무디스 코퍼레이션
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership12,176 shares
Latest Disclosed Value $ 5,311,808
Midwest Professional Planners, LTD. reports 0.17% increase in ownership of MCO / Moody's Corporation

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 12,176 shares of Moody's Corporation (MX:MCO) valued at $5,311,808 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,155 shares of Moody's Corporation. This represents a change in shares of 0.17% 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)
2026-05-05 2026-03-31 13F MOODYS CORP COM USD0.01 COM 615369105 12,176 21 0.17 5,312 -14.46 1.2512
2026-02-06 2025-12-31 13F MOODYS COM 615369105 12,155 169 1.41 6,209 8.72 1.4708
2025-11-04 2025-09-30 13F MOODYS COM 615369105 11,986 23 0.19 5,711 -4.82 1.3933
2025-08-11 2025-06-30 13F MOODYS COM 615369105 11,963 175 1.48 6,000 9.31 1.5800
2025-05-02 2025-03-31 13F MOODYS COM 615369105 11,788 -431 -3.53 5,490 -5.08 1.7084
2025-02-10 2024-12-31 13F MOODYS COM 615369105 12,219 198 1.65 5,784 1.37 1.7271
2024-11-14 2024-09-30 13F MOODYS COM 615369105 12,021 551 4.80 5,705 18.19 1.7441
2024-08-06 2024-06-30 13F MOODYS COM 615369105 11,470 117 1.03 4,828 8.18 1.6134
2024-05-09 2024-03-31 13F MOODYS COM 615369105 11,353 -3,140 -21.67 4,462 -21.17 1.5653
2024-02-15 2023-12-31 13F MOODYS COM 615369105 14,493 584 4.20 5,661 28.72 2.2565
2024-02-15 2023-12-31 13F MOODYS COM 615369105 14,493 5,661
2023-11-13 2023-09-30 13F MOODYS COM 615369105 13,909 818 6.25 4,397 -3.38 1.9776
2023-08-07 2023-06-30 13F MOODYS COM 615369105 13,091 889 7.29 4,552 21.91 1.9938
2023-05-15 2023-03-31 13F MOODYS COM 615369105 12,202 2,017 19.80 3,734 31.58 1.8266
2023-02-10 2022-12-31 13F MOODYS COM 615369105 10,185 460 4.73 2,838 20.01 1.5706
2022-11-10 2022-09-30 13F MOODYS COM 615369105 9,725 344 3.67 2,364 -7.33 1.4106
2022-08-09 2022-06-30 13F MOODYS COM 615369105 9,381 268 2.94 2,551 -17.04 1.4388
2022-05-11 2022-03-31 13F MOODYS COM 615369105 9,113 289 3.28 3,075 -10.77 1.5126
2022-02-10 2021-12-31 13F MOODYS COM 615369105 8,824 11 0.12 3,446 10.13 1.6740
2021-11-08 2021-09-30 13F MOODYS COM 615369105 8,813 -107 -1.20 3,129 -3.19 1.6596
2021-08-10 2021-06-30 13F MOODYS COM 615369105 8,920 5,218 140.95 3,232 263.55 1.6839
2021-05-17 2021-03-31 13F Lam Research COM 615369105 3,702 -5,231 -58.56 889 -65.72 0.8779
2021-03-11 2020-12-31 13F MOODYS COM 615369105 8,933 5,014 127.94 2,593 99.46 1.5977
2020-11-06 2020-09-30 13F Lam Research COM 615369105 3,919 124 3.27 1,300 5.86 0.9144
2020-08-14 2020-06-30 13F Lam Research COM 615369105 3,795 93 2.51 1,228 38.13 0.9669
2020-05-05 2020-03-31 13F Lam Research COM 615369105 3,702 20 0.54 889 -17.46 0.8779
2020-02-11 2019-12-31 13F Lam Research COM 615369105 3,682 -4,394 -54.41 1,077 -34.89 0.8796
2019-11-14 2019-09-30 13F Moody's COM 615369105 8,076 -4 -0.05 1,654 4.82 1.4795
2019-08-12 2019-06-30 13F Moody's COM 615369105 8,080 9 0.11 1,578 7.93 1.4639
2019-05-08 2019-03-31 13F Moody's COM 615369105 8,071 1,600 24.73 1,462 61.37 1.4115
2019-02-13 2018-12-31 13F Moody's COM 615369105 6,471 -215 -3.22 906 -18.96 0.9753
2018-11-13 2018-09-30 13F Moody's COM 615369105 6,686 256 3.98 1,118 1.91 1.0265
2018-08-10 2018-06-30 13F Moody's COM 615369105 6,430 -113 -1.73 1,097 3.98 0.9808
2018-05-15 2018-03-31 13F Moody's COM 615369105 6,543 73 1.13 1,055 10.47 0.9507
2018-02-12 2017-12-31 13F MOODYS CORP COM COM 615369105 6,470 6,470 955 0.8721
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.