Moody's Corporation
DE ˙ DB ˙ US6153691059
387,00 € ↓ -3,00 (-0,77%)
2026-05-28
AKTIENPREIS
SecurityDE:DUT / Moody's Corporation
InstitutionSmart Money Group LLC
Latest Disclosed Ownership2,318 shares
Latest Disclosed Value $ 1,011,217
Smart Money Group LLC reports 0.77% decrease in ownership of DUT / Moody's Corporation

On May 5, 2026 - Smart Money Group LLC filed a 13F-HR form disclosing ownership of 2,318 shares of Moody's Corporation (DE:DUT) valued at $871,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,336 shares of Moody's Corporation. This represents a change in shares of -0.77% during the quarter. The current value of the position is $897,066 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)
2026-05-05 2026-03-31 13F MOODYS COM 615369105 2,318 -18 -0.77 1,011 -15.26 0.2942
2026-01-30 2025-12-31 13F MOODYS COM 615369105 2,336 10 0.43 1,194 7.67 0.3481
2025-11-12 2025-09-30 13F MOODYS COM 615369105 2,326 74 3.29 1,108 -1.86 0.3282
2025-08-06 2025-06-30 13F MOODYS COM 615369105 2,252 246 12.26 1,130 21.01 0.3542
2025-05-12 2025-03-31 13F/A-1 MOODYS COM 615369105 2,006 479 31.37 934 29.22 0.3176
2025-04-28 2025-03-31 13F MOODYS COM 615369105 2,006 479 934 0.3176
2025-01-16 2024-12-31 13F MOODYS COM 615369105 1,527 42 2.83 723 7.12 0.2495
2024-11-05 2024-09-30 13F MOODYS COM 615369105 1,485 102 7.38 674 6.81 0.2406
2024-08-12 2024-06-30 13F MOODYS COM 615369105 1,383 165 13.55 632 39.91 0.2258
2024-05-02 2024-03-31 13F MOODYS COM 615369105 1,218 451 58.80 451 50.84 0.1754
2024-02-06 2023-12-31 13F MOODYS COM 615369105 767 767 300 0.1305
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.