Holders over time
- RHI
- MCO
| Quarter | RHI | MCO |
|---|---|---|
| Q3 2020 | 8 holders, $421m | 30 holders, $17.0bn |
| Q4 2020 | 10 holders, $445m | 21 holders, $16.9bn |
| Q1 2021 | 11 holders, $687m | 17 holders, $16.9bn |
| Q2 2021 | 12 holders, $844m | 16 holders, $20.2bn |
| Q3 2021 | 12 holders, $944m | 25 holders, $19.9bn |
| Q4 2021 | 13 holders, $1.2bn | 25 holders, $22.0bn |
| Q1 2022 | 12 holders, $1.6bn | 22 holders, $19.1bn |
| Q2 2022 | 17 holders, $968m | 19 holders, $15.4bn |
| Q3 2022 | 14 holders, $1.0bn | 21 holders, $13.6bn |
| Q4 2022 | 12 holders, $1.6bn | 17 holders, $15.5bn |
| Q1 2023 | 10 holders, $1.6bn | 20 holders, $17.3bn |
| Q2 2023 | 11 holders, $1.5bn | 25 holders, $19.4bn |
| Q3 2023 | 9 holders, $1.4bn | 21 holders, $17.2bn |
| Q4 2023 | 8 holders, $1.6bn | 21 holders, $22.3bn |
| Q1 2024 | 11 holders, $978m | 22 holders, $21.9bn |
| Q2 2024 | 16 holders, $747m | 24 holders, $23.6bn |
| Q3 2024 | 14 holders, $884m | 31 holders, $26.8bn |
| Q4 2024 | 8 holders, $769m | 31 holders, $25.7bn |
| Q1 2025 | 9 holders, $560m | 30 holders, $25.2bn |
| Q2 2025 | 11 holders, $643m | 30 holders, $26.8bn |
| Q3 2025 | 8 holders, $655m | 31 holders, $26.0bn |
| Q4 2025 | 10 holders, $565m | 32 holders, $27.7bn |
| Q1 2026 | 7 holders, $503m | 28 holders, $23.9bn |
| Q2 2026 | 6 holders, $480m | 31 holders, $24.9bn |
Robert Half Inc.
- Holders
- 8
- Reported value
- $769m
- Buyers
- 4
- Sellers
- 4
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 (4)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Janus Henderson Group Ltd
Only RHI (4)
AQR Capital Management LLC, Capital Research Global Investors, Point72 Asset Management LP, Winton Group Ltd
Only MCO (27)
Acadian Asset Management LLC, Akre Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, 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, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, and 2 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.