Holders over time
- FISV
- MCO
| Quarter | FISV | MCO |
|---|---|---|
| Q3 2020 | 30 holders, $12.0bn | 30 holders, $17.0bn |
| Q4 2020 | 29 holders, $13.3bn | 21 holders, $16.9bn |
| Q1 2021 | 21 holders, $15.8bn | 17 holders, $16.9bn |
| Q2 2021 | 24 holders, $15.1bn | 16 holders, $20.2bn |
| Q3 2021 | 20 holders, $15.9bn | 25 holders, $19.9bn |
| Q4 2021 | 21 holders, $17.2bn | 25 holders, $22.0bn |
| Q1 2022 | 20 holders, $15.9bn | 22 holders, $19.1bn |
| Q2 2022 | 19 holders, $14.3bn | 19 holders, $15.4bn |
| Q3 2022 | 23 holders, $15.4bn | 21 holders, $13.6bn |
| Q4 2022 | 24 holders, $17.4bn | 17 holders, $15.5bn |
| Q1 2023 | 27 holders, $20.1bn | 20 holders, $17.3bn |
| Q2 2023 | 28 holders, $22.2bn | 25 holders, $19.4bn |
| Q3 2023 | 31 holders, $18.7bn | 21 holders, $17.2bn |
| Q4 2023 | 28 holders, $21.0bn | 21 holders, $22.3bn |
| Q1 2024 | 23 holders, $24.6bn | 22 holders, $21.9bn |
| Q2 2024 | 23 holders, $21.3bn | 24 holders, $23.6bn |
| Q3 2024 | 23 holders, $24.9bn | 31 holders, $26.8bn |
| Q4 2024 | 26 holders, $28.5bn | 31 holders, $25.7bn |
| Q1 2025 | 27 holders, $29.0bn | 30 holders, $25.2bn |
| Q2 2025 | 35 holders, $20.2bn | 30 holders, $26.8bn |
| Q3 2025 | 34 holders, $15.0bn | 31 holders, $26.0bn |
| Q4 2025 | 35 holders, $7.4bn | 32 holders, $27.7bn |
| Q1 2026 | 24 holders, $6.8bn | 28 holders, $23.9bn |
| Q2 2026 | 17 holders, $5.8bn | 31 holders, $24.9bn |
Fiserv Inc
- Holders
- 23
- Reported value
- $24.9bn
- Buyers
- 12
- Sellers
- 14
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 (16)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only FISV (7)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Egerton Capital UK LLP, Verition Fund Management LLC, Winton Group Ltd
Only MCO (15)
Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, ExodusPoint Capital Management LP, GAMCO Investors Inc, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP
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.