Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionCAPROCK Group, Inc.
Latest Disclosed Ownership8,764 shares
Latest Disclosed Value $ 3,823,413
CAPROCK Group, Inc. reports 4.22% decrease in ownership of MCO / Moody's Corporation

On May 11, 2026 - CAPROCK Group, Inc. filed a 13F-HR form disclosing ownership of 8,764 shares of Moody's Corporation (US:MCO) valued at $3,823,295 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 9,150 shares of Moody's Corporation. This represents a change in shares of -4.22% during the quarter. The current value of the position is $3,929,690 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)
2026-05-11 2026-03-31 13F MOODYS COM 615369105 8,764 -386 -4.22 3,823 -18.21 0.0928
2026-01-28 2025-12-31 13F MOODYS COM 615369105 9,150 3,938 75.56 4,675 75.58 0.0987
2025-11-06 2025-09-30 13F MOODYS COM 615369105 5,212 -301 -5.46 2,663 3.70 0.0656
2025-05-15 2025-03-31 13F MOODYS COM 615369105 5,513 133 2.47 2,567 0.82 0.0783
2025-01-23 2024-12-31 13F MOODYS COM 615369105 5,380 5,380 2,547 0.0832
2024-11-07 2024-09-30 13F MOODYS COM 615369105 0 -4,885 -100.00 0 -100.00
2024-08-06 2024-06-30 13F MOODYS COM 615369105 4,885 1,737 55.18 2,056 66.21 0.0836
2024-04-29 2024-03-31 13F MOODYS COM 615369105 3,148 86 2.81 1,238 3.43 0.0709
2024-01-18 2023-12-31 13F MOODYS COM 615369105 3,062 99 3.34 1,196 27.64 0.0764
2023-10-18 2023-09-30 13F MOODYS COM 615369105 2,963 225 8.22 937 -1.58 0.0709
2023-08-10 2023-06-30 13F MOODYS COM 615369105 2,738 280 11.39 952 26.60 0.0699
2023-04-26 2023-03-31 13F MOODYS COM 615369105 2,458 2,458 752 0.0583
2023-01-23 2022-12-31 13F MOODYS COM 615369105 0 -2,025 -100.00 0 -100.00
2022-11-07 2022-09-30 13F MOODYS COM 615369105 2,025 346 20.61 492 7.66 0.0474
2022-07-26 2022-06-30 13F MOODYS COM 615369105 1,679 127 8.18 457 -12.79 0.0448
2022-04-12 2022-03-31 13F MOODYS COM 615369105 1,552 -35 -2.21 524 -15.48 0.0493
2022-01-18 2021-12-31 13F MOODYS COM 615369105 1,587 145 10.06 620 21.09 0.0511
2021-10-07 2021-09-30 13F MOODYS COM 615369105 1,442 159 12.39 512 10.11 0.0458
2021-08-13 2021-06-30 13F MOODYS COM 615369105 1,283 256 24.93 465 51.47 0.0423
2021-04-29 2021-03-31 13F MOODYS COM 615369105 1,027 -28 -2.65 307 0.33 0.0336
2021-01-29 2020-12-31 13F MOODYS COM 615369105 1,055 -183 -14.78 306 -14.76 0.0349
2020-10-29 2020-09-30 13F MOODYS COM 615369105 1,238 102 8.98 359 15.06 0.0491
2020-08-05 2020-06-30 13F MOODYS COM 615369105 1,136 -36 -3.07 312 25.81 0.0469
2020-04-28 2020-03-31 13F MOODYS COM 615369105 1,172 -208 -15.07 248 -24.39 0.0470
2020-02-04 2019-12-31 13F MOODYS COM 615369105 1,380 53 3.99 328 20.59 0.0587
2019-10-31 2019-09-30 13F MOODYS COM 615369105 1,327 254 23.67 272 29.52 0.0531
2019-07-23 2019-06-30 13F MOODYS COM 615369105 1,073 1,073 210 0.0410
2019-01-29 2018-12-31 13F MOODYS COM 615369105 0 -1,690 -100.00 0 -100.00
2018-10-17 2018-09-30 13F MOODYS COM 615369105 1,690 -1,038 -38.05 283 -39.14 0.0575
2018-07-23 2018-06-30 13F MOODYS COM 615369105 2,728 94 3.57 465 9.41 0.0983
2018-04-23 2018-03-31 13F MOODYS COM 615369105 2,634 0 0.00 425 2.66 0.0907
2018-01-17 2017-12-31 13F MOODYS COM 615369105 2,634 222 9.20 414 23.21 0.0806
2017-10-23 2017-09-30 13F MOODYS COM 615369105 2,412 2,412 336 0.0700
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.