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BR · MCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BRMCO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BR
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterBRMCO
Q3 202012 holders, $2.2bn30 holders, $17.0bn
Q4 20208 holders, $2.6bn21 holders, $16.9bn
Q1 20218 holders, $2.6bn17 holders, $16.9bn
Q2 20218 holders, $2.8bn16 holders, $20.2bn
Q3 202110 holders, $2.7bn25 holders, $19.9bn
Q4 20217 holders, $2.7bn25 holders, $22.0bn
Q1 20227 holders, $2.0bn22 holders, $19.1bn
Q2 20227 holders, $1.7bn19 holders, $15.4bn
Q3 20226 holders, $1.5bn21 holders, $13.6bn
Q4 202210 holders, $1.4bn17 holders, $15.5bn
Q1 20237 holders, $1.5bn20 holders, $17.3bn
Q2 20236 holders, $1.8bn25 holders, $19.4bn
Q3 20239 holders, $2.0bn21 holders, $17.2bn
Q4 20239 holders, $2.4bn21 holders, $22.3bn
Q1 20249 holders, $2.1bn22 holders, $21.9bn
Q2 20248 holders, $1.8bn24 holders, $23.6bn
Q3 202413 holders, $1.8bn31 holders, $26.8bn
Q4 202411 holders, $2.2bn31 holders, $25.7bn
Q1 202511 holders, $2.3bn30 holders, $25.2bn
Q2 20259 holders, $2.2bn30 holders, $26.8bn
Q3 20256 holders, $2.9bn31 holders, $26.0bn
Q4 20257 holders, $2.5bn32 holders, $27.7bn
Q1 202614 holders, $2.4bn28 holders, $23.9bn
Q2 202612 holders, $1.4bn31 holders, $24.9bn
BR

Broadridge Finl Solutions In

Holders
9
Reported value
$2.4bn
Buyers
6
Sellers
3

Breadth +3 among 93 comparable managers.

Business and payment services
MCO

Moodys Corp

Holders
21
Reported value
$22.3bn
Buyers
12
Sellers
7

Breadth +5 among 93 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BR (5)

Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Woodline Partners LP

Only MCO (17)

Akre Capital Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

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.

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