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 1,415 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。
2025 年第 1 季 13F 持有人
Moodys Corp 在 2025/3/31 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
- 1,314
- 較 2024 年第 4 季 +28 家
- 持有股數
- 1.66 億
- 較 2024 年第 4 季 +216.4 萬 (+1.3%)
- 總市值
- $774.6 億
- 較 2024 年第 4 季 −$2.98 億 (−0.4%)
- 新進機構
- 130
- 另有 532 家加碼
- 清倉機構
- 102
- 另有 423 家減碼
另有 16 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Syon Capital LLC | 1,902 | $88.6 萬 | 0.07% | +169+9.8% | 加碼 |
| Evergreen Capital Management LLC | 1,920 | $89.4 萬 | 0.03% | −14−0.7% | 減碼 |
| Promethium Advisors,llc | 1,928 | $89.8 萬 | 0.58% | +782+68.2% | 加碼 |
| Panagora Asset Management Inc | 1,973 | $91.9 萬 | 0.00% | −167−7.8% | 減碼 |
| Riversedge Advisors, LLC | 1,979 | $92.2 萬 | 0.21% | +28+1.4% | 加碼 |
| Aptus Capital Advisors, LLC | 1,988 | $92.6 萬 | 0.01% | +641+47.6% | 加碼 |
| Choate Investment Advisors | 1,996 | $93.0 萬 | 0.02% | +5+0.3% | 加碼 |
| Stonebridge Capital Management Inc | 2,000 | $93.1 萬 | 0.40% | 00.0% | 不變 |
| Enhancing Capital LLC | 2,000 | $93.1 萬 | 0.75% | 00.0% | 不變 |
| Smart Money Group LLC | 2,006 | $93.4 萬 | 0.32% | +479+31.4% | 加碼 |
| Legacy Capital Group California, Inc. | 2,027 | $94.4 萬 | 0.33% | +2,027 | 新進 |
| Sentry LLC | 2,042 | $95.1 萬 | 0.19% | 00.0% | 不變 |
| Lineweaver Wealth Advisors, LLC | 2,050 | $95.5 萬 | 0.16% | −954−31.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,055 | $95.7 萬 | 0.01% | +33+1.6% | 加碼 |
| Fieldview Capital Management, LLC | 2,057 | $95.8 萬 | 0.14% | +2,057 | 新進 |
| Quantbot Technologies LP | 2,058 | $95.8 萬 | 0.03% | −9,816−82.7% | 減碼 |
| Lawson Kroeker Investment Management Inc | 2,070 | $96.4 萬 | 0.18% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 2,088 | $97.2 萬 | 0.05% | −799−27.7% | 減碼 |
| J. W. Coons Advisors, LLC | 2,128 | $99.1 萬 | 0.26% | +100+4.9% | 加碼 |
| Maple Capital Management, Inc. | 2,152 | $100.2 萬 | 0.08% | −4−0.2% | 減碼 |
| Profund Advisors LLC | 2,165 | $100.8 萬 | 0.04% | −136−5.9% | 減碼 |
| Roberts Capital Advisors, LLC | 2,183 | $101.7 萬 | 0.89% | 00.0% | 不變 |
| Asset Management Group, Inc. | 2,197 | $102.3 萬 | 0.19% | −248−10.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 2,200 | $102.5 萬 | 0.44% | +2,200 | 新進 |
| Triangle Securities Wealth Management | 2,207 | $102.8 萬 | 0.26% | −25−1.1% | 減碼 |
| Wedmont Private Capital | 2,427 | $104.0 萬 | 0.05% | +133+5.8% | 加碼 |
| Adviser Investments LLC | 2,240 | $104.3 萬 | 0.01% | −101−4.3% | 減碼 |
| Baader Bank INC | 2,274 | $105.8 萬 | 0.11% | +10+0.4% | 加碼 |
| Cypress Capital Group | 2,280 | $106.2 萬 | 0.14% | −10−0.4% | 減碼 |
| Benin Management CORP | 2,283 | $106.3 萬 | 0.30% | 00.0% | 不變 |
| Novem Group | 2,303 | $107.3 萬 | 0.15% | +566+32.6% | 加碼 |
| LVW Advisors, LLC | 2,341 | $109.0 萬 | 0.13% | +84+3.7% | 加碼 |
| Exchange Traded Concepts, LLC | 2,386 | $111.1 萬 | 0.02% | +795+50.0% | 加碼 |
| Capital Analysts, LLC | 2,395 | $111.5 萬 | 0.04% | −80−3.2% | 減碼 |
| Ritholtz Wealth Management | 2,452 | $114.2 萬 | 0.03% | +432+21.4% | 加碼 |
| National Asset Management, Inc. | 2,453 | $114.2 萬 | 0.03% | −1,118−31.3% | 減碼 |
| Heritage Family Offices, LLP | 2,481 | $115.5 萬 | 0.59% | +18+0.7% | 加碼 |
| Redmond Asset Management, LLC | 2,490 | $116.0 萬 | 0.30% | +48+2.0% | 加碼 |
| E Fund Management Co., Ltd. | 2,490 | $116.0 萬 | 0.06% | +981+65.0% | 加碼 |
| Bahl & Gaynor Inc | 2,516 | $117.2 萬 | 0.01% | −11−0.4% | 減碼 |
| Smartleaf Asset Management LLC | 2,552 | $117.8 萬 | 0.11% | +439+20.8% | 加碼 |
| Anchor Investment Management, LLC | 2,532 | $117.9 萬 | 0.11% | 00.0% | 不變 |
| Magnetar Financial LLC | 2,535 | $118.1 萬 | 0.02% | +2,535 | 新進 |
| Smithfield Trust Co | 2,542 | $118.3 萬 | 0.06% | 00.0% | 不變 |
| Callan Family Office, LLC | 2,541 | $118.3 萬 | 0.09% | −782−23.5% | 減碼 |
| Washington Trust Advisors, Inc. | 2,555 | $119.0 萬 | 0.11% | 00.0% | 不變 |
| Horizon Investments, LLC | 2,556 | $119.0 萬 | 0.04% | +88+3.6% | 加碼 |
| Key Financial Inc | 2,570 | $119.7 萬 | 0.26% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 2,590 | $120.7 萬 | 0.04% | −2,530−49.4% | 減碼 |
| Principal Securities, Inc. | 2,551 | $120.8 萬 | 0.03% | 00.0% | 不變 |
| Avanda Investment Management Pte. Ltd. | 2,600 | $121.1 萬 | 0.43% | +2,600 | 新進 |
| Oppenheimer & Co Inc | 2,603 | $121.2 萬 | 0.02% | +350+15.5% | 加碼 |
| AXS Investments LLC | 2,623 | $122.2 萬 | 0.34% | −134−4.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,627 | $122.3 萬 | 0.05% | −139−5.0% | 減碼 |
| Sepio Capital, LP | 2,636 | $122.7 萬 | 0.10% | −2−0.1% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 2,637 | $122.8 萬 | 0.03% | −1,840−41.1% | 減碼 |
| Pinnacle Financial Partners Inc | 2,602 | $123.2 萬 | 0.02% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 2,661 | $123.9 萬 | 0.44% | −140−5.0% | 減碼 |
| Accretive Wealth Partners, LLC | 2,729 | $126.3 萬 | 0.45% | +198+7.8% | 加碼 |
| MUFG Securities Americas Inc. | 2,740 | $127.6 萬 | 0.15% | +439+19.1% | 加碼 |
| Evermay Wealth Management LLC | 2,742 | $127.7 萬 | 0.17% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,745 | $127.8 萬 | 0.01% | +324+13.4% | 加碼 |
| Stevens Capital Management LP | 2,756 | $128.3 萬 | 0.32% | +2,756 | 新進 |
| Assetmark, Inc | 2,786 | $129.7 萬 | 0.00% | +299+12.0% | 加碼 |
| Central Trust Co | 2,856 | $133.0 萬 | 0.03% | −17−0.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,861 | $133.2 萬 | 0.01% | −99−3.3% | 減碼 |
| Ballast Advisors LLC | 2,864 | $133.4 萬 | 0.43% | +213+8.0% | 加碼 |
| SRS Capital Advisors, Inc. | 2,903 | $135.2 萬 | 0.09% | −460−13.7% | 減碼 |
| Quest Partners LLC | 2,980 | $138.8 萬 | 0.15% | −2,333−43.9% | 減碼 |
| Monte Financial Group, LLC | 3,279 | $139.3 萬 | 0.61% | +384+13.3% | 加碼 |
| Vestcor Inc | 2,995 | $139.5 萬 | 0.05% | +6+0.2% | 加碼 |
| Genus Capital Management Inc. | 3,013 | $140.3 萬 | 0.20% | +3,013 | 新進 |
| Coldstream Capital Management Inc | 3,019 | $140.6 萬 | 0.03% | +66+2.2% | 加碼 |
| Equitable Trust Co | 3,034 | $141.3 萬 | 0.08% | −79−2.5% | 減碼 |
| Harbor Capital Advisors, Inc. | 3,034 | $141.3 萬 | 0.06% | +3,034 | 新進 |
| Frank, Rimerman Advisors LLC | 3,035 | $141.3 萬 | 0.11% | +52+1.7% | 加碼 |
| MAI Capital Management | 3,038 | $141.5 萬 | 0.01% | +74+2.5% | 加碼 |
| Bridges Investment Management Inc | 3,040 | $141.6 萬 | 0.02% | −124−3.9% | 減碼 |
| Independent Advisor Alliance | 3,049 | $142.0 萬 | 0.05% | −406−11.8% | 減碼 |
| CWA Asset Management Group, LLC | 3,051 | $142.1 萬 | 0.07% | −44−1.4% | 減碼 |
| Entropy Technologies, LP | 3,068 | $142.9 萬 | 0.14% | +2,368+338.3% | 加碼 |
| RSM US Wealth Management LLC | 3,086 | $143.7 萬 | 0.02% | −1,226−28.4% | 減碼 |
| Hills Bank & Trust Co | 3,087 | $143.8 萬 | 0.10% | −26−0.8% | 減碼 |
| ExodusPoint Capital Management, LP | 3,095 | $144.1 萬 | 0.02% | +3,095 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 3,104 | $144.6 萬 | 0.10% | +3,104 | 新進 |
| Ironwood Investment Counsel, LLC | 3,118 | $145.2 萬 | 0.25% | +14+0.5% | 加碼 |
| Rockline Wealth Management, LLC | 3,127 | $145.6 萬 | 0.41% | +230+7.9% | 加碼 |
| Savant Capital, LLC | 3,157 | $147.0 萬 | 0.01% | −114−3.5% | 減碼 |
| Great Lakes Retirement, Inc. | 3,185 | $148.3 萬 | 0.19% | +281+9.7% | 加碼 |
| TownSquare Capital, LLC | 3,184 | $148.3 萬 | 0.02% | +753+31.0% | 加碼 |
| Capital Investment Advisors, LLC | 3,244 | $151.1 萬 | 0.03% | +518+19.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,282 | $152.8 萬 | 0.04% | +2,440+289.8% | 加碼 |
| V-Square Quantitative Management LLC | 3,288 | $153.1 萬 | 0.22% | +177+5.7% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 3,290 | $153.2 萬 | 0.00% | −5,031−60.5% | 減碼 |
| Round Hill Asset Management | 3,299 | $153.6 萬 | 1.10% | 00.0% | 不變 |
| Private Advisor Group, LLC | 3,317 | $154.5 萬 | 0.01% | −150−4.3% | 減碼 |
| Mystic Asset Management, Inc. | 3,348 | $155.9 萬 | 0.41% | 00.0% | 不變 |
| Qtron Investments LLC | 3,375 | $157.2 萬 | 0.24% | +618+22.4% | 加碼 |
| Everence Capital Management Inc | 3,375 | $157.2 萬 | 0.11% | 00.0% | 不變 |
| Pilgrim Partners Asia Pte Ltd | 3,410 | $158.8 萬 | 1.51% | −690−16.8% | 減碼 |