Reported 4,500 shares, up 2,000 (80.0%) from the prior quarter.
Reported value 53.7%; share count 80.0% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2025-12-31 | 1277125 |
| 2026-03-31 | 1963125 |
| 2026-06-30 | 2038140 |
| 2026-09-30 | 2043585 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Unchanged | 4,500 | 0 (0.0%) | 1.52% | $2,043,585 | 2026-10-19 | |
| Q2 2026 | Unchanged | 4,500 | 0 (0.0%) | 1.52% | $2,038,140 | 2026-07-21 | |
| Q1 2026 | Added | 4,500 | +2,000 (80.0%) | 1.73% | $1,963,125 | 2026-04-15 | |
| Q4 2025 | New | 2,500 | +2,500 (0.0%) | 1.05% | $1,277,125 | 2026-01-29 |
Who else reported the position
1563 managers reported MOODYS CORP for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | Unchanged | 24,669,778 | 0 | 4.09% | $10,762,190,653 | 52 qtrs |
| TCI FUND MANAGEMENT LTD | Added | 14,334,027 | +1,025,548 | 13.84% | $6,253,219,279 | 44 qtrs |
| BlackRock Inc | Reduced | 13,127,824 | -901,973 | 0.1% | $5,727,012,953 | 7 qtrs |
| VANGUARD CAPITAL MANAGEMENT LLC | New | 9,885,316 | +9,885,316 | 0.11% | $4,312,469,105 | 1 qtr |
| STATE STREET CORPORATION | Added | 7,138,837 | +4,755 | 0.11% | $3,114,317,641 | 52 qtrs |
| FMR LLC | Reduced | 4,986,752 | -489,542 | 0.11% | $2,175,470,419 | 52 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 4,081,564 | +116,084 | 0.11% | $1,775,947,875 | 52 qtrs |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | 3,882,472 | +3,882,472 | 0.09% | $1,693,728,410 | 1 qtr |
| Fiera Capital Corp | Reduced | 2,356,454 | -15,485 | 3.52% | $1,028,003,058 | 52 qtrs |
| StonePine Asset Management Inc | Reduced | 2,349,784 | -25,984 | 7.21% | $1,025,093,270 | 14 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- April 15, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 4,500
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.