Holders over time
- URI
- MCO
| Quarter | URI | MCO |
|---|---|---|
| Q3 2020 | 14 holders, $1.5bn | 30 holders, $17.0bn |
| Q4 2020 | 16 holders, $2.1bn | 21 holders, $16.9bn |
| Q1 2021 | 15 holders, $3.0bn | 17 holders, $16.9bn |
| Q2 2021 | 18 holders, $2.3bn | 16 holders, $20.2bn |
| Q3 2021 | 17 holders, $2.9bn | 25 holders, $19.9bn |
| Q4 2021 | 23 holders, $2.7bn | 25 holders, $22.0bn |
| Q1 2022 | 19 holders, $2.5bn | 22 holders, $19.1bn |
| Q2 2022 | 15 holders, $1.8bn | 19 holders, $15.4bn |
| Q3 2022 | 18 holders, $2.1bn | 21 holders, $13.6bn |
| Q4 2022 | 17 holders, $2.9bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $2.6bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $4.0bn | 25 holders, $19.4bn |
| Q3 2023 | 15 holders, $4.7bn | 21 holders, $17.2bn |
| Q4 2023 | 15 holders, $7.1bn | 21 holders, $22.3bn |
| Q1 2024 | 17 holders, $8.7bn | 22 holders, $21.9bn |
| Q2 2024 | 17 holders, $7.8bn | 24 holders, $23.6bn |
| Q3 2024 | 17 holders, $10.9bn | 31 holders, $26.8bn |
| Q4 2024 | 22 holders, $8.1bn | 31 holders, $25.7bn |
| Q1 2025 | 20 holders, $5.8bn | 30 holders, $25.2bn |
| Q2 2025 | 19 holders, $6.6bn | 30 holders, $26.8bn |
| Q3 2025 | 23 holders, $9.6bn | 31 holders, $26.0bn |
| Q4 2025 | 25 holders, $7.5bn | 32 holders, $27.7bn |
| Q1 2026 | 19 holders, $5.4bn | 28 holders, $23.9bn |
| Q2 2026 | 17 holders, $7.5bn | 31 holders, $24.9bn |
United Rentals Inc
- Holders
- 17
- Reported value
- $10.9bn
- Buyers
- 12
- Sellers
- 6
Breadth +6 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 (11)
AllianceBernstein LP, Arrowstreet Capital LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only URI (6)
Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Holocene Advisors LP, Verition Fund Management LLC, Walleye Capital LLC
Only MCO (20)
Acadian Asset Management LLC, Akre Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, 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.