Holders over time
- HOOD
- V
| Quarter | HOOD | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | none listed holders, n.a. | 52 holders, $69.3bn |
| Q3 2021 | 8 holders, $2.3bn | 56 holders, $63.6bn |
| Q4 2021 | 5 holders, $898m | 47 holders, $58.0bn |
| Q1 2022 | 5 holders, $599m | 59 holders, $61.8bn |
| Q2 2022 | 6 holders, $356m | 57 holders, $55.2bn |
| Q3 2022 | 3 holders, $343m | 57 holders, $50.7bn |
| Q4 2022 | 6 holders, $273m | 54 holders, $59.4bn |
| Q1 2023 | 6 holders, $363m | 55 holders, $64.0bn |
| Q2 2023 | 9 holders, $481m | 54 holders, $65.2bn |
| Q3 2023 | 9 holders, $565m | 55 holders, $61.5bn |
| Q4 2023 | 9 holders, $858m | 48 holders, $68.6bn |
| Q1 2024 | 13 holders, $1.9bn | 50 holders, $73.1bn |
| Q2 2024 | 19 holders, $1.8bn | 45 holders, $69.5bn |
| Q3 2024 | 18 holders, $1.8bn | 47 holders, $70.5bn |
| Q4 2024 | 27 holders, $5.0bn | 48 holders, $77.6bn |
| Q1 2025 | 22 holders, $4.6bn | 43 holders, $83.5bn |
| Q2 2025 | 29 holders, $8.9bn | 45 holders, $83.4bn |
| Q3 2025 | 28 holders, $10.4bn | 48 holders, $82.8bn |
| Q4 2025 | 22 holders, $6.5bn | 49 holders, $86.0bn |
| Q1 2026 | 23 holders, $4.0bn | 49 holders, $73.3bn |
| Q2 2026 | 18 holders, $6.9bn | 52 holders, $81.9bn |
Robinhood MKTS Inc
- Holders
- 27
- Reported value
- $5.0bn
- Buyers
- 20
- Sellers
- 7
Breadth +13 among 94 comparable managers.
Visa Inc
- Holders
- 48
- Reported value
- $77.6bn
- Buyers
- 15
- Sellers
- 26
Breadth -11 among 94 comparable managers.
Who holds both, Q4 2024
Both (17)
AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only HOOD (10)
ARK Investment Management LLC, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Tybourne Capital Management HK Ltd, Winton Group Ltd
Only V (31)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Soroban Capital Partners LP, Steadfast Capital Management LP, Susquehanna International Group LLP, and 6 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.