Holders over time
- URI
- MCO
| Quarter | URI | MCO |
|---|---|---|
| Q3 2020 | 14 holders, $1.5bn | 30 holders, $17.0bn |
| Q4 2020 | 16 holders, $2.1bn | 21 holders, $16.9bn |
| Q1 2021 | 15 holders, $3.0bn | 17 holders, $16.9bn |
| Q2 2021 | 18 holders, $2.3bn | 16 holders, $20.2bn |
| Q3 2021 | 17 holders, $2.9bn | 25 holders, $19.9bn |
| Q4 2021 | 23 holders, $2.7bn | 25 holders, $22.0bn |
| Q1 2022 | 19 holders, $2.5bn | 22 holders, $19.1bn |
| Q2 2022 | 15 holders, $1.8bn | 19 holders, $15.4bn |
| Q3 2022 | 18 holders, $2.1bn | 21 holders, $13.6bn |
| Q4 2022 | 17 holders, $2.9bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $2.6bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $4.0bn | 25 holders, $19.4bn |
| Q3 2023 | 15 holders, $4.7bn | 21 holders, $17.2bn |
| Q4 2023 | 15 holders, $7.1bn | 21 holders, $22.3bn |
| Q1 2024 | 17 holders, $8.7bn | 22 holders, $21.9bn |
| Q2 2024 | 17 holders, $7.8bn | 24 holders, $23.6bn |
| Q3 2024 | 17 holders, $10.9bn | 31 holders, $26.8bn |
| Q4 2024 | 22 holders, $8.1bn | 31 holders, $25.7bn |
| Q1 2025 | 20 holders, $5.8bn | 30 holders, $25.2bn |
| Q2 2025 | 19 holders, $6.6bn | 30 holders, $26.8bn |
| Q3 2025 | 23 holders, $9.6bn | 31 holders, $26.0bn |
| Q4 2025 | 25 holders, $7.5bn | 32 holders, $27.7bn |
| Q1 2026 | 19 holders, $5.4bn | 28 holders, $23.9bn |
| Q2 2026 | 17 holders, $7.5bn | 31 holders, $24.9bn |
United Rentals Inc
- Holders
- 17
- Reported value
- $7.8bn
- Buyers
- 11
- Sellers
- 7
Breadth +4 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 (11)
AllianceBernstein LP, Bridgewater Associates LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only URI (6)
AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Holocene Advisors LP, Quantbot Technologies LP
Only MCO (13)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Dodge & Cox, Harris Associates LP, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, 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.