Holders over time
- ACM
- MCO
| Quarter | ACM | MCO |
|---|---|---|
| Q3 2020 | 12 holders, $1.5bn | 30 holders, $17.0bn |
| Q4 2020 | 12 holders, $1.5bn | 21 holders, $16.9bn |
| Q1 2021 | 8 holders, $1.7bn | 17 holders, $16.9bn |
| Q2 2021 | 7 holders, $1.5bn | 16 holders, $20.2bn |
| Q3 2021 | 7 holders, $1.4bn | 25 holders, $19.9bn |
| Q4 2021 | 6 holders, $1.6bn | 25 holders, $22.0bn |
| Q1 2022 | 5 holders, $1.8bn | 22 holders, $19.1bn |
| Q2 2022 | 6 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 6 holders, $1.3bn | 21 holders, $13.6bn |
| Q4 2022 | 9 holders, $1.5bn | 17 holders, $15.5bn |
| Q1 2023 | 9 holders, $1.1bn | 20 holders, $17.3bn |
| Q2 2023 | 7 holders, $883m | 25 holders, $19.4bn |
| Q3 2023 | 6 holders, $739m | 21 holders, $17.2bn |
| Q4 2023 | 10 holders, $797m | 21 holders, $22.3bn |
| Q1 2024 | 14 holders, $894m | 22 holders, $21.9bn |
| Q2 2024 | 12 holders, $679m | 24 holders, $23.6bn |
| Q3 2024 | 13 holders, $1.0bn | 31 holders, $26.8bn |
| Q4 2024 | 9 holders, $701m | 31 holders, $25.7bn |
| Q1 2025 | 11 holders, $511m | 30 holders, $25.2bn |
| Q2 2025 | 11 holders, $986m | 30 holders, $26.8bn |
| Q3 2025 | 10 holders, $1.2bn | 31 holders, $26.0bn |
| Q4 2025 | 11 holders, $759m | 32 holders, $27.7bn |
| Q1 2026 | 12 holders, $279m | 28 holders, $23.9bn |
| Q2 2026 | 13 holders, $549m | 31 holders, $24.9bn |
Aecom Technology Corp
- Holders
- 13
- Reported value
- $1.0bn
- Buyers
- 8
- Sellers
- 6
Breadth +2 among 94 comparable managers.
Moodys Corp
- Holders
- 31
- Reported value
- $26.8bn
- Buyers
- 15
- Sellers
- 13
Breadth +2 among 94 comparable managers.
Who holds both, Q3 2024
Both (9)
AllianceBernstein LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only ACM (4)
AQR Capital Management LLC, Caxton Associates LLP, Holocene Advisors LP, Verition Fund Management LLC
Only MCO (22)
Acadian Asset Management LLC, Akre Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd
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.