Holders over time
- ACM
- MCO
| Quarter | ACM | MCO |
|---|---|---|
| Q3 2020 | 12 holders, $1.5bn | 30 holders, $17.0bn |
| Q4 2020 | 12 holders, $1.5bn | 21 holders, $16.9bn |
| Q1 2021 | 8 holders, $1.7bn | 17 holders, $16.9bn |
| Q2 2021 | 7 holders, $1.5bn | 16 holders, $20.2bn |
| Q3 2021 | 7 holders, $1.4bn | 25 holders, $19.9bn |
| Q4 2021 | 6 holders, $1.6bn | 25 holders, $22.0bn |
| Q1 2022 | 5 holders, $1.8bn | 22 holders, $19.1bn |
| Q2 2022 | 6 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 6 holders, $1.3bn | 21 holders, $13.6bn |
| Q4 2022 | 9 holders, $1.5bn | 17 holders, $15.5bn |
| Q1 2023 | 9 holders, $1.1bn | 20 holders, $17.3bn |
| Q2 2023 | 7 holders, $883m | 25 holders, $19.4bn |
| Q3 2023 | 6 holders, $739m | 21 holders, $17.2bn |
| Q4 2023 | 10 holders, $797m | 21 holders, $22.3bn |
| Q1 2024 | 14 holders, $894m | 22 holders, $21.9bn |
| Q2 2024 | 12 holders, $679m | 24 holders, $23.6bn |
| Q3 2024 | 13 holders, $1.0bn | 31 holders, $26.8bn |
| Q4 2024 | 9 holders, $701m | 31 holders, $25.7bn |
| Q1 2025 | 11 holders, $511m | 30 holders, $25.2bn |
| Q2 2025 | 11 holders, $986m | 30 holders, $26.8bn |
| Q3 2025 | 10 holders, $1.2bn | 31 holders, $26.0bn |
| Q4 2025 | 11 holders, $759m | 32 holders, $27.7bn |
| Q1 2026 | 12 holders, $279m | 28 holders, $23.9bn |
| Q2 2026 | 13 holders, $549m | 31 holders, $24.9bn |
Aecom Technology Corp
- Holders
- 12
- Reported value
- $679m
- Buyers
- 9
- Sellers
- 4
Breadth +5 among 94 comparable managers.
Moodys Corp
- Holders
- 24
- Reported value
- $23.6bn
- Buyers
- 13
- Sellers
- 9
Breadth +4 among 94 comparable managers.
Who holds both, Q2 2024
Both (5)
AllianceBernstein LP, Invesco Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only ACM (7)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Holocene Advisors LP, Man Group PLC, Renaissance Technologies LLC, Starboard Value LP
Only MCO (19)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Walleye Capital LLC
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.