Moody's Corporation
DE ˙ DB ˙ US6153691059
387,00 € ↓ -3,00 (-0,77%)
2026-05-28
DEL PRIS
SecurityDE:DUT / Moody's Corporation
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership1,562 shares
Latest Disclosed Value $ 681,506
Sowell Financial Services LLC reports 0.39% increase in ownership of DUT / Moody's Corporation

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 1,562 shares of Moody's Corporation (DE:DUT) valued at $587,156 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,556 shares of Moody's Corporation. This represents a change in shares of 0.39% during the quarter. The current value of the position is $604,494 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)
2026-04-20 2026-03-31 13F MOODYS COM 615369105 1,562 6 0.39 682 -14.23 0.0252
2026-01-21 2025-12-31 13F MOODYS COM 615369105 1,556 4 0.26 795 7.44 0.0292
2025-10-17 2025-09-30 13F MOODYS COM 615369105 1,552 5 0.32 739 -4.65 0.0284
2025-07-14 2025-06-30 13F MOODYS COM 615369105 1,547 219 16.49 776 25.40 0.0316
2025-04-17 2025-03-31 13F MOODYS COM 615369105 1,328 1,328 619 0.0281
2021-08-05 2021-06-30 13F MOODYS CORP COM Stock 615369105 0 -205 -100.00 0 -100.00
2021-05-07 2021-03-31 13F MOODYS CORP COM Stock 615369105 205 -9 -4.21 68 9.68 0.0024
2021-01-13 2020-12-31 13F MOODYS CORP COM COM 615369105 214 -138 -39.20 62 -39.22 0.0026
2020-11-12 2020-09-30 13F MOODYS CORP COM COM 615369105 352 -187 -34.69 102 -31.08 0.0051
2020-08-13 2020-06-30 13F MOODYS CORP COM Stock 615369105 539 450 505.62 148 678.95 0.0081
2020-05-12 2020-03-31 13F MOODYS CORP COM Stock 615369105 89 17 23.61 19 11.76 0.0014
2020-02-07 2019-12-31 13F MOODYS CORP COM Stock 615369105 72 4 5.88 17 21.43 0.0013
2019-11-14 2019-09-30 13F MOODYS CORP COM COM 615369105 68 68 14 0.0012
2019-03-05 2018-12-31 13F MOODYS COM 615369105 0 -3,694 -100.00 0 -100.00
2018-11-13 2018-09-30 13F MOODYS COM 615369105 3,694 -1 -0.03 618 -1.28 0.0897
2018-08-14 2018-06-30 13F MOODYS COM 615369105 3,695 -1,832 -33.15 626 -30.37 0.1329
2018-05-10 2018-03-31 13F MOODYS COM 615369105 5,527 1,924 53.40 899 58.27 0.2246
2018-01-29 2017-12-31 13F MOODYS COM 615369105 3,603 0 0.00 568 9.86 0.1389
2017-11-07 2017-09-30 13F MOODYS COM 615369105 3,603 -2 -0.06 517 12.39 0.1348
2017-08-14 2017-06-30 13F MOODYS COM 615369105 3,605 37 1.04 460 12.20 0.1306
2017-05-31 2017-03-31 13F MOODYS COM 615369105 3,568 3,568 410 0.1211
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.