Holders over time
- BFAM
- MCO
| Quarter | BFAM | MCO |
|---|---|---|
| Q3 2020 | 12 holders, $3.1bn | 30 holders, $17.0bn |
| Q4 2020 | 12 holders, $3.5bn | 21 holders, $16.9bn |
| Q1 2021 | 12 holders, $3.4bn | 17 holders, $16.9bn |
| Q2 2021 | 13 holders, $2.4bn | 16 holders, $20.2bn |
| Q3 2021 | 12 holders, $2.2bn | 25 holders, $19.9bn |
| Q4 2021 | 11 holders, $1.8bn | 25 holders, $22.0bn |
| Q1 2022 | 8 holders, $1.9bn | 22 holders, $19.1bn |
| Q2 2022 | 10 holders, $1.4bn | 19 holders, $15.4bn |
| Q3 2022 | 10 holders, $736m | 21 holders, $13.6bn |
| Q4 2022 | 7 holders, $772m | 17 holders, $15.5bn |
| Q1 2023 | 8 holders, $1.0bn | 20 holders, $17.3bn |
| Q2 2023 | 7 holders, $1.3bn | 25 holders, $19.4bn |
| Q3 2023 | 5 holders, $1.2bn | 21 holders, $17.2bn |
| Q4 2023 | 6 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 7 holders, $1.8bn | 22 holders, $21.9bn |
| Q2 2024 | 7 holders, $1.6bn | 24 holders, $23.6bn |
| Q3 2024 | 9 holders, $1.8bn | 31 holders, $26.8bn |
| Q4 2024 | 9 holders, $973m | 31 holders, $25.7bn |
| Q1 2025 | 9 holders, $1.2bn | 30 holders, $25.2bn |
| Q2 2025 | 9 holders, $1.4bn | 30 holders, $26.8bn |
| Q3 2025 | 15 holders, $1.1bn | 31 holders, $26.0bn |
| Q4 2025 | 13 holders, $1.1bn | 32 holders, $27.7bn |
| Q1 2026 | 8 holders, $848m | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $527m | 31 holders, $24.9bn |
Bright Horizons Family Solut
- Holders
- 9
- Reported value
- $973m
- Buyers
- 5
- Sellers
- 4
Breadth +1 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 (5)
Artisan Partners LP, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Two Sigma Investments LP
Only BFAM (4)
AQR Capital Management LLC, Capital World Investors, Durable Capital Partners LP, Point72 Asset Management LP
Only MCO (26)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, and 1 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.