Holders over time
- NU
- V
| Quarter | NU | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | none listed holders, n.a. | 52 holders, $69.3bn |
| Q3 2021 | none listed holders, n.a. | 56 holders, $63.6bn |
| Q4 2021 | 10 holders, $5.1bn | 47 holders, $58.0bn |
| Q1 2022 | 9 holders, $4.2bn | 59 holders, $61.8bn |
| Q2 2022 | 9 holders, $1.6bn | 57 holders, $55.2bn |
| Q3 2022 | 12 holders, $1.8bn | 57 holders, $50.7bn |
| Q4 2022 | 14 holders, $2.4bn | 54 holders, $59.4bn |
| Q1 2023 | 15 holders, $2.9bn | 55 holders, $64.0bn |
| Q2 2023 | 22 holders, $5.4bn | 54 holders, $65.2bn |
| Q3 2023 | 25 holders, $6.2bn | 55 holders, $61.5bn |
| Q4 2023 | 27 holders, $7.0bn | 48 holders, $68.6bn |
| Q1 2024 | 29 holders, $11.6bn | 50 holders, $73.1bn |
| Q2 2024 | 30 holders, $13.2bn | 45 holders, $69.5bn |
| Q3 2024 | 21 holders, $12.2bn | 47 holders, $70.5bn |
| Q4 2024 | 25 holders, $9.0bn | 48 holders, $77.6bn |
| Q1 2025 | 21 holders, $8.6bn | 43 holders, $83.5bn |
| Q2 2025 | 32 holders, $11.4bn | 45 holders, $83.4bn |
| Q3 2025 | 33 holders, $13.2bn | 48 holders, $82.8bn |
| Q4 2025 | 33 holders, $13.7bn | 49 holders, $86.0bn |
| Q1 2026 | 26 holders, $10.3bn | 49 holders, $73.3bn |
| Q2 2026 | 23 holders, $9.8bn | 52 holders, $81.9bn |
Nu HLDGS LTD
- Holders
- 21
- Reported value
- $12.2bn
- Buyers
- 9
- Sellers
- 14
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)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Maverick Capital Ltd, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only NU (7)
ARK Investment Management LLC, Baillie Gifford & Co, Coatue Management LLC, Dragoneer Investment Group LLC, Renaissance Technologies LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC
Only V (33)
Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, 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.