Holders over time
- WSC
- MCO
| Quarter | WSC | MCO |
|---|---|---|
| Q3 2020 | 9 holders, $177m | 30 holders, $17.0bn |
| Q4 2020 | 4 holders, $145m | 21 holders, $16.9bn |
| Q1 2021 | 6 holders, $186m | 17 holders, $16.9bn |
| Q2 2021 | 8 holders, $268m | 16 holders, $20.2bn |
| Q3 2021 | 9 holders, $244m | 25 holders, $19.9bn |
| Q4 2021 | 8 holders, $1.0bn | 25 holders, $22.0bn |
| Q1 2022 | 10 holders, $1.0bn | 22 holders, $19.1bn |
| Q2 2022 | 11 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 14 holders, $1.6bn | 21 holders, $13.6bn |
| Q4 2022 | 13 holders, $1.8bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $1.9bn | 20 holders, $17.3bn |
| Q2 2023 | 19 holders, $2.1bn | 25 holders, $19.4bn |
| Q3 2023 | 12 holders, $1.5bn | 21 holders, $17.2bn |
| Q4 2023 | 14 holders, $1.5bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $1.7bn | 22 holders, $21.9bn |
| Q2 2024 | 8 holders, $705m | 24 holders, $23.6bn |
| Q3 2024 | 8 holders, $840m | 31 holders, $26.8bn |
| Q4 2024 | 12 holders, $573m | 31 holders, $25.7bn |
| Q1 2025 | 8 holders, $381m | 30 holders, $25.2bn |
| Q2 2025 | 10 holders, $357m | 30 holders, $26.8bn |
| Q3 2025 | 8 holders, $213m | 31 holders, $26.0bn |
| Q4 2025 | 5 holders, $221m | 32 holders, $27.7bn |
| Q1 2026 | 6 holders, $202m | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $1.0bn | 31 holders, $24.9bn |
Willscot Mobil Mini HLDNG Co
- Holders
- 13
- Reported value
- $1.7bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 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 (5)
Brevan Howard Capital Management LP, Fidelity (FMR LLC), Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP
Only WSC (8)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC
Only MCO (17)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Dodge & Cox, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, TCI Fund Management Ltd, 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.