Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership462 shares
Latest Disclosed Value $ 201,905
Level Four Advisory Services, Llc reports 3.14% decrease in ownership of MCO / Moody's Corporation

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 462 shares of Moody's Corporation (US:MCO) valued at $201,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 477 shares of Moody's Corporation. This represents a change in shares of -3.14% during the quarter. The current value of the position is $207,156 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 462 -15 -3.14 202 -17.62 0.0066
2026-02-13 2025-12-31 13F MOODYS COM 615369105 477 34 7.67 244 15.64 0.0080
2025-11-12 2025-09-30 13F MOODYS COM 615369105 443 -45 -9.22 211 -13.88 0.0072
2025-08-13 2025-06-30 13F MOODYS COM 615369105 488 -17 -3.37 245 4.26 0.0090
2025-05-14 2025-03-31 13F MOODYS COM 615369105 505 11 2.23 235 0.43 0.0097
2025-02-12 2024-12-31 13F MOODYS COM 615369105 494 -115 -18.88 234 -15.22 0.0096
2024-11-14 2024-09-30 13F MOODYS COM 615369105 609 -3,165 -83.86 277 -82.62 0.0117
2024-08-09 2024-06-30 13F MOODYS COM 615369105 3,774 -411 -9.82 1,589 -2.82 0.0716
2024-05-13 2024-03-31 13F MOODYS COM 615369105 4,185 295 7.58 1,635 7.57 0.0898
2024-02-08 2023-12-31 13F MOODYS COM 615369105 3,890 -184 -4.52 1,519 17.93 0.0852
2023-11-13 2023-09-30 13F MOODYS COM 615369105 4,074 -1,196 -22.69 1,288 -29.69 0.0830
2023-07-10 2023-06-30 13F MOODYS COM 615369105 5,270 -3,473 -39.72 1,833 -31.51 0.1101
2023-06-05 2023-03-31 13F MOODYS COM 615369105 8,743 957 12.29 2,675 23.33 0.1755
2023-02-13 2022-12-31 13F MOODYS COM 615369105 7,786 -2,838 -26.71 2,169 -16.03 0.1610
2022-11-07 2022-09-30 13F MOODYS COM 615369105 10,624 859 8.80 2,583 -2.75 0.2510
2022-08-08 2022-06-30 13F MOODYS COM 615369105 9,765 1,181 13.76 2,656 -8.29 0.2505
2022-05-10 2022-03-31 13F MOODYS COM 615369105 8,584 763 9.76 2,896 -5.20 0.2269
2022-02-11 2021-12-31 13F MOODYS COM 615369105 7,821 1,621 26.15 3,055 38.74 0.2329
2021-10-12 2021-09-30 13F MOODYS COM 615369105 6,200 -414 -6.26 2,202 -8.14 0.2290
2021-08-09 2021-06-30 13F MOODYS COM 615369105 6,614 906 15.87 2,397 40.67 0.1657
2021-05-10 2021-03-31 13F MOODYS COM 615369105 5,708 1,482 35.07 1,704 38.88 0.1323
2021-02-10 2020-12-31 13F MOODYS COM 615369105 4,226 -1,815 -30.04 1,227 -29.93 0.0985
2020-11-02 2020-09-30 13F MOODYS COM 615369105 6,041 -912 -13.12 1,751 -8.08 0.1349
2020-08-17 2020-06-30 13F/A-1 MOODYS COM 615369105 6,953 -226 -3.15 1,905 25.91 0.1474
2020-05-13 2020-03-31 13F MOODYS COM 615369105 7,179 -91 -1.25 1,513 -87.08 0.1815
2020-02-13 2019-12-31 13F MOODYS COM 615369105 7,270 791 12.21 11,708 781.63 0.4636
2019-11-12 2019-09-30 13F MOODYS COM 615369105 6,479 -1,251 -16.18 1,328 -12.05 0.1374
2019-08-14 2019-06-30 13F MOODYS COM 615369105 7,730 -2 -0.03 1,510 7.86 0.1524
2019-05-15 2019-03-31 13F MOODYS COM 615369105 7,732 1,353 21.21 1,400 56.77 0.1542
2019-02-07 2018-12-31 13F MOODYS COM 615369105 6,379 1,025 19.14 893 -0.22 0.1114
2018-11-14 2018-09-30 13F MOODYS COM 615369105 5,354 -2,682 -33.37 895 -34.72 0.0967
2018-08-14 2018-06-30 13F MOODYS COM 615369105 8,036 -1,116 -12.19 1,371 -7.11 0.0999
2018-05-14 2018-03-31 13F MOODYS COM 615369105 9,152 -256 -2.72 1,476 6.26 0.1144
2018-02-13 2017-12-31 13F MOODYS COM 615369105 9,408 -1,205 -11.35 1,389 -5.96 0.1080
2018-04-03 2017-09-30 13F/A-1 MOODYS COM 615369105 10,613 5,407 103.86 1,477 150.76 0.1309
2017-11-15 2017-09-30 13F MOODYS COM 615369105 10,384 5,178 1,458
2017-09-20 2017-06-30 13F/A-1 MOODYS COM 615369105 5,206 -7,283 -58.32 589 -58.08 0.0907
2017-07-12 2017-06-30 13F MOODYS COM 615369105 5,206 589
2017-09-20 2017-03-31 13F/A-1 MOODYS COM 615369105 12,489 -1,974 -13.65 1,405 3.08 0.1431
2017-05-15 2017-03-31 13F MOODYS COM 615369105 12,489 -1,974 1,405
2017-02-14 2016-12-31 13F MOODYS COM 615369105 14,463 14,463 1,363 0.1740
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.