Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
DEL PRIS
SecurityAT:MOCO / Moody's Corporation
InstitutionMonte Financial Group, LLC
Latest Disclosed Ownership3,547 shares
Latest Disclosed Value $ 1,547,336
Monte Financial Group, LLC reports 2.10% increase in ownership of MOCO / Moody's Corporation

On May 14, 2026 - Monte Financial Group, LLC filed a 13F-HR form disclosing ownership of 3,547 shares of Moody's Corporation (AT:MOCO) valued at $1,326,223 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 3,474 shares of Moody's Corporation. This represents a change in shares of 2.10% during the quarter. The current value of the position is $1,390,424 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)
2026-05-14 2026-03-31 13F MOODYS COM 615369105 3,547 73 2.10 1,547 -12.80 0.5495
2026-01-22 2025-12-31 13F MOODYS COM 615369105 3,474 159 4.80 1,775 12.35 0.6613
2025-10-31 2025-09-30 13F MOODYS COM 615369105 3,315 12 0.36 1,579 -4.65 0.5808
2025-07-23 2025-06-30 13F MOODYS COM 615369105 3,303 24 0.73 1,657 18.88 0.6440
2025-04-22 2025-03-31 13F MOODYS COM 615369105 3,279 384 13.26 1,393 1.68 0.6098
2025-01-21 2024-12-31 13F MOODYS CORP COM Stock 615369105 2,895 -33 -1.13 1,370 -1.37 0.5867
2024-10-22 2024-09-30 13F MOODYS CORP COM Stock 615369105 2,928 0 0.00 1,390 12.74 0.5761
2024-07-22 2024-06-30 13F MOODYS CORP COM Stock 615369105 2,928 -1 -0.03 1,232 7.13 0.5441
2024-04-29 2024-03-31 13F MOODYS CORP COM Stock 615369105 2,929 36 1.24 1,151 1.77 0.5043
2024-01-22 2023-12-31 13F MOODYS CORP COM Stock 615369105 2,893 -50 -1.70 1,130 21.51 0.5274
2023-10-24 2023-09-30 13F MOODYS CORP COM Stock 615369105 2,943 9 0.31 931 -8.82 0.4708
2023-07-25 2023-06-30 13F MOODYS CORP COM Stock 615369105 2,934 65 2.27 1,020 16.31 0.4974
2023-04-26 2023-03-31 13F MOODYS CORP COM Stock 615369105 2,869 172 6.38 878 16.78 0.4640
2023-01-23 2022-12-31 13F MOODYS CORP COM Stock 615369105 2,697 325 13.70 751 30.16 0.3865
2022-10-24 2022-09-30 13F MOODYS CORP COM Stock 615369105 2,372 59 2.55 577 -8.27 0.3536
2022-07-20 2022-06-30 13F MOODYS CORP COM Stock 615369105 2,313 309 15.42 629 -6.95 0.3673
2022-04-22 2022-03-31 13F MOODYS CORP COM Stock 615369105 2,004 21 1.06 676 -12.77 0.3598
2022-01-26 2021-12-31 13F MOODYS CORP COM Stock 615369105 1,983 1,983 775 0.4078
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.