Holders over time
- ACN
- MCO
| Quarter | ACN | MCO |
|---|---|---|
| Q3 2020 | 22 holders, $19.2bn | 30 holders, $17.0bn |
| Q4 2020 | 22 holders, $21.9bn | 21 holders, $16.9bn |
| Q1 2021 | 24 holders, $21.5bn | 17 holders, $16.9bn |
| Q2 2021 | 32 holders, $24.0bn | 16 holders, $20.2bn |
| Q3 2021 | 35 holders, $26.3bn | 25 holders, $19.9bn |
| Q4 2021 | 25 holders, $33.7bn | 25 holders, $22.0bn |
| Q1 2022 | 34 holders, $26.5bn | 22 holders, $19.1bn |
| Q2 2022 | 32 holders, $21.5bn | 19 holders, $15.4bn |
| Q3 2022 | 33 holders, $20.0bn | 21 holders, $13.6bn |
| Q4 2022 | 32 holders, $21.2bn | 17 holders, $15.5bn |
| Q1 2023 | 28 holders, $21.5bn | 20 holders, $17.3bn |
| Q2 2023 | 19 holders, $22.0bn | 25 holders, $19.4bn |
| Q3 2023 | 23 holders, $21.8bn | 21 holders, $17.2bn |
| Q4 2023 | 23 holders, $23.6bn | 21 holders, $22.3bn |
| Q1 2024 | 23 holders, $22.2bn | 22 holders, $21.9bn |
| Q2 2024 | 33 holders, $18.1bn | 24 holders, $23.6bn |
| Q3 2024 | 28 holders, $20.4bn | 31 holders, $26.8bn |
| Q4 2024 | 28 holders, $20.2bn | 31 holders, $25.7bn |
| Q1 2025 | 26 holders, $18.0bn | 30 holders, $25.2bn |
| Q2 2025 | 24 holders, $15.4bn | 30 holders, $26.8bn |
| Q3 2025 | 33 holders, $13.1bn | 31 holders, $26.0bn |
| Q4 2025 | 24 holders, $13.7bn | 32 holders, $27.7bn |
| Q1 2026 | 30 holders, $10.0bn | 28 holders, $23.9bn |
| Q2 2026 | 24 holders, $3.6bn | 31 holders, $24.9bn |
Accenture PLC Ireland
- Holders
- 28
- Reported value
- $20.2bn
- Buyers
- 15
- Sellers
- 12
Breadth +3 among 94 comparable managers.
Moodys Corp
- Holders
- 31
- Reported value
- $25.7bn
- Buyers
- 11
- Sellers
- 16
Breadth -5 among 94 comparable managers.
Who holds both, Q4 2024
Both (13)
Acadian Asset Management LLC, AllianceBernstein LP, Citadel Advisors LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc
Only ACN (15)
AQR Capital Management LLC, Capital Research Global Investors, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Holocene Advisors LP, Jane Street Group LLC, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only MCO (18)
Akre Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Maverick Capital Ltd, Moore Capital Management LP, Renaissance Technologies LLC, 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.