Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
DEL PRIS
SecurityAT:MOCO / Moody's Corporation
InstitutionCerity Partners LLC
Latest Disclosed Ownership54,097 shares
Latest Disclosed Value $ 23,599,527
Cerity Partners LLC reports 34.15% increase in ownership of MOCO / Moody's Corporation

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 54,097 shares of Moody's Corporation (AT:MOCO) valued at $20,226,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 40,325 shares of Moody's Corporation. This represents a change in shares of 34.15% during the quarter. The current value of the position is $21,206,024 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MOODYS COM 615369105 54,097 13,772 34.15 23,600 14.56 0.0166
2026-02-11 2025-12-31 13F MOODYS COM 615369105 40,325 463 1.16 20,600 8.46 0.0300
2025-10-22 2025-09-30 13F MOODYS COM 615369105 39,862 442 1.12 18,994 -3.93 0.0308
2025-08-13 2025-06-30 13F MOODYS Stock 615369105 39,420 -3,647 -8.47 19,773 -1.42 0.0353
2025-04-30 2025-03-31 13F MOODYS Stock 615369105 43,067 -983 -2.23 20,056 -3.89 0.0406
2025-02-13 2024-12-31 13F MOODYS COM 615369105 44,050 3,968 9.90 20,868 9.70 0.0453
2024-11-12 2024-09-30 13F MOODYS Stock 615369105 40,082 1,075 2.76 19,023 15.85 0.0421
2024-08-13 2024-06-30 13F MOODYS COM 615369105 39,007 -22,677 -36.76 16,419 -31.22 0.0432
2024-05-14 2024-03-31 13F MOODYS Stock 615369105 61,684 35,639 136.84 23,872 134.70 0.0630
2024-01-26 2023-12-31 13F MOODYS COM 615369105 26,045 -388 -1.47 10,172 21.71 0.0334
2023-11-14 2023-09-30 13F MOODYS Equities 615369105 26,433 312 1.19 8,357 -7.98 0.0406
2023-08-14 2023-06-30 13F MOODYS Equities 615369105 26,121 944 3.75 9,082 9.95 0.0354
2023-05-11 2023-03-31 13F MOODYS COM 615369105 25,177 20,745 468.07 8,260 569.37 0.0195
2023-02-15 2022-12-31 13F MOODYS Stock 615369105 4,432 2,085 88.84 1,235 116.11 0.0079
2022-11-14 2022-09-30 13F MOODYS COM 615369105 2,347 2 0.09 571 -10.36 0.0069
2022-08-10 2022-06-30 13F MOODYS COM 615369105 2,345 795 51.29 637 21.80 0.0070
2022-04-25 2022-03-31 13F MOODYS COM 615369105 1,550 -404 -20.68 523 -31.72 0.0081
2022-02-14 2021-12-31 13F MOODYS Stock 615369105 1,954 648 49.62 766 65.09 0.0117
2021-10-25 2021-09-30 13F Moodys Stock 615369105 1,306 -36 -2.68 464 -4.53 0.0102
2021-08-11 2021-06-30 13F MOODYS Stock 615369105 1,342 131 10.82 486 34.25 0.0106
2021-08-11 2021-03-31 13F/A-1 MOODYS Stock 615369105 1,211 0 0.00 362 3.13 0.0086
2021-05-12 2021-03-31 13F MOODYS Stock 615369105 1,230 19 367 0.0109
2021-02-11 2020-12-31 13F MOODYS Stock 615369105 1,211 104 9.39 351 9.35 0.0113
2020-11-12 2020-09-30 13F MOODYS COM 615369105 1,107 -6 -0.54 321 5.25 0.0132
2020-08-17 2020-06-30 13F/A-1 MOODYS COM 615369105 1,113 6 0.54 305 30.34 0.0168
2020-08-14 2020-06-30 13F MOODYS COM 615369105 1,113 6 305 16,821.4794
2020-05-14 2020-03-31 13F MOODYS COM 615369105 1,107 3 0.27 234 -10.69 0.0147
2020-02-14 2019-12-31 13F MOODYS COM 615369105 1,104 1,104 262 0.0134
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.