Holders over time
- CSGP
- MCO
| Quarter | CSGP | MCO |
|---|---|---|
| Q3 2020 | 20 holders, $8.8bn | 30 holders, $17.0bn |
| Q4 2020 | 21 holders, $9.3bn | 21 holders, $16.9bn |
| Q1 2021 | 19 holders, $8.6bn | 17 holders, $16.9bn |
| Q2 2021 | 21 holders, $8.4bn | 16 holders, $20.2bn |
| Q3 2021 | 15 holders, $8.4bn | 25 holders, $19.9bn |
| Q4 2021 | 19 holders, $6.9bn | 25 holders, $22.0bn |
| Q1 2022 | 18 holders, $5.0bn | 22 holders, $19.1bn |
| Q2 2022 | 23 holders, $5.0bn | 19 holders, $15.4bn |
| Q3 2022 | 20 holders, $5.0bn | 21 holders, $13.6bn |
| Q4 2022 | 22 holders, $5.3bn | 17 holders, $15.5bn |
| Q1 2023 | 19 holders, $4.3bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $5.5bn | 25 holders, $19.4bn |
| Q3 2023 | 16 holders, $4.6bn | 21 holders, $17.2bn |
| Q4 2023 | 13 holders, $5.1bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $5.7bn | 22 holders, $21.9bn |
| Q2 2024 | 15 holders, $4.1bn | 24 holders, $23.6bn |
| Q3 2024 | 13 holders, $3.8bn | 31 holders, $26.8bn |
| Q4 2024 | 15 holders, $3.3bn | 31 holders, $25.7bn |
| Q1 2025 | 16 holders, $3.8bn | 30 holders, $25.2bn |
| Q2 2025 | 16 holders, $4.5bn | 30 holders, $26.8bn |
| Q3 2025 | 14 holders, $4.8bn | 31 holders, $26.0bn |
| Q4 2025 | 13 holders, $4.5bn | 32 holders, $27.7bn |
| Q1 2026 | 14 holders, $3.0bn | 28 holders, $23.9bn |
| Q2 2026 | 15 holders, $1.8bn | 31 holders, $24.9bn |
Costar Group Inc
- Holders
- 15
- Reported value
- $4.1bn
- Buyers
- 12
- Sellers
- 3
Breadth +9 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 (9)
Akre Capital Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only CSGP (6)
Artisan Partners LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Tudor Investment Corp
Only MCO (15)
Acadian Asset Management LLC, AllianceBernstein LP, Berkshire Hathaway Inc, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Marshall Wace LLP, 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, 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.