Holders over time
- G
- MCO
| Quarter | G | MCO |
|---|---|---|
| Q3 2020 | 13 holders, $2.4bn | 30 holders, $17.0bn |
| Q4 2020 | 11 holders, $2.6bn | 21 holders, $16.9bn |
| Q1 2021 | 10 holders, $2.7bn | 17 holders, $16.9bn |
| Q2 2021 | 7 holders, $2.4bn | 16 holders, $20.2bn |
| Q3 2021 | 8 holders, $2.4bn | 25 holders, $19.9bn |
| Q4 2021 | 7 holders, $2.6bn | 25 holders, $22.0bn |
| Q1 2022 | 7 holders, $2.1bn | 22 holders, $19.1bn |
| Q2 2022 | 6 holders, $1.8bn | 19 holders, $15.4bn |
| Q3 2022 | 5 holders, $1.7bn | 21 holders, $13.6bn |
| Q4 2022 | 7 holders, $1.8bn | 17 holders, $15.5bn |
| Q1 2023 | 5 holders, $1.7bn | 20 holders, $17.3bn |
| Q2 2023 | 6 holders, $1.4bn | 25 holders, $19.4bn |
| Q3 2023 | 8 holders, $1.4bn | 21 holders, $17.2bn |
| Q4 2023 | 11 holders, $1.3bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $1.1bn | 22 holders, $21.9bn |
| Q2 2024 | 9 holders, $1.1bn | 24 holders, $23.6bn |
| Q3 2024 | 8 holders, $1.2bn | 31 holders, $26.8bn |
| Q4 2024 | 7 holders, $1.1bn | 31 holders, $25.7bn |
| Q1 2025 | 10 holders, $1.3bn | 30 holders, $25.2bn |
| Q2 2025 | 9 holders, $1.3bn | 30 holders, $26.8bn |
| Q3 2025 | 6 holders, $1.0bn | 31 holders, $26.0bn |
| Q4 2025 | 6 holders, $1.3bn | 32 holders, $27.7bn |
| Q1 2026 | 6 holders, $1.2bn | 28 holders, $23.9bn |
| Q2 2026 | 4 holders, $256m | 31 holders, $24.9bn |
Genpact Limited
- Holders
- 11
- Reported value
- $1.3bn
- Buyers
- 8
- Sellers
- 3
Breadth +5 among 93 comparable managers.
Moodys Corp
- Holders
- 21
- Reported value
- $22.3bn
- Buyers
- 12
- Sellers
- 7
Breadth +5 among 93 comparable managers.
Who holds both, Q4 2023
Both (5)
AllianceBernstein LP, Brevan Howard Capital Management LP, Fidelity (FMR LLC), Maverick Capital Ltd, Voloridge Investment Management LLC
Only G (6)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Man Group PLC, Quantbot Technologies LP, Wellington Management Group LLP
Only MCO (16)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital World Investors, Dodge & Cox, Harris Associates LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP
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.