Holders over time
- AON
- V
| Quarter | AON | V |
|---|---|---|
| Q3 2020 | 26 holders, $10.9bn | 55 holders, $62.2bn |
| Q4 2020 | 30 holders, $10.7bn | 52 holders, $67.1bn |
| Q1 2021 | 32 holders, $12.0bn | 58 holders, $64.5bn |
| Q2 2021 | 34 holders, $13.2bn | 52 holders, $69.3bn |
| Q3 2021 | 27 holders, $13.3bn | 56 holders, $63.6bn |
| Q4 2021 | 31 holders, $14.0bn | 47 holders, $58.0bn |
| Q1 2022 | 23 holders, $15.7bn | 59 holders, $61.8bn |
| Q2 2022 | 32 holders, $12.5bn | 57 holders, $55.2bn |
| Q3 2022 | 24 holders, $11.7bn | 57 holders, $50.7bn |
| Q4 2022 | 27 holders, $12.4bn | 54 holders, $59.4bn |
| Q1 2023 | 23 holders, $12.4bn | 55 holders, $64.0bn |
| Q2 2023 | 17 holders, $13.8bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $12.3bn | 55 holders, $61.5bn |
| Q4 2023 | 24 holders, $10.0bn | 48 holders, $68.6bn |
| Q1 2024 | 23 holders, $11.2bn | 50 holders, $73.1bn |
| Q2 2024 | 21 holders, $11.0bn | 45 holders, $69.5bn |
| Q3 2024 | 25 holders, $13.5bn | 47 holders, $70.5bn |
| Q4 2024 | 24 holders, $14.1bn | 48 holders, $77.6bn |
| Q1 2025 | 24 holders, $15.9bn | 43 holders, $83.5bn |
| Q2 2025 | 24 holders, $15.0bn | 45 holders, $83.4bn |
| Q3 2025 | 30 holders, $16.0bn | 48 holders, $82.8bn |
| Q4 2025 | 25 holders, $16.1bn | 49 holders, $86.0bn |
| Q1 2026 | 23 holders, $14.0bn | 49 holders, $73.3bn |
| Q2 2026 | 24 holders, $15.0bn | 52 holders, $81.9bn |
Aon PLC
- Holders
- 24
- Reported value
- $10.0bn
- Buyers
- 15
- Sellers
- 9
Breadth +6 among 93 comparable managers.
Visa Inc
- Holders
- 48
- Reported value
- $68.6bn
- Buyers
- 17
- Sellers
- 29
Breadth -12 among 93 comparable managers.
Who holds both, Q4 2023
Both (22)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp
Only V (26)
Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Soroban Capital Partners LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Viking Global Investors LP, Walleye Capital LLC, and 1 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.