Moody's Corporation
AT ˙ WBAG ˙ US6153691059
€ 392,00 ↑8,00 (2,08%)
2026-06-04
AKTIENPREIS
SecurityAT:MOCO / Moody's Corporation
InstitutionD.B. Root & Company, LLC
Latest Disclosed Ownership503 shares
Latest Disclosed Value $ 219,434
D.B. Root & Company, LLC reports 13.43% decrease in ownership of MOCO / Moody's Corporation

On May 12, 2026 - D.B. Root & Company, LLC filed a 13F-HR form disclosing ownership of 503 shares of Moody's Corporation (AT:MOCO) valued at $188,072 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 581 shares of Moody's Corporation. This represents a change in shares of -13.43% during the quarter. The current value of the position is $197,176 USD.

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 COM 615369105 503 -78 -13.43 219 -26.01 0.0524
2026-02-03 2025-12-31 13F MOODYS COM 615369105 581 -90 -13.41 297 -7.21 0.0724
2025-11-06 2025-09-30 13F MOODYS COM 615369105 671 -251 -27.22 320 -30.95 0.0811
2025-07-22 2025-06-30 13F MOODYS COM 615369105 922 117 14.53 462 23.53 0.1365
2025-05-14 2025-03-31 13F MOODYS COM 615369105 805 -36 -4.28 375 -6.03 0.1210
2025-01-17 2024-12-31 13F MOODYS COM 615369105 841 9 1.08 398 1.02 0.1266
2024-10-31 2024-09-30 13F MOODYS COM 615369105 832 -609 -42.26 395 -34.98 0.1301
2024-07-15 2024-06-30 13F MOODYS COM 615369105 1,441 -250 -14.78 607 -8.73 0.2069
2024-04-17 2024-03-31 13F MOODYS COM 615369105 1,691 -3 -0.18 665 0.45 0.2246
2024-01-16 2023-12-31 13F MOODYS COM 615369105 1,694 -269 -13.70 662 6.61 0.2399
2023-11-03 2023-09-30 13F MOODYS COM 615369105 1,963 -18 -0.91 621 -9.88 0.2419
2023-07-18 2023-06-30 13F MOODYS COM 615369105 1,981 103 5.48 689 19.86 0.2606
2023-04-18 2023-03-31 13F MOODYS COM 615369105 1,878 -6 -0.32 575 9.54 0.2261
2023-01-27 2022-12-31 13F MOODYS COM 615369105 1,884 -113 -5.66 525 8.04 0.2218
2022-10-26 2022-09-30 13F Moody's COM 615369105 1,997 -1 -0.05 485 -10.68 0.2208
2022-07-21 2022-06-30 13F Moody's COM 615369105 1,998 -5 -0.25 543 -19.56 0.2329
2022-05-06 2022-03-31 13F Moody's COM 615369105 2,003 17 0.86 675 -12.90 0.2513
2022-02-01 2021-12-31 13F Moody's COM 615369105 1,986 -39 -1.93 775 7.79 0.2795
2021-10-22 2021-09-30 13F Moody's COM 615369105 2,025 -398 -16.43 719 -18.11 0.2804
2021-07-28 2021-06-30 13F Moody's COM 615369105 2,423 1,092 82.04 878 121.16 0.3279
2021-05-04 2021-03-31 13F Moody's COM 615369105 1,331 -3 -0.22 397 2.58 0.1561
2021-02-09 2020-12-31 13F Moody's COM 615369105 1,334 -12 -0.89 387 -0.77 0.1545
2020-10-22 2020-09-30 13F Moody's COM 615369105 1,346 0 0.00 390 5.69 0.1565
2020-08-06 2020-06-30 13F Moody's COM 615369105 1,346 -22 -1.61 369 27.68 0.1602
2020-04-29 2020-03-31 13F Moody's COM 615369105 1,368 -632 -31.60 289 -39.03 0.1459
2020-01-14 2019-12-31 13F Moody's COM 615369105 2,000 -15 -0.74 474 15.05 0.2088
2019-10-28 2019-09-30 13F Moody's COM 615369105 2,015 -110 -5.18 412 -0.72 0.1919
2019-07-19 2019-06-30 13F Moody's COM 615369105 2,125 -975 -31.45 415 -26.02 0.1839
2019-04-12 2019-03-31 13F Moody's Stock 615369105 3,100 3,100 561 0.2395
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.