Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionEllevest, Inc.
Latest Disclosed Ownership1,135 shares
Latest Disclosed Value $ 495,107
Ellevest, Inc. reports 4.30% decrease in ownership of MCO / Moody's Corporation

On May 11, 2026 - Ellevest, Inc. filed a 13F-HR form disclosing ownership of 1,135 shares of Moody's Corporation (US:MCO) valued at $495,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,186 shares of Moody's Corporation. This represents a change in shares of -4.30% during the quarter. The current value of the position is $508,923 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)
2026-05-11 2026-03-31 13F MOODYS CORP COM COM 615369105 1,135 -51 -4.30 495 -18.18 0.0688
2026-02-10 2025-12-31 13F MOODYS CORP COM COM 615369105 1,186 1 0.08 606 7.27 0.0838
2025-11-14 2025-09-30 13F MOODYS COM 615369105 1,185 -284 -19.33 564 -23.37 0.0806
2025-08-05 2025-06-30 13F MOODYS COM 615369105 1,469 -112 -7.08 737 0.00 0.1175
2025-05-14 2025-03-31 13F MOODYS COM 615369105 1,581 -64 -3.89 736 -5.40 0.0491
2025-02-14 2024-12-31 13F MOODYS COM 615369105 1,645 11 0.67 779 0.39 0.0449
2024-11-13 2024-09-30 13F MOODYS COM 615369105 1,634 -56 -3.31 776 9.00 0.0429
2024-08-14 2024-06-30 13F MOODYS COM 615369105 1,690 96 6.02 711 13.58 0.0427
2024-05-13 2024-03-31 13F MOODYS COM 615369105 1,594 32 2.05 626 2.62 0.0389
2024-02-06 2023-12-31 13F MOODYS COM 615369105 1,562 -49 -3.04 610 19.84 0.0416
2023-11-09 2023-09-30 13F MOODYS COM 615369105 1,611 132 8.92 509 -0.97 0.0391
2023-08-09 2023-06-30 13F MOODYS COM 615369105 1,479 22 1.51 514 15.51 0.0387
2023-05-04 2023-03-31 13F MOODYS CORP COM Stock 615369105 1,457 360 32.82 446 45.90 0.0346
2023-02-03 2022-12-31 13F MOODYS CORP COM Stock 615369105 1,097 255 30.29 306 48.78 0.0257
2022-11-02 2022-09-30 13F MOODYS CORP COM Stock 615369105 842 -84 -9.07 205 -18.65 0.0194
2022-07-18 2022-06-30 13F MOODYS CORP COM Stock 615369105 926 346 59.66 252 28.57 0.0237
2022-04-19 2022-03-31 13F MOODYS Stock 615369105 580 54 10.27 196 -4.85 0.0165
2022-01-24 2021-12-31 13F MOODYS CORP COM Stock 615369105 526 75 16.63 206 28.75 0.0183
2021-10-19 2021-09-30 13F MOODYS CORP COM Stock 615369105 451 -21 -4.45 160 -6.43 0.0156
2021-07-13 2021-06-30 13F MOODYS CORP COM Stock 615369105 472 2 0.43 171 22.14 0.0170
2021-05-03 2021-03-31 13F MOODYS CORP COM Stock 615369105 470 -13 -2.69 140 0.00 0.0169
2021-02-04 2020-12-31 13F MOODYS CORP COM Stock 615369105 483 -96 -16.58 140 -16.67 0.0205
2020-10-26 2020-09-30 13F MOODYS CORP COM Stock 615369105 579 -64 -9.95 168 -5.08 0.0302
2020-07-06 2020-06-30 13F MOODYS Stock 615369105 643 140 27.83 177 66.98 0.0379
2020-04-13 2020-03-31 13F MOODYS CORP COM Stock 615369105 503 25 5.23 106 -6.19 0.0293
2020-02-05 2019-12-31 13F MOODYS CORP COM Stock 615369105 478 117 32.41 113 52.70 0.0314
2019-10-08 2019-09-30 13F MOODYS CORP COM Stock 615369105 361 9 2.56 74 7.25 0.0259
2019-08-20 2019-06-30 13F MOODYS CORP COM Stock 615369105 352 0 0.00 69 7.81 0.0274
2019-05-01 2019-03-31 13F MOODYS CORP COM Stock 615369105 352 0 0.00 64 30.61 0.0305
2019-01-25 2018-12-31 13F MOODYS CORP COM Common Stock 615369105 352 352 49 0.0249
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.