Moody's Corporation
US ˙ NYSE ˙ US6153691059

SecurityMCO / Moody's Corporation
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership856 shares
Latest Disclosed Value $ 373,326
Pinnacle Associates Ltd reports 3.88% increase in ownership of MCO / Moody's Corporation

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 856 shares of Moody's Corporation (US:MCO) valued at $373,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 824 shares of Moody's Corporation. This represents a change in shares of 3.88% during the quarter. The current value of the position is $383,822 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)
2026-04-21 2026-03-31 13F MOODYS COM 615369105 856 32 3.88 373 -11.19 0.0048
2026-02-05 2025-12-31 13F MOODYS COM 615369105 824 -14 -1.67 421 5.26 0.0054
2025-11-13 2025-09-30 13F MOODYS COM 615369105 838 -107 -11.32 399 -15.64 0.0053
2025-08-04 2025-06-30 13F MOODYS COM 615369105 945 66 7.51 474 15.65 0.0069
2025-05-06 2025-03-31 13F MOODYS COM 615369105 879 1 0.11 409 -1.45 0.0060
2025-02-14 2024-12-31 13F MOODYS COM 615369105 878 105 13.58 416 37.87 0.0056
2024-10-25 2024-09-30 13F MOODYS COM 615369105 773 -153 -16.52 302 -22.62 0.0051
2024-07-30 2024-06-30 13F MOODYS COM 615369105 926 122 15.17 390 23.49 0.0061
2024-04-26 2024-03-31 13F MOODYS COM 615369105 804 31 4.01 316 4.65 0.0050
2024-01-19 2023-12-31 13F MOODYS COM 615369105 773 6 0.78 302 24.38 0.0051
2023-10-24 2023-09-30 13F MOODYS COM 615369105 767 16 2.13 243 -7.28 0.0045
2023-07-27 2023-06-30 13F MOODYS COM 615369105 751 -50 -6.24 261 6.53 0.0045
2023-05-05 2023-03-31 13F MOODYS COM 615369105 801 801 245 0.0050
2015-11-10 2015-09-30 13F MOODYS COM 615369105 0 -1,869 -100.00 0 -100.00
2015-08-12 2015-06-30 13F MOODYS COM 615369105 1,869 -2,166 -53.68 202 -51.79 0.0038
2015-05-15 2015-03-31 13F Moody's Corp Com COM 615369105 4,035 1,250 44.88 419 56.93 0.0078
2015-02-12 2014-12-31 13F Moody's Corp Com COM 615369105 2,785 100 3.72 267 5.12 0.0052
2014-11-12 2014-09-30 13F Moody's Corp Com COM 615369105 2,685 325 13.77 254 22.71 0.0052
2014-08-14 2014-06-30 13F Moody's Corp Com COM 615369105 2,360 2,360 207 0.0040
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.