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。
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 | 1,414 | $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 |
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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 2,055 | $95.7 萬 | 0.01% | +33+1.6% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 2,050 | $95.5 萬 | 0.16% | −954−31.8% | 減碼 |
| Sentry LLC | 2,042 | $95.1 萬 | 0.19% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 2,027 | $94.4 萬 | 0.33% | +2,027 | 新進 |
| Smart Money Group LLC | 2,006 | $93.4 萬 | 0.32% | +479+31.4% | 加碼 |
| Enhancing Capital LLC | 2,000 | $93.1 萬 | 0.75% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 2,000 | $93.1 萬 | 0.40% | 00.0% | 不變 |
| Choate Investment Advisors | 1,996 | $93.0 萬 | 0.02% | +5+0.3% | 加碼 |
| Aptus Capital Advisors, LLC | 1,988 | $92.6 萬 | 0.01% | +641+47.6% | 加碼 |
| Riversedge Advisors, LLC | 1,979 | $92.2 萬 | 0.21% | +28+1.4% | 加碼 |
| Panagora Asset Management Inc | 1,973 | $91.9 萬 | 0.00% | −167−7.8% | 減碼 |
| Promethium Advisors,llc | 1,928 | $89.8 萬 | 0.58% | +782+68.2% | 加碼 |
| Evergreen Capital Management LLC | 1,920 | $89.4 萬 | 0.03% | −14−0.7% | 減碼 |
| Syon Capital LLC | 1,902 | $88.6 萬 | 0.07% | +169+9.8% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,051 | $88.4 萬 | 0.01% | −58−2.8% | 減碼 |
| Fishman Jay A Ltd | 1,875 | $87.3 萬 | 0.10% | 00.0% | 不變 |
| SRN Advisors, LLC | 1,873 | $87.2 萬 | 0.98% | −46−2.4% | 減碼 |
| AlTi Global, Inc. | 1,857 | $86.5 萬 | 0.02% | −628−25.3% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 1,841 | $85.7 萬 | 0.05% | +10+0.5% | 加碼 |
| Spinnaker Trust | 1,840 | $85.7 萬 | 0.06% | 00.0% | 不變 |
| Whittier Trust Co | 1,815 | $84.5 萬 | 0.01% | −71−3.8% | 減碼 |
| Institute for Wealth Management, LLC. | 1,814 | $84.5 萬 | 0.11% | +30+1.7% | 加碼 |
| Legato Capital Management LLC | 1,810 | $84.3 萬 | 0.11% | 00.0% | 不變 |
| Abc Arbitrage SA | 1,806 | $84.1 萬 | 0.16% | +1,806 | 新進 |
| Kesler, Norman & Wride, LLC | 1,802 | $83.9 萬 | 0.16% | +764+73.6% | 加碼 |
| GKV Capital Management Co., Inc. | 1,800 | $83.8 萬 | 0.42% | 00.0% | 不變 |
| Trust Asset Management LLC | 1,796 | $83.6 萬 | 0.07% | −24−1.3% | 減碼 |
| Farther Finance Advisors, LLC | 1,780 | $83.4 萬 | 0.02% | +192+12.1% | 加碼 |
| Valeo Financial Advisors, LLC | 1,785 | $83.1 萬 | 0.02% | +13+0.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 1,783 | $83.0 萬 | 0.07% | +66+3.8% | 加碼 |
| First Horizon Advisors, Inc. | 1,780 | $82.9 萬 | 0.02% | +404+29.4% | 加碼 |
| Advisory Alpha, LLC | 1,777 | $82.8 萬 | 0.03% | +384+27.6% | 加碼 |
| Walter & Keenan Financial Consulting Co | 1,770 | $82.4 萬 | 0.25% | +38+2.2% | 加碼 |
| Resurgent Financial Advisors LLC | 1,765 | $82.2 萬 | 0.49% | −17−1.0% | 減碼 |
| Summit Financial, LLC | 1,764 | $82.1 萬 | 0.02% | +123+7.5% | 加碼 |
| Erste Asset Management GmbH | 1,780 | $82.1 萬 | 0.01% | −392−18.0% | 減碼 |
| Verdence Capital Advisors LLC | 1,744 | $81.2 萬 | 0.06% | −35−2.0% | 減碼 |
| High Net Worth Advisory Group LLC | 1,744 | $81.2 萬 | 0.23% | 00.0% | 不變 |
| Ascent Group, LLC | 1,735 | $80.8 萬 | 0.03% | +1,042+150.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 1,729 | $80.5 萬 | 0.03% | −1,784−50.8% | 減碼 |
| NorthRock Partners, LLC | 1,728 | $80.5 萬 | 0.03% | 00.0% | 不變 |
| Allstate Corp | 1,727 | $80.4 萬 | 0.02% | −3,152−64.6% | 減碼 |
| GAMMA Investing LLC | 1,724 | $80.3 萬 | 0.06% | +288+20.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 1,721 | $80.1 萬 | 0.07% | −156−8.3% | 減碼 |
| R Squared Ltd | 1,710 | $79.6 萬 | 0.85% | +1,150+205.4% | 加碼 |
| Patriot Investment Management Inc. | 1,689 | $78.7 萬 | 0.06% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 1,681 | $78.3 萬 | 0.06% | +1,119+199.1% | 加碼 |
| Equitable Holdings, Inc. | 1,669 | $77.7 萬 | 0.01% | +1,669 | 新進 |
| Clarius Group, LLC | 1,667 | $77.6 萬 | 0.05% | +200+13.6% | 加碼 |
| Venturi Wealth Management, LLC | 1,659 | $77.3 萬 | 0.04% | −88−5.0% | 減碼 |
| Brookstone Capital Management | 1,659 | $77.2 萬 | 0.01% | +84+5.3% | 加碼 |
| Personal Cfo Solutions, LLC | 1,652 | $76.9 萬 | 0.16% | +11+0.7% | 加碼 |
| Cornercap Investment Counsel Inc | 1,651 | $76.9 萬 | 0.40% | −20−1.2% | 減碼 |
| Empirical Asset Management, LLC | 1,644 | $76.6 萬 | 0.26% | −2,776−62.8% | 減碼 |
| KG&L Capital Management,LLC | 1,643 | $76.5 萬 | 0.25% | +253+18.2% | 加碼 |
| Davidson Trust Co | 1,641 | $76.4 萬 | 0.36% | +1,641 | 新進 |
| Cornerstone Planning Group LLC | 1,769 | $76.2 萬 | 0.18% | +14+0.8% | 加碼 |
| Argent Trust Co | 1,626 | $75.7 萬 | 0.03% | −8−0.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,625 | $75.7 萬 | 0.01% | +1+0.1% | 加碼 |
| Guardian Capital LP | 1,610 | $75.0 萬 | 0.03% | +31+2.0% | 加碼 |
| Cigna Investments Inc | 1,601 | $74.5 萬 | 0.14% | −22−1.4% | 減碼 |
| Plato Investment Management Ltd | 1,580 | $74.4 萬 | 0.06% | +367+30.3% | 加碼 |
| Balyasny Asset Management LLC | 1,589 | $74.0 萬 | 0.00% | −64,209−97.6% | 減碼 |
| Ellevest, Inc. | 1,581 | $73.6 萬 | 0.05% | −64−3.9% | 減碼 |
| Ashton Thomas Securities, LLC | 1,574 | $73.4 萬 | 0.20% | +40+2.6% | 加碼 |
| AMJ Financial Wealth Management | 1,575 | $73.3 萬 | 0.22% | +916+139.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,567 | $73.0 萬 | 0.04% | +1,007+179.8% | 加碼 |
| Dodge & Cox | 1,566 | $72.9 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 1,563 | $72.8 萬 | 0.04% | +60+4.0% | 加碼 |
| Integrated Wealth Concepts LLC | 1,555 | $72.4 萬 | 0.01% | +314+25.3% | 加碼 |
| Castle Rock Wealth Management, LLC | 1,547 | $72.3 萬 | 0.20% | 00.0% | 不變 |
| Seeds Investor LLC | 1,552 | $72.3 萬 | 0.20% | +291+23.1% | 加碼 |
| Skopos Labs, Inc. | 1,537 | $71.5 萬 | 0.15% | +449+41.3% | 加碼 |
| Belpointe Asset Management LLC | 1,534 | $71.4 萬 | 0.04% | +926+152.3% | 加碼 |
| Fortis Capital Advisors, LLC | 1,534 | $71.4 萬 | 0.15% | +1,534 | 新進 |
| Borer Denton & Associates, Inc. | 1,505 | $70.1 萬 | 0.25% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 1,504 | $70.0 萬 | 0.01% | −36−2.3% | 減碼 |
| ISAM Funds (UK) Ltd | 1,484 | $69.1 萬 | 0.34% | +524+54.6% | 加碼 |
| Patton Albertson Miller Group, LLC | 1,483 | $69.1 萬 | 0.10% | −190−11.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,475 | $68.7 萬 | 0.02% | −43−2.8% | 減碼 |
| Sienna Gestion | 1,514 | $68.5 萬 | 0.06% | 00.0% | 不變 |
| Brave Asset Management Inc | 1,463 | $68.1 萬 | 0.21% | 00.0% | 不變 |
| Aviso Financial Inc. | 1,449 | $67.5 萬 | 0.03% | +62+4.5% | 加碼 |
| Circle Wealth Management, LLC | 1,448 | $67.4 萬 | 0.02% | 00.0% | 不變 |
| Smith Group Asset Management, LLC | 1,447 | $67.4 萬 | 0.05% | +50+3.6% | 加碼 |
| Azzad Asset Management Inc | 1,426 | $66.4 萬 | 0.08% | +1,426 | 新進 |
| Opes Wealth Management LLC | 1,414 | $65.9 萬 | 0.13% | +1,414 | 新進 |
| Westpac Banking Corp | 1,409 | $65.6 萬 | 0.05% | −229−14.0% | 減碼 |
| Argyle Capital Management Inc. | 1,400 | $65.2 萬 | 0.24% | 00.0% | 不變 |
| Global Endowment Management, LP | 1,397 | $65.1 萬 | 0.08% | −1,762−55.8% | 減碼 |
| GWM Advisors LLC | 1,382 | $64.4 萬 | 0.00% | −741−34.9% | 減碼 |
| Impax Asset Management Group plc | 1,377 | $64.1 萬 | 0.00% | +1,377 | 新進 |
| Resources Investment Advisors, LLC. | 1,376 | $64.1 萬 | 0.01% | −1,026−42.7% | 減碼 |
| Fulton Bank, N.A. | 1,374 | $64.0 萬 | 0.03% | +33+2.5% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,366 | $63.6 萬 | 0.01% | +701+105.4% | 加碼 |
| International Assets Investment Management, LLC | 1,356 | $63.1 萬 | 0.06% | +266+24.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 1,346 | $62.7 萬 | 0.04% | −125−8.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 1,344 | $62.6 萬 | 0.02% | +325+31.9% | 加碼 |
| HughesLittle Investment Management Ltd. | 1,341 | $62.4 萬 | 0.13% | −24,448−94.8% | 減碼 |
| Checchi Capital Advisers, LLC | 1,338 | $62.3 萬 | 0.04% | +11+0.8% | 加碼 |