Holders over time
- EFX
- V
| Quarter | EFX | V |
|---|---|---|
| Q3 2020 | 18 holders, $5.4bn | 55 holders, $62.2bn |
| Q4 2020 | 17 holders, $6.2bn | 52 holders, $67.1bn |
| Q1 2021 | 18 holders, $5.7bn | 58 holders, $64.5bn |
| Q2 2021 | 18 holders, $7.5bn | 52 holders, $69.3bn |
| Q3 2021 | 21 holders, $7.5bn | 56 holders, $63.6bn |
| Q4 2021 | 19 holders, $8.7bn | 47 holders, $58.0bn |
| Q1 2022 | 19 holders, $6.8bn | 59 holders, $61.8bn |
| Q2 2022 | 23 holders, $5.8bn | 57 holders, $55.2bn |
| Q3 2022 | 19 holders, $4.6bn | 57 holders, $50.7bn |
| Q4 2022 | 14 holders, $5.0bn | 54 holders, $59.4bn |
| Q1 2023 | 17 holders, $4.8bn | 55 holders, $64.0bn |
| Q2 2023 | 15 holders, $5.3bn | 54 holders, $65.2bn |
| Q3 2023 | 14 holders, $2.8bn | 55 holders, $61.5bn |
| Q4 2023 | 12 holders, $3.7bn | 48 holders, $68.6bn |
| Q1 2024 | 14 holders, $3.7bn | 50 holders, $73.1bn |
| Q2 2024 | 12 holders, $4.0bn | 45 holders, $69.5bn |
| Q3 2024 | 17 holders, $5.5bn | 47 holders, $70.5bn |
| Q4 2024 | 18 holders, $5.2bn | 48 holders, $77.6bn |
| Q1 2025 | 12 holders, $5.3bn | 43 holders, $83.5bn |
| Q2 2025 | 17 holders, $5.3bn | 45 holders, $83.4bn |
| Q3 2025 | 9 holders, $4.6bn | 48 holders, $82.8bn |
| Q4 2025 | 15 holders, $4.4bn | 49 holders, $86.0bn |
| Q1 2026 | 13 holders, $4.4bn | 49 holders, $73.3bn |
| Q2 2026 | 13 holders, $3.9bn | 52 holders, $81.9bn |
Equifax Inc
- Holders
- 17
- Reported value
- $5.5bn
- Buyers
- 11
- Sellers
- 6
Breadth +5 among 94 comparable managers.
Visa Inc
- Holders
- 47
- Reported value
- $70.5bn
- Buyers
- 15
- Sellers
- 29
Breadth -14 among 94 comparable managers.
Who holds both, Q3 2024
Both (14)
Artisan Partners LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Walleye Capital LLC
Only V (33)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Soroban Capital Partners LP, Steadfast Capital Management LP, and 8 more
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.