Holders over time
- MS
- V
| Quarter | MS | V |
|---|---|---|
| Q3 2020 | 34 holders, $8.9bn | 55 holders, $62.2bn |
| Q4 2020 | 28 holders, $15.5bn | 52 holders, $67.1bn |
| Q1 2021 | 33 holders, $16.4bn | 58 holders, $64.5bn |
| Q2 2021 | 27 holders, $18.8bn | 52 holders, $69.3bn |
| Q3 2021 | 28 holders, $20.9bn | 56 holders, $63.6bn |
| Q4 2021 | 27 holders, $18.2bn | 47 holders, $58.0bn |
| Q1 2022 | 25 holders, $15.5bn | 59 holders, $61.8bn |
| Q2 2022 | 27 holders, $13.1bn | 57 holders, $55.2bn |
| Q3 2022 | 21 holders, $14.4bn | 57 holders, $50.7bn |
| Q4 2022 | 22 holders, $15.1bn | 54 holders, $59.4bn |
| Q1 2023 | 17 holders, $16.7bn | 55 holders, $64.0bn |
| Q2 2023 | 23 holders, $15.1bn | 54 holders, $65.2bn |
| Q3 2023 | 20 holders, $12.7bn | 55 holders, $61.5bn |
| Q4 2023 | 21 holders, $13.1bn | 48 holders, $68.6bn |
| Q1 2024 | 24 holders, $13.1bn | 50 holders, $73.1bn |
| Q2 2024 | 24 holders, $13.6bn | 45 holders, $69.5bn |
| Q3 2024 | 25 holders, $14.4bn | 47 holders, $70.5bn |
| Q4 2024 | 25 holders, $17.7bn | 48 holders, $77.6bn |
| Q1 2025 | 27 holders, $14.6bn | 43 holders, $83.5bn |
| Q2 2025 | 26 holders, $17.4bn | 45 holders, $83.4bn |
| Q3 2025 | 33 holders, $20.8bn | 48 holders, $82.8bn |
| Q4 2025 | 33 holders, $22.3bn | 49 holders, $86.0bn |
| Q1 2026 | 34 holders, $19.8bn | 49 holders, $73.3bn |
| Q2 2026 | 32 holders, $25.5bn | 52 holders, $81.9bn |
Morgan Stanley
- Holders
- 24
- Reported value
- $13.1bn
- Buyers
- 16
- Sellers
- 8
Breadth +8 among 93 comparable managers.
Visa Inc
- Holders
- 50
- Reported value
- $73.1bn
- Buyers
- 17
- Sellers
- 31
Breadth -14 among 93 comparable managers.
Who holds both, Q1 2024
Both (22)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP
Only V (28)
Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Maverick Capital Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Tybourne Capital Management HK Ltd, Viking Global Investors LP, and 3 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.