Holders over time
- MET
- V
| Quarter | MET | V |
|---|---|---|
| Q3 2020 | 19 holders, $7.3bn | 55 holders, $62.2bn |
| Q4 2020 | 21 holders, $8.8bn | 52 holders, $67.1bn |
| Q1 2021 | 13 holders, $11.7bn | 58 holders, $64.5bn |
| Q2 2021 | 17 holders, $10.4bn | 52 holders, $69.3bn |
| Q3 2021 | 22 holders, $9.5bn | 56 holders, $63.6bn |
| Q4 2021 | 16 holders, $8.8bn | 47 holders, $58.0bn |
| Q1 2022 | 18 holders, $9.4bn | 59 holders, $61.8bn |
| Q2 2022 | 15 holders, $8.0bn | 57 holders, $55.2bn |
| Q3 2022 | 18 holders, $8.1bn | 57 holders, $50.7bn |
| Q4 2022 | 21 holders, $9.9bn | 54 holders, $59.4bn |
| Q1 2023 | 22 holders, $8.0bn | 55 holders, $64.0bn |
| Q2 2023 | 24 holders, $8.3bn | 54 holders, $65.2bn |
| Q3 2023 | 20 holders, $8.9bn | 55 holders, $61.5bn |
| Q4 2023 | 20 holders, $8.8bn | 48 holders, $68.6bn |
| Q1 2024 | 13 holders, $9.4bn | 50 holders, $73.1bn |
| Q2 2024 | 18 holders, $8.7bn | 45 holders, $69.5bn |
| Q3 2024 | 21 holders, $9.7bn | 47 holders, $70.5bn |
| Q4 2024 | 18 holders, $9.4bn | 48 holders, $77.6bn |
| Q1 2025 | 16 holders, $8.8bn | 43 holders, $83.5bn |
| Q2 2025 | 15 holders, $8.1bn | 45 holders, $83.4bn |
| Q3 2025 | 13 holders, $8.6bn | 48 holders, $82.8bn |
| Q4 2025 | 16 holders, $7.5bn | 49 holders, $86.0bn |
| Q1 2026 | 12 holders, $6.8bn | 49 holders, $73.3bn |
| Q2 2026 | 13 holders, $8.1bn | 52 holders, $81.9bn |
Metlife Inc
- Holders
- 20
- Reported value
- $8.8bn
- Buyers
- 8
- Sellers
- 12
Breadth -4 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 (17)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP
Only MET (3)
Hudson Bay Capital Management LP, Moore Capital Management LP, Voloridge Investment Management LLC
Only V (31)
Acadian Asset Management LLC, Akre Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D1 Capital Partners LP, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, and 6 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.