Holders over time
- BHF
- V
| Quarter | BHF | V |
|---|---|---|
| Q3 2020 | 7 holders, $358m | 55 holders, $62.2bn |
| Q4 2020 | 8 holders, $463m | 52 holders, $67.1bn |
| Q1 2021 | 9 holders, $593m | 58 holders, $64.5bn |
| Q2 2021 | 5 holders, $564m | 52 holders, $69.3bn |
| Q3 2021 | 7 holders, $558m | 56 holders, $63.6bn |
| Q4 2021 | 7 holders, $640m | 47 holders, $58.0bn |
| Q1 2022 | 8 holders, $623m | 59 holders, $61.8bn |
| Q2 2022 | 7 holders, $459m | 57 holders, $55.2bn |
| Q3 2022 | 6 holders, $469m | 57 holders, $50.7bn |
| Q4 2022 | 6 holders, $551m | 54 holders, $59.4bn |
| Q1 2023 | 5 holders, $453m | 55 holders, $64.0bn |
| Q2 2023 | 7 holders, $480m | 54 holders, $65.2bn |
| Q3 2023 | 5 holders, $495m | 55 holders, $61.5bn |
| Q4 2023 | 6 holders, $524m | 48 holders, $68.6bn |
| Q1 2024 | 10 holders, $667m | 50 holders, $73.1bn |
| Q2 2024 | 9 holders, $465m | 45 holders, $69.5bn |
| Q3 2024 | 8 holders, $473m | 47 holders, $70.5bn |
| Q4 2024 | 9 holders, $502m | 48 holders, $77.6bn |
| Q1 2025 | 16 holders, $525m | 43 holders, $83.5bn |
| Q2 2025 | 13 holders, $428m | 45 holders, $83.4bn |
| Q3 2025 | 7 holders, $332m | 48 holders, $82.8bn |
| Q4 2025 | 5 holders, $261m | 49 holders, $86.0bn |
| Q1 2026 | 7 holders, $342m | 49 holders, $73.3bn |
| Q2 2026 | 4 holders, $255m | 52 holders, $81.9bn |
Brighthouse Finl Inc
- Holders
- 16
- Reported value
- $525m
- Buyers
- 14
- Sellers
- 3
Breadth +11 among 95 comparable managers.
Visa Inc
- Holders
- 43
- Reported value
- $83.5bn
- Buyers
- 19
- Sellers
- 23
Breadth -4 among 95 comparable managers.
Who holds both, Q1 2025
Both (8)
Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Holocene Advisors LP, Marshall Wace LLP, Two Sigma Advisers LP, Voloridge Investment Management LLC, Woodline Partners LP
Only BHF (8)
Freestone Grove Partners LP, Greenlight Capital, Maverick Capital Ltd, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Two Sigma Investments LP, Winton Group Ltd
Only V (35)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, and 10 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.