Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership882,973 shares
Latest Disclosed Value $ 385,187,932
Dimensional Fund Advisors Lp reports 7.18% increase in ownership of MCO / Moody's Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 882,973 shares of Moody's Corporation (US:MCO) valued at $385,196,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 823,852 shares of Moody's Corporation. This represents a change in shares of 7.18% during the quarter. The current value of the position is $395,916,263 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)
2026-05-07 2026-03-31 13F MOODYS COM 615369105 882,973 59,121 7.18 385,188 -8.49 0.0172
2026-02-12 2025-12-31 13F MOODYS COM 615369105 823,852 6,743 0.83 420,901 8.10 0.0883
2025-11-12 2025-09-30 13F MOODYS COM 615369105 817,109 17,479 2.19 389,368 -2.90 0.0836
2025-08-12 2025-06-30 13F MOODYS COM 615369105 799,630 -5,637 -0.70 401,011 6.95 0.0928
2025-05-13 2025-03-31 13F MOODYS COM 615369105 805,267 9,148 1.15 374,959 -0.51 0.0932
2025-02-13 2024-12-31 13F MOODYS COM 615369105 796,119 65,257 8.93 376,869 8.66 0.0905
2024-11-07 2024-09-30 13F MOODYS COM 615369105 730,862 24,456 3.46 346,849 16.65 0.0841
2024-08-09 2024-06-30 13F MOODYS COM 615369105 706,406 68,563 10.75 297,347 18.61 0.0777
2024-05-10 2024-03-31 13F MOODYS COM 615369105 637,843 -41,394 -6.09 250,691 -5.50 0.0679
2024-02-07 2023-12-31 13F MOODYS COM 615369105 679,237 14,344 2.16 265,285 26.18 0.0775
2023-11-09 2023-09-30 13F MOODYS COM 615369105 664,893 -21,979 -3.20 210,240 -11.97 0.0690
2023-08-09 2023-06-30 13F MOODYS COM 615369105 686,872 8,083 1.19 238,832 14.99 0.0761
2023-05-12 2023-03-31 13F MOODYS COM 615369105 678,789 9,348 1.40 207,701 111,566.67 0.0700
2023-02-09 2022-12-31 13F MOODYS COM 615369105 669,441 -567 -0.08 187 -99.89 0.0551
2022-11-10 2022-09-30 13F MOODYS COM 615369105 670,008 6,171 0.93 162,907 -9.76 0.0625
2022-08-12 2022-06-30 13F MOODYS COM 615369105 663,837 7,851 1.20 180,527 -18.44 0.0648
2022-05-13 2022-03-31 13F MOODYS COM 615369105 655,986 16,465 2.57 221,342 -11.39 0.0682
2022-02-09 2021-12-31 13F MOODYS COM 615369105 639,521 -649 -0.10 249,782 9.86 0.0755
2021-11-12 2021-09-30 13F MOODYS COM 615369105 640,170 7,580 1.20 227,357 -0.83 0.0732
2021-08-12 2021-06-30 13F MOODYS COM 615369105 632,590 9,918 1.59 229,249 23.30 0.0726
2021-05-14 2021-03-31 13F MOODYS COM 615369105 622,672 -2,028 -0.32 185,932 2.56 0.0615
2021-03-08 2020-12-31 13F/A-2 MOODYS COM 615369105 624,700 4,865 0.78 181,292 0.93 0.0655
2021-02-11 2020-12-31 13F MOODYS COM 615369105 624,700 4,865 181,292 65,473.0342
2020-11-12 2020-09-30 13F MOODYS COM 615369105 619,835 8,166 1.34 179,628 6.92 0.0762
2020-08-13 2020-06-30 13F MOODYS COM 615369105 611,669 15,486 2.60 168,007 33.18 0.0738
2020-05-14 2020-03-31 13F MOODYS COM 615369105 596,183 25,711 4.51 126,152 -6.86 0.0657
2020-02-14 2019-12-31 13F MOODYS COM 615369105 570,472 5,142 0.91 135,438 16.95 0.0494
2019-11-12 2019-09-30 13F MOODYS COM 615369105 565,330 37,670 7.14 115,804 12.37 0.0450
2019-08-13 2019-06-30 13F MOODYS COM 615369105 527,660 10,778 2.09 103,059 10.11 0.0400
2019-08-12 2019-03-31 13F/A-2 MOODYS COM 615369105 516,882 22,893 4.63 93,598 35.30 0.0373
2019-05-10 2019-03-31 13F MOODYS COM 615369105 516,882 22,893 93,598
2019-02-26 2018-12-31 13F/A-1 MOODYS COM 615369105 493,989 41,661 9.21 69,179 -8.56 0.0313
2019-02-13 2018-12-31 13F MOODYS COM 615369105 493,989 41,661 69,179
2018-11-13 2018-09-30 13F MOODYS COM 615369105 452,328 47,962 11.86 75,651 9.69 0.0288
2018-08-10 2018-06-30 13F MOODYS COM 615369105 404,366 47,355 13.26 68,970 19.77 0.0275
2018-05-11 2018-03-31 13F MOODYS COM 615369105 357,011 -8,111 -2.22 57,586 6.84 0.0240
2018-02-12 2017-12-31 13F MOODYS COM 615369105 365,122 4,791 1.33 53,899 7.46 0.0223
2017-11-13 2017-09-30 13F MOODYS COM 615369105 360,331 -4 -0.00 50,159 14.40 0.0219
2017-08-11 2017-06-30 13F MOODYS COM 615369105 360,335 3,364 0.94 43,846 9.64 0.0202
2017-05-12 2017-03-31 13F MOODYS COM 615369105 356,971 9,536 2.74 39,992 22.10 0.0191
2017-02-09 2016-12-31 13F MOODYS COM 615369105 347,435 -1,588 -0.45 32,754 -13.33 0.0164
2016-11-10 2016-09-30 13F MOODYS COM 615369105 349,023 12,955 3.85 37,791 20.02 0.0204
2016-08-09 2016-06-30 13F MOODYS COM 615369105 336,068 1,615 0.48 31,486 -2.50 0.0181
2016-05-13 2016-03-31 13F MOODYS COM 615369105 334,453 5,528 1.68 32,292 -2.17 0.0193
2016-02-10 2015-12-31 13F MOODYS COM 615369105 328,925 12,776 4.04 33,007 6.31 0.0206
2015-11-13 2015-09-30 13F MOODYS COM 615369105 316,149 -8,628 -2.66 31,047 -11.45 0.0204
2015-08-14 2015-06-30 13F MOODYS COM 615369105 324,777 -105,135 -24.46 35,063 -21.42 0.0215
2015-05-14 2015-03-31 13F MOODYS COM 615369105 429,912 15,981 3.86 44,623 12.51 0.0282
2015-02-06 2014-12-31 13F MOODYS COM 615369105 413,931 8,772 2.17 39,663 3.59 0.0260
2014-11-13 2014-09-30 13F MOODYS COM 615369105 405,159 -11,950 -2.86 38,287 4.71 0.0271
2014-08-08 2014-06-30 13F MOODYS COM 615369105 417,109 117,457 39.20 36,564 53.86 0.0254
2014-05-14 2014-03-31 13F MOODYS COM 615369105 299,652 13,692 4.79 23,764 5.91 0.0178
2014-02-12 2013-12-31 13F MOODYS COM 615369105 285,960 1,754 0.62 22,438 12.27 0.0175
2013-11-13 2013-09-30 13F MOODYS COM 615369105 284,206 13,720 5.07 19,986 21.27 0.0173
2013-08-15 2013-06-30 13F MOODYS COM 615369105 270,486 270,486 16,481 0.0155
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.