Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionWhittier Trust Co
Latest Disclosed Ownership1,873 shares
Latest Disclosed Value $ 831,799
Whittier Trust Co reports 0.92% increase in ownership of MCO / Moody's Corporation

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 1,873 shares of Moody's Corporation (US:MCO) valued at $817,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,856 shares of Moody's Corporation. This represents a change in shares of 0.92% during the quarter. The current value of the position is $839,834 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)
2026-04-28 2026-03-31 13F MOODYS common 615369105 1,873 17 0.92 832 -15.98 0.0094
2026-01-26 2025-12-31 13F MOODYS common 615369105 1,856 5 0.27 989 10.26 0.0107
2025-10-31 2025-09-30 13F MOODYS common 615369105 1,851 53 2.95 898 -0.44 0.0102
2025-07-30 2025-06-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 1,798 -17 -0.94 902 6.63 0.0109
2025-05-02 2025-03-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 1,815 -71 -3.76 845 -5.27 0.0118
2025-02-11 2024-12-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 1,886 33 1.78 893 1.48 0.0118
2024-10-21 2024-09-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 1,853 -4 -0.22 879 12.55 0.0118
2024-07-29 2024-06-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 1,857 -13 -0.70 782 6.40 0.0111
2024-05-02 2024-03-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 1,870 -513 -21.53 735 -21.08 0.0107
2024-01-11 2023-12-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,383 -12 -0.50 931 22.85 0.0151
2023-10-27 2023-09-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,395 -10 -0.42 757 -9.45 0.0135
2023-07-24 2023-06-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,405 -414 -14.69 836 -3.02 0.0145
2023-04-21 2023-03-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,819 373 15.25 863 26.58 0.0157
2023-01-25 2022-12-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,446 -6 -0.24 681 14.26 0.0133
2022-10-21 2022-09-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,452 6 0.25 596 -10.38 0.0125
2022-07-28 2022-06-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,446 20 0.82 665 -18.70 0.0134
2022-04-29 2022-03-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,426 6 0.25 818 -13.44 0.0138
2022-01-19 2021-12-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,420 134 5.86 945 16.38 0.0154
2021-11-01 2021-09-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,286 0 0.00 812 -2.05 0.0148
2021-07-29 2021-06-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,286 0 0.00 829 21.55 0.0148
2021-04-26 2021-03-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,286 -68 -2.89 682 -0.15 0.0132
2021-01-29 2020-12-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,354 276 13.28 683 13.46 0.0146
2020-10-30 2020-09-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 2,078 -7,400 -78.08 602 -76.88 0.0143
2020-07-10 2020-06-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,478 -1 -0.01 2,604 29.88 0.0723
2020-04-27 2020-03-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,479 68 0.72 2,005 -10.29 0.0655
2020-01-31 2019-12-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,411 5 0.05 2,235 15.98 0.0586
2019-10-18 2019-09-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,406 0 0.00 1,927 4.90 0.0551
2019-07-23 2019-06-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,406 0 0.00 1,837 7.87 0.0539
2019-04-29 2019-03-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,406 97 1.04 1,703 30.60 0.0521
2019-02-07 2018-12-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,309 88 0.95 1,304 -15.43 0.0449
2018-10-23 2018-09-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,221 0 0.00 1,542 -1.97 0.0481
2018-07-27 2018-06-30 13F/A-1 MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,221 -72 -0.77 1,573 4.94 0.0520
2018-07-20 2018-06-30 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,649 356 846
2018-05-01 2018-03-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,293 0 0.00 1,499 9.26 0.0504
2018-02-07 2017-12-31 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,293 -27 -0.29 1,372 5.70 0.0479
2017-10-23 2017-09-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,320 27 0.29 1,298 14.77 0.0473
2017-07-20 2017-06-30 13F MOODYS CORP COM US LARGE-CAP EQUITIES 615369105 9,293 0 0.00 1,131 8.65 0.0437
2017-04-26 2017-03-31 13F MOODYS US LARGE CAP EQUITIES 615369105 9,293 72 0.78 1,041 19.66 0.0420
2017-01-18 2016-12-31 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,221 -268 -2.82 870 -15.37 0.0370
2016-11-10 2016-09-30 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,489 0 0.00 1,028 15.64 0.0448
2016-07-28 2016-06-30 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,489 0 0.00 889 -3.05 0.0392
2016-04-28 2016-03-31 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,489 0 0.00 917 -3.78 0.0405
2016-02-10 2015-12-31 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,489 -910 -8.75 953 -6.66 0.0432
2015-11-12 2015-09-30 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 10,399 0 0.00 1,021 -9.08 0.0497
2015-08-13 2015-06-30 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 10,399 750 7.77 1,123 12.19 0.0498
2015-05-05 2015-03-31 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,649 9,649 0.00 1,001 0.0459
2015-02-04 2014-12-31 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 0 -9,649 -100.00 0 -100.00
2014-11-07 2014-09-30 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,649 0 0.00 912 7.80 0.0444
2014-08-04 2014-06-30 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,649 -311 -3.12 846 7.22 0.0417
2014-05-01 2014-03-31 13F MOODYS CORP COM US LARGE CAP EQUITIES 615369105 9,960 0 0.00 789 0.90 0.0404
2014-02-05 2013-12-31 13F MOODYS CORP COM US SMALL AND MID-CAP EQUITIES 615369105 9,960 0 0.00 782 11.55 0.0401
2013-11-18 2013-09-30 13F MOODYS COM 615369105 9,960 0 0.00 701 15.49 0.0379
2013-08-14 2013-06-30 13F MOODYS COM 615369105 9,960 9,960 607 0.0340
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.