무디스 코퍼레이션
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionFiduciary Group LLC
Latest Disclosed Ownership45,287 shares
Latest Disclosed Value $ 19,756,469
Fiduciary Group LLC reports 0.09% increase in ownership of MCO / Moody's Corporation

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 45,287 shares of Moody's Corporation (MX:MCO) valued at $19,756,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 45,248 shares of Moody's Corporation. This represents a change in shares of 0.09% 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)
2026-05-11 2026-03-31 13F MOODYS COM 615369105 45,287 39 0.09 19,756 -14.53 1.6871
2026-02-12 2025-12-31 13F MOODYS COM 615369105 45,248 -703 -1.53 23,115 5.57 1.9414
2025-11-12 2025-09-30 13F MOODYS COM 615369105 45,951 -501 -1.08 21,895 -6.03 1.9230
2025-08-13 2025-06-30 13F MOODYS COM 615369105 46,452 -120 -0.26 23,300 7.43 2.1929
2025-04-28 2025-03-31 13F MOODYS COM 615369105 46,572 -144 -0.31 21,688 -1.92 2.1731
2025-02-11 2024-12-31 13F MOODYS COM 615369105 46,716 -368 -0.78 22,114 -1.04 2.2179
2024-11-13 2024-09-30 13F MOODYS COM 615369105 47,084 -483 -1.02 22,346 11.60 2.2632
2024-08-08 2024-06-30 13F MOODYS COM 615369105 47,567 -567 -1.18 20,022 5.84 2.1531
2024-05-13 2024-03-31 13F MOODYS COM 615369105 48,134 -1,029 -2.09 18,918 -1.47 2.0610
2024-02-05 2023-12-31 13F MOODYS COM 615369105 49,163 -1,084 -2.16 19,201 20.87 2.2494
2023-11-13 2023-09-30 13F/A-1 MOODYS COM 615369105 50,247 -368 -0.73 15,887 -9.73 2.0278
2023-11-13 2023-09-30 13F MOODYS COM 615369105 50,247 -368 15,887 2.0278
2023-07-27 2023-06-30 13F MOODYS COM 615369105 50,615 -416 -0.82 17,600 12.70 2.1621
2023-05-15 2023-03-31 13F/A-1 MOODYS COM 615369105 51,031 -1,244 -2.38 15,617 7.22 2.0302
2023-05-15 2023-03-31 13F MOODYS COM 615369105 50,708 -1,567 15,705 2.0181
2023-02-07 2022-12-31 13F MOODYS COM 615369105 52,275 -2,147 -3.95 14,565 -9.05 1.9401
2022-11-14 2022-09-30 13F MOODYS COM 615369105 54,422 31 0.06 16,014 -7.30 2.0746
2022-08-12 2022-06-30 13F MOODYS COM 615369105 54,391 -1,601 -2.86 17,275 9.34 2.1578
2022-05-13 2022-03-31 13F MOODYS COM 615369105 55,992 -2,458 -4.21 15,800 -30.79 2.0857
2022-02-14 2021-12-31 13F MOODYS COM 615369105 58,450 -250 -0.43 22,829 -0.37 2.5393
2021-10-27 2021-09-30 13F MOODYS COM 615369105 58,700 -850 -1.43 22,913 0.53 2.6001
2021-08-05 2021-06-30 13F MOODYS COM 615369105 59,550 84 0.14 22,793 17.32 2.6373
2021-05-03 2021-03-31 13F MOODYS COM 615369105 59,466 -574 -0.96 19,428 16.12 2.3635
2021-02-12 2020-12-31 13F MOODYS COM 615369105 60,040 259 0.43 16,731 -3.45 2.2077
2020-11-12 2020-09-30 13F MOODYS COM 615369105 59,781 -368 -0.61 17,328 4.86 2.6177
2020-08-14 2020-06-30 13F MOODYS COM 615369105 60,149 -1,368 -2.22 16,525 27.01 2.7576
2020-05-11 2020-03-31 13F MOODYS COM 615369105 61,517 -551 -0.89 13,011 -11.71 2.5531
2020-02-14 2019-12-31 13F MOODYS COM 615369105 62,068 -128 -0.21 14,736 15.67 2.3499
2019-11-13 2019-09-30 13F MOODYS COM 615369105 62,196 -200 -0.32 12,740 4.54 2.2285
2019-08-05 2019-06-30 13F MOODYS COM 615369105 62,396 -937 -1.48 12,187 6.26 2.1888
2019-05-08 2019-03-31 13F MOODYS COM 615369105 63,333 -993 -1.54 11,469 27.32 2.1350
2019-02-13 2018-12-31 13F MOODYS COM 615369105 64,326 -357 -0.55 9,008 -16.71 1.8623
2018-10-18 2018-09-30 13F MOODYS COM 615369105 64,683 765 1.20 10,815 -0.80 2.1194
2018-08-02 2018-06-30 13F MOODYS COM 615369105 63,918 -628 -0.97 10,902 4.72 2.3044
2018-05-14 2018-03-31 13F MOODYS COM 615369105 64,546 -1,388 -2.11 10,411 6.97 2.2564
2018-02-02 2017-12-31 13F MOODYS COM 615369105 65,934 -1,395 -2.07 9,733 3.84 2.0777
2017-11-13 2017-09-30 13F MOODYS COM 615369105 67,329 -1,717 -2.49 9,373 11.56 2.1098
2017-08-11 2017-06-30 13F MOODYS COM 615369105 69,046 -99 -0.14 8,402 8.45 1.9386
2017-05-12 2017-03-31 13F MOODYS COM 615369105 69,145 6,345 10.10 7,747 30.86 1.8359
2017-02-13 2016-12-31 13F MOODYS COM 615369105 62,800 2,878 4.80 5,920 -8.75 1.5310
2016-10-25 2016-09-30 13F MOODYS COM 615369105 59,922 714 1.21 6,488 16.94 1.7582
2016-08-10 2016-06-30 13F MOODYS COM 615369105 59,208 46,325 359.58 5,548 345.98 1.5408
2016-05-13 2016-03-31 13F MOODYS COM 615369105 12,883 490 3.95 1,244 0.00 0.3602
2016-02-12 2015-12-31 13F MOODYS COM 615369105 12,393 381 3.17 1,244 5.42 0.3707
2015-11-12 2015-09-30 13F MOODYS COM 615369105 12,012 -110 -0.91 1,180 -9.85 0.3925
2015-07-30 2015-06-30 13F MOODYS COM 615369105 12,122 12,122 1,309 0.4119
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.