Moody's Corporation
DE ˙ DB ˙ US6153691059
387,00 € ↓ -3,00 (-0,77%)
2026-05-28
DEL PRIS
SecurityDE:DUT / Moody's Corporation
InstitutionAdvisory Alpha, LLC
Latest Disclosed Ownership3,132 shares
Latest Disclosed Value $ 1,367,164
Advisory Alpha, LLC reports 12.14% increase in ownership of DUT / Moody's Corporation

On May 14, 2026 - Advisory Alpha, LLC filed a 13F-HR form disclosing ownership of 3,132 shares of Moody's Corporation (DE:DUT) valued at $1,177,319 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,793 shares of Moody's Corporation. This represents a change in shares of 12.14% during the quarter. The current value of the position is $1,212,084 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 3,132 339 12.14 1,367 -4.20 0.0374
2026-02-06 2025-12-31 13F MOODYS COM 615369105 2,793 289 11.54 1,427 18.23 0.0389
2025-11-12 2025-09-30 13F MOODYS COM 615369105 2,504 385 18.17 1,208 13.55 0.0336
2025-08-01 2025-06-30 13F MOODYS COM 615369105 2,119 342 19.25 1,063 28.54 0.0331
2025-05-19 2025-03-31 13F/A-1 MOODYS COM 615369105 1,777 384 27.57 828 25.49 0.0281
2025-04-08 2025-03-31 13F MOODYS COM 615369105 895 -498 417 0.0259
2025-01-17 2024-12-31 13F MOODYS COM 615369105 1,393 171 13.99 660 13.62 0.0235
2024-11-12 2024-09-30 13F MOODYS COM 615369105 1,222 254 26.24 580 42.51 0.0206
2024-08-21 2024-06-30 13F MOODYS COM 615369105 968 154 18.92 408 27.59 0.0161
2024-05-06 2024-03-31 13F MOODYS COM 615369105 814 251 44.58 320 45.66 0.0131
2024-01-23 2023-12-31 13F MOODYS COM 615369105 563 563 220 0.0101
2020-02-14 2019-12-31 13F MOODYS COM 615369105 0 -9 -100.00 0 -100.00
2019-11-13 2019-09-30 13F MOODYS COM 615369105 9 9 2 0.0006
2019-08-16 2019-06-30 13F MOODYS COM 615369105 0 -3 -100.00 0 -100.00 0.0000
2019-05-13 2019-03-31 13F MOODYS COM 615369105 3 3 1 0.0002
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.