Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
DEL PRIS
SecurityAT:MOCO / Moody's Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership655,920 shares
Latest Disclosed Value $ 286,152,386
Stifel Financial Corp reports 2.61% decrease in ownership of MOCO / Moody's Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 655,920 shares of Moody's Corporation (AT:MOCO) valued at $245,248,488 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 673,495 shares of Moody's Corporation. This represents a change in shares of -2.61% during the quarter. The current value of the position is $257,120,640 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F MOODYS COM 615369105 655,920 -17,575 -2.61 286,152 -16.83 0.0617
2026-02-13 2025-12-31 13F MOODYS COM 615369105 673,495 -35,473 -5.00 344,059 1.85 0.3095
2025-11-12 2025-09-30 13F MOODYS COM 615369105 708,968 -15,162 -2.09 337,809 -7.00 0.3084
2025-08-14 2025-06-30 13F MOODYS COM 615369105 724,130 693,230 2,243.46 363,219 2,423.92 0.3533
2025-05-14 2025-03-31 13F MOODYS COM 615369105 30,900 4,495 17.02 14,391 15.12 0.0153
2025-02-13 2024-12-31 13F MOODYS COM 615369105 26,405 -50,145 -65.51 12,501 -65.59 0.0130
2024-11-14 2024-09-30 13F MOODYS COM 615369105 76,550 -1,947 -2.48 36,331 9.95 0.0381
2024-08-13 2024-06-30 13F MOODYS COM 615369105 78,497 -2,440 -3.01 33,044 3.88 0.0372
2024-05-14 2024-03-31 13F MOODYS COM 615369105 80,937 3,139 4.03 31,811 4.69 0.0362
2024-02-12 2023-12-31 13F MOODYS COM 615369105 77,798 -3,523 -4.33 30,386 18.17 0.0382
2023-11-13 2023-09-30 13F MOODYS COM 615369105 81,321 -5,303 -6.12 25,713 -14.64 0.0361
2023-08-14 2023-06-30 13F MOODYS COM 615369105 86,624 59,952 224.78 30,122 269.04 0.0412
2023-05-12 2023-03-31 13F MOODYS COM 615369105 26,672 -2,655 -9.05 8,162 -0.11 0.0117
2023-02-13 2022-12-31 13F MOODYS COM 615369105 29,327 2,745 10.33 8,172 26.43 0.0123
2022-11-14 2022-09-30 13F MOODYS COM 615369105 26,582 -3,734 -12.32 6,463 -21.62 0.0106
2022-08-15 2022-06-30 13F MOODYS COM 615369105 30,316 8,857 41.27 8,246 13.90 0.0129
2022-05-13 2022-03-31 13F MOODYS COM 615369105 21,459 4,329 25.27 7,240 8.19 0.0099
2022-02-14 2021-12-31 13F MOODYS COM 615369105 17,130 339 2.02 6,692 12.21 0.0088
2021-11-15 2021-09-30 13F MOODYS COM 615369105 16,791 -3,166 -15.86 5,964 -17.54 0.0087
2021-08-13 2021-06-30 13F MOODYS COM 615369105 19,957 -157 -0.78 7,233 20.43 0.0108
2021-05-14 2021-03-31 13F MOODYS COM 615369105 20,114 672 3.46 6,006 6.45 0.0099
2021-02-12 2020-12-31 13F MOODYS COM 615369105 19,442 -27,609 -58.68 5,642 -58.63 0.0101
2020-11-16 2020-09-30 13F MOODYS COM 615369105 47,051 31,539 203.32 13,637 220.04 0.0281
2020-08-14 2020-06-30 13F MOODYS COM 615369105 15,512 -666 -4.12 4,261 25.66 0.0098
2020-05-14 2020-03-31 13F MOODYS COM 615369105 16,178 1,958 13.77 3,391 1.25 0.0094
2020-02-13 2019-12-31 13F MOODYS COM 615369105 14,220 -3,211 -18.42 3,349 -5.85 0.0070
2019-11-19 2019-09-30 13F/A-1 MOODYS COM 615369105 17,431 -7,642 -30.48 3,557 -27.85 0.0091
2019-11-13 2019-09-30 13F MOODYS COM 615369105 17,431 -7,642 3,557 1,993.8768
2019-08-14 2019-06-30 13F MOODYS COM 615369105 25,073 -7 -0.03 4,930 8.85 0.0127
2019-05-14 2019-03-31 13F MOODYS COM 615369105 25,080 -18,432 -42.36 4,529 -25.58 0.0128
2019-02-13 2018-12-31 13F MOODYS COM 615369105 43,512 -2,469 -5.37 6,086 -21.14 0.0197
2018-11-13 2018-09-30 13F MOODYS COM 615369105 45,981 13,186 40.21 7,717 37.80 0.0221
2018-08-14 2018-06-30 13F MOODYS COM 615369105 32,795 7,801 31.21 5,600 39.17 0.0172
2018-05-11 2018-03-31 13F MOODYS COM 615369105 24,994 8,766 54.02 4,024 68.58 0.0127
2018-02-14 2017-12-31 13F MOODYS COM 615369105 16,228 319 2.01 2,387 7.67 0.0076
2017-11-13 2017-09-30 13F MOODYS COM 615369105 15,909 1,504 10.44 2,217 26.98 0.0077
2017-08-14 2017-06-30 13F MOODYS COM 615369105 14,405 249 1.76 1,746 10.37 0.0065
2017-05-10 2017-03-31 13F MOODYS COM 615369105 14,156 -2 -0.01 1,582 18.32 0.0061
2017-02-16 2016-12-31 13F MOODYS COM 615369105 14,158 -575 -3.90 1,337 -16.07 0.0057
2016-11-15 2016-09-30 13F MOODYS COM 615369105 14,733 668 4.75 1,593 20.77 0.0072
2016-08-17 2016-06-30 13F MOODYS COM 615369105 14,065 -15,842 -52.97 1,319 -54.31 0.0061
2016-05-16 2016-03-31 13F MOODYS COM 615369105 29,907 10,949 57.75 2,887 51.71 0.0154
2016-03-21 2015-12-31 13F/A-2 MOODYS COM 615369105 18,958 14,321 308.84 1,903 318.24 0.0099
2016-02-26 2015-12-31 13F/A-1 MOODYS COM 615369105 18,954 -4 1,901 0.0099
2016-02-16 2015-12-31 13F MOODYS COM 615369105 18,628 2,934
2015-11-16 2015-09-30 13F MOODYS COM 615369105 4,637 411 9.73 455 0.22 0.0026
2015-08-17 2015-06-30 13F/A-1 MOODYS COM 615369105 4,226 -114 -2.63 454 0.67 0.0023
2015-08-17 2015-06-30 13F MOODYS COM 615369105 4,091 442
2015-05-14 2015-03-31 13F MOODYS COM 615369105 4,340 1,106 34.20 451 45.48 0.0025
2015-02-13 2014-12-31 13F MOODYS COM 615369105 3,234 426 15.17 310 16.98 0.0017
2014-11-13 2014-09-30 13F MOODYS COM 615369105 2,808 2,808 265 0.0023
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.