Holders over time
- OMC
- MCO
| Quarter | OMC | MCO |
|---|---|---|
| Q3 2020 | 19 holders, $1.2bn | 30 holders, $17.0bn |
| Q4 2020 | 19 holders, $1.5bn | 21 holders, $16.9bn |
| Q1 2021 | 13 holders, $1.5bn | 17 holders, $16.9bn |
| Q2 2021 | 14 holders, $1.7bn | 16 holders, $20.2bn |
| Q3 2021 | 19 holders, $1.4bn | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $1.6bn | 25 holders, $22.0bn |
| Q1 2022 | 13 holders, $2.0bn | 22 holders, $19.1bn |
| Q2 2022 | 12 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 12 holders, $1.2bn | 21 holders, $13.6bn |
| Q4 2022 | 12 holders, $1.6bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $2.0bn | 20 holders, $17.3bn |
| Q2 2023 | 10 holders, $1.8bn | 25 holders, $19.4bn |
| Q3 2023 | 13 holders, $1.3bn | 21 holders, $17.2bn |
| Q4 2023 | 14 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 10 holders, $2.2bn | 22 holders, $21.9bn |
| Q2 2024 | 10 holders, $2.4bn | 24 holders, $23.6bn |
| Q3 2024 | 10 holders, $2.3bn | 31 holders, $26.8bn |
| Q4 2024 | 10 holders, $1.8bn | 31 holders, $25.7bn |
| Q1 2025 | 19 holders, $1.8bn | 30 holders, $25.2bn |
| Q2 2025 | 17 holders, $1.8bn | 30 holders, $26.8bn |
| Q3 2025 | 14 holders, $1.9bn | 31 holders, $26.0bn |
| Q4 2025 | 22 holders, $3.5bn | 32 holders, $27.7bn |
| Q1 2026 | 10 holders, $2.3bn | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $1.7bn | 31 holders, $24.9bn |
Omnicom Group Inc
- Holders
- 10
- Reported value
- $2.2bn
- Buyers
- 5
- Sellers
- 7
Breadth -2 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 (4)
Acadian Asset Management LLC, Bridgewater Associates LP, MFS Investment Management, Moore Capital Management LP
Only OMC (6)
Artisan Partners LP, Capital Research Global Investors, Citadel Advisors LLC, Point72 Asset Management LP, Wellington Management Group LLP, Woodline Partners LP
Only MCO (18)
Akre Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, 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.