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 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 | 1,414 | $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 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 |
|---|---|---|---|---|---|
| Lineweaver Wealth Advisors, LLC | 4,637 | $146.6 萬 | 0.43% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 4,618 | $146.0 萬 | 0.02% | +2,331+101.9% | 加碼 |
| Rossmore Private Capital | 4,600 | $145.4 萬 | 0.22% | 00.0% | 不變 |
| MCF Advisors LLC | 4,584 | $144.9 萬 | 0.13% | +188+4.3% | 加碼 |
| Bryn Mawr Trust Co | 4,423 | $139.8 萬 | 0.06% | 00.0% | 不變 |
| SG Americas Securities, LLC | 4,383 | $138.6 萬 | 0.02% | −11,962−73.2% | 減碼 |
| Bokf, NA | 4,494 | $138.4 萬 | 0.03% | +1,501+50.2% | 加碼 |
| IMS Capital Management | 4,315 | $136.4 萬 | 0.81% | +5+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 4,305 | $136.1 萬 | 0.01% | +322+8.1% | 加碼 |
| Westbourne Investment Advisors, Inc. | 4,261 | $134.7 萬 | 0.62% | −275−6.1% | 減碼 |
| Rodgers Brothers Inc. | 4,225 | $133.6 萬 | 0.23% | +4+0.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 4,163 | $131.6 萬 | 0.03% | +4+0.1% | 加碼 |
| Essex Savings Bank | 4,143 | $131.0 萬 | 0.44% | +6+0.1% | 加碼 |
| Legacy Advisors, LLC | 4,109 | $129.9 萬 | 0.21% | +137+3.4% | 加碼 |
| Level Four Advisory Services, LLC | 4,074 | $128.8 萬 | 0.08% | −1,196−22.7% | 減碼 |
| Assetmark, Inc | 4,063 | $128.5 萬 | 0.01% | +577+16.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,035 | $127.6 萬 | 0.00% | +71+1.8% | 加碼 |
| Oak Thistle LLC | 4,023 | $127.2 萬 | 0.38% | +4,023 | 新進 |
| Van Strum & Towne Inc. | 4,000 | $126.5 萬 | 0.53% | 00.0% | 不變 |
| Vident Advisory, LLC | 3,984 | $126.0 萬 | 0.04% | +3,984 | 新進 |
| Texas Yale Capital Corp. | 3,930 | $124.3 萬 | 0.06% | 00.0% | 不變 |
| KB Financial Partners, LLC | 3,890 | $123.0 萬 | 0.35% | +28+0.7% | 加碼 |
| Citizens Financial Group Inc | 3,874 | $122.5 萬 | 0.05% | −440−10.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,845 | $121.6 萬 | 0.02% | 00.0% | 不變 |
| GTS Securities LLC | 3,784 | $119.6 萬 | 0.02% | +3,784 | 新進 |
| Cetera Advisors LLC | 3,758 | $118.8 萬 | 0.02% | +32+0.9% | 加碼 |
| Angeles Wealth Management, LLC | 3,747 | $118.5 萬 | 0.17% | +21+0.6% | 加碼 |
| Gotham Asset Management, LLC | 3,746 | $118.4 萬 | 0.02% | −141−3.6% | 減碼 |
| Aft, Forsyth & Sober, LLC | 3,725 | $117.8 萬 | 0.50% | 00.0% | 不變 |
| AXS Investments LLC | 3,699 | $117.0 萬 | 0.30% | −26−0.7% | 減碼 |
| Long Road Investment Counsel, LLC | 3,679 | $116.3 萬 | 0.56% | 00.0% | 不變 |
| Signaturefd, LLC | 3,663 | $115.8 萬 | 0.03% | +97+2.7% | 加碼 |
| Sepio Capital, LP | 3,627 | $114.7 萬 | 0.10% | −7,202−66.5% | 減碼 |
| Vestcor Inc | 3,607 | $114.0 萬 | 0.04% | −284−7.3% | 減碼 |
| Value Partners Investments Inc. | 3,578 | $113.6 萬 | 0.09% | +261+7.9% | 加碼 |
| Impax Asset Management Group plc | 3,589 | $113.5 萬 | 0.01% | −175−4.6% | 減碼 |
| Sterling Investment Management, Inc. | 3,586 | $113.4 萬 | 1.01% | +3,586 | 新進 |
| 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 |
| Telemus Capital, LLC | 3,581 | $113.2 萬 | 0.10% | −2,119−37.2% | 減碼 |
| Redmond Asset Management, LLC | 3,555 | $112.4 萬 | 0.40% | −150−4.0% | 減碼 |
| Fortis Capital Management LLC | 3,550 | $112.3 萬 | 0.35% | +383+12.1% | 加碼 |
| Equitable Trust Co | 3,525 | $111.4 萬 | 0.09% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 3,522 | $111.4 萬 | 0.08% | +30+0.9% | 加碼 |
| Gardner Lewis Asset Management L P | 3,511 | $111.0 萬 | 0.41% | +439+14.3% | 加碼 |
| Quantinno Capital Management LP | 3,499 | $110.6 萬 | 0.05% | +384+12.3% | 加碼 |
| Waldron Private Wealth LLC | 3,474 | $109.8 萬 | 0.06% | −5−0.1% | 減碼 |
| National Asset Management, Inc. | 3,463 | $109.5 萬 | 0.03% | −294−7.8% | 減碼 |
| First National Advisers, LLC | 3,447 | $109.0 萬 | 0.49% | +1,552+81.9% | 加碼 |
| Siemens Fonds Invest GmbH | 3,437 | $108.7 萬 | 0.11% | +1,304+61.1% | 加碼 |
| Diversified Trust Co | 3,436 | $108.6 萬 | 0.04% | +1,183+52.5% | 加碼 |
| Cypress Capital Group | 3,426 | $108.3 萬 | 0.16% | −65−1.9% | 減碼 |
| Davenport & Co LLC | 3,372 | $106.6 萬 | 0.01% | +243+7.8% | 加碼 |
| Pinnacle Financial Partners Inc | 3,312 | $104.7 萬 | 0.03% | −52−1.5% | 減碼 |
| Hills Bank & Trust Co | 3,306 | $104.5 萬 | 0.12% | −12−0.4% | 減碼 |
| TD Waterhouse Canada Inc. | 3,239 | $103.8 萬 | 0.01% | +60+1.9% | 加碼 |
| ExodusPoint Capital Management, LP | 3,282 | $103.8 萬 | 0.01% | −15,156−82.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,225 | $102.0 萬 | 0.01% | +98+3.1% | 加碼 |
| Advisory Services Network, LLC | 3,181 | $100.6 萬 | 0.03% | +108+3.5% | 加碼 |
| Brave Warrior Advisors, LLC | 3,150 | $99.6 萬 | 0.02% | 00.0% | 不變 |
| Westpac Banking Corp | 3,131 | $99.0 萬 | 0.07% | +2,170+225.8% | 加碼 |
| Anchor Investment Management, LLC | 3,120 | $98.6 萬 | 0.13% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 3,104 | $98.1 萬 | 0.23% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 3,000 | $94.9 萬 | 0.53% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 2,994 | $94.7 萬 | 0.13% | +42+1.4% | 加碼 |
| Key Financial Inc | 2,984 | $94.3 萬 | 0.32% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 2,971 | $93.9 萬 | 0.02% | +22+0.7% | 加碼 |
| Park Avenue Securities LLC | 2,967 | $93.8 萬 | 0.01% | +2,967 | 新進 |
| CAPROCK Group, Inc. | 2,963 | $93.7 萬 | 0.07% | +225+8.2% | 加碼 |
| Apollon Wealth Management, LLC | 2,952 | $93.3 萬 | 0.05% | −489−14.2% | 減碼 |
| Monte Financial Group, LLC | 2,943 | $93.1 萬 | 0.47% | +9+0.3% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 2,903 | $91.8 萬 | 0.20% | +2,903 | 新進 |
| Asset Management Group, Inc. | 2,892 | $91.4 萬 | 0.20% | −472−14.0% | 減碼 |
| Raymond James Trust N.A. | 2,883 | $91.2 萬 | 0.03% | 00.0% | 不變 |
| Private Advisor Group, LLC | 2,873 | $90.8 萬 | 0.01% | +107+3.9% | 加碼 |
| Umb Bank N A | 2,872 | $90.8 萬 | 0.01% | +20+0.7% | 加碼 |
| HM Payson & Co | 2,862 | $90.5 萬 | 0.02% | +35+1.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,861 | $90.5 萬 | 0.16% | +37+1.3% | 加碼 |
| Clearstead Advisors, LLC | 2,858 | $90.4 萬 | 0.06% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,811 | $88.9 萬 | 0.11% | +1,669+146.1% | 加碼 |
| Smithfield Trust Co | 2,810 | $88.7 萬 | 0.05% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 2,742 | $86.7 萬 | 0.18% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 2,673 | $84.5 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 2,671 | $84.4 萬 | 0.09% | −5−0.2% | 減碼 |
| CWM, LLC | 2,656 | $84.0 萬 | 0.01% | +153+6.1% | 加碼 |
| Ropes Wealth Advisors LLC | 2,656 | $84.0 萬 | 0.16% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 2,654 | $83.9 萬 | 0.03% | +49+1.9% | 加碼 |
| Accretive Wealth Partners, LLC | 2,650 | $83.8 萬 | 0.50% | +30+1.1% | 加碼 |
| Bridges Investment Management Inc | 2,600 | $82.2 萬 | 0.03% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,590 | $81.9 萬 | 0.05% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 2,575 | $81.4 萬 | 0.02% | +144+5.9% | 加碼 |
| Avitas Wealth Management LLC | 2,563 | $81.0 萬 | 0.15% | +7+0.3% | 加碼 |
| Coldstream Capital Management Inc | 2,547 | $80.5 萬 | 0.03% | −32−1.2% | 減碼 |
| Bahl & Gaynor Inc | 2,537 | $80.2 萬 | 0.01% | −33−1.3% | 減碼 |
| Linden Thomas Advisory Services, LLC | 2,530 | $80.0 萬 | 0.18% | +164+6.9% | 加碼 |
| Balyasny Asset Management LLC | 2,503 | $79.1 萬 | 0.00% | −87,339−97.2% | 減碼 |
| Credential Qtrade Securities Inc. | 2,503 | $79.1 萬 | 0.05% | −2−0.1% | 減碼 |
| Thompson Siegel & Walmsley LLC | 2,500 | $79.0 萬 | 0.01% | −300−10.7% | 減碼 |
| Savant Capital, LLC | 2,495 | $78.9 萬 | 0.01% | +1,163+87.3% | 加碼 |
| Cornerstone Planning Group LLC | 2,462 | $77.8 萬 | 0.30% | 00.0% | 不變 |