Holders over time
- RHI
- MCO
| Quarter | RHI | MCO |
|---|---|---|
| Q3 2020 | 8 holders, $421m | 30 holders, $17.0bn |
| Q4 2020 | 10 holders, $445m | 21 holders, $16.9bn |
| Q1 2021 | 11 holders, $687m | 17 holders, $16.9bn |
| Q2 2021 | 12 holders, $844m | 16 holders, $20.2bn |
| Q3 2021 | 12 holders, $944m | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $1.2bn | 25 holders, $22.0bn |
| Q1 2022 | 12 holders, $1.6bn | 22 holders, $19.1bn |
| Q2 2022 | 17 holders, $968m | 19 holders, $15.4bn |
| Q3 2022 | 14 holders, $1.0bn | 21 holders, $13.6bn |
| Q4 2022 | 12 holders, $1.6bn | 17 holders, $15.5bn |
| Q1 2023 | 10 holders, $1.6bn | 20 holders, $17.3bn |
| Q2 2023 | 11 holders, $1.5bn | 25 holders, $19.4bn |
| Q3 2023 | 9 holders, $1.4bn | 21 holders, $17.2bn |
| Q4 2023 | 8 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 11 holders, $978m | 22 holders, $21.9bn |
| Q2 2024 | 16 holders, $747m | 24 holders, $23.6bn |
| Q3 2024 | 14 holders, $884m | 31 holders, $26.8bn |
| Q4 2024 | 8 holders, $769m | 31 holders, $25.7bn |
| Q1 2025 | 9 holders, $560m | 30 holders, $25.2bn |
| Q2 2025 | 11 holders, $643m | 30 holders, $26.8bn |
| Q3 2025 | 8 holders, $655m | 31 holders, $26.0bn |
| Q4 2025 | 10 holders, $565m | 32 holders, $27.7bn |
| Q1 2026 | 7 holders, $503m | 28 holders, $23.9bn |
| Q2 2026 | 6 holders, $480m | 31 holders, $24.9bn |
Robert Half Inc.
- Holders
- 16
- Reported value
- $747m
- Buyers
- 13
- Sellers
- 6
Breadth +7 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 (6)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC
Only RHI (10)
AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Squarepoint Ops LLC
Only MCO (18)
Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, 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.