Holders over time
- G
- MCO
| Quarter | G | MCO |
|---|---|---|
| Q3 2020 | 13 holders, $2.4bn | 30 holders, $17.0bn |
| Q4 2020 | 11 holders, $2.6bn | 21 holders, $16.9bn |
| Q1 2021 | 10 holders, $2.7bn | 17 holders, $16.9bn |
| Q2 2021 | 7 holders, $2.4bn | 16 holders, $20.2bn |
| Q3 2021 | 8 holders, $2.4bn | 25 holders, $19.9bn |
| Q4 2021 | 7 holders, $2.6bn | 25 holders, $22.0bn |
| Q1 2022 | 7 holders, $2.1bn | 22 holders, $19.1bn |
| Q2 2022 | 6 holders, $1.8bn | 19 holders, $15.4bn |
| Q3 2022 | 5 holders, $1.7bn | 21 holders, $13.6bn |
| Q4 2022 | 7 holders, $1.8bn | 17 holders, $15.5bn |
| Q1 2023 | 5 holders, $1.7bn | 20 holders, $17.3bn |
| Q2 2023 | 6 holders, $1.4bn | 25 holders, $19.4bn |
| Q3 2023 | 8 holders, $1.4bn | 21 holders, $17.2bn |
| Q4 2023 | 11 holders, $1.3bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $1.1bn | 22 holders, $21.9bn |
| Q2 2024 | 9 holders, $1.1bn | 24 holders, $23.6bn |
| Q3 2024 | 8 holders, $1.2bn | 31 holders, $26.8bn |
| Q4 2024 | 7 holders, $1.1bn | 31 holders, $25.7bn |
| Q1 2025 | 10 holders, $1.3bn | 30 holders, $25.2bn |
| Q2 2025 | 9 holders, $1.3bn | 30 holders, $26.8bn |
| Q3 2025 | 6 holders, $1.0bn | 31 holders, $26.0bn |
| Q4 2025 | 6 holders, $1.3bn | 32 holders, $27.7bn |
| Q1 2026 | 6 holders, $1.2bn | 28 holders, $23.9bn |
| Q2 2026 | 4 holders, $256m | 31 holders, $24.9bn |
Genpact Limited
- Holders
- 9
- Reported value
- $1.1bn
- Buyers
- 4
- Sellers
- 6
Breadth -2 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 (4)
AllianceBernstein LP, Bridgewater Associates LP, Fidelity (FMR LLC), Voloridge Investment Management LLC
Only G (5)
Artisan Partners LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., Holocene Advisors LP, Woodline Partners LP
Only MCO (20)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, 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, 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.