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SF · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SFV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SF
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterSFV
Q3 20204 holders, $201m55 holders, $62.2bn
Q4 20204 holders, $534m52 holders, $67.1bn
Q1 20214 holders, $701m58 holders, $64.5bn
Q2 20217 holders, $853m52 holders, $69.3bn
Q3 20216 holders, $936m56 holders, $63.6bn
Q4 202111 holders, $983m47 holders, $58.0bn
Q1 202212 holders, $1.1bn59 holders, $61.8bn
Q2 202212 holders, $869m57 holders, $55.2bn
Q3 202211 holders, $802m57 holders, $50.7bn
Q4 20229 holders, $850m54 holders, $59.4bn
Q1 202310 holders, $808m55 holders, $64.0bn
Q2 202311 holders, $794m54 holders, $65.2bn
Q3 20237 holders, $691m55 holders, $61.5bn
Q4 20235 holders, $794m48 holders, $68.6bn
Q1 20245 holders, $846m50 holders, $73.1bn
Q2 20248 holders, $1.3bn45 holders, $69.5bn
Q3 20247 holders, $1.7bn47 holders, $70.5bn
Q4 202410 holders, $2.0bn48 holders, $77.6bn
Q1 202511 holders, $1.9bn43 holders, $83.5bn
Q2 202512 holders, $2.2bn45 holders, $83.4bn
Q3 202513 holders, $2.1bn48 holders, $82.8bn
Q4 202517 holders, $2.4bn49 holders, $86.0bn
Q1 202618 holders, $2.4bn49 holders, $73.3bn
Q2 202616 holders, $2.0bn52 holders, $81.9bn
SF

Stifel Finl Corp

Holders
7
Reported value
$1.7bn
Buyers
4
Sellers
3

Breadth +1 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
47
Reported value
$70.5bn
Buyers
15
Sellers
29

Breadth -14 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SF (1)

Balyasny Asset Management LLC

Only V (41)

Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., 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, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, and 16 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.

Back to the 13F Explorer →