Holders over time
- EFX
- V
| Quarter | EFX | V |
|---|---|---|
| Q3 2020 | 18 holders, $5.4bn | 55 holders, $62.2bn |
| Q4 2020 | 17 holders, $6.2bn | 52 holders, $67.1bn |
| Q1 2021 | 18 holders, $5.7bn | 58 holders, $64.5bn |
| Q2 2021 | 18 holders, $7.5bn | 52 holders, $69.3bn |
| Q3 2021 | 21 holders, $7.5bn | 56 holders, $63.6bn |
| Q4 2021 | 19 holders, $8.7bn | 47 holders, $58.0bn |
| Q1 2022 | 19 holders, $6.8bn | 59 holders, $61.8bn |
| Q2 2022 | 23 holders, $5.8bn | 57 holders, $55.2bn |
| Q3 2022 | 19 holders, $4.6bn | 57 holders, $50.7bn |
| Q4 2022 | 14 holders, $5.0bn | 54 holders, $59.4bn |
| Q1 2023 | 17 holders, $4.8bn | 55 holders, $64.0bn |
| Q2 2023 | 15 holders, $5.3bn | 54 holders, $65.2bn |
| Q3 2023 | 14 holders, $2.8bn | 55 holders, $61.5bn |
| Q4 2023 | 12 holders, $3.7bn | 48 holders, $68.6bn |
| Q1 2024 | 14 holders, $3.7bn | 50 holders, $73.1bn |
| Q2 2024 | 12 holders, $4.0bn | 45 holders, $69.5bn |
| Q3 2024 | 17 holders, $5.5bn | 47 holders, $70.5bn |
| Q4 2024 | 18 holders, $5.2bn | 48 holders, $77.6bn |
| Q1 2025 | 12 holders, $5.3bn | 43 holders, $83.5bn |
| Q2 2025 | 17 holders, $5.3bn | 45 holders, $83.4bn |
| Q3 2025 | 9 holders, $4.6bn | 48 holders, $82.8bn |
| Q4 2025 | 15 holders, $4.4bn | 49 holders, $86.0bn |
| Q1 2026 | 13 holders, $4.4bn | 49 holders, $73.3bn |
| Q2 2026 | 13 holders, $3.9bn | 52 holders, $81.9bn |
Equifax Inc
- Holders
- 12
- Reported value
- $4.0bn
- Buyers
- 5
- Sellers
- 7
Breadth -2 among 94 comparable managers.
Visa Inc
- Holders
- 45
- Reported value
- $69.5bn
- Buyers
- 28
- Sellers
- 17
Breadth +11 among 94 comparable managers.
Who holds both, Q2 2024
Both (10)
Artisan Partners LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc
Only EFX (2)
Only V (35)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, and 10 more
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.