Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionGreenleaf Trust
Latest Disclosed Ownership6,231 shares
Latest Disclosed Value $ 2,718,274
Greenleaf Trust reports 3.85% increase in ownership of MCO / Moody's Corporation

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 6,231 shares of Moody's Corporation (US:MCO) valued at $2,718,274 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,000 shares of Moody's Corporation. This represents a change in shares of 3.85% during the quarter. The current value of the position is $2,793,918 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)
2026-04-27 2026-03-31 13F Moodys Com 615369105 6,231 231 3.85 2,718 -11.32 0.0150
2026-01-21 2025-12-31 13F Moodys Com 615369105 6,000 50 0.84 3,065 8.11 0.0281
2025-10-22 2025-09-30 13F Moodys Com 615369105 5,950 -71 -1.18 2,835 -6.13 0.0258
2025-07-17 2025-06-30 13F Moodys Com 615369105 6,021 -652 -9.77 3,020 -2.80 0.0267
2025-04-30 2025-03-31 13F Moodys Com 615369105 6,673 -19 -0.28 3,108 -1.89 0.0283
2025-01-24 2024-12-31 13F Moodys COM 615369105 6,692 -22 -0.33 3,168 -0.60 0.0288
2024-10-22 2024-09-30 13F Moodys COM 615369105 6,714 29 0.43 3,186 13.26 0.0283
2024-07-22 2024-06-30 13F Moodys COM 615369105 6,685 243 3.77 2,814 11.14 0.0267
2024-04-29 2024-03-31 13F Moodys COM 615369105 6,442 59 0.92 2,532 1.57 0.0235
2024-01-31 2023-12-31 13F Moodys COM 615369105 6,383 490 8.31 2,493 33.76 0.0267
2023-11-09 2023-09-30 13F Moodys COM 615369105 5,893 264 4.69 1,863 -4.80 0.0215
2023-08-09 2023-06-30 13F Moodys COM 615369105 5,629 938 20.00 1,957 36.38 0.0208
2023-05-11 2023-03-31 13F Moodys COM 615369105 4,691 447 10.53 1,436 143,400.00 0.0162
2023-01-25 2022-12-31 13F Moodys COM 615369105 4,244 -865 -16.93 1 -99.92 0.0150
2022-11-10 2022-09-30 13F Moodys COM 615369105 5,109 -98 -1.88 1,242 -12.29 0.0184
2022-08-12 2022-06-30 13F Moodys COM 615369105 5,207 665 14.64 1,416 -7.63 0.0214
2022-04-27 2022-03-31 13F Moodys COM 615369105 4,542 761 20.13 1,533 3.79 0.0183
2022-02-11 2021-12-31 13F Moodys COM 615369105 3,781 226 6.36 1,477 17.04 0.0173
2021-11-12 2021-09-30 13F Moodys COM 615369105 3,555 115 3.34 1,262 1.20 0.0154
2021-08-10 2021-06-30 13F Moodys COM 615369105 3,440 232 7.23 1,247 30.17 0.0155
2021-04-30 2021-03-31 13F Moodys COM 615369105 3,208 315 10.89 958 14.05 0.0127
2021-02-08 2020-12-31 13F Moodys COM 615369105 2,893 -21 -0.72 840 -0.59 0.0112
2020-10-30 2020-09-30 13F Moodys COM 615369105 2,914 1 0.03 845 5.63 0.0131
2020-08-12 2020-06-30 13F Moodys COM 615369105 2,913 264 9.97 800 42.86 0.0140
2020-04-29 2020-03-31 13F Moodys COM 615369105 2,649 1,125 73.82 560 54.70 0.0111
2020-02-11 2019-12-31 13F Moodys COM 615369105 1,524 -29 -1.87 362 13.84 0.0057
2019-11-08 2019-09-30 13F Moodys COM 615369105 1,553 140 9.91 318 15.22 0.0049
2019-07-24 2019-06-30 13F Moodys COM 615369105 1,413 104 7.94 276 16.46 0.0044
2019-05-08 2019-03-31 13F Moodys COM 615369105 1,309 1,309 237 0.0039
2018-04-30 2018-03-31 13F Moodys COM 615369105 0 -70 -100.00 0 -100.00
2018-02-08 2017-12-31 13F Moodys COM 615369105 70 -42 -37.50 10 -37.50 0.0002
2017-11-13 2017-09-30 13F Moodys COM 615369105 112 112 16 0.0004
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.