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 |
|---|---|---|---|---|---|
| IMS Capital Management | 4,240 | $165.6 萬 | 0.81% | −75−1.7% | 減碼 |
| Bokf, NA | 4,294 | $167.7 萬 | 0.03% | −200−4.5% | 減碼 |
| Darwin Advisors, LLC | 4,297 | $167.8 萬 | 0.45% | −5,425−55.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 4,331 | $169.2 萬 | 0.02% | −287−6.2% | 減碼 |
| ISAM Funds (UK) Ltd | 4,408 | $172.2 萬 | 1.23% | +4,408 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 4,429 | $173.0 萬 | 0.01% | +124+2.9% | 加碼 |
| Apollon Wealth Management, LLC | 4,451 | $173.8 萬 | 0.06% | +1,499+50.8% | 加碼 |
| Credit Agricole S A | 4,453 | $173.9 萬 | 0.04% | +2,969+200.1% | 加碼 |
| Bessemer Group Inc | 4,457 | $174.0 萬 | 0.00% | −276−5.8% | 減碼 |
| Sterling Investment Management, Inc. | 4,464 | $174.3 萬 | 1.28% | +878+24.5% | 加碼 |
| Everence Capital Management Inc | 4,475 | $174.8 萬 | 0.12% | −1,010−18.4% | 減碼 |
| Graham Capital Management, L.P. | 4,503 | $175.9 萬 | 0.06% | −1,522−25.3% | 減碼 |
| Rossmore Private Capital | 4,600 | $179.7 萬 | 0.25% | 00.0% | 不變 |
| Lineweaver Wealth Advisors, LLC | 4,637 | $181.1 萬 | 0.47% | 00.0% | 不變 |
| Empowered Funds, LLC | 4,696 | $183.4 萬 | 0.05% | −7,315−60.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,744 | $185.3 萬 | 0.02% | +1,773+59.7% | 加碼 |
| Blue Fin Capital, Inc. | 4,757 | $185.8 萬 | 0.48% | −7−0.1% | 減碼 |
| Brevan Howard Capital Management LP | 4,781 | $186.7 萬 | 0.19% | +3,192+200.9% | 加碼 |
| Diversified Trust Co | 4,799 | $187.4 萬 | 0.06% | +1,363+39.7% | 加碼 |
| SkyView Investment Advisors, LLC | 4,814 | $188.0 萬 | 0.47% | −182−3.6% | 減碼 |
| Parallel Advisors, LLC | 4,825 | $188.4 萬 | 0.06% | +24+0.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 4,843 | $189.1 萬 | 0.00% | +808+20.0% | 加碼 |
| First National Advisers, LLC | 4,864 | $190.0 萬 | 0.55% | +1,417+41.1% | 加碼 |
| Assetmark, Inc | 4,885 | $190.8 萬 | 0.01% | +822+20.2% | 加碼 |
| Ingalls & Snyder LLC | 4,886 | $190.8 萬 | 0.09% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 4,969 | $194.1 萬 | 0.15% | −120−2.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,982 | $194.6 萬 | 0.05% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 5,034 | $196.6 萬 | 0.09% | −60−1.2% | 減碼 |
| Motley Fool Asset Management LLC | 5,040 | $196.8 萬 | 0.15% | +346+7.4% | 加碼 |
| Legato Capital Management LLC | 5,129 | $200.3 萬 | 0.26% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 5,188 | $202.6 萬 | 0.22% | −25−0.5% | 減碼 |
| General Partner, Inc. | 5,491 | $209.7 萬 | 1.76% | 00.0% | 不變 |
| Huntington National Bank | 5,397 | $210.8 萬 | 0.02% | −79−1.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 5,444 | $212.6 萬 | 0.11% | −56−1.0% | 減碼 |
| Fairbanks Capital Management, Inc. | 5,487 | $214.3 萬 | 1.53% | +279+5.4% | 加碼 |
| Transcend Wealth Collective, LLC | 5,508 | $215.1 萬 | 0.19% | −336−5.7% | 減碼 |
| Empirical Finance, LLC | 5,544 | $216.5 萬 | 0.15% | +27+0.5% | 加碼 |
| Resources Investment Advisors, LLC. | 5,579 | $217.9 萬 | 0.04% | −10−0.2% | 減碼 |
| Point72 Middle East FZE | 5,604 | $218.9 萬 | 0.15% | −7,958−58.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 5,607 | $219.0 萬 | 0.15% | +43+0.8% | 加碼 |
| Norinchukin Bank, The | 5,633 | $220.0 萬 | 0.05% | −699−11.0% | 減碼 |
| Exchange Capital Management, Inc. | 5,655 | $220.9 萬 | 0.40% | −326−5.5% | 減碼 |
| Change Path, LLC | 5,657 | $220.9 萬 | 0.14% | +238+4.4% | 加碼 |
| Saturna Capital CORP | 5,689 | $222.2 萬 | 0.03% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 5,703 | $222.8 萬 | 0.15% | +878+18.2% | 加碼 |
| NewEdge Wealth, LLC | 5,730 | $223.8 萬 | 0.06% | −47−0.8% | 減碼 |
| MCF Advisors LLC | 5,798 | $226.5 萬 | 0.19% | +1,214+26.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,870 | $229.3 萬 | 0.07% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 5,876 | $229.5 萬 | 0.03% | +2,031+52.8% | 加碼 |
| Applied Capital LLC | 5,887 | $229.9 萬 | 2.12% | −261−4.2% | 減碼 |
| Baker Avenue Asset Management, LP | 5,928 | $231.5 萬 | 0.10% | −37−0.6% | 減碼 |
| Prudential PLC | 6,037 | $235.8 萬 | 0.03% | −16−0.3% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 6,082 | $237.5 萬 | 0.25% | 00.0% | 不變 |
| Regions Financial Corp | 6,090 | $237.9 萬 | 0.02% | −45−0.7% | 減碼 |
| Meitav Dash Investments Ltd | 6,105 | $238.5 萬 | 0.04% | 00.0% | 不變 |
| LMCG Investments, LLC | 6,107 | $238.5 萬 | 0.15% | 00.0% | 不變 |
| Commerce Bank | 6,165 | $240.8 萬 | 0.02% | +135+2.2% | 加碼 |
| Cetera Investment Advisers | 6,165 | $240.8 萬 | 0.02% | +21+0.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 6,167 | $240.9 萬 | 0.03% | +199+3.3% | 加碼 |
| Toroso Investments, LLC | 6,266 | $244.7 萬 | 0.06% | +48+0.8% | 加碼 |
| Tiaa Trust, National Association | 6,286 | $245.5 萬 | 0.01% | +10+0.2% | 加碼 |
| Siemens Fonds Invest GmbH | 6,307 | $246.3 萬 | 0.20% | +2,870+83.5% | 加碼 |
| Brinker Capital Investments, LLC | 6,611 | $248.4 萬 | 0.03% | −586−8.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,611 | $248.4 萬 | 0.03% | −586−8.1% | 減碼 |
| Greenleaf Trust | 6,383 | $249.3 萬 | 0.03% | +490+8.3% | 加碼 |
| Metropolitan Life Insurance Co | 6,407 | $250.2 萬 | 0.12% | −123−1.9% | 減碼 |
| AIA Group Ltd | 6,516 | $254.5 萬 | 0.10% | +1,346+26.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,600 | $257.8 萬 | 0.09% | −1,100−14.3% | 減碼 |
| Keebeck Wealth Management, LLC | 6,617 | $258.4 萬 | 0.43% | −130−1.9% | 減碼 |
| Crawford Investment Counsel Inc | 6,670 | $260.5 萬 | 0.05% | 00.0% | 不變 |
| Bank Pictet & Cie (Asia) Ltd | 6,715 | $262.3 萬 | 0.66% | −4,042−37.6% | 減碼 |
| Trust Co of Toledo NA | 6,750 | $263.6 萬 | 0.45% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 6,767 | $264.3 萬 | 0.37% | +20+0.3% | 加碼 |
| Rathbone Brothers plc | 6,772 | $264.5 萬 | 0.02% | −86−1.3% | 減碼 |
| Gotham Asset Management, LLC | 6,810 | $266.0 萬 | 0.05% | +3,064+81.8% | 加碼 |
| Highland Capital Management, LLC | 6,812 | $266.0 萬 | 0.17% | −19−0.3% | 減碼 |
| Thrivent Financial for Lutherans | 6,848 | $267.5 萬 | 0.01% | −90−1.3% | 減碼 |
| Cetera Advisor Networks LLC | 6,897 | $269.4 萬 | 0.01% | −1,085−13.6% | 減碼 |
| Atria Investments LLC | 6,951 | $271.5 萬 | 0.04% | −1,376−16.5% | 減碼 |
| Olstein Capital Management, L.P. | 7,000 | $273.4 萬 | 0.46% | −2,000−22.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,108 | $277.6 萬 | 0.07% | +195+2.8% | 加碼 |
| Kingfisher Capital LLC | 7,236 | $282.6 萬 | 0.74% | −220−3.0% | 減碼 |
| Kornitzer Capital Management Inc | 7,269 | $283.9 萬 | 0.06% | −1,200−14.2% | 減碼 |
| United Capital Financial Advisers, LLC | 7,341 | $286.7 萬 | 0.02% | +792+12.1% | 加碼 |
| Smith, Salley & Associates | 7,389 | $288.6 萬 | 0.19% | +314+4.4% | 加碼 |
| Groupama Asset Managment | 7,445 | $290.9 萬 | 0.08% | +7,445 | 新進 |
| Pine Valley Investments Ltd Liability Co | 7,504 | $293.1 萬 | 0.25% | +1,694+29.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,508 | $293.2 萬 | 0.01% | −308−3.9% | 減碼 |
| Van Den Berg Management I, Inc | 7,510 | $293.3 萬 | 0.97% | −229−3.0% | 減碼 |
| Slow Capital, Inc. | 7,545 | $294.7 萬 | 0.51% | −94−1.2% | 減碼 |
| La Banque Postale Asset Management SA | 7,552 | $295.0 萬 | 0.07% | +768+11.3% | 加碼 |
| Windmill Hill Asset Management Ltd | 7,557 | $295.1 萬 | 1.72% | +42+0.6% | 加碼 |
| iA Global Asset Management Inc. | 7,569 | $295.6 萬 | 0.07% | −2,171−22.3% | 減碼 |
| Sendero Wealth Management, LLC | 7,597 | $296.7 萬 | 0.56% | −34−0.4% | 減碼 |
| Roundview Capital LLC | 7,635 | $298.2 萬 | 0.27% | −173−2.2% | 減碼 |
| Mercer Global Advisors Inc | 7,656 | $299.0 萬 | 0.01% | +1,423+22.8% | 加碼 |
| Yacktman Asset Management LP | 7,670 | $299.6 萬 | 0.03% | 00.0% | 不變 |
| Jump Financial, LLC | 7,711 | $301.2 萬 | 0.10% | −7,829−50.4% | 減碼 |
| Ieq Capital, LLC | 7,728 | $301.8 萬 | 0.05% | +545+7.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,741 | $302.3 萬 | 0.06% | +1,157+17.6% | 加碼 |