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UPBD · MCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

UPBDMCO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • UPBD
  • MCO
010203040202120222023202420252026
Holders and value by quarter
QuarterUPBDMCO
Q3 20206 holders, $239m30 holders, $17.0bn
Q4 20206 holders, $282m21 holders, $16.9bn
Q1 20216 holders, $382m17 holders, $16.9bn
Q2 20214 holders, $215m16 holders, $20.2bn
Q3 20213 holders, $201m25 holders, $19.9bn
Q4 20215 holders, $161m25 holders, $22.0bn
Q1 20222 holders, $69m22 holders, $19.1bn
Q2 20222 holders, $56m19 holders, $15.4bn
Q3 20221 holders, $45m21 holders, $13.6bn
Q4 20222 holders, $93m17 holders, $15.5bn
Q1 20231 holders, $95m20 holders, $17.3bn
Q2 20231 holders, $120m25 holders, $19.4bn
Q3 20231 holders, $108m21 holders, $17.2bn
Q4 20231 holders, $81m21 holders, $22.3bn
Q1 20243 holders, $85m22 holders, $21.9bn
Q2 20243 holders, $45m24 holders, $23.6bn
Q3 20244 holders, $34m31 holders, $26.8bn
Q4 2024none listed holders, n.a.31 holders, $25.7bn
Q1 2025none listed holders, n.a.30 holders, $25.2bn
Q2 20251 holders, $1.1m30 holders, $26.8bn
Q3 20251 holders, $1.5m31 holders, $26.0bn
Q4 2025none listed holders, n.a.32 holders, $27.7bn
Q1 2026none listed holders, n.a.28 holders, $23.9bn
Q2 2026none listed holders, n.a.31 holders, $24.9bn
UPBD

Rent A CTR Inc New

Holders
0
Reported value
$0
Buyers
0
Sellers
2

Not ranked this quarter: its new positions are allocations in a new listing.

Business and payment services
MCO

Moodys Corp

Holders
31
Reported value
$25.7bn
Buyers
11
Sellers
16

Breadth -5 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q4 2024

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only UPBD (0)

None.

Only MCO (31)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, 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, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, 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.

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