Holders over time
- MCO
- V
| Quarter | MCO | V |
|---|---|---|
| Q3 2020 | 30 holders, $17.0bn | 55 holders, $62.2bn |
| Q4 2020 | 21 holders, $16.9bn | 52 holders, $67.1bn |
| Q1 2021 | 17 holders, $16.9bn | 58 holders, $64.5bn |
| Q2 2021 | 16 holders, $20.2bn | 52 holders, $69.3bn |
| Q3 2021 | 25 holders, $19.9bn | 56 holders, $63.6bn |
| Q4 2021 | 25 holders, $22.0bn | 47 holders, $58.0bn |
| Q1 2022 | 22 holders, $19.1bn | 59 holders, $61.8bn |
| Q2 2022 | 19 holders, $15.4bn | 57 holders, $55.2bn |
| Q3 2022 | 21 holders, $13.6bn | 57 holders, $50.7bn |
| Q4 2022 | 17 holders, $15.5bn | 54 holders, $59.4bn |
| Q1 2023 | 20 holders, $17.3bn | 55 holders, $64.0bn |
| Q2 2023 | 25 holders, $19.4bn | 54 holders, $65.2bn |
| Q3 2023 | 21 holders, $17.2bn | 55 holders, $61.5bn |
| Q4 2023 | 21 holders, $22.3bn | 48 holders, $68.6bn |
| Q1 2024 | 22 holders, $21.9bn | 50 holders, $73.1bn |
| Q2 2024 | 24 holders, $23.6bn | 45 holders, $69.5bn |
| Q3 2024 | 31 holders, $26.8bn | 47 holders, $70.5bn |
| Q4 2024 | 31 holders, $25.7bn | 48 holders, $77.6bn |
| Q1 2025 | 30 holders, $25.2bn | 43 holders, $83.5bn |
| Q2 2025 | 30 holders, $26.8bn | 45 holders, $83.4bn |
| Q3 2025 | 31 holders, $26.0bn | 48 holders, $82.8bn |
| Q4 2025 | 32 holders, $27.7bn | 49 holders, $86.0bn |
| Q1 2026 | 28 holders, $23.9bn | 49 holders, $73.3bn |
| Q2 2026 | 31 holders, $24.9bn | 52 holders, $81.9bn |
Moodys Corp
- Holders
- 31
- Reported value
- $25.7bn
- Buyers
- 11
- Sellers
- 16
Breadth -5 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 (25)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Two Sigma Investments LP
Only MCO (6)
Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC
Only V (23)
AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Egerton Capital UK LLP, Farallon Capital Management LLC, Holocene Advisors LP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Two Sigma Advisers LP, ValueAct Holdings LP, Viking Global Investors LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners 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.