Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionMotco
Latest Disclosed Ownership9 shares
Latest Disclosed Value $ 3,926
Motco ownership in MCO / Moody's Corporation

On April 22, 2026 - Motco filed a 13F-HR form disclosing ownership of 9 shares of Moody's Corporation (US:MCO) valued at $3,926 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9 shares of Moody's Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $4,036 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)
2026-04-22 2026-03-31 13F MOODY'S Com 615369105 9 0 0.00 4 -25.00 0.0004
2026-02-06 2025-12-31 13F MOODY'S Com 615369105 9 -100 -91.74 5 -92.16 0.0004
2025-10-22 2025-09-30 13F MOODY'S Com 615369105 109 0 0.00 52 -8.93 0.0047
2025-08-01 2025-06-30 13F MOODY'S Com 615369105 109 0 0.00 56 12.00 0.0054
2025-05-07 2025-03-31 13F MOODY'S Com 615369105 109 93 581.25 51 614.29 0.0054
2025-02-05 2024-12-31 13F MOODY'S Com 615369105 16 -1,561 -98.99 8 -99.06 0.0008
2024-11-05 2024-09-30 13F MOODY'S Com 615369105 1,577 0 0.00 748 12.82 0.0748
2024-08-07 2024-06-30 13F MOODY'S Com 615369105 1,577 0 0.00 664 7.11 0.0392
2024-05-09 2024-03-31 13F MOODY'S Com 615369105 1,577 1,561 9,756.25 620 10,216.67 0.0371
2024-02-09 2023-12-31 13F MOODY'S Com 615369105 16 0 0.00 6 20.00 0.0004
2023-11-07 2023-09-30 13F MOODY'S Com 615369105 16 0 0.00 5 0.00 0.0003
2023-08-04 2023-06-30 13F MOODY'S Com 615369105 16 7 77.78 6 150.00 0.0004
2023-05-09 2023-03-31 13F MOODY'S Com 615369105 9 0 0.00 3 0.00 0.0002
2023-02-10 2022-12-31 13F MOODY'S Com 615369105 9 0 0.00 3 0.00 0.0002
2022-11-03 2022-09-30 13F MOODY'S Com 615369105 9 9 2 0.0002
2021-04-16 2021-03-31 13F MOODY'S Com 615369105 0 -10 -100.00 0 -100.00
2021-02-05 2020-12-31 13F MOODY'S Com 615369105 10 0 0.00 3 0.00 0.0002
2020-11-10 2020-09-30 13F MOODY'S Com 615369105 10 0 0.00 3 0.00 0.0002
2020-07-15 2020-06-30 13F MOODY'S Com 615369105 10 0 0.00 3 50.00 0.0003
2020-05-06 2020-03-31 13F MOODY'S Com 615369105 10 10 2 0.0002
2019-11-05 2019-09-30 13F MOODY'S Com 615369105 0 -76 -100.00 0 -100.00
2019-08-07 2019-06-30 13F MOODY'S Com 615369105 76 76 15 0.0014
2017-02-10 2016-12-31 13F MOODY'S Com 615369105 0 -42 -100.00 0 -100.00
2016-11-08 2016-09-30 13F MOODY'S Com 615369105 42 42 0.00 5 0.0006
2016-05-03 2016-03-31 13F MOODY'S Com 615369105 0 0 0 0.0000
2015-11-04 2015-09-30 13F MOODY'S Com 615369105 0 0 0 0.0000
2015-07-28 2015-06-30 13F MOODY'S Com 615369105 0 -1,000 -100.00 0 -100.00
2015-05-05 2015-03-31 13F MOODY'S Com 615369105 1,000 0 0.00 104 8.33 0.0116
2015-02-05 2014-12-31 13F MOODY'S Com 615369105 1,000 -520 -34.21 96 -33.33 0.0102
2014-11-06 2014-09-30 13F MOODY'S Com 615369105 1,520 0 0.00 144 8.27 0.0152
2014-07-30 2014-06-30 13F MOODY'S Com 615369105 1,520 -505 -24.94 133 -17.39 0.0146
2014-05-05 2014-03-31 13F MOODY'S Com 615369105 2,025 0 0.00 161 1.26 0.0185
2014-01-27 2013-12-31 13F MOODY'S Com 615369105 2,025 0 0.00 159 11.97 0.0184
2013-10-29 2013-09-30 13F MOODY'S Com 615369105 2,025 0 0.00 142 15.45 0.0173
2013-08-13 2013-06-30 13F MOODY'S Com 615369105 2,025 2,025 123 0.0156
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.