663 | $81.2 萬 | 0.05% | −70−2.6% | 減碼 |
| Quantinno Capital Management LP | 2,632 | $80.6 萬 | 0.05% | +650+32.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,627 | $80.4 萬 | 0.15% | −69−2.6% | 減碼 |
| K.J. Harrison & Partners Inc | 2,619 | $80.1 萬 | 0.16% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,611 | $79.9 萬 | 0.01% | +139+5.6% | 加碼 |
| Bridges Investment Management Inc | 2,600 | $79.6 萬 | 0.03% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 2,582 | $79.0 萬 | 0.10% | +1,342+108.2% | 加碼 |
| CWM, LLC | 2,575 | $78.8 萬 | 0.01% | +191+8.0% | 加碼 |
| Coldstream Capital Management Inc | 2,569 | $78.6 萬 | 0.03% | +123+5.0% | 加碼 |
| Capital Analysts, LLC | 2,565 | $78.5 萬 | 0.04% | −25−1.0% | 減碼 |
| Credential Qtrade Securities Inc. | 2,551 | $78.1 萬 | 0.05% | +73+2.9% | 加碼 |
| Avitas Wealth Management LLC | 2,526 | $77.3 萬 | 0.15% | +2,526 | 新進 |
| Boston Private Wealth LLC | 2,522 | $77.2 萬 | 0.01% | −123−4.7% | 減碼 |
| Accretive Wealth Partners, LLC | 2,506 | $76.7 萬 | 0.49% | +64+2.6% | 加碼 |
| Triangle Securities Wealth Management | 2,491 | $76.2 萬 | 0.27% | −36−1.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,472 | $75.7 萬 | 0.01% | −91−3.6% | 減碼 |
| CAPROCK Group, Inc. | 2,458 | $75.2 萬 | 0.06% | +2,458 | 新進 |
| Capstone Investment Advisors, LLC | 2,426 | $74.2 萬 | 0.02% | +867+55.6% | 加碼 |
| Brown Brothers Harriman & Co | 2,407 | $73.7 萬 | 0.01% | +19+0.8% | 加碼 |
| Mission Wealth Management, LP | 2,403 | $73.6 萬 | 0.03% | +2,403 | 新進 |
| MAI Capital Management | 2,380 | $72.8 萬 | 0.01% | +174+7.9% | 加碼 |
| Independent Advisor Alliance | 2,349 | $71.9 萬 | 0.03% | +2,349 | 新進 |
| Bienville Capital Management, LLC | 2,327 | $71.2 萬 | 0.28% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,320 | $71.0 萬 | 0.09% | −100−4.1% | 減碼 |
| Oak Harvest Investment Services | 2,317 | $70.9 萬 | 0.16% | +365+18.7% | 加碼 |
| Unigestion Holding SA | 2,355 | $70.9 萬 | 0.04% | 00.0% | 不變 |
| Delta Investment Management, LLC | 2,313 | $70.8 萬 | 0.20% | −216−8.5% | 減碼 |
| FORA Capital, LLC | 2,294 | $70.2 萬 | 0.07% | −5,384−70.1% | 減碼 |
| CIBC World Markets Inc. | 2,263 | $69.3 萬 | 0.00% | −2,922−56.4% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,250 | $68.9 萬 | 0.23% | 00.0% | 不變 |
| Bartlett & Co. LLC | 2,199 | $67.3 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,199 | $67.3 萬 | 0.01% | 00.0% | 不變 |
| Azzad Asset Management Inc | 2,172 | $66.5 萬 | 0.09% | +318+17.2% | 加碼 |
| Personal Cfo Solutions, LLC | 2,157 | $66.0 萬 | 0.14% | −39−1.8% | 減碼 |
| Johnson Investment Counsel Inc | 2,139 | $65.5 萬 | 0.01% | +63+3.0% | 加碼 |
| Siemens Fonds Invest GmbH | 2,133 | $65.3 萬 | 0.07% | −19−0.9% | 減碼 |