Holders over time
- CRTO
- MCO
| Quarter | CRTO | MCO |
|---|---|---|
| Q3 2020 | 2 holders, $102m | 30 holders, $17.0bn |
| Q4 2020 | 3 holders, $271m | 21 holders, $16.9bn |
| Q1 2021 | 3 holders, $411m | 17 holders, $16.9bn |
| Q2 2021 | 3 holders, $471m | 16 holders, $20.2bn |
| Q3 2021 | 4 holders, $411m | 25 holders, $19.9bn |
| Q4 2021 | 5 holders, $539m | 25 holders, $22.0bn |
| Q1 2022 | 4 holders, $408m | 22 holders, $19.1bn |
| Q2 2022 | 5 holders, $397m | 19 holders, $15.4bn |
| Q3 2022 | 6 holders, $443m | 21 holders, $13.6bn |
| Q4 2022 | 6 holders, $417m | 17 holders, $15.5bn |
| Q1 2023 | 6 holders, $510m | 20 holders, $17.3bn |
| Q2 2023 | 9 holders, $550m | 25 holders, $19.4bn |
| Q3 2023 | 5 holders, $422m | 21 holders, $17.2bn |
| Q4 2023 | 5 holders, $383m | 21 holders, $22.3bn |
| Q1 2024 | 4 holders, $497m | 22 holders, $21.9bn |
| Q2 2024 | 7 holders, $566m | 24 holders, $23.6bn |
| Q3 2024 | 7 holders, $625m | 31 holders, $26.8bn |
| Q4 2024 | 7 holders, $631m | 31 holders, $25.7bn |
| Q1 2025 | 4 holders, $495m | 30 holders, $25.2bn |
| Q2 2025 | 4 holders, $344m | 30 holders, $26.8bn |
| Q3 2025 | 4 holders, $361m | 31 holders, $26.0bn |
| Q4 2025 | 4 holders, $239m | 32 holders, $27.7bn |
| Q1 2026 | 2 holders, $180m | 28 holders, $23.9bn |
| Q2 2026 | 2 holders, $185m | 31 holders, $24.9bn |
Criteo S A
- Holders
- 7
- Reported value
- $631m
- Buyers
- 5
- Sellers
- 2
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 (5)
Acadian Asset Management LLC, AllianceBernstein LP, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC
Only CRTO (2)
Only MCO (26)
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, 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, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, 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.