Holders over time
- EFX
- MCO
| Quarter | EFX | MCO |
|---|---|---|
| Q3 2020 | 18 holders, $5.4bn | 30 holders, $17.0bn |
| Q4 2020 | 17 holders, $6.2bn | 21 holders, $16.9bn |
| Q1 2021 | 18 holders, $5.7bn | 17 holders, $16.9bn |
| Q2 2021 | 18 holders, $7.5bn | 16 holders, $20.2bn |
| Q3 2021 | 21 holders, $7.5bn | 25 holders, $19.9bn |
| Q4 2021 | 19 holders, $8.7bn | 25 holders, $22.0bn |
| Q1 2022 | 19 holders, $6.8bn | 22 holders, $19.1bn |
| Q2 2022 | 23 holders, $5.8bn | 19 holders, $15.4bn |
| Q3 2022 | 19 holders, $4.6bn | 21 holders, $13.6bn |
| Q4 2022 | 14 holders, $5.0bn | 17 holders, $15.5bn |
| Q1 2023 | 17 holders, $4.8bn | 20 holders, $17.3bn |
| Q2 2023 | 15 holders, $5.3bn | 25 holders, $19.4bn |
| Q3 2023 | 14 holders, $2.8bn | 21 holders, $17.2bn |
| Q4 2023 | 12 holders, $3.7bn | 21 holders, $22.3bn |
| Q1 2024 | 14 holders, $3.7bn | 22 holders, $21.9bn |
| Q2 2024 | 12 holders, $4.0bn | 24 holders, $23.6bn |
| Q3 2024 | 17 holders, $5.5bn | 31 holders, $26.8bn |
| Q4 2024 | 18 holders, $5.2bn | 31 holders, $25.7bn |
| Q1 2025 | 12 holders, $5.3bn | 30 holders, $25.2bn |
| Q2 2025 | 17 holders, $5.3bn | 30 holders, $26.8bn |
| Q3 2025 | 9 holders, $4.6bn | 31 holders, $26.0bn |
| Q4 2025 | 15 holders, $4.4bn | 32 holders, $27.7bn |
| Q1 2026 | 13 holders, $4.4bn | 28 holders, $23.9bn |
| Q2 2026 | 13 holders, $3.9bn | 31 holders, $24.9bn |
Equifax Inc
- Holders
- 18
- Reported value
- $5.2bn
- Buyers
- 8
- Sellers
- 8
Breadth 0 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 (14)
Artisan Partners LP, Brevan Howard Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Harris Associates LP, Invesco Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP
Only EFX (4)
Holocene Advisors LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP
Only MCO (17)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Quantbot Technologies LP, TCI Fund Management Ltd
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.