Holders over time
- WU
- V
| Quarter | WU | V |
|---|---|---|
| Q3 2020 | 15 holders, $1.7bn | 55 holders, $62.2bn |
| Q4 2020 | 14 holders, $1.6bn | 52 holders, $67.1bn |
| Q1 2021 | 10 holders, $1.3bn | 58 holders, $64.5bn |
| Q2 2021 | 10 holders, $1.3bn | 52 holders, $69.3bn |
| Q3 2021 | 11 holders, $702m | 56 holders, $63.6bn |
| Q4 2021 | 8 holders, $518m | 47 holders, $58.0bn |
| Q1 2022 | 9 holders, $659m | 59 holders, $61.8bn |
| Q2 2022 | 10 holders, $642m | 57 holders, $55.2bn |
| Q3 2022 | 11 holders, $448m | 57 holders, $50.7bn |
| Q4 2022 | 9 holders, $463m | 54 holders, $59.4bn |
| Q1 2023 | 11 holders, $581m | 55 holders, $64.0bn |
| Q2 2023 | 13 holders, $640m | 54 holders, $65.2bn |
| Q3 2023 | 12 holders, $792m | 55 holders, $61.5bn |
| Q4 2023 | 9 holders, $499m | 48 holders, $68.6bn |
| Q1 2024 | 7 holders, $677m | 50 holders, $73.1bn |
| Q2 2024 | 6 holders, $688m | 45 holders, $69.5bn |
| Q3 2024 | 8 holders, $521m | 47 holders, $70.5bn |
| Q4 2024 | 10 holders, $555m | 48 holders, $77.6bn |
| Q1 2025 | 11 holders, $621m | 43 holders, $83.5bn |
| Q2 2025 | 7 holders, $189m | 45 holders, $83.4bn |
| Q3 2025 | 5 holders, $156m | 48 holders, $82.8bn |
| Q4 2025 | 9 holders, $334m | 49 holders, $86.0bn |
| Q1 2026 | 3 holders, $169m | 49 holders, $73.3bn |
| Q2 2026 | 2 holders, $118m | 52 holders, $81.9bn |
Western Un Co
- Holders
- 8
- Reported value
- $521m
- Buyers
- 5
- Sellers
- 3
Breadth +2 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 (7)
AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Holocene Advisors LP, Marshall Wace LLP, Quantbot Technologies LP, T. Rowe Price Associates Inc
Only WU (1)
Only V (40)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, and 15 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.