Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
DEL PRIS
SecurityAT:MOCO / Moody's Corporation
InstitutionOppenheimer & Co Inc
Latest Disclosed Ownership23,292 shares
Latest Disclosed Value $ 10,161,135
Oppenheimer & Co Inc reports 106.56% increase in ownership of MOCO / Moody's Corporation

On April 23, 2026 - Oppenheimer & Co Inc filed a 13F-HR form disclosing ownership of 23,292 shares of Moody's Corporation (AT:MOCO) valued at $8,708,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 11,276 shares of Moody's Corporation. This represents a change in shares of 106.56% during the quarter. The current value of the position is $9,130,464 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)
2026-04-23 2026-03-31 13F MOODYS COM 615369105 23,292 12,016 106.56 10,161 76.41 0.1238
2026-02-02 2025-12-31 13F MOODYS COM 615369105 11,276 369 3.38 5,760 10.85 0.0818
2025-11-06 2025-09-30 13F MOODYS COM 615369105 10,907 -165 -1.49 5,197 -6.43 0.0634
2025-07-31 2025-06-30 13F MOODYS COM 615369105 11,072 8,469 325.36 5,554 358.17 0.0734
2025-04-23 2025-03-31 13F MOODYS COM 615369105 2,603 350 15.53 1,212 13.70 0.0183
2025-02-05 2024-12-31 13F MOODYS COM 615369105 2,253 -138 -5.77 1,067 -6.00 0.0159
2024-11-05 2024-09-30 13F MOODYS COM 615369105 2,391 4 0.17 1,135 12.95 0.0173
2024-08-08 2024-06-30 13F MOODYS COM 615369105 2,387 -6 -0.25 1,005 6.81 0.0159
2024-05-07 2024-03-31 13F MOODYS COM 615369105 2,393 201 9.17 941 9.81 0.0156
2024-02-13 2023-12-31 13F MOODYS COM 615369105 2,192 250 12.87 856 39.41 0.0157
2023-11-08 2023-09-30 13F MOODYS COM 615369105 1,942 419 27.51 614 16.07 0.0127
2023-08-03 2023-06-30 13F MOODYS COM 615369105 1,523 311 25.66 530 42.97 0.0106
2023-05-10 2023-03-31 13F MOODYS COM 615369105 1,212 0 0.00 371 9.79 0.0079
2023-02-08 2022-12-31 13F MOODYS COM 615369105 1,212 -136 -10.09 338 2.74 0.0077
2022-11-14 2022-09-30 13F MOODYS COM 615369105 1,348 -60 -4.26 328 -14.36 0.0077
2022-08-08 2022-06-30 13F MOODYS COM 615369105 1,408 -45 -3.10 383 -21.84 0.0082
2022-05-12 2022-03-31 13F MOODYS COM 615369105 1,453 15 1.04 490 -12.81 0.0088
2022-02-02 2021-12-31 13F MOODYS COM 615369105 1,438 52 3.75 562 14.23 0.0098
2021-11-12 2021-09-30 13F MOODYS COM 615369105 1,386 23 1.69 492 -0.40 0.0092
2021-08-03 2021-06-30 13F MOODYS COM 615369105 1,363 0 0.00 494 21.38 0.0089
2021-05-10 2021-03-31 13F MOODYS COM 615369105 1,363 -223 -14.06 407 -11.52 0.0081
2021-02-11 2020-12-31 13F MOODYS COM 615369105 1,586 -423 -21.06 460 -20.96 0.0097
2020-11-13 2020-09-30 13F MOODYS COM 615369105 2,009 477 31.14 582 38.24 0.0146
2020-08-11 2020-06-30 13F MOODYS COM 615369105 1,532 360 30.72 421 69.76 0.0109
2020-05-08 2020-03-31 13F MOODYS COM 615369105 1,172 -30 -2.50 248 -12.98 0.0075
2020-02-07 2019-12-31 13F MOODYS COM 615369105 1,202 -600 -33.30 285 -22.76 0.0071
2019-10-31 2019-09-30 13F MOODYS COM 615369105 1,802 172 10.55 369 16.04 0.0101
2019-08-09 2019-06-30 13F MOODYS COM 615369105 1,630 -3 -0.18 318 7.43 0.0086
2019-04-24 2019-03-31 13F MOODYS COM 615369105 1,633 0 0.00 296 29.26 0.0079
2019-01-29 2018-12-31 13F MOODYS COM 615369105 1,633 0 0.00 229 -16.12 0.0072
2018-10-26 2018-09-30 13F MOODYS COM 615369105 1,633 0 0.00 273 -2.15 0.0069
2018-08-10 2018-06-30 13F MOODYS COM 615369105 1,633 -3 -0.18 279 5.68 0.0076
2018-05-01 2018-03-31 13F MOODYS COM 615369105 1,636 -3 -0.18 264 9.09 0.0068
2018-02-07 2017-12-31 13F MOODYS COM 615369105 1,639 -22 -1.32 242 4.76 0.0062
2017-11-09 2017-09-30 13F MOODYS COM 615369105 1,661 1,661 231 0.0062
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.