Holders over time
- UNM
- V
| Quarter | UNM | V |
|---|---|---|
| Q3 2020 | 10 holders, $491m | 55 holders, $62.2bn |
| Q4 2020 | 11 holders, $621m | 52 holders, $67.1bn |
| Q1 2021 | 7 holders, $675m | 58 holders, $64.5bn |
| Q2 2021 | 8 holders, $766m | 52 holders, $69.3bn |
| Q3 2021 | 12 holders, $717m | 56 holders, $63.6bn |
| Q4 2021 | 9 holders, $264m | 47 holders, $58.0bn |
| Q1 2022 | 12 holders, $822m | 59 holders, $61.8bn |
| Q2 2022 | 10 holders, $994m | 57 holders, $55.2bn |
| Q3 2022 | 12 holders, $1.2bn | 57 holders, $50.7bn |
| Q4 2022 | 13 holders, $1.2bn | 54 holders, $59.4bn |
| Q1 2023 | 19 holders, $1.1bn | 55 holders, $64.0bn |
| Q2 2023 | 15 holders, $1.3bn | 54 holders, $65.2bn |
| Q3 2023 | 13 holders, $1.3bn | 55 holders, $61.5bn |
| Q4 2023 | 14 holders, $1.1bn | 48 holders, $68.6bn |
| Q1 2024 | 15 holders, $1.5bn | 50 holders, $73.1bn |
| Q2 2024 | 9 holders, $1.3bn | 45 holders, $69.5bn |
| Q3 2024 | 13 holders, $1.4bn | 47 holders, $70.5bn |
| Q4 2024 | 16 holders, $1.4bn | 48 holders, $77.6bn |
| Q1 2025 | 16 holders, $1.3bn | 43 holders, $83.5bn |
| Q2 2025 | 14 holders, $1.2bn | 45 holders, $83.4bn |
| Q3 2025 | 13 holders, $1.1bn | 48 holders, $82.8bn |
| Q4 2025 | 15 holders, $1.2bn | 49 holders, $86.0bn |
| Q1 2026 | 17 holders, $1.4bn | 49 holders, $73.3bn |
| Q2 2026 | 17 holders, $1.9bn | 52 holders, $81.9bn |
Unum Group
- Holders
- 13
- Reported value
- $1.4bn
- Buyers
- 8
- Sellers
- 5
Breadth +3 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 (10)
AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Fidelity (FMR LLC), Man Group PLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
Only UNM (3)
Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, Woodline Partners LP
Only V (37)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, 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, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, and 12 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.