Holders over time
- PAYX
- MCO
| Quarter | PAYX | MCO |
|---|---|---|
| Q3 2020 | 11 holders, $605m | 30 holders, $17.0bn |
| Q4 2020 | 10 holders, $561m | 21 holders, $16.9bn |
| Q1 2021 | 7 holders, $515m | 17 holders, $16.9bn |
| Q2 2021 | 9 holders, $863m | 16 holders, $20.2bn |
| Q3 2021 | 18 holders, $1.2bn | 25 holders, $19.9bn |
| Q4 2021 | 17 holders, $1.4bn | 25 holders, $22.0bn |
| Q1 2022 | 15 holders, $1.4bn | 22 holders, $19.1bn |
| Q2 2022 | 18 holders, $1.4bn | 19 holders, $15.4bn |
| Q3 2022 | 25 holders, $1.4bn | 21 holders, $13.6bn |
| Q4 2022 | 20 holders, $1.4bn | 17 holders, $15.5bn |
| Q1 2023 | 21 holders, $1.9bn | 20 holders, $17.3bn |
| Q2 2023 | 23 holders, $1.9bn | 25 holders, $19.4bn |
| Q3 2023 | 19 holders, $1.6bn | 21 holders, $17.2bn |
| Q4 2023 | 17 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 15 holders, $1.1bn | 22 holders, $21.9bn |
| Q2 2024 | 10 holders, $1.2bn | 24 holders, $23.6bn |
| Q3 2024 | 9 holders, $1.3bn | 31 holders, $26.8bn |
| Q4 2024 | 9 holders, $1.4bn | 31 holders, $25.7bn |
| Q1 2025 | 10 holders, $1.5bn | 30 holders, $25.2bn |
| Q2 2025 | 14 holders, $1.6bn | 30 holders, $26.8bn |
| Q3 2025 | 19 holders, $1.5bn | 31 holders, $26.0bn |
| Q4 2025 | 12 holders, $2.1bn | 32 holders, $27.7bn |
| Q1 2026 | 14 holders, $2.0bn | 28 holders, $23.9bn |
| Q2 2026 | 10 holders, $1.9bn | 31 holders, $24.9bn |
Paychex Inc
- Holders
- 9
- Reported value
- $1.3bn
- Buyers
- 3
- Sellers
- 3
Breadth 0 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 (7)
AllianceBernstein LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Voloridge Investment Management LLC
Only PAYX (2)
Only MCO (24)
Acadian Asset Management LLC, Akre Capital Management LLC, 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, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, 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.