Holders over time
- RHI
- MCO
| Quarter | RHI | MCO |
|---|---|---|
| Q3 2020 | 8 holders, $421m | 30 holders, $17.0bn |
| Q4 2020 | 10 holders, $445m | 21 holders, $16.9bn |
| Q1 2021 | 11 holders, $687m | 17 holders, $16.9bn |
| Q2 2021 | 12 holders, $844m | 16 holders, $20.2bn |
| Q3 2021 | 12 holders, $944m | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $1.2bn | 25 holders, $22.0bn |
| Q1 2022 | 12 holders, $1.6bn | 22 holders, $19.1bn |
| Q2 2022 | 17 holders, $968m | 19 holders, $15.4bn |
| Q3 2022 | 14 holders, $1.0bn | 21 holders, $13.6bn |
| Q4 2022 | 12 holders, $1.6bn | 17 holders, $15.5bn |
| Q1 2023 | 10 holders, $1.6bn | 20 holders, $17.3bn |
| Q2 2023 | 11 holders, $1.5bn | 25 holders, $19.4bn |
| Q3 2023 | 9 holders, $1.4bn | 21 holders, $17.2bn |
| Q4 2023 | 8 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 11 holders, $978m | 22 holders, $21.9bn |
| Q2 2024 | 16 holders, $747m | 24 holders, $23.6bn |
| Q3 2024 | 14 holders, $884m | 31 holders, $26.8bn |
| Q4 2024 | 8 holders, $769m | 31 holders, $25.7bn |
| Q1 2025 | 9 holders, $560m | 30 holders, $25.2bn |
| Q2 2025 | 11 holders, $643m | 30 holders, $26.8bn |
| Q3 2025 | 8 holders, $655m | 31 holders, $26.0bn |
| Q4 2025 | 10 holders, $565m | 32 holders, $27.7bn |
| Q1 2026 | 7 holders, $503m | 28 holders, $23.9bn |
| Q2 2026 | 6 holders, $480m | 31 holders, $24.9bn |
Robert Half Inc.
- Holders
- 11
- Reported value
- $978m
- Buyers
- 9
- Sellers
- 3
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 (4)
Brevan Howard Capital Management LP, Bridgewater Associates LP, Holocene Advisors LP, Maverick Capital Ltd
Only RHI (7)
AllianceBernstein LP, AQR Capital Management LLC, Capital World Investors, Eisler Capital Management Ltd, Man Group PLC, PDT Partners LLC, Quantbot Technologies LP
Only MCO (18)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, 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.