Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
DEL PRIS
SecurityAT:MOCO / Moody's Corporation
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership63,073 shares
Latest Disclosed Value $ 27,515,596
Mackenzie Financial Corp reports 2.78% decrease in ownership of MOCO / Moody's Corporation

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 63,073 shares of Moody's Corporation (AT:MOCO) valued at $23,582,995 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 64,877 shares of Moody's Corporation. This represents a change in shares of -2.78% during the quarter. The current value of the position is $24,724,616 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)
2026-05-13 2026-03-31 13F MOODYS COM 615369105 63,073 -1,804 -2.78 27,516 -17.60 0.0330
2026-02-18 2025-12-31 13F MOODYS COM 615369105 64,877 1,450 2.29 33,394 10.50 0.0396
2025-11-13 2025-09-30 13F MOODYS COM 615369105 63,427 -7,309 -10.33 30,222 -14.82 0.0366
2025-08-13 2025-06-30 13F MOODYS COM 615369105 70,736 1,251 1.80 35,480 9.65 0.0460
2025-05-07 2025-03-31 13F MOODYS COM 615369105 69,485 -70,423 -50.34 32,358 -51.14 0.0460
2025-05-02 2024-12-31 13F/A-2 MOODYS COM 615369105 139,908 -1,663 -1.17 66,228 -1.43 0.0902
2025-02-20 2024-12-31 13F/A-1 MOODYS COM 615369105 139,908 -1,663 66,228 0.0861
2025-02-14 2024-12-31 13F Moody's Common Stock 615369105 139,908 -1,663 65,434 0.0939
2024-11-13 2024-09-30 13F MOODYS COM 615369105 141,571 6,982 5.19 67,188 18.60 0.0935
2024-08-14 2024-06-30 13F MOODYS COM 615369105 134,589 -7,199 -5.08 56,653 1.66 0.0842
2024-05-10 2024-03-31 13F MOODYS COM 615369105 141,788 1,573 1.12 55,727 1.76 0.0803
2024-01-30 2023-12-31 13F MOODYS COM 615369105 140,215 -2,404 -1.69 54,762 24.75 0.0826
2023-10-25 2023-09-30 13F MOODYS COM 615369105 142,619 -4,494 -3.05 43,898 -13.85 0.0738
2023-08-03 2023-06-30 13F MOODYS COM 615369105 147,113 999 0.68 50,958 13.97 0.0773
2023-04-24 2023-03-31 13F MOODYS COM 615369105 146,114 658 0.45 44,714 10.33 0.0691
2023-02-14 2022-12-31 13F MOODYS COM 615369105 145,456 -9,000 -5.83 40,527 7.93 0.0677
2022-10-07 2022-09-30 13F Moody's Common Stock 615369105 154,456 -261,604 -62.88 37,550 -66.82 0.0646
2022-08-10 2022-06-30 13F MOODYS COM 615369105 416,060 -765,776 -64.80 113,156 -71.62 0.1812
2022-05-13 2022-03-31 13F MOODYS COM 615369105 1,181,836 198,019 20.13 398,763 3.77 0.5347
2022-02-14 2021-12-31 13F MOODYS COM 615369105 983,817 70,647 7.74 384,259 18.50 0.5177
2021-11-08 2021-09-30 13F MOODYS COM 615369105 913,170 -1,391 -0.15 324,276 -2.15 0.4599
2021-08-11 2021-06-30 13F MOODYS COM 615369105 914,561 626,654 217.66 331,409 285.48 0.4609
2021-05-14 2021-03-31 13F MOODYS COM 615369105 287,907 -47,508 -14.16 85,972 -11.69 0.1310
2021-02-10 2020-12-31 13F MOODYS COM 615369105 335,415 -103,937 -23.66 97,351 -23.55 0.2102
2020-11-13 2020-09-30 13F MOODYS COM 615369105 439,352 -2,720 -0.62 127,346 4.85 0.3163
2020-08-13 2020-06-30 13F MOODYS COM 615369105 442,072 25,599 6.15 121,450 37.88 0.3250
2020-05-14 2020-03-31 13F MOODYS COM 615369105 416,473 -39,027 -8.57 88,084 -18.55 0.2832
2020-02-13 2019-12-31 13F MOODYS COM 615369105 455,500 9,545 2.14 108,140 18.39 0.2660
2019-11-14 2019-09-30 13F MOODYS COM 615369105 445,955 -11,195 -2.45 91,345 2.31 0.2401
2019-08-23 2019-06-30 13F/A-1 MOODYS COM 615369105 457,150 -13,284 -2.82 89,286 4.81 0.2303
2019-08-14 2019-06-30 13F MOODYS COM 615369105 457,150 -13,284 89,286
2019-05-15 2019-03-31 13F MOODYS COM 615369105 470,434 -143,345 -23.35 85,191 -0.89 0.2056
2019-02-06 2018-12-31 13F MOODYS COM 615369105 613,779 148,944 32.04 85,954 10.59 0.2260
2018-11-15 2018-09-30 13F MOODYS COM 615369105 464,835 3,241 0.70 77,720 -1.28 0.1891
2018-08-13 2018-06-30 13F MOODYS COM 615369105 461,594 19,302 4.36 78,729 10.35 0.2009
2018-05-14 2018-03-31 13F/A-1 MOODYS COM 615369105 442,292 -66,050 -12.99 71,342 -4.92 0.1818
2018-05-14 2018-03-31 13F MOODYS COM 615369105 442,292 71,342
2018-02-13 2017-12-31 13F MOODYS COM 615369105 508,342 211,895 71.48 75,036 81.83 0.1811
2017-11-13 2017-09-30 13F MOODYS COM 615369105 296,447 -15,433 -4.95 41,268 8.74 0.2225
2017-08-14 2017-06-30 13F MOODYS COM 615369105 311,880 2,494 0.81 37,950 9.48 0.2113
2017-05-25 2017-03-31 13F/A-1 MOODYS COM 615369105 309,386 -5,461 -1.73 34,664 16.79 0.2027
2017-05-12 2017-03-31 13F MOODYS COM 615369105 309,386 34,664
2017-02-14 2016-12-31 13F MOODYS COM 615369105 314,847 -9,201 -2.84 29,681 -15.41 0.1778
2016-11-15 2016-09-30 13F MOODYS COM 615369105 324,048 -10,604 -3.17 35,088 11.89 0.2191
2016-08-12 2016-06-30 13F MOODYS COM 615369105 334,652 21,114 6.73 31,360 3.58 0.1772
2016-05-12 2016-03-31 13F MOODYS COM 615369105 313,538 313,538 30,275 0.2746
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.