Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionHm Payson & Co
Latest Disclosed Ownership3,326 shares
Latest Disclosed Value $ 1,450,968
Hm Payson & Co ownership in MCO / Moody's Corporation

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 3,326 shares of Moody's Corporation (US:MCO) valued at $1,450,968 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,326 shares of Moody's Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,491,345 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)
2026-04-13 2026-03-31 13F MOODYS COM 615369105 3,326 0 0.00 1,451 -14.66 0.0109
2026-02-12 2025-12-31 13F MOODYS COM 615369105 3,326 0 0.00 1,699 7.26
2025-10-17 2025-09-30 13F MOODYS COM 615369105 3,326 0 0.00 1,585 -5.04 0.0228
2025-10-17 2025-06-30 13F MOODYS COM 615369105 3,326 -132 -3.82 1,668 3.60 0.0264
2025-04-29 2025-03-31 13F MOODYS COM 615369105 3,458 0 0.00 1,610 -1.59 0.0283
2025-02-07 2024-12-31 13F MOODYS COM 615369105 3,458 275 8.64 1,637 8.34 0.0278
2024-10-28 2024-09-30 13F MOODYS COM 615369105 3,183 1 0.03 1,511 12.77 0.0259
2024-08-13 2024-06-30 13F MOODYS COM 615369105 3,182 0 0.00 1,339 7.12 0.0243
2024-06-20 2024-03-31 13F MOODYS COM 615369105 3,182 0 0.00 1,251 0.64 0.0232
2024-02-13 2023-12-31 13F MOODYS COM 615369105 3,182 320 11.18 1,243 37.39 0.0257
2023-11-06 2023-09-30 13F MOODYS COM 615369105 2,862 35 1.24 905 -8.04 0.0212
2023-07-17 2023-06-30 13F MOODYS COM 615369105 2,827 0 0.00 983 13.64 0.0221
2023-04-18 2023-03-31 13F MOODYS COM 615369105 2,827 0 0.00 865 9.91 0.0207
2023-02-06 2022-12-31 13F MOODYS COM 615369105 2,827 -185 -6.14 788 7.51 0.0196
2022-10-25 2022-09-30 13F MOODYS COM 615369105 3,012 -1 -0.03 732 -10.62 0.0201
2022-08-15 2022-06-30 13F MOODYS COM 615369105 3,013 -29 -0.95 819 -20.18 0.0210
2022-05-12 2022-03-31 13F MOODYS COM 615369105 3,042 -195 -6.02 1,026 -18.83 0.0233
2022-02-15 2021-12-31 13F MOODYS COM 615369105 3,237 -12 -0.37 1,264 9.53 0.0275
2021-11-30 2021-09-30 13F MOODYS COM 615369105 3,249 0 0.00 1,154 -1.95 0.0281
2021-08-17 2021-06-30 13F MOODYS COM 615369105 3,249 0 0.00 1,177 21.34 0.0287
2021-06-15 2021-03-31 13F MOODYS COM 615369105 3,249 -26 -0.79 970 2.00 0.0258
2021-03-10 2020-12-31 13F MOODYS COM 615369105 3,275 0 0.00 951 0.21 0.0263
2020-12-21 2020-09-30 13F MOODYS COM 615369105 3,275 12 0.37 949 5.92 0.0292
2020-08-13 2020-06-30 13F MOODYS COM 615369105 3,263 -65 -1.95 896 27.27 0.0300
2020-07-01 2020-03-31 13F MOODYS COM 615369105 3,328 0 0.00 704 -10.89 0.0277
2020-02-18 2019-12-31 13F MOODYS COM 615369105 3,328 0 0.00 790 15.84 0.0254
2019-11-12 2019-09-30 13F MOODYS COM 615369105 3,328 618 22.80 682 28.92 0.0240
2019-08-15 2019-06-30 13F MOODYS COM 615369105 2,710 2,710 529 0.0190
2019-02-15 2018-12-31 13F MOODYS COMMON STOCK 615369105 0 -2,910 -100.00 0 -100.00
2018-11-30 2018-09-30 13F MOODYS COMMON STOCK 615369105 2,910 -66,094 -95.78 487 -95.86 0.0218
2018-08-27 2018-06-30 13F MOODYS COMMON STOCK 615369105 69,004 27 0.04 11,769 5.78 0.5029
2018-05-14 2018-03-31 13F MOODYS COMMON STOCK 615369105 68,977 8 0.01 11,126 9.28 0.4590
2018-02-16 2017-12-31 13F MOODYS COMMON STOCK 615369105 68,969 -842 -1.21 10,181 4.76 0.4092
2017-11-06 2017-09-30 13F MOODYS COMMON STOCK 615369105 69,811 0 0.00 9,718 14.40 0.4179
2017-08-04 2017-06-30 13F MOODYS COMMON STOCK 615369105 69,811 0 0.00 8,495 8.60 0.3829
2017-05-25 2017-03-31 13F MOODYS COMMON STOCK 615369105 69,811 0 0.00 7,822 18.86 0.3567
2017-02-15 2016-12-31 13F MOODYS COMMON STOCK 615369105 69,811 -1,350 -1.90 6,581 -14.59 0.3135
2016-11-14 2016-09-30 13F MOODYS COMMON STOCK 615369105 71,161 -97 -0.14 7,705 15.38 0.3759
2016-08-08 2016-06-30 13F MOODYS COMMON STOCK 615369105 71,258 -179 -0.25 6,678 -3.19 0.3334
2016-05-19 2016-03-31 13F MOODYS COMMON STOCK 615369105 71,437 -6,614 -8.47 6,898 -11.93 0.3586
2016-02-23 2015-12-31 13F MOODYS COMMON STOCK 615369105 78,051 0 0.00 7,832 2.18 0.4026
2015-11-02 2015-09-30 13F MOODYS COMMON STOCK 615369105 78,051 -5,106 -6.14 7,665 -14.62 0.4154
2015-08-11 2015-06-30 13F MOODYS COMMON STOCK 615369105 83,157 -2,692 -3.14 8,978 0.75 0.4468
2015-05-06 2015-03-31 13F MOODYS COMMON STOCK 615369105 85,849 -1,000 -1.15 8,911 7.09 0.4453
2015-02-10 2014-12-31 13F MOODYS COMMON STOCK 615369105 86,849 0 0.00 8,321 1.39 0.4119
2014-11-12 2014-09-30 13F MOODYS COMMON STOCK 615369105 86,849 -112 -0.13 8,207 7.66 0.4205
2014-08-13 2014-06-30 13F MOODYS COMMON STOCK 615369105 86,961 -4,937 -5.37 7,623 4.58 0.3916
2014-05-07 2014-03-31 13F MOODYS COMMON STOCK 615369105 91,898 -200 -0.22 7,289 0.86 0.3858
2014-02-10 2013-12-31 13F MOODYS COMMON STOCK 615369105 92,098 -1,537 -1.64 7,227 9.75 0.3871
2013-11-13 2013-09-30 13F MOODYS COMMON STOCK 615369105 93,635 -2,265 -2.36 6,585 12.70 0.3818
2013-08-13 2013-06-30 13F MOODYS COMMON STOCK 615369105 95,900 95,900 5,843 0.3507
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.