Holders over time
- OMC
- MCO
| Quarter | OMC | MCO |
|---|---|---|
| Q3 2020 | 19 holders, $1.2bn | 30 holders, $17.0bn |
| Q4 2020 | 19 holders, $1.5bn | 21 holders, $16.9bn |
| Q1 2021 | 13 holders, $1.5bn | 17 holders, $16.9bn |
| Q2 2021 | 14 holders, $1.7bn | 16 holders, $20.2bn |
| Q3 2021 | 19 holders, $1.4bn | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $1.6bn | 25 holders, $22.0bn |
| Q1 2022 | 13 holders, $2.0bn | 22 holders, $19.1bn |
| Q2 2022 | 12 holders, $1.2bn | 19 holders, $15.4bn |
| Q3 2022 | 12 holders, $1.2bn | 21 holders, $13.6bn |
| Q4 2022 | 12 holders, $1.6bn | 17 holders, $15.5bn |
| Q1 2023 | 16 holders, $2.0bn | 20 holders, $17.3bn |
| Q2 2023 | 10 holders, $1.8bn | 25 holders, $19.4bn |
| Q3 2023 | 13 holders, $1.3bn | 21 holders, $17.2bn |
| Q4 2023 | 14 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 10 holders, $2.2bn | 22 holders, $21.9bn |
| Q2 2024 | 10 holders, $2.4bn | 24 holders, $23.6bn |
| Q3 2024 | 10 holders, $2.3bn | 31 holders, $26.8bn |
| Q4 2024 | 10 holders, $1.8bn | 31 holders, $25.7bn |
| Q1 2025 | 19 holders, $1.8bn | 30 holders, $25.2bn |
| Q2 2025 | 17 holders, $1.8bn | 30 holders, $26.8bn |
| Q3 2025 | 14 holders, $1.9bn | 31 holders, $26.0bn |
| Q4 2025 | 22 holders, $3.5bn | 32 holders, $27.7bn |
| Q1 2026 | 10 holders, $2.3bn | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $1.7bn | 31 holders, $24.9bn |
Omnicom Group Inc
- Holders
- 10
- Reported value
- $1.8bn
- Buyers
- 7
- Sellers
- 3
Breadth +4 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, Balyasny Asset Management LLC, Bridgewater Associates LP, Freestone Grove Partners LP, MFS Investment Management
Only OMC (5)
Capital Research Global Investors, Caxton Associates LLP, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP, Woodline Partners LP
Only MCO (26)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), 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, Neuberger Berman Group LLC, 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.