Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionPFG Advisors
Latest Disclosed Ownership874 shares
Latest Disclosed Value $ 381,283
PFG Advisors reports 7.24% increase in ownership of MCO / Moody's Corporation

On May 5, 2026 - PFG Advisors filed a 13F-HR form disclosing ownership of 874 shares of Moody's Corporation (US:MCO) valued at $381,282 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 815 shares of Moody's Corporation. This represents a change in shares of 7.24% during the quarter. The current value of the position is $392,557 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F MOODYS COM 615369105 874 59 7.24 381 -8.41 0.0186
2026-01-27 2025-12-31 13F MOODYS COM 615369105 815 -807 -49.75 416 -46.11 0.0202
2025-11-13 2025-09-30 13F MOODYS COM 615369105 1,622 355 28.02 773 21.57 0.0317
2025-08-07 2025-06-30 13F MOODYS COM 615369105 1,267 500 65.19 636 77.87 0.0294
2025-05-06 2025-03-31 13F MOODYS COM 615369105 767 -86 -10.08 357 -11.41 0.0200
2025-02-07 2024-12-31 13F MOODYS COM 615369105 853 0 0.00 404 -0.25 0.0247
2024-10-15 2024-09-30 13F MOODYS COM 615369105 853 65 8.25 405 22.05 0.0255
2024-08-08 2024-06-30 13F MOODYS COM 615369105 788 -200 -20.24 332 -14.69 0.0224
2024-05-07 2024-03-31 13F MOODYS COM 615369105 988 -200 -16.84 388 -16.20 0.0284
2024-01-19 2023-12-31 13F MOODYS COM 615369105 1,188 -25 -2.06 464 20.89 0.0375
2023-10-13 2023-09-30 13F MOODYS COM 615369105 1,213 -889 -42.29 384 -47.53 0.0344
2023-07-20 2023-06-30 13F MOODYS COM 615369105 2,102 0 0.00 731 13.53 0.0557
2023-04-21 2023-03-31 13F MOODYS COM 615369105 2,102 -106 -4.80 643 4.55 0.0538
2023-01-30 2022-12-31 13F MOODYS COM 615369105 2,208 -130 -5.56 615 8.27 0.0603
2022-10-14 2022-09-30 13F MOODYS COM 615369105 2,338 0 0.00 568 -10.69 0.0649
2022-07-13 2022-06-30 13F MOODYS COM 615369105 2,338 -80 -3.31 636 -22.06 0.0719
2022-04-19 2022-03-31 13F MOODYS COM 615369105 2,418 8 0.33 816 -13.28 0.0815
2022-01-21 2021-12-31 13F MOODYS COM 615369105 2,410 5 0.21 941 10.19 0.0927
2021-11-05 2021-09-30 13F MOODYS COM 615369105 2,405 10 0.42 854 -1.61 0.0944
2021-07-28 2021-06-30 13F MOODYS COM 615369105 2,395 -30 -1.24 868 19.89 0.0993
2021-04-27 2021-03-31 13F MOODYS COM 615369105 2,425 5 0.21 724 3.13 0.0928
2021-01-26 2020-12-31 13F MOODYS COM 615369105 2,420 0 0.00 702 0.57 0.1189
2020-10-13 2020-09-30 13F MOODYS COM 615369105 2,420 20 0.83 698 -0.71 0.1340
2020-07-16 2020-06-30 13F MOODYS COM 615369105 2,400 0 0.00 703 22.26 0.1584
2020-04-29 2020-03-31 13F MOODYS COM 615369105 2,400 20 0.84 575 -1.71 0.1548
2020-01-14 2019-12-31 13F MOODYS COM 615369105 2,380 0 0.00 585 17.23 0.1435
2019-10-15 2019-09-30 13F MOODYS COM 615369105 2,380 10 0.42 499 3.53 0.1377
2019-08-05 2019-06-30 13F MOODYS COM 615369105 2,370 0 0.00 482 3.43 0.1309
2019-05-08 2019-03-31 13F MOODYS COM 615369105 2,370 -250 -9.54 466 9.13 0.1419
2019-02-19 2018-12-31 13F/A-1 MOODYS COM 615369105 2,620 2,620 427 0.1339
2019-01-18 2018-12-31 13F MOODYS COM 615369105 2,488 2,488 364 0.1313
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.