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 4 季 13F 持有人
Moodys Corp 在 2023/12/31 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
- 1,104
- 較 2023 年第 3 季 +80 家
- 持有股數
- 1.69 億
- 較 2023 年第 3 季 +42.5 萬 (+0.3%)
- 總市值
- $658.9 億
- 較 2023 年第 3 季 +$126.4 億 (+23.7%)
- 新進機構
- 145
- 另有 363 家加碼
- 清倉機構
- 65
- 另有 418 家減碼
另有 12 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Partners Capital Investment Group, LLP | 878 | $34.3 萬 | 0.01% | −141−13.8% | 減碼 |
| Abbrea Capital, LLC | 880 | $34.4 萬 | 0.05% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 881 | $34.4 萬 | 0.16% | −218−19.8% | 減碼 |
| Seeds Investor LLC | 885 | $34.6 萬 | 0.39% | +885 | 新進 |
| Kathleen S. Wright Associates Inc. | 900 | $34.7 萬 | 0.18% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 890 | $34.8 萬 | 0.01% | +54+6.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 890 | $34.8 萬 | 0.05% | −37−4.0% | 減碼 |
| Invesco, LLC | 893 | $34.9 萬 | 0.16% | −5−0.6% | 減碼 |
| Optiver Holding B.V. | 893 | $34.9 萬 | 0.01% | +893 | 新進 |
| Crestmont Private Wealth LLC | 894 | $34.9 萬 | 0.18% | −10−1.1% | 減碼 |
| Prosperity Consulting Group, LLC | 899 | $35.1 萬 | 0.12% | +196+27.9% | 加碼 |
| Fort Point Capital Partners LLC | 903 | $35.3 萬 | 0.05% | +6+0.7% | 加碼 |
| KG&L Capital Management,LLC | 911 | $35.6 萬 | 0.15% | +911 | 新進 |
| Capital Advisors, Ltd. LLC | 911 | $35.6 萬 | 0.05% | +50+5.8% | 加碼 |
| Virtu Financial LLC | 913 | $35.7 萬 | 0.03% | −754−45.2% | 減碼 |
| Fidelis Capital Partners, LLC | 918 | $35.9 萬 | 0.08% | −5−0.5% | 減碼 |
| Castleview Partners, LLC | 920 | $35.9 萬 | 0.25% | +4+0.4% | 加碼 |
| Eqis Capital Management, Inc. | 927 | $36.2 萬 | 0.03% | +74+8.7% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 928 | $36.2 萬 | 0.01% | +928 | 新進 |
| Rice Hall James & Associates, LLC | 928 | $36.2 萬 | 0.02% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 930 | $36.3 萬 | 0.04% | −17−1.8% | 減碼 |
| Boothbay Fund Management, LLC | 931 | $36.4 萬 | 0.01% | −451−32.6% | 減碼 |
| Shelton Capital Management | 931 | $36.4 萬 | 0.01% | −82−8.1% | 減碼 |
| Auto-Owners Insurance Co | 933 | $36.4 萬 | 0.01% | 00.0% | 不變 |
| Boltwood Capital Management | 935 | $36.5 萬 | 0.12% | −40−4.1% | 減碼 |
| Invictus Private Wealth, LLC | 946 | $36.9 萬 | 0.04% | −18−1.9% | 減碼 |
| Pettee Investors, Inc. | 946 | $36.9 萬 | 0.16% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 946 | $36.9 萬 | 0.04% | +243+34.6% | 加碼 |
| Baxter Bros Inc | 949 | $37.1 萬 | 0.05% | 00.0% | 不變 |
| Balboa Wealth Partners | 949 | $37.1 萬 | 0.12% | −11−1.1% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 953 | $37.2 萬 | 0.01% | +953 | 新進 |
| Shearwater Capital LLC | 964 | $37.7 萬 | 0.30% | 00.0% | 不變 |
| Hutner Capital Management Inc | 969 | $37.8 萬 | 0.22% | −15−1.5% | 減碼 |
| PDS Planning, Inc | 979 | $38.2 萬 | 0.04% | −36−3.5% | 減碼 |
| NBT Bank N A | 981 | $38.3 萬 | 0.03% | +8+0.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 997 | $38.9 萬 | 0.09% | +31+3.2% | 加碼 |
| Resurgent Financial Advisors LLC | 999 | $39.0 萬 | 0.24% | +50+5.3% | 加碼 |
| Atlantic Trust, LLC | 999 | $39.0 萬 | 0.11% | +921+1,180.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 1,005 | $39.3 萬 | 0.04% | +5+0.5% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 1,005 | $39.3 萬 | 0.25% | +1,005 | 新進 |
| Cipher Capital LP | 1,006 | $39.3 萬 | 0.13% | +240+31.3% | 加碼 |
| Trexquant Investment LP | 1,014 | $39.6 萬 | 0.01% | −40,312−97.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,020 | $39.8 萬 | 0.01% | −28−2.7% | 減碼 |
| Mayfair Advisory Group, LLC | 1,050 | $40.1 萬 | 0.34% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 1,035 | $40.4 萬 | 0.05% | −230−18.2% | 減碼 |
| Avantax Advisory Services, Inc. | 1,036 | $40.5 萬 | 0.00% | +31+3.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,038 | $40.5 萬 | 0.03% | −20−1.9% | 減碼 |
| Broadleaf Partners, LLC | 1,040 | $40.6 萬 | 0.12% | 00.0% | 不變 |
| Brighton Jones LLC | 1,041 | $40.6 萬 | 0.02% | −82−7.3% | 減碼 |
| Skopos Labs, Inc. | 1,042 | $40.7 萬 | 0.19% | +1,042 | 新進 |
| Carnegie Capital Asset Management, LLC | 1,044 | $40.8 萬 | 0.01% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 1,047 | $40.9 萬 | 0.03% | −9,211−89.8% | 減碼 |
| Howland Capital Management LLC | 1,053 | $41.1 萬 | 0.02% | +10+1.0% | 加碼 |
| Synovus Financial Corp | 1,056 | $41.2 萬 | 0.01% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 1,068 | $41.7 萬 | 0.01% | −62−5.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 1,069 | $41.8 萬 | 0.02% | +56+5.5% | 加碼 |
| Aaron Wealth Advisors | 1,072 | $41.9 萬 | 0.07% | +33+3.2% | 加碼 |
| RFG Advisory, LLC | 1,079 | $42.1 萬 | 0.02% | +42+4.1% | 加碼 |
| TownSquare Capital, LLC | 1,080 | $42.2 萬 | 0.01% | −1,161−51.8% | 減碼 |
| Summit Trail Advisors, LLC | 1,084 | $42.3 萬 | 0.01% | −25−2.3% | 減碼 |
| Haverford Trust Co | 1,087 | $42.5 萬 | 0.00% | 00.0% | 不變 |
| Capula Management Ltd | 1,088 | $42.5 萬 | 0.03% | +1,088 | 新進 |
| Tributary Capital Management, LLC | 1,090 | $42.6 萬 | 0.04% | −25−2.2% | 減碼 |
| Cornerstone Advisory, LLC | 1,099 | $42.9 萬 | 0.07% | +25+2.3% | 加碼 |
| Advisors Preferred, LLC | 1,128 | $43.1 萬 | 0.07% | −729−39.3% | 減碼 |
| Patton Albertson Miller Group, LLC | 1,108 | $43.3 萬 | 0.07% | 00.0% | 不變 |
| CX Institutional | 1,111 | $43.4 萬 | 0.02% | −30−2.6% | 減碼 |
| Hoylecohen, LLC | 1,122 | $43.8 萬 | 0.04% | +1,122 | 新進 |
| Golden State Equity Partners | 1,133 | $44.3 萬 | 0.11% | +239+26.7% | 加碼 |
| Proficio Capital Partners LLC | 1,148 | $44.8 萬 | 0.06% | 00.0% | 不變 |
| Cross Staff Investments Inc | 1,162 | $45.4 萬 | 0.40% | +62+5.6% | 加碼 |
| Clifford Swan Investment Counsel LLC | 1,164 | $45.5 萬 | 0.02% | +85+7.9% | 加碼 |
| Connectus Wealth, LLC | 1,167 | $45.7 萬 | 0.01% | +10+0.9% | 加碼 |
| Exchange Traded Concepts, LLC | 1,176 | $45.9 萬 | 0.01% | −173−12.8% | 減碼 |
| PFG Advisors | 1,188 | $46.4 萬 | 0.04% | −25−2.1% | 減碼 |
| Park Edge Advisors, LLC | 1,190 | $46.5 萬 | 0.16% | −95−7.4% | 減碼 |
| Symmetry Partners, LLC | 1,198 | $46.8 萬 | 0.03% | −545−31.3% | 減碼 |
| Schechter Investment Advisors, LLC | 1,200 | $46.9 萬 | 0.04% | −10−0.8% | 減碼 |
| Snowden Capital Advisors LLC | 1,202 | $46.9 萬 | 0.02% | +397+49.3% | 加碼 |
| Westpac Banking Corp | 1,213 | $47.4 萬 | 0.04% | −1,918−61.3% | 減碼 |
| Legacy Private Trust Co. | 1,232 | $48.1 萬 | 0.04% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 1,233 | $48.2 萬 | 0.01% | +1,233 | 新進 |
| HTLF Bank | 1,240 | $48.4 萬 | 0.06% | +1,240 | 新進 |
| Fayez Sarofim & Co | 1,200 | $48.6 萬 | 0.00% | −85−6.6% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 1,258 | $49.1 萬 | 0.24% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 1,260 | $49.2 萬 | 0.04% | +34+2.8% | 加碼 |
| Scientech Research LLC | 1,261 | $49.2 萬 | 0.49% | +1,261 | 新進 |
| FineMark National Bank & Trust | 1,270 | $49.6 萬 | 0.02% | +11+0.9% | 加碼 |
| DDD Partners, LLC | 1,291 | $50.4 萬 | 0.07% | −126−8.9% | 減碼 |
| Worldquant Millennium Advisors LLC | 1,300 | $50.8 萬 | 0.01% | −58,205−97.8% | 減碼 |
| Baader Bank INC | 1,303 | $50.9 萬 | 0.04% | −20−1.5% | 減碼 |
| Summit Financial, LLC | 1,312 | $51.2 萬 | 0.03% | +160+13.9% | 加碼 |
| Proequities, Inc. | 1,321 | $51.6 萬 | 0.04% | −147−10.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 1,330 | $51.9 萬 | 0.02% | +1,330 | 新進 |
| Global Endowment Management, LP | 1,340 | $52.3 萬 | 0.06% | +1,340 | 新進 |
| First Horizon Advisors, Inc. | 1,343 | $52.5 萬 | 0.02% | −4−0.3% | 減碼 |
| LVW Advisors, LLC | 1,345 | $52.5 萬 | 0.10% | +660+96.4% | 加碼 |
| Harbert Fund Advisors, Inc. | 1,350 | $52.7 萬 | 0.36% | +1,350 | 新進 |
| Mission Wealth Management, LP | 1,357 | $53.0 萬 | 0.02% | +18+1.3% | 加碼 |
| Unigestion Holding SA | 1,365 | $53.3 萬 | 0.03% | −884−39.3% | 減碼 |