Holders over time
- WU
- MCO
| Quarter | WU | MCO |
|---|---|---|
| Q3 2020 | 15 holders, $1.7bn | 30 holders, $17.0bn |
| Q4 2020 | 14 holders, $1.6bn | 21 holders, $16.9bn |
| Q1 2021 | 10 holders, $1.3bn | 17 holders, $16.9bn |
| Q2 2021 | 10 holders, $1.3bn | 16 holders, $20.2bn |
| Q3 2021 | 11 holders, $702m | 25 holders, $19.9bn |
| Q4 2021 | 8 holders, $518m | 25 holders, $22.0bn |
| Q1 2022 | 9 holders, $659m | 22 holders, $19.1bn |
| Q2 2022 | 10 holders, $642m | 19 holders, $15.4bn |
| Q3 2022 | 11 holders, $448m | 21 holders, $13.6bn |
| Q4 2022 | 9 holders, $463m | 17 holders, $15.5bn |
| Q1 2023 | 11 holders, $581m | 20 holders, $17.3bn |
| Q2 2023 | 13 holders, $640m | 25 holders, $19.4bn |
| Q3 2023 | 12 holders, $792m | 21 holders, $17.2bn |
| Q4 2023 | 9 holders, $499m | 21 holders, $22.3bn |
| Q1 2024 | 7 holders, $677m | 22 holders, $21.9bn |
| Q2 2024 | 6 holders, $688m | 24 holders, $23.6bn |
| Q3 2024 | 8 holders, $521m | 31 holders, $26.8bn |
| Q4 2024 | 10 holders, $555m | 31 holders, $25.7bn |
| Q1 2025 | 11 holders, $621m | 30 holders, $25.2bn |
| Q2 2025 | 7 holders, $189m | 30 holders, $26.8bn |
| Q3 2025 | 5 holders, $156m | 31 holders, $26.0bn |
| Q4 2025 | 9 holders, $334m | 32 holders, $27.7bn |
| Q1 2026 | 3 holders, $169m | 28 holders, $23.9bn |
| Q2 2026 | 2 holders, $118m | 31 holders, $24.9bn |
Western Un Co
- Holders
- 6
- Reported value
- $688m
- Buyers
- 3
- Sellers
- 3
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
Only MCO (21)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, 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, 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.