Holders over time
- NSP
- MCO
| Quarter | NSP | MCO |
|---|---|---|
| Q3 2020 | 6 holders, $60m | 30 holders, $17.0bn |
| Q4 2020 | 7 holders, $67m | 21 holders, $16.9bn |
| Q1 2021 | 2 holders, $44m | 17 holders, $16.9bn |
| Q2 2021 | 3 holders, $64m | 16 holders, $20.2bn |
| Q3 2021 | 3 holders, $74m | 25 holders, $19.9bn |
| Q4 2021 | 6 holders, $188m | 25 holders, $22.0bn |
| Q1 2022 | 7 holders, $177m | 22 holders, $19.1bn |
| Q2 2022 | 8 holders, $190m | 19 holders, $15.4bn |
| Q3 2022 | 7 holders, $197m | 21 holders, $13.6bn |
| Q4 2022 | 7 holders, $218m | 17 holders, $15.5bn |
| Q1 2023 | 9 holders, $228m | 20 holders, $17.3bn |
| Q2 2023 | 7 holders, $183m | 25 holders, $19.4bn |
| Q3 2023 | 6 holders, $99m | 21 holders, $17.2bn |
| Q4 2023 | 7 holders, $159m | 21 holders, $22.3bn |
| Q1 2024 | 11 holders, $166m | 22 holders, $21.9bn |
| Q2 2024 | 6 holders, $105m | 24 holders, $23.6bn |
| Q3 2024 | 6 holders, $124m | 31 holders, $26.8bn |
| Q4 2024 | 8 holders, $74m | 31 holders, $25.7bn |
| Q1 2025 | 4 holders, $19m | 30 holders, $25.2bn |
| Q2 2025 | 6 holders, $36m | 30 holders, $26.8bn |
| Q3 2025 | 5 holders, $30m | 31 holders, $26.0bn |
| Q4 2025 | 5 holders, $41m | 32 holders, $27.7bn |
| Q1 2026 | 2 holders, $9.7m | 28 holders, $23.9bn |
| Q2 2026 | 2 holders, $15m | 31 holders, $24.9bn |
Insperity Inc
- Holders
- 6
- Reported value
- $124m
- Buyers
- 6
- Sellers
- 0
Breadth +6 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 (5)
Acadian Asset Management LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Quantbot Technologies LP
Only NSP (1)
Only MCO (26)
Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, and 1 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.