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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 2,396 | $93.6 萬 | 0.15% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 16,745 | $93.9 萬 | 1.12% | +16,745 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,426 | $94.8 萬 | 0.01% | +6+0.2% | 加碼 |
| Asset Management Group, Inc. | 2,445 | $95.5 萬 | 0.19% | −447−15.5% | 減碼 |
| Triangle Securities Wealth Management | 2,456 | $95.9 萬 | 0.30% | 00.0% | 不變 |
| CIBC World Markets Inc. | 2,467 | $96.4 萬 | 0.00% | +59+2.5% | 加碼 |
| Lake Street Advisors Group, LLC | 2,519 | $98.4 萬 | 0.05% | +2,519 | 新進 |
| Bahl & Gaynor Inc | 2,527 | $98.7 萬 | 0.01% | −10−0.4% | 減碼 |
| Capital Analysts, LLC | 2,530 | $98.8 萬 | 0.05% | −60−2.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 2,540 | $99.2 萬 | 0.01% | +2,540 | 新進 |
| Adviser Investments LLC | 2,550 | $99.6 萬 | 0.01% | +2,550 | 新進 |
| Coldstream Capital Management Inc | 2,560 | $100.0 萬 | 0.03% | +13+0.5% | 加碼 |
| MAI Capital Management | 2,563 | $100.1 萬 | 0.01% | +167+7.0% | 加碼 |
| Meeder Advisory Services, Inc. | 2,577 | $100.6 萬 | 0.12% | +238+10.2% | 加碼 |
| Balyasny Asset Management LLC | 2,578 | $100.7 萬 | 0.00% | +75+3.0% | 加碼 |
| Horizon Investments, LLC | 2,589 | $101.1 萬 | 0.03% | +1,494+136.4% | 加碼 |
| SRS Capital Advisors, Inc. | 2,597 | $101.4 萬 | 0.11% | −214−7.6% | 減碼 |
| Bridges Investment Management Inc | 2,600 | $101.5 萬 | 0.03% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 2,616 | $102.2 萬 | 0.55% | +2,616 | 新進 |
| DoubleLine ETF Adviser LP | 2,625 | $102.5 萬 | 0.30% | +195+8.0% | 加碼 |
| Accretive Wealth Partners, LLC | 2,637 | $103.0 萬 | 0.49% | −13−0.5% | 減碼 |
| Oak Thistle LLC | 2,648 | $103.4 萬 | 0.30% | −1,375−34.2% | 減碼 |
| Avitas Wealth Management LLC | 2,660 | $103.9 萬 | 0.17% | +97+3.8% | 加碼 |
| Washington Trust Advisors, Inc. | 2,661 | $103.9 萬 | 0.10% | −10−0.4% | 減碼 |
| Hantz Financial Services, Inc. | 2,662 | $104.0 萬 | 0.02% | +87+3.4% | 加碼 |
| Epoch Investment Partners, Inc. | 2,673 | $104.4 萬 | 0.00% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 2,743 | $107.1 萬 | 0.20% | +10.0% | 加碼 |
| V-Square Quantitative Management LLC | 2,767 | $108.1 萬 | 0.26% | +720+35.2% | 加碼 |
| Veriti Management LLC | 2,794 | $109.1 萬 | 0.10% | +484+21.0% | 加碼 |
| Miracle Mile Advisors, LLC | 2,810 | $109.8 萬 | 0.03% | +156+5.9% | 加碼 |
| Smithfield Trust Co | 2,810 | $109.8 萬 | 0.06% | 00.0% | 不變 |
| Umb Bank N A | 2,848 | $111.2 萬 | 0.02% | −24−0.8% | 減碼 |
| Park Avenue Securities LLC | 2,861 | $111.7 萬 | 0.02% | −106−3.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 2,877 | $112.4 萬 | 0.21% | +347+13.7% | 加碼 |
| Clearstead Advisors, LLC | 2,885 | $112.7 萬 | 0.06% | +27+0.9% | 加碼 |
| Moloney Securities Asset Management, LLC | 2,886 | $112.7 萬 | 0.18% | +25+0.9% | 加碼 |
| Monte Financial Group, LLC | 2,893 | $113.0 萬 | 0.53% | −50−1.7% | 減碼 |
| Advisory Services Network, LLC | 2,925 | $114.2 萬 | 0.03% | −256−8.0% | 減碼 |
| CWM, LLC | 2,960 | $115.6 萬 | 0.01% | +304+11.4% | 加碼 |
| Raymond James Trust N.A. | 2,960 | $115.6 萬 | 0.03% | +77+2.7% | 加碼 |
| Principal Securities, Inc. | 2,967 | $115.9 萬 | 0.04% | +2,967 | 新進 |
| Key Financial Inc | 2,984 | $116.5 萬 | 0.32% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 3,000 | $117.2 萬 | 0.56% | 00.0% | 不變 |
| Legacy Advisors, LLC | 3,015 | $117.7 萬 | 0.15% | −1,094−26.6% | 減碼 |
| Anchor Investment Management, LLC | 3,040 | $118.7 萬 | 0.14% | −80−2.6% | 減碼 |
| CAPROCK Group, Inc. | 3,062 | $119.6 萬 | 0.08% | +99+3.3% | 加碼 |
| NEOS Investment Management LLC | 3,085 | $120.5 萬 | 0.11% | +629+25.6% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,104 | $121.2 萬 | 0.23% | 00.0% | 不變 |
| Boston Private Wealth LLC | 3,114 | $121.6 萬 | 0.03% | +1,079+53.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 3,150 | $123.0 萬 | 0.26% | +3,150 | 新進 |
| Nomura Holdings Inc | 3,162 | $123.5 萬 | 0.01% | +3,162 | 新進 |
| HM Payson & Co | 3,182 | $124.3 萬 | 0.03% | +320+11.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,186 | $124.4 萬 | 0.01% | −39−1.2% | 減碼 |
| Pinnacle Financial Partners Inc | 3,221 | $125.8 萬 | 0.03% | −91−2.7% | 減碼 |
| Savant Capital, LLC | 3,239 | $126.5 萬 | 0.02% | +744+29.8% | 加碼 |
| TD Waterhouse Canada Inc. | 3,327 | $126.7 萬 | 0.01% | +88+2.7% | 加碼 |
| Hills Bank & Trust Co | 3,293 | $128.6 萬 | 0.13% | −13−0.4% | 減碼 |
| Clark Capital Management Group, Inc. | 3,315 | $129.5 萬 | 0.01% | +3,315 | 新進 |
| Redmond Asset Management, LLC | 3,336 | $130.3 萬 | 0.42% | −219−6.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 3,377 | $131.9 萬 | 0.00% | +2,065+157.4% | 加碼 |
| National Asset Management, Inc. | 3,398 | $132.7 萬 | 0.04% | −65−1.9% | 減碼 |
| Telemus Capital, LLC | 3,398 | $132.7 萬 | 0.11% | −183−5.1% | 減碼 |
| Cypress Capital Group | 3,421 | $133.6 萬 | 0.17% | −5−0.1% | 減碼 |
| AXS Investments LLC | 3,422 | $133.6 萬 | 0.32% | −277−7.5% | 減碼 |
| Equitable Trust Co | 3,444 | $134.5 萬 | 0.10% | −81−2.3% | 減碼 |
| Private Advisor Group, LLC | 3,455 | $134.9 萬 | 0.01% | +582+20.3% | 加碼 |
| Davenport & Co LLC | 3,475 | $135.7 萬 | 0.01% | +103+3.1% | 加碼 |
| Impax Asset Management Group plc | 3,476 | $135.8 萬 | 0.01% | −113−3.1% | 減碼 |
| Marshall Financial Group LLC | 3,501 | $136.7 萬 | 0.44% | +2,221+173.5% | 加碼 |
| Walleye Trading LLC | 3,526 | $137.7 萬 | 0.02% | −5,578−61.3% | 減碼 |
| Waldron Private Wealth LLC | 3,550 | $138.6 萬 | 0.07% | +76+2.2% | 加碼 |
| Sawtooth Solutions, LLC | 3,564 | $139.2 萬 | 0.04% | −19−0.5% | 減碼 |
| Wealthsource Partners, LLC | 3,568 | $139.4 萬 | 0.09% | +46+1.3% | 加碼 |
| Bleakley Financial Group, LLC | 3,571 | $139.5 萬 | 0.04% | −12−0.3% | 減碼 |
| Vestcor Inc | 3,572 | $139.5 萬 | 0.05% | −35−1.0% | 減碼 |
| Sepio Capital, LP | 3,598 | $140.5 萬 | 0.12% | −29−0.8% | 減碼 |
| Alberta Investment Management Corp | 3,600 | $140.6 萬 | 0.01% | −112,281−96.9% | 減碼 |
| Donoghue Forlines LLC | 3,654 | $142.7 萬 | 0.45% | +3,654 | 新進 |
| Long Road Investment Counsel, LLC | 3,679 | $144.2 萬 | 0.60% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 3,725 | $145.5 萬 | 0.56% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 3,795 | $146.7 萬 | 0.11% | +3,795 | 新進 |
| Citizens Financial Group Inc | 3,822 | $149.3 萬 | 0.05% | −52−1.3% | 減碼 |
| Angeles Wealth Management, LLC | 3,835 | $149.8 萬 | 0.18% | +88+2.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,838 | $149.9 萬 | 0.09% | +1,456+61.1% | 加碼 |
| FJ Investments, LLC | 3,844 | $150.1 萬 | 0.07% | +3,844 | 新進 |
| Value Partners Investments Inc. | 3,847 | $150.5 萬 | 0.12% | +269+7.5% | 加碼 |
| Investment Management Corp of Ontario | 3,859 | $150.7 萬 | 0.04% | +3,859 | 新進 |
| Signaturefd, LLC | 3,873 | $151.3 萬 | 0.03% | +210+5.7% | 加碼 |
| Level Four Advisory Services, LLC | 3,890 | $151.9 萬 | 0.09% | −184−4.5% | 減碼 |
| Westbourne Investment Advisors, Inc. | 3,911 | $152.7 萬 | 0.61% | −350−8.2% | 減碼 |
| Texas Yale Capital Corp. | 3,930 | $153.5 萬 | 0.07% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 3,970 | $155.1 萬 | 0.21% | −1,380−25.8% | 減碼 |
| Cetera Advisors LLC | 3,977 | $155.3 萬 | 0.02% | +219+5.8% | 加碼 |
| Van Strum & Towne Inc. | 4,000 | $156.2 萬 | 0.61% | 00.0% | 不變 |
| Vident Advisory, LLC | 4,004 | $156.4 萬 | 0.04% | +20+0.5% | 加碼 |
| Accent Capital Management, LLC | 4,005 | $156.4 萬 | 1.23% | +4,005 | 新進 |
| Quantinno Capital Management LP | 4,110 | $160.5 萬 | 0.06% | +611+17.5% | 加碼 |
| Essex Savings Bank | 4,134 | $161.5 萬 | 0.47% | −9−0.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 4,166 | $162.7 萬 | 0.04% | +3+0.1% | 加碼 |
| Rodgers Brothers Inc. | 4,228 | $165.1 萬 | 0.26% | +3+0.1% | 加碼 |