Moody's Corporation
DE ˙ DB ˙ US6153691059
387,00 € ↓ -3,00 (-0,77%)
2026-05-28
AKTIENPREIS
SecurityDE:DUT / Moody's Corporation
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership1,489 shares
Latest Disclosed Value $ 649,576
Evercore Wealth Management, LLC reports 1.00% decrease in ownership of DUT / Moody's Corporation

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,489 shares of Moody's Corporation (DE:DUT) valued at $559,715 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,504 shares of Moody's Corporation. This represents a change in shares of -1.00% during the quarter. The current value of the position is $576,243 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)
2026-05-15 2026-03-31 13F MOODYS COM 615369105 1,489 -15 -1.00 650 -15.49 0.0055
2026-02-17 2025-12-31 13F MOODYS COM 615369105 1,504 0 0.00 768 7.26 0.0113
2025-11-14 2025-09-30 13F MOODYS COM 615369105 1,504 0 0.00 717 -5.04 0.0105
2025-08-14 2025-06-30 13F MOODYS COM 615369105 1,504 0 0.00 754 7.71 0.0117
2025-05-15 2025-03-31 13F MOODYS COM 615369105 1,504 -36 -2.34 700 -3.85 0.0113
2025-02-14 2024-12-31 13F MOODYS COM 615369105 1,540 1 0.06 729 -0.27 0.0109
2024-11-14 2024-09-30 13F MOODYS COM 615369105 1,539 0 0.00 730 12.83 0.0110
2024-08-14 2024-06-30 13F MOODYS COM 615369105 1,539 -15 -0.97 648 6.07 0.0102
2024-05-15 2024-03-31 13F MOODYS COM 615369105 1,554 -105 -6.33 611 -5.72 0.0096
2024-02-14 2023-12-31 13F MOODYS COM 615369105 1,659 215 14.89 648 41.89 0.0109
2023-11-14 2023-09-30 13F MOODYS COM 615369105 1,444 0 0.00 457 -9.16 0.0085
2023-08-04 2023-06-30 13F MOODYS COM 615369105 1,444 0 0.00 502 13.83 0.0092
2023-05-15 2023-03-31 13F MOODYS COM 615369105 1,444 0 0.00 442 9.70 0.0088
2023-02-14 2022-12-31 13F MOODYS COM 615369105 1,444 40 2.85 402 17.89 0.0084
2022-11-14 2022-09-30 13F MOODYS COM 615369105 1,404 0 0.00 341 -10.73 0.0077
2022-08-15 2022-06-30 13F MOODYS COM 615369105 1,404 0 0.00 382 -19.41 0.0081
2022-05-16 2022-03-31 13F MOODYS COM 615369105 1,404 -1 -0.07 474 -13.66 0.0084
2022-02-14 2021-12-31 13F MOODYS COM 615369105 1,405 0 0.00 549 10.02 0.0089
2021-11-15 2021-09-30 13F MOODYS COM 615369105 1,405 -100 -6.64 499 -8.44 0.0090
2021-08-16 2021-06-30 13F MOODYS COM 615369105 1,505 -11 -0.73 545 20.31 0.0100
2021-05-17 2021-03-31 13F MOODYS COM 615369105 1,516 -101 -6.25 453 -3.41 0.0090
2021-02-16 2020-12-31 13F MOODYS COM 615369105 1,617 -59 -3.52 469 -3.50 0.0101
2020-11-16 2020-09-30 13F MOODYS COM 615369105 1,676 -103 -5.79 486 -0.61 0.0119
2020-08-13 2020-06-30 13F MOODYS COM 615369105 1,779 -736 -29.26 489 -8.08 0.0131
2020-05-14 2020-03-31 13F MOODYS COM 615369105 2,515 -48 -1.87 532 -12.64 0.0175
2020-02-13 2019-12-31 13F MOODYS COM 615369105 2,563 -104 -3.90 609 11.54 0.0164
2019-11-14 2019-09-30 13F MOODYS COM 615369105 2,667 -150 -5.32 546 -0.73 0.0160
2019-08-13 2019-06-30 13F MOODYS COM 615369105 2,817 24 0.86 550 8.70 0.0167
2019-05-14 2019-03-31 13F MOODYS COM 615369105 2,793 253 9.96 506 42.13 0.0163
2019-02-13 2018-12-31 13F MOODYS COM 615369105 2,540 135 5.61 356 -11.44 0.0134
2018-11-13 2018-09-30 13F MOODYS COM 615369105 2,405 2,405 402 0.0129
2018-05-14 2018-03-31 13F MOODYS COM 615369105 0 -150 -100.00 0 -100.00
2018-02-13 2017-12-31 13F MOODYS COM 615369105 150 0 0.00 22 4.76 0.0008
2017-11-13 2017-09-30 13F MOODYS COM 615369105 150 0 0.00 21 16.67 0.0008
2017-08-11 2017-06-30 13F MOODYS COM 615369105 150 133 782.35 18 800.00 0.0007
2017-05-12 2017-03-31 13F MOODYS COM 615369105 17 -14 -45.16 2 -33.33 0.0001
2017-02-08 2016-12-31 13F MOODYS COM 615369105 31 -166 -84.26 3 -85.71 0.0001
2016-11-10 2016-09-30 13F MOODYS COM 615369105 197 0 0.00 21 16.67 0.0009
2016-09-20 2016-06-30 13F/A-1 MOODYS COM 615369105 197 17 9.44 18 5.88 0.0008
2016-08-01 2016-06-30 13F MOODYS COM 615369105 180 17
2016-05-02 2016-03-31 13F MOODYS COM 615369105 180 -145 -44.62 17 -48.48 0.0008
2016-02-16 2015-12-31 13F MOODYS COM 615369105 325 180 124.14 33 135.71 0.0015
2015-11-16 2015-09-30 13F MOODYS COM 615369105 145 0 0.00 14 -12.50 0.0007
2015-08-06 2015-06-30 13F MOODYS COM 615369105 145 0 0.00 16 6.67 0.0007
2015-05-06 2015-03-31 13F MOODYS COM 615369105 145 0 0.00 15 7.14 0.0007
2015-02-13 2014-12-31 13F MOODYS COM 615369105 145 0 0.00 14 0.00 0.0007
2014-11-13 2014-09-30 13F MOODYS COM 615369105 145 0 0.00 14 7.69 0.0007
2014-08-14 2014-06-30 13F MOODYS COM 615369105 145 0 0.00 13 8.33 0.0007
2014-05-15 2014-03-31 13F MOODYS COM 615369105 145 145 -56.72 12 -40.00 0.0007
2013-11-13 2013-09-30 13F MOODYS COM 615369105 0 -335 -100.00 0 -100.00
2013-08-14 2013-06-30 13F MOODYS COM 615369105 335 335 20 0.0011
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.