Moody's Corporation
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership5,336 shares
Latest Disclosed Value $ 2,327,830
Empirical Finance, LLC reports 0.17% decrease in ownership of MCO / Moody's Corporation

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 5,336 shares of Moody's Corporation (MX:MCO) valued at $2,327,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 5,345 shares of Moody's Corporation. This represents a change in shares of -0.17% 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)
2026-05-14 2026-03-31 13F/A-1 MOODYS COM 615369105 5,336 -9 -0.17 2,328 -14.76 0.1094
2026-05-14 2026-03-31 13F MOODYS COM 615369105 5,336 -9 2,328 0.1094
2026-02-12 2025-12-31 13F MOODYS COM 615369105 5,345 -231 -4.14 2,730 2.79 0.1302
2025-11-13 2025-09-30 13F MOODYS COM 615369105 5,576 54 0.98 2,657 -4.08 0.1265
2025-08-11 2025-06-30 13F MOODYS COM 615369105 5,522 33 0.60 2,770 8.33 0.1450
2025-05-07 2025-03-31 13F MOODYS COM 615369105 5,489 95 1.76 2,556 0.12 0.1544
2025-01-28 2024-12-31 13F MOODYS COM 615369105 5,394 -62 -1.14 2,553 -1.39 0.1477
2024-11-06 2024-09-30 13F MOODYS COM 615369105 5,456 119 2.23 2,589 15.27 0.1510
2024-07-30 2024-06-30 13F MOODYS COM 615369105 5,337 -398 -6.94 2,247 -0.35 0.1403
2024-05-06 2024-03-31 13F MOODYS COM 615369105 5,735 191 3.45 2,254 4.11 0.1383
2024-02-14 2023-12-31 13F MOODYS COM 615369105 5,544 27 0.49 2,165 24.14 0.1510
2023-11-02 2023-09-30 13F MOODYS COM 615369105 5,517 503 10.03 1,744 0.06 0.1281
2023-07-27 2023-06-30 13F MOODYS COM 615369105 5,014 577 13.00 1,743 28.45 0.1350
2023-04-05 2023-03-31 13F MOODYS COM 615369105 4,437 179 4.20 1,358 14.42 0.1272
2023-02-21 2022-12-31 13F/A-1 MOODYS COM 615369105 4,258 330 8.40 1,186 24.19 0.1228
2023-01-24 2022-12-31 13F MOODYS COM 615369105 4,258 330 1 0.1228
2022-11-04 2022-09-30 13F MOODYS COM 615369105 3,928 633 19.21 955 6.58 0.1133
2022-08-01 2022-06-30 13F MOODYS COM 615369105 3,295 178 5.71 896 -14.83 0.1142
2022-04-21 2022-03-31 13F MOODYS COM 615369105 3,117 341 12.28 1,052 -2.95 0.1178
2022-02-04 2021-12-31 13F MOODYS COM 615369105 2,776 741 36.41 1,084 49.93 0.1280
2021-11-12 2021-09-30 13F MOODYS COM 615369105 2,035 115 5.99 723 3.88 0.1090
2021-08-10 2021-06-30 13F/A-1 MOODYS COM 615369105 1,920 270 16.36 696 45.30 0.1135
2021-08-04 2021-06-30 13F MOODYS COM 615369105 1,650 0 479 0.0842
2021-05-13 2021-03-31 13F MOODYS COM 615369105 1,650 0 0.00 479 0.00 0.0842
2021-02-02 2020-12-31 13F MOODYS COM 615369105 1,650 289 21.23 479 21.57 0.0842
2020-10-28 2020-09-30 13F/A-1 MOODYS COM 615369105 1,361 277 25.55 394 32.21 0.0844
2020-07-20 2020-06-30 13F/A-1 MOODYS COM 615369105 1,084 134 14.11 298 48.26 0.0762
2020-04-16 2020-03-31 13F MOODYS COM 615369105 950 950 201 0.0625
2019-01-22 2018-12-31 13F MOODYS COM 615369105 0 -1,652 -100.00 0 -100.00
2018-10-18 2018-09-30 13F MOODYS COM 615369105 1,652 38 2.35 276 0.36 0.0687
2018-07-09 2018-06-30 13F MOODYS COM 615369105 1,614 88 5.77 275 11.79 0.0697
2018-04-25 2018-03-31 13F MOODYS COM 615369105 1,526 1,526 246 0.0515
2018-02-01 2017-12-31 13F MOODYS COM 615369105 0 -1,505 -100.00 0 -100.00
2017-10-31 2017-09-30 13F MOODYS COM 615369105 1,505 1,505 210 0.0724
2017-05-11 2017-03-31 13F MOODYS COM 615369105 0 -94 -100.00 0 -100.00
2017-02-13 2016-12-31 13F MOODYS COM 615369105 94 94 9 0.0061
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.