Holders over time
- FISV
- MCO
| Quarter | FISV | MCO |
|---|---|---|
| Q3 2020 | 30 holders, $12.0bn | 30 holders, $17.0bn |
| Q4 2020 | 29 holders, $13.3bn | 21 holders, $16.9bn |
| Q1 2021 | 21 holders, $15.8bn | 17 holders, $16.9bn |
| Q2 2021 | 24 holders, $15.1bn | 16 holders, $20.2bn |
| Q3 2021 | 20 holders, $15.9bn | 25 holders, $19.9bn |
| Q4 2021 | 21 holders, $17.2bn | 25 holders, $22.0bn |
| Q1 2022 | 20 holders, $15.9bn | 22 holders, $19.1bn |
| Q2 2022 | 19 holders, $14.3bn | 19 holders, $15.4bn |
| Q3 2022 | 23 holders, $15.4bn | 21 holders, $13.6bn |
| Q4 2022 | 24 holders, $17.4bn | 17 holders, $15.5bn |
| Q1 2023 | 27 holders, $20.1bn | 20 holders, $17.3bn |
| Q2 2023 | 28 holders, $22.2bn | 25 holders, $19.4bn |
| Q3 2023 | 31 holders, $18.7bn | 21 holders, $17.2bn |
| Q4 2023 | 28 holders, $21.0bn | 21 holders, $22.3bn |
| Q1 2024 | 23 holders, $24.6bn | 22 holders, $21.9bn |
| Q2 2024 | 23 holders, $21.3bn | 24 holders, $23.6bn |
| Q3 2024 | 23 holders, $24.9bn | 31 holders, $26.8bn |
| Q4 2024 | 26 holders, $28.5bn | 31 holders, $25.7bn |
| Q1 2025 | 27 holders, $29.0bn | 30 holders, $25.2bn |
| Q2 2025 | 35 holders, $20.2bn | 30 holders, $26.8bn |
| Q3 2025 | 34 holders, $15.0bn | 31 holders, $26.0bn |
| Q4 2025 | 35 holders, $7.4bn | 32 holders, $27.7bn |
| Q1 2026 | 24 holders, $6.8bn | 28 holders, $23.9bn |
| Q2 2026 | 17 holders, $5.8bn | 31 holders, $24.9bn |
Fiserv Inc
- Holders
- 23
- Reported value
- $24.6bn
- Buyers
- 9
- Sellers
- 15
Breadth -6 among 93 comparable managers.
Moodys Corp
- Holders
- 22
- Reported value
- $21.9bn
- Buyers
- 10
- Sellers
- 11
Breadth -1 among 93 comparable managers.
Who holds both, Q1 2024
Both (9)
Acadian Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only FISV (14)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital World Investors, D. E. Shaw & Co., Egerton Capital UK LLP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc, ValueAct Holdings LP
Only MCO (13)
Akre Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Holocene Advisors LP, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP
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.