Moody's Corporation
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionOxbow Advisors, LLC
Latest Disclosed Ownership34,555 shares
Latest Disclosed Value $ 15,074,603
Oxbow Advisors, LLC reports 1.47% increase in ownership of MCO / Moody's Corporation

On April 27, 2026 - Oxbow Advisors, LLC filed a 13F-HR form disclosing ownership of 34,555 shares of Moody's Corporation (MX:MCO) valued at $15,074,603 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 34,053 shares of Moody's Corporation. This represents a change in shares of 1.47% 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)
2026-04-27 2026-03-31 13F MOODYS COM 615369105 34,555 502 1.47 15,075 -13.34 1.2813
2026-02-04 2025-12-31 13F MOODYS COM 615369105 34,053 1,098 3.33 17,396 10.78 1.5303
2025-10-31 2025-09-30 13F MOODYS COM 615369105 32,955 644 1.99 15,702 -3.11 1.4584
2025-07-29 2025-06-30 13F MOODYS COM 615369105 32,311 502 1.58 16,207 9.40 1.7713
2025-05-01 2025-03-31 13F MOODYS COM 615369105 31,809 11,956 60.22 14,813 57.64 1.5648
2025-02-03 2024-12-31 13F MOODYS COM 615369105 19,853 -313 -1.55 9,398 -1.81 1.1061
2024-11-01 2024-09-30 13F MOODYS COM 615369105 20,166 -185 -0.91 9,571 11.72 0.9494
2024-08-06 2024-06-30 13F MOODYS COM 615369105 20,351 -446 -2.14 8,566 4.81 1.0050
2024-05-06 2024-03-31 13F MOODYS COM 615369105 20,797 -482 -2.27 8,174 -1.65 1.1220
2024-02-08 2023-12-31 13F MOODYS COM 615369105 21,279 -281 -1.30 8,311 21.92 1.2611
2023-11-14 2023-09-30 13F MOODYS COM 615369105 21,560 -129 -0.59 6,817 -9.61 1.0730
2023-08-04 2023-06-30 13F MOODYS COM 615369105 21,689 -562 -2.53 7,542 10.75 1.1847
2023-04-26 2023-03-31 13F MOODYS COM 615369105 22,251 -187 -0.83 6,809 8.93 1.2176
2023-02-01 2022-12-31 13F MOODYS COM 615369105 22,438 -494 -2.15 6,252 12.13 1.1782
2022-11-03 2022-09-30 13F Moodys COM 615369105 22,932 -1 -0.00 5,575 -10.61 0.8756
2022-08-10 2022-06-30 13F Moodys COM 615369105 22,933 -9,157 -28.54 6,237 -42.40 0.8855
2022-05-09 2022-03-31 13F Moodys COM 615369105 32,090 6,151 23.71 10,828 6.88 1.0884
2022-02-09 2021-12-31 13F Moodys COM 615369105 25,939 522 2.05 10,131 12.24 0.9699
2021-11-10 2021-09-30 13F Moodys COM 615369105 25,417 1,051 4.31 9,026 2.22 0.9179
2021-08-04 2021-06-30 13F Moodys COM 615369105 24,366 -763 -3.04 8,830 17.67 0.9180
2021-05-11 2021-03-31 13F Moodys COM 615369105 25,129 -172 -0.68 7,504 2.19 0.9136
2021-02-02 2020-12-31 13F Moodys COM 615369105 25,301 -300 -1.17 7,343 -1.04 0.9401
2020-11-06 2020-09-30 13F Moodys COM 615369105 25,601 -563 -2.15 7,420 3.23 0.9412
2020-08-12 2020-06-30 13F Moodys COM 615369105 26,164 1,788 7.34 7,188 39.41 1.0464
2020-05-06 2020-03-31 13F Moodys COM 615369105 24,376 298 1.24 5,156 -9.80 0.8670
2020-02-06 2019-12-31 13F Moodys COM 615369105 24,078 564 2.40 5,716 18.69 0.6605
2019-10-31 2019-09-30 13F Moodys COM 615369105 23,514 -1,171 -4.74 4,816 -0.10 0.6399
2019-08-07 2019-06-30 13F Moodys COM 615369105 24,685 -1,032 -4.01 4,821 3.52 0.5806
2019-05-01 2019-03-31 13F Moodys COM 615369105 25,717 2,304 9.84 4,657 42.03 0.5665
2019-02-12 2018-12-31 13F Moodys COM 615369105 23,413 7,138 43.86 3,279 20.51 0.4382
2018-11-06 2018-09-30 13F Moodys COM 615369105 16,275 -40 -0.25 2,721 -2.23 0.3281
2018-08-09 2018-06-30 13F Moodys COM 615369105 16,315 3,853 30.92 2,783 38.46 0.3542
2018-04-30 2018-03-31 13F Moodys COM 615369105 12,462 39 0.31 2,010 9.60 0.4097
2018-01-30 2017-12-31 13F Moodys COM 615369105 12,423 -175 -1.39 1,834 4.56 0.3434
2017-10-23 2017-09-30 13F MOODYS COM 615369105 12,598 12,598 1,754 0.3339
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.