Moody's Corporation
DE ˙ DB ˙ US6153691059
387,00 € ↓ -3,00 (-0,77%)
2026-05-28
DEL PRIS
SecurityDE:DUT / Moody's Corporation
InstitutionPDS Planning, Inc
Latest Disclosed Ownership1,228 shares
Latest Disclosed Value $ 535,715
PDS Planning, Inc reports 15.41% increase in ownership of DUT / Moody's Corporation

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 1,228 shares of Moody's Corporation (DE:DUT) valued at $461,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,064 shares of Moody's Corporation. This represents a change in shares of 15.41% during the quarter. The current value of the position is $475,236 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)
2026-04-21 2026-03-31 13F MOODYS COM 615369105 1,228 164 15.41 536 -1.47 0.0353
2026-01-26 2025-12-31 13F MOODYS COM 615369105 1,064 -93 -8.04 544 -1.45 0.0363
2025-10-21 2025-09-30 13F MOODYS COM 615369105 1,157 45 4.05 551 -1.08 0.0381
2025-07-24 2025-06-30 13F MOODYS COM 615369105 1,112 37 3.44 558 11.40 0.0416
2025-04-24 2025-03-31 13F MOODYS COM 615369105 1,075 64 6.33 501 4.60 0.0422
2025-02-10 2024-12-31 13F MOODYS COM 615369105 1,011 -31 -2.98 479 -3.24 0.0425
2024-10-30 2024-09-30 13F MOODYS COM 615369105 1,042 0 0.00 495 12.79 0.0443
2024-08-08 2024-06-30 13F MOODYS COM 615369105 1,042 11 1.07 439 8.15 0.0443
2024-05-01 2024-03-31 13F MOODYS COM 615369105 1,031 52 5.31 405 6.02 0.0426
2024-02-01 2023-12-31 13F MOODYS COM 615369105 979 -36 -3.55 382 19.38 0.0435
2023-10-23 2023-09-30 13F MOODYS COM 615369105 1,015 33 3.36 321 -6.16 0.0415
2023-07-21 2023-06-30 13F MOODYS COM 615369105 982 321 48.56 341 68.81 0.0437
2023-05-02 2023-03-31 13F MOODYS COM 615369105 661 661 202 0.0279
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.