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。
2026 年第 1 季 13F 持有人
Moodys Corp 在 2026/3/31 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
- 1,386
- 較 2025 年第 4 季 −18 家
- 持有股數
- 1.61 億
- 較 2025 年第 4 季 +1,567 萬 (+10.8%)
- 總市值
- $701.2 億
- 較 2025 年第 4 季 −$39.6 億 (−5.3%)
- 新進機構
- 154
- 另有 496 家加碼
- 清倉機構
- 172
- 另有 511 家減碼
另有 20 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MOKAN Wealth Management Inc. | 1,612 | $70.3 萬 | 0.31% | −1,157−41.8% | 減碼 |
| Savvy Advisors, Inc. | 1,634 | $71.3 萬 | 0.02% | +466+39.9% | 加碼 |
| We Are One Seven, LLC | 1,640 | $71.5 萬 | 0.01% | −361−18.0% | 減碼 |
| Davidson Trust Co | 1,641 | $71.6 萬 | 0.31% | 00.0% | 不變 |
| RMB Capital Management, LLC | 1,643 | $71.7 萬 | 0.01% | +3+0.2% | 加碼 |
| Assetmark, Inc | 1,644 | $71.7 萬 | 0.00% | −381−18.8% | 減碼 |
| Pensionmark Financial Group, LLC | 1,653 | $72.1 萬 | 0.01% | −82−4.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 1,665 | $72.6 萬 | 0.05% | −63−3.6% | 減碼 |
| Engineers Gate Manager LP | 1,666 | $72.7 萬 | 0.01% | +1,666 | 新進 |
| Crestmont Private Wealth LLC | 1,682 | $73.4 萬 | 0.23% | +100+6.3% | 加碼 |
| Patriot Investment Management Inc. | 1,689 | $73.7 萬 | 0.05% | 00.0% | 不變 |
| BTG Pactual Asset Management US LLC | 1,690 | $73.7 萬 | 0.07% | +1,690 | 新進 |
| Cynosure Management, LLC | 1,720 | $75.0 萬 | 0.09% | −909−34.6% | 減碼 |
| Trust Asset Management LLC | 1,731 | $75.5 萬 | 0.05% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 1,740 | $75.9 萬 | 0.18% | 00.0% | 不變 |
| Dearborn Partners LLC | 1,741 | $76.0 萬 | 0.04% | +31+1.8% | 加碼 |
| GKV Capital Management Co., Inc. | 1,800 | $78.5 萬 | 0.29% | 00.0% | 不變 |
| AlTi Global, Inc. | 1,834 | $80.0 萬 | 0.02% | −322−14.9% | 減碼 |
| Spinnaker Trust | 1,840 | $80.3 萬 | 0.04% | 00.0% | 不變 |
| Aaron Wealth Advisors | 1,848 | $80.6 萬 | 0.05% | −260−12.3% | 減碼 |
| Fisher Asset Management, LLC | 1,847 | $80.6 萬 | 0.00% | −195−9.5% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,891 | $80.8 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 1,853 | $80.8 萬 | 0.03% | +477+34.7% | 加碼 |
| Choate Investment Advisors | 1,858 | $81.1 萬 | 0.02% | −171−8.4% | 減碼 |
| Walter & Keenan Financial Consulting Co | 1,861 | $81.2 萬 | 0.23% | −29−1.5% | 減碼 |
| Asset Management Group, Inc. | 1,862 | $81.2 萬 | 0.13% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 1,866 | $81.4 萬 | 0.04% | 00.0% | 不變 |
| Fishman Jay A Ltd | 1,875 | $81.8 萬 | 0.07% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 1,805 | $82.0 萬 | 0.11% | +19+1.1% | 加碼 |
| Cache Advisors, LLC | 1,900 | $82.9 萬 | 0.10% | +564+42.2% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,905 | $83.1 萬 | 0.00% | −43−2.2% | 減碼 |
| Whittier Trust Co | 1,873 | $83.2 萬 | 0.01% | +17+0.9% | 加碼 |
| Pallas Capital Advisors LLC | 1,913 | $83.5 萬 | 0.03% | +1,102+135.9% | 加碼 |
| Belpointe Asset Management LLC | 1,947 | $84.9 萬 | 0.03% | −931−32.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 1,949 | $85.0 萬 | 0.11% | +890+84.0% | 加碼 |
| Prospera Financial Services Inc | 1,951 | $85.1 萬 | 0.01% | −66−3.3% | 減碼 |
| Capital Analysts, LLC | 1,955 | $85.3 萬 | 0.02% | −200−9.3% | 減碼 |
| Sagespring Wealth Partners, LLC | 1,960 | $85.5 萬 | 0.02% | +151+8.3% | 加碼 |
| Allworth Financial LP | 1,978 | $86.3 萬 | 0.00% | +367+22.8% | 加碼 |
| LVW Advisors, LLC | 1,987 | $86.7 萬 | 0.08% | −620−23.8% | 減碼 |
| Circle Wealth Management, LLC | 1,993 | $86.9 萬 | 0.01% | −52−2.5% | 減碼 |
| Brighton Jones LLC | 1,994 | $87.0 萬 | 0.02% | +1,994 | 新進 |
| Simplicity Wealth,LLC | 1,996 | $87.1 萬 | 0.05% | +89+4.7% | 加碼 |
| Enhancing Capital LLC | 2,000 | $87.3 萬 | 0.65% | 00.0% | 不變 |
| Stonebridge Capital Management Inc | 2,000 | $87.3 萬 | 0.40% | +2,000 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 2,002 | $87.3 萬 | 0.03% | −2,507−55.6% | 減碼 |
| Verdence Capital Advisors LLC | 2,007 | $87.6 萬 | 0.05% | +112+5.9% | 加碼 |
| Okabena Investment Services Inc | 2,025 | $88.3 萬 | 0.17% | +73+3.7% | 加碼 |
| Virtu Financial LLC | 2,026 | $88.4 萬 | 0.04% | +2,026 | 新進 |
| Goelzer Investment Management, Inc. | 2,028 | $88.5 萬 | 0.04% | +2,028 | 新進 |
| TIAA Wealth Investment Management LLC | 2,050 | $89.4 萬 | 0.01% | +2,050 | 新進 |
| Waldron Private Wealth LLC | 2,069 | $90.3 萬 | 0.04% | +17+0.8% | 加碼 |
| Stableford Capital II LLC | 2,080 | $90.7 萬 | 0.34% | +13+0.6% | 加碼 |
| Brookstone Capital Management | 2,097 | $91.5 萬 | 0.01% | −43−2.0% | 減碼 |
| Intesa Sanpaolo S.p.A. | 2,108 | $92.0 萬 | 0.06% | −2,320−52.4% | 減碼 |
| Capricorn Fund Managers Ltd | 2,111 | $92.1 萬 | 0.14% | +2,111 | 新進 |
| Northwest & Ethical Investments L.P. | 2,080 | $92.4 萬 | 0.02% | +2,080 | 新進 |
| Westbourne Investment Advisors, Inc. | 2,136 | $93.2 萬 | 0.27% | −50−2.3% | 減碼 |
| Buckingham Strategic Partners | 2,144 | $93.5 萬 | 0.01% | +2,144 | 新進 |
| Reflection Asset Management | 2,145 | $93.6 萬 | 0.57% | −1,293−37.6% | 減碼 |
| GAMMA Investing LLC | 2,160 | $94.2 萬 | 0.04% | −461−17.6% | 減碼 |
| Triangle Securities Wealth Management | 2,169 | $94.6 萬 | 0.21% | −9−0.4% | 減碼 |
| Bluedoor Private Wealth, LLC | 2,186 | $95.4 萬 | 0.44% | −45−2.0% | 減碼 |
| Institute for Wealth Management, LLC. | 2,200 | $96.0 萬 | 0.10% | −15−0.7% | 減碼 |
| LGT Fund Management Co Ltd. | 2,215 | $96.6 萬 | 0.04% | −16,225−88.0% | 減碼 |
| Novem Group | 2,222 | $96.9 萬 | 0.11% | +117+5.6% | 加碼 |
| Drake & Associates, LLC | 2,228 | $97.2 萬 | 0.19% | +2,228 | 新進 |
| Krilogy Financial LLC | 2,202 | $98.8 萬 | 0.03% | +1,002+83.5% | 加碼 |
| Benin Management CORP | 2,283 | $99.6 萬 | 0.22% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,302 | $100.4 萬 | 0.03% | −1,497−39.4% | 減碼 |
| Smart Money Group LLC | 2,318 | $101.1 萬 | 0.29% | −18−0.8% | 減碼 |
| Genus Capital Management Inc. | 2,326 | $101.5 萬 | 0.12% | −62−2.6% | 減碼 |
| Atomi Financial Group, Inc. | 2,330 | $101.7 萬 | 0.03% | +709+43.7% | 加碼 |
| Riversedge Advisors, LLC | 2,367 | $103.3 萬 | 0.17% | +326+16.0% | 加碼 |
| Machina Capital S.A.S. | 2,368 | $103.3 萬 | 0.20% | −4,449−65.3% | 減碼 |
| Sandler Capital Management | 2,382 | $103.9 萬 | 0.71% | +2,382 | 新進 |
| Promethium Advisors,llc | 2,390 | $104.3 萬 | 0.54% | +4+0.2% | 加碼 |
| Adviser Investments LLC | 2,429 | $106.0 萬 | 0.01% | +10+0.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,434 | $106.2 萬 | 0.01% | −61−2.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 2,436 | $106.3 萬 | 0.03% | −167−6.4% | 減碼 |
| Meadowbrook Advisors Group, LLC | 2,464 | $107.5 萬 | 0.64% | −70−2.8% | 減碼 |
| Balyasny Asset Management LLC | 2,490 | $108.6 萬 | 0.00% | +119+5.0% | 加碼 |
| Intesa Sanpaolo Wealth Management | 2,494 | $108.8 萬 | 0.27% | −10,041−80.1% | 減碼 |
| Redmond Asset Management, LLC | 2,500 | $109.1 萬 | 0.30% | +110+4.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 2,500 | $109.1 萬 | 0.01% | +200+8.7% | 加碼 |
| Hantz Financial Services, Inc. | 2,518 | $109.8 萬 | 0.02% | −582−18.8% | 減碼 |
| Anchor Investment Management, LLC | 2,538 | $110.7 萬 | 0.09% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 2,558 | $111.6 萬 | 0.09% | +3+0.1% | 加碼 |
| Independent Advisor Alliance | 2,560 | $111.7 萬 | 0.01% | −76−2.9% | 減碼 |
| Mattern Capital Management, LLC | 2,561 | $111.7 萬 | 0.13% | +820+47.1% | 加碼 |
| Key Financial Inc | 2,564 | $111.9 萬 | 0.20% | −2−0.1% | 減碼 |
| TCW Group Inc | 2,565 | $111.9 萬 | 0.01% | +124+5.1% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 2,593 | $113.1 萬 | 0.12% | +263+11.3% | 加碼 |
| GeoWealth Management, LLC | 2,601 | $113.5 萬 | 0.04% | −849−24.6% | 減碼 |
| Alesco Advisors LLC | 2,622 | $114.4 萬 | 0.03% | +2,622 | 新進 |
| Nutshell Asset Management Ltd | 2,630 | $114.7 萬 | 0.63% | +2,630 | 新進 |
| Integrated Wealth Concepts LLC | 2,639 | $115.1 萬 | 0.01% | +1,824+223.8% | 加碼 |
| Wedmont Private Capital | 2,576 | $115.3 萬 | 0.04% | −43−1.6% | 減碼 |
| Hills Bank & Trust Co | 2,660 | $116.0 萬 | 0.06% | −91−3.3% | 減碼 |
| Summit Financial, LLC | 2,662 | $116.1 萬 | 0.01% | +248+10.3% | 加碼 |