Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionHowe & Rusling Inc
Latest Disclosed Ownership552 shares
Latest Disclosed Value $ 240,670
Howe & Rusling Inc reports 0.54% decrease in ownership of MCO / Moody's Corporation

On April 28, 2026 - Howe & Rusling Inc filed a 13F-HR form disclosing ownership of 552 shares of Moody's Corporation (US:MCO) valued at $240,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 555 shares of Moody's Corporation. This represents a change in shares of -0.54% during the quarter. The current value of the position is $247,511 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)
2026-04-28 2026-03-31 13F MOODYS COM 615369105 552 -3 -0.54 241 -15.19 0.0157
2026-02-14 2025-12-31 13F MOODYS COM 615369105 555 0 0.00 283 7.20 0.0187
2025-11-05 2025-09-30 13F MOODYS COM 615369105 555 -84 -13.15 264 -17.50 0.0181
2025-08-12 2025-06-30 13F MOODYS COM 615369105 639 10 1.59 321 9.59 0.0237
2025-06-17 2025-03-31 13F MOODYS COM 615369105 629 4 0.64 293 -1.02 0.0246
2025-02-12 2024-12-31 13F MOODYS COM 615369105 625 0 0.00 296 -0.34 0.0255
2024-11-08 2024-09-30 13F MOODYS COM 615369105 625 -3 -0.48 297 12.12 0.0255
2024-08-14 2024-06-30 13F MOODYS COM 615369105 628 -81 -11.42 264 -5.04 0.0241
2024-05-15 2024-03-31 13F MOODYS COM 615369105 709 88 14.17 279 14.88 0.0267
2024-02-06 2023-12-31 13F MOODYS COM 615369105 621 621 243 0.0257
2023-11-09 2023-09-30 13F MOODYS COM 615369105 0 -621 -100.00 0 -100.00
2023-08-14 2023-06-30 13F MOODYS COM 615369105 621 621 216 0.0242
2023-02-15 2022-12-31 13F MOODYS COM 615369105 0 -641 -100.00 0 -100.00
2022-11-14 2022-09-30 13F MOODYS COM 615369105 641 0 0.00 156 -10.34 0.0207
2022-08-15 2022-06-30 13F MOODYS COM 615369105 641 115 21.86 174 -1.69 0.0221
2022-05-10 2022-03-31 13F MOODYS COM 615369105 526 0 0.00 177 -13.66 0.0205
2022-02-14 2021-12-31 13F MOODYS COM 615369105 526 -180 -25.50 205 -18.33 0.0240
2021-11-15 2021-09-30 13F MOODYS COM 615369105 706 0 0.00 251 -1.95 0.0315
2021-08-13 2021-06-30 13F MOODYS COM 615369105 706 0 0.00 256 21.33 0.0323
2021-05-13 2021-03-31 13F MOODYS COM 615369105 706 0 0.00 211 2.93 0.0287
2021-02-08 2020-12-31 13F MOODYS COM 615369105 706 -790 -52.81 205 -52.76 0.0312
2020-11-06 2020-09-30 13F MOODYS COM 615369105 1,496 -135 -8.28 434 -3.12 0.0744
2020-07-15 2020-06-30 13F MOODYS COM 615369105 1,631 -552 -25.29 448 -3.03 0.0827
2020-05-14 2020-03-31 13F MOODYS COM 615369105 2,183 -183 -7.73 462 -17.79 0.0995
2020-02-05 2019-12-31 13F MOODYS COM 615369105 2,366 -33 -1.38 562 14.46 0.0930
2019-10-31 2019-09-30 13F MOODYS COM 615369105 2,399 -15 -0.62 491 4.25 0.0861
2019-08-12 2019-06-30 13F MOODYS COM 615369105 2,414 -104 -4.13 471 3.29 0.0814
2019-04-29 2019-03-31 13F MOODYS COM 615369105 2,518 -161 -6.01 456 21.60 0.0790
2019-02-04 2018-12-31 13F MOODYS COM 615369105 2,679 -4 -0.15 375 -16.48 0.0794
2018-11-07 2018-09-30 13F MOODYS COM 615369105 2,683 0 0.00 449 -1.97 0.0750
2018-07-31 2018-06-30 13F MOODYS COM 615369105 2,683 -210 -7.26 458 -1.93 0.0829
2018-05-14 2018-03-31 13F MOODYS COM 615369105 2,893 -617 -17.58 467 -9.85 0.0845
2018-01-24 2017-12-31 13F MOODYS COM 615369105 3,510 60 1.74 518 7.92 0.0942
2017-10-18 2017-09-30 13F MOODYS COM 615369105 3,450 0 0.00 480 14.29 0.0888
2017-07-13 2017-06-30 13F MOODYS COM 615369105 3,450 -125 -3.50 420 4.74 0.0854
2017-04-18 2017-03-31 13F MOODYS COM 615369105 3,575 -47,019 -92.93 401 -91.59 0.0802
2017-01-20 2016-12-31 13F MOODYS COM 615369105 50,594 -2,211 -4.19 4,769 -16.60 1.0462
2016-10-17 2016-09-30 13F MOODYS COM 615369105 52,805 -2,998 -5.37 5,718 9.35 1.2317
2016-08-23 2016-06-30 13F MOODYS COM 615369105 55,803 -5,380 -8.79 5,229 -11.49 1.1507
2016-05-16 2016-03-31 13F MOODYS COM 615369105 61,183 -2,323 -3.66 5,908 -7.28 1.3318
2016-02-11 2015-12-31 13F MOODYS COM 615369105 63,506 -6,913 -9.82 6,372 -7.85 1.4624
2015-11-10 2015-09-30 13F MOODYS COM 615369105 70,419 -2,320 -3.19 6,915 -11.94 1.7171
2015-07-22 2015-06-30 13F MOODYS COM 615369105 72,739 -4,019 -5.24 7,853 -1.43 1.7124
2015-04-29 2015-03-31 13F MOODYS COM 615369105 76,758 76,758 0.00 7,967 1.7863
2015-01-30 2014-12-31 13F MOODYS COM 615369105 0 -77,931 -100.00 0 -100.00
2014-10-31 2014-09-30 13F MOODYS COM 615369105 77,931 -34,945 -30.96 7,364 -25.58 1.7180
2014-07-31 2014-06-30 13F MOODYS COM 615369105 112,876 -3,705 -3.18 9,895 7.01 2.2222
2014-05-07 2014-03-31 13F MOODYS COM 615369105 116,581 -1,115 -0.95 9,247 0.12 2.2675
2014-07-31 2013-12-31 13F/A-12 MOODYS COM 615369105 117,696 45,815 63.74 9,236 82.64 2.3262
2014-02-07 2013-12-31 13F MOODYS COM 615369105 499,784 39,218
2013-11-08 2013-09-30 13F MOODYS COM 615369105 71,881 -56,881 -44.18 5,057 -35.54 1.8474
2013-08-14 2013-06-30 13F MOODYS COM 615369105 128,762 128,762 7,845 2.1820
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.