Holders over time
- ADT
- MCO
| Quarter | ADT | MCO |
|---|---|---|
| Q3 2020 | 4 holders, $16m | 30 holders, $17.0bn |
| Q4 2020 | 2 holders, $5.7m | 21 holders, $16.9bn |
| Q1 2021 | 1 holders, $875k | 17 holders, $16.9bn |
| Q2 2021 | 3 holders, $196m | 16 holders, $20.2bn |
| Q3 2021 | 3 holders, $150m | 25 holders, $19.9bn |
| Q4 2021 | 2 holders, $173m | 25 holders, $22.0bn |
| Q1 2022 | 1 holders, $156m | 22 holders, $19.1bn |
| Q2 2022 | 1 holders, $118m | 19 holders, $15.4bn |
| Q3 2022 | 3 holders, $161m | 21 holders, $13.6bn |
| Q4 2022 | 4 holders, $178m | 17 holders, $15.5bn |
| Q1 2023 | 3 holders, $130m | 20 holders, $17.3bn |
| Q2 2023 | 2 holders, $131m | 25 holders, $19.4bn |
| Q3 2023 | 4 holders, $122m | 21 holders, $17.2bn |
| Q4 2023 | 2 holders, $120m | 21 holders, $22.3bn |
| Q1 2024 | 3 holders, $163m | 22 holders, $21.9bn |
| Q2 2024 | 3 holders, $205m | 24 holders, $23.6bn |
| Q3 2024 | 7 holders, $209m | 31 holders, $26.8bn |
| Q4 2024 | 6 holders, $216m | 31 holders, $25.7bn |
| Q1 2025 | 11 holders, $423m | 30 holders, $25.2bn |
| Q2 2025 | 11 holders, $540m | 30 holders, $26.8bn |
| Q3 2025 | 12 holders, $778m | 31 holders, $26.0bn |
| Q4 2025 | 8 holders, $727m | 32 holders, $27.7bn |
| Q1 2026 | 5 holders, $372m | 28 holders, $23.9bn |
| Q2 2026 | 7 holders, $312m | 31 holders, $24.9bn |
Adt Inc Del
- Holders
- 11
- Reported value
- $423m
- Buyers
- 9
- Sellers
- 2
Breadth +7 among 95 comparable managers.
Moodys Corp
- Holders
- 30
- Reported value
- $25.2bn
- Buyers
- 15
- Sellers
- 13
Breadth +2 among 95 comparable managers.
Who holds both, Q1 2025
Both (6)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only ADT (5)
AQR Capital Management LLC, ExodusPoint Capital Management LP, Quantbot Technologies LP, Soros Fund Management LLC, Tudor Investment Corp
Only MCO (24)
Acadian Asset Management LLC, Akre Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Voloridge Investment Management LLC, 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.