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HRI · MCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

HRIMCO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • HRI
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterHRIMCO
Q3 20203 holders, $371m30 holders, $17.0bn
Q4 20203 holders, $613m21 holders, $16.9bn
Q1 20215 holders, $869m17 holders, $16.9bn
Q2 20218 holders, $1.0bn16 holders, $20.2bn
Q3 20218 holders, $1.4bn25 holders, $19.9bn
Q4 20219 holders, $1.2bn25 holders, $22.0bn
Q1 20227 holders, $1.3bn22 holders, $19.1bn
Q2 20228 holders, $756m19 holders, $15.4bn
Q3 20227 holders, $862m21 holders, $13.6bn
Q4 20229 holders, $1.2bn17 holders, $15.5bn
Q1 20238 holders, $543m20 holders, $17.3bn
Q2 20239 holders, $621m25 holders, $19.4bn
Q3 20238 holders, $553m21 holders, $17.2bn
Q4 20238 holders, $767m21 holders, $22.3bn
Q1 202410 holders, $1.0bn22 holders, $21.9bn
Q2 202410 holders, $623m24 holders, $23.6bn
Q3 202414 holders, $848m31 holders, $26.8bn
Q4 202410 holders, $832m31 holders, $25.7bn
Q1 20257 holders, $914m30 holders, $25.2bn
Q2 20258 holders, $1.0bn30 holders, $26.8bn
Q3 20256 holders, $805m31 holders, $26.0bn
Q4 20257 holders, $1.5bn32 holders, $27.7bn
Q1 20267 holders, $183m28 holders, $23.9bn
Q2 20265 holders, $891m31 holders, $24.9bn
HRI

Herc HLDGS Inc

Holders
10
Reported value
$1.0bn
Buyers
4
Sellers
6

Breadth -2 among 93 comparable managers.

Business and payment services
MCO

Moodys Corp

Holders
22
Reported value
$21.9bn
Buyers
10
Sellers
11

Breadth -1 among 93 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HRI (6)

AllianceBernstein LP, Capital Research Global Investors, First Eagle Investment Management LLC, GAMCO Investors Inc, Tudor Investment Corp, Wellington Management Group LLP

Only MCO (18)

Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Markel Group Inc, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, 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.

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