Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionCreative Planning
Latest Disclosed Ownership44,576 shares
Latest Disclosed Value $ 19,446,522
Creative Planning reports 26.13% increase in ownership of MCO / Moody's Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 44,576 shares of Moody's Corporation (US:MCO) valued at $19,446,280 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 35,341 shares of Moody's Corporation. This represents a change in shares of 26.13% during the quarter. The current value of the position is $19,987,433 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)
2026-05-12 2026-03-31 13F MOODYS COM 615369105 44,576 9,235 26.13 19,447 7.72 0.0132
2026-02-17 2025-12-31 13F MOODYS COM 615369105 35,341 5,635 18.97 18,054 27.55 0.0129
2025-11-14 2025-09-30 13F MOODYS COM 615369105 29,706 2,028 7.33 14,155 1.95 0.0108
2025-08-08 2025-06-30 13F MOODYS COM 615369105 27,678 -510 -1.81 13,883 5.77 0.0119
2025-05-15 2025-03-31 13F MOODYS COM 615369105 28,188 4,164 17.33 13,127 15.42 0.0123
2025-02-14 2024-12-31 13F MOODYS COM 615369105 24,024 291 1.23 11,372 0.97 0.0111
2024-10-11 2024-09-30 13F MOODYS COM 615369105 23,733 2,933 14.10 11,263 28.65 0.0112
2024-08-15 2024-06-30 13F MOODYS COM 615369105 20,800 1,779 9.35 8,755 17.12 0.0093
2024-05-13 2024-03-31 13F MOODYS COM 615369105 19,021 1,490 8.50 7,476 9.17 0.0083
2024-02-14 2023-12-31 13F MOODYS COM 615369105 17,531 1,045 6.34 6,847 31.37 0.0127
2023-11-16 2023-09-30 13F MOODYS COM 615369105 16,486 1,164 7.60 5,213 -2.16 0.0070
2023-07-21 2023-06-30 13F MOODYS COM 615369105 15,322 1,516 10.98 5,328 26.11 0.0071
2023-05-15 2023-03-31 13F MOODYS COM 615369105 13,806 704 5.37 4,225 15.73 0.0061
2023-02-10 2022-12-31 13F MOODYS COM 615369105 13,102 3,234 32.77 3,651 52.15 0.0055
2022-11-03 2022-09-30 13F MOODYS COM 615369105 9,868 -2,024 -17.02 2,399 -25.82 0.0041
2022-08-15 2022-06-30 13F MOODYS COM 615369105 11,892 1,714 16.84 3,234 -5.82 0.0053
2022-05-16 2022-03-31 13F MOODYS COM 615369105 10,178 -337 -3.20 3,434 -16.39 0.0053
2022-02-11 2021-12-31 13F MOODYS COM 615369105 10,515 -185 -1.73 4,107 8.08 0.0066
2021-11-10 2021-09-30 13F MOODYS COM 615369105 10,700 606 6.00 3,800 3.88 0.0067
2021-08-04 2021-06-30 13F MOODYS COM 615369105 10,094 -1,210 -10.70 3,658 8.39 0.0065
2021-04-30 2021-03-31 13F CreativePlanning COM 615369105 11,304 531 4.93 3,375 7.93 0.0068
2021-01-29 2020-12-31 13F MOODYS COM 615369105 10,773 1,308 13.82 3,127 14.00 0.0069
2020-11-05 2020-09-30 13F MOODYS COM 615369105 9,465 372 4.09 2,743 9.81 0.0072
2020-07-23 2020-06-30 13F MOODYS COM 615369105 9,093 -473 -4.94 2,498 23.48 0.0072
2020-05-05 2020-03-31 13F MOODYS COM 615369105 9,566 -557 -5.50 2,023 -15.81 0.0072
2020-01-30 2019-12-31 13F MOODYS COM 615369105 10,123 450 4.65 2,403 21.30 0.0072
2019-11-01 2019-09-30 13F MOODYS COM 615369105 9,673 -56 -0.58 1,981 4.26 0.0065
2019-07-26 2019-06-30 13F MOODYS COM 615369105 9,729 202 2.12 1,900 10.14 0.0064
2019-04-24 2019-03-31 13F MOODYS COM 615369105 9,527 620 6.96 1,725 38.33 0.0062
2019-02-12 2018-12-31 13F/A-1 MOODYS COM 615369105 8,907 -207 -2.27 1,247 -18.18 0.0051
2019-02-01 2018-12-31 13F MOODYS COM 615369105 8,907 -207 1,247
2018-10-25 2018-09-30 13F MOODYS COM 615369105 9,114 342 3.90 1,524 1.87 0.0057
2018-07-20 2018-06-30 13F MOODYS COM 615369105 8,772 -6 -0.07 1,496 5.65 0.0059
2018-04-18 2018-03-31 13F MOODYS COM 615369105 8,778 -384 -4.19 1,416 4.73 0.0058
2018-01-17 2017-12-31 13F MOODYS COM 615369105 9,162 444 5.09 1,352 11.37 0.0058
2017-10-17 2017-09-30 13F MOODYS COM 615369105 8,718 892 11.40 1,214 27.52 0.0056
2017-07-12 2017-06-30 13F MOODYS COM 615369105 7,826 130 1.69 952 10.44 0.0048
2017-04-07 2017-03-31 13F MOODYS COM 615369105 7,696 91 1.20 862 20.22 0.0047
2017-01-09 2016-12-31 13F MOODYS COM 615369105 7,605 30 0.40 717 -12.56 0.0044
2016-10-12 2016-09-30 13F MOODYS COM 615369105 7,575 92 1.23 820 16.98 0.0052
2016-07-12 2016-06-30 13F MOODYS COM 615369105 7,483 -75 -0.99 701 -3.97 0.0051
2016-04-08 2016-03-31 13F MOODYS COM 615369105 7,558 -7 -0.09 730 -3.82 0.0057
2016-01-11 2015-12-31 13F MOODYS COM 615369105 7,565 684 9.94 759 12.28 0.0062
2015-10-09 2015-09-30 13F MOODYS COM 615369105 6,881 6,881 0.00 676 0.0060
2015-07-09 2015-06-30 13F MOODYS COM 615369105 0 -7,193 -100.00 0 -100.00
2015-04-13 2015-03-31 13F MOODYS COM 615369105 7,193 7,193 0.00 747 0.0070
2015-01-29 2014-12-31 13F MOODYS COM 615369105 0 -6,027 -100.00 0 -100.00
2014-10-10 2014-09-30 13F MOODYS COM 615369105 6,027 -150 -2.43 570 5.36 0.0066
2014-08-20 2014-06-30 13F MOODYS COM 615369105 6,177 569 10.15 541 21.57 0.0070
2014-04-11 2014-03-31 13F MOODYS COM 615369105 5,608 0 0.00 445 1.14 0.0067
2014-01-06 2013-12-31 13F MOODYS COM 615369105 5,608 700 14.26 440 27.54 0.0075
2013-10-10 2013-09-30 13F MOODYS COM 615369105 4,908 600 13.93 345 31.68 0.0068
2013-07-09 2013-06-30 13F MOODYS COM 615369105 4,308 4,308 262 0.0061
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.