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 4 季 13F 持有人
Moodys Corp 在 2025/12/31 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
- 1,424
- 較 2025 年第 3 季 +115 家
- 持有股數
- 1.63 億
- 較 2025 年第 3 季 +144.3 萬 (+0.9%)
- 總市值
- $831.2 億
- 較 2025 年第 3 季 +$62.4 億 (+8.1%)
- 新進機構
- 205
- 另有 508 家加碼
- 清倉機構
- 90
- 另有 475 家減碼
另有 28 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 1,375 | $70.2 萬 | 0.03% | +54+4.1% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,376 | $70.3 萬 | 0.02% | −105−7.1% | 減碼 |
| Fortis Capital Management LLC | 1,390 | $71.0 萬 | 0.09% | −45−3.1% | 減碼 |
| Argyle Capital Management Inc. | 1,400 | $71.5 萬 | 0.24% | 00.0% | 不變 |
| Dara Capital US, Inc. | 1,408 | $71.9 萬 | 0.64% | +1,408 | 新進 |
| Fiduciary Family Office, LLC | 1,408 | $71.9 萬 | 0.21% | −304−17.8% | 減碼 |
| Opes Wealth Management LLC | 1,410 | $72.0 萬 | 0.12% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 1,339 | $72.2 萬 | 0.02% | −368−21.6% | 減碼 |
| Seeds Investor LLC | 1,413 | $72.2 萬 | 0.14% | −22−1.5% | 減碼 |
| Evergreen Capital Management LLC | 1,414 | $72.2 萬 | 0.02% | −807−36.3% | 減碼 |
| Wellington Grp LLC | 1,416 | $72.3 萬 | 0.24% | +1,416 | 新進 |
| Westpac Banking Corp | 1,423 | $72.7 萬 | 0.05% | −5−0.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 1,491 | $73.3 萬 | 0.02% | +50+3.5% | 加碼 |
| Mutual Advisors, LLC | 1,440 | $73.6 萬 | 0.02% | −44−3.0% | 減碼 |
| Castle Rock Wealth Management, LLC | 1,554 | $73.8 萬 | 0.16% | +2+0.1% | 加碼 |
| Hilltop National Bank | 1,451 | $74.1 萬 | 0.18% | −5−0.3% | 減碼 |
| Azzad Asset Management Inc | 1,457 | $74.4 萬 | 0.07% | +46+3.3% | 加碼 |
| Brave Asset Management Inc | 1,463 | $74.7 萬 | 0.18% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,464 | $74.8 萬 | 0.01% | −161−9.9% | 減碼 |
| Ascent Group, LLC | 1,473 | $75.3 萬 | 0.03% | −33−2.2% | 減碼 |
| Resources Investment Advisors, LLC. | 1,488 | $76.0 萬 | 0.01% | −276−15.6% | 減碼 |
| Cigna Investments Inc | 1,496 | $76.4 萬 | 0.11% | −14−0.9% | 減碼 |
| Chou Associates Management Inc.大師Chou Associates | 1,500 | $76.6 萬 | 0.38% | −4,399−74.6% | 減碼 |
| Polymer Capital Management (US) LLC | 1,503 | $76.8 萬 | 0.10% | +292+24.1% | 加碼 |
| Evercore Wealth Management, LLC | 1,504 | $76.8 萬 | 0.01% | 00.0% | 不變 |
| Borer Denton & Associates, Inc. | 1,505 | $76.9 萬 | 0.26% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 1,529 | $78.1 萬 | 0.03% | −1,784−53.8% | 減碼 |
| Argent Trust Co | 1,530 | $78.2 萬 | 0.03% | −48−3.0% | 減碼 |
| Dempze Nancy E | 1,550 | $79.2 萬 | 0.41% | +1,550 | 新進 |
| Sowell Financial Services LLC | 1,556 | $79.5 萬 | 0.03% | +4+0.3% | 加碼 |
| Ashton Thomas Securities, LLC | 1,576 | $80.5 萬 | 0.15% | −59−3.6% | 減碼 |
| Crestmont Private Wealth LLC | 1,582 | $80.8 萬 | 0.26% | +37+2.4% | 加碼 |
| Dimension Capital Management LLC | 1,586 | $81.0 萬 | 0.11% | 00.0% | 不變 |
| Havemeyer Place LP | 1,590 | $81.2 萬 | 0.16% | +1,590 | 新進 |
| Personal Cfo Solutions, LLC | 1,600 | $81.8 萬 | 0.13% | −19−1.2% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 1,602 | $81.8 萬 | 0.11% | 00.0% | 不變 |
| Allworth Financial LP | 1,611 | $82.3 萬 | 0.00% | +196+13.9% | 加碼 |
| Chicago Trust Co NA | 1,618 | $82.7 萬 | 0.13% | −150−8.5% | 減碼 |
| Atomi Financial Group, Inc. | 1,621 | $82.8 萬 | 0.02% | +312+23.8% | 加碼 |
| Fortis Capital Advisors, LLC | 1,623 | $82.9 萬 | 0.12% | +1,623 | 新進 |
| RMB Capital Management, LLC | 1,640 | $83.8 萬 | 0.01% | +1+0.1% | 加碼 |
| Davidson Trust Co | 1,641 | $83.8 萬 | 0.35% | −33−2.0% | 減碼 |
| Aptus Capital Advisors, LLC | 1,664 | $85.0 萬 | 0.01% | +20+1.2% | 加碼 |
| Profund Advisors LLC | 1,681 | $85.9 萬 | 0.03% | −445−20.9% | 減碼 |
| Patriot Investment Management Inc. | 1,689 | $86.3 萬 | 0.05% | 00.0% | 不變 |
| BAM Wealth Management, LLC | 1,693 | $86.5 萬 | 0.63% | −135−7.4% | 減碼 |
| Invesco, LLC | 1,696 | $86.6 萬 | 0.29% | +26+1.6% | 加碼 |
| Ofi Invest Asset Management | 1,762 | $86.7 萬 | 0.01% | +1,498+567.4% | 加碼 |
| Aviso Financial Inc. | 1,707 | $87.2 萬 | 0.03% | −38−2.2% | 減碼 |
| Dearborn Partners LLC | 1,710 | $87.4 萬 | 0.04% | −97−5.4% | 減碼 |
| Baader Bank INC | 1,717 | $87.4 萬 | 0.07% | −1,034−37.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,728 | $88.3 萬 | 0.06% | −2−0.1% | 減碼 |
| Trust Asset Management LLC | 1,731 | $88.4 萬 | 0.06% | −65−3.6% | 減碼 |
| Pensionmark Financial Group, LLC | 1,735 | $88.6 萬 | 0.01% | +1,176+210.4% | 加碼 |
| High Net Worth Advisory Group LLC | 1,740 | $88.9 萬 | 0.20% | 00.0% | 不變 |
| Mattern Capital Management, LLC | 1,741 | $88.9 萬 | 0.11% | +176+11.2% | 加碼 |
| GKV Capital Management Co., Inc. | 1,800 | $92.0 萬 | 0.34% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 1,786 | $92.3 萬 | 0.14% | +4+0.2% | 加碼 |
| Sagespring Wealth Partners, LLC | 1,809 | $92.4 萬 | 0.02% | +271+17.6% | 加碼 |
| Sepio Capital, LP | 1,834 | $93.7 萬 | 0.05% | +351+23.7% | 加碼 |
| Spinnaker Trust | 1,840 | $94.0 萬 | 0.05% | 00.0% | 不變 |
| Asset Management Group, Inc. | 1,862 | $95.1 萬 | 0.15% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 1,866 | $95.3 萬 | 0.04% | +1+0.1% | 加碼 |
| Fishman Jay A Ltd | 1,875 | $95.8 萬 | 0.08% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 1,890 | $96.6 萬 | 0.26% | −6−0.3% | 減碼 |
| Verdence Capital Advisors LLC | 1,895 | $96.8 萬 | 0.06% | +21+1.1% | 加碼 |
| Stamos Capital Partners, L.P. | 1,897 | $96.9 萬 | 0.16% | +590+45.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 1,905 | $97.3 萬 | 0.01% | −1,507−44.2% | 減碼 |
| Simplicity Wealth,LLC | 1,907 | $97.4 萬 | 0.06% | +205+12.0% | 加碼 |
| GTS Securities LLC | 1,916 | $97.9 萬 | 0.03% | +930+94.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,891 | $98.1 萬 | 0.01% | +10+0.5% | 加碼 |
| Whittier Trust Co | 1,856 | $98.9 萬 | 0.01% | +5+0.3% | 加碼 |
| EFG International AG | 1,938 | $99.0 萬 | 0.02% | +1,938 | 新進 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,948 | $99.5 萬 | 0.00% | −652−25.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,951 | $99.7 萬 | 0.01% | −2,598−57.1% | 減碼 |
| Okabena Investment Services Inc | 1,952 | $99.7 萬 | 0.19% | −301−13.4% | 減碼 |
| Valeo Financial Advisors, LLC | 1,989 | $101.6 萬 | 0.02% | +113+6.0% | 加碼 |
| Enhancing Capital LLC | 2,000 | $102.2 萬 | 0.73% | 00.0% | 不變 |
| We Are One Seven, LLC | 2,001 | $102.2 萬 | 0.02% | +246+14.0% | 加碼 |
| Prospera Financial Services Inc | 2,017 | $103.1 萬 | 0.02% | +1,562+343.3% | 加碼 |
| Assetmark, Inc | 2,025 | $103.4 萬 | 0.00% | +109+5.7% | 加碼 |
| Choate Investment Advisors | 2,029 | $103.7 萬 | 0.02% | 00.0% | 不變 |
| Riversedge Advisors, LLC | 2,041 | $104.3 萬 | 0.17% | +10+0.5% | 加碼 |
| Sentry LLC | 2,042 | $104.3 萬 | 0.29% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 2,042 | $104.4 萬 | 0.00% | −742−26.7% | 減碼 |
| Circle Wealth Management, LLC | 2,045 | $104.5 萬 | 0.02% | +12+0.6% | 加碼 |
| Waldron Private Wealth LLC | 2,052 | $104.8 萬 | 0.04% | +3+0.1% | 加碼 |
| Maple Capital Management, Inc. | 2,057 | $105.1 萬 | 0.07% | −45−2.1% | 減碼 |
| Stableford Capital II LLC | 2,067 | $105.6 萬 | 0.38% | −65−3.0% | 減碼 |
| Novem Group | 2,105 | $107.5 萬 | 0.12% | +167+8.6% | 加碼 |
| Aaron Wealth Advisors | 2,108 | $107.7 萬 | 0.06% | +661+45.7% | 加碼 |
| Mangrove Partners | 2,113 | $107.9 萬 | 0.09% | +2,113 | 新進 |
| Brookstone Capital Management | 2,140 | $109.3 萬 | 0.01% | +155+7.8% | 加碼 |
| Capital Analysts, LLC | 2,155 | $110.1 萬 | 0.03% | −220−9.3% | 減碼 |
| AlTi Global, Inc. | 2,156 | $110.1 萬 | 0.02% | −23−1.1% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 2,228 | $111.0 萬 | 0.09% | +2,228 | 新進 |
| Global Retirement Partners, LLC | 2,174 | $111.1 萬 | 0.02% | +1,503+224.0% | 加碼 |
| Triangle Securities Wealth Management | 2,178 | $111.3 萬 | 0.23% | +23+1.1% | 加碼 |
| Westbourne Investment Advisors, Inc. | 2,186 | $111.7 萬 | 0.31% | −100−4.4% | 減碼 |
| EP Wealth Advisors, LLC | 2,202 | $112.5 萬 | 0.01% | +2,202 | 新進 |