Moody's Corporation
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership44,581 shares
Latest Disclosed Value $ 19,450,648
Advisor Group Holdings, Inc. reports 0.15% decrease in ownership of MCO / Moody's Corporation

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 44,581 shares of Moody's Corporation (MX:MCO) valued at $19,450,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 44,647 shares of Moody's Corporation. This represents a change in shares of -0.15% during the quarter.

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)
2026-05-15 2026-03-31 13F MOODYS COM 615369105 44,581 -66 -0.15 19,451 -14.74 0.0166
2026-02-17 2025-12-31 13F MOODYS COM 615369105 44,647 -1,973 -4.23 22,813 1.78 0.0333
2025-11-14 2025-09-30 13F MOODYS COM 615369105 46,620 36,271 350.48 22,414 332.43 0.0314
2025-09-04 2025-06-30 13F/A-1 OODYS COM 615369105 10,349 1,168 12.72 5,184 21.18 0.0092
2025-08-13 2025-06-30 13F OODYS COM 615369105 9,174 -7 4,395 0.0051
2025-05-12 2025-03-31 13F MOODYS COM 615369105 9,181 -14,668 -61.50 4,277 9.81 0.0095
2025-06-06 2024-12-31 13F/A-1 MOODYS COM 615369105 23,849 13,717 135.38 3,896 -19.01 0.0087
2025-02-07 2024-12-31 13F MOODYS COM 615369105 23,269 13,137 3,629 0.0093
2024-11-13 2024-09-30 13F MOODYS COM 615369105 10,132 1,402 16.06 4,809 30.86 0.0108
2024-08-13 2024-06-30 13F MOODYS COM 615369105 8,730 46 0.53 3,675 7.68 0.0087
2024-05-10 2024-03-31 13F MOODYS COM 615369105 8,684 -11,915 -57.84 3,413 -57.60 0.0076
2024-02-12 2023-12-31 13F MOODYS COM 615369105 20,599 -5,719 -21.73 8,051 -3.29 0.0141
2023-11-13 2023-09-30 13F MOODYS COM 615369105 26,318 4,405 20.10 8,325 9.18 0.0123
2023-08-21 2023-06-30 13F/A-1 MOODYS COM 615369105 21,913 -2,557 -10.45 7,624 1.78 0.0137
2023-08-10 2023-06-30 13F MOODYS COM 615369105 23,647 -823 7,623 0.0021
2023-05-12 2023-03-31 13F MOODYS COM 615369105 24,470 -1,862 -7.07 7,492 2.06 0.0141
2023-02-10 2022-12-31 13F MOODYS COM 615369105 26,332 -4,188 -13.72 7,340 -1.12 0.0149
2022-11-14 2022-09-30 13F MOODYS COM 615369105 30,520 -186 -0.61 7,423 -11.12 0.0170
2022-08-10 2022-06-30 13F MOODYS COM 615369105 30,706 1,775 6.14 8,352 -19.80 0.0184
2022-05-04 2022-03-31 13F MOODYS COM 615369105 28,931 2,233 8.36 10,414 -0.13 0.0202
2022-02-03 2021-12-31 13F MOODYS COM 615369105 26,698 4,884 22.39 10,428 34.59 0.0197
2021-11-05 2021-09-30 13F MOODYS COM 615369105 21,814 -1,767 -7.49 7,748 -9.35 0.0161
2021-08-02 2021-06-30 13F MOODYS COM 615369105 23,581 -24 -0.10 8,547 21.17 0.0185
2021-05-13 2021-03-31 13F MOODYS COM 615369105 23,605 1,500 6.79 7,054 9.96 0.0170
2021-02-10 2020-12-31 13F MOODYS COM 615369105 22,105 176 0.80 6,415 1.01 0.0171
2020-11-12 2020-09-30 13F MOODYS COM 615369105 21,929 2,660 13.80 6,351 20.01 0.0190
2020-08-14 2020-06-30 13F MOODYS COM 615369105 19,269 -1,979 -9.31 5,292 17.65 0.0178
2020-05-18 2020-03-31 13F MOODYS COM 615369105 21,248 21,248 4,498 0.0184
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.