Holders over time
- MCO
- V
| Quarter | MCO | V |
|---|---|---|
| Q3 2020 | 30 holders, $17.0bn | 55 holders, $62.2bn |
| Q4 2020 | 21 holders, $16.9bn | 52 holders, $67.1bn |
| Q1 2021 | 17 holders, $16.9bn | 58 holders, $64.5bn |
| Q2 2021 | 16 holders, $20.2bn | 52 holders, $69.3bn |
| Q3 2021 | 25 holders, $19.9bn | 56 holders, $63.6bn |
| Q4 2021 | 25 holders, $22.0bn | 47 holders, $58.0bn |
| Q1 2022 | 22 holders, $19.1bn | 59 holders, $61.8bn |
| Q2 2022 | 19 holders, $15.4bn | 57 holders, $55.2bn |
| Q3 2022 | 21 holders, $13.6bn | 57 holders, $50.7bn |
| Q4 2022 | 17 holders, $15.5bn | 54 holders, $59.4bn |
| Q1 2023 | 20 holders, $17.3bn | 55 holders, $64.0bn |
| Q2 2023 | 25 holders, $19.4bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $17.2bn | 55 holders, $61.5bn |
| Q4 2023 | 21 holders, $22.3bn | 48 holders, $68.6bn |
| Q1 2024 | 22 holders, $21.9bn | 50 holders, $73.1bn |
| Q2 2024 | 24 holders, $23.6bn | 45 holders, $69.5bn |
| Q3 2024 | 31 holders, $26.8bn | 47 holders, $70.5bn |
| Q4 2024 | 31 holders, $25.7bn | 48 holders, $77.6bn |
| Q1 2025 | 30 holders, $25.2bn | 43 holders, $83.5bn |
| Q2 2025 | 30 holders, $26.8bn | 45 holders, $83.4bn |
| Q3 2025 | 31 holders, $26.0bn | 48 holders, $82.8bn |
| Q4 2025 | 32 holders, $27.7bn | 49 holders, $86.0bn |
| Q1 2026 | 28 holders, $23.9bn | 49 holders, $73.3bn |
| Q2 2026 | 31 holders, $24.9bn | 52 holders, $81.9bn |
Moodys Corp
- Holders
- 21
- Reported value
- $22.3bn
- Buyers
- 12
- Sellers
- 7
Breadth +5 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 (20)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Baillie Gifford & Co, 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, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP
Only MCO (1)
Only V (28)
AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Tybourne Capital Management HK Ltd, and 3 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.