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。
2023 年第 2 季 13F 持有人
Moodys Corp 在 2023/6/30 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
- 1,025
- 較 2023 年第 1 季 +60 家
- 持有股數
- 1.68 億
- 較 2023 年第 1 季 −201.6 萬 (−1.2%)
- 總市值
- $582.8 億
- 較 2023 年第 1 季 +$63.0 億 (+12.1%)
- 新進機構
- 120
- 另有 351 家加碼
- 清倉機構
- 60
- 另有 353 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sentry LLC | 2,042 | $71.0 萬 | 0.15% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 2,054 | $71.4 萬 | 0.13% | +143+7.5% | 加碼 |
| Lawson Kroeker Investment Management Inc | 2,070 | $72.0 萬 | 0.17% | 00.0% | 不變 |
| Mission Wealth Management, LP | 2,094 | $72.8 萬 | 0.03% | −309−12.9% | 減碼 |
| Great Lakes Retirement, Inc. | 2,099 | $73.0 萬 | 0.13% | +29+1.4% | 加碼 |
| Seneca Financial Advisors LLC | 2,100 | $73.0 萬 | 0.48% | 00.0% | 不變 |
| PFG Advisors | 2,102 | $73.1 萬 | 0.06% | 00.0% | 不變 |
| Boston Private Wealth LLC | 2,104 | $73.1 萬 | 0.01% | −418−16.6% | 減碼 |
| Johnson Investment Counsel Inc | 2,108 | $73.3 萬 | 0.01% | −31−1.4% | 減碼 |
| Exchange Traded Concepts, LLC | 2,122 | $73.8 萬 | 0.02% | −758−26.3% | 減碼 |
| Siemens Fonds Invest GmbH | 2,133 | $73.8 萬 | 0.07% | 00.0% | 不變 |
| Veriti Management LLC | 2,123 | $73.8 萬 | 0.08% | +105+5.2% | 加碼 |
| Personal Cfo Solutions, LLC | 2,178 | $75.7 萬 | 0.15% | +21+1.0% | 加碼 |
| Delta Investment Management, LLC | 2,180 | $75.8 萬 | 0.21% | −133−5.8% | 減碼 |
| Azzad Asset Management Inc | 2,197 | $76.4 萬 | 0.10% | +25+1.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,199 | $76.5 萬 | 0.01% | 00.0% | 不變 |
| Cozad Asset Management Inc | 2,200 | $76.5 萬 | 0.10% | −120−5.2% | 減碼 |
| Bartlett & Co. LLC | 2,199 | $76.5 萬 | 0.01% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,216 | $77.1 萬 | 0.01% | −395−15.1% | 減碼 |
| Verdence Capital Advisors LLC | 2,238 | $77.8 萬 | 0.09% | −344−13.3% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,250 | $78.2 萬 | 0.25% | 00.0% | 不變 |
| Diversified Trust Co | 2,253 | $78.3 萬 | 0.03% | +2,253 | 新進 |
| CIBC World Markets Inc. | 2,266 | $78.8 萬 | 0.00% | +3+0.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 2,287 | $79.5 萬 | 0.01% | −967−29.7% | 減碼 |
| DoubleLine ETF Adviser LP | 2,317 | $80.6 萬 | 0.30% | +243+11.7% | 加碼 |
| Linden Thomas Advisory Services, LLC | 2,366 | $82.3 萬 | 0.18% | +398+20.2% | 加碼 |
| Independent Advisor Alliance | 2,386 | $83.0 萬 | 0.04% | +37+1.6% | 加碼 |
| MAI Capital Management | 2,399 | $83.4 萬 | 0.01% | +19+0.8% | 加碼 |
| Central Trust Co | 2,403 | $83.6 萬 | 0.02% | −251−9.5% | 減碼 |
| Whittier Trust Co | 2,405 | $83.6 萬 | 0.01% | −414−14.7% | 減碼 |
| Hantz Financial Services, Inc. | 2,431 | $84.5 萬 | 0.02% | +2,376+4,320.0% | 加碼 |
| Cornerstone Planning Group LLC | 2,462 | $85.6 萬 | 0.34% | +2,462 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,462 | $85.6 萬 | 0.01% | −10−0.4% | 減碼 |
| Triangle Securities Wealth Management | 2,476 | $86.1 萬 | 0.30% | −15−0.6% | 減碼 |
| CWM, LLC | 2,503 | $87.0 萬 | 0.01% | −72−2.8% | 減碼 |
| Credential Qtrade Securities Inc. | 2,505 | $87.1 萬 | 0.05% | −46−1.8% | 減碼 |
| Vident Investment Advisory, LLC | 2,524 | $87.8 萬 | 0.03% | −872−25.7% | 減碼 |
| Avitas Wealth Management LLC | 2,556 | $88.9 萬 | 0.16% | +30+1.2% | 加碼 |
| Bahl & Gaynor Inc | 2,570 | $89.4 萬 | 0.01% | −188−6.8% | 減碼 |
| Coldstream Capital Management Inc | 2,579 | $89.7 萬 | 0.03% | +10+0.4% | 加碼 |
| Capital Analysts, LLC | 2,590 | $90.1 萬 | 0.05% | +25+1.0% | 加碼 |
| Bridges Investment Management Inc | 2,600 | $90.4 萬 | 0.03% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 2,605 | $90.6 萬 | 0.03% | −87−3.2% | 減碼 |
| Accretive Wealth Partners, LLC | 2,620 | $91.1 萬 | 0.54% | +114+4.5% | 加碼 |
| Ropes Wealth Advisors LLC | 2,656 | $92.4 萬 | 0.15% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 2,673 | $92.9 萬 | 0.01% | −5−0.2% | 減碼 |
| Washington Trust Advisors, Inc. | 2,676 | $93.0 萬 | 0.09% | 00.0% | 不變 |
| Clarius Group, LLC | 2,714 | $94.4 萬 | 0.07% | +30+1.1% | 加碼 |
| DRW Securities, LLC | 2,714 | $94.4 萬 | 0.07% | +2,714 | 新進 |
| CAPROCK Group, Inc. | 2,738 | $95.2 萬 | 0.07% | +280+11.4% | 加碼 |
| Evermay Wealth Management LLC | 2,742 | $95.3 萬 | 0.18% | 00.0% | 不變 |
| Private Advisor Group, LLC | 2,766 | $96.8 萬 | 0.01% | −152−5.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 2,800 | $97.4 萬 | 0.02% | −400−12.5% | 減碼 |
| Smithfield Trust Co | 2,810 | $97.8 萬 | 0.06% | +147+5.5% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,824 | $98.2 萬 | 0.17% | +197+7.5% | 加碼 |
| HM Payson & Co | 2,827 | $98.3 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 2,852 | $99.2 萬 | 0.02% | −58−2.0% | 減碼 |
| Clearstead Advisors, LLC | 2,858 | $99.4 萬 | 0.06% | −7−0.2% | 減碼 |
| Raymond James Trust N.A. | 2,883 | $100.2 萬 | 0.03% | −3−0.1% | 減碼 |
| GWM Advisors LLC | 2,906 | $101.0 萬 | 0.01% | −19−0.6% | 減碼 |
| Monte Financial Group, LLC | 2,934 | $102.0 萬 | 0.50% | +65+2.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 2,949 | $102.5 萬 | 0.02% | +187+6.8% | 加碼 |
| Pegasus Partners Ltd. | 2,952 | $102.6 萬 | 0.15% | −11−0.4% | 減碼 |
| Jump Financial, LLC | 2,969 | $103.2 萬 | 0.04% | +2,969 | 新進 |
| Key Financial Inc | 2,984 | $103.8 萬 | 0.34% | +14+0.5% | 加碼 |
| Bokf, NA | 2,993 | $104.1 萬 | 0.02% | −887−22.9% | 減碼 |
| Mystic Asset Management, Inc. | 3,000 | $104.3 萬 | 0.56% | 00.0% | 不變 |
| Gardner Lewis Asset Management L P | 3,072 | $106.8 萬 | 0.39% | +3,072 | 新進 |
| Advisory Services Network, LLC | 3,073 | $106.9 萬 | 0.03% | +1,958+175.6% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,104 | $107.9 萬 | 0.24% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 3,179 | $108.0 萬 | 0.01% | −222−6.5% | 減碼 |
| Quantinno Capital Management LP | 3,115 | $108.3 萬 | 0.06% | +483+18.4% | 加碼 |
| Meeder Advisory Services, Inc. | 3,115 | $108.3 萬 | 0.12% | +226+7.8% | 加碼 |
| Anchor Investment Management, LLC | 3,120 | $108.5 萬 | 0.14% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,127 | $108.7 萬 | 0.01% | −59−1.9% | 減碼 |
| Davenport & Co LLC | 3,129 | $108.8 萬 | 0.01% | −161,903−98.1% | 減碼 |
| Brave Warrior Advisors, LLC | 3,150 | $109.5 萬 | 0.03% | 00.0% | 不變 |
| Fortis Capital Management LLC | 3,167 | $110.1 萬 | 0.39% | +88+2.9% | 加碼 |
| Clark Capital Management Group, Inc. | 3,265 | $113.5 萬 | 0.01% | +23+0.7% | 加碼 |
| Hills Bank & Trust Co | 3,318 | $115.4 萬 | 0.15% | 00.0% | 不變 |
| Value Partners Investments Inc. | 3,317 | $115.4 萬 | 0.09% | +118+3.7% | 加碼 |
| Asset Management Group, Inc. | 3,364 | $117.0 萬 | 0.25% | 00.0% | 不變 |
| Pinnacle Financial Partners Inc | 3,364 | $117.0 萬 | 0.03% | +134+4.1% | 加碼 |
| Essex Investment Management Co LLC | 3,386 | $117.7 萬 | 0.16% | +1,282+60.9% | 加碼 |
| Apollon Wealth Management, LLC | 3,441 | $119.7 萬 | 0.06% | +80+2.4% | 加碼 |
| Waldron Private Wealth LLC | 3,479 | $121.0 萬 | 0.06% | +16+0.5% | 加碼 |
| Assetmark, Inc | 3,486 | $121.2 萬 | 0.00% | +22+0.6% | 加碼 |
| Cypress Capital Group | 3,491 | $121.4 萬 | 0.18% | −228−6.1% | 減碼 |
| Wealthsource Partners, LLC | 3,492 | $121.4 萬 | 0.08% | +3,492 | 新進 |
| Equitable Trust Co | 3,525 | $122.6 萬 | 0.09% | −510−12.6% | 減碼 |
| Signaturefd, LLC | 3,566 | $124.0 萬 | 0.03% | +262+7.9% | 加碼 |
| Long Road Investment Counsel, LLC | 3,679 | $127.9 萬 | 0.60% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 3,705 | $128.8 萬 | 0.42% | −85−2.2% | 減碼 |
| AXS Investments LLC | 3,725 | $129.5 萬 | 0.35% | −177−4.5% | 減碼 |
| Aft, Forsyth & Sober, LLC | 3,725 | $129.5 萬 | 0.54% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 3,726 | $129.6 萬 | 0.18% | +29+0.8% | 加碼 |
| Cetera Advisors LLC | 3,726 | $129.6 萬 | 0.02% | +99+2.7% | 加碼 |
| National Asset Management, Inc. | 3,757 | $130.6 萬 | 0.03% | +58+1.6% | 加碼 |
| Impax Asset Management Group plc | 3,764 | $130.9 萬 | 0.01% | −151−3.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,845 | $133.7 萬 | 0.02% | −18−0.5% | 減碼 |