Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership50,570 shares
Latest Disclosed Value $ 25,833,801
CIBC Private Wealth Group, LLC reports 0.32% decrease in ownership of MCO / Moody's Corporation

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 50,570 shares of Moody's Corporation (US:MCO) valued at $25,833,684 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 50,731 shares of Moody's Corporation. This represents a change in shares of -0.32% during the quarter. The current value of the position is $22,824,770 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)
2026-02-12 2025-12-31 13F MOODYS COM 615369105 50,570 -161 -0.32 25,834 6.87 0.0437
2025-11-24 2025-09-30 13F MOODYS COM 615369105 50,731 -125 -0.25 24,172 -5.24 0.0414
2025-08-12 2025-06-30 13F MOODYS COM 615369105 50,856 -743 -1.44 25,509 24.62 0.0456
2025-05-14 2025-03-31 13F MOODYS COM 615369105 51,599 878 1.73 20,469 -14.52 0.0432
2025-02-12 2024-12-31 13F MOODYS COM 615369105 50,721 -629 -1.22 23,945 -1.74 0.0434
2024-11-13 2024-09-30 13F MOODYS COM 615369105 51,350 -877 -1.68 24,370 7.89 0.0437
2024-08-09 2024-06-30 13F MOODYS COM 615369105 52,227 -543 -1.03 22,588 8.67 0.0424
2024-05-10 2024-03-31 13F MOODYS COM 615369105 52,770 3,499 7.10 20,785 8.01 0.0407
2024-02-13 2023-12-31 13F MOODYS CORP COM COM 615369105 49,271 -429 -0.86 19,243 22.47 0.0408
2023-11-13 2023-09-30 13F MOODYS CORP COM COM 615369105 49,700 6,611 15.34 15,714 4.88 0.0372
2023-11-21 2023-06-30 13F/A-1 MOODYS CORP COM COM 615369105 43,089 -563 -1.29 14,983 12.16 0.0328
2023-08-10 2023-06-30 13F MOODYS CORP COM COM 615369105 43,089 -563 14,983 0.0328
2023-11-21 2023-03-31 13F/A-1 MOODYS COM 615369105 43,652 -1,195 -2.66 13,359 111,216.67 0.0296
2023-05-12 2023-03-31 13F MOODYS COM 615369105 43,652 -1,195 13,359 0.0290
2023-06-01 2022-12-31 13F/A-2 MOODYS COM 615369105 44,847 -1,482 -3.20 12 -99.89 0.0000
2023-02-14 2022-12-31 13F/A-1 MOODYS CORP COM COM 615369105 44,847 -1,482 12,495 0.0262
2023-02-13 2022-12-31 13F MOODYS CORP COM COM 615369105 89,694 43,365 24,991 0.0000
2022-11-15 2022-09-30 13F MOODYS CORP COM COM 615369105 46,329 -314 -0.67 11,263 -11.21 0.0303
2022-08-03 2022-06-30 13F MOODYS COM 615369105 46,643 -1,485 -3.09 12,685 -21.89 0.0329
2022-05-16 2022-03-31 13F MOODYS COM 615369105 48,128 -824 -1.68 16,239 -15.06 0.0354
2022-04-04 2021-12-31 13F/A-1 MOODYS COM 615369105 48,952 -1,895 -3.73 19,119 5.89 0.0397
2022-02-08 2021-12-31 13F MOODYS COM 615369105 48,952 -1,895 19,119 0.0310
2021-11-12 2021-09-30 13F MOODYS COM 615369105 50,847 -1,228 -2.36 18,056 -4.32 0.0420
2021-08-16 2021-06-30 13F MOODYS COM 615369105 52,075 700 1.36 18,871 23.01 0.0433
2021-05-12 2021-03-31 13F MOODYS COM 615369105 51,375 -501 -0.97 15,341 1.89 0.0386
2021-02-12 2020-12-31 13F MOODYS COM 615369105 51,876 -656 -1.25 15,056 -1.05 0.0398
2020-11-03 2020-09-30 13F/A-1 MOODYS COM 615369105 52,532 52,532 15,215 0.0466
2020-10-29 2020-09-30 13F MOODYS COMMON STOCK, R 615369105 800 800 232 10,196.6862
2020-08-13 2020-06-30 13F MOODYS COM 615369105 0 -53,484 -100.00 0 -100.00
2020-05-15 2020-03-31 13F MOODYS COM 615369105 53,484 -12,715 -19.21 11,312 -28.02 0.0485
2020-01-30 2019-12-31 13F MOODYS COM 615369105 66,199 -215 -0.32 15,716 15.52 0.0513
2019-10-16 2019-09-30 13F MOODYS COM 615369105 66,414 -548 -0.82 13,604 4.02 0.0479
2019-07-31 2019-06-30 13F MOODYS COM 615369105 66,962 -3,132 -4.47 13,078 3.03 0.0459
2019-05-10 2019-03-31 13F MOODYS COM 615369105 70,094 -1,152 -1.62 12,693 27.22 0.0490
2019-02-05 2018-12-31 13F MOODYS COM 615369105 71,246 -963 -1.33 9,977 -17.36 0.0445
2018-11-14 2018-09-30 13F MOODYS COM 615369105 72,209 -447 -0.62 12,073 -2.57 0.0458
2018-08-02 2018-06-30 13F MOODYS COM 615369105 72,656 -121 -0.17 12,392 5.56 0.0505
2018-05-17 2018-03-31 13F MOODYS COM 615369105 72,777 -783 -1.06 11,739 8.11 0.0510
2018-02-12 2017-12-31 13F MOODYS COM 615369105 73,560 -980 -1.31 10,858 4.64 0.0461
2017-12-21 2017-09-30 13F/A-1 MOODYS COM 615369105 74,540 59,950 410.90 10,377 484.62 0.0473
2017-11-14 2017-09-30 13F MOODYS COM 615369105 74,540 59,950 10,377
2017-08-09 2017-06-30 13F MOODYS CORP COM Com 615369105 14,590 14,590 1,775 0.0111
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.