무디스 코퍼레이션
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionRathbone Brothers plc
Latest Disclosed Ownership5,176 shares
Latest Disclosed Value $ 2,258,030
Rathbone Brothers plc reports 0.54% increase in ownership of MCO / Moody's Corporation

On May 12, 2026 - Rathbone Brothers plc filed a 13F-HR form disclosing ownership of 5,176 shares of Moody's Corporation (MX:MCO) valued at $2,258,030 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 5,148 shares of Moody's Corporation. This represents a change in shares of 0.54% 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)
2026-05-12 2026-03-31 13F MOODYS CORP USD0.01 COM 615369105 5,176 28 0.54 2,258 -14.11 0.0096
2026-02-06 2025-12-31 13F/A-1 MOODYS CORP USD0.01 COM 615369105 5,148 -2,428 -32.05 2,630 -27.15 0.0104
2026-01-21 2025-12-31 13F MOODYS CORP USD0.01 COM 615369105 5,148 -2,428 2,630 0.0104
2025-11-13 2025-09-30 13F MOODYS CORP USD0.01 COM 615369105 7,576 -209 -2.68 3,610 -7.56 0.0147
2025-08-07 2025-06-30 13F MOODYS CORP USD0.01 COM 615369105 7,785 -15 -0.19 3,905 7.49 0.0168
2025-05-13 2025-03-31 13F MOODYS CORP USD0.01 COM 615369105 7,800 6 0.08 3,632 -1.55 0.0176
2025-02-13 2024-12-31 13F MOODYS CORP USD0.01 COM 615369105 7,794 855 12.32 3,689 12.03 0.0179
2024-11-13 2024-09-30 13F MOODYS CORP USD0.01 COM 615369105 6,939 144 2.12 3,293 15.14 0.0166
2024-08-09 2024-06-30 13F MOODYS CORP USD0.01 COM 615369105 6,795 -10 -0.15 2,860 6.96 0.0156
2024-05-14 2024-03-31 13F MOODYS CORP USD0.01 COM 615369105 6,805 33 0.49 2,675 1.13 0.0154
2024-02-13 2023-12-31 13F MOODYS CORP USD0.01 COM 615369105 6,772 -86 -1.25 2,645 21.96 0.0170
2023-11-13 2023-09-30 13F MOODYS CORP USD0.01 COM 615369105 6,858 113 1.68 2,168 -7.55 0.0157
2023-08-04 2023-06-30 13F MOODYS CORP USD0.01 COM 615369105 6,745 -115 -1.68 2,345 11.72 0.0219
2023-05-12 2023-03-31 13F MOODYS CORP USD0.01 COM 615369105 6,860 -206 -2.92 2,099 6.66 0.0215
2023-02-14 2022-12-31 13F MOODYS CORP USD0.01 COM 615369105 7,066 0 0.00 1,969 14.55 0.0222
2022-11-14 2022-09-30 13F/A-1 MOODYS CORP USD0.01 COM 615369105 7,066 -860 -10.85 1,718 -20.32 0.0212
2022-11-03 2022-09-30 13F MOODYS CORP USD0.01 COM 615369105 7,066 -860 1,718 0.0212
2022-08-12 2022-06-30 13F MOODYS CORP USD0.01 COM 615369105 7,926 0 0.00 2,156 -19.37 0.0247
2022-05-11 2022-03-31 13F MOODYS CORP USD0.01 COM 615369105 7,926 0 0.00 2,674 -13.63 0.0273
2022-02-10 2021-12-31 13F MOODYS CORP USD0.01 COM 615369105 7,926 0 0.00 3,096 9.98 0.0301
2021-11-04 2021-09-30 13F MOODYS CORP USD0.01 COM 615369105 7,926 -92 -1.15 2,815 -3.10 0.0303
2021-07-30 2021-06-30 13F MOODYS CORP USD0.01 COM 615369105 8,018 -145 -1.78 2,905 19.16 0.0323
2021-05-14 2021-03-31 13F MOODYS CORP USD0.01 COM 615369105 8,163 -3,910 -32.39 2,438 -30.42 0.0312
2021-02-11 2020-12-31 13F MOODYS CORP USD0.01 COM 615369105 12,073 0 0.00 3,504 0.14 0.0497
2020-11-13 2020-09-30 13F MOODYS CORP USD0.01 COM 615369105 12,073 0 0.00 3,499 5.49 0.0599
2020-08-07 2020-06-30 13F MOODYS CORP USD0.01 COM 615369105 12,073 -2,748 -18.54 3,317 5.81 0.0673
2020-05-04 2020-03-31 13F MOODYS CORP USD0.01 COM 615369105 14,821 0 0.00 3,135 -10.91 0.0913
2020-02-11 2019-12-31 13F MOODYS CORP USD0.01 COM 615369105 14,821 0 0.00 3,519 15.91 0.0926
2019-11-13 2019-09-30 13F MOODYS CORP USD0.01 COM 615369105 14,821 2,549 20.77 3,036 26.66 0.0862
2019-08-12 2019-06-30 13F MOODYS CORP USD0.01 COM 615369105 12,272 0 0.00 2,397 7.88 0.0750
2019-05-09 2019-03-31 13F MOODYS CORP USD0.01 COM 615369105 12,272 0 0.00 2,222 29.26 0.0731
2019-02-12 2018-12-31 13F MOODYS CORP USD0.01 COM 615369105 12,272 0 0.00 1,719 -16.23 0.0659
2018-10-12 2018-09-30 13F MOODYS CORP USD0.01 COM 615369105 12,272 5,594 83.77 2,052 80.16 0.0697
2018-07-16 2018-06-30 13F MOODYS CORP USD0.01 COM 615369105 6,678 -271 -3.90 1,139 1.61 0.0432
2018-04-06 2018-03-31 13F MOODYS CORP USD0.01 COM 615369105 6,949 36 0.52 1,121 9.90 0.0456
2018-01-24 2017-12-31 13F MOODYS CORP USD0.01 COM 615369105 6,913 0 0.00 1,020 6.03 0.0415
2017-10-24 2017-09-30 13F MOODYS CORP USD0.01 COM 615369105 6,913 0 0.00 962 14.39 0.0419
2017-08-10 2017-06-30 13F MOODYS CORP USD0.01 COM 615369105 6,913 -200 -2.81 841 5.52 0.0375
2017-04-06 2017-03-31 13F MOODYS CORP USD0.01 COM 615369105 7,113 0 0.00 797 18.78 0.0363
2017-02-02 2016-12-31 13F MOODYS CORP USD0.01 COM 615369105 7,113 61 0.87 671 -12.17 0.0336
2016-10-24 2016-09-30 13F MOODYS CORP USD0.01 COM 615369105 7,052 -300 -4.08 764 10.89 0.0395
2016-08-03 2016-06-30 13F MOODYS CORP USD0.01 COM 615369105 7,352 0 0.00 689 -2.96 0.0380
2016-04-08 2016-03-31 13F MOODYS CORP USD0.01 COM 615369105 7,352 0 0.00 710 9.57 0.0432
2016-01-19 2015-12-31 13F MOODYS CORP USD0.01 COM 615369105 7,352 0 0.00 648 -10.25 0.0411
2015-10-27 2015-09-30 13F MOODYS CORP USD0.01 COM 615369105 7,352 -400 -5.16 722 -13.74 0.0481
2015-08-05 2015-06-30 13F MOODYS CORP USD0.01 COM 615369105 7,752 -500 -6.06 837 -2.33 0.0544
2015-04-10 2015-03-31 13F MOODYS CORP USD0.01 COM 615369105 8,252 0 0.00 857 8.34 0.0567
2015-01-21 2014-12-31 13F MOODYS CORP USD0.01 COM 615369105 8,252 -993 -10.74 791 -9.50 0.0520
2014-10-23 2014-09-30 13F MOODYS CORP US$0.01 COM 615369105 9,245 0 0.00 874 7.90 0.0607
2014-07-02 2014-06-30 13F MOODYS CORP US$0.01 COM 615369105 9,245 0 0.00 810 10.50 0.0572
2014-04-11 2014-03-31 13F/A-1 MOODYS CORP US$0.01 COM 615369105 9,245 5,243 131.01 733 160.85 0.0588
2014-04-10 2014-03-31 13F US BANCORP DEL US$0.01 COM 615369105 13,642 585
2013-10-11 2013-09-30 13F MOODYS CORP US$0.01 COM 615369105 4,002 0 0.00 281 15.16 0.0327
2013-08-06 2013-06-30 13F MOODYS CORP US$0.01 COM 615369105 4,002 4,002 244 0.0329
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.