무디스 코퍼레이션
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionRoundview Capital LLC
Latest Disclosed Ownership12,847 shares
Latest Disclosed Value $ 5,604,607
Roundview Capital LLC reports 7.23% increase in ownership of MCO / Moody's Corporation

On May 8, 2026 - Roundview Capital LLC filed a 13F-HR form disclosing ownership of 12,847 shares of Moody's Corporation (MX:MCO) valued at $5,604,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 11,981 shares of Moody's Corporation. This represents a change in shares of 7.23% 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)
2026-05-08 2026-03-31 13F MOODYS COM 615369105 12,847 866 7.23 5,605 -8.43 0.3491
2026-02-09 2025-12-31 13F MOODYS COM 615369105 11,981 277 2.37 6,121 9.76 0.3765
2025-11-12 2025-09-30 13F MOODYS COM 615369105 11,704 20 0.17 5,577 -4.85 0.3526
2025-07-23 2025-06-30 13F MOODYS COM 615369105 11,684 795 7.30 5,861 15.56 0.3917
2025-05-06 2025-03-31 13F MOODYS COM 615369105 10,889 508 4.89 5,071 3.19 0.3659
2025-02-12 2024-12-31 13F MOODYS COM 615369105 10,381 256 2.53 4,914 2.27 0.3431
2024-11-14 2024-09-30 13F MOODYS COM 615369105 10,125 179 1.80 4,805 14.79 0.3481
2024-08-09 2024-06-30 13F MOODYS COM 615369105 9,946 1,970 24.70 4,187 33.57 0.3297
2024-05-06 2024-03-31 13F MOODYS COM 615369105 7,976 341 4.47 3,135 5.13 0.2563
2024-02-12 2023-12-31 13F MOODYS COM 615369105 7,635 -173 -2.22 2,982 20.79 0.2749
2023-11-13 2023-09-30 13F MOODYS COM 615369105 7,808 -540 -6.47 2,469 -14.96 0.2482
2023-08-09 2023-06-30 13F MOODYS COM 615369105 8,348 2,056 32.68 2,903 50.75 0.2834
2023-05-09 2023-03-31 13F MOODYS COM 615369105 6,292 529 9.18 1,925 19.94 0.2014
2023-02-13 2022-12-31 13F MOODYS COM 615369105 5,763 67 1.18 1,606 15.88 0.1832
2022-11-10 2022-09-30 13F MOODYS COM 615369105 5,696 820 16.82 1,385 4.45 0.1748
2022-08-11 2022-06-30 13F MOODYS COM 615369105 4,876 769 18.72 1,326 -4.33 0.1588
2022-05-17 2022-03-31 13F/A-1 MOODYS COM 615369105 4,107 -74 -1.77 1,386 -15.13 0.1424
2022-05-11 2022-03-31 13F MOODYS COM 615369105 4,107 -74 1,386 0.1375
2022-02-10 2021-12-31 13F MOODYS COM 615369105 4,181 37 0.89 1,633 10.94 0.1629
2021-11-10 2021-09-30 13F MOODYS COM 615369105 4,144 111 2.75 1,472 0.75 0.1622
2021-08-10 2021-06-30 13F MOODYS COM 615369105 4,033 611 17.86 1,461 42.95 0.1630
2021-05-14 2021-03-31 13F MOODYS COM 615369105 3,422 5 0.15 1,022 3.02 0.1286
2021-02-08 2020-12-31 13F MOODYS COM 615369105 3,417 2 0.06 992 0.20 0.1357
2020-11-05 2020-09-30 13F MOODYS COM 615369105 3,415 -4 -0.12 990 5.43 0.1553
2020-08-13 2020-06-30 13F MOODYS COM 615369105 3,419 -72 -2.06 939 27.24 0.1595
2020-05-11 2020-03-31 13F MOODYS COM 615369105 3,491 927 36.15 738 21.18 0.1560
2020-02-10 2019-12-31 13F MOODYS COM 615369105 2,564 330 14.77 609 32.97 0.1157
2019-11-12 2019-09-30 13F MOODYS COM 615369105 2,234 0 0.00 458 5.05 0.0989
2019-08-12 2019-06-30 13F MOODYS COM 615369105 2,234 0 0.00 436 7.65 0.0982
2019-05-09 2019-03-31 13F MOODYS COM 615369105 2,234 0 0.00 405 29.39 0.0962
2019-02-13 2018-12-31 13F MOODYS COM 615369105 2,234 -215 -8.78 313 -23.47 0.0878
2018-11-07 2018-09-30 13F Moody's COM 615369105 2,449 0 0.00 409 -2.15 0.1009
2018-08-10 2018-06-30 13F Moody's COM 615369105 2,449 -30 -1.21 418 4.50 0.1096
2018-05-14 2018-03-31 13F Moody's COM 615369105 2,479 -30 -1.20 400 8.11 0.1126
2018-02-07 2017-12-31 13F Moody's COM 615369105 2,509 0 0.00 370 6.02 0.0956
2017-11-13 2017-09-30 13F/A-1 Moody's COM 615369105 2,509 -100 -3.83 349 10.09 0.0998
2017-11-13 2017-09-30 13F Moody's COM 615369105 2,609 0 317 92,474.5549
2017-08-11 2017-06-30 13F Moody's COM 615369105 2,609 0 0.00 317 8.56 0.0925
2017-05-11 2017-03-31 13F Moody's COM 615369105 2,609 0 0.00 292 18.70 0.0906
2017-02-14 2016-12-31 13F Moody's COM 615369105 2,609 0 0.00 246 -13.07 0.0790
2016-11-14 2016-09-30 13F Moody's COM 615369105 2,609 0 0.00 283 15.98 0.1000
2016-08-12 2016-06-30 13F Moody's COM 615369105 2,609 0 0.00 244 -3.17 0.0898
2016-05-12 2016-03-31 13F Moody's COM 615369105 2,609 -200 -7.12 252 -10.64 0.0939
2016-02-11 2015-12-31 13F Moody's COM 615369105 2,809 0 0.00 282 2.17 0.1117
2015-11-12 2015-09-30 13F Moody's COM 615369105 2,809 30 1.08 276 -8.00 0.1184
2015-08-14 2015-06-30 13F Moody's COM 615369105 2,779 0 0.00 300 4.17 0.1130
2015-05-15 2015-03-31 13F Moody's COM 615369105 2,779 0 0.00 288 8.27 0.1139
2015-02-13 2014-12-31 13F Moody's COM 615369105 2,779 0 0.00 266 1.14 0.1092
2014-11-14 2014-09-30 13F Moody's COM 615369105 2,779 0 0.00 263 7.79 0.1183
2014-08-08 2014-06-30 13F Moody's COM 615369105 2,779 0 0.00 244 10.91 0.0987
2014-04-30 2014-03-31 13F Moody's COM 615369105 2,779 0 0.00 220 0.92 0.1068
2014-02-12 2013-12-31 13F Moody's COM 615369105 2,779 2,779 218 0.0999
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.