Holders over time
- RHI
- MCO
| Quarter | RHI | MCO |
|---|---|---|
| Q3 2020 | 8 holders, $421m | 30 holders, $17.0bn |
| Q4 2020 | 10 holders, $445m | 21 holders, $16.9bn |
| Q1 2021 | 11 holders, $687m | 17 holders, $16.9bn |
| Q2 2021 | 12 holders, $844m | 16 holders, $20.2bn |
| Q3 2021 | 12 holders, $944m | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $1.2bn | 25 holders, $22.0bn |
| Q1 2022 | 12 holders, $1.6bn | 22 holders, $19.1bn |
| Q2 2022 | 17 holders, $968m | 19 holders, $15.4bn |
| Q3 2022 | 14 holders, $1.0bn | 21 holders, $13.6bn |
| Q4 2022 | 12 holders, $1.6bn | 17 holders, $15.5bn |
| Q1 2023 | 10 holders, $1.6bn | 20 holders, $17.3bn |
| Q2 2023 | 11 holders, $1.5bn | 25 holders, $19.4bn |
| Q3 2023 | 9 holders, $1.4bn | 21 holders, $17.2bn |
| Q4 2023 | 8 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 11 holders, $978m | 22 holders, $21.9bn |
| Q2 2024 | 16 holders, $747m | 24 holders, $23.6bn |
| Q3 2024 | 14 holders, $884m | 31 holders, $26.8bn |
| Q4 2024 | 8 holders, $769m | 31 holders, $25.7bn |
| Q1 2025 | 9 holders, $560m | 30 holders, $25.2bn |
| Q2 2025 | 11 holders, $643m | 30 holders, $26.8bn |
| Q3 2025 | 8 holders, $655m | 31 holders, $26.0bn |
| Q4 2025 | 10 holders, $565m | 32 holders, $27.7bn |
| Q1 2026 | 7 holders, $503m | 28 holders, $23.9bn |
| Q2 2026 | 6 holders, $480m | 31 holders, $24.9bn |
Robert Half Inc.
- Holders
- 14
- Reported value
- $884m
- Buyers
- 7
- Sellers
- 8
Breadth -1 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 (8)
Acadian Asset Management LLC, AllianceBernstein LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Quantbot Technologies LP, Voloridge Investment Management LLC
Only RHI (6)
AQR Capital Management LLC, Capital Research Global Investors, Holocene Advisors LP, Millennium Management LLC, Point72 Asset Management LP, Winton Group Ltd
Only MCO (23)
Akre Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, 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
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.