Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionTruist Financial Corp
Latest Disclosed Ownership18,954 shares
Latest Disclosed Value $ 8,268,749
Truist Financial Corp reports 4.71% decrease in ownership of MCO / Moody's Corporation

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 18,954 shares of Moody's Corporation (US:MCO) valued at $8,268,682 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 19,891 shares of Moody's Corporation. This represents a change in shares of -4.71% during the quarter. The current value of the position is $8,498,784 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)
2026-04-27 2026-03-31 13F MOODYS COM 615369105 18,954 -937 -4.71 8,269 -18.63 0.0059
2026-02-02 2025-12-31 13F MOODYS COM 615369105 19,891 -1,127 -5.36 10,161 1.47 0.0135
2025-11-03 2025-09-30 13F MOODYS COM 615369105 21,018 -4,360 -17.18 10,015 -21.33 0.0135
2025-07-18 2025-06-30 13F MOODYS COM 615369105 25,378 -41 -0.16 12,729 7.54 0.0186
2025-04-29 2025-03-31 13F MOODYS COM 615369105 25,419 -1,472 -5.47 11,838 -7.01 0.0189
2025-01-31 2024-12-31 13F MOODYS COM 615369105 26,891 -887 -3.19 12,730 -3.44 0.0199
2024-11-13 2024-09-30 13F MOODYS COM 615369105 27,778 878 3.26 13,183 16.43 0.0207
2024-08-21 2024-06-30 13F MOODYS COM 615369105 26,900 -1,457 -5.14 11,323 1.60 0.0172
2024-05-13 2024-03-31 13F MOODYS COM 615369105 28,357 590 2.12 11,145 2.78 0.0169
2024-02-02 2023-12-31 13F MOODYS COM 615369105 27,767 -13,174 -32.18 10,845 -16.22 0.0172
2023-11-14 2023-09-30 13F MOODYS COM 615369105 40,941 16,040 64.42 12,944 49.50 0.0216
2023-08-01 2023-06-30 13F MOODYS COM 615369105 24,901 -10,202 -29.06 8,658 -19.40 0.0144
2023-05-05 2023-03-31 13F MOODYS COM 615369105 35,103 -92 -0.26 10,742 9.56 0.0185
2023-02-17 2022-12-31 13F MOODYS COM 615369105 35,195 -857 -2.38 9,806 11.88 0.0172
2022-10-26 2022-09-30 13F MOODYS COM 615369105 36,052 -691 -1.88 8,764 -12.31 0.0168
2022-07-22 2022-06-30 13F MOODYS COM 615369105 36,743 -71,806 -66.15 9,994 -72.71 0.0184
2022-04-22 2022-03-31 13F MOODYS COM 615369105 108,549 -7,386 -6.37 36,625 -19.12 0.0578
2022-02-14 2021-12-31 13F MOODYS COM 615369105 115,935 -7,489 -6.07 45,281 3.31 0.0690
2021-11-05 2021-09-30 13F MOODYS COM 615369105 123,424 2,379 1.97 43,830 -0.08 0.0719
2021-08-16 2021-06-30 13F MOODYS COM 615369105 121,045 -1,815 -1.48 43,863 19.56 0.0717
2021-05-17 2021-03-31 13F MOODYS COM 615369105 122,860 -12,845 -9.47 36,688 -6.85 0.0638
2021-11-19 2020-12-31 13F/A-1 MOODYS COM 615369105 135,705 28,646 26.76 39,388 26.93 0.0753
2021-02-18 2020-12-31 13F MOODYS COM 615369105 135,705 28,646 39,388 0.0732
2021-11-05 2020-09-30 13F/A-1 MOODYS COM 615369105 107,059 29,472 37.99 31,031 45.58 0.0678
2020-11-13 2020-09-30 13F MOODYS COM 615369105 107,039 29,472 31,025 0.0670
2021-11-16 2020-06-30 13F/A-1 MOODYS COM 615369105 77,587 17,966 30.13 21,315 69.03 0.0479
2020-08-14 2020-06-30 13F MOODYS COM 615369105 77,567 17,946 21,310 0.0473
2021-11-05 2020-03-31 13F/A-1 MOODYS COM 615369105 59,621 16,138 37.11 12,610 22.14 0.0332
2020-05-15 2020-03-31 13F MOODYS COM 615369105 59,601 16,138 12,606 0.0329
2021-11-16 2019-12-31 13F/A-1 MOODYS COM 615369105 43,483 43,483 10,324 0.0210
2020-02-14 2019-12-31 13F MOODYS COM 615369105 43,463 43,463 10,319 0.0208
2018-01-29 2017-12-31 13F MOODY'S CORPORAT COMMON STOCK 615369105 0 -6,248 -100.00 0 -100.00
2017-10-23 2017-09-30 13F MOODY'S CORPORAT COMMON STOCK 615369105 6,248 6,248 870 0.0169
2017-02-02 2016-12-31 13F MOODY'S CORPORAT COMMON STOCK 615369105 0 -1,870 -100.00 0 -100.00
2016-11-01 2016-09-30 13F MOODY'S CORPORAT COMMON STOCK 615369105 1,870 1,870 0.00 202 0.0042
2016-05-05 2016-03-31 13F MOODY'S CORPORAT COMMON STOCK 615369105 0 -2,127 -100.00 0 -100.00
2016-01-28 2015-12-31 13F MOODY'S CORPORAT COMMON STOCK 615369105 2,127 -25 -1.16 213 0.95 0.0055
2015-11-04 2015-09-30 13F MOODY'S CORPORAT COMMON STOCK 615369105 2,152 -5 -0.23 211 -9.44 0.0055
2015-07-29 2015-06-30 13F MOODY'S CORPORAT COMMON STOCK 615369105 2,157 -155 -6.70 233 -2.92 0.0063
2015-04-23 2015-03-31 13F MOODY'S CORPORAT COMMON STOCK 615369105 2,312 -157 -6.36 240 1.69 0.0069
2015-01-26 2014-12-31 13F MOODY'S CORPORAT COMMON STOCK 615369105 2,469 -123 -4.75 236 -3.67 0.0069
2014-10-21 2014-09-30 13F MOODY'S CORPORAT COMMON STOCK 615369105 2,592 -245 -8.64 245 -1.61 0.0074
2014-07-21 2014-06-30 13F MOODY'S CORPORAT COMMON STOCK 615369105 2,837 -195 -6.43 249 3.32 0.0075
2014-04-28 2014-03-31 13F MOODY'S CORPORAT COMMON STOCK 615369105 3,032 -370 -10.88 241 -9.74 0.0076
2014-01-27 2013-12-31 13F MOODY'S CORPORAT COMMON STOCK 615369105 3,402 -795 -18.94 267 -9.49 0.0086
2013-10-22 2013-09-30 13F MOODY'S CORPORAT COMMON STOCK 615369105 4,197 -3,668 -46.64 295 -38.54 0.0105
2013-07-15 2013-06-30 13F MOODY'S COM 615369105 7,865 7,865 480 0.0179
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.