Moody's Corporation
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership388,309 shares
Latest Disclosed Value $ 169,399,800
First Trust Advisors Lp reports 7.05% decrease in ownership of MCO / Moody's Corporation

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 388,309 shares of Moody's Corporation (MX:MCO) valued at $169,399,800 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 417,782 shares of Moody's Corporation. This represents a change in shares of -7.05% 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)
2026-05-13 2026-03-31 13F MOODYS COM 615369105 388,309 -29,473 -7.05 169,400 -20.63 0.1207
2026-02-13 2025-12-31 13F MOODYS COM 615369105 417,782 317,245 315.55 213,424 345.53 0.1551
2025-11-12 2025-09-30 13F MOODYS COM 615369105 100,537 -321,630 -76.19 47,904 -77.38 0.0356
2025-08-13 2025-06-30 13F MOODYS COM 615369105 422,167 19,300 4.79 211,755 12.87 0.1703
2025-05-14 2025-03-31 13F MOODYS COM 615369105 402,867 -44,194 -9.89 187,611 -11.35 0.1662
2025-02-13 2024-12-31 13F MOODYS COM 615369105 447,061 29,003 6.94 211,625 6.66 0.1865
2024-11-13 2024-09-30 13F MOODYS COM 615369105 418,058 -43,914 -9.51 198,406 2.03 0.1890
2024-08-13 2024-06-30 13F MOODYS COM 615369105 461,972 -14,564 -3.06 194,458 3.83 0.1983
2024-05-13 2024-03-31 13F MOODYS COM 615369105 476,536 -50,356 -9.56 187,293 -8.99 0.1901
2024-02-13 2023-12-31 13F MOODYS COM 615369105 526,892 7,083 1.36 205,783 25.21 0.2245
2023-11-13 2023-09-30 13F MOODYS COM 615369105 519,809 510,091 5,248.93 164,348 4,763.81 0.1948
2023-08-14 2023-06-30 13F MOODYS COM 615369105 9,718 2,998 44.61 3,379 64.35 0.0038
2023-05-15 2023-03-31 13F MOODYS COM 615369105 6,720 -674,658 -99.01 2,056 -98.92 0.0024
2023-02-09 2022-12-31 13F MOODYS COM 615369105 681,378 115,327 20.37 189,850 37.96 0.2258
2022-11-14 2022-09-30 13F MOODYS COM 615369105 566,051 24,777 4.58 137,613 -6.52 0.1784
2022-08-12 2022-06-30 13F MOODYS COM 615369105 541,274 16,140 3.07 147,210 -16.92 0.1818
2022-05-13 2022-03-31 13F MOODYS COM 615369105 525,134 12,463 2.43 177,185 -11.51 0.1812
2022-02-08 2021-12-31 13F MOODYS COM 615369105 512,671 -1,051 -0.20 200,239 9.76 0.1948
2021-11-15 2021-09-30 13F MOODYS COM 615369105 513,722 -7,010 -1.35 182,427 -3.32 0.1962
2021-10-12 2021-06-30 13F/A-1 MOODYS COM 615369105 520,732 520,732 188,697 0.2042
2021-08-16 2021-06-30 13F MOODYS COM 615369105 520,732 520,732 188,697 0.1953
2021-05-14 2021-03-31 13F MOODYS COM 615369105 0 -30,292 -100.00 0 -100.00
2021-02-02 2020-12-31 13F MOODYS COM 615369105 30,292 -27,772 -47.83 8,792 -47.76 0.0117
2020-11-05 2020-09-30 13F MOODYS COM 615369105 58,064 -11,366 -16.37 16,830 -11.77 0.0270
2020-07-22 2020-06-30 13F MOODYS COM 615369105 69,430 -314,149 -81.90 19,075 -76.49 0.0331
2020-05-06 2020-03-31 13F MOODYS COM 615369105 383,579 44,743 13.20 81,127 0.85 0.1838
2020-02-03 2019-12-31 13F MOODYS COM 615369105 338,836 -1,145 -0.34 80,443 15.52 0.1374
2019-11-04 2019-09-30 13F MOODYS COM 615369105 339,981 43,556 14.69 69,638 20.28 0.1311
2019-07-30 2019-06-30 13F MOODYS COM 615369105 296,425 29,009 10.85 57,895 19.55 0.1092
2019-06-19 2019-03-31 13F/A-1 MOODYS COM 615369105 267,416 234,486 712.07 48,426 950.00 0.0963
2019-05-09 2019-03-31 13F MOODYS COM 615369105 267,416 234,486 48,426
2019-02-07 2018-12-31 13F MOODYS COM 615369105 32,930 -99,637 -75.16 4,612 -79.19 0.0109
2018-10-25 2018-09-30 13F MOODYS COM 615369105 132,567 -13,097 -8.99 22,165 -10.78 0.0413
2018-08-02 2018-06-30 13F MOODYS COM 615369105 145,664 16,326 12.62 24,844 19.09 0.0515
2018-04-23 2018-03-31 13F MOODYS COM 615369105 129,338 -17,495 -11.91 20,862 -3.75 0.0479
2018-02-08 2017-12-31 13F MOODYS COM 615369105 146,833 5,414 3.83 21,674 10.09 0.0516
2017-10-24 2017-09-30 13F MOODYS COM 615369105 141,419 102,389 262.33 19,687 314.55 0.0506
2017-08-02 2017-06-30 13F MOODYS COM 615369105 39,030 17,938 85.05 4,749 100.97 0.0127
2017-05-02 2017-03-31 13F MOODYS COM 615369105 21,092 -39,404 -65.13 2,363 -58.57 0.0065
2017-02-06 2016-12-31 13F MOODYS COM 615369105 60,496 38,872 179.76 5,703 143.61 0.0170
2016-11-01 2016-09-30 13F MOODYS COM 615369105 21,624 14,973 225.12 2,341 275.76 0.0070
2016-08-04 2016-06-30 13F MOODYS COM 615369105 6,651 -14,457 -68.49 623 -69.43 0.0020
2016-05-10 2016-03-31 13F MOODYS COM 615369105 21,108 -51,825 -71.06 2,038 -72.15 0.0065
2016-05-04 2015-12-31 13F/A-1 MOODYS COM 615369105 72,933 -142,771 -66.19 7,318 -65.45 0.0190
2016-02-03 2015-12-31 13F MOODYS COM 615369105 72,933 7,318
2015-11-05 2015-09-30 13F MOODYS COM 615369105 215,704 73,953 52.17 21,182 38.42 0.0614
2015-08-04 2015-06-30 13F MOODYS COM 615369105 141,751 107,021 308.15 15,303 324.49 0.0397
2015-05-04 2015-03-31 13F MOODYS COM 615369105 34,730 -133,318 -79.33 3,605 -77.61 0.0106
2015-02-13 2014-12-31 13F MOODYS COM 615369105 168,048 35,212 26.51 16,101 28.26 0.0543
2014-11-12 2014-09-30 13F MOODYS COM 615369105 132,836 34,302 34.81 12,553 45.34 0.0494
2014-08-11 2014-06-30 13F MOODYS COM 615369105 98,534 -47,124 -32.35 8,637 -25.25 0.0359
2014-05-12 2014-03-31 13F MOODYS COM 615369105 145,658 -10,304 -6.61 11,554 -5.59 0.0508
2014-08-08 2013-12-31 13F/A-1 MOODYS COM 615369105 155,962 17,940 13.00 12,238 26.07 0.0593
2014-02-13 2013-12-31 13F MOODYS COM 615369105 155,962 12,238
2013-11-12 2013-09-30 13F MOODYS COM 615369105 138,022 85,476 162.67 9,707 203.15 0.0526
2013-08-12 2013-06-30 13F MOODYS COM 615369105 52,546 52,546 3,202 0.0208
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.