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 3 季 13F 持有人
Moodys Corp 在 2023/9/30 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
- 1,036
- 較 2023 年第 2 季 +21 家
- 持有股數
- 1.69 億
- 較 2023 年第 2 季 +86.8 萬 (+0.5%)
- 總市值
- $532.9 億
- 較 2023 年第 2 季 −$49.1 億 (−8.4%)
- 新進機構
- 90
- 另有 376 家加碼
- 清倉機構
- 69
- 另有 348 家減碼
另有 10 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 2,069 | $65.4 萬 | 0.11% | +2,069 | 新進 |
| Lawson Kroeker Investment Management Inc | 2,070 | $65.4 萬 | 0.14% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 2,098 | $66.3 萬 | 0.03% | +196+10.3% | 加碼 |
| Seneca Financial Advisors LLC | 2,100 | $66.4 萬 | 0.45% | 00.0% | 不變 |
| OLIO Financial Planning | 2,124 | $67.2 萬 | 0.32% | +2,124 | 新進 |
| Personal Cfo Solutions, LLC | 2,125 | $67.2 萬 | 0.13% | −53−2.4% | 減碼 |
| FDx Advisors, Inc. | 2,161 | $68.3 萬 | 0.06% | −6,216−74.2% | 減碼 |
| Clarius Group, LLC | 2,176 | $68.8 萬 | 0.07% | −538−19.8% | 減碼 |
| Bartlett & Co. LLC | 2,199 | $69.5 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,199 | $69.5 萬 | 0.01% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 2,213 | $70.0 萬 | 0.13% | +114+5.4% | 加碼 |
| CWA Asset Management Group, LLC | 2,236 | $70.7 萬 | 0.05% | +555+33.0% | 加碼 |
| TownSquare Capital, LLC | 2,241 | $70.9 萬 | 0.01% | +260+13.1% | 加碼 |
| Maple Capital Management, Inc. | 2,246 | $71.0 萬 | 0.08% | +1,000+80.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 2,250 | $71.1 萬 | 0.24% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 2,258 | $71.4 萬 | 0.11% | +204+9.9% | 加碼 |
| Unigestion Holding SA | 2,249 | $71.6 萬 | 0.04% | +301+15.5% | 加碼 |
| Azzad Asset Management Inc | 2,297 | $72.6 萬 | 0.10% | +100+4.6% | 加碼 |
| Veriti Management LLC | 2,310 | $73.0 萬 | 0.08% | +187+8.8% | 加碼 |
| HB Wealth Management, LLC | 2,314 | $73.2 萬 | 0.01% | +373+19.2% | 加碼 |
| Meeder Advisory Services, Inc. | 2,339 | $74.0 萬 | 0.09% | −776−24.9% | 減碼 |
| Central Trust Co | 2,343 | $74.1 萬 | 0.02% | −60−2.5% | 減碼 |
| First Hawaiian Bank | 2,364 | $74.7 萬 | 0.03% | +1,035+77.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,288 | $74.8 萬 | 0.01% | +72+3.2% | 加碼 |
| Delta Investment Management, LLC | 2,375 | $75.1 萬 | 0.21% | +195+8.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,382 | $75.3 萬 | 0.05% | +2,382 | 新進 |
| Verdence Capital Advisors LLC | 2,394 | $75.7 萬 | 0.08% | +156+7.0% | 加碼 |
| Whittier Trust Co | 2,395 | $75.7 萬 | 0.01% | −10−0.4% | 減碼 |
| Qtron Investments LLC | 2,396 | $75.8 萬 | 0.14% | +528+28.3% | 加碼 |
| MAI Capital Management | 2,396 | $75.8 萬 | 0.01% | −3−0.1% | 減碼 |
| Independent Advisor Alliance | 2,397 | $75.8 萬 | 0.03% | +11+0.5% | 加碼 |
| CIBC World Markets Inc. | 2,408 | $76.1 萬 | 0.00% | +142+6.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,420 | $76.5 萬 | 0.01% | −42−1.7% | 減碼 |
| DoubleLine ETF Adviser LP | 2,430 | $76.8 萬 | 0.28% | +113+4.9% | 加碼 |
| NEOS Investment Management LLC | 2,456 | $77.7 萬 | 0.10% | +2,456 | 新進 |
| Triangle Securities Wealth Management | 2,456 | $77.7 萬 | 0.28% | −20−0.8% | 減碼 |
| Cornerstone Planning Group LLC | 2,462 | $77.8 萬 | 0.30% | 00.0% | 不變 |
| Savant Capital, LLC | 2,495 | $78.9 萬 | 0.01% | +1,163+87.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 2,500 | $79.0 萬 | 0.01% | −300−10.7% | 減碼 |
| Credential Qtrade Securities Inc. | 2,503 | $79.1 萬 | 0.05% | −2−0.1% | 減碼 |
| Balyasny Asset Management LLC | 2,503 | $79.1 萬 | 0.00% | −87,339−97.2% | 減碼 |
| Linden Thomas Advisory Services, LLC | 2,530 | $80.0 萬 | 0.18% | +164+6.9% | 加碼 |
| Bahl & Gaynor Inc | 2,537 | $80.2 萬 | 0.01% | −33−1.3% | 減碼 |
| Coldstream Capital Management Inc | 2,547 | $80.5 萬 | 0.03% | −32−1.2% | 減碼 |
| Avitas Wealth Management LLC | 2,563 | $81.0 萬 | 0.15% | +7+0.3% | 加碼 |
| Hantz Financial Services, Inc. | 2,575 | $81.4 萬 | 0.02% | +144+5.9% | 加碼 |
| Capital Analysts, LLC | 2,590 | $81.9 萬 | 0.05% | 00.0% | 不變 |
| Bridges Investment Management Inc | 2,600 | $82.2 萬 | 0.03% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 2,650 | $83.8 萬 | 0.50% | +30+1.1% | 加碼 |
| Miracle Mile Advisors, LLC | 2,654 | $83.9 萬 | 0.03% | +49+1.9% | 加碼 |
| Ropes Wealth Advisors LLC | 2,656 | $84.0 萬 | 0.16% | 00.0% | 不變 |
| CWM, LLC | 2,656 | $84.0 萬 | 0.01% | +153+6.1% | 加碼 |
| Washington Trust Advisors, Inc. | 2,671 | $84.4 萬 | 0.09% | −5−0.2% | 減碼 |
| Epoch Investment Partners, Inc. | 2,673 | $84.5 萬 | 0.01% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 2,742 | $86.7 萬 | 0.18% | 00.0% | 不變 |
| Smithfield Trust Co | 2,810 | $88.7 萬 | 0.05% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,811 | $88.9 萬 | 0.11% | +1,669+146.1% | 加碼 |
| Clearstead Advisors, LLC | 2,858 | $90.4 萬 | 0.06% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 2,861 | $90.5 萬 | 0.16% | +37+1.3% | 加碼 |
| HM Payson & Co | 2,862 | $90.5 萬 | 0.02% | +35+1.2% | 加碼 |
| Umb Bank N A | 2,872 | $90.8 萬 | 0.01% | +20+0.7% | 加碼 |
| Private Advisor Group, LLC | 2,873 | $90.8 萬 | 0.01% | +107+3.9% | 加碼 |
| Raymond James Trust N.A. | 2,883 | $91.2 萬 | 0.03% | 00.0% | 不變 |
| Asset Management Group, Inc. | 2,892 | $91.4 萬 | 0.20% | −472−14.0% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 2,903 | $91.8 萬 | 0.20% | +2,903 | 新進 |
| Monte Financial Group, LLC | 2,943 | $93.1 萬 | 0.47% | +9+0.3% | 加碼 |
| Apollon Wealth Management, LLC | 2,952 | $93.3 萬 | 0.05% | −489−14.2% | 減碼 |
| CAPROCK Group, Inc. | 2,963 | $93.7 萬 | 0.07% | +225+8.2% | 加碼 |
| Park Avenue Securities LLC | 2,967 | $93.8 萬 | 0.01% | +2,967 | 新進 |
| Sequoia Financial Advisors, LLC | 2,971 | $93.9 萬 | 0.02% | +22+0.7% | 加碼 |
| Key Financial Inc | 2,984 | $94.3 萬 | 0.32% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 2,994 | $94.7 萬 | 0.13% | +42+1.4% | 加碼 |
| Mystic Asset Management, Inc. | 3,000 | $94.9 萬 | 0.53% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 3,104 | $98.1 萬 | 0.23% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 3,120 | $98.6 萬 | 0.13% | 00.0% | 不變 |
| Westpac Banking Corp | 3,131 | $99.0 萬 | 0.07% | +2,170+225.8% | 加碼 |
| Brave Warrior Advisors, LLC | 3,150 | $99.6 萬 | 0.02% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,181 | $100.6 萬 | 0.03% | +108+3.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,225 | $102.0 萬 | 0.01% | +98+3.1% | 加碼 |
| ExodusPoint Capital Management, LP | 3,282 | $103.8 萬 | 0.01% | −15,156−82.2% | 減碼 |
| TD Waterhouse Canada Inc. | 3,239 | $103.8 萬 | 0.01% | +60+1.9% | 加碼 |
| Hills Bank & Trust Co | 3,306 | $104.5 萬 | 0.12% | −12−0.4% | 減碼 |
| Pinnacle Financial Partners Inc | 3,312 | $104.7 萬 | 0.03% | −52−1.5% | 減碼 |
| Davenport & Co LLC | 3,372 | $106.6 萬 | 0.01% | +243+7.8% | 加碼 |
| Cypress Capital Group | 3,426 | $108.3 萬 | 0.16% | −65−1.9% | 減碼 |
| Diversified Trust Co | 3,436 | $108.6 萬 | 0.04% | +1,183+52.5% | 加碼 |
| Siemens Fonds Invest GmbH | 3,437 | $108.7 萬 | 0.11% | +1,304+61.1% | 加碼 |
| First National Advisers, LLC | 3,447 | $109.0 萬 | 0.49% | +1,552+81.9% | 加碼 |
| National Asset Management, Inc. | 3,463 | $109.5 萬 | 0.03% | −294−7.8% | 減碼 |
| Waldron Private Wealth LLC | 3,474 | $109.8 萬 | 0.06% | −5−0.1% | 減碼 |
| Quantinno Capital Management LP | 3,499 | $110.6 萬 | 0.05% | +384+12.3% | 加碼 |
| Gardner Lewis Asset Management L P | 3,511 | $111.0 萬 | 0.41% | +439+14.3% | 加碼 |
| Wealthsource Partners, LLC | 3,522 | $111.4 萬 | 0.08% | +30+0.9% | 加碼 |
| Equitable Trust Co | 3,525 | $111.4 萬 | 0.09% | 00.0% | 不變 |
| Fortis Capital Management LLC | 3,550 | $112.3 萬 | 0.35% | +383+12.1% | 加碼 |
| Redmond Asset Management, LLC | 3,555 | $112.4 萬 | 0.40% | −150−4.0% | 減碼 |
| Telemus Capital, LLC | 3,581 | $113.2 萬 | 0.10% | −2,119−37.2% | 減碼 |
| Bleakley Financial Group, LLC | 3,583 | $113.3 萬 | 0.04% | −319−8.2% | 減碼 |
| Sawtooth Solutions, LLC | 3,583 | $113.3 萬 | 0.04% | −318−8.2% | 減碼 |
| Sterling Investment Management, Inc. | 3,586 | $113.4 萬 | 1.01% | +3,586 | 新進 |