무디스 코퍼레이션
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership10,186 shares
Latest Disclosed Value $ 4,443,643
Baird Financial Group, Inc. reports 8.16% decrease in ownership of MCO / Moody's Corporation

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 10,186 shares of Moody's Corporation (MX:MCO) valued at $4,443,643 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,091 shares of Moody's Corporation. This represents a change in shares of -8.16% during the quarter.

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)
2026-05-14 2026-03-31 13F MOODYS COM 615369105 10,186 -905 -8.16 4,444 -21.57 0.0069
2026-02-13 2025-12-31 13F MOODYS CORP COM COMMON 615369105 11,091 295 2.73 5,666 10.13 0.0088
2025-11-13 2025-09-30 13F MOODYS COMMON 615369105 10,796 64 0.60 5,144 -4.44 0.0083
2025-08-13 2025-06-30 13F MOODYS CORP COM COMMON 615369105 10,732 -7,770 -42.00 5,383 -37.52 0.0094
2025-05-15 2025-03-31 13F MOODYS CORP COM COMMON 615369105 18,502 7,263 64.62 8,616 61.95 0.0166
2025-02-14 2024-12-31 13F MOODYS COMMON 615369105 11,239 -397 -3.41 5,320 -3.66 0.0102
2024-11-14 2024-09-30 13F MOODYS COMMON 615369105 11,636 -302 -2.53 5,522 9.89 0.0107
2024-08-14 2024-06-30 13F MOODYS COMMON 615369105 11,938 -1,116 -8.55 5,025 -2.05 0.0104
2024-05-14 2024-03-31 13F MOODYS COMMON 615369105 13,054 -145 -1.10 5,131 -0.48 0.0108
2024-02-14 2023-12-31 13F MOODYS COMMON 615369105 13,199 -298 -2.21 5,155 20.81 0.0117
2023-11-13 2023-09-30 13F MOODYS COMMON 615369105 13,497 237 1.79 4,267 -7.44 0.0116
2023-08-11 2023-06-30 13F MOODYS COMMON 615369105 13,260 -414 -3.03 4,611 10.18 0.0122
2023-05-15 2023-03-31 13F MOODYS COMMON 615369105 13,674 405 3.05 4,185 139,366.67 0.0103
2023-02-13 2022-12-31 13F MOODYS COMMON 615369105 13,269 50 0.38 4 -99.91 0.0097
2022-11-15 2022-09-30 13F MOODYS COMMON 615369105 13,219 5,976 82.51 3,213 63.10 0.0095
2022-08-08 2022-06-30 13F MOODYS COMMON 615369105 7,243 -2,510 -25.74 1,970 -40.12 0.0055
2022-05-13 2022-03-31 13F MOODYS COMMON 615369105 9,753 140 1.46 3,290 -12.38 0.0081
2022-02-09 2021-12-31 13F MOODYS COMMON 615369105 9,613 1,061 12.41 3,755 23.64 0.0088
2021-11-12 2021-09-30 13F MOODYS COMMON 615369105 8,552 709 9.04 3,037 6.86 0.0078
2021-08-11 2021-06-30 13F MOODYS COMMON 615369105 7,843 1,641 26.46 2,842 53.46 0.0074
2021-05-13 2021-03-31 13F MOODYS COMMON 615369105 6,202 236 3.96 1,852 6.93 0.0052
2021-02-11 2020-12-31 13F MOODYS COMMON 615369105 5,966 938 18.66 1,732 18.87 0.0052
2020-11-12 2020-09-30 13F MOODYS COMMON 615369105 5,028 157 3.22 1,457 8.89 0.0050
2020-10-22 2020-06-30 13F/A-1 MOODYS COMMON 615369105 4,871 740 17.91 1,338 53.09 0.0050
2020-08-14 2020-06-30 13F MOODYS COMMON 615369105 4,054 -77 964 1,910.4290
2020-05-14 2020-03-31 13F MOODYS COMMON 615369105 4,131 293 7.63 874 -4.06 0.0040
2020-02-14 2019-12-31 13F MOODYS CORP COM COMMON 615369105 3,838 -541 -12.35 911 1.56 0.0033
2019-11-14 2019-09-30 13F MOODY'S Common 615369105 4,379 1,147 35.49 897 41.93 0.0035
2019-08-14 2019-06-30 13F MOODY'S COMMON 615369105 3,232 877 37.24 632 48.36 0.0025
2019-05-14 2019-03-31 13F MOODYS COMMON 615369105 2,355 301 14.65 426 47.92 0.0025
2019-02-14 2018-12-31 13F MOODYS COMMON 615369105 2,054 2,054 288 0.0020
2016-05-12 2016-03-31 13F MOODYS COMMON 615369105 0 -4,299 -100.00 0 -100.00
2016-02-11 2015-12-31 13F MOODYS COMMON 615369105 4,299 -1,988 -31.62 432 -29.98 0.0043
2015-11-12 2015-09-30 13F MOODYS COMMON 615369105 6,287 -2,355 -27.25 617 -33.87 0.0066
2015-08-14 2015-06-30 13F MOODYS COMMON 615369105 8,642 8,642 933 0.0092
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.