Holders over time
- GS
- V
| Quarter | GS | V |
|---|---|---|
| Q3 2020 | 26 holders, $9.2bn | 55 holders, $62.2bn |
| Q4 2020 | 28 holders, $12.9bn | 52 holders, $67.1bn |
| Q1 2021 | 28 holders, $15.6bn | 58 holders, $64.5bn |
| Q2 2021 | 27 holders, $17.2bn | 52 holders, $69.3bn |
| Q3 2021 | 34 holders, $17.7bn | 56 holders, $63.6bn |
| Q4 2021 | 28 holders, $17.0bn | 47 holders, $58.0bn |
| Q1 2022 | 27 holders, $14.4bn | 59 holders, $61.8bn |
| Q2 2022 | 29 holders, $13.1bn | 57 holders, $55.2bn |
| Q3 2022 | 26 holders, $12.4bn | 57 holders, $50.7bn |
| Q4 2022 | 30 holders, $40.9bn | 54 holders, $59.4bn |
| Q1 2023 | 35 holders, $13.9bn | 55 holders, $64.0bn |
| Q2 2023 | 35 holders, $12.8bn | 54 holders, $65.2bn |
| Q3 2023 | 29 holders, $12.0bn | 55 holders, $61.5bn |
| Q4 2023 | 31 holders, $14.0bn | 48 holders, $68.6bn |
| Q1 2024 | 31 holders, $15.8bn | 50 holders, $73.1bn |
| Q2 2024 | 35 holders, $17.0bn | 45 holders, $69.5bn |
| Q3 2024 | 28 holders, $16.1bn | 47 holders, $70.5bn |
| Q4 2024 | 29 holders, $17.1bn | 48 holders, $77.6bn |
| Q1 2025 | 28 holders, $14.1bn | 43 holders, $83.5bn |
| Q2 2025 | 29 holders, $17.3bn | 45 holders, $83.4bn |
| Q3 2025 | 31 holders, $19.8bn | 48 holders, $82.8bn |
| Q4 2025 | 28 holders, $20.0bn | 49 holders, $86.0bn |
| Q1 2026 | 30 holders, $17.5bn | 49 holders, $73.3bn |
| Q2 2026 | 35 holders, $18.9bn | 52 holders, $81.9bn |
Goldman Sachs Group Inc
- Holders
- 31
- Reported value
- $14.0bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 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 (26)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only GS (5)
Jane Street Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Winton Group Ltd
Only V (22)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, D1 Capital Partners LP, Egerton Capital UK LLP, Farallon Capital Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Soroban Capital Partners LP, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Viking Global Investors LP, Walleye Capital 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.