Holders over time
- JXN
- V
| Quarter | JXN | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | none listed holders, n.a. | 52 holders, $69.3bn |
| Q3 2021 | 7 holders, $187m | 56 holders, $63.6bn |
| Q4 2021 | 6 holders, $298m | 47 holders, $58.0bn |
| Q1 2022 | 8 holders, $311m | 59 holders, $61.8bn |
| Q2 2022 | 5 holders, $200m | 57 holders, $55.2bn |
| Q3 2022 | 8 holders, $390m | 57 holders, $50.7bn |
| Q4 2022 | 10 holders, $488m | 54 holders, $59.4bn |
| Q1 2023 | 9 holders, $523m | 55 holders, $64.0bn |
| Q2 2023 | 12 holders, $418m | 54 holders, $65.2bn |
| Q3 2023 | 10 holders, $400m | 55 holders, $61.5bn |
| Q4 2023 | 9 holders, $425m | 48 holders, $68.6bn |
| Q1 2024 | 10 holders, $348m | 50 holders, $73.1bn |
| Q2 2024 | 10 holders, $261m | 45 holders, $69.5bn |
| Q3 2024 | 5 holders, $297m | 47 holders, $70.5bn |
| Q4 2024 | 7 holders, $267m | 48 holders, $77.6bn |
| Q1 2025 | 9 holders, $269m | 43 holders, $83.5bn |
| Q2 2025 | 7 holders, $254m | 45 holders, $83.4bn |
| Q3 2025 | 10 holders, $343m | 48 holders, $82.8bn |
| Q4 2025 | 9 holders, $421m | 49 holders, $86.0bn |
| Q1 2026 | 8 holders, $328m | 49 holders, $73.3bn |
| Q2 2026 | 8 holders, $312m | 52 holders, $81.9bn |
Jackson Financial Inc
- Holders
- 10
- Reported value
- $261m
- Buyers
- 4
- Sellers
- 5
Breadth -1 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 (7)
Acadian Asset Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Man Group PLC, Quantbot Technologies LP, Voloridge Investment Management LLC
Only JXN (3)
Caxton Associates LLP, Winton Group Ltd, Woodline Partners LP
Only V (38)
Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, and 13 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.