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CPAY · MCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CPAYMCO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CPAY
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterCPAYMCO
Q3 2020none listed holders, n.a.30 holders, $17.0bn
Q4 2020none listed holders, n.a.21 holders, $16.9bn
Q1 2021none listed holders, n.a.17 holders, $16.9bn
Q2 2021none listed holders, n.a.16 holders, $20.2bn
Q3 2021none listed holders, n.a.25 holders, $19.9bn
Q4 2021none listed holders, n.a.25 holders, $22.0bn
Q1 2022none listed holders, n.a.22 holders, $19.1bn
Q2 2022none listed holders, n.a.19 holders, $15.4bn
Q3 2022none listed holders, n.a.21 holders, $13.6bn
Q4 2022none listed holders, n.a.17 holders, $15.5bn
Q1 2023none listed holders, n.a.20 holders, $17.3bn
Q2 2023none listed holders, n.a.25 holders, $19.4bn
Q3 2023none listed holders, n.a.21 holders, $17.2bn
Q4 2023none listed holders, n.a.21 holders, $22.3bn
Q1 202413 holders, $4.5bn22 holders, $21.9bn
Q2 202411 holders, $3.4bn24 holders, $23.6bn
Q3 202410 holders, $4.0bn31 holders, $26.8bn
Q4 202416 holders, $4.3bn31 holders, $25.7bn
Q1 202511 holders, $3.8bn30 holders, $25.2bn
Q2 20259 holders, $3.2bn30 holders, $26.8bn
Q3 20258 holders, $2.4bn31 holders, $26.0bn
Q4 202510 holders, $2.8bn32 holders, $27.7bn
Q1 20267 holders, $2.4bn28 holders, $23.9bn
Q2 20268 holders, $3.2bn31 holders, $24.9bn
CPAY

Corpay Inc

Holders
11
Reported value
$3.4bn
Buyers
4
Sellers
7

Breadth -3 among 94 comparable managers.

Business and payment services
MCO

Moodys Corp

Holders
24
Reported value
$23.6bn
Buyers
13
Sellers
9

Breadth +4 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2024

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CPAY (5)

Brevan Howard Capital Management LP, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Wellington Management Group LLP

Only MCO (18)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, 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.

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