Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership10,568 shares
Latest Disclosed Value $ 4,610,322
Cwm, Llc reports 27.77% increase in ownership of MCO / Moody's Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 10,568 shares of Moody's Corporation (US:MCO) valued at $4,610,290 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 8,271 shares of Moody's Corporation. This represents a change in shares of 27.77% during the quarter. The current value of the position is $4,738,586 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)
2026-05-14 2026-03-31 13F MOODYS COM 615369105 10,568 2,297 27.77 4,610 115,150.00 0.0121
2026-01-26 2025-12-31 13F MOODYS COM 615369105 8,271 3,269 65.35 4 100.00 0.0114
2025-10-15 2025-09-30 13F MOODYS COM 615369105 5,002 22 0.44 2 0.00 0.0072
2025-07-25 2025-06-30 13F MOODYS COM 615369105 4,980 1,141 29.72 2 100.00 0.0088
2025-05-01 2025-03-31 13F MOODYS COM 615369105 3,839 752 24.36 2 0.00 0.0071
2025-02-04 2024-12-31 13F MOODYS COM 615369105 3,087 -21 -0.68 1 0.00 0.0061
2024-10-08 2024-09-30 13F MOODYS COM 615369105 3,108 -90 -2.81 1 0.00 0.0063
2024-07-10 2024-06-30 13F MOODYS COM 615369105 3,198 108 3.50 1 0.00 0.0063
2024-04-05 2024-03-31 13F MOODYS COM 615369105 3,090 130 4.39 1 0.00 0.0059
2024-02-01 2023-12-31 13F MOODYS COM 615369105 2,960 304 11.45 1 0.0062
2023-10-11 2023-09-30 13F MOODYS COM 615369105 2,656 153 6.11 1 0.0051
2023-08-03 2023-06-30 13F MOODYS COM 615369105 2,503 -72 -2.80 1 0.0054
2023-05-01 2023-03-31 13F MOODYS COM 615369105 2,575 191 8.01 1 0.0053
2023-02-01 2022-12-31 13F MOODYS COM 615369105 2,384 3 0.13 1 -100.00 0.0049
2022-10-27 2022-09-30 13F MOODYS COM 615369105 2,381 427 21.85 579 9.04 0.0046
2022-07-28 2022-06-30 13F MOODYS COM 615369105 1,954 335 20.69 531 -2.75 0.0041
2022-04-21 2022-03-31 13F MOODYS COM 615369105 1,619 543 50.46 546 30.00 0.0039
2022-01-31 2021-12-31 13F MOODYS COM 615369105 1,076 238 28.40 420 38.16 0.0030
2021-09-15 2021-06-30 13F/A-1 MOODYS COM 615369105 838 0 0.00 304 0.00 0.0024
2021-07-29 2021-06-30 13F MOODYS COM 615369105 838 0 304 0.0024
2021-09-15 2021-03-31 13F/A-1 MOODYS COM 615369105 838 0 0.00 304 0.00 0.0024
2021-04-27 2021-03-31 13F MOODYS COM 615369105 866 28 258 0.0023
2021-09-15 2020-12-31 13F/A-1 MOODYS COM 615369105 838 0 0.00 304 0.00 0.0024
2021-01-27 2020-12-31 13F MOODYS COM 615369105 289 -549 84 0.0008
2021-09-15 2020-09-30 13F/A-1 MOODYS COM 615369105 838 0 0.00 304 0.00 0.0024
2020-10-19 2020-09-30 13F MOODYS COM 615369105 288 -550 84 0.0009
2021-09-15 2020-06-30 13F/A-1 MOODYS COM 615369105 838 0 0.00 304 0.00 0.0024
2020-07-22 2020-06-30 13F MOODYS COM 615369105 265 -573 73 0.0009
2021-09-15 2020-03-31 13F/A-1 MOODYS COM 615369105 838 0 0.00 304 0.00 0.0024
2020-04-28 2020-03-31 13F MOODYS COM 615369105 297 -541 63 0.0009
2021-09-14 2019-12-31 13F/A-1 MOODYS COM 615369105 838 0 0.00 304 0.00 0.0024
2020-01-27 2019-12-31 13F MOODYS COM 615369105 356 -482 85 0.0011
2021-09-14 2019-09-30 13F/A-1 MOODYS COM 615369105 838 0 0.00 304 0.00 0.0024
2019-10-22 2019-09-30 13F MOODYS COM 615369105 357 -481 73 0.0011
2021-09-14 2019-06-30 13F/A-1 MOODYS COM 615369105 838 0 0.00 304 0.00 0.0024
2019-07-31 2019-06-30 13F MOODYS COM 615369105 462 -376 90 0.0015
2021-09-02 2019-03-31 13F/A-1 MOODYS COM 615369105 838 699 502.88 304 1,500.00 0.0024
2019-04-22 2019-03-31 13F MOODYS COM 615369105 310 171 56 0.0011
2019-01-25 2018-12-31 13F MOODYS COM 615369105 139 136 4,533.33 19 1,800.00 0.0005
2018-10-29 2018-09-30 13F MOODYS COM 615369105 3 3 1 0.0000
2018-01-16 2017-12-31 13F MOODYS COM 615369105 0 -41 -100.00 0 -100.00
2017-10-16 2017-09-30 13F MOODYS COM 615369105 41 41 6 0.0003
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.