Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership23,387 shares
Latest Disclosed Value $ 10,202,742
Mercer Global Advisors Inc /adv reports 9.23% increase in ownership of MCO / Moody's Corporation

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 23,387 shares of Moody's Corporation (US:MCO) valued at $10,202,579 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 21,410 shares of Moody's Corporation. This represents a change in shares of 9.23% during the quarter. The current value of the position is $10,555,722 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)
2026-05-15 2026-03-31 13F MOODYS COM 615369105 23,387 1,977 9.23 10,203 -6.72 0.0151
2026-02-17 2025-12-31 13F MOODYS COM 615369105 21,410 965 4.72 10,938 12.28 0.0167
2025-11-14 2025-09-30 13F MOODYS COM 615369105 20,445 -21 -0.10 9,742 -5.10 0.0163
2025-08-14 2025-06-30 13F MOODYS COM 615369105 20,466 6,283 44.30 10,265 55.44 0.0209
2025-05-15 2025-03-31 13F MOODYS COM 615369105 14,183 -236 -1.64 6,605 -3.24 0.0152
2025-02-14 2024-12-31 13F MOODYS COM 615369105 14,419 4,163 40.59 6,826 41.13 0.0167
2024-11-14 2024-09-30 13F MOODYS COM 615369105 10,256 510 5.23 4,837 17.89 0.0113
2024-08-12 2024-06-30 13F MOODYS COM 615369105 9,746 1,608 19.76 4,102 136,633.33 0.0112
2024-05-15 2024-03-31 13F MOODYS COM 615369105 8,138 482 6.30 3 50.00 0.0091
2024-02-15 2023-12-31 13F MOODYS COM 615369105 7,656 1,423 22.83 3 100.00 0.0090
2023-11-15 2023-09-30 13F/A-1 MOODYS COM 615369105 6,233 341 5.79 2 -50.00 0.0075
2023-11-14 2023-09-30 13F MOODYS COM 615369105 6,233 341 2 0.0075
2023-08-14 2023-06-30 13F MOODYS COM 615369105 5,892 560 10.50 2 100.00 0.0081
2023-05-16 2023-03-31 13F MOODYS COM 615369105 5,332 -449 -7.77 2 0.00 0.0074
2023-02-09 2022-12-31 13F MOODYS COM 615369105 5,781 28 0.49 2 -99.93 0.0081
2022-11-15 2022-09-30 13F MOODYS COM 615369105 5,753 1,268 28.27 1,399 14.67 0.0083
2022-08-10 2022-06-30 13F MOODYS COM 615369105 4,485 -269 -5.66 1,220 -23.94 0.0075
2022-05-10 2022-03-31 13F MOODYS COM 615369105 4,754 -112 -2.30 1,604 -15.62 0.0094
2022-02-04 2021-12-31 13F MOODYS COM 615369105 4,866 488 11.15 1,901 22.25 0.0117
2021-11-10 2021-09-30 13F MOODYS COM 615369105 4,378 149 3.52 1,555 1.50 0.0109
2021-08-10 2021-06-30 13F MOODYS COM 615369105 4,229 704 19.97 1,532 45.49 0.0118
2021-08-10 2021-03-31 13F/A-1 MOODYS COM 615369105 3,525 1,267 56.11 1,053 60.76 0.0096
2021-05-11 2021-03-31 13F MOODYS COM 615369105 3,525 1,267 1,053 0.0101
2021-02-12 2020-12-31 13F MOODYS COM 615369105 2,258 326 16.87 655 16.96 0.0082
2020-12-10 2020-09-30 13F MOODYS COM 615369105 1,932 167 9.46 560 15.46 0.0084
2020-08-10 2020-06-30 13F MOODYS COM 615369105 1,765 86 5.12 485 36.62 0.0088
2020-05-18 2020-03-31 13F MOODYS COM 615369105 1,679 -475 -22.05 355 -30.53 0.0078
2020-02-13 2019-12-31 13F MOODYS CORP COM COM 615369105 2,154 -130 -5.69 511 9.42 0.0102
2019-11-12 2019-09-30 13F MOODYS CORP COM COM 615369105 2,284 -51 -2.18 467 2.41 0.0110
2019-08-14 2019-06-30 13F MOODYS CORP COM COM 615369105 2,335 0 0.00 456 7.80 0.0121
2019-04-23 2019-03-31 13F/A-1 MOODYS CORP COM COM 615369105 2,335 2,335 423 0.0152
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.