Moody's Corporation
AT ˙ WBAG ˙ US6153691059
392,00 € ↑8,00 (2,08%)
2026-06-04
CENA AKCJI
SecurityAT:MOCO / Moody's Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,997 shares
Latest Disclosed Value $ 1,743,691
IFP Advisors, Inc reports 4.06% increase in ownership of MOCO / Moody's Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,997 shares of Moody's Corporation (AT:MOCO) valued at $1,494,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,841 shares of Moody's Corporation. This represents a change in shares of 4.06% during the quarter. The current value of the position is $1,566,824 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)
2026-04-13 2026-03-31 13F MOODYS cs 615369105 3,997 156 4.06 1,744 -11.16 0.0362
2026-02-06 2025-12-31 13F MOODYS cs 615369105 3,841 -26 -0.67 1,962 6.51 0.0440
2026-02-06 2025-09-30 13F/A-1 MOODYS cs 615369105 3,867 40 1.05 1,843 -9.26 0.0478
2025-12-02 2025-09-30 13F MOODYS cs 615369105 3,797 -30 1,880 0.0485
2025-07-24 2025-06-30 13F MOODYS cs 615369105 3,827 -123 -3.11 2,030 10.33 0.0577
2025-05-05 2025-03-31 13F MOODYS cs 615369105 3,950 2,221 128.46 1,841 124.66 0.0568
2025-02-04 2024-12-31 13F MOODYS cs 615369105 1,729 -8 -0.46 820 -0.73 0.0268
2025-02-04 2024-09-30 13F MOODYS cs 615369105 1,737 22 1.28 825 14.27 0.0297
2024-07-30 2024-06-30 13F MOODYS cs 615369105 1,715 32 1.90 722 9.23 0.0287
2024-07-30 2024-03-31 13F MOODYS cs 615369105 1,683 -16 -0.94 662 -0.30 0.0290
2024-01-09 2023-12-31 13F MOODYS cs 615369105 1,699 152 9.83 664 35.58 0.0313
2023-10-12 2023-09-30 13F MOODYS cs 615369105 1,547 -333 -17.71 489 -25.11 0.0220
2023-08-14 2023-06-30 13F/A-1 MOODYS cs 615369105 1,880 13 0.70 654 633.71 0.0273
2023-08-04 2023-06-30 13F MOODYS cs 615369105 1,880 13 90 0.0042
2023-04-18 2023-03-31 13F MOODYS cs 615369105 1,867 -1,373 -42.38 89 0.0039
2023-02-07 2022-12-31 13F MOODYS cs 615369105 3,240 -203 -5.90 0 -100.00 0.0079
2022-11-08 2022-09-30 13F MOODYS cs 615369105 3,443 386 12.63 308 11.19 0.0080
2022-09-06 2022-06-30 13F/A-1 MOODYS cs 615369105 3,057 0 0.00 277 0.00 0.0089
2022-09-06 2022-03-31 13F/A-1 MOODYS cs 615369105 3,057 1,534 100.72 277 -54.89 0.0089
2022-08-08 2022-03-31 13F MOODYS CORP COM Stock 615369105 1,660 137 185 0.0038
2022-01-12 2021-12-31 13F MOODYS CORP COM Stock 615369105 1,523 -121 -7.36 614 4.07 0.0120
2021-10-06 2021-09-30 13F MOODYS CORP COM Stock 615369105 1,644 229 16.18 590 14.79 0.0118
2021-07-13 2021-06-30 13F MOODYS CORP COM Stock 615369105 1,415 94 7.12 514 28.18 0.0106
2021-04-30 2021-03-31 13F MOODYS CORP COM Stock 615369105 1,321 173 15.07 401 18.64 0.0078
2021-01-25 2020-12-31 13F MOODYS CORP COM Stock 615369105 1,148 78 7.29 338 8.33 0.0137
2020-10-29 2020-09-30 13F MOODYS CORP COM Stock 615369105 1,070 -11 -1.02 312 7.22 0.0186
2020-08-05 2020-06-30 13F MOODYS CORP COM Stock 615369105 1,081 235 27.78 291 54.79 0.0231
2020-05-12 2020-03-31 13F MOODYS CORP COM Stock 615369105 846 -163 -16.15 188 -19.66 0.0190
2020-01-17 2019-12-31 13F MOODYS CORP COM Stock 615369105 1,009 -567 -35.98 234 -27.10 0.0176
2019-11-07 2019-09-30 13F MOODYS CORP COM Stock 615369105 1,576 1,315 503.83 321 582.98 0.0215
2019-05-15 2019-03-31 13F MOODYS Stock 615369105 261 -684 -72.38 47 -64.39 0.0064
2019-06-03 2018-12-31 13F/A-10 MOODYS CORP COM Stock 615369105 945 -450 -32.26 132 -43.35 0.0080
2019-01-23 2018-12-31 13F MOODYS CORP COM Stock 615369105 945 -450 132 0.0080
2019-06-03 2018-09-30 13F/A-9 MOODYS CORP COM Stock 615369105 1,395 -73 -4.97 233 -6.80 0.0095
2018-10-25 2018-09-30 13F MOODYS CORP COM Stock 615369105 1,395 -73 233 0.0095
2019-06-03 2018-06-30 13F/A-8 MOODYS CORP COM Stock 615369105 1,468 145 10.96 250 28.21 0.0105
2018-08-07 2018-06-30 13F MOODYS CORP COM Stock 615369105 1,468 8 250
2019-06-03 2018-03-31 13F/A-7 MOODYS CORP COM Stock 615369105 1,323 0 0.00 195 0.00 0.0088
2018-05-09 2018-03-31 13F MOODYS CORP COM Stock 615369105 1,460 137 235
2019-06-03 2017-12-31 13F/A-6 MOODYS CORP COM Stock 615369105 1,323 48 3.76 195 10.17 0.0088
2018-01-24 2017-12-31 13F MOODYS CORP COM Stock 615369105 1,323 48 195
2017-10-30 2017-09-30 13F MOODYS CORP COM Stock 615369105 1,275 130 11.35 177 27.34 0.0070
2019-06-03 2017-06-30 13F/A-5 MOODYS CORP COM Stock 615369105 1,145 502 78.07 139 93.06 0.0059
2017-07-31 2017-06-30 13F MOODYS CORP COM Stock 615369105 1,145 502 139
2019-06-03 2017-03-31 13F/A-4 MOODYS CORP COM Stock 615369105 643 5 0.78 72 20.00 0.0031
2017-04-26 2017-03-31 13F MOODYS CORP COM Stock 615369105 643 5 72
2019-06-03 2016-12-31 13F/A-3 MOODYS CORP COM Stock 615369105 638 -89 -12.24 60 -24.05 0.0029
2017-02-14 2016-12-31 13F MOODYS CORP COM Stock 615369105 638 -89 60
2016-11-04 2016-09-30 13F MOODYS CORP COM Stock 615369105 727 1 0.14 79 16.18 0.0041
2019-06-03 2016-06-30 13F/A-2 MOODYS CORP COM Stock 615369105 726 465 178.16 68 44.68 0.0038
2016-08-22 2016-06-30 13F MOODYS CORP COM Stock 615369105 726 465 68
2019-06-03 2016-03-31 13F/A-1 MOODYS Stock 615369105 261 -480 -64.78 47 -36.49 0.0064
2016-05-02 2016-03-31 13F MOODYS CORP COM Stock 615369105 738 -3 71
2016-02-11 2015-12-31 13F MOODYS CORP COM Stock 615369105 741 741 74 0.0050
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.