Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership8,703 shares
Latest Disclosed Value $ 4,146,846
Wetherby Asset Management Inc reports 1.85% increase in ownership of MCO / Moody's Corporation

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 8,703 shares of Moody's Corporation (US:MCO) valued at $4,146,805 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 8,545 shares of Moody's Corporation. This represents a change in shares of 1.85% during the quarter. The current value of the position is $3,928,099 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)
2025-11-14 2025-09-30 13F MOODYS COM 615369105 8,703 158 1.85 4,147 -3.27 0.1693
2025-08-14 2025-06-30 13F MOODYS COM 615369105 8,545 297 3.60 4,286 9.78 0.1908
2025-02-14 2024-12-31 13F MOODYS COM 615369105 8,248 -14 -0.17 3,904 -0.41 0.1872
2024-11-14 2024-09-30 13F MOODYS COM 615369105 8,262 134 1.65 3,921 14.59 0.1793
2024-08-14 2024-06-30 13F MOODYS COM 615369105 8,128 327 4.19 3,421 11.58 0.1613
2024-05-15 2024-03-31 13F MOODYS COM 615369105 7,801 -155 -1.95 3,066 -1.32 0.1461
2024-02-14 2023-12-31 13F MOODYS COM 615369105 7,956 351 4.62 3,107 29.24 0.1619
2023-11-14 2023-09-30 13F MOODYS COM 615369105 7,605 42 0.56 2,404 -8.56 0.1363
2023-08-14 2023-06-30 13F MOODYS COM 615369105 7,563 1,239 19.59 2,630 35.87 0.1416
2023-05-12 2023-03-31 13F MOODYS COM 615369105 6,324 428 7.26 1,935 17.84 0.1133
2023-02-14 2022-12-31 13F MOODYS COM 615369105 5,896 -222 -3.63 1,643 10.42 0.1055
2022-11-14 2022-09-30 13F MOODYS COM 615369105 6,118 610 11.07 1,487 -0.73 0.1048
2022-08-15 2022-06-30 13F MOODYS COM 615369105 5,508 625 12.80 1,498 -9.10 0.1023
2022-05-16 2022-03-31 13F MOODYS COM 615369105 4,883 -39 -0.79 1,648 -14.26 0.0944
2022-02-14 2021-12-31 13F MOODYS COM 615369105 4,922 142 2.97 1,922 13.26 0.1079
2021-11-15 2021-09-30 13F MOODYS COM 615369105 4,780 89 1.90 1,697 -0.18 0.1047
2021-08-16 2021-06-30 13F MOODYS COM 615369105 4,691 254 5.72 1,700 28.30 0.1037
2021-05-14 2021-03-31 13F MOODYS COM 615369105 4,437 -76 -1.68 1,325 1.15 0.1010
2021-02-11 2020-12-31 13F MOODYS COM 615369105 4,513 4,053 881.09 1,310 884.96 0.0888
2020-12-16 2020-09-30 13F/A-01 MOODYS COM 615369105 4,242 -505 1,230 0.1127
2020-12-16 2020-09-30 13F/A-02 MOODYS COM 615369105 460 -4,287 -90.31 133 -89.80 0.3996
2020-11-13 2020-09-30 13F MOODYS COM 615369105 4,720 -27 1,368 87,016.8118
2020-08-14 2020-06-30 13F MOODYS COM 615369105 4,747 -30 -0.63 1,304 28.98 0.1236
2020-05-06 2020-03-31 13F MOODYS COM 615369105 4,777 456 10.55 1,011 -1.37 0.1135
2020-01-28 2019-12-31 13F MOODYS COM 615369105 4,321 -113 -2.55 1,025 12.89 0.1010
2019-10-31 2019-09-30 13F MOODYS COM 615369105 4,434 22 0.50 908 5.46 0.0948
2019-07-25 2019-06-30 13F MOODYS COM 615369105 4,412 108 2.51 861 10.53 0.0943
2019-07-25 2019-03-31 13F/A-1 MOODYS COM 615369105 4,304 72 1.70 779 31.59 0.0970
2019-05-09 2019-03-31 13F MOODYS COM 615369105 4,304 72 779
2019-01-30 2018-12-31 13F MOODYS COM 615369105 4,232 216 5.38 592 -11.90 0.0837
2018-11-07 2018-09-30 13F MOODYS COM 615369105 4,016 -100 -2.43 672 -4.27 0.0830
2018-07-24 2018-06-30 13F MOODYS COM 615369105 4,116 -50 -1.20 702 4.46 0.0950
2018-05-04 2018-03-31 13F MOODYS COM 615369105 4,166 15 0.36 672 9.62 0.0928
2018-02-09 2017-12-31 13F MOODYS COM 615369105 4,151 -423 -9.25 613 -3.77 0.0851
2017-11-13 2017-09-30 13F MOODYS COM 615369105 4,574 25 0.55 637 15.19 0.0948
2017-08-01 2017-06-30 13F MOODYS COM 615369105 4,549 -8 -0.18 553 8.22 0.0941
2017-04-27 2017-03-31 13F MOODYS COM 615369105 4,557 188 4.30 511 24.03 0.0919
2017-02-08 2016-12-31 13F MOODYS COM 615369105 4,369 -161 -3.55 412 -16.09 0.0807
2016-11-14 2016-09-30 13F MOODYS COM 615369105 4,530 573 14.48 491 32.35 0.0993
2016-08-10 2016-06-30 13F MOODYS COM 615369105 3,957 503 14.56 371 11.08 0.0822
2016-05-10 2016-03-31 13F MOODYS COM 615369105 3,454 -190 -5.21 334 -8.74 0.0787
2016-02-08 2015-12-31 13F MOODYS COM 615369105 3,644 49 1.36 366 3.68 0.0877
2015-11-12 2015-09-30 13F MOODYS COM 615369105 3,595 435 13.77 353 3.22 0.0904
2015-08-12 2015-06-30 13F MOODYS COM 615369105 3,160 30 0.96 342 5.23 0.0822
2015-05-08 2015-03-31 13F MOODYS COM 615369105 3,130 181 6.14 325 15.25 0.0791
2015-02-12 2014-12-31 13F MOODYS COM 615369105 2,949 -735 -19.95 282 -18.97 0.0709
2014-11-03 2014-09-30 13F MOODYS COM 615369105 3,684 70 1.94 348 9.78 0.0970
2014-08-01 2014-06-30 13F MOODYS COM 615369105 3,614 -17 -0.47 317 10.07 0.0895
2014-05-05 2014-03-31 13F/A-1 MOODYS COM 615369105 3,631 29 0.81 288 1.77 0.0826
2014-04-30 2014-03-31 13F MOODYS COM 615369105 3,631 288
2014-01-29 2013-12-31 13F MOODYS COM 615369105 3,602 -471 -11.56 283 -1.39 0.0807
2013-10-29 2013-09-30 13F MOODYS COM 615369105 4,073 0 0.00 287 15.26 0.0895
2013-07-24 2013-06-30 13F MOODYS COM 615369105 4,073 4,073 249 0.0868
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.