Holders over time
- WSC
- MCO
| Quarter | WSC | MCO |
|---|---|---|
| Q3 2020 | 9 holders, $177m | 30 holders, $17.0bn |
| Q4 2020 | 4 holders, $145m | 21 holders, $16.9bn |
| Q1 2021 | 6 holders, $186m | 17 holders, $16.9bn |
| Q2 2021 | 8 holders, $268m | 16 holders, $20.2bn |
| Q3 2021 | 9 holders, $244m | 25 holders, $19.9bn |
| Q4 2021 | 8 holders, $1.0bn | 25 holders, $22.0bn |
| Q1 2022 | 10 holders, $1.0bn | 22 holders, $19.1bn |
| Q2 2022 | 11 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 14 holders, $1.6bn | 21 holders, $13.6bn |
| Q4 2022 | 13 holders, $1.8bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $1.9bn | 20 holders, $17.3bn |
| Q2 2023 | 19 holders, $2.1bn | 25 holders, $19.4bn |
| Q3 2023 | 12 holders, $1.5bn | 21 holders, $17.2bn |
| Q4 2023 | 14 holders, $1.5bn | 21 holders, $22.3bn |
| Q1 2024 | 13 holders, $1.7bn | 22 holders, $21.9bn |
| Q2 2024 | 8 holders, $705m | 24 holders, $23.6bn |
| Q3 2024 | 8 holders, $840m | 31 holders, $26.8bn |
| Q4 2024 | 12 holders, $573m | 31 holders, $25.7bn |
| Q1 2025 | 8 holders, $381m | 30 holders, $25.2bn |
| Q2 2025 | 10 holders, $357m | 30 holders, $26.8bn |
| Q3 2025 | 8 holders, $213m | 31 holders, $26.0bn |
| Q4 2025 | 5 holders, $221m | 32 holders, $27.7bn |
| Q1 2026 | 6 holders, $202m | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $1.0bn | 31 holders, $24.9bn |
Willscot Mobil Mini HLDNG Co
- Holders
- 8
- Reported value
- $705m
- Buyers
- 6
- Sellers
- 6
Breadth 0 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, Moore Capital Management LP, T. Rowe Price Associates Inc
Only WSC (4)
Baupost Group LLC, Capital World Investors, Holocene Advisors LP, Quantbot Technologies LP
Only MCO (20)
Acadian Asset Management LLC, 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, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, 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.