Moody's Corporation
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionTCI Fund Management Ltd
Latest Disclosed Ownership14,334,027 shares
Ownership 8.21%
TCI Fund Management Ltd ownership in MCO / Moody's Corporation

2026-05-15 - TCI Fund Management Ltd has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 14,334,027 shares of Moody's Corporation (MX:MCO). This represents 8.21 percent ownership of the company. In their previous filing dated 2024-02-14 , TCI Fund Management Ltd had reported owning 12,049,611 shares, indicating an increase of 18.96 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-05-15 2026-05-15 13G/A 12,049,611 14,334,027 18.96 8.21 24.77
2024-02-14 2024-02-14 13G/A 11,961,611 12,049,611 0.74 6.58 0.61
2023-12-18 2023-12-18 13G/A 9,212,287 11,961,611 29.84 6.54 30.02
2023-02-14 2023-02-14 13G 9,212,287 5.03

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 14,334,027 1,025,548 7.71 6,253,219 -8.02 13.8435
2026-02-17 2025-12-31 13F MOODYS COM 615369105 13,308,479 0 0.00 6,798,636 7.21 12.6725
2025-11-14 2025-09-30 13F MOODYS COM 615369105 13,308,479 61,500 0.46 6,341,224 -4.57 12.0328
2025-08-14 2025-06-30 13F MOODYS COM 615369105 13,246,979 83,872 0.64 6,644,552 8.40 13.1038
2025-05-15 2025-03-31 13F MOODYS COM 615369105 13,163,107 -83,662 -0.63 6,129,927 -2.24 14.1332
2025-02-14 2024-12-31 13F MOODYS COM 615369105 13,246,769 0 0.00 6,270,623 -0.26 14.7844
2024-11-14 2024-09-30 13F MOODYS COM 615369105 13,246,769 0 0.00 6,286,784 12.75 14.2815
2024-08-14 2024-06-30 13F MOODYS COM 615369105 13,246,769 1,047,858 8.59 5,575,962 16.30 13.6250
2024-05-15 2024-03-31 13F MOODYS COM 615369105 12,198,911 149,300 1.24 4,794,538 1.88 12.0894
2024-02-14 2023-12-31 13F MOODYS COM 615369105 12,049,611 1,678,594 16.19 4,706,096 43.52 13.0843
2023-11-14 2023-09-30 13F MOODYS COM 615369105 10,371,017 -149,300 -1.42 3,279,004 -10.36 11.8957
2023-08-14 2023-06-30 13F MOODYS COM 615369105 10,520,317 150,838 1.45 3,658,125 15.28 10.8653
2023-05-15 2023-03-31 13F MOODYS COM 615369105 10,369,479 1,157,192 12.56 3,173,268 23.63 10.8659
2023-02-14 2022-12-31 13F MOODYS COM 615369105 9,212,287 966,080 11.72 2,566,727 28.03 8.5759
2022-11-14 2022-09-30 13F MOODYS COM 615369105 8,246,207 0 0.00 2,004,735 -10.61 7.0153
2022-08-15 2022-06-30 13F MOODYS COM 615369105 8,246,207 960,375 13.18 2,242,721 -8.77 7.0969
2022-05-16 2022-03-31 13F MOODYS COM 615369105 7,285,832 723,042 11.02 2,458,313 -4.10 6.6733
2022-02-14 2021-12-31 13F MOODYS COM 615369105 6,562,790 0 0.00 2,563,295 9.99 5.7685
2021-11-15 2021-09-30 13F MOODYS COM 615369105 6,562,790 0 0.00 2,330,512 -2.00 5.5966
2021-08-16 2021-06-30 13F MOODYS COM 615369105 6,562,790 0 0.00 2,378,158 21.35 5.9312
2021-05-17 2021-03-31 13F MOODYS COM 615369105 6,562,790 9,300 0.14 1,959,715 3.03 5.6896
2021-02-16 2020-12-31 13F MOODYS COM 615369105 6,553,490 0 0.00 1,902,085 0.13 6.2422
2020-11-16 2020-09-30 13F MOODYS COM 615369105 6,553,490 -239,750 -3.53 1,899,529 1.78 6.8140
2020-08-14 2020-06-30 13F MOODYS COM 615369105 6,793,240 -19,456 -0.29 1,866,307 29.53 7.4042
2020-05-15 2020-03-31 13F MOODYS COM 615369105 6,812,696 789,784 13.11 1,440,885 0.77 6.8422
2020-02-14 2019-12-31 13F MOODYS COM 615369105 6,022,912 0 0.00 1,429,900 15.91 6.3263
2019-11-14 2019-09-30 13F MOODYS COM 615369105 6,022,912 0 0.00 1,233,673 4.87 6.4015
2019-08-14 2019-06-30 13F MOODYS COM 615369105 6,022,912 0 0.00 1,176,335 7.85 6.3454
2019-05-15 2019-03-31 13F MOODYS COM 615369105 6,022,912 44,235 0.74 1,090,689 30.27 7.1280
2019-02-14 2018-12-31 13F MOODYS COM 615369105 5,978,677 3,948,485 194.49 837,254 146.65 4.1889
2018-11-14 2018-09-30 13F MOODYS COM 615369105 2,030,192 337,569 19.94 339,448 17.58 1.7774
2018-08-14 2018-06-30 13F MOODYS COM 615369105 1,692,623 0 0.00 288,694 5.74 1.3575
2018-05-15 2018-03-31 13F MOODYS COM 615369105 1,692,623 32,500 1.96 273,020 11.41 1.5182
2018-02-14 2017-12-31 13F MOODYS COM 615369105 1,660,123 0 0.00 245,051 6.03 1.5193
2017-11-14 2017-09-30 13F MOODYS COM 615369105 1,660,123 152,184 10.09 231,106 25.95 1.5988
2017-08-14 2017-06-30 13F MOODYS COM 615369105 1,507,939 841,370 126.22 183,486 145.69 1.3820
2017-05-15 2017-03-31 13F MOODYS COM 615369105 666,569 656,141 6,292.11 74,682 7,497.36 0.6379
2017-02-14 2016-12-31 13F MOODYS COM 615369105 10,428 -91,811 -89.80 983 -91.12 0.0103
2016-11-14 2016-09-30 13F MOODYS COM 615369105 102,239 0 0.00 11,070 15.54 0.1235
2016-08-15 2016-06-30 13F MOODYS COM 615369105 102,239 0 0.00 9,581 -2.95 0.1304
2016-05-16 2016-03-31 13F MOODYS COM 615369105 102,239 -2,965,316 -96.67 9,872 -96.79 0.1828
2016-02-11 2015-12-31 13F MOODYS COM 615369105 3,067,555 -826,549 -21.23 307,798 -19.51 6.1822
2015-11-12 2015-09-30 13F MOODYS COM 615369105 3,894,104 0 0.00 382,401 -9.04 7.5328
2015-08-17 2015-06-30 13F MOODYS COM 615369105 3,894,104 3,894,104 420,407 9.7220
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.