Holders over time
- WSC
- MCO
| Quarter | WSC | MCO |
|---|---|---|
| Q3 2020 | 9 holders, $177m | 30 holders, $17.0bn |
| Q4 2020 | 4 holders, $145m | 21 holders, $16.9bn |
| Q1 2021 | 6 holders, $186m | 17 holders, $16.9bn |
| Q2 2021 | 8 holders, $268m | 16 holders, $20.2bn |
| Q3 2021 | 9 holders, $244m | 25 holders, $19.9bn |
| Q4 2021 | 8 holders, $1.0bn | 25 holders, $22.0bn |
| Q1 2022 | 10 holders, $1.0bn | 22 holders, $19.1bn |
| Q2 2022 | 11 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 14 holders, $1.6bn | 21 holders, $13.6bn |
| Q4 2022 | 13 holders, $1.8bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $1.9bn | 20 holders, $17.3bn |
| Q2 2023 | 19 holders, $2.1bn | 25 holders, $19.4bn |
| Q3 2023 | 12 holders, $1.5bn | 21 holders, $17.2bn |
| Q4 2023 | 14 holders, $1.5bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $1.7bn | 22 holders, $21.9bn |
| Q2 2024 | 8 holders, $705m | 24 holders, $23.6bn |
| Q3 2024 | 8 holders, $840m | 31 holders, $26.8bn |
| Q4 2024 | 12 holders, $573m | 31 holders, $25.7bn |
| Q1 2025 | 8 holders, $381m | 30 holders, $25.2bn |
| Q2 2025 | 10 holders, $357m | 30 holders, $26.8bn |
| Q3 2025 | 8 holders, $213m | 31 holders, $26.0bn |
| Q4 2025 | 5 holders, $221m | 32 holders, $27.7bn |
| Q1 2026 | 6 holders, $202m | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $1.0bn | 31 holders, $24.9bn |
Willscot Mobil Mini HLDNG Co
- Holders
- 14
- Reported value
- $1.5bn
- 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 (6)
Brevan Howard Capital Management LP, Capital World Investors, Fidelity (FMR LLC), T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP
Only WSC (8)
Capital Research Global Investors, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP
Only MCO (15)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Dodge & Cox, Harris Associates LP, Invesco Ltd, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, TCI Fund Management Ltd, 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.