Holders over time
- URI
- MCO
| Quarter | URI | MCO |
|---|---|---|
| Q3 2020 | 14 holders, $1.5bn | 30 holders, $17.0bn |
| Q4 2020 | 16 holders, $2.1bn | 21 holders, $16.9bn |
| Q1 2021 | 15 holders, $3.0bn | 17 holders, $16.9bn |
| Q2 2021 | 18 holders, $2.3bn | 16 holders, $20.2bn |
| Q3 2021 | 17 holders, $2.9bn | 25 holders, $19.9bn |
| Q4 2021 | 23 holders, $2.7bn | 25 holders, $22.0bn |
| Q1 2022 | 19 holders, $2.5bn | 22 holders, $19.1bn |
| Q2 2022 | 15 holders, $1.8bn | 19 holders, $15.4bn |
| Q3 2022 | 18 holders, $2.1bn | 21 holders, $13.6bn |
| Q4 2022 | 17 holders, $2.9bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $2.6bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $4.0bn | 25 holders, $19.4bn |
| Q3 2023 | 15 holders, $4.7bn | 21 holders, $17.2bn |
| Q4 2023 | 15 holders, $7.1bn | 21 holders, $22.3bn |
| Q1 2024 | 17 holders, $8.7bn | 22 holders, $21.9bn |
| Q2 2024 | 17 holders, $7.8bn | 24 holders, $23.6bn |
| Q3 2024 | 17 holders, $10.9bn | 31 holders, $26.8bn |
| Q4 2024 | 22 holders, $8.1bn | 31 holders, $25.7bn |
| Q1 2025 | 20 holders, $5.8bn | 30 holders, $25.2bn |
| Q2 2025 | 19 holders, $6.6bn | 30 holders, $26.8bn |
| Q3 2025 | 23 holders, $9.6bn | 31 holders, $26.0bn |
| Q4 2025 | 25 holders, $7.5bn | 32 holders, $27.7bn |
| Q1 2026 | 19 holders, $5.4bn | 28 holders, $23.9bn |
| Q2 2026 | 17 holders, $7.5bn | 31 holders, $24.9bn |
United Rentals Inc
- Holders
- 15
- Reported value
- $7.1bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 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 (8)
AllianceBernstein LP, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Markel Group Inc, Maverick Capital Ltd, Neuberger Berman Group LLC, Two Sigma Advisers LP
Only URI (7)
AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, GAMCO Investors Inc, Holocene Advisors LP, Marshall Wace LLP, Moore Capital Management LP
Only MCO (13)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Dodge & Cox, Harris Associates LP, MFS Investment Management, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Tudor Investment Corp, 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.