Moody's Corporation
MX ˙ BMV ˙ US6153691059
SecurityMX:MCO / Moody's Corporation
InstitutionSmartleaf Asset Management LLC
Latest Disclosed Ownership3,300 shares
Latest Disclosed Value $ 1,426,143
Smartleaf Asset Management LLC reports 5.69% decrease in ownership of MCO / Moody's Corporation

On May 15, 2026 - Smartleaf Asset Management LLC filed a 13F-HR form disclosing ownership of 3,300 shares of Moody's Corporation (MX:MCO) valued at $1,426,143 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,499 shares of Moody's Corporation. This represents a change in shares of -5.69% during the quarter.

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)
2026-05-15 2026-03-31 13F MOODYS COM 615369105 3,300 -199 -5.69 1,426 -20.95 0.0515
2026-02-13 2025-12-31 13F MOODYS COM 615369105 3,499 488 16.21 1,805 24.59 0.0684
2025-11-05 2025-09-30 13F MOODYS COM 615369105 3,011 721 31.48 1,448 29.63 0.0896
2025-08-14 2025-06-30 13F MOODYS COM 615369105 2,290 -262 -10.27 1,118 -5.10 0.0985
2025-05-14 2025-03-31 13F MOODYS COM 615369105 2,552 439 20.78 1,178 17.70 0.1136
2025-02-05 2024-12-31 13F MOODYS COM 615369105 2,113 178 9.20 1,001 9.17 0.1020
2024-11-13 2024-09-30 13F MOODYS COM 615369105 1,935 511 35.88 917 53.43 0.1112
2024-10-08 2024-06-30 13F/A-1 MOODYS COM 615369105 1,424 450 46.20 598 57.11 0.0979
2024-08-13 2024-06-30 13F MOODYS COM 615369105 1,424 450 598 0.0979
2024-10-07 2024-03-31 13F/A-1 MOODYS COM 615369105 974 282 40.75 380 42.32 0.0735
2024-05-03 2024-03-31 13F MOODYS COM 615369105 974 282 311 0.0748
2024-02-12 2023-12-31 13F MOODYS COM 615369105 692 692 268 0.0717
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.