무디스 코퍼레이션
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionLPL Financial LLC
Latest Disclosed Ownership61,152 shares
Latest Disclosed Value $ 26,677,212
LPL Financial LLC reports 52.05% decrease in ownership of MCO / Moody's Corporation

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 61,152 shares of Moody's Corporation (MX:MCO) valued at $26,677,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 127,536 shares of Moody's Corporation. This represents a change in shares of -52.05% 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)
2026-05-06 2026-03-31 13F MOODYS COM 615369105 61,152 -66,384 -52.05 26,677 -59.05 0.0071
2026-02-11 2025-12-31 13F MOODYS COM 615369105 127,536 -21,046 -14.16 65,151 -7.97 0.0178
2025-11-12 2025-09-30 13F MOODYS COM 615369105 148,582 7,390 5.23 70,796 -0.03 0.0206
2025-08-12 2025-06-30 13F MOODYS COM 615369105 141,192 13,264 10.37 70,821 18.88 0.0236
2025-05-07 2025-03-31 13F MOODYS COM 615369105 127,928 14,655 12.94 59,575 11.11 0.0232
2025-02-11 2024-12-31 13F MOODYS COM 615369105 113,273 4,527 4.16 53,620 3.89 0.0218
2024-11-08 2024-09-30 13F MOODYS COM 615369105 108,746 9,196 9.24 51,610 23.16 0.0230
2024-08-07 2024-06-30 13F MOODYS COM 615369105 99,550 11,362 12.88 41,904 20.90 0.0209
2024-05-10 2024-03-31 13F MOODYS COM 615369105 88,188 14,206 19.20 34,661 19.96 0.0186
2024-02-14 2023-12-31 13F MOODYS COM 615369105 73,982 -21,295 -22.35 28,894 -4.08 0.0175
2023-11-13 2023-09-30 13F MOODYS COM 615369105 95,277 -5,326 -5.29 30,124 -13.89 0.0211
2023-07-31 2023-06-30 13F MOODYS COM 615369105 100,603 6,710 7.15 34,982 21.75 0.0250
2023-05-10 2023-03-31 13F MOODYS COM 615369105 93,893 9,562 11.34 28,733 22.29 0.0224
2023-02-07 2022-12-31 13F MOODYS COM 615369105 84,331 5,434 6.89 23,496 22.50 0.0201
2022-11-14 2022-09-30 13F MOODYS COM 615369105 78,897 7,372 10.31 19,180 -1.40 0.0185
2022-08-12 2022-06-30 13F MOODYS COM 615369105 71,525 6,059 9.26 19,453 -11.93 0.0185
2022-05-16 2022-03-31 13F MOODYS COM 615369105 65,466 -411 -0.62 22,089 -14.15 0.0190
2022-02-14 2021-12-31 13F MOODYS COM 615369105 65,877 4,704 7.69 25,730 18.45 0.0216
2021-11-15 2021-09-30 13F MOODYS COM 615369105 61,173 3,565 6.19 21,723 4.06 0.0204
2021-08-13 2021-06-30 13F MOODYS COM 615369105 57,608 4,673 8.83 20,876 32.07 0.0211
2021-05-14 2021-03-31 13F MOODYS COM 615369105 52,935 8,288 18.56 15,807 21.99 0.0182
2021-02-12 2020-12-31 13F MOODYS COM 615369105 44,647 2,372 5.61 12,958 5.75 0.0168
2020-11-09 2020-09-30 13F MOODYS COM 615369105 42,275 3,212 8.22 12,254 14.18 0.0191
2020-08-13 2020-06-30 13F MOODYS COM 615369105 39,063 -2,981 -7.09 10,732 20.69 0.0187
2020-05-14 2020-03-31 13F MOODYS COM 615369105 42,044 4,125 10.88 8,892 -1.22 0.0192
2020-02-14 2019-12-31 13F MOODYS COM 615369105 37,919 7,074 22.93 9,002 42.48 0.0164
2019-11-13 2019-09-30 13F MOODYS COM 615369105 30,845 9,890 47.20 6,318 54.36 0.0129
2019-08-09 2019-06-30 13F MOODYS COM 615369105 20,955 681 3.36 4,093 11.50 0.0087
2019-05-08 2019-03-31 13F MOODYS COM 615369105 20,274 3,905 23.86 3,671 60.17 0.0083
2019-02-07 2018-12-31 13F MOODYS COM 615369105 16,369 6,237 61.56 2,292 35.30 0.0061
2018-11-14 2018-09-30 13F MOODYS COM 615369105 10,132 2,844 39.02 1,694 36.28 0.0041
2018-08-14 2018-06-30 13F MOODYS COM 615369105 7,288 1,135 18.45 1,243 25.30 0.0033
2018-05-15 2018-03-31 13F MOODYS COM 615369105 6,153 3,182 107.10 992 125.97 0.0027
2018-02-14 2017-12-31 13F MOODYS COM 615369105 2,971 165 5.88 439 12.28 0.0013
2017-11-14 2017-09-30 13F MOODYS COM 615369105 2,806 -396 -12.37 391 0.26 0.0014
2017-08-14 2017-06-30 13F MOODYS COM 615369105 3,202 3,202 390 0.0015
2016-08-15 2016-06-30 13F MOODYS COM 615369105 0 -7,030 -100.00 0 -100.00
2016-05-16 2016-03-31 13F MOODYS COM 615369105 7,030 5 0.07 659 -4.77 0.0018
2016-02-12 2015-12-31 13F MOODYS COM 615369105 7,025 3,310 89.10 692 84.53 0.0019
2015-11-13 2015-09-30 13F MOODYS COM 615369105 3,715 -262 -6.59 375 -12.99 0.0021
2015-08-14 2015-06-30 13F MOODYS COM 615369105 3,977 -282 -6.62 431 -3.15 0.0022
2015-05-14 2015-03-31 13F MOODYS COM 615369105 4,259 92 2.21 445 11.53 0.0023
2015-02-13 2014-12-31 13F MOODYS COM 615369105 4,167 1,586 61.45 399 66.95 0.0022
2014-11-10 2014-09-30 13F MOODYS COM 615369105 2,581 141 5.78 239 11.68 0.0014
2014-08-05 2014-06-30 13F/A-1 MOODYS COM 615369105 2,440 -3,149 -56.34 214 -51.69 0.0012
2014-08-05 2014-06-30 13F MOODYS COM 615369105 2,440 1,693
2014-05-12 2014-03-31 13F MOODYS COM 615369105 5,589 2,107 60.51 443 62.27 0.0027
2014-02-13 2013-12-31 13F MOODYS COM 615369105 3,482 3,482 -63.41 273 -52.77 0.0017
2013-11-04 2013-09-30 13F MOODYS COM 615369105 0 -9,516 -100.00 0 -100.00
2013-08-15 2013-06-30 13F MOODYS COM 615369105 9,516 9,516 578 0.0042
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.