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 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 | 1,414 | $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 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 |
|---|---|---|---|---|---|
| Asset Management Group, Inc. | 2,445 | $95.5 萬 | 0.19% | −447−15.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,426 | $94.8 萬 | 0.01% | +6+0.2% | 加碼 |
| Providence Wealth Advisors, LLC | 16,745 | $93.9 萬 | 1.12% | +16,745 | 新進 |
| Qtron Investments LLC | 2,396 | $93.6 萬 | 0.15% | 00.0% | 不變 |
| Whittier Trust Co | 2,383 | $93.1 萬 | 0.02% | −12−0.5% | 減碼 |
| Credential Qtrade Securities Inc. | 2,373 | $92.7 萬 | 0.06% | −130−5.2% | 減碼 |
| Verition Fund Management LLC | 2,350 | $91.8 萬 | 0.01% | +571+32.1% | 加碼 |
| First Hawaiian Bank | 2,345 | $91.6 萬 | 0.03% | −19−0.8% | 減碼 |
| HB Wealth Management, LLC | 2,340 | $91.4 萬 | 0.01% | +26+1.1% | 加碼 |
| Great Lakes Retirement, Inc. | 2,300 | $89.8 萬 | 0.15% | +87+3.9% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,288 | $89.7 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 2,274 | $88.8 萬 | 0.03% | +825+56.9% | 加碼 |
| Central Trust Co | 2,264 | $88.4 萬 | 0.02% | −79−3.4% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,250 | $87.9 萬 | 0.26% | 00.0% | 不變 |
| Rockline Wealth Management, LLC | 2,246 | $87.7 萬 | 0.36% | +2,246 | 新進 |
| FDx Advisors, Inc. | 2,243 | $87.6 萬 | 0.07% | +82+3.8% | 加碼 |
| SRN Advisors, LLC | 2,210 | $86.3 萬 | 0.77% | +2,210 | 新進 |
| Maple Capital Management, Inc. | 2,208 | $86.2 萬 | 0.09% | −38−1.7% | 減碼 |
| CWA Asset Management Group, LLC | 2,199 | $85.9 萬 | 0.06% | −37−1.7% | 減碼 |
| Oppenheimer & Co Inc | 2,192 | $85.6 萬 | 0.02% | +250+12.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 2,174 | $84.9 萬 | 0.08% | −3,402−61.0% | 減碼 |
| D.A. Davidson & Co. | 2,140 | $83.6 萬 | 0.01% | +452+26.8% | 加碼 |
| Profund Advisors LLC | 2,132 | $83.3 萬 | 0.04% | +329+18.2% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,127 | $83.1 萬 | 0.01% | +2,127 | 新進 |
| OLIO Financial Planning | 2,124 | $83.0 萬 | 0.35% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 2,106 | $82.3 萬 | 0.08% | −288−12.0% | 減碼 |
| Seneca Financial Advisors LLC | 2,100 | $82.0 萬 | 0.48% | 00.0% | 不變 |
| Lawson Kroeker Investment Management Inc | 2,070 | $80.8 萬 | 0.17% | 00.0% | 不變 |
| Ballast Advisors LLC | 2,067 | $80.7 萬 | 0.30% | +727+54.3% | 加碼 |
| Sentry LLC | 2,042 | $79.8 萬 | 0.17% | 00.0% | 不變 |
| Clarius Group, LLC | 2,026 | $79.1 萬 | 0.07% | −150−6.9% | 減碼 |
| Johnson Investment Counsel Inc | 2,006 | $78.4 萬 | 0.01% | 00.0% | 不變 |
| Independent Advisor Alliance | 2,001 | $78.2 萬 | 0.03% | −396−16.5% | 減碼 |
| Stonebridge Capital Management Inc | 2,000 | $78.1 萬 | 0.38% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 1,987 | $77.6 萬 | 0.03% | −57−2.8% | 減碼 |
| Delta Investment Management, LLC | 1,960 | $76.5 萬 | 0.19% | −415−17.5% | 減碼 |
| Geller Advisors LLC | 1,944 | $75.9 萬 | 0.07% | −20−1.0% | 減碼 |
| Azzad Asset Management Inc | 1,930 | $75.4 萬 | 0.10% | −367−16.0% | 減碼 |
| Riversedge Advisors, LLC | 1,912 | $74.7 萬 | 0.20% | −62−3.1% | 減碼 |
| Patriot Investment Management Inc. | 1,890 | $73.8 萬 | 0.06% | 00.0% | 不變 |
| Strategic Advocates LLC | 1,890 | $73.8 萬 | 0.31% | +30+1.6% | 加碼 |
| Balentine LLC | 1,886 | $73.7 萬 | 0.02% | +69+3.8% | 加碼 |
| Fishman Jay A Ltd | 1,875 | $73.2 萬 | 0.08% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 1,873 | $73.2 萬 | 0.09% | −1,121−37.4% | 減碼 |
| Cornerstone Planning Group LLC | 1,867 | $72.9 萬 | 0.24% | −595−24.2% | 減碼 |
| Personal Cfo Solutions, LLC | 1,866 | $72.9 萬 | 0.13% | −259−12.2% | 減碼 |
| Choate Investment Advisors | 1,856 | $72.5 萬 | 0.02% | +8+0.4% | 加碼 |
| Pearl River Capital, LLC | 1,849 | $72.2 萬 | 0.12% | +1,849 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 1,843 | $72.0 萬 | 0.03% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 1,821 | $71.1 萬 | 0.05% | −28−1.5% | 減碼 |
| Trust Asset Management LLC | 1,820 | $71.1 萬 | 0.07% | 00.0% | 不變 |
| XTX Topco Ltd | 1,797 | $70.2 萬 | 0.15% | −272−13.1% | 減碼 |
| Brown Brothers Harriman & Co | 1,794 | $70.1 萬 | 0.01% | −1−0.1% | 減碼 |
| Spinnaker Trust | 1,785 | $69.7 萬 | 0.05% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 1,783 | $69.7 萬 | 0.04% | +4+0.2% | 加碼 |
| Morningstar Investment Services LLC | 1,775 | $69.3 萬 | 0.00% | +988+125.5% | 加碼 |
| J. W. Coons Advisors, LLC | 1,750 | $68.3 萬 | 0.18% | 00.0% | 不變 |
| Ritholtz Wealth Management | 1,749 | $68.3 萬 | 0.03% | +60+3.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,749 | $68.3 萬 | 0.02% | −72−4.0% | 減碼 |
| High Net Worth Advisory Group LLC | 1,744 | $68.1 萬 | 0.25% | 00.0% | 不變 |
| Mather Group, LLC. | 1,737 | $67.8 萬 | 0.01% | +330+23.5% | 加碼 |
| Walter & Keenan Financial Consulting Co | 1,724 | $67.3 萬 | 0.24% | 00.0% | 不變 |
| Wedmont Private Capital | 1,787 | $67.1 萬 | 0.05% | +216+13.7% | 加碼 |
| Cigna Investments Inc | 1,717 | $67.1 萬 | 0.14% | −6−0.3% | 減碼 |
| Dodge & Cox | 1,702 | $66.5 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,699 | $66.4 萬 | 0.03% | +152+9.8% | 加碼 |
| D.B. Root & Company, LLC | 1,694 | $66.2 萬 | 0.24% | −269−13.7% | 減碼 |
| Two Sigma Securities, LLC | 1,682 | $65.7 萬 | 0.03% | +1,682 | 新進 |
| Sound View Wealth Advisors Group, LLC | 1,670 | $65.2 萬 | 0.07% | +90+5.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,666 | $65.1 萬 | 0.01% | +1,403+533.5% | 加碼 |
| Pacific Global Investment Management CO | 1,660 | $64.8 萬 | 0.13% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 1,659 | $64.8 萬 | 0.01% | +215+14.9% | 加碼 |
| Federated Hermes, Inc. | 1,645 | $64.2 萬 | 0.00% | −122−6.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,642 | $64.1 萬 | 0.07% | −5,751−77.8% | 減碼 |
| Valeo Financial Advisors, LLC | 1,633 | $63.8 萬 | 0.03% | −465−22.2% | 減碼 |
| Institute for Wealth Management, LLC. | 1,628 | $63.6 萬 | 0.10% | +4+0.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 1,624 | $63.4 萬 | 0.01% | −575−26.1% | 減碼 |
| Bartlett & Co. LLC | 1,624 | $63.4 萬 | 0.01% | −575−26.1% | 減碼 |
| Syon Capital LLC | 1,615 | $63.1 萬 | 0.06% | +431+36.4% | 加碼 |
| Penserra Capital Management LLC | 1,620 | $63.0 萬 | 0.01% | −93−5.4% | 減碼 |
| Lakeview Capital Partners, LLC | 1,611 | $62.9 萬 | 0.11% | +94+6.2% | 加碼 |
| Simplex Trading, LLC | 1,612 | $62.9 萬 | 0.02% | +264+19.6% | 加碼 |
| Ellevest, Inc. | 1,562 | $61.0 萬 | 0.04% | −49−3.0% | 減碼 |
| RMB Capital Management, LLC | 1,558 | $60.8 萬 | 0.02% | +6+0.4% | 加碼 |
| Circle Wealth Management, LLC | 1,538 | $60.1 萬 | 0.02% | +142+10.2% | 加碼 |
| Empower Advisory Group, LLC | 1,529 | $59.7 萬 | 0.00% | −2−0.1% | 減碼 |
| Wealthspire Advisors, LLC | 1,512 | $59.1 萬 | 0.01% | +1,512 | 新進 |
| Argent Trust Co | 1,507 | $58.9 萬 | 0.03% | −1−0.1% | 減碼 |
| Borer Denton & Associates, Inc. | 1,505 | $58.8 萬 | 0.22% | 00.0% | 不變 |
| Quintet Private Bank (Europe) S.A. | 1,485 | $58.0 萬 | 0.04% | −11,240−88.3% | 減碼 |
| Cozad Asset Management Inc | 1,480 | $57.8 萬 | 0.07% | −400−21.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 1,470 | $57.4 萬 | 0.04% | −137−8.5% | 減碼 |
| Castle Rock Wealth Management, LLC | 1,543 | $57.3 萬 | 0.17% | 00.0% | 不變 |
| Brave Asset Management Inc | 1,463 | $57.1 萬 | 0.16% | +5+0.3% | 加碼 |
| Correct Capital Wealth Management | 1,463 | $57.1 萬 | 0.14% | +1,463 | 新進 |
| Lido Advisors, LLC | 1,453 | $56.8 萬 | 0.01% | +274+23.2% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 1,434 | $56.0 萬 | 0.16% | −78−5.2% | 減碼 |
| Lincoln National Corp | 1,427 | $55.7 萬 | 0.01% | +80+5.9% | 加碼 |
| Argyle Capital Management Inc. | 1,400 | $54.7 萬 | 0.23% | 00.0% | 不變 |
| NorthRock Partners, LLC | 1,397 | $54.6 萬 | 0.02% | +673+93.0% | 加碼 |